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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

59 hedge funds and large institutions have $55.4M invested in Invesco California Value Municipal Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
19
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.46M
2
WAM
2
Wolverine Asset Management
Illinois
$946K
3
SCA
3
Snowden Capital Advisors
New York
$731K
4
WWM
4
Western Wealth Management
Colorado
$699K
5
LSC
5
Logan Stone Capital
Illinois
$658K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.3M
2
GC
2
Guggenheim Capital
Illinois
$6.51M
3
Invesco
3
Invesco
Georgia
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$406K 36,634 -3,432 -9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$403K 36,330 +112 +0.3%
Comerica Bank
28
Comerica Bank
Texas
$403K 37,700 +37,700 New
LWAC
29
Laurel Wealth Advisors (California)
California
$333K 30,081 +125 +0.4%
AA
30
AQR Arbitrage
Connecticut
$277K 25,037 +25,037 New
LPL Financial
31
LPL Financial
California
$269K 24,296 +7,510 +45%
MCP
32
Mirador Capital Partners
California
$236K 21,266 +209 +1%
ACA
33
Ackerman Capital Advisors
Texas
$234K 21,140 +21,140 New
RPCA
34
Running Point Capital Advisors
California
$222K 20,000 +20,000 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$197K 17,807 +2,760 +18%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$193K 17,395 +2,215 +15%
KA
37
Kercheville Advisors
Texas
$188K 17,000 – –
WS
38
Wedbush Securities
California
$185K 16,660 +1,200 +8%
AWS
39
Atria Wealth Solutions
New York
$178K 16,086 +16,086 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$165K 14,889 +14,889 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$146K 13,190 -5,219 -28%
DI
42
Diligent Investors
California
$142K 12,857 – –
VCM
43
Vivaldi Capital Management
Illinois
$137K 13,457 +13,457 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$134K 12,070 +12,070 New
Ameriprise
45
Ameriprise
Minnesota
$123K 11,073 +84 +0.8%
ACI
46
Alpha Cubed Investments
California
$122K 11,000 – –
Stifel Financial
47
Stifel Financial
Missouri
$120K 10,810 -4,099 -27%
MA
48
MKT Advisors
California
$119K 11,670 – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$113K 10,210 – –
VCWA
50
Vanguard Capital Wealth Advisors
Colorado
$110K 10,000 – –
1
2
3