Socha Financial Group LLC decreased its holdings in shares of 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 filing with the Securities and Exchange Commission. The institutional investor owned 1,851,841 shares of the company’s stock after selling 7,976 shares during the period. Shiller CAPE U.S. Equities ETF makes up 23.8% of Socha Financial Group LLC’s portfolio, making the stock its 2nd biggest holding. Socha Financial Group LLC owned 13.27% of Shiller CAPE U.S. Equities ETF worth $54,796,000 as of its most recent SEC filing.
Several other hedge funds also recently made changes to their positions in CAPE. Avaii Wealth Management LLC raised its position in shares of Shiller CAPE U.S. Equities ETF by 2.9% during the third quarter. Avaii Wealth Management LLC now owns 24,056 shares of the company’s stock worth $712,000 after purchasing an additional 683 shares during the period. Transcend Capital Advisors LLC raised its holdings in Shiller CAPE U.S. Equities ETF by 9.2% during the 2nd quarter. Transcend Capital Advisors LLC now owns 13,653 shares of the company’s stock worth $378,000 after buying an additional 1,154 shares during the period. HF Advisory Group LLC lifted its stake in Shiller CAPE U.S. Equities ETF by 1.5% during the third quarter. HF Advisory Group LLC now owns 105,481 shares of the company’s stock valued at $3,121,000 after buying an additional 1,550 shares in the last quarter. Armor Investment Advisors LLC boosted its holdings in shares of Shiller CAPE U.S. Equities ETF by 18.9% in the third quarter. Armor Investment Advisors LLC now owns 15,008 shares of the company’s stock worth $444,000 after buying an additional 2,385 shares during the period. Finally, Bank of Montreal Can increased its position in shares of 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 worth $2,641,000 after acquiring an additional 4,226 shares in the last quarter.
Shiller CAPE U.S. Equities ETF Stock Up 1.6 %
Shares of Shiller CAPE U.S. Equities ETF stock traded up $0.49 during midday trading on Wednesday, hitting $30.42. The company’s stock had a trading volume of 4,001 shares, compared to its average volume of 33,538. Shiller CAPE U.S. Equities ETF has a 1-year low of $23.75 and a 1-year high of $30.55. The firm has a market capitalization of $424.66 million, a P/E ratio of 25.30 and a beta of 0.93. The stock has a 50-day simple moving average of $29.43 and a 200-day simple moving average of $28.31.
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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