Creative Financial Designs Inc. ADV Has $37,000 Position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Creative Financial Designs Inc. ADV increased its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 150.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,250 shares of the company’s stock after acquiring an additional 750 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in Shiller CAPE U.S. Equities ETF were worth $37,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in CAPE. Foundations Investment Advisors LLC increased its stake in shares of Shiller CAPE U.S. Equities ETF by 99.1% in the fourth quarter. Foundations Investment Advisors LLC now owns 279,300 shares of the company’s stock valued at $8,370,000 after buying an additional 138,991 shares during the period. Waddell & Associates LLC increased its stake in shares of Shiller CAPE U.S. Equities ETF by 1.1% in the third quarter. Waddell & Associates LLC now owns 1,973,909 shares of the company’s stock valued at $58,408,000 after buying an additional 20,954 shares during the period. Kingswood Wealth Advisors LLC increased its stake in shares of 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 buying an additional 16,100 shares during the period. Capital Investment Advisors LLC increased its stake in shares of 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 valued at $2,752,000 after buying an additional 3,820 shares during the period. Finally, Santori & Peters Inc. increased its stake in shares of Shiller CAPE U.S. Equities ETF by 1.2% in the fourth quarter. Santori & Peters Inc. now owns 268,043 shares of the company’s stock valued at $8,032,000 after buying an additional 3,241 shares during the period.

Shiller CAPE U.S. Equities ETF Price Performance

Shiller CAPE U.S. Equities ETF stock opened at $30.05 on Friday. The business has a 50 day moving average of $30.77 and a 200-day moving average of $30.40. Shiller CAPE U.S. Equities ETF has a 1 year low of $26.21 and a 1 year high of $32.13. The company has a market capitalization of $298.10 million, a P/E ratio of 28.23 and a beta of 1.12.

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.