MC Trio Equity Buffered ETF
TRIO
2 hedge funds and large institutions have $110M invested in MC Trio Equity Buffered ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $111M → $110M (-$804K)
7.46% less ownership
Funds ownership: 108.69% → 101.23% (-7.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWS
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
+$2.05M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.13K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWS
1
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $110M | +$2.05M | +33,349 | +2% |
|
|
2
UBS Group
Zurich,
Switzerland
| $7.01K | +$7.13K | +116 | New |
|
TRIO Hedge Fund Activity: Q1 2026 in Review
2 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in MC Trio Equity Buffered ETF (TRIO) for Q1 2026, worth a combined $110M — down 0.72% from $111M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new TRIO positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Evergreen Wealth Solutions, adding an estimated $2.05M.
- 2 institutional investors held MC Trio Equity Buffered ETF (TRIO) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $110M of MC Trio Equity Buffered ETF stock for Q1 2026, down 0.72% quarter-over-quarter.
- 1 fund opened new MC Trio Equity Buffered ETF positions in Q1 2026 and 0 closed out, a net change of +1 holder.
- The largest MC Trio Equity Buffered ETF buyer in Q1 2026 was Evergreen Wealth Solutions, an estimated $2.05M added.
Based on aggregated 13F filings for Q1 2026.