Jim Simons’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Jim Simons’s Portfolio PXH Stock Details PXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-32,588	Closed	-$598K	–	4202
2023 Q1	$598K	Sell	32,588 -57,212	-64%	-$1.06M	﹤0.01%	2785
2022 Q4	$1.58M	Buy	89,800 +14,900	+20%	+$254K	﹤0.01%	2224
2022 Q3	$1.21M	Buy	74,900 +38,800	+107%	+$690K	﹤0.01%	2376
2022 Q2	$656K	Buy	+36,100	New	+$701K	﹤0.01%	2991
2022 Q1	–	Sell	-17,195	Closed	-$376K	–	4379
2021 Q4	$376K	Buy	+17,195	New	+$384K	﹤0.01%	3229
2020 Q2	–	Sell	-12,800	Closed	-$198K	–	3701
2020 Q1	$198K	Buy	+12,800	New	+$252K	﹤0.01%	3106
2018 Q3	–	Sell	-22,827	Closed	-$472K	–	3518
2018 Q2	$472K	Sell	22,827 -5,499	-19%	-$122K	﹤0.01%	2850
2018 Q1	$666K	Buy	28,326 +9,600	+51%	+$229K	﹤0.01%	2814
2017 Q4	$418K	Buy	+18,726	New	+$407K	﹤0.01%	2924

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jim Simons's PXH Position: Q2 2023 in Review

Jim Simons sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2023, closing a stake of 32,588 shares — an estimated $598K sold.

Jim Simons first reported a position in PXH in Q4 2017 and held it in 9 quarters. The position peaked at $1.58M in Q4 2022. 150 funds tracked by Wall St. Rank hold PXH as of Q2 2023.

Jim Simons reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Jim Simons sold 32,588 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2023, an estimated $598K.
Jim Simons first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
Jim Simons's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.58M in Q4 2022.
150 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2023.

Based on Renaissance Technologies's 13F filing for Q2 2023, filed 11 Aug 2023.