DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

28 hedge funds and large institutions have $28.2M invested in DTF Tax-Free Income 2028 Term Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.67M
2
WAM
2
Wolverine Asset Management
Illinois
$151K
3
AC
3
Almitas Capital
California
$66.3K
4
SIA
4
Sit Investment Associates
Minnesota
$2M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$21.8K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$7.57M
2
RCM
2
Rivernorth Capital Management
Florida
$3.78M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$9.69K – – –
PWMG
27
Prestige Wealth Management Group
New Jersey
$4.36K – – –
NA
28
NewEdge Advisors
Louisiana
$4 +$4 +367 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
– -$161K -14,496 Closed
Bank of America
30
Bank of America
North Carolina
– -$60K -5,436 Closed
US Bancorp
31
US Bancorp
Minnesota
– -$17K -1,500 Closed
GWSG
32
GPS Wealth Strategies Group
Colorado
– -$4K -332 Closed
1
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