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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
185% more capital invested
Capital invested by funds: $19.3M → $54.8M (+$35.6M)
75% more funds holding
Funds holding: 4 → 7 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17.37% less ownership
Funds ownership: 115.47% → 98.1% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shelton Capital Management
Denver,
Colorado
|
+$28.8M |
| 2 |
IPA
Investment Planning Advisors
Cumming,
Georgia
|
+$1.88M |
| 3 |
GSWA
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
+$336K |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$276K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$419 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
1
Shelton Capital Management
Denver,
Colorado
| $38.2M | +$28.8M | +1,101,355 | +314% |
|
|
GSWA
2
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $10.8M | +$336K | +12,836 | +3% |
|
|
FAL
3
Focused Alpha LLC
Denver,
Colorado
| $3.62M | +$3.61M | +137,735 | New |
|
|
IPA
4
Investment Planning Advisors
Cumming,
Georgia
| $1.89M | +$1.88M | +71,908 | New |
|
|
GSEP
5
Golden State Equity Partners
South Coast Metro,
California
| $278K | +$276K | +10,550 | New |
|
|
PAI
6
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $41.4K | – | – | – |
|
|
DFA
7
DHJJ Financial Advisors
Naperville,
Illinois
| $421 | +$419 | +16 | New |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$8.11K | -316 | Closed |
|
SEPI Hedge Fund Activity: Q4 2025 in Review
7 of the 8,223 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.