DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

32 hedge funds and large institutions have $46.1M invested in DTF Tax-Free Income 2028 Term Fund in 2021 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.

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$8.72M
2
SIA
2
Sit Investment Associates
Minnesota
$2.09M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$972K
4
ACA
4
Ackerman Capital Advisors
Texas
$198K
5
QCIG
5
Quad-Cities Investment Group
Iowa
$144K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.76M
2
Wells Fargo
2
Wells Fargo
California
$331K
3
VCM
3
Vivaldi Capital Management
Illinois
$0
4
WAM
4
Wolverine Asset Management
Illinois
$219K
5
KIM
5
Karpus Investment Management
New York
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Amplius Wealth Advisors
Pennsylvania
$26K +$26K +1,855 New
Bank of America
27
Bank of America
North Carolina
$21K -$72.9K -5,209 -78%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$21K – – –
US Bancorp
29
US Bancorp
Minnesota
$21K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$20K – – –
AWM
31
Accel Wealth Management
Iowa
$15K +$97 +7 +0.7%
PWMG
32
Prestige Wealth Management Group
New Jersey
$6K – – –
VCM
33
Vivaldi Capital Management
Illinois
– -$734K -50,812 Closed
KAS
34
Kestra Advisory Services
Texas
– -$164K -11,336 Closed
1
2