Invesco S&P 500 Momentum ETFSPMO
SPMO
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
140% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 81
115% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 39
51% more call options, than puts
Call options by funds: $2.16M | Put options by funds: $1.43M
47% more funds holding in top 10
Funds holding in top 10: 17 [Q4 2024] → 25 (+8) [Q1 2025]
44% more capital invested
Capital invested by funds: $2.3B [Q4 2024] → $3.31B (+$1.01B) [Q1 2025]
10% more funds holding
Funds holding: 343 [Q4 2024] → 377 (+34) [Q1 2025]
1.44% more ownership
Funds ownership: 59.89% [Q4 2024] → 61.34% (+1.44%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for SPMO.
Financial journalist opinion
Based on 6 articles about SPMO published over the past 30 days
Positive
Seeking Alpha
1 week ago
SPMO: Trust The Process
SPMO has recovered to new all-time highs and continues to outperform. Its methodology is relatively simple, but very effective. Momentum stocks often look unattractive because of valuations, or the amount of gains they have already pasted. Investors struggle with 'buying high.'
Positive
ETF Trends
1 week ago
Momentum ETFs Regaining Mojo
Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.
Neutral
CNBC Television
1 week ago
Enough “momentum” to carry through uncertainty?
Jay Jacobs, BlackRock head of U.S. equity ETFs, joins CNBC's Dom Chu on ‘ETF Edge' to debate the momentum trade and if it is insulated from the tariff and economic uncertainty. Nate Geraci, ETF Store president, also joins the convo.
Positive
Zacks Investment Research
2 weeks ago
Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus
Court ruling halts Trump-era tariffs, boosting stocks and spotlighting high-beta, momentum ETFs like SPHB, MTUM, XMMO, SPMO and XSMO.
Positive
Zacks Investment Research
3 weeks ago
Time to Capitalize on Market Moves With Momentum ETFs?
Momentum investing is likely to be a winning strategy for those seeking higher returns in a short spell.
Positive
Seeking Alpha
3 weeks ago
SPMO: Don't Chase Momentum Now
Momentum has outperformed recently, but its run appears overextended and concentrated in a few mega-cap stocks, increasing risk. Valuations for SPMO and the market-cap S&P 500 are elevated, while equal-weighted alternatives look more reasonably priced. Macroeconomic uncertainty and potential inflation from tariffs favor a rotation into defensive sectors like healthcare and value-oriented strategies.
Positive
Zacks Investment Research
1 month ago
Momentum ETF (SPMO) Hits New 52-Week High
Invesco S&P 500 Momentum ETF SPMO is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 35.9% from its 52-week low price of $76.75/share.
Positive
Seeking Alpha
1 month ago
SPMO: Recent Performance Again Shows The Fund's Effective Strategy
The Invesco S&P 500 Momentum ETF has consistently outperformed the S&P 500 since its inception in 2015, delivering 338.1% returns versus 231.2%. SPMO's strategy of targeting top 100 momentum stocks and rebalancing biannually has proven effective in both favorable and adverse market conditions. With a low expense ratio of 0.13%, diversified sector holdings, and strong performance during market sell-offs, we upgrade SPMO to a strong buy.
Negative
Seeking Alpha
1 month ago
SPMO: A Portfolio Built On The Past, For An Uncertain Future
SPMO's latest rebalance increased exposure to Consumer Cyclical, Consumer Defensive, and Communication Services while reducing Healthcare. These are sectors that have reached statistically attractive relative valuations (multiples). In fact, the declines and subsequent pullback in SPMO have been more pronounced. I'm concerned about the low exposure to healthcare and the reduced participation in the tech segment compared to the S&P 500, currently the two sectors with the strongest growth outlooks.
Neutral
Seeking Alpha
2 months ago
SPMO: A Major March Rebalancing (Rating Downgrade)
SPMO's March rebalancing saw significant changes, adding TSLA and PLTR, while cutting BRK.B and LLY, with technology and financials still heavily weighted. The fund has outperformed in the last 3 years due to gains in Mag 7 and financials, but its first six years were unimpressive. Concerns arise from adding stocks like TSLA and PLTR, which show recent downward momentum, questioning the sustainability of SPMO's outperformance.
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