Shiller CAPE U.S. Equities ETF $CAPE Shares Sold by Walled Lake Planning & Wealth Management LLC

Walled Lake Planning & Wealth Management LLC cut its holdings in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 4.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 836,621 shares of the company’s stock after selling 36,341 shares during the quarter. Shiller CAPE U.S. Equities ETF makes up about 8.9% of Walled Lake Planning & Wealth Management LLC’s investment portfolio, making the stock its largest position. Walled Lake Planning & Wealth Management LLC owned about 0.08% of Shiller CAPE U.S. Equities ETF worth $27,257,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Waddell & Associates LLC raised its holdings in Shiller CAPE U.S. Equities ETF by 3.3% in the 3rd quarter. Waddell & Associates LLC now owns 2,054,398 shares of the company’s stock valued at $66,932,000 after acquiring an additional 65,712 shares during the last quarter. Straightline Group LLC grew its position in shares of Shiller CAPE U.S. Equities ETF by 4.4% in the third quarter. Straightline Group LLC now owns 1,013,563 shares of the company’s stock valued at $32,829,000 after purchasing an additional 42,959 shares during the period. Foundations Investment Advisors LLC grew its position in shares of Shiller CAPE U.S. Equities ETF by 45.8% in the third quarter. Foundations Investment Advisors LLC now owns 514,499 shares of the company’s stock valued at $16,762,000 after purchasing an additional 161,575 shares during the period. Armor Investment Advisors LLC increased its stake in Shiller CAPE U.S. Equities ETF by 1,227.6% in the third quarter. Armor Investment Advisors LLC now owns 225,976 shares of the company’s stock valued at $7,362,000 after purchasing an additional 208,954 shares during the last quarter. Finally, Kingswood Wealth Advisors LLC lifted its position in Shiller CAPE U.S. Equities ETF by 8.1% during the third quarter. Kingswood Wealth Advisors LLC now owns 20,050 shares of the company’s stock worth $653,000 after buying an additional 1,500 shares during the period. 25.05% of the stock is currently owned by hedge funds and other institutional investors.

Shiller CAPE U.S. Equities ETF Price Performance

CAPE opened at $32.59 on Friday. The stock has a market capitalization of $335.03 million, a price-to-earnings ratio of -22.48 and a beta of 1.05. The business has a 50-day moving average of $32.77 and a two-hundred day moving average of $32.40. Shiller CAPE U.S. Equities ETF has a 12 month low of $27.01 and a 12 month high of $33.29.

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. The fund utilizes the Precidian non-transparent model. CAPE was launched on Mar 31, 2022 and is managed by DoubleLine.