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

Jim Simons’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,400
Closed -$449K – 3894
2024
Q1 		$449K Sell
5,400
-6,700
-55% -$501K ﹤0.01% 2906
2023
Q4 		$892K Buy
12,100
+2,800
+30% +$209K ﹤0.01% 2482
2023
Q3 		$713K Buy
9,300
+4,400
+90% +$332K ﹤0.01% 2528
2023
Q2 		$335K Buy
+4,900
New +$331K ﹤0.01% 3081
2022
Q3 		– Sell
-23,100
Closed -$1.42M – 4355
2022
Q2 		$1.42M Buy
+23,100
New +$1.62M ﹤0.01% 2458

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Jim Simons's RSPG Position: Q2 2024 in Review

Jim Simons sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2024, closing a stake of 5,400 shares — an estimated $449K sold.

Jim Simons first reported a position in RSPG in Q2 2022 and held it in 5 quarters. The position peaked at $1.42M in Q2 2022. 136 funds tracked by Wall St. Rank hold RSPG as of Q2 2024.

  • Jim Simons reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Jim Simons sold 5,400 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2024, an estimated $449K.
  • Jim Simons first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2022 and held it in 5 quarters.
  • Jim Simons's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1.42M in Q2 2022.
  • 136 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2024.

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