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Invesco California Value Municipal Income Trust

50 hedge funds and large institutions have $61.2M invested in Invesco California Value Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$245K +$1.17K +85 +0.5%
KA
27
Kercheville Advisors
Texas
$235K
Stifel Financial
28
Stifel Financial
Missouri
$224K -$43.1K -3,129 -16%
LWAC
29
Laurel Wealth Advisors (California)
California
$217K -$205K -14,886 -49%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$217K -$6.89K -500 -3%
WS
31
Wedbush Securities
California
$211K -$60K -4,350 -22%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$209K +$209K +15,180 New
MCP
33
Mirador Capital Partners
California
$195K +$1.66K +120 +0.9%
DI
34
Diligent Investors
California
$179K
GSEP
35
Golden State Equity Partners
California
$168K +$168K +12,137 New
ACI
36
Alpha Cubed Investments
California
$152K
MA
37
Mutual Advisors
Nebraska
$147K +$147K +10,687 New
HighTower Advisors
38
HighTower Advisors
Illinois
$147K +$147K +10,734 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$140K +$1.43K +104 +1%
PPW
40
Pasadena Private Wealth
California
$138K +$138K +10,000 New
WT
41
Whittier Trust
California
$135K -$144K -10,392 -52%
MAM
42
McCarthy Asset Management
California
$135K
CCM
43
Covington Capital Management
California
$126K +$126K +9,104 New
US Bancorp
44
US Bancorp
Minnesota
$48K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$18K
LWM
46
Liberty Wealth Management
California
$17K
GAM
47
Gemmer Asset Management
California
$13K +$128 +9 +1%
WWM
48
Wagner Wealth Management
South Carolina
$11K
ETI
49
Enterprise Trust & Investment
California
$6K
VCWA
50
Vanguard Capital Wealth Advisors
Colorado
$144