DTF

DTF Tax-Free Income 2028 Term Fund

22 hedge funds and large institutions have $10.8M invested in DTF Tax-Free Income 2028 Term Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.59M 169,475 -5,403 -3%
AAM
2
Advisors Asset Management
Colorado
$1.97M 128,991 -3,038 -2%
KIM
3
Karpus Investment Management
New York
$1.73M 113,239 -22,043 -16%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$956K 62,651
RJA
5
Raymond James & Associates
Florida
$834K 54,640 +7,330 +15%
Morgan Stanley
6
Morgan Stanley
New York
$550K 36,028 +1,494 +4%
First Trust Advisors
7
First Trust Advisors
Illinois
$439K 28,777 +717 +3%
Goldman Sachs
8
Goldman Sachs
New York
$294K 19,269
WAM
9
Wolverine Asset Management
Illinois
$292K 19,168 -9,050 -32%
SWM
10
Segment Wealth Management
Texas
$220K 14,401
CRC
11
Curi RMB Capital
Illinois
$198K 12,972 +12,972 New
Wells Fargo
12
Wells Fargo
California
$188K 12,276 -2,570 -17%
FM
13
Foster & Motley
Ohio
$173K 11,339 -4,800 -30%
MMG
14
Monetary Management Group
Missouri
$107K 7,000 +4,000 +133%
UBS Group
15
UBS Group
Switzerland
$59K 3,850
Creative Planning
16
Creative Planning
Kansas
$58K 3,801 +2,000 +111%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$40K 2,600
BC
18
Bartlett & Co
Ohio
$31K 2,000
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$17K 1,100 +1,100 New
Bank of America
20
Bank of America
North Carolina
$15K 1,000
GT
21
Glenmede Trust
Pennsylvania
$13K 894
BRWA
22
B. Riley Wealth Advisors
Florida
-850 Closed
MFS
23
MSI Financial Services
Massachusetts
$0 16