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Invesco California Value Municipal Income Trust

53 hedge funds and large institutions have $53.4M invested in Invesco California Value Municipal Income Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$297K +$297K +31,335 New
Ameriprise
27
Ameriprise
Minnesota
$273K +$93.5K +9,857 +52%
KIM
28
Karpus Investment Management
New York
$267K
MC
29
Matisse Capital
Oregon
$247K +$247K +26,088 New
AFA
30
Arlington Financial Advisors
California
$213K +$213K +22,500 New
LPL Financial
31
LPL Financial
California
$208K -$23.2K -2,451 -10%
RCM
32
RB Capital Management
Nevada
$204K -$188K -19,864 -48%
MCP
33
Mirador Capital Partners
California
$202K +$9 +1 +0%
RJA
34
Raymond James & Associates
Florida
$194K -$660K -69,623 -77%
RPCA
35
Running Point Capital Advisors
California
$190K
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$183K +$17.9K +1,881 +11%
CWP
37
Core Wealth Partners
California
$181K +$181K +11,636 New
KA
38
Kercheville Advisors
Texas
$161K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$161K -$28.4K -2,993 -15%
ACI
40
Alpha Cubed Investments
California
$152K
EHC
41
Everett Harris & Co
California
$152K
Walleye Capital
42
Walleye Capital
New York
$139K -$52.5K -5,534 -27%
DI
43
Diligent Investors
California
$122K
MA
44
MKT Advisors
California
$115K
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$112K -$14.8K -1,557 -12%
GVAG
46
Great Valley Advisor Group
Delaware
$111K
VCWA
47
Vanguard Capital Wealth Advisors
Colorado
$94.8K
MAWCM
48
Mine & Arao Wealth Creation & Management
California
$80.1K
HCM
49
Hollencrest Capital Management
California
$48.2K -$53.9K -5,687 -53%
AP
50
Atwood & Palmer
Missouri
$19.5K +$19.5K +2,052 New