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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

61 hedge funds and large institutions have $51M invested in Invesco California Value Municipal Income Trust in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+16
Holders Change %
+35.56%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
18
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
MIG
2
Mariner Investment Group
New York
$1.11M
3
AA
3
AQR Arbitrage
Connecticut
$999K
4
RCM
4
Robinson Capital Management
Michigan
$923K
5
HCM
5
Hollencrest Capital Management
California
$1.01M

Top Sellers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$1.16M
2
Wells Fargo
2
Wells Fargo
California
$1.72M
3
Bank of America
3
Bank of America
North Carolina
$5.12M
4
GC
4
Guggenheim Capital
Illinois
$4.7M
5
WS
5
Wedbush Securities
California
$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$434K +$434K +38,280 New
LCM
27
Landscape Capital Management
New Jersey
$373K -$113K -9,932 -23%
Goldman Sachs
28
Goldman Sachs
New York
$363K +$363K +32,014 New
LWAC
29
Laurel Wealth Advisors (California)
California
$340K +$1.26K +111 +0.4%
RJA
30
Raymond James & Associates
Florida
$337K +$71.1K +6,268 +27%
MA
31
MUFG Americas
New York
$334K +$282K +24,845 +538%
ACA
32
Ackerman Capital Advisors
Texas
$317K +$317K +28,000 New
LPL Financial
33
LPL Financial
California
$306K +$158K +13,965 +107%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$290K +$56.7K +5,000 +24%
WAM
35
Wolverine Asset Management
Illinois
$259K -$197K -17,407 -43%
COF
36
Capital One Financial
Virginia
$244K +$244K +21,533 New
EWM
37
Edge Wealth Management
New York
$239K – – –
OFG
38
OTA Financial Group
New York
$231K +$231K +20,463 New
WT
39
Whittier Trust
California
$228K – – –
DWM
40
Dakota Wealth Management
Florida
$216K +$216K +19,100 New
MCP
41
Mirador Capital Partners
California
$186K +$273 +24 +0.1%
EWF
42
Epstein & White Financial
California
$167K +$167K +14,729 New
EW
43
Evoke Wealth
California
$158K +$1.63K +144 +1%
FAAS
44
First Allied Advisory Services
California
$157K +$157K +13,840 New
CFG
45
Cooper Financial Group
California
$147K +$147K +12,936 New
Stifel Financial
46
Stifel Financial
Missouri
$128K – – –
ACI
47
Alpha Cubed Investments
California
$125K +$125K +11,000 New
SIA
48
Sit Investment Associates
Minnesota
$113K +$113K +10,000 New
TWA
49
TCI Wealth Advisors
Arizona
$91K +$91K +8,032 New
FIA
50
FNY Investment Advisers
New York
$56K -$31.6K -2,817 -36%
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