Invesco California Value Municipal Income Trust
VCV- Exchange
- NYSE
- SEC CIK
- 0000895531
No open-market purchases or sales by Invesco California Value Municipal Income Trust insiders were filed in the last 90 days; 54 institutions reported holding it in 13F filings for Q2 2026, worth $93.0M in total; no superinvestor holds it.
Q1 2025 vs. Q4 2024
How the institutions holding Invesco California Value Municipal Income Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 54 | 52 | −2 |
| Shares | 6.67M | 6.38M | −291.3K (−4.4%) |
| Value | $73.0M | $67.7M | −$5.29M (−7.2%) |
New holders (4)
Institutions that held Invesco California Value Municipal Income Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Myecfo, LLC | 10,700 | $113.5K | 0.06% |
| Citadel Advisors LLC | 10,692 | $113.4K | 0.00% |
| Elequin Capital LP | 1,207 | $12.8K | 0.00% |
| JPMorgan Chase & Co | 800 | $8.50K | 0.00% |
Sold out (6)
Institutions that held Invesco California Value Municipal Income Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| NWF Advisory Services Inc. | 49,094 | $537.1K |
| Western Wealth Management, LLC | 34,636 | $378.9K |
| CNH Partners LLC | 33,398 | $365.4K |
| Walleye Capital LLC | 26,609 | $291.1K |
| Stifel Financial Corp | 10,652 | $116.5K |
| First Foundation Advisors | 10,446 | $114.3K |