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Invesco California Value Municipal Income Trust
VCV

58 hedge funds and large institutions have $89.2M invested in Invesco California Value Municipal Income Trust in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

23% more funds holding

Funds holding: 47 → 58 (+11)

22% more capital invested

Capital invested by funds: $73.4M → $89.2M (+$15.8M)

2.27% more ownership

Funds ownership: 14.47% → 16.74% (+2.3%)

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.89M
2
AAM
Advisors Asset Management
Colorado
+$3.75M
3
GC
Guggenheim Capital
Illinois
+$2.43M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$402K
5
Jane Street
Jane Street
New York
+$295K

Top Sellers

1
LPL Financial
LPL Financial
California
-$732K
2
Bank of America
Bank of America
North Carolina
-$311K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$122K
4
HWA
HCR Wealth Advisors
California
-$105K
5
Raymond James Financial
Raymond James Financial
Florida
-$69.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$23.4K +$22.8K +2,100 New
CTWM
52
Cherry Tree Wealth Management
Minnesota
$18.1K – – –
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$16.8K – – –
JP Morgan Chase
54
JP Morgan Chase
New York
$16.1K – – –
SAG
55
SageView Advisory Group
California
$11.5K +$11.3K +1,036 New
OP
56
ORG Partners
Indiana
$11.1K – – –
NB
57
NBT Bank
New York
$9.73K – – –
AF
58
Allworth Financial
California
$2.18K -$7.43K -683 -78%
HWA
59
HCR Wealth Advisors
California
– -$105K -10,000 Closed
1 2
3