Jim Simons’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Jim Simons’s Portfolio IFLN Stock Details IFLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-34,200	Closed	-$628K	–	4484
2022 Q1	$628K	Buy	+34,200	New	+$639K	﹤0.01%	3034
2021 Q2	–	Sell	-68,066	Closed	-$1.32M	–	3701
2021 Q1	$1.32M	Sell	68,066 -68,834	-50%	-$1.33M	﹤0.01%	2481
2020 Q4	$2.66M	Buy	136,900 +51,100	+60%	+$973K	﹤0.01%	1954
2020 Q3	$1.59M	Sell	85,800 -1,009	-1%	-$18.9K	﹤0.01%	2265
2020 Q2	$1.57M	Buy	86,809 +62,309	+254%	+$1.1M	﹤0.01%	2312
2020 Q1	$406K	Sell	24,500 -13,500	-36%	-$250K	﹤0.01%	2860
2019 Q4	$732K	Sell	38,000 -14,094	-27%	-$269K	﹤0.01%	2760
2019 Q3	$991K	Buy	52,094 +14,253	+38%	+$271K	﹤0.01%	2597
2019 Q2	$717K	Sell	37,841 -5,459	-13%	-$102K	﹤0.01%	2853
2019 Q1	$808K	Buy	+43,300	New	+$797K	﹤0.01%	2763
2018 Q4	–	Sell	-10,330	Closed	-$191K	–	3550
2018 Q3	$191K	Sell	10,330 -18,072	-64%	-$334K	﹤0.01%	3162
2018 Q2	$519K	Buy	+28,402	New	+$525K	﹤0.01%	2822
2018 Q1	–	Sell	-145,500	Closed	-$2.76M	–	3524
2017 Q4	$2.76M	Buy	+145,500	New	+$2.76M	﹤0.01%	2153

Other funds holding IFLN

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jim Simons's IFLN Position: Q2 2022 in Review

Jim Simons sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2022, closing a stake of 34,200 shares — an estimated $628K sold.

Jim Simons first reported a position in IFLN in Q4 2017 and held it in 13 quarters. The position peaked at $2.76M in Q4 2017. 119 funds tracked by Wall St. Rank hold IFLN as of Q2 2022.

Jim Simons reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2022 after selling out during the quarter.
Jim Simons sold 34,200 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2022, an estimated $628K.
Jim Simons first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2017 and held it in 13 quarters.
Jim Simons's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.76M in Q4 2017.
119 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2022.

Based on Renaissance Technologies's 13F filing for Q2 2022, filed 12 Aug 2022.