DTF
DTF Tax-Free Income 2028 Term Fund
33 hedge funds and large institutions have $35.1M invested in DTF Tax-Free Income 2028 Term Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
2% more capital invested
Capital invested by funds: $34.5M → $35.1M (+$646K)
Holders
33
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$5.27M | |
| 2 | +$299K | |
| 3 | +$203K | |
| 4 |
SAI
Savvy Advisors Inc
New York
|
+$165K |
| 5 |
HC
Hara Capital
Bellevue,
Washington
|
+$147K |
Top Sellers
| 1 | -$5.34M | |
| 2 | -$496K | |
| 3 | -$227K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$104K |
| 5 |
MWM
Melfa Wealth Management
Westborough,
Massachusetts
|
-$38.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWPS
26
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $14.3K |
|
|||
|
WOSD
27
WFA of San Diego
San Diego,
California
| $11.4K |
|
|||
28
Osaic Holdings
Scottsdale,
Arizona
| $9.22K |
|
|||
|
CWM
29
Cedar Wealth Management
Walnut Creek,
California
| $8.36K |
|
|||
|
30
UBS Group
Zurich,
Switzerland
| $6.82K |
|
|||
31
Wells Fargo
San Francisco,
California
| $5.72K |
|
|||
|
PWMG
32
Prestige Wealth Management Group
Flemington,
New Jersey
| $4.57K |
|
|||
33
Kovitz Investment Group Partners
Chicago,
Illinois
| – |
|
|||
|
SPIA
34
Steward Partners Investment Advisory
New York
| – |
|