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Invesco California Value Municipal Income Trust
VCV

Overview Fund Activity

51 hedge funds and large institutions have $67.2M invested in Invesco California Value Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$605K
2
Morgan Stanley
Morgan Stanley
New York
+$393K
3
AWS
Atria Wealth Solutions
New York
+$306K
4
Wells Fargo
Wells Fargo
California
+$278K
5
LPL Financial
LPL Financial
California
+$215K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.4M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$543K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$541K
4
NAS
NWF Advisory Services
California
-$537K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$6.83K +$10 +1 +0.1%
NAS
52
NWF Advisory Services
California
– -$537K -49,094 Closed
AA
53
AQR Arbitrage
Connecticut
– -$365K -33,398 Closed
Walleye Capital
54
Walleye Capital
New York
– -$291K -26,609 Closed
Stifel Financial
55
Stifel Financial
Missouri
– -$117K -10,652 Closed
FFA
56
First Foundation Advisors
California
– -$114K -10,446 Closed
1 2
3