Evensky & Katz LLC reduced its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report) by 0.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 591,164 shares of the company’s stock after selling 2,581 shares during the period. Shiller CAPE U.S. Equities ETF comprises about 1.1% of Evensky & Katz LLC’s portfolio, making the stock its 18th biggest holding. Evensky & Katz LLC owned about 4.23% of Shiller CAPE U.S. Equities ETF worth $17,493,000 at the end of the most recent reporting period.
Other hedge funds have also recently added to or reduced their stakes in the company. Kingswood Wealth Advisors LLC raised its position in shares of Shiller CAPE U.S. Equities ETF by 33.3% in the first quarter. Kingswood Wealth Advisors LLC now owns 12,400 shares of the company’s stock worth $347,000 after acquiring an additional 3,100 shares during the period. Transcend Capital Advisors LLC raised its holdings in Shiller CAPE U.S. Equities ETF by 9.2% in the 2nd quarter. Transcend Capital Advisors LLC now owns 13,653 shares of the company’s stock worth $378,000 after purchasing an additional 1,154 shares during the period. Foundations Investment Advisors LLC acquired a new position in Shiller CAPE U.S. Equities ETF in the 2nd quarter worth about $1,429,000. Main Street Financial Solutions LLC purchased a new position in Shiller CAPE U.S. Equities ETF during the second quarter worth approximately $2,066,000. Finally, Bank of Montreal Can grew its holdings in Shiller CAPE U.S. Equities ETF by 4.7% in the second quarter. Bank of Montreal Can now owns 95,011 shares of the company’s stock valued at $2,641,000 after purchasing an additional 4,226 shares during the period.
Shiller CAPE U.S. Equities ETF Price Performance
Shiller CAPE U.S. Equities ETF stock opened at $29.42 on Thursday. The stock has a market capitalization of $410.63 million, a PE ratio of 25.30 and a beta of 0.93. The business has a 50 day simple moving average of $28.83 and a 200-day simple moving average of $27.97. Shiller CAPE U.S. Equities ETF has a 12 month low of $22.68 and a 12 month high of $30.00.
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.
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