Capital Investment Advisors LLC boosted its stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report) by 4.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,822 shares of the company’s stock after acquiring an additional 3,820 shares during the quarter. Capital Investment Advisors LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $2,752,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently made changes to their positions in the company. Armor Investment Advisors LLC increased its holdings in shares of Shiller CAPE U.S. Equities ETF by 18.9% during the third quarter. Armor Investment Advisors LLC now owns 15,008 shares of the company’s stock worth $444,000 after buying an additional 2,385 shares in the last quarter. OLD National Bancorp IN bought a new stake in Shiller CAPE U.S. Equities ETF during the 3rd quarter worth about $621,000. Avaii Wealth Management LLC grew its stake in shares of Shiller CAPE U.S. Equities ETF by 2.9% during the third quarter. Avaii Wealth Management LLC now owns 24,056 shares of the company’s stock valued at $712,000 after purchasing an additional 683 shares during the last quarter. Bank of Montreal Can boosted its position in Shiller CAPE U.S. Equities ETF by 4.7% in the 2nd quarter. Bank of Montreal Can now owns 95,011 shares of the company’s stock valued at $2,641,000 after buying an additional 4,226 shares during the last quarter. Finally, Main Street Financial Solutions LLC raised its position in shares of Shiller CAPE U.S. Equities ETF by 35.6% during the third quarter. Main Street Financial Solutions LLC now owns 101,061 shares of the company’s stock worth $2,990,000 after acquiring an additional 26,546 shares during the last quarter.
Shiller CAPE U.S. Equities ETF Stock Up 0.7 %
Shares of CAPE opened at $29.61 on Tuesday. The stock’s fifty day simple moving average is $30.88 and its 200-day simple moving average is $29.56. The firm has a market capitalization of $413.36 million, a PE ratio of 25.30 and a beta of 0.93. Shiller CAPE U.S. Equities ETF has a 12-month low of $25.60 and a 12-month high of $32.13.
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.
Further Reading
- Five stocks we like better than Shiller CAPE U.S. Equities ETF
- How to Use the MarketBeat Dividend Calculator
- 2 Stocks to Gain From Trump Universal Tariffs on Critical Imports
- What Are Dividend Challengers?
- Rigetti Computing, Inc.: Buy, Sell, or Hold for 2025
- Airline Stocks – Top Airline Stocks to Buy Now
- Delta Can Fly to New Highs in 2025; Here’s Why
Want to see what other hedge funds are holding CAPE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report).
Receive News & Ratings for Shiller CAPE U.S. Equities ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Shiller CAPE U.S. Equities ETF and related companies with MarketBeat.com's FREE daily email newsletter.