Jim Simons
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Jim Simons’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Jim Simons’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,349,100
Closed -$67.6M – 3684
2025
Q1 		$67.6M Buy
1,349,100
+313,300
+30% +$15.7M 0.1% 238
2024
Q4 		$51.9M Hold
1,035,800
– – 0.08% 308
2024
Q3 		$52M Hold
1,035,800
– – 0.08% 310
2024
Q2 		$51.7M Sell
1,035,800
-27,400
-3% -$1.37M 0.09% 283
2024
Q1 		$53M Hold
1,063,200
– – 0.08% 298
2023
Q4 		$53M Buy
1,063,200
+432,400
+69% +$21.5M 0.08% 283
2023
Q3 		$31.4M Sell
630,800
-13,200
-2% -$657K 0.05% 409
2023
Q2 		$32M Sell
644,000
-44,400
-6% -$2.21M 0.05% 456
2023
Q1 		$34.1M Buy
688,400
+194,500
+39% +$9.65M 0.05% 474
2022
Q4 		$24.4M Buy
+493,900
New +$24.4M 0.03% 615
2022
Q3 		– Sell
-36,900
Closed -$1.83M – 4165
2022
Q2 		$1.83M Sell
36,900
-65,354
-64% -$3.25M ﹤0.01% 2258
2022
Q1 		$5.09M Buy
102,254
+56,854
+125% +$2.85M 0.01% 1580
2021
Q4 		$2.28M Sell
45,400
-108,200
-70% -$5.45M ﹤0.01% 2037
2021
Q3 		$7.75M Sell
153,600
-223,848
-59% -$11.3M 0.01% 1181
2021
Q2 		$19.1M Buy
377,448
+138,348
+58% +$6.99M 0.02% 787
2021
Q1 		$12.1M Buy
239,100
+13,100
+6% +$662K 0.02% 1067
2020
Q4 		$11.4M Sell
226,000
-5,100
-2% -$258K 0.01% 1073
2020
Q3 		$11.7M Sell
231,100
-11,400
-5% -$576K 0.01% 1036
2020
Q2 		$12.2M Buy
242,500
+114,000
+89% +$5.71M 0.01% 1110
2020
Q1 		$6.34M Sell
128,500
-155,974
-55% -$7.81M 0.01% 1430
2019
Q4 		$14.3M Buy
284,474
+48,674
+21% +$2.45M 0.01% 1199
2019
Q3 		$11.9M Sell
235,800
-10,000
-4% -$504K 0.01% 1277
2019
Q2 		$12.4M Buy
245,800
+29,600
+14% +$1.49M 0.01% 1263
2019
Q1 		$10.9M Buy
216,200
+2,700
+1% +$136K 0.01% 1330
2018
Q4 		$10.7M Buy
213,500
+2,800
+1% +$141K 0.01% 1262
2018
Q3 		$10.6M Buy
210,700
+9,765
+5% +$491K 0.01% 1326
2018
Q2 		$10.1M Buy
+200,935
New +$10.1M 0.01% 1340

Other funds holding GSY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Jim Simons's GSY Position: Q2 2025 in Review

Jim Simons sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2025, closing a stake of 1,349,100 shares — an estimated $67.6M sold.

Jim Simons first reported a position in GSY in Q2 2018 and held it in 27 quarters. The position peaked at $67.6M in Q1 2025. 264 funds tracked by Wall St. Rank hold GSY as of Q2 2025.

  • Jim Simons reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 1,349,100 Invesco Ultra Short Duration ETF shares in Q2 2025, an estimated $67.6M.
  • Jim Simons first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and held it in 27 quarters.
  • Jim Simons's Invesco Ultra Short Duration ETF position peaked at $67.6M in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.