DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

26 hedge funds and large institutions have $31.8M invested in DTF Tax-Free Income 2028 Term Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$453K
2
JWCA
J.W. Cole Advisors
Florida
+$165K
3
HC
Hara Capital
Washington
+$85.5K
4
SIA
Sit Investment Associates
Minnesota
+$84.8K
5
BHPW
Beverly Hills Private Wealth
California
+$77.8K

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$306K
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$248K
3
Morgan Stanley
Morgan Stanley
New York
-$170K
4
RCM
Rivernorth Capital Management
Florida
-$115K
5
1CP
1607 Capital Partners
Virginia
-$39.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$3.1K – – –
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
– -$306K -27,326 Closed
1
2