Jim Simons’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Jim Simons’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$794K	Buy	+16,000	New	+$805K	﹤0.01%	2388
2025 Q3	–	Sell	-7,700	Closed	-$366K	–	3881
2025 Q2	$366K	Sell	7,700 -35,300	-82%	-$1.67M	﹤0.01%	2975
2025 Q1	$2.16M	Sell	43,000 -21,300	-33%	-$1.05M	﹤0.01%	1951
2024 Q4	$3.11M	Buy	+64,300	New	+$3.22M	﹤0.01%	1752
2024 Q3	–	Sell	-22,600	Closed	-$1M	–	3858
2024 Q2	$1M	Buy	22,600 +100	+0.4%	+$4.42K	﹤0.01%	2320
2024 Q1	$999K	Buy	22,500 +7,800	+53%	+$332K	﹤0.01%	2483
2023 Q4	$623K	Buy	+14,700	New	+$585K	﹤0.01%	2682
2022 Q4	–	Sell	-67,900	Closed	-$2.66M	–	4394
2022 Q3	$2.66M	Buy	67,900 +24,100	+55%	+$1.06M	﹤0.01%	1844
2022 Q2	$1.93M	Sell	43,800 -3,100	-7%	-$144K	﹤0.01%	2214
2022 Q1	$2.21M	Buy	46,900 +24,000	+105%	+$1.09M	﹤0.01%	2168
2021 Q4	$1.04M	Buy	+22,900	New	+$997K	﹤0.01%	2616
2021 Q3	–	Sell	-5,400	Closed	-$238K	–	3819
2021 Q2	$238K	Buy	+5,400	New	+$241K	﹤0.01%	3215
2019 Q2	–	Sell	-12,100	Closed	-$514K	–	3738
2019 Q1	$514K	Buy	+12,100	New	+$499K	﹤0.01%	2915
2018 Q2	–	Sell	-18,000	Closed	-$710K	–	3509
2018 Q1	$710K	Buy	+18,000	New	+$734K	﹤0.01%	2794

Other funds holding SPHD

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Jim Simons's SPHD Position: Q1 2026 in Review

Jim Simons opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026: 16,000 shares worth $794K. The stake represents ﹤0.01% of the portfolio and ranks #2388 among its holdings. This is a return to the name: Jim Simons previously reported a position in SPHD as recently as Q2 2025.

Jim Simons first reported a position in SPHD in Q1 2018 and has held it in 14 quarters since. The position peaked at $3.11M in Q4 2024. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Jim Simons held 16,000 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $794K as of Q1 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Jim Simons position in Q1 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2388 holding.
Jim Simons first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2018 and has held it in 14 quarters since.
Jim Simons's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.11M in Q4 2024.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

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