DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

24 hedge funds and large institutions have $31.8M invested in DTF Tax-Free Income 2028 Term Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
4
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.26M
2
BHPW
Beverly Hills Private Wealth
California
+$641K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$190K
4
UBS Group
UBS Group
Switzerland
+$24.6K
5
Wells Fargo
Wells Fargo
California
+$3.37K

Top Sellers

1
HC
Hara Capital
Washington
-$3.67M
2
RCM
Rivernorth Capital Management
Florida
-$1.11M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$955K
4
1CP
1607 Capital Partners
Virginia
-$936K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
– -$166K -14,780 Closed
GS
27
GWN Securities
Florida
– -$155K -13,800 Closed
FFA
28
Farther Finance Advisors
California
– -$375 -33 Closed
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
– -$11 -1 Closed
1
2