Institutional Ownership
Invesco Calif Value Mun Inco
CUSIP 46132H106COMVCVQ1 2026
Institutional Holders
57
13F filers
Shares Held
8.31M
Aggregate institutional
Institutional Value
$86.39M
Q1 2026
Net New Holders
+0
6 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased21
Decreased11
Sold out6
Institutional Holders
57 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.76M | $28.78M | +133.2K | Added |
| 2 | Advisors Asset Management, Inc. | 1.23M | $12.87M | +82.6K | Added |
| 3 | Guggenheim Capital LLC | 1.17M | $12.22M | +84.5K | Added |
| 4 | Wells Fargo & Company/Mn | 545.2K | $5.69M | −77.6K | Reduced |
| 5 | Hennion & Walsh Asset Management, Inc. | 471.3K | $4.92M | +35.9K | Added |
| 6 | Lpl Financial LLC | 345.2K | $3.60M | +19.2K | Added |
| 7 | Ubs Group AG | 254.3K | $2.65M | −23.0K | Reduced |
| 8 | Bank Of America Corp /De/ | 168.1K | $1.75M | −3.7K | Reduced |
| 9 | Osaic Holdings, Inc. | 124.1K | $1.30M | +25.0K | Added |
| 10 | Commonwealth Equity Services, LLC | 123.1K | $1.28M | −8.8K | Reduced |
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