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Invesco California Value Municipal Income Trust

57 hedge funds and large institutions have $89M invested in Invesco California Value Municipal Income Trust in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$300K
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$286K
Creative Planning
28
Creative Planning
Kansas
$261K
KPWS
29
Kestra Private Wealth Services
Texas
$245K
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$230K
WS
31
Wedbush Securities
California
$201K
SAI
32
Savvy Advisors Inc
New York
$190K
MWM
33
Mission Wealth Management
California
$183K
EHC
34
Everett Harris & Co
California
$179K
SW
35
SteelPeak Wealth
California
$176K
Citadel Advisors
36
Citadel Advisors
Florida
$150K
Stifel Financial
37
Stifel Financial
Missouri
$150K
TWM
38
TCFG Wealth Management
California
$150K
Mariner
39
Mariner
Kansas
$146K
KA
40
Kercheville Advisors
Texas
$144K
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$140K
RCM
42
RB Capital Management
Nevada
$139K
EA
43
Eclectic Associates
California
$138K
WFA
44
WestHill Financial Advisors
California
$133K
MCP
45
Mirador Capital Partners
California
$131K
TWM
46
TriaGen Wealth Management
California
$115K
US Bancorp
47
US Bancorp
Minnesota
$107K
HCM
48
Hollencrest Capital Management
California
$57.5K
KAS
49
Kestra Advisory Services
Texas
$38.7K
IAIM
50
International Assets Investment Management
Florida
$23.4K