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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

44 hedge funds and large institutions have $65.5M invested in Invesco California Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.4M
3
AAM
3
Advisors Asset Management
Colorado
$7.17M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.52M
5
Wells Fargo
5
Wells Fargo
California
$5.78M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$729K
3
GC
3
Guggenheim Capital
Illinois
$7.91M
4
NA
4
NewEdge Advisors
Louisiana
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIL
51
Rothschild Investment LLC
Illinois
– – -3,300 Closed
EC
52
Elequin Capital
New York
– – -1,207 Closed
1 2
3