Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) Shares Sold by Evensky & Katz LLC

Evensky & Katz LLC lowered its stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 2.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 579,390 shares of the company’s stock after selling 11,774 shares during the quarter. Shiller CAPE U.S. Equities ETF accounts for about 1.1% of Evensky & Katz LLC’s portfolio, making the stock its 18th largest position. Evensky & Katz LLC owned 4.15% of Shiller CAPE U.S. Equities ETF worth $17,363,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Straightline Group LLC purchased a new stake in shares of Shiller CAPE U.S. Equities ETF during the 4th quarter worth approximately $30,264,000. Foundations Investment Advisors LLC boosted its holdings in Shiller CAPE U.S. Equities ETF by 99.1% in the 4th quarter. Foundations Investment Advisors LLC now owns 279,300 shares of the company’s stock valued at $8,370,000 after purchasing an additional 138,991 shares in the last quarter. Citadel Advisors LLC lifted its holdings in Shiller CAPE U.S. Equities ETF by 368.1% in the fourth quarter. Citadel Advisors LLC now owns 100,649 shares of the company’s stock valued at $3,016,000 after acquiring an additional 79,147 shares during the period. Kingswood Wealth Advisors LLC boosted its holdings in Shiller CAPE U.S. Equities ETF by 122.9% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 29,200 shares of the company’s stock worth $875,000 after buying an additional 16,100 shares in the last quarter. Finally, Walled Lake Planning & Wealth Management LLC increased its stake in Shiller CAPE U.S. Equities ETF by 1.5% in the 4th quarter. Walled Lake Planning & Wealth Management LLC now owns 866,211 shares of the company’s stock valued at $25,958,000 after purchasing an additional 12,572 shares in the last quarter.

Shiller CAPE U.S. Equities ETF Trading Up 0.2 %

Shares of CAPE opened at $30.21 on Friday. Shiller CAPE U.S. Equities ETF has a 12-month low of $26.89 and a 12-month high of $32.13. The company has a 50-day moving average of $29.76 and a two-hundred day moving average of $30.43. The stock has a market cap of $299.68 million, a P/E ratio of 27.07 and a beta of 1.10.

Shiller CAPE U.S. Equities ETF Profile

The Barclays ETN+ Shiller Capet ETN (CAPE) is an exchange-traded fund that is based on the Shiller Barclays CAPE US Sector index. The fund is an actively managed, non-transparent ETF that aims to outperform the S&P 500 Index by investing in US stocks of any size from the most undervalued sectors based on the CAPE ratio and momentum factors.