Santori & Peters Inc. lowered its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report) by 84.4% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 36,501 shares of the company’s stock after selling 198,196 shares during the period. Shiller CAPE U.S. Equities ETF accounts for approximately 0.3% of Santori & Peters Inc.’s portfolio, making the stock its 29th biggest holding. Santori & Peters Inc.’s holdings in Shiller CAPE U.S. Equities ETF were worth $1,128,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in CAPE. HF Advisory Group LLC increased its holdings in Shiller CAPE U.S. Equities ETF by 4.6% in the 3rd quarter. HF Advisory Group LLC now owns 156,526 shares of the company’s stock valued at $4,837,000 after purchasing an additional 6,886 shares during the last quarter. Fifth Third Bancorp acquired a new stake in Shiller CAPE U.S. Equities ETF in the 1st quarter valued at about $96,000. Finally, Root Financial Partners LLC acquired a new position in shares of Shiller CAPE U.S. Equities ETF during the first quarter worth about $32,000. Institutional investors and hedge funds own 25.05% of the company’s stock.
Shiller CAPE U.S. Equities ETF Stock Performance
CAPE stock opened at $31.91 on Tuesday. The company’s 50 day moving average price is $32.14 and its 200 day moving average price is $32.34. Shiller CAPE U.S. Equities ETF has a fifty-two week low of $29.74 and a fifty-two week high of $34.25. The firm has a market capitalization of $209.33 million, a price-to-earnings ratio of -22.01 and a beta of 0.97.
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. The fund utilizes the Precidian non-transparent model. CAPE was launched on Mar 31, 2022 and is managed by DoubleLine.
Further Reading
- Five stocks we like better than Shiller CAPE U.S. Equities ETF
- Comfort Systems Earnings: AI Slowdown or More Growth Ahead?
- Bristol Myers Squibb’s Cancer Breakthrough Could Have Implications Beyond Its Own Stock
- 5 Beaten-Down Growth Stocks Trading Like Value Plays as Cash Chases Mega-Caps
- Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
Want to see what other hedge funds are holding CAPE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report).
Receive News & Ratings for Shiller CAPE U.S. Equities ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Shiller CAPE U.S. Equities ETF and related companies with MarketBeat.com's FREE daily email newsletter.
