Shelton Equity Premium Income ETF
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.
430,727% more capital inflows, than outflows
Capital inflows: $34.9M | Capital outflows: $8.11K
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
24.48% more ownership
Funds ownership: 13.77% → 38.25% (+24%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shelton Capital Management
Denver,
Colorado
|
+$28.8M |
| 2 |
IPA
Investment Planning Advisors
Cumming,
Georgia
|
+$1.88M |
| 3 |
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
+$336K |
| 4 |
Golden State Equity Partners
South Coast Metro,
California
|
+$276K |
| 5 |
DHJJ Financial Advisors
Naperville,
Illinois
|
+$419 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.11K |
SEPI Hedge Fund Activity: Q4 2025 in Review
7 of the 8,294 institutional investors tracked by Wall St. Rank reported a position in Shelton Equity Premium Income ETF (SEPI) for Q4 2025, worth a combined $54.8M — up 185% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SEPI positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Shelton Capital Management, adding an estimated $28.8M. The largest seller was Bank of America, exiting entirely with an estimated $8.11K sold.
- 7 institutional investors held Shelton Equity Premium Income ETF (SEPI) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $54.8M of Shelton Equity Premium Income ETF stock for Q4 2025, up 185% quarter-over-quarter.
- 4 funds opened new Shelton Equity Premium Income ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest Shelton Equity Premium Income ETF buyer in Q4 2025 was Shelton Capital Management, an estimated $28.8M added.
- The largest Shelton Equity Premium Income ETF seller in Q4 2025 was Bank of America, an estimated $8.11K sold.
Based on aggregated 13F filings for Q4 2025.