MC Trio Equity Buffered ETF
TRIO
5 hedge funds and large institutions have $123M invested in MC Trio Equity Buffered ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
150% more funds holding
Funds holding: 2 → 5 (+3)
12% more capital invested
Capital invested by funds: $110M → $123M (+$12.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.47% less ownership
Funds ownership: 101.23% → 100.76% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWS
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
+$1.09M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$401K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$307K |
| 4 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$221K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.3K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWS
1
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $122M | +$1.09M | +17,053 | +0.9% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $408K | +$401K | +6,301 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $313K | +$307K | +4,831 | New |
|
|
FWI
4
Facet Wealth Inc
Baltimore,
Maryland
| $225K | +$221K | +3,466 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $22K | +$14.3K | +224 | +193% |
|
TRIO Hedge Fund Activity: Q2 2026 in Review
5 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in MC Trio Equity Buffered ETF (TRIO) for Q2 2026, worth a combined $123M — up 12% from $110M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TRIO positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Evergreen Wealth Solutions, adding an estimated $1.09M.
- 5 institutional investors held MC Trio Equity Buffered ETF (TRIO) as of Q2 2026, up from 2 in Q1 2026.
- Funds reported $123M of MC Trio Equity Buffered ETF stock for Q2 2026, up 12% quarter-over-quarter.
- 3 funds opened new MC Trio Equity Buffered ETF positions in Q2 2026 and 0 closed out, a net change of +3 holders.
- The largest MC Trio Equity Buffered ETF buyer in Q2 2026 was Evergreen Wealth Solutions, an estimated $1.09M added.
Based on aggregated 13F filings for Q2 2026.