Foundations Investment Advisors LLC Grows Position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Foundations Investment Advisors LLC increased its position in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 99.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 279,300 shares of the company’s stock after buying an additional 138,991 shares during the period. Foundations Investment Advisors LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $8,370,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Armor Investment Advisors LLC increased its stake in Shiller CAPE U.S. Equities ETF by 18.9% in the third quarter. Armor Investment Advisors LLC now owns 15,008 shares of the company’s stock valued at $444,000 after purchasing an additional 2,385 shares during the last quarter. OLD National Bancorp IN purchased a new position in Shiller CAPE U.S. Equities ETF in the third quarter valued at approximately $621,000. Avaii Wealth Management LLC increased 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 increased 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, Bank of Montreal Can increased its stake in Shiller CAPE U.S. Equities ETF by 4.7% in the second quarter. Bank of Montreal Can now owns 95,011 shares of the company’s stock valued at $2,641,000 after purchasing an additional 4,226 shares during the last quarter.

Shiller CAPE U.S. Equities ETF Stock Up 2.7 %

Shares of Shiller CAPE U.S. Equities ETF stock opened at $30.86 on Monday. The firm has a market capitalization of $430.81 million, a P/E 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. The firm’s 50 day moving average is $30.72 and its two-hundred day moving average is $29.69.

Shiller CAPE U.S. Equities ETF Company 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.