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.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$11.7M
2
+$7.21M
3
+$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
GSWA
2
Good Steward Wealth Advisors
Tennessee
$10.3M
LPL Financial
3
LPL Financial
California
$6.92M
Raymond James Financial
4
Raymond James Financial
Florida
$6.9M
FAL
5
Focused Alpha LLC
Colorado
$6.57M
SPIA
6
Steward Partners Investment Advisory
New York
$4.75M
Jane Street
7
Jane Street
New York
$2.69M
IPA
8
Investment Planning Advisors
Georgia
$2.24M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.41M
HHCP
10
Hilton Head Capital Partners
South Carolina
$940K
CA
11
Carson Advisory
Georgia
$814K
GSEP
12
Golden State Equity Partners
California
$437K
WWM
13
Western Wealth Management
Colorado
$400K
PAG
14
Private Advisor Group
New Jersey
$277K
PAI
15
Pittenger & Anderson Inc
Nebraska
$39.5K
DFA
16
DHJJ Financial Advisors
Illinois
$401