Jim Simons
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Jim Simons’s Invesco Water Resources ETF PHO Stock Holding History

Jim Simons’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,300
Closed -$217K – 3753
2024
Q4 		$217K Sell
3,300
-800
-20% -$55.8K ﹤0.01% 3142
2024
Q3 		$289K Sell
4,100
-2,400
-37% -$163K ﹤0.01% 2995
2024
Q2 		$422K Buy
+6,500
New +$428K ﹤0.01% 2775
2022
Q2 		– Sell
-13,900
Closed -$737K – 4485
2022
Q1 		$737K Buy
13,900
+1,500
+12% +$79.5K ﹤0.01% 2929
2021
Q4 		$754K Sell
12,400
-900
-7% -$52.3K ﹤0.01% 2853
2021
Q3 		$728K Buy
+13,300
New +$755K ﹤0.01% 2717

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

Jim Simons's PHO Position: Q1 2025 in Review

Jim Simons sold out of Invesco Water Resources ETF (PHO) in Q1 2025, closing a stake of 3,300 shares — an estimated $217K sold.

Jim Simons first reported a position in PHO in Q3 2021 and held it in 6 quarters. The position peaked at $754K in Q4 2021. 373 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

  • Jim Simons reported no remaining Invesco Water Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Jim Simons sold 3,300 Invesco Water Resources ETF shares in Q1 2025, an estimated $217K.
  • Jim Simons first reported a position in Invesco Water Resources ETF in Q3 2021 and held it in 6 quarters.
  • Jim Simons's Invesco Water Resources ETF position peaked at $754K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.