Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:With Vident's Help, Rogers Enters ETF World Not Rated 1.0 Email Routing List Email & Route  Print Print
Wednesday, September 10, 2025

With Vident's Help, Rogers Enters ETF World

Reported by Neil Anderson, Managing Editor

Steve Rogers and the team at his 40-year-old, $6-billion-AUM*, Colorado fund firm are entering the ETF space, with help from an ally near Atlanta.

On Monday (September 8), Rogers, CEO of Shelton Capital Management [profile], unveiled the launch of the Denver-based firm's 1st ETF: the Shelton Equity Premium Income ETF (SEPI on the NYSE Arca). CCM Partners, LP (dba Shelton Capital Management) will serve as administrator and investment advisor to the new fund, while Alpharetta, Georgia-based Vident Asset Management will serve as subadvisor.

SEPI's inception date was Monday. The new ETF comes with an expense ratio of 54 basis points.

The PM team for SEPI includes five portfolio managers:
  • Yin Bhuyan, senior PM at Vident;
  • Nick Griebenow, PM at Shelton;
  • Barry Martin, senior PM at Shelton;
  • Austin Wen, senior PM at Vident; and
  • Rogers himself.

  • Rogers notes that SEPI is powered by "the same research and management principals" behind Shelton's existing equity income SMA offering and its 29-year-old, $925.5-million-AUM** flagship fund: the Shelton Equity Income Fund. The new ETF is designed to generate income via equity dividends and option premiums.

    "We believe SEPI stands apart by selling calls on individual stocks rather than relying on synthetic notes or index option overlays," Rogers states.

    "As we continue to pursue innovative vehicle solutions to meet our clients' needs, we have designed SEPI for investors who want more than a static income fund," Martin states.

    SEPI is an actively managed series of SCM Trust. The new ETF's other service providers include:
  • Cohen & Company, Ltd. as independent accounting firm;
  • Davis, Graham & Stubbs as counsel;
  • Paralel Distributors LLC as distributor and principal underwriter;
  • Paralel Technologies LLC as fund accounting agent; and
  • State Street Bank and Trust Company as custodian, shareholder servicing agent, and transfer agent.

  • *As of August 31, 2025.

    As of June 30, 2025. 

    Stay ahead of the news ... Sign up for our email alerts now
    CLICK HERE

    1.0
     Do You Recommend This Story?



    GO TO: MFWire
    Return to Top
     News Archives
    2026: Q2Q1
    2025: Q4Q3Q2Q1
    2024: Q4Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. WE South - TopGolf Showdown (Nashvile), April 1
    2. WE South - TopGolf Showdown (Fort Myers), April 1
    3. WE South - TopGolf Showdown (Atlanta), April 1
    4. WE South - TopGolf Showdown (Charlotte), April 1
    5. MFDF webinar - Strategic ETF Launch and Listing Oversight for Independent Fund Boards, April 7
    6. MFDF webinar - MPI's Annual Survey of Investment Firm Profitability and Economies of Scale, April 8
    7. IDC Foundations For Fund Directors, Apr 8-9
    8. IMEA webinar - The Future of Sales in the Intermediary Channel and the Evolving Role of the Internal Salesperson, April 8
    9. IDC webinar - Alternative Investments Briefing For Fund Directors: Introduction to Interval Funds, April 13
    10. MFDF Director Discussion Series - Open Forum, April 14
    11. WE SoCal - DTLA Networking Lunch, April 15
    12. MFDF Director Discussion Series - Open Forum, April 16
    13. Tiburon CEO Summit L, Apr 20-22
    14. 2026 MMI Thrive Forum, Apr 21-22
    15. WE PNW - Wealth and Finance Career Conference, April 22
    16. IMEA Distribution Summit, April 22
    17. Nicsa webinar - From AI Hype to Business Impact: Asset Management Insights, Applications and Governance, April 22
    18. MFDF Spotlight webinar - Key Findings and Insights from MFDF's Fund Board Composition Survey, April 22
    19. IDC Fund Directors Workshop, April 29 - May 1
    20. ICI Leadership Summit, April 29 - May 1
    21. IMEA Alternatives Roundtable, April 30
    22. 7th Annual Expect Miracles Foundation Distance Challenge, May 12-19
    23. New York Sohn Investment Conference, May 12
    24. Nicsa webinar - Scaling Operations In a Data-Intensive World, May 13
    25. Envestnet Elevate 2026, May 19-20
    26. ICI ETF Conference, Jun 8-10




    ©All rights reserved to InvestmentWires, Inc. 1997-2026
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use