Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (SPMO)

642 + 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
↑ +13
Streak
9Q ▲
Buyers last Q
62%

Smart Money Signals — SPMO

Based on 644 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
644 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 — +70% more funds vs a year ago

fund count last 6Q
+265 new funds entered over the past year (+70% 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 — 62% buying

421 buying253 selling
Last quarter: 421 funds were net buyers (92 opened a brand new position + 329 added to an existing one). Only 253 were sellers (174 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-42 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 123 → 141 → 134 → 92. 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 — 41% entered in last year

■ 15% conviction (2yr+) ■ 44% medium ■ 41% new
Only 99 funds (15%) 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.
➡️

Steady discovery — ~92 new funds/quarter

94 → 123 → 141 → 134 → 92 new funds/Q
New funds entering each quarter: 123 → 141 → 134 → 92. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 56% of holders entered in last year

■ 13% veterans ■ 31% 1-2yr ■ 56% new
Of 648 current holders: 364 (56%) entered in the past year, only 83 (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 — 36% AUM from major funds

36% from top-100 AUM funds
28 of 642 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 2026 Q1, 421 hedge funds were net buyers of SPMO (92 opened a new position, 329 added to an existing one), while 253 reduced or exited (174 trimmed, 79 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in SPMO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 644.

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.

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (SPMO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPMO has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
SPMO
-5.5%
SPY
+3.4%

SPMO outperformed SPY by -8.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
SPMO
+0.0%
SPY
+0.0%

Since the filing became public, SPMO outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 45 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SPMO
2026 Q2 Stats Unlock in 5 days 642 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 642 631 1.74%
13F Shares 56M 59M -4.76%
Total Value $5.97B $6.91B -13.65%
New Positions 92 134 -42
Increased Positions 328 313 +15
Closed Positions 79 63 +16
Reduced Positions 172 136 +36
Total Calls 4 6 -33.33%
Total Puts 2 5 -60.0%
PUT/CALL Ratio 0.5 0.83 Bullish

Statistics: SPMO

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Institutional Holders (2026 Q2)

642 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SPMO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Triton Wealth Management, PLLC 15.18% 328,079 $49.4M
2 Seros Financial, LLC 14.97% 177,943 $28.7M
3 Sierra Ocean, LLC 14.90% 133,258 $21.5M
4 Planning Alternatives Ltd /Adv 13.01% 751,352 $121.4M
5 Legacy Capital Wealth Management, LLC 11.99% 161,592 $26.1M
6 Fischer Investment Strategies, LLC 10.76% 139,640 $22.6M
7 Alpine Bank Wealth Management 10.18% 490,988 $79.3M
8 Bull Oak Capital, LLC 10.17% 189,004 $30.5M
9 Pioneer Family Office, LLC 9.18% 110,355 $17.8M
10 IFC & Insurance Marketing, Inc. 8.87% 62,342 $10.1M
11 Family Investment Center, Inc. 8.86% 330,159 $53.3M
12 TABR Capital Management, LLC 8.49% 61,652 $10.0M
13 Altus Wealth Group LLC 8.39% 143,826 $23.2M
14 Marks Wealth, LLC 8.37% 239,332 $38.7M
15 Centerpoint Advisory Group 8.20% 80,099 $12.9M
16 Adapt Wealth Advisors, LLC 7.73% 146,285 $23.6M
17 Green Ridge Wealth Planning LLC 7.48% 110,026 $17.8M
18 Nova Wealth Management, Inc. 6.56% 73,567 $11.9M
19 Oxford Wealth Group, LLC 6.30% 87,176 $14.1M
20 Whitaker-Myers Wealth Managers, LTD. 5.96% 220,770 $35.7M
21 Davidson Capital Management Inc. 5.90% 228,169 $36.9M
22 Compass Financial Services Inc 5.52% 91,396 $14.8M
23 Alpha Zero LLC 5.37% 97,504 $14.2M
24 StoneCrest Wealth Management, Inc. 5.25% 101,696 $16.4M
25 BNB Wealth Management, LLC 5.22% 59,130 $9.6M
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 — 9 quarters in a row: For 9 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 — 62% buying: Last quarter: 421 funds were net buyers (92 opened a brand new position + 329 added to an existing one). Only 253 were sellers (174 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPMO holders?

Strong quality — 36% AUM from major funds: 28 of 642 holders rank in the top 100 by AUM, accounting for 36% 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 — 41% entered in last year: Only 99 funds (15%) 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (SPMO) following the 2026 Q2 hedge fund 13F filings?

As of today, SPMO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SPMO has gained -5.5% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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