Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) Stake Decreased by Clear Point Advisors Inc.

Clear Point Advisors Inc. lowered its stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 17.3% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 219,122 shares of the company’s stock after selling 45,728 shares during the quarter. Shiller CAPE U.S. Equities ETF makes up approximately 5.0% of Clear Point Advisors Inc.’s portfolio, making the stock its 2nd largest holding. Clear Point Advisors Inc. owned about 1.57% of Shiller CAPE U.S. Equities ETF worth $6,074,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in CAPE. TD Capital Management LLC purchased a new stake in Shiller CAPE U.S. Equities ETF in the fourth quarter worth $55,000. StoneX Group Inc. increased its holdings in Shiller CAPE U.S. Equities ETF by 1.9% in the 4th quarter. StoneX Group Inc. now owns 51,621 shares of the company’s stock worth $1,369,000 after acquiring an additional 973 shares during the last quarter. Walled Lake Planning & Wealth Management LLC raised its stake in Shiller CAPE U.S. Equities ETF by 1.6% in the 4th quarter. Walled Lake Planning & Wealth Management LLC now owns 845,782 shares of the company’s stock valued at $22,438,000 after acquiring an additional 13,467 shares during the period. Kingswood Wealth Advisors LLC lifted its holdings in Shiller CAPE U.S. Equities ETF by 33.3% during the first quarter. Kingswood Wealth Advisors LLC now owns 12,400 shares of the company’s stock valued at $347,000 after purchasing an additional 3,100 shares during the last quarter. Finally, Csenge Advisory Group boosted its position in Shiller CAPE U.S. Equities ETF by 9.0% during the first quarter. Csenge Advisory Group now owns 211,928 shares of the company’s stock worth $5,934,000 after purchasing an additional 17,441 shares during the period.

Shiller CAPE U.S. Equities ETF Stock Down 0.0 %

CAPE opened at $29.59 on Wednesday. The company has a market capitalization of $413.08 million, a price-to-earnings ratio of 25.30 and a beta of 0.93. The firm has a 50-day moving average price of $28.60 and a 200-day moving average price of $27.84. Shiller CAPE U.S. Equities ETF has a twelve month low of $22.68 and a twelve month high of $30.00.

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.