Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) is Santori & Peters Inc.’s 5th Largest Position

Santori & Peters Inc. lessened its stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 0.6% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 285,807 shares of the company’s stock after selling 1,625 shares during the quarter. Shiller CAPE U.S. Equities ETF makes up approximately 3.5% of Santori & Peters Inc.’s investment portfolio, making the stock its 5th biggest holding. Santori & Peters Inc.’s holdings in Shiller CAPE U.S. Equities ETF were worth $8,003,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. International Assets Investment Management LLC increased its stake in Shiller CAPE U.S. Equities ETF by 2,472.5% in the 4th quarter. International Assets Investment Management LLC now owns 2,159,475 shares of the company’s stock worth $57,291,000 after buying an additional 2,075,531 shares during the period. UBS Group AG raised its stake in shares of Shiller CAPE U.S. Equities ETF by 610.6% during the fourth quarter. UBS Group AG now owns 2,131,780 shares of the company’s stock valued at $56,554,000 after acquiring an additional 1,831,768 shares in the last quarter. Capital Investment Advisors LLC grew its stake in Shiller CAPE U.S. Equities ETF by 27.0% in the fourth quarter. Capital Investment Advisors LLC now owns 71,519 shares of the company’s stock worth $1,897,000 after purchasing an additional 15,185 shares in the last quarter. Walled Lake Planning & Wealth Management LLC increased its holdings in Shiller CAPE U.S. Equities ETF by 1.6% during the 4th quarter. Walled Lake Planning & Wealth Management LLC now owns 845,782 shares of the company’s stock worth $22,438,000 after purchasing an additional 13,467 shares during the period. Finally, Kingswood Wealth Advisors LLC bought a new stake in Shiller CAPE U.S. Equities ETF during the 4th quarter valued at $247,000.

Shiller CAPE U.S. Equities ETF Price Performance

Shares of CAPE stock traded up $0.07 during mid-day trading on Wednesday, hitting $27.98. The stock had a trading volume of 5,436 shares, compared to its average volume of 39,882. The firm has a market capitalization of $390.60 million, a P/E ratio of 25.30 and a beta of 0.93. Shiller CAPE U.S. Equities ETF has a 12-month low of $22.68 and a 12-month high of $28.05. The firm’s 50-day moving average is $27.32 and its two-hundred day moving average is $27.03.

Shiller CAPE U.S. Equities ETF Company 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.