Jim Simons’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Jim Simons’s Portfolio RWL Stock Details RWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	+8,600	New	+$1.07M	﹤0.01%	2263
2026 Q1	–	Sell	-8,900	Closed	-$1.02M	–	3627
2025 Q4	$1.02M	Sell	8,900 -11,000	-55%	-$1.24M	﹤0.01%	2270
2025 Q3	$2.2M	Buy	19,900 +10,700	+116%	+$1.14M	﹤0.01%	2005
2025 Q2	$959K	Buy	+9,200	New	+$910K	﹤0.01%	2543
2025 Q1	–	Sell	-5,289	Closed	-$518K	–	3781
2024 Q4	$518K	Sell	5,289 -6,611	-56%	-$662K	﹤0.01%	2829
2024 Q3	$1.17M	Buy	11,900 +4,100	+53%	+$390K	﹤0.01%	2347
2024 Q2	$722K	Sell	7,800 -14,500	-65%	-$1.33M	﹤0.01%	2505
2024 Q1	$2.09M	Buy	22,300 +9,700	+77%	+$858K	﹤0.01%	2003
2023 Q4	$1.08M	Buy	+12,600	New	+$1.01M	﹤0.01%	2360

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jim Simons's RWL Position: Q2 2026 in Review

Jim Simons opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 8,600 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #2263 among its holdings. This is a return to the name: Jim Simons previously reported a position in RWL as recently as Q4 2025.

Jim Simons first reported a position in RWL in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.2M in Q3 2025. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Jim Simons held 8,600 shares of Invesco S&P 500 Revenue ETF worth $1.1M as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new Jim Simons position in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2263 holding.
Jim Simons first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and has held it in 9 quarters since.
Jim Simons's Invesco S&P 500 Revenue ETF position peaked at $2.2M in Q3 2025.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.