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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

60 hedge funds and large institutions have $103M invested in Invesco California Value Municipal Income Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
25
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.6M
2
SCM
2
Saba Capital Management
New York
$14.7M
3
RCM
3
Robinson Capital Management
Michigan
$3.09M
4
LSC
4
Logan Stone Capital
Illinois
$7.74M
5
AAM
5
Advisors Asset Management
Colorado
$3.5M

Top Sellers

1
BPCM
1
Beach Point Capital Management
California
$0
2
UBS Group
2
UBS Group
Switzerland
$2.48M
3
EW
3
Evoke Wealth
California
$0
4
Walleye Capital
4
Walleye Capital
New York
$0
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
TriaGen Wealth Management
California
$101K +$101K +10,300 New
VCWA
52
Vanguard Capital Wealth Advisors
Colorado
$98K – – –
MAWCM
53
Mine & Arao Wealth Creation & Management
California
$82.8K – – –
TC
54
Truvestments Capital
Florida
$61.3K +$61.3K +6,251 New
HCM
55
Hollencrest Capital Management
California
$50.6K – – –
RIL
56
Rothschild Investment LLC
Illinois
$46K +$46K +4,697 New
Comerica Bank
57
Comerica Bank
Texas
$39.3K – – –
CTWM
58
Cherry Tree Wealth Management
Minnesota
$15.9K – – –
US Bancorp
59
US Bancorp
Minnesota
$14.2K – – –
AF
60
Allworth Financial
California
$6.69K – – –
BPCM
61
Beach Point Capital Management
California
– -$3.14M -372,599 Closed
EW
62
Evoke Wealth
California
– -$911K -108,105 Closed
Walleye Capital
63
Walleye Capital
New York
– -$329K -38,975 Closed
FPCP
64
Fort Point Capital Partners
California
– -$252K -29,948 Closed
AFA
65
Arlington Financial Advisors
California
– -$190K -22,500 Closed
RCM
66
Rivernorth Capital Management
Florida
– -$188K -22,266 Closed
Vanguard Group
67
Vanguard Group
Pennsylvania
– -$142K -16,870 Closed
DI
68
Diligent Investors
California
– -$108K -12,857 Closed
MA
69
MKT Advisors
California
– -$97.4K -11,670 Closed
CAN
70
Cetera Advisor Networks
California
– -$84.9K -10,066 Closed
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