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TRIO

MC Trio Equity Buffered ETF

4 hedge funds and large institutions have $204M invested in MC Trio Equity Buffered ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more capital invested

Capital invested by funds: $95.8M → $204M (+$108M)

100.8% more ownership

Funds ownership: 98.81%199.61% (+101%)

0% more funds holding

Funds holding: 44 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
1
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$102M +$1.4M +23,560 +1%
MC
2
McCarthy & Cox
Ohio
$102M +$96.8M +1,624,092 New
Wolverine Trading
3
Wolverine Trading
Illinois
$325K +$310K +5,205 New
UBS Group
4
UBS Group
Switzerland
$16K +$15.3K +256 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
-$536K -9,062 Closed
OMC
6
Old Mission Capital
Illinois
-$440K -7,453 Closed
Jane Street
7
Jane Street
New York
-$200K -3,391 Closed

TRIO Hedge Fund Activity: Q2 2025 in Review

4 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MC Trio Equity Buffered ETF (TRIO) for Q2 2025, worth a combined $204M — up 113% from $95.8M a quarter earlier.

Fund positioning in TRIO was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was McCarthy & Cox, opening a new position worth an estimated $96.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $536K sold.

  • 4 institutional investors held MC Trio Equity Buffered ETF (TRIO) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $204M of MC Trio Equity Buffered ETF stock for Q2 2025, up 113% quarter-over-quarter.
  • 3 funds opened new MC Trio Equity Buffered ETF positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest MC Trio Equity Buffered ETF buyer in Q2 2025 was McCarthy & Cox, an estimated $96.8M added.
  • The largest MC Trio Equity Buffered ETF seller in Q2 2025 was Susquehanna International Group, an estimated $536K sold.

Based on aggregated 13F filings for Q2 2025.