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SEPI

Shelton Equity Premium Income ETF
SEPI

16 hedge funds and large institutions have $92.3M invested in Shelton Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more funds holding

Funds holding: 7 → 16 (+9)

68% more capital invested

Capital invested by funds: $54.8M → $92.3M (+$37.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.2% less ownership

Funds ownership: 98.1% → 96.9% (-1.2%)

Holders
16
Holders Change
+9
Holders Change %
+128.57%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
5
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Shelton Capital Management
Colorado
+$11.7M
2
LPL Financial
LPL Financial
California
+$7.21M
3
Raymond James Financial
Raymond James Financial
Florida
+$7.19M
4
SPIA
Steward Partners Investment Advisory
New York
+$4.95M
5
FAL
Focused Alpha LLC
Colorado
+$3.25M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Shelton Capital Management
Colorado
$47.6M +$11.7M +446,525 +31%
GSWA
2
Good Steward Wealth Advisors
Tennessee
$10.3M +$52 +2 +0%
LPL Financial
3
LPL Financial
California
$6.92M +$7.21M +276,222 New
Raymond James Financial
4
Raymond James Financial
Florida
$6.9M +$7.19M +275,346 New
FAL
5
Focused Alpha LLC
Colorado
$6.57M +$3.25M +124,629 +90%
SPIA
6
Steward Partners Investment Advisory
New York
$4.75M +$4.95M +189,723 New
Jane Street
7
Jane Street
New York
$2.69M +$2.8M +107,211 New
IPA
8
Investment Planning Advisors
Georgia
$2.24M +$455K +17,440 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.41M +$1.47M +56,440 New
HHCP
10
Hilton Head Capital Partners
South Carolina
$940K +$979K +37,502 New
CA
11
Carson Advisory
Georgia
$814K +$848K +32,500 New
GSEP
12
Golden State Equity Partners
California
$437K +$180K +6,907 +65%
WWM
13
Western Wealth Management
Colorado
$400K +$416K +15,957 New
PAG
14
Private Advisor Group
New Jersey
$277K +$288K +11,054 New
PAI
15
Pittenger & Anderson Inc
Nebraska
$39.5K – – –
DFA
16
DHJJ Financial Advisors
Illinois
$401 – – –

SEPI Hedge Fund Activity: Q1 2026 in Review

16 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Shelton Equity Premium Income ETF (SEPI) for Q1 2026, worth a combined $92.3M — up 68% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SEPI positions and 0 closed out — a net gain of 9 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Shelton Capital Management, adding an estimated $11.7M.

  • 16 institutional investors held Shelton Equity Premium Income ETF (SEPI) as of Q1 2026, up from 7 in Q4 2025.
  • Funds reported $92.3M of Shelton Equity Premium Income ETF stock for Q1 2026, up 68% quarter-over-quarter.
  • 9 funds opened new Shelton Equity Premium Income ETF positions in Q1 2026 and 0 closed out, a net change of +9 holders.
  • The largest Shelton Equity Premium Income ETF buyer in Q1 2026 was Shelton Capital Management, an estimated $11.7M added.

Based on aggregated 13F filings for Q1 2026.