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Invesco S&P 500® Momentum ETF (SPMO)
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Upturn Advisory Summary
10/10/2025: SPMO (5-star) is a REGULAR-BUY. BUY since 107 days. Simulated Profits (20.76%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 74.65% | Avg. Invested days 79 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 76.24 - 112.18 | Updated Date 06/29/2025 |
52 Weeks Range 76.24 - 112.18 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500® Momentum ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Momentum ETF (SPMO) seeks to track the investment results of the S&P 500 Momentum Index. The fund invests in stocks of large-cap U.S. companies with high 'momentum' scores.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts overseeing the ETF's investments.
Investment Objective
Goal
To track the investment results of the S&P 500 Momentum Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P 500 Momentum Index, which selects stocks from the S&P 500 with the highest momentum scores based on their recent price performance.
Composition The ETF primarily holds stocks of large-cap U.S. companies identified as having high momentum.
Market Position
Market Share: SPMO has a moderate market share within the momentum ETF segment.
Total Net Assets (AUM): 1630000000
Competitors
Key Competitors
- iShares MSCI USA Momentum Factor ETF (MTUM)
- VictoryShares US 500 Enhanced Volatility Wtd ETF (CFA)
- Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
Competitive Landscape
The momentum ETF market is competitive, with MTUM being the largest player. SPMO offers a similar momentum strategy but with a different index construction. CFA offers volatility weighting, while QMOM uses a quantitative approach. SPMO may attract investors seeking an Invesco product within this segment.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and the effectiveness of the momentum factor. (Data needs to be added from sources)
Benchmark Comparison: The ETF's performance is typically compared to the S&P 500 Momentum Index. (Data needs to be added from sources)
Expense Ratio: 0.15
Liquidity
Average Trading Volume
SPMO exhibits moderate liquidity with a decent average trading volume.
Bid-Ask Spread
The bid-ask spread for SPMO is generally tight, indicating lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment can influence the performance of momentum stocks held in SPMO.
Growth Trajectory
SPMO's growth depends on the sustained outperformance of momentum stocks and investor demand for factor-based ETFs.
Moat and Competitive Advantages
Competitive Edge
SPMO's competitive edge lies in its tracking of the established S&P 500 Momentum Index, offering a transparent and rules-based approach to momentum investing. Invesco's brand recognition and distribution network also provide an advantage. The ETF may appeal to investors seeking exposure to the momentum factor within the familiar S&P 500 universe. Its relatively low expense ratio also contributes to its appeal compared to some competitors. The fundu2019s advantage is tied to the performance and perceived value of the momentum investment strategy.
Risk Analysis
Volatility
SPMO's historical volatility may be higher than the broader S&P 500 due to the concentrated nature of momentum stocks.
Market Risk
SPMO is subject to market risk, as the value of its holdings can decline due to adverse market conditions or negative sentiment towards momentum stocks.
Investor Profile
Ideal Investor Profile
SPMO is suitable for investors seeking targeted exposure to the momentum factor within the large-cap U.S. equity market.
Market Risk
SPMO may be best for investors with a moderate to high risk tolerance and a long-term investment horizon who believe in the persistence of the momentum effect.
Summary
The Invesco S&P 500u00ae Momentum ETF (SPMO) provides targeted exposure to large-cap U.S. stocks exhibiting strong momentum characteristics. It tracks the S&P 500 Momentum Index, offering a rules-based approach. SPMO is suitable for investors with a moderate to high risk tolerance, and those who believe that historical price trends and patterns can influence future performance. While it is one of the smaller players within the momentum ETF space, Invesco's brand recognition and distribution network provide an advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Please consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500® Momentum ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of approximately 100 stocks in the S&P 500® Index that have the highest momentum score. In general, momentum is the tendency of an investment to exhibit persistence in its relative performance; a momentum style of investing emphasizes investing in securities that have had better recent performance compared to other securities. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.