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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

48 hedge funds and large institutions have $57.2M invested in Invesco California Value Municipal Income Trust in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$1.04M
2
UBS Group
2
UBS Group
Switzerland
$8.56M
3
PWSG
3
Pacific Wealth Strategies Group
California
$972K
4
AAM
4
Advisors Asset Management
Colorado
$1.83M
5
WS
5
Wedbush Securities
California
$196K

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$12.1M
4
FFA
4
First Foundation Advisors
California
$1.99M
5
GSEP
5
Golden State Equity Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
51
Golden State Equity Partners
California
– -$165K -12,509 Closed
CG
52
Cutler Group
California
– -$19K -1,500 Closed
ETI
53
Enterprise Trust & Investment
California
– -$14K -1,075 Closed
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