MC Trio Equity Buffered ETF
TRIO
3 hedge funds and large institutions have $107M invested in MC Trio Equity Buffered ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less funds holding
Funds holding: 4 → 3 (-1)
47% less capital invested
Capital invested by funds: $204M → $107M (-$96.5M)
99.54% less ownership
Funds ownership: 199.61% → 100.07% (-100%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
McCarthy & Cox
Marysville,
Ohio
|
+$660K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$66K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$102M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
McCarthy & Cox
Marysville,
Ohio
| $107M | +$660K | +10,338 | +0.6% |
|
|
2
Wolverine Trading
Chicago,
Illinois
| $406K | +$66K | +1,033 | +20% |
|
|
3
UBS Group
Zurich,
Switzerland
| $33.6K | +$16.6K | +260 | +102% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$102M | -1,624,092 | Closed |
|
TRIO Hedge Fund Activity: Q3 2025 in Review
3 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MC Trio Equity Buffered ETF (TRIO) for Q3 2025, worth a combined $107M — down 47% from $204M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of TRIO and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was McCarthy & Cox, adding an estimated $660K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $102M sold.
- 3 institutional investors held MC Trio Equity Buffered ETF (TRIO) as of Q3 2025, down from 4 in Q2 2025.
- Funds reported $107M of MC Trio Equity Buffered ETF stock for Q3 2025, down 47% quarter-over-quarter.
- 0 funds opened new MC Trio Equity Buffered ETF positions in Q3 2025 and 1 closed out, a net change of -1 holder.
- The largest MC Trio Equity Buffered ETF buyer in Q3 2025 was McCarthy & Cox, an estimated $660K added.
- The largest MC Trio Equity Buffered ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $102M sold.
Based on aggregated 13F filings for Q3 2025.