Waddell & Associates LLC Decreases Stock Position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Waddell & Associates LLC lowered its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 0.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,969,289 shares of the company’s stock after selling 4,620 shares during the period. Shiller CAPE U.S. Equities ETF comprises approximately 6.0% of Waddell & Associates LLC’s holdings, making the stock its 6th largest position. Waddell & Associates LLC owned 0.14% of Shiller CAPE U.S. Equities ETF worth $59,014,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of CAPE. Straightline Group LLC purchased a new position in Shiller CAPE U.S. Equities ETF during the 4th quarter valued at approximately $30,264,000. Walled Lake Planning & Wealth Management LLC raised its stake in Shiller CAPE U.S. Equities ETF by 1.5% during the fourth 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. Foundations Investment Advisors LLC raised its stake in Shiller CAPE U.S. Equities ETF by 99.1% during the fourth 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. Santori & Peters Inc. grew its stake in shares of Shiller CAPE U.S. Equities ETF by 1.2% in the 4th quarter. Santori & Peters Inc. now owns 268,043 shares of the company’s stock worth $8,032,000 after buying an additional 3,241 shares in the last quarter. Finally, HF Advisory Group LLC increased its holdings in shares of Shiller CAPE U.S. Equities ETF by 3.0% in the 4th quarter. HF Advisory Group LLC now owns 108,698 shares of the company’s stock worth $3,257,000 after buying an additional 3,217 shares during the last quarter.

Shiller CAPE U.S. Equities ETF Trading Down 2.0 %

CAPE opened at $27.26 on Wednesday. The stock has a 50-day moving average of $30.59 and a 200 day moving average of $30.45. Shiller CAPE U.S. Equities ETF has a 12 month low of $26.21 and a 12 month high of $32.13. The firm has a market cap of $270.42 million, a P/E ratio of 28.30 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.