Kingswood Wealth Advisors LLC Acquires 3,100 Shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Kingswood Wealth Advisors LLC lifted its holdings in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 33.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,400 shares of the company’s stock after buying an additional 3,100 shares during the quarter. Kingswood Wealth Advisors LLC owned approximately 0.11% of Shiller CAPE U.S. Equities ETF worth $347,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Walled Lake Planning & Wealth Management LLC increased its stake in shares of Shiller CAPE U.S. Equities ETF by 1.6% during the fourth quarter. Walled Lake Planning & Wealth Management LLC now owns 845,782 shares of the company’s stock valued at $22,438,000 after purchasing an additional 13,467 shares in the last quarter. StoneX Group Inc. increased its position in Shiller CAPE U.S. Equities ETF by 1.9% during the 4th quarter. StoneX Group Inc. now owns 51,621 shares of the company’s stock valued at $1,369,000 after buying an additional 973 shares in the last quarter. TD Capital Management LLC purchased a new position in Shiller CAPE U.S. Equities ETF during the fourth quarter valued at $55,000. UBS Group AG boosted its holdings in Shiller CAPE U.S. Equities ETF by 610.6% in the fourth quarter. UBS Group AG now owns 2,131,780 shares of the company’s stock worth $56,554,000 after acquiring an additional 1,831,768 shares in the last quarter. Finally, Dana Investment Advisors Inc. grew 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 worth $572,000 after acquiring an additional 708 shares during the last quarter.

Shiller CAPE U.S. Equities ETF Price Performance

CAPE opened at $27.75 on Friday. The firm has a market cap of $387.39 million, a PE ratio of 25.30 and a beta of 0.93. The stock has a 50-day moving average price of $27.24 and a 200-day moving average price of $26.97. Shiller CAPE U.S. Equities ETF has a 1 year low of $22.68 and a 1 year high of $28.05.

About Shiller CAPE U.S. Equities ETF

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.