MC Trio Equity Buffered ETF
TRIO
2 hedge funds and large institutions have $111M invested in MC Trio Equity Buffered ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8.62% more ownership
Funds ownership: 100.07% → 108.69% (+8.6%)
4% more capital invested
Capital invested by funds: $107M → $111M (+$3.88M)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWS
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
McCarthy & Cox
Marysville,
Ohio
|
-$105M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$33.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWS
1
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $109M | +$117M | +1,788,683 | New |
|
|
MC
2
McCarthy & Cox
Marysville,
Ohio
| $1.62M | -$105M | -1,607,976 | -98% |
|
|
3
UBS Group
Zurich,
Switzerland
| – | -$33.6K | -516 | Closed |
|
TRIO Hedge Fund Activity: Q4 2025 in Review
2 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in MC Trio Equity Buffered ETF (TRIO) for Q4 2025, worth a combined $111M — up 3.6% from $107M a quarter earlier.
Fund positioning in TRIO was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Evergreen Wealth Solutions, opening a new position worth an estimated $117M. The largest seller was McCarthy & Cox, cutting an estimated $105M.
- 2 institutional investors held MC Trio Equity Buffered ETF (TRIO) as of Q4 2025, down from 3 in Q3 2025.
- Funds reported $111M of MC Trio Equity Buffered ETF stock for Q4 2025, up 3.6% quarter-over-quarter.
- 1 fund opened new MC Trio Equity Buffered ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest MC Trio Equity Buffered ETF buyer in Q4 2025 was Evergreen Wealth Solutions, an estimated $117M added.
- The largest MC Trio Equity Buffered ETF seller in Q4 2025 was McCarthy & Cox, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2025.