Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Calif Value Mun Inco (VCV)

55 + Investors. Track Smart Money conviction in VCV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
65%

Smart Money Signals — VCV

Based on 55 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
55 funds currently hold this stock — 92% of the 3.0-year high of 60 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

30 buying16 selling
Last quarter: 30 funds were net buyers (8 opened a brand new position + 22 added to an existing one). Only 16 were sellers (8 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 13 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 18% medium ■ 22% new
33 out of 55 hedge funds have held VCV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

2 → 6 → 13 → 6 → 8 new funds/Q
New funds entering each quarter: 6 → 13 → 6 → 8. VCV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 55 holders: 37 (67%) are 2+ year veterans, 5 entered 1–2 years ago, and 13 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
11 of 55 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in VCV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VCV

In 2026 Q2, 30 hedge funds were net buyers of VCV (8 opened a new position, 22 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 51% of total institutional value in VCV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 55.

Hedge Fund Ownership: VCV

How many hedge funds hold VCV — quarterly history vs. share price
Quarterly hedge fund ownership of VCV vs. share price

Market Analysis: VCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VCV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: VCV
55 + Investors

Track Smart Money conviction in VCV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 55 55 -
13F Shares 9M 8M 4.02%
Total Value $92M $86M 7.1%
New Positions 8 6 +2
Increased Positions 22 21 +1
Closed Positions 8 9 -1
Reduced Positions 8 11 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VCV

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Institutional Holders (2026 Q2)

55 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VCV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VCV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ProCore Advisors, LLC 0.49% 36,574 $395K
2 Pacific Wealth Strategies Group, Inc. 0.29% 46,420 $501K
3 Argyle Capital Partners, LLC 0.27% 40,364 $436K
4 Advisors Asset Management, Inc. 0.23% 1,388,219 $15.0M
5 Core Wealth Partners LLC 0.19% 40,866 $441K
6 Hennion & Walsh Asset Management, Inc. 0.18% 570,385 $6.2M
7 Clay Northam Wealth Management, LLC 0.16% 29,211 $315K
8 Cypress Wealth Services, LLC 0.09% 71,687 $773K
9 Guggenheim Capital LLC 0.07% 1,001,083 $10.8M
10 TCFG Investment Advisors, LLC 0.05% 13,456 $145K
11 Kercheville Advisors, LLC 0.04% 13,000 $140K
12 Tiller Private Wealth, Inc. 0.04% 11,894 $128K
13 Mirador Capital Partners LP 0.04% 29,280 $316K
14 TriaGen Wealth Management LLC 0.03% 10,300 $111K
15 RB Capital Management, LLC 0.03% 12,943 $140K
16 WestHill Financial Advisors, Inc. 0.02% 11,925 $129K
17 NWF Advisory Services Inc. 0.02% 18,300 $197K
18 Western Wealth Management, LLC 0.02% 44,908 $485K
19 Eclectic Associates Inc /Adv 0.01% 10,254 $111K
20 SteelPeak Wealth, LLC 0.00% 15,800 $170K
21 D.A. Davidson & CO. 0.00% 67,399 $727K
22 Savvy Advisors, Inc. 0.00% 17,030 $184K
23 Hollencrest Capital Management 0.00% 5,166 $56K
24 Sanctuary Advisors, LLC 0.00% 60,649 $654K
25 Stratos Wealth Partners, LTD. 0.00% 24,700 $267K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Calif Value Mun Inco (VCV)

What does the Smart Money Trend signal show for VCV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for VCV?

More buyers than sellers — 65% buying: Last quarter: 30 funds were net buyers (8 opened a brand new position + 22 added to an existing one). Only 16 were sellers (8 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VCV holders?

Elite ownership — 51% AUM from top-100 funds: 11 of 55 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in VCV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VCV?

60% of holders stayed for 2+ years: 33 out of 55 hedge funds have held VCV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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