Jim Simons’s Invesco Total Return Bond ETF GTO Stock Holding History

Jim Simons’s Portfolio GTO Stock Details GTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-38,695	Closed	-$1.84M	–	3434
2025 Q3	$1.84M	Sell	38,695 -11,305	-23%	-$532K	﹤0.01%	2132
2025 Q2	$2.34M	Buy	50,000 +19,900	+66%	+$922K	﹤0.01%	2018
2025 Q1	$1.41M	Buy	30,100 +16,100	+115%	+$752K	﹤0.01%	2199
2024 Q4	$650K	Sell	14,000 -47,100	-77%	-$2.22M	﹤0.01%	2720
2024 Q3	$2.95M	Buy	61,100 +5,300	+9%	+$253K	﹤0.01%	1765
2024 Q2	$2.59M	Buy	55,800 +8,500	+18%	+$393K	﹤0.01%	1710
2024 Q1	$2.21M	Buy	47,300 +28,938	+158%	+$1.35M	﹤0.01%	1968
2023 Q4	$867K	Buy	+18,362	New	+$830K	﹤0.01%	2500
2022 Q3	–	Sell	-6,747	Closed	-$325K	–	4168
2022 Q2	$325K	Sell	6,747 -43,553	-87%	-$2.17M	﹤0.01%	3408
2022 Q1	$2.64M	Buy	+50,300	New	+$2.71M	﹤0.01%	2015

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jim Simons's GTO Position: Q4 2025 in Review

Jim Simons sold out of Invesco Total Return Bond ETF (GTO) in Q4 2025, closing a stake of 38,695 shares — an estimated $1.84M sold.

Jim Simons first reported a position in GTO in Q1 2022 and held it in 10 quarters. The position peaked at $2.95M in Q3 2024. 206 funds tracked by Wall St. Rank hold GTO as of Q4 2025.

Jim Simons reported no remaining Invesco Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 38,695 Invesco Total Return Bond ETF shares in Q4 2025, an estimated $1.84M.
Jim Simons first reported a position in Invesco Total Return Bond ETF in Q1 2022 and held it in 10 quarters.
Jim Simons's Invesco Total Return Bond ETF position peaked at $2.95M in Q3 2024.
206 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.