Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) is Socha Financial Group LLC’s 5th Largest Position

Socha Financial Group LLC decreased its holdings in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 87.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 228,325 shares of the company’s stock after selling 1,623,516 shares during the period. Shiller CAPE U.S. Equities ETF accounts for about 3.2% of Socha Financial Group LLC’s portfolio, making the stock its 5th largest position. Socha Financial Group LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $6,842,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the business. Armor Investment Advisors LLC boosted its position in Shiller CAPE U.S. Equities ETF by 18.9% during the 3rd quarter. Armor Investment Advisors LLC now owns 15,008 shares of the company’s stock valued at $444,000 after acquiring an additional 2,385 shares in the last quarter. OLD National Bancorp IN bought a new stake in Shiller CAPE U.S. Equities ETF during the third quarter valued at about $621,000. Avaii Wealth Management LLC grew its stake in Shiller CAPE U.S. Equities ETF by 2.9% in the third quarter. Avaii Wealth Management LLC now owns 24,056 shares of the company’s stock valued at $712,000 after purchasing an additional 683 shares during the last quarter. Kingswood Wealth Advisors LLC grew its stake in Shiller CAPE U.S. Equities ETF by 122.9% in the fourth quarter. Kingswood Wealth Advisors LLC now owns 29,200 shares of the company’s stock valued at $875,000 after purchasing an additional 16,100 shares during the last quarter. Finally, Capital Investment Advisors LLC raised its holdings in Shiller CAPE U.S. Equities ETF by 4.3% in the fourth quarter. Capital Investment Advisors LLC now owns 91,822 shares of the company’s stock worth $2,752,000 after purchasing an additional 3,820 shares in the last quarter.

Shiller CAPE U.S. Equities ETF Stock Performance

Shiller CAPE U.S. Equities ETF stock opened at $31.12 on Friday. The stock has a market cap of $434.44 million, a PE ratio of 25.30 and a beta of 0.93. The stock has a 50-day moving average of $30.64 and a two-hundred day moving average of $29.82. Shiller CAPE U.S. Equities ETF has a one year low of $26.21 and a one 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.