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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

51 hedge funds and large institutions have $67.2M invested in Invesco California Value Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$605K
2
Morgan Stanley
Morgan Stanley
New York
+$393K
3
AWS
Atria Wealth Solutions
New York
+$306K
4
Wells Fargo
Wells Fargo
California
+$278K
5
LPL Financial
LPL Financial
California
+$215K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.4M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$543K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$541K
4
NAS
NWF Advisory Services
California
-$537K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$231K +$2.57K +242 +1%
ACP
27
Argyle Capital Partners
California
$227K – – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$219K – – –
PCIA
29
Prime Capital Investment Advisors
Kansas
$217K +$3.81K +359 +2%
VCWA
30
Vanguard Capital Wealth Advisors
Colorado
$212K – – –
Baird Financial Group
31
Baird Financial Group
Wisconsin
$187K -$541K -50,972 -74%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$181K -$223K -21,039 -55%
EHC
33
Everett Harris & Co
California
$170K – – –
KA
34
Kercheville Advisors
Texas
$170K -$10.6K -1,000 -6%
Mariner
35
Mariner
Kansas
$155K +$27.6K +2,597 +22%
TWM
36
TCFG Wealth Management
California
$143K – – –
WFA
37
WestHill Financial Advisors
California
$127K – – –
RCM
38
RB Capital Management
Nevada
$126K +$2.22K +209 +2%
MCP
39
Mirador Capital Partners
California
$125K – – –
NWM
40
Napa Wealth Management
California
$124K – – –
M
41
MYeCFO
California
$114K +$114K +10,700 New
Citadel Advisors
42
Citadel Advisors
Florida
$113K +$113K +10,692 New
TWM
43
TriaGen Wealth Management
California
$109K – – –
HCM
44
Hollencrest Capital Management
California
$54.8K – – –
RIL
45
Rothschild Investment LLC
Illinois
$35K +$233 +22 +0.7%
CTWM
46
Cherry Tree Wealth Management
Minnesota
$17.2K – – –
EC
47
Elequin Capital
New York
$12.8K +$12.8K +1,207 New
OP
48
ORG Partners
Indiana
$10.6K – – –
NB
49
NBT Bank
New York
$9.27K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$8.5K +$8.5K +800 New
1
2
3