Waddell & Associates LLC Has $53.16 Million Stock Position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Waddell & Associates LLC decreased its holdings in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPEFree Report) by 12.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,003,677 shares of the company’s stock after selling 272,931 shares during the quarter. Shiller CAPE U.S. Equities ETF makes up approximately 7.1% of Waddell & Associates LLC’s holdings, making the stock its 4th biggest holding. Waddell & Associates LLC owned 17.33% of Shiller CAPE U.S. Equities ETF worth $53,157,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Dana Investment Advisors Inc. increased its stake in shares of Shiller CAPE U.S. Equities ETF by 3.4% in the fourth quarter. Dana Investment Advisors Inc. now owns 21,548 shares of the company’s stock valued at $572,000 after purchasing an additional 708 shares during the period. StoneX Group Inc. boosted its holdings in shares of Shiller CAPE U.S. Equities ETF by 1.9% in the fourth quarter. StoneX Group Inc. now owns 51,621 shares of the company’s stock valued at $1,369,000 after acquiring an additional 973 shares in the last quarter. TD Capital Management LLC bought a new position in shares of Shiller CAPE U.S. Equities ETF in the fourth quarter valued at approximately $55,000. Transcend Capital Advisors LLC boosted its holdings in shares of Shiller CAPE U.S. Equities ETF by 27.7% in the fourth quarter. Transcend Capital Advisors LLC now owns 10,917 shares of the company’s stock valued at $290,000 after acquiring an additional 2,369 shares in the last quarter. Finally, Avaii Wealth Management LLC boosted its holdings in shares of Shiller CAPE U.S. Equities ETF by 46.1% in the fourth quarter. Avaii Wealth Management LLC now owns 20,470 shares of the company’s stock valued at $543,000 after acquiring an additional 6,460 shares in the last quarter.

Shiller CAPE U.S. Equities ETF Price Performance

Shiller CAPE U.S. Equities ETF stock opened at $27.51 on Monday. The firm has a 50 day simple moving average of $27.13 and a 200-day simple moving average of $26.77. The stock has a market capitalization of $384.04 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 $22.68 and a 12-month high of $28.05.

About Shiller CAPE U.S. Equities ETF

(Free Report)

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

Institutional Ownership by Quarter for Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

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