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Invesco California Value Municipal Income Trust

44 hedge funds and large institutions have $65.5M invested in Invesco California Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
17
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.4M 2,163,309 +131,945 +6%
GC
2
Guggenheim Capital
Illinois
$7.91M 762,801 -62,909 -8%
AAM
3
Advisors Asset Management
Colorado
$7.17M 691,321 +59,189 +9%
Wells Fargo
4
Wells Fargo
California
$5.78M 557,565 +18,072 +3%
LPL Financial
5
LPL Financial
California
$3.9M 375,958 +235,051 +167%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$3.52M 339,427 +35,428 +12%
UBS Group
7
UBS Group
Switzerland
$2.82M 272,151 +14,648 +6%
Bank of America
8
Bank of America
North Carolina
$1.81M 174,510 -3,713 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.2M 115,751 -1,539 -1%
Ameriprise
10
Ameriprise
Minnesota
$729K 70,276 -64,342 -48%
CWS
11
Cypress Wealth Services
California
$692K 66,743 +741 +1%
PWSG
12
Pacific Wealth Strategies Group
California
$667K 66,683 -14,438 -18%
EW
13
Evoke Wealth
California
$613K 59,105 +1,500 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$564K 54,413 +429 +0.8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$445K 42,925 +2,813 +7%
DADC
16
D.A. Davidson & Co
Montana
$440K 42,465 -2,427 -5%
CWP
17
Core Wealth Partners
California
$424K 40,866
VCM
18
Vivaldi Capital Management
Illinois
$365K 35,209 +26 +0.1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$334K 32,167 -2,053 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$322K 31,083 +1,074 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$319K 29,267 -9,802 -25%
CNWM
22
Clay Northam Wealth Management
California
$313K 30,147 +7,547 +33%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$257K 24,779 -82 -0.3%
KPWS
24
Kestra Private Wealth Services
Texas
$228K 22,006 +264 +1%
ACP
25
Argyle Capital Partners
California
$222K 21,364