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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.4M
3
AAM
3
Advisors Asset Management
Colorado
$7.17M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.52M
5
Wells Fargo
5
Wells Fargo
California
$5.78M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$729K
3
GC
3
Guggenheim Capital
Illinois
$7.91M
4
NA
4
NewEdge Advisors
Louisiana
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$217K 20,620 – –
PCIA
27
Prime Capital Investment Advisors
Kansas
$216K 20,869 +391 +2%
VCWA
28
Vanguard Capital Wealth Advisors
Colorado
$207K 20,000 – –
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$177K 17,031 – –
EHC
30
Everett Harris & Co
California
$167K 16,059 – –
KA
31
Kercheville Advisors
Texas
$166K 16,000 – –
TWM
32
TCFG Wealth Management
California
$140K 13,456 – –
Mariner
33
Mariner
Kansas
$136K 13,146 -1,451 -10%
RCM
34
RB Capital Management
Nevada
$126K 12,134 +229 +2%
WFA
35
WestHill Financial Advisors
California
$124K 11,925 – –
MCP
36
Mirador Capital Partners
California
$122K 11,779 – –
TWM
37
TriaGen Wealth Management
California
$107K 10,300 – –
HCM
38
Hollencrest Capital Management
California
$53.6K 5,166 – –
SIS
39
Sound Income Strategies
Florida
$49.6K 4,784 +4,784 New
CTWM
40
Cherry Tree Wealth Management
Minnesota
$16.9K 1,625 – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$15K 1,450 +650 +81%
OP
42
ORG Partners
Indiana
$10.4K 1,000 – –
NB
43
NBT Bank
New York
$9.06K 874 – –
AF
44
Allworth Financial
California
$7.09K 684 – –
AWS
45
Atria Wealth Solutions
New York
– – -284,258 Closed
NA
46
NewEdge Advisors
Louisiana
– – -27,810 Closed
Baird Financial Group
47
Baird Financial Group
Wisconsin
– – -17,630 Closed
NWM
48
Napa Wealth Management
California
– – -11,734 Closed
M
49
MYeCFO
California
– – -10,700 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– – -10,692 Closed
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