DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

30 hedge funds and large institutions have $32.2M invested in DTF Tax-Free Income 2028 Term Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$3.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$802K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$317K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$281K
5
RCM
5
Rivernorth Capital Management
Florida
$4.59M

Top Sellers

1
AC
1
Almitas Capital
California
$260K
2
KIM
2
Karpus Investment Management
New York
$6.82M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$66K
4
Wells Fargo
4
Wells Fargo
California
$5.34K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$126K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.23K +$7.23K +678 New
Wells Fargo
27
Wells Fargo
California
$5.34K -$50.9K -4,765 -91%
PWMG
28
Prestige Wealth Management Group
New Jersey
$4.27K – – –
NA
29
NewEdge Advisors
Louisiana
$3.92K – – –
GWSG
30
GPS Wealth Strategies Group
Colorado
$3.54K – – –
WAM
31
Wolverine Asset Management
Illinois
– -$4.31K -400 Closed
1
2