Foundations Investment Advisors LLC Has $18.44 Million Holdings in Shiller CAPE U.S. Equities ETF $CAPE

Foundations Investment Advisors LLC boosted its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 11.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 571,950 shares of the company’s stock after buying an additional 57,451 shares during the quarter. Foundations Investment Advisors LLC owned approximately 0.06% of Shiller CAPE U.S. Equities ETF worth $18,437,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. acquired a new stake in Shiller CAPE U.S. Equities ETF in the 2nd quarter worth $45,000. Osaic Holdings Inc. grew its position in 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 purchasing an additional 849 shares during the last quarter. Straightline Group LLC grew its position in Shiller CAPE U.S. Equities ETF by 4.4% in the 3rd quarter. Straightline Group LLC now owns 1,013,563 shares of the company’s stock worth $32,829,000 after purchasing an additional 42,959 shares during the last quarter. Waddell & Associates LLC grew its position in Shiller CAPE U.S. Equities ETF by 3.3% in the 3rd quarter. Waddell & Associates LLC now owns 2,054,398 shares of the company’s stock worth $66,932,000 after purchasing an additional 65,712 shares during the last quarter. Finally, Creative Financial Designs Inc. ADV grew its position in Shiller CAPE U.S. Equities ETF by 10.2% in the 3rd quarter. Creative Financial Designs Inc. ADV now owns 16,255 shares of the company’s stock worth $530,000 after purchasing an additional 1,500 shares during the last quarter. 25.05% of the stock is currently owned by institutional investors and hedge funds.

Shiller CAPE U.S. Equities ETF Price Performance

NYSEARCA CAPE opened at $32.44 on Thursday. The firm has a market capitalization of $268.60 million, a price-to-earnings ratio of -22.37 and a beta of 1.00. The company’s fifty day moving average is $31.86 and its two-hundred day moving average is $32.26. Shiller CAPE U.S. Equities ETF has a 52-week low of $29.74 and a 52-week high of $33.29.

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