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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

54 hedge funds and large institutions have $43.6M invested in Invesco California Value Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$900K
2
LSC
2
Logan Stone Capital
Illinois
$842K
3
OFG
3
OTA Financial Group
New York
$388K
4
GC
4
Guggenheim Capital
Illinois
$5.26M
5
WAM
5
Wolverine Asset Management
Illinois
$412K

Top Sellers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$3.19M
3
HCM
3
Hollencrest Capital Management
California
$97K
4
PWSG
4
Pacific Wealth Strategies Group
California
$0
5
Wells Fargo
5
Wells Fargo
California
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
26
KWB Wealth
California
$253K -$231K -25,700 -48%
KIM
27
Karpus Investment Management
New York
$253K +$253K +28,123 New
LPL Financial
28
LPL Financial
California
$219K -$17.8K -1,988 -8%
MCP
29
Mirador Capital Partners
California
$192K -$9 -1 -0%
Walleye Capital
30
Walleye Capital
New York
$182K +$182K +20,225 New
RPCA
31
Running Point Capital Advisors
California
$180K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$179K +$44.9K +5,009 +34%
Ameriprise
33
Ameriprise
Minnesota
$170K – – –
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$156K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$155K +$155K +17,189 New
KA
36
Kercheville Advisors
Texas
$153K – – –
WS
37
Wedbush Securities
California
$150K – – –
ACI
38
Alpha Cubed Investments
California
$144K – – –
EHC
39
Everett Harris & Co
California
$144K +$144K +16,059 New
Mariner
40
Mariner
Kansas
$123K +$123K +13,639 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$120K -$24.8K -2,755 -17%
DI
42
Diligent Investors
California
$116K – – –
GVAG
43
Great Valley Advisor Group
Delaware
$106K – – –
MA
44
MKT Advisors
California
$105K – – –
VCM
45
Vivaldi Capital Management
Illinois
$99K -$18.1K -2,006 -15%
HCM
46
Hollencrest Capital Management
California
$97K -$670K -74,369 -87%
Stifel Financial
47
Stifel Financial
Missouri
$93K +$93K +10,310 New
CFG
48
Cooper Financial Group
California
$91K +$1.13K +126 +1%
Jane Street
49
Jane Street
New York
$91K +$91K +10,171 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$90K -$36K -4,000 -29%
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2
3