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

$1.2000000120000005e+205T

% of Float Held

—

QoQ Change in Holders

+11 / -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+$4.8B
Advisors Asset Management, Inc.Increased+345K+$3.5B
GUGGENHEIM CAPITAL LLCIncreased+224K+$2.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+132K+$1.0B
D.A. DAVIDSON & CO.New Position+71K+$793.0M
Pacific Wealth Strategies Group, Inc.New Position+67K+$742.0M
Core Wealth Partners LLCNew Position+41K+$454.0M
Clay Northam Wealth Management, LLCNew Position+29K+$321.0M
UBS Group AGIncreased+16K+$317.4M
OSAIC HOLDINGS, INC.Increased+22K+$193.4M
Savvy Advisors, Inc.New Position+17K+$189.0M
SteelPeak Wealth, LLCNew Position+16K+$175.0M
NWF Advisory Services Inc.New Position+15K+$166.0M
Kercheville Advisors, LLCNew Position+13K+$143.0M
ECLECTIC ASSOCIATES INC /ADVNew Position+12K+$138.0M

VCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-67K-$4.2B
RAYMOND JAMES FINANCIAL INCDecreased-6K-$575.8M
ROYAL BANK OF CANADADecreased-11K-$410.0M
Cetera Investment AdvisersDecreased-2K-$310.2M
Allworth Financial LPDecreased-683-$9.3M
HCR Wealth AdvisorsClosed Position-10K-$105K
Vivaldi Capital Management LPDecreased-702-$-11K
BANK OF AMERICA CORP /DE/Decreased-29K-$-997.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Advisors Asset Management, Inc.1,150,260$12.0B0.20%Share
2GUGGENHEIM CAPITAL LLC1,085,630$12.0B0.09%Share
3WELLS FARGO & COMPANY/MN542,072$6.0B0.00%Share
4Hennion & Walsh Asset Management, Inc.435,360$4.8B0.17%Share
5UBS Group AG277,085$3.1B0.00%Share
6OSAIC HOLDINGS, INC.99,131$1.0B0.00%Share
7BANK OF AMERICA CORP /DE/170,819$1.0B0.00%Share
8COMMONWEALTH EQUITY SERVICES, LLC131,906$1.0B0.00%Share
9D.A. DAVIDSON & CO.71,316$793.0M0.00%Share
10Pacific Wealth Strategies Group, Inc.66,683$742.0M0.42%Share
11Argyle Capital Partners, LLC46,364$516.0M0.38%Share
12Core Wealth Partners LLC40,866$454.0M0.20%Share
13Clay Northam Wealth Management, LLC28,927$321.0M0.18%Share
14Savvy Advisors, Inc.17,030$189.0M0.01%Share
15SteelPeak Wealth, LLC15,800$175.0M0.01%Share
16NWF Advisory Services Inc.14,950$166.0M0.02%Share
17TCFG WEALTH MANAGEMENT, LLC13,456$149.0M0.06%Share
18Kercheville Advisors, LLC13,000$143.0M0.04%Share
19ECLECTIC ASSOCIATES INC /ADV12,434$138.0M0.02%Share
20WestHill Financial Advisors, Inc.11,925$132.0M0.03%Share
21TriaGen Wealth Management LLC10,300$114.0M0.03%Share
22US BANCORP \DE\9,590$106.0M0.00%Share
23MORGAN STANLEY2,623,569$29.0M0.00%Share
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,100$23.0M0.00%Share
25Cherry Tree Wealth Management, LLC1,625$18.0M0.00%Share
26NBT BANK N A /NY874$9.0M0.00%Share
27LPL Financial LLC326,046$3.0M0.00%Share
28UBS Group AG185$2.0M0.00%Share
29Cypress Wealth Services, LLC69,197$770K0.11%Share
30Sanctuary Advisors, LLC55,684$619K0.00%Share
31Sanctuary Advisors, LLC58,579$607K0.00%Share
32Sanctuary Advisors, LLC42,699$453K0.00%Share
33Sanctuary Advisors, LLC42,699$453K0.00%Share
34ProCore Advisors, LLC36,574$407K0.42%Share
35Vivaldi Capital Management LP34,534$384K0.05%Share
36Vanguard Capital Wealth Advisors30,000$333K0.27%Share
37KESTRA PRIVATE WEALTH SERVICES, LLC22,022$245K0.00%Share
38WEALTH ENHANCEMENT ADVISORY SERVICES, LLC20,620$229K0.00%Share
39RB Capital Management, LLC12,487$138K0.03%Share
40Mirador Capital Partners LP11,780$131K0.02%Share
41Allworth Financial LP196$2K0.00%Share
42AMERIPRISE FINANCIAL INC65,786$00.00%Share
43STIFEL FINANCIAL CORP13,484$00.00%Share
44CITADEL ADVISORS LLC13,510$00.00%Share
45EVERETT HARRIS & CO /CA/16,059$00.00%Share
46JPMORGAN CHASE & CO1,450$00.00%Share
47HOLLENCREST CAPITAL MANAGEMENT5,166$00.00%Share
48Rockefeller Capital Management L.P.1,506$00.00%Share
49Creative Planning23,409$00.00%Share
50MISSION WEALTH MANAGEMENT, LP16,434$00.00%Share

VCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202558$45.2B+29
Q3 202529$35.9B-12
Q2 202541$32.8B-10
Q1 202551$62.6B+6
Q4 202445$3.1T+4
Q3 202441$3.5T-2
Q2 202443$2.1T+1
Q1 202442$1.7T—

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As of Q4 2025, 50 institutional investors hold VCV (INVESCO CALIFORNIA VALUE MUNI INCOME TRUST). The largest holder is Advisors Asset Management, Inc. with $12.0B in shares. This quarter, 11 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 Advisors Asset Management, Inc. with $12.0B in shares.

Is institutional ownership of VCV increasing or decreasing?

This quarter, 11 institutions opened new positions in VCV and 1 closed their positions.