DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

29 hedge funds and large institutions have $43.3M invested in DTF Tax-Free Income 2028 Term Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$6.45M
2
VCM
2
Vivaldi Capital Management
Illinois
$744K
3
MC
3
Matisse Capital
Oregon
$688K
4
WAM
4
Wolverine Asset Management
Illinois
$469K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$176K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$18.8M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
EVM
3
Eaton Vance Management
Massachusetts
$2.64M
4
BI
4
Bulldog Investors
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Accel Wealth Management
Iowa
$15K +$128 +9 +0.9%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
FIA
28
FNY Investment Advisers
New York
$7K -$154K -11,191 -96%
PWMG
29
Prestige Wealth Management Group
New Jersey
$6K – – –
SIA
30
Sit Investment Associates
Minnesota
– -$2.05M -137,429 Closed
BI
31
Bulldog Investors
New Jersey
– -$1.77M -118,614 Closed
COLIM
32
City of London Investment Management
United Kingdom
– -$535K -35,910 Closed
CCP
33
Clough Capital Partners
Massachusetts
– -$168K -11,246 Closed
PWPS
34
Pinnacle Wealth Planning Services
Ohio
– -$77K -5,172 Closed
1
2