SEPI
Shelton Equity Premium Income ETF
SEPI
SEPI
7 hedge funds and large institutions have $54.8M invested in Shelton Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
17.37% less ownership
Funds ownership: 115.47% → 98.1% (-17%)
Holders
7
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$28.8M | |
| 2 | +$1.88M | |
| 3 | +$336K | |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$276K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$419 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
1
Shelton Capital Management
Denver,
Colorado
| $38.2M |
|
|||
|
GSWA
2
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $10.8M |
|
|||
|
FAL
3
Focused Alpha LLC
Denver,
Colorado
| $3.62M |
|
|||
|
IPA
4
Investment Planning Advisors
Cumming,
Georgia
| $1.89M |
|
|||
|
GSEP
5
Golden State Equity Partners
South Coast Metro,
California
| $278K |
|
|||
|
PAI
6
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $41.4K |
|
|||
|
DFA
7
DHJJ Financial Advisors
Naperville,
Illinois
| $421 |
|
|||
8
Bank of America
Charlotte,
North Carolina
| – |
|