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Invesco California Value Municipal Income Trust

46 hedge funds and large institutions have $66.4M invested in Invesco California Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Argyle Capital Partners
California
$222K
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$217K
PCIA
28
Prime Capital Investment Advisors
Kansas
$216K
VCWA
29
Vanguard Capital Wealth Advisors
Colorado
$207K
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$177K
EHC
31
Everett Harris & Co
California
$167K
KA
32
Kercheville Advisors
Texas
$166K
TWM
33
TCFG Wealth Management
California
$140K
Mariner
34
Mariner
Kansas
$136K
NAS
35
NWF Advisory Services
California
$133K
RCM
36
RB Capital Management
Nevada
$126K
WFA
37
WestHill Financial Advisors
California
$124K
MCP
38
Mirador Capital Partners
California
$122K
TWM
39
TriaGen Wealth Management
California
$107K
HCM
40
Hollencrest Capital Management
California
$53.6K
SIS
41
Sound Income Strategies
Florida
$49.6K
CTWM
42
Cherry Tree Wealth Management
Minnesota
$16.9K
JP Morgan Chase
43
JP Morgan Chase
New York
$15K
OP
44
ORG Partners
Indiana
$10.4K
NB
45
NBT Bank
New York
$9.06K
AF
46
Allworth Financial
California
$7.09K
AWS
47
Atria Wealth Solutions
New York
NA
48
NewEdge Advisors
Louisiana
Baird Financial Group
49
Baird Financial Group
Wisconsin
NWM
50
Napa Wealth Management
California