Who Owns INVESCO CALIFORNIA VALUE MUNI INCOME TRUST (VCV)?Hedge Fund & Institutional Holders

$10.86+0.01 (+0.09%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.9000120001200063e+127T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$9.66$10.09$10.52$10.94$11.37Aug 24Jun 25Mar 26

VCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+435K+$4.8M
Sanctuary Advisors, LLCNew Position+200K+$2.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+132K+$1.0M
D.A. DAVIDSON & CO.New Position+71K+$793K
Pacific Wealth Strategies Group, Inc.New Position+67K+$742K
Core Wealth Partners LLCNew Position+41K+$454K
ProCore Advisors, LLCNew Position+37K+$407K
Vanguard Capital Wealth AdvisorsNew Position+30K+$333K
Clay Northam Wealth Management, LLCNew Position+29K+$321K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+21K+$229K
Savvy Advisors, Inc.New Position+17K+$189K
SteelPeak Wealth, LLCNew Position+16K+$175K
NWF Advisory Services Inc.New Position+15K+$166K
Kercheville Advisors, LLCNew Position+13K+$143K
RB Capital Management, LLCNew Position+12K+$138K

VCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-67K-$4.2B
BANK OF AMERICA CORP /DE/Decreased-29K-$2.1B
RAYMOND JAMES FINANCIAL INCDecreased-6K-$575.8M
ROYAL BANK OF CANADADecreased-11K-$410.0M
Vivaldi Capital Management LPDecreased-702-$372.8M
Cetera Investment AdvisersDecreased-2K-$310.2M
HCR Wealth AdvisorsClosed Position-10K-$105.3M
Allworth Financial LPDecreased-683-$9.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY2,623,569$29.0M0.00%Share
2GUGGENHEIM CAPITAL LLC1,085,630$12.0M0.09%Share
3Advisors Asset Management, Inc.1,150,260$12.0M0.20%Share
4WELLS FARGO & COMPANY/MN542,072$6.0M0.00%Share
5Hennion & Walsh Asset Management, Inc.435,360$4.8M0.17%Share
6UBS Group AG277,085$3.1M0.00%Share
7LPL Financial LLC326,046$3.0M0.00%Share
8BANK OF AMERICA CORP /DE/170,819$1.0M0.00%Share
9OSAIC HOLDINGS, INC.99,131$1.0M0.00%Share
10COMMONWEALTH EQUITY SERVICES, LLC131,906$1.0M0.00%Share
11D.A. DAVIDSON & CO.71,316$793K0.00%Share
12Cypress Wealth Services, LLC69,197$770K0.11%Share
13Pacific Wealth Strategies Group, Inc.66,683$742K0.42%Share
14Sanctuary Advisors, LLC55,684$619K0.00%Share
15Sanctuary Advisors, LLC58,579$607K0.00%Share
16Argyle Capital Partners, LLC46,364$516K0.38%Share
17Core Wealth Partners LLC40,866$454K0.20%Share
18Sanctuary Advisors, LLC42,699$453K0.00%Share
19Sanctuary Advisors, LLC42,699$453K0.00%Share
20ProCore Advisors, LLC36,574$407K0.42%Share
21Vivaldi Capital Management LP34,534$384K0.05%Share
22Vanguard Capital Wealth Advisors30,000$333K0.27%Share
23Clay Northam Wealth Management, LLC28,927$321K0.18%Share
24KESTRA PRIVATE WEALTH SERVICES, LLC22,022$245K0.00%Share
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC20,620$229K0.00%Share
26Savvy Advisors, Inc.17,030$189K0.01%Share
27SteelPeak Wealth, LLC15,800$175K0.01%Share
28NWF Advisory Services Inc.14,950$166K0.02%Share
29TCFG WEALTH MANAGEMENT, LLC13,456$149K0.06%Share
30Kercheville Advisors, LLC13,000$143K0.04%Share
31RB Capital Management, LLC12,487$138K0.03%Share
32ECLECTIC ASSOCIATES INC /ADV12,434$138K0.02%Share
33WestHill Financial Advisors, Inc.11,925$132K0.03%Share
34Mirador Capital Partners LP11,780$131K0.02%Share
35TriaGen Wealth Management LLC10,300$114K0.03%Share
36US BANCORP \DE\9,590$106K0.00%Share
37INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,100$23K0.00%Share
38Cherry Tree Wealth Management, LLC1,625$18K0.00%Share
39NBT BANK N A /NY874$9K0.00%Share
40Allworth Financial LP196$2K0.00%Share
41UBS Group AG185$2K0.00%Share
42SUSQUEHANNA INTERNATIONAL GROUP, LLP12,540$00.00%Share
43Creative Planning23,409$00.00%Share
44BANK OF AMERICA CORP /DE/1,000$00.00%Share
45HOLLENCREST CAPITAL MANAGEMENT5,166$00.00%Share
46AMERIPRISE FINANCIAL INC65,786$00.00%Share
47Kestra Advisory Services, LLC3,474$00.00%Share
48STIFEL FINANCIAL CORP13,484$00.00%Share
49ENVESTNET ASSET MANAGEMENT INC25,669$00.00%Share
50EVOKE WEALTH, LLC60,120$00.00%Share

VCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202558$81.9M+29
Q3 202529$63.5B-12
Q2 202541$33.1B-10
Q1 202551$65.9B+6
Q4 202445$7.2T+4
Q3 202441$66.0T-2
Q2 202443$67.5T+1
Q1 202442$61.6T—

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As of Q4 2025, 50 institutional investors hold VCV (INVESCO CALIFORNIA VALUE MUNI INCOME TRUST). The largest holder is MORGAN STANLEY with $29.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own VCV?

As of Q4 2025, 50 institutional investors report holding VCV (INVESCO CALIFORNIA VALUE MUNI INCOME TRUST) in their 13F filings.

Who is the largest institutional holder of VCV?

The largest institutional holder of VCV is MORGAN STANLEY with $29.0M in shares.

Is institutional ownership of VCV increasing or decreasing?

This quarter, 15 institutions opened new positions in VCV and 1 closed their positions.