Socha Financial Group LLC Reduces Stock Holdings in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Socha Financial Group LLC trimmed its holdings in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 87.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 228,325 shares of the company’s stock after selling 1,623,516 shares during the quarter. Shiller CAPE U.S. Equities ETF comprises about 3.2% of Socha Financial Group LLC’s investment portfolio, making the stock its 5th biggest holding. Socha Financial Group LLC owned about 1.64% of Shiller CAPE U.S. Equities ETF worth $6,842,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of CAPE. Avaii Wealth Management LLC raised its stake in 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 valued at $712,000 after buying an additional 683 shares during the last quarter. OLD National Bancorp IN bought a new position in shares of Shiller CAPE U.S. Equities ETF during the third quarter valued at $621,000. Foundations Investment Advisors LLC raised its position in shares of Shiller CAPE U.S. Equities ETF by 172.2% in the 3rd quarter. Foundations Investment Advisors LLC now owns 140,309 shares of the company’s stock worth $4,152,000 after purchasing an additional 88,755 shares during the last quarter. International Assets Investment Management LLC boosted its stake in Shiller CAPE U.S. Equities ETF by 2,859.0% in the 3rd quarter. International Assets Investment Management LLC now owns 2,402,678 shares of the company’s stock worth $71,095,000 after purchasing an additional 2,321,479 shares in the last quarter. Finally, HF Advisory Group LLC grew its position in Shiller CAPE U.S. Equities ETF by 1.5% during the 3rd quarter. HF Advisory Group LLC now owns 105,481 shares of the company’s stock valued at $3,121,000 after purchasing an additional 1,550 shares during the last quarter.

Shiller CAPE U.S. Equities ETF Stock Performance

Shares of Shiller CAPE U.S. Equities ETF stock opened at $31.12 on Friday. The company has a 50-day simple moving average of $30.64 and a two-hundred day simple moving average of $29.82. The stock has a market capitalization of $434.44 million, a PE ratio of 25.30 and a beta of 0.93. Shiller CAPE U.S. Equities ETF has a 52-week low of $26.21 and a 52-week high of $32.13.

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.