DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

29 hedge funds and large institutions have $31.3M invested in DTF Tax-Free Income 2028 Term Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.9M
2
AW
2
Atlas Wealth
Ohio
$2.12M
3
SIA
3
Sit Investment Associates
Minnesota
$2.38M
4
LSC
4
Logan Stone Capital
Illinois
$289K
5
AC
5
Almitas Capital
California
$288K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.53M
2
1CP
2
1607 Capital Partners
Virginia
$6.22M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.51M
4
KIM
4
Karpus Investment Management
New York
$7.55M
5
WAM
5
Wolverine Asset Management
Illinois
$136K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$9.84K – – –
PWMG
27
Prestige Wealth Management Group
New Jersey
$4.43K – – –
NA
28
NewEdge Advisors
Louisiana
$4.07K – – –
GWSG
29
GPS Wealth Strategies Group
Colorado
$3.68K +$3.68K +332 New
UBS Group
30
UBS Group
Switzerland
– -$13.9K -1,274 Closed
WOSD
31
WFA of San Diego
California
– -$10.9K -1,000 Closed
1
2