Invesco California Value Municipal Income Trust
VCV
47 hedge funds and large institutions have $73.4M invested in Invesco California Value Municipal Income Trust in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $66.4M → $73.4M (+$6.99M)
2% more funds holding
Funds holding: 46 → 47 (+1)
1.1% more ownership
Funds ownership: 13.37% → 14.47% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.18M |
| 2 |
Morgan Stanley
New York
|
+$1.06M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.02M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$639K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$609K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$334K |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$216K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$177K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$133K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$111K |
VCV Hedge Fund Activity: Q3 2025 in Review
47 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco California Value Municipal Income Trust (VCV) for Q3 2025, worth a combined $73.4M — up 11% from $66.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VCV positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.18M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $334K sold.
- 47 institutional investors held Invesco California Value Municipal Income Trust (VCV) as of Q3 2025, up from 46 in Q2 2025.
- Funds reported $73.4M of Invesco California Value Municipal Income Trust stock for Q3 2025, up 11% quarter-over-quarter.
- 6 funds opened new Invesco California Value Municipal Income Trust positions in Q3 2025 and 5 closed out, a net change of +1 holder.
- The largest Invesco California Value Municipal Income Trust buyer in Q3 2025 was Advisors Asset Management, an estimated $1.18M added.
- The largest Invesco California Value Municipal Income Trust seller in Q3 2025 was Janney Montgomery Scott, an estimated $334K sold.
Based on aggregated 13F filings for Q3 2025.