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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.89M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$3.75M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.43M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$402K |
| 5 |
Jane Street
New York
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$732K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$311K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$122K |
| 4 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
-$105K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$69.7K |
VCV Hedge Fund Activity: Q4 2025 in Review
58 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Invesco California Value Municipal Income Trust (VCV) for Q4 2025, worth a combined $89.2M — up 22% from $73.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new VCV positions and 1 closed out — a net gain of 11 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.89M. The largest seller was LPL Financial, cutting an estimated $732K.
- 58 institutional investors held Invesco California Value Municipal Income Trust (VCV) as of Q4 2025, up from 47 in Q3 2025.
- Funds reported $89.2M of Invesco California Value Municipal Income Trust stock for Q4 2025, up 22% quarter-over-quarter.
- 12 funds opened new Invesco California Value Municipal Income Trust positions in Q4 2025 and 1 closed out, a net change of +11 holders.
- The largest Invesco California Value Municipal Income Trust buyer in Q4 2025 was Morgan Stanley, an estimated $3.89M added.
- The largest Invesco California Value Municipal Income Trust seller in Q4 2025 was LPL Financial, an estimated $732K sold.
Based on aggregated 13F filings for Q4 2025.