Walled Lake Planning & Wealth Management LLC Purchases 12,572 Shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Walled Lake Planning & Wealth Management LLC increased its position in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 1.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 866,211 shares of the company’s stock after buying an additional 12,572 shares during the quarter. Shiller CAPE U.S. Equities ETF makes up 9.7% of Walled Lake Planning & Wealth Management LLC’s portfolio, making the stock its largest holding. Walled Lake Planning & Wealth Management LLC owned 0.06% of Shiller CAPE U.S. Equities ETF worth $25,958,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bank of Montreal Can grew its holdings in Shiller CAPE U.S. Equities ETF by 1.8% in the third quarter. Bank of Montreal Can now owns 96,765 shares of the company’s stock valued at $2,861,000 after purchasing an additional 1,754 shares during the period. Capital Investment Advisors LLC grew its stake in Shiller CAPE U.S. Equities ETF by 4.3% in the 4th quarter. Capital Investment Advisors LLC now owns 91,822 shares of the company’s stock valued at $2,752,000 after acquiring an additional 3,820 shares during the period. HF Advisory Group LLC increased its holdings in Shiller CAPE U.S. Equities ETF by 3.0% in the 4th quarter. HF Advisory Group LLC now owns 108,698 shares of the company’s stock worth $3,257,000 after acquiring an additional 3,217 shares in the last quarter. Kingswood Wealth Advisors LLC raised its position in Shiller CAPE U.S. Equities ETF by 122.9% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 29,200 shares of the company’s stock worth $875,000 after acquiring an additional 16,100 shares during the period. Finally, Foundations Investment Advisors LLC lifted its holdings in Shiller CAPE U.S. Equities ETF by 99.1% during the fourth quarter. Foundations Investment Advisors LLC now owns 279,300 shares of the company’s stock valued at $8,370,000 after purchasing an additional 138,991 shares in the last quarter.

Shiller CAPE U.S. Equities ETF Price Performance

Shares of NYSEARCA:CAPE opened at $30.07 on Friday. The business’s 50 day moving average price is $30.84 and its 200-day moving average price is $30.47. The firm has a market capitalization of $298.29 million, a PE ratio of 28.23 and a beta of 1.12. Shiller CAPE U.S. Equities ETF has a 1 year low of $26.21 and a 1 year high of $32.13.

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.