DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

31 hedge funds and large institutions have $31.2M invested in DTF Tax-Free Income 2028 Term Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$5.88M
2
BHPW
2
Beverly Hills Private Wealth
California
$641K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$131K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.31M
5
AC
5
Almitas Capital
California
$3.87M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
1CP
2
1607 Capital Partners
Virginia
$3.88M
3
WAM
3
Wolverine Asset Management
Illinois
$233K
4
LSC
4
Logan Stone Capital
Illinois
$877K
5
LCM
5
Landscape Capital Management
New Jersey
$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
WOSD
26
WFA of San Diego
California
$11K +$11K +1,000 New
Wells Fargo
27
Wells Fargo
California
$8.09K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$4.88K – – –
PWMG
29
Prestige Wealth Management Group
New Jersey
$4.38K – – –
GLR
30
Great Lakes Retirement
Ohio
$2.16K +$2.16K +197 New
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$11 +$11 +1 New
RVPG
32
Relative Value Partners Group
– -$5.69M -523,988 Closed
NA
33
NewEdge Advisors
Louisiana
– -$3.95K -367 Closed
1
2