Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (SPMO)

602 + Investors. Track Smart Money conviction in SPMO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
8Q ▲
Buyers last Q
69%

Smart Money Signals — SPMO

Based on 594 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SPMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
594 hedge funds hold SPMO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +90% more funds vs a year ago

fund count last 6Q
+281 new funds entered over the past year (+90% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

422 buying191 selling
Last quarter: 422 funds were net buyers (123 opened a brand new position + 299 added to an existing one). Only 191 were sellers (131 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 88 → 116 → 131 → 123. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 46% entered in last year

■ 10% conviction (2yr+) ■ 44% medium ■ 46% new
Only 58 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

128 → 88 → 116 → 131 → 123 new funds/Q
New funds entering each quarter: 88 → 116 → 131 → 123. A growing number of institutions are discovering SPMO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 68% of holders entered in last year

■ 13% veterans ■ 19% 1-2yr ■ 68% new
Of 602 current holders: 407 (68%) entered in the past year, only 79 (13%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
17 of 594 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SPMO

In 2025 Q4, 422 hedge funds were net buyers of SPMO (123 opened a new position, 299 added to an existing one), while 191 reduced or exited (131 trimmed, 60 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in SPMO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +63 funds (more new holders than closures). Total institutional holders: 594.

Hedge Fund Ownership: SPMO

How many hedge funds hold SPMO — quarterly history vs. share price
Quarterly hedge fund ownership of SPMO vs. share price

Market Analysis: SPMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPMO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 38 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: SPMO
2026 Q1 Stats Unlock in 7 days 602 + Investors

Track Smart Money conviction in SPMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 602 540 11.48%
13F Shares 56M 56M -0.11%
Total Value $6.66B $6.78B -1.86%
New Positions 124 135 -11
Increased Positions 307 260 +47
Closed Positions 65 48 +17
Reduced Positions 134 135 -1
Total Calls 6 6 -
Total Puts 5 7 -28.57%
PUT/CALL Ratio 0.83 1.17 Neutral

Statistics: SPMO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

602 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPMO. Verified SEC 13F-HR filings.

Top 25 institutional holders of SPMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seros Financial, LLC 13.31% 186,556 $20.9M
2 Alpine Bank Wealth Management 12.91% 791,714 $88.8M
3 SIERRA OCEAN, LLC 12.03% 130,761 $14.7M
4 Triton Wealth Management, PLLC 11.71% 274,253 $31.6M
5 PLANNING ALTERNATIVES LTD /ADV 10.77% 744,409 $83.5M
6 LEGACY CAPITAL WEALTH MANAGEMENT, LLC 8.98% 139,331 $15.6M
7 Family Investment Center, Inc. 7.75% 359,290 $40.3M
8 Bull Oak Capital, LLC 7.56% 175,441 $19.7M
9 Capital Developers, LLC 7.27% 72,036 $8.1M
10 IFC & Insurance Marketing, Inc. 7.06% 60,362 $6.8M
11 TABR Capital Management, LLC 6.65% 64,457 $7.2M
12 Altus Wealth Group LLC 6.53% 142,258 $15.9M
13 Centerpoint Advisory Group 6.27% 74,300 $8.3M
14 Green Ridge Wealth Planning LLC 6.19% 104,869 $11.8M
15 ADAPT WEALTH ADVISORS, LLC 6.10% 150,151 $16.8M
16 Alpha Zero LLC 5.86% 89,894 $10.7M
17 Oxford Wealth Group, LLC 5.50% 89,747 $10.1M
18 Nova Wealth Management, Inc. 5.34% 73,076 $8.2M
19 Integrity Investment Advisors, LLC 5.19% 85,321 $9.6M
20 Whitaker-Myers Wealth Managers, LTD. 4.76% 212,872 $23.9M
21 Davidson Capital Management Inc. 4.74% 233,423 $26.2M
22 StoneCrest Wealth Management, Inc. 4.39% 92,550 $10.4M
23 Hobbs Wealth Management, LLC 4.38% 39,493 $4.4M
24 Compass Financial Services Inc 4.29% 88,356 $9.9M
25 MONEY CONCEPTS CAPITAL CORP 3.84% 619,748 $69.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO EXCH TRADED FD TR II (SPMO)

What does the Smart Money Trend signal show for SPMO?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SPMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SPMO?

More buyers than sellers — 69% buying: Last quarter: 422 funds were net buyers (123 opened a brand new position + 299 added to an existing one). Only 191 were sellers (131 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPMO holders?

Strong quality — 31% AUM from major funds: 17 of 594 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SPMO?

Mostly new holders — 46% entered in last year: Only 58 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.