VCV

Invesco Ca Val Muni INC Tr

-$2.4M

Net Activity

Institutions Holding

57

Popularity Rank

#5675

Avg Weight

0.05%

Total Value

$86.8M

Ownership Trend

57 institutions currently hold VCV, with 27 net buyers and 18 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

18

Net Buying Institutions

27

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$28.8M
AA
Advisors Asset Management, Inc.
$12.9M
GC
Guggenheim Capital LLC
$12.2M
WF
Wells Fargo & Company/mn
$5.7M
H&
Hennion & Walsh Asset Management, Inc.
$4.9M

Top 5 by Conviction

PA
ProCore Advisors, LLC
0.59%
PW
Pacific Wealth Strategies Group, Inc.
0.43%
AC
Argyle Capital Partners, LLC
0.35%
AA
Advisors Asset Management, Inc.
0.21%
CW
Core Wealth Partners LLC
0.20%
View all 57 holding institutions

Quarterly Activity

Recent Activity

+$69.9M

Total Buy Value

$24.3M

Total Sell Value

New buy6
Trim12
Add21
Sold out6

27

Net Buyers

18

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO CA VAL MUNI INC TR (VCV)?
Major stakeholders currently include Morgan Stanley ($28.8M), Advisors Asset Management, Inc. ($12.9M), Guggenheim Capital LLC ($12.2M). Based on the latest 13F filings, there are a total of 57 tracked investment funds and institutions maintaining positions in VCV.
What is the overall institutional sentiment toward VCV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.4M, driven by 27 managers accumulating shares while 18 reduced their exposure.
Which institutions have been selling or reducing their VCV positions?
In the latest period, 12 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $24.3M.
Are there any notable investors adding VCV to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 21 existing holders added to their shares. The total reported buy value for the quarter amounted to $69.9M.

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