Armor Investment Advisors LLC Cuts Holdings in Shiller CAPE U.S. Equities ETF $CAPE

Armor Investment Advisors LLC trimmed its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 84.9% in the first quarter, HoldingsChannel reports. The firm owned 33,476 shares of the company’s stock after selling 188,943 shares during the quarter. Armor Investment Advisors LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $1,033,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in CAPE. Northwestern Mutual Wealth Management Co. purchased a new stake in Shiller CAPE U.S. Equities ETF in the 2nd quarter valued at about $45,000. Osaic Holdings Inc. boosted its stake in shares of Shiller CAPE U.S. Equities ETF by 27.0% in the 2nd quarter. Osaic Holdings Inc. now owns 3,999 shares of the company’s stock worth $127,000 after buying an additional 849 shares during the last quarter. UBS Group AG boosted its stake in shares of Shiller CAPE U.S. Equities ETF by 8.8% in the 3rd quarter. UBS Group AG now owns 363,525 shares of the company’s stock worth $11,844,000 after buying an additional 29,395 shares during the last quarter. Santori & Peters Inc. grew its holdings in shares of Shiller CAPE U.S. Equities ETF by 0.3% in the fourth quarter. Santori & Peters Inc. now owns 252,817 shares of the company’s stock valued at $8,150,000 after acquiring an additional 643 shares in the last quarter. Finally, HF Advisory Group LLC grew its holdings in shares of Shiller CAPE U.S. Equities ETF by 31.7% in the fourth quarter. HF Advisory Group LLC now owns 157,353 shares of the company’s stock valued at $5,072,000 after acquiring an additional 37,838 shares in the last quarter. 25.05% of the stock is owned by institutional investors.

Shiller CAPE U.S. Equities ETF Trading Up 1.1%

Shares of CAPE opened at $33.17 on Wednesday. The stock has a 50 day moving average of $32.35 and a 200 day moving average of $32.32. The company has a market capitalization of $244.13 million, a price-to-earnings ratio of -22.88 and a beta of 0.97. Shiller CAPE U.S. Equities ETF has a 12 month low of $29.74 and a 12 month high of $34.25.

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. The fund utilizes the Precidian non-transparent model. CAPE was launched on Mar 31, 2022 and is managed by DoubleLine.