Kingswood Wealth Advisors LLC Raises Position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Kingswood Wealth Advisors LLC lifted its stake in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 122.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,200 shares of the company’s stock after buying an additional 16,100 shares during the period. Kingswood Wealth Advisors LLC owned approximately 0.21% of Shiller CAPE U.S. Equities ETF worth $875,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. International Assets Investment Management LLC boosted its position in shares of Shiller CAPE U.S. Equities ETF by 2,859.0% in the third quarter. International Assets Investment Management LLC now owns 2,402,678 shares of the company’s stock worth $71,095,000 after buying an additional 2,321,479 shares during the period. Waddell & Associates LLC boosted its position in shares of Shiller CAPE U.S. Equities ETF by 1.1% in the third quarter. Waddell & Associates LLC now owns 1,973,909 shares of the company’s stock worth $58,408,000 after buying an additional 20,954 shares during the period. Foundations Investment Advisors LLC boosted its position in shares of Shiller CAPE U.S. Equities ETF by 172.2% in the third quarter. Foundations Investment Advisors LLC now owns 140,309 shares of the company’s stock worth $4,152,000 after buying an additional 88,755 shares during the period. HF Advisory Group LLC boosted its holdings in Shiller CAPE U.S. Equities ETF by 3.0% in the fourth quarter. HF Advisory Group LLC now owns 108,698 shares of the company’s stock valued at $3,257,000 after purchasing an additional 3,217 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its holdings in Shiller CAPE U.S. Equities ETF by 35.6% in the third quarter. Main Street Financial Solutions LLC now owns 101,061 shares of the company’s stock valued at $2,990,000 after purchasing an additional 26,546 shares during the last quarter.

Shiller CAPE U.S. Equities ETF Stock Performance

Shares of CAPE opened at $30.85 on Wednesday. The company has a market capitalization of $430.67 million, a P/E ratio of 25.30 and a beta of 0.93. Shiller CAPE U.S. Equities ETF has a one year low of $26.21 and a one year high of $32.13. The stock has a 50-day moving average price of $30.72 and a 200 day moving average price of $29.71.

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.