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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

45 hedge funds and large institutions have $65.7M invested in Invesco California Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-6
Holders Change %
-11.76%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
17
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.44M
2
Morgan Stanley
Morgan Stanley
New York
+$1.37M
3
AAM
Advisors Asset Management
Colorado
+$614K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$367K
5
Wells Fargo
Wells Fargo
California
+$187K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$3.02M
2
Ameriprise
Ameriprise
Minnesota
-$667K
3
GC
Guggenheim Capital
Illinois
-$652K
4
NA
NewEdge Advisors
Louisiana
-$295K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$217K – – –
PCIA
27
Prime Capital Investment Advisors
Kansas
$216K +$4.06K +391 +2%
VCWA
28
Vanguard Capital Wealth Advisors
Colorado
$207K – – –
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$177K – – –
EHC
30
Everett Harris & Co
California
$167K – – –
KA
31
Kercheville Advisors
Texas
$166K – – –
TWM
32
TCFG Wealth Management
California
$140K – – –
Mariner
33
Mariner
Kansas
$136K -$15K -1,451 -10%
NAS
34
NWF Advisory Services
California
$133K +$133K +12,800 New
RCM
35
RB Capital Management
Nevada
$126K +$2.38K +229 +2%
WFA
36
WestHill Financial Advisors
California
$124K – – –
MCP
37
Mirador Capital Partners
California
$122K – – –
TWM
38
TriaGen Wealth Management
California
$107K – – –
HCM
39
Hollencrest Capital Management
California
$53.6K – – –
SIS
40
Sound Income Strategies
Florida
$49.6K +$49.6K +4,784 New
CTWM
41
Cherry Tree Wealth Management
Minnesota
$16.9K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$15K +$6.75K +650 +81%
OP
43
ORG Partners
Indiana
$10.4K – – –
NB
44
NBT Bank
New York
$9.06K – – –
AF
45
Allworth Financial
California
$7.09K – – –
AWS
46
Atria Wealth Solutions
New York
– -$3.02M -284,258 Closed
NA
47
NewEdge Advisors
Louisiana
– -$295K -27,810 Closed
Baird Financial Group
48
Baird Financial Group
Wisconsin
– -$187K -17,630 Closed
NWM
49
Napa Wealth Management
California
– -$124K -11,734 Closed
M
50
MYeCFO
California
– -$114K -10,700 Closed
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