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SCEP

Sterling Capital Hedged Equity Premium Income ETF
SCEP

26 hedge funds and large institutions have $168M invested in Sterling Capital Hedged Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

36,814% more capital invested

Capital invested by funds: $454K → $168M (+$167M)

1,200% more funds holding

Funds holding: 2 → 26 (+24)

78.16% more ownership

Funds ownership: 0% → 78.16% (+78%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
26
Holders Change
+24
Holders Change %
+1,200%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$136M
2
KCM
Key Capital Management
Tennessee
+$6.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.17M
4
Truist Financial
Truist Financial
North Carolina
+$4.15M
5
LI
LifeWealth Investments
Florida
+$3.99M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$131M +$136M +5,542,593 New
KCM
2
Key Capital Management
Tennessee
$6.34M +$6.59M +269,006 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.02M +$4.17M +170,460 New
Truist Financial
4
Truist Financial
North Carolina
$3.99M +$4.15M +169,397 New
LI
5
LifeWealth Investments
Florida
$3.84M +$3.99M +163,093 New
SW
6
Simplicity Wealth
New Jersey
$3.18M +$3.31M +135,001 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$2.95M +$3.07M +125,332 New
Q1WB
8
Quest 10 Wealth Builders
Virginia
$1.98M +$2.05M +83,883 New
KFG
9
Kingdom Financial Group
Arizona
$1.47M +$1.53M +62,288 New
LAS
10
Lloyd Advisory Services
Georgia
$1.47M +$1.53M +62,288 New
CA
11
Centennial Advisors
Texas
$1.44M +$1.5M +61,213 New
FWM
12
FLP Wealth Management
Arkansas
$1.36M +$1.42M +57,845 New
SF
13
Slagle Financial
Illinois
$1.03M +$1.07M +43,875 New
FA
14
FSA Advisors
Michigan
$1.03M +$1.07M +43,793 New
RCM
15
Raleigh Capital Management
North Carolina
$782K +$813K +33,178 New
SW
16
SMART Wealth
Nebraska
$586K +$609K +24,854 New
OMC
17
Old Mission Capital
Illinois
$362K +$376K +15,356 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$329K -$105K -4,295 -24%
P
19
&Partners
Tennessee
$245K +$255K +10,412 New
AWMNH
20
Arcadia Wealth Management (New Hampshire)
New Hampshire
$233K +$242K +9,900 New
SL
21
Sentinus LLC
Illinois
$225K +$234K +9,538 New
NA
22
Networth Advisors
Pennsylvania
$92K +$95.6K +3,902 New
SCM
23
Sterling Capital Management
North Carolina
$7.42K +$7.71K +315 New
Osaic Holdings
24
Osaic Holdings
Arizona
$6.81K +$7.08K +289 New
UBS Group
25
UBS Group
Switzerland
$6.36K +$6.61K +270 New
1
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SCEP Hedge Fund Activity: Q1 2026 in Review

26 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Hedged Equity Premium Income ETF (SCEP) for Q1 2026, worth a combined $168M — up 36,814% from $454K a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCEP positions and 0 closed out — a net gain of 24 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $136M. The largest seller was Susquehanna International Group, cutting an estimated $105K.

  • 26 institutional investors held Sterling Capital Hedged Equity Premium Income ETF (SCEP) as of Q1 2026, up from 2 in Q4 2025.
  • Funds reported $168M of Sterling Capital Hedged Equity Premium Income ETF stock for Q1 2026, up 36,814% quarter-over-quarter.
  • 24 funds opened new Sterling Capital Hedged Equity Premium Income ETF positions in Q1 2026 and 0 closed out, a net change of +24 holders.
  • The largest Sterling Capital Hedged Equity Premium Income ETF buyer in Q1 2026 was AE Wealth Management, an estimated $136M added.
  • The largest Sterling Capital Hedged Equity Premium Income ETF seller in Q1 2026 was Susquehanna International Group, an estimated $105K sold.

Based on aggregated 13F filings for Q1 2026.