Institutional shares held 6.51 Million
0 calls
0 puts
Total value of holdings $65.1M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 54


Latest Institutional Activity in VCV

Top Purchases

Q1 2025
Myecfo, LLC Shares Held: 10.7K ($109K)
Q1 2025
D.A. Davidson & Co. Shares Held: 44.9K ($457K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 34.2K ($349K)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 66K ($673K)
Q1 2025
Rothschild Investment LLC Shares Held: 3.3K ($33.6K)

Top Sells

Q1 2025
Hennion & Walsh Asset Management, Inc. Shares Held: 304K ($3.1M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 30K ($306K)
Q1 2025
Clay Northam Wealth Management, LLC Shares Held: 22.6K ($230K)
Q1 2025
Kercheville Advisors, LLC Shares Held: 16K ($163K)
Q1 2025
Pacific Wealth Strategies Group, Inc. Shares Held: 81.1K ($827K)

About VCV

Invesco California Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., Invesco Asset Management (Japan) Limited, Invesco Asset Management Deutschland GmbH, Invesco Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and Invesco Senior Secured Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade California municipal securities which include municipal bonds, municipal notes, municipal commercial paper, and lease obligations. It employs fundamental analysis with bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen California Value Municipal Income Trust. Invesco California Value Municipal Income Trust was formed on April 30, 1993 and is domiciled in the United States.


Insider Transactions at VCV

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
313 Shares
From 1 Insiders
Other acquisition or disposition 313 shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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