Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (SPMO)

760 + 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
↑ +127
Streak
10Q ▲
Buyers last Q
62%

Smart Money Signals — SPMO

Based on 771 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
771 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 — +64% more funds vs a year ago

fund count last 6Q
+301 new funds entered over the past year (+64% 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

476 buying289 selling
Last quarter: 476 funds were net buyers (175 opened a brand new position + 301 added to an existing one). Only 289 were sellers (241 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+83 vs last Q)

new funds entering per quarter
Funds opening a new SPMO position: 141 → 135 → 92 → 175. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 38% entered in last year

■ 16% conviction (2yr+) ■ 46% medium ■ 38% new
Only 122 funds (16%) 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.
💰

Value +56% but shares only +10% — price-driven

Value
+55%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~175 new funds/quarter

123 → 141 → 135 → 92 → 175 new funds/Q
New funds entering each quarter: 141 → 135 → 92 → 175. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 17% veterans, 54% new entrants

■ 17% veterans ■ 29% 1-2yr ■ 54% new
Of 779 current holders: 132 (17%) held 2+ years, 224 held 1–2 years, 423 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
29 of 766 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SPMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 Q2, 476 hedge funds were net buyers of SPMO (175 opened a new position, 301 added to an existing one), while 289 reduced or exited (241 trimmed, 48 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in SPMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +127 funds (more new holders than closures). Total institutional holders: 771.

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 · 81d ago
SPMO
-7.6%
SPY
+2.1%

SPMO outperformed SPY by -9.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
SPMO
-2.7%
SPY
-1.8%

Since the filing became public, SPMO outperformed SPY by -0.9% .

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 61 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: SPMO
760 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 760 644 18.01%
13F Shares 62M 56M 9.49%
Total Value $9.29B $5.97B 55.77%
New Positions 172 92 +80
Increased Positions 300 328 -28
Closed Positions 51 79 -28
Reduced Positions 237 172 +65
Total Calls 6 4 50.0%
Total Puts 5 2 150.0%
PUT/CALL Ratio 0.83 0.5 Neutral

Statistics: SPMO

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Institutional Holders (2026 Q2)

760 + 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:
Top 25 SPMO holders by conviction (% of portfolio weight) — 2026 Q2 · 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 Concorde Asset Management, LLC 5.58% 59,745 $9.7M
23 Compass Financial Services Inc 5.52% 91,396 $14.8M
24 Alpha Zero LLC 5.37% 97,504 $14.2M
25 StoneCrest Wealth Management, Inc. 5.25% 101,696 $16.4M
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 — 10 quarters in a row: For 10 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: 476 funds were net buyers (175 opened a brand new position + 301 added to an existing one). Only 289 were sellers (241 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPMO holders?

Elite ownership — 42% AUM from top-100 funds: 29 of 766 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SPMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SPMO?

Mostly new holders — 38% entered in last year: Only 122 funds (16%) 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 -2.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), SPMO has gained -7.6% vs +2.1% 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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