DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

29 hedge funds and large institutions have $41.4M invested in DTF Tax-Free Income 2028 Term Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$6.23M
2
COLIM
2
City of London Investment Management
United Kingdom
$1.68M
3
SIA
3
Sit Investment Associates
Minnesota
$2.32M
4
RVPG
4
Relative Value Partners Group
$254K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$366K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$13.6M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.56M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
1CP
5
1607 Capital Partners
Virginia
$7.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Accel Wealth Management
Iowa
$14K +$266 +21 +2%
SPIA
27
Steward Partners Investment Advisory
New York
$12K +$12K +888 New
PWMG
28
Prestige Wealth Management Group
New Jersey
$5K – – –
GWSG
29
GPS Wealth Strategies Group
Colorado
$4K +$4K +332 New
TJHA
30
Thomas J. Herzfeld Advisors
Florida
– -$972K -68,037 Closed
WAM
31
Wolverine Asset Management
Illinois
– -$219K -15,380 Closed
ACA
32
Ackerman Capital Advisors
Texas
– -$198K -13,834 Closed
RJA
33
Raymond James & Associates
Florida
– -$186K -12,997 Closed
CG
34
Clarus Group
Texas
– -$152K -10,525 Closed
AWA
35
Aquire Wealth Advisors
Utah
– -$128K -8,955 Closed
CCM
36
Chilton Capital Management
Texas
– -$33K -2,300 Closed
AWA
37
Amplius Wealth Advisors
Pennsylvania
– -$26K -1,855 Closed
1
2