DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

25 hedge funds and large institutions have $34.1M invested in DTF Tax-Free Income 2028 Term Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
25
Holders Change
-5
Holders Change %
-16.67%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
8
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$5.64M
2
AC
2
Almitas Capital
California
$3.77M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.04M
4
LSC
4
Logan Stone Capital
Illinois
$851K
5
LCM
5
Landscape Capital Management
New Jersey
$405K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
AW
2
Atlas Wealth
Ohio
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
26
Karpus Investment Management
New York
– -$6.82M -638,815 Closed
AW
27
Atlas Wealth
Ohio
– -$3.48M -325,914 Closed
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
– -$341K -31,952 Closed
TJHA
29
Thomas J. Herzfeld Advisors
Florida
– -$317K -29,723 Closed
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
– -$281K -26,297 Closed
DWM
31
Dakota Wealth Management
Florida
– -$198K -18,583 Closed
First Trust Advisors
32
First Trust Advisors
Illinois
– -$126K -11,806 Closed
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
– -$21.3K -2,000 Closed
GWSG
34
GPS Wealth Strategies Group
Colorado
– -$3.54K -332 Closed
1
2