Jim Simons’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Jim Simons’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,500	Closed	-$311K	–	3845
2024 Q1	$311K	Buy	13,500 +5,800	+75%	+$139K	﹤0.01%	3078
2023 Q4	$229K	Buy	+7,700	New	+$213K	﹤0.01%	3086
2022 Q3	–	Sell	-5,000	Closed	-$229K	–	4323
2022 Q2	$229K	Sell	5,000 -38,100	-88%	-$2M	﹤0.01%	3590
2022 Q1	$2.81M	Buy	43,100 +35,200	+446%	+$2.11M	﹤0.01%	1976
2021 Q4	$564K	Buy	+7,900	New	+$646K	﹤0.01%	3019
2021 Q1	–	Sell	-15,900	Closed	-$1.64M	–	3604
2020 Q4	$1.64M	Sell	15,900 -1,100	-6%	-$89.1K	﹤0.01%	2242
2020 Q3	$1.03M	Buy	+17,000	New	+$884K	﹤0.01%	2504

Other funds holding PBW

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Jim Simons's PBW Position: Q2 2024 in Review

Jim Simons sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2024, closing a stake of 13,500 shares — an estimated $311K sold.

Jim Simons first reported a position in PBW in Q3 2020 and held it in 7 quarters. The position peaked at $2.81M in Q1 2022. 136 funds tracked by Wall St. Rank hold PBW as of Q2 2024.

Jim Simons reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Jim Simons sold 13,500 Invesco WilderHill Clean Energy ETF shares in Q2 2024, an estimated $311K.
Jim Simons first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and held it in 7 quarters.
Jim Simons's Invesco WilderHill Clean Energy ETF position peaked at $2.81M in Q1 2022.
136 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2024.

Based on Renaissance Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.