DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

25 hedge funds and large institutions have $31.6M invested in DTF Tax-Free Income 2028 Term Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$3.92M
2
JWCA
2
J.W. Cole Advisors
Florida
$165K
3
HC
3
Hara Capital
Washington
$2.86M
4
SIA
4
Sit Investment Associates
Minnesota
$10.3M
5
BHPW
5
Beverly Hills Private Wealth
California
$3.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$841K
4
RCM
4
Rivernorth Capital Management
Florida
$1.19M
5
1CP
5
1607 Capital Partners
Virginia
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$10.3M 918,069 +7,581 +0.8%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.28M 471,444 -22,126 -4%
AC
3
Almitas Capital
California
$3.92M 350,128 +40,517 +13%
BHPW
4
Beverly Hills Private Wealth
California
$3.5M 313,043 +6,955 +2%
HC
5
Hara Capital
Washington
$2.86M 255,607 +7,642 +3%
1CP
6
1607 Capital Partners
Virginia
$1.38M 123,629 -3,507 -3%
RCM
7
Rivernorth Capital Management
Florida
$1.19M 106,066 -10,285 -9%
Morgan Stanley
8
Morgan Stanley
New York
$841K 75,192 -15,201 -17%
COLIM
9
City of London Investment Management
United Kingdom
$795K 71,012 – –
CCA
10
Corps Capital Advisors
Texas
$213K 19,000 – –
Corient Private Wealth
11
Corient Private Wealth
Florida
$196K 17,559 – –
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$191K 17,104 +148 +0.9%
NL
13
Nuveen LLC
North Carolina
$180K 16,077 – –
JWCA
14
J.W. Cole Advisors
Florida
$165K 14,780 +14,780 New
ACA
15
Aptus Capital Advisors
Alabama
$163K 14,545 – –
MWM
16
Melfa Wealth Management
Massachusetts
$160K 14,339 – –
UBS Group
17
UBS Group
Switzerland
$128K 11,430 +1,169 +11%
Raymond James Financial
18
Raymond James Financial
Florida
$68.7K 6,135 +6,135 New
FGC
19
Financial Gravity Companies
Texas
$36.2K 3,232 +3,232 New
CB
20
Centennial Bank
Arkansas
$16.8K 1,500 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$11.7K 1,045 – –
WOSD
22
WFA of San Diego
California
$11.2K 1,000 +1,000 New
Wells Fargo
23
Wells Fargo
California
$8.97K 801 -1 -0.1%
PWMG
24
Prestige Wealth Management Group
New Jersey
$4.48K 400 – –
SPIA
25
Steward Partners Investment Advisory
New York
$3.1K 277 – –
1
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