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Invesco California Value Municipal Income Trust
VCV
VCV
57 hedge funds and large institutions have $86.8M invested in Invesco California Value Municipal Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0.62% more ownership
Funds ownership: 16.74% → 17.36% (+0.62%)
3% less capital invested
Capital invested by funds: $89.2M → $86.8M (-$2.44M)
2% less funds holding
Funds holding: 58 → 57 (-1)
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$857K |
| 2 |
Jane Street
New York
|
-$302K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$254K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$245K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$183K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
51
International Assets Investment Management
Orlando,
Florida
| $21.9K | – | – | – |
|
52
Rockefeller Capital Management
New York
| $15.7K | – | – | – |
|
53
JP Morgan Chase
New York
| $15.1K | – | – | – |
|
|
GSEP
54
Golden State Equity Partners
South Coast Metro,
California
| $10.4K | +$11K | +1,000 | New |
|
|
NB
55
NBT Bank
Norwich,
New York
| $9.13K | – | – | – |
|
|
HWP
56
Highline Wealth Partners
Sherman Oaks,
California
| $4.18K | +$4.42K | +400 | New |
|
|
AF
57
Allworth Financial
Folsom,
California
| $2.05K | – | – | – |
|
|
58
Jane Street
New York
| – | -$302K | -27,113 | Closed |
|
|
KPWS
59
Kestra Private Wealth Services
Austin,
Texas
| – | -$245K | -22,022 | Closed |
|
|
MWM
60
Mission Wealth Management
Santa Barbara,
California
| – | -$183K | -16,434 | Closed |
|
61
Citadel Advisors
Miami,
Florida
| – | -$150K | -13,510 | Closed |
|
62
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$140K | -12,540 | Closed |
|
|
CTWM
63
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$18.1K | -1,625 | Closed |
|