Shelton Equity Premium Income ETF
SEPI
4 hedge funds and large institutions have $19.3M invested in Shelton Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
115.47% more ownership
Funds ownership: 0% → 115.47% (+115%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWA
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
+$10.1M |
| 2 |
SCM
Shelton Capital Management
Denver,
Colorado
|
+$8.94M |
| 3 |
PAI
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
+$40.1K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.04K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSWA
1
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $10.2M | +$10.1M | +397,501 | New |
|
|
SCM
2
Shelton Capital Management
Denver,
Colorado
| $9.01M | +$8.94M | +351,145 | New |
|
|
PAI
3
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $40.4K | +$40.1K | +1,575 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $8.11K | +$8.04K | +316 | New |
|
SEPI Hedge Fund Activity: Q3 2025 in Review
4 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Shelton Equity Premium Income ETF (SEPI) for Q3 2025, worth a combined $19.3M.
Buyers outnumbered sellers: 4 funds opened new SEPI positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Good Steward Wealth Advisors, opening a new position worth an estimated $10.1M.
- 4 institutional investors held Shelton Equity Premium Income ETF (SEPI) as of Q3 2025, up from 0 in Q2 2025.
- Funds reported $19.3M of Shelton Equity Premium Income ETF stock for Q3 2025.
- 4 funds opened new Shelton Equity Premium Income ETF positions in Q3 2025 and 0 closed out, a net change of +4 holders.
- The largest Shelton Equity Premium Income ETF buyer in Q3 2025 was Good Steward Wealth Advisors, an estimated $10.1M added.
Based on aggregated 13F filings for Q3 2025.