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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

46 hedge funds and large institutions have $55.4M invested in Invesco California Value Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
14
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KW
1
KWB Wealth
California
$892K
2
UBS Group
2
UBS Group
Switzerland
$7.79M
3
DADC
3
D.A. Davidson & Co
Montana
$1.04M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.1M
5
KA
5
Kercheville Advisors
Texas
$225K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$796K
2
AA
2
AQR Arbitrage
Connecticut
$478K
3
WS
3
Wedbush Securities
California
$0
4
CRC
4
Curi RMB Capital
Illinois
$0
5
MA
5
MUFG Americas
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
51
Edge Wealth Management
New York
– – -8,500 Closed
GT
52
Glenmede Trust
Pennsylvania
– – -2,000 Closed
HFA
53
HC Financial Advisors
California
– – -1,035 Closed
PMFA
54
Plante Moran Financial Advisors
Michigan
– – – –
CFGS
55
Concourse Financial Group Securities
Alabama
– – – –
1 2
3