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Invesco California Value Municipal Income Trust

58 hedge funds and large institutions have $89.2M invested in Invesco California Value Municipal Income Trust in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

23% more funds holding

Funds holding: 4758 (+11)

22% more capital invested

Capital invested by funds: $73.4M → $89.2M (+$15.8M)

2.27% more ownership

Funds ownership: 14.47%16.74% (+2.3%)

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$300K -$25.6K -2,355 -8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$286K +$8.38K +770 +3%
Creative Planning
28
Creative Planning
Kansas
$261K +$18.9K +1,741 +8%
KPWS
29
Kestra Private Wealth Services
Texas
$245K +$2.69K +247 +1%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$230K
WS
31
Wedbush Securities
California
$201K +$196K +18,051 New
SAI
32
Savvy Advisors Inc
New York
$190K
MWM
33
Mission Wealth Management
California
$183K +$179K +16,434 New
EHC
34
Everett Harris & Co
California
$179K
SW
35
SteelPeak Wealth
California
$176K +$172K +15,800 New
NAS
36
NWF Advisory Services
California
$166K +$163K +14,950 New
Citadel Advisors
37
Citadel Advisors
Florida
$150K +$147K +13,510 New
Stifel Financial
38
Stifel Financial
Missouri
$150K +$370 +34 +0.3%
TWM
39
TCFG Wealth Management
California
$150K
Mariner
40
Mariner
Kansas
$146K
KA
41
Kercheville Advisors
Texas
$144K -$32.6K -3,000 -19%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$140K +$136K +12,540 New
RCM
43
RB Capital Management
Nevada
$139K +$1.32K +121 +1%
EA
44
Eclectic Associates
California
$138K +$135K +12,434 New
WFA
45
WestHill Financial Advisors
California
$133K
MCP
46
Mirador Capital Partners
California
$131K
TWM
47
TriaGen Wealth Management
California
$115K
US Bancorp
48
US Bancorp
Minnesota
$107K
HCM
49
Hollencrest Capital Management
California
$57.5K
KAS
50
Kestra Advisory Services
Texas
$38.7K +$37.8K +3,474 New