Jim Simons
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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
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 		$1.07M Buy
+12,600
New +$1.01M ﹤0.01% 2360

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's RWL Position: Q1 2026 in Review

Jim Simons sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2026, closing a stake of 8,900 shares — an estimated $1.02M sold.

Jim Simons first reported a position in RWL in Q4 2023 and held it in 8 quarters. The position peaked at $2.2M in Q3 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Jim Simons reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 8,900 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $1.02M.
  • Jim Simons first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and held it in 8 quarters.
  • Jim Simons's Invesco S&P 500 Revenue ETF position peaked at $2.2M in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

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