Jim Simons’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Jim Simons’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.9M	Buy	72,230 +32,030	+80%	+$6.35M	0.02%	798
2025 Q4	$7.7M	Sell	40,200 -400	-1%	-$75.9K	0.01%	1053
2025 Q3	$7.7M	Sell	40,600 -48,800	-55%	-$9.09M	0.01%	1220
2025 Q2	$16.2M	Buy	+89,400	New	+$15.4M	0.02%	807
2025 Q1	–	Sell	-26,400	Closed	-$4.63M	–	3780
2024 Q4	$4.63M	Buy	+26,400	New	+$4.77M	0.01%	1500
2024 Q3	–	Sell	-7,900	Closed	-$1.3M	–	3829
2024 Q2	$1.3M	Buy	+7,900	New	+$1.3M	﹤0.01%	2172
2023 Q4	–	Sell	-7,700	Closed	-$1.09M	–	4069
2023 Q3	$1.09M	Sell	7,700 -7,900	-51%	-$1.18M	﹤0.01%	2237
2023 Q2	$2.33M	Buy	+15,600	New	+$2.25M	﹤0.01%	1894
2023 Q1	–	Sell	-8,100	Closed	-$1.14M	–	4325
2022 Q4	$1.14M	Buy	+8,100	New	+$1.13M	﹤0.01%	2451
2022 Q1	–	Sell	-28,400	Closed	-$4.62M	–	4400
2021 Q4	$4.62M	Buy	28,400 +1,700	+6%	+$269K	0.01%	1582
2021 Q3	$4M	Buy	+26,700	New	+$4.09M	0.01%	1603
2021 Q1	–	Sell	-14,600	Closed	-$1.86M	–	3646
2020 Q4	$1.86M	Buy	14,600 +1,200	+9%	+$143K	﹤0.01%	2163
2020 Q3	$1.45M	Sell	13,400 -6,700	-33%	-$723K	﹤0.01%	2305
2020 Q2	$2.04M	Buy	20,100 +9,200	+84%	+$887K	﹤0.01%	2172
2020 Q1	$916K	Buy	10,900 +5,900	+118%	+$627K	﹤0.01%	2467
2019 Q4	$579K	Buy	+5,000	New	+$555K	﹤0.01%	2846
2019 Q3	–	Sell	-6,000	Closed	-$647K	–	3655
2019 Q2	$647K	Buy	6,000 +3,700	+161%	+$392K	﹤0.01%	2896
2019 Q1	$240K	Buy	+2,300	New	+$232K	﹤0.01%	3159
2018 Q4	–	Sell	-2,000	Closed	-$214K	–	3572
2018 Q3	$214K	Sell	2,000 -8,700	-81%	-$919K	﹤0.01%	3135
2018 Q2	$1.09M	Buy	+10,700	New	+$1.08M	﹤0.01%	2567

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Jim Simons's RSP Position: Q1 2026 in Review

Jim Simons increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 80% in Q1 2026, buying an estimated $6.35M and bringing the position to 72,230 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #798.

Jim Simons first reported a position in RSP in Q2 2018 and has held it in 20 quarters since. The position peaked at $16.2M in Q2 2025. 2,224 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Jim Simons held 72,230 shares of Invesco S&P 500 Equal Weight ETF worth $13.9M as of Q1 2026.
Jim Simons bought 32,030 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $6.35M.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Jim Simons's portfolio in Q1 2026, its #798 holding.
Jim Simons first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 20 quarters since.
Jim Simons's Invesco S&P 500 Equal Weight ETF position peaked at $16.2M in Q2 2025.
2,224 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.