DTF

DTF Tax-Free Income 2028 Term Fund

27 hedge funds and large institutions have $56.5M invested in DTF Tax-Free Income 2028 Term Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$30.6M 2,067,952 +1,471,078 +246%
Wells Fargo
2
Wells Fargo
California
$5.83M 393,915 -885 -0.2%
EVM
3
Eaton Vance Management
Massachusetts
$4.57M 308,941
1CP
4
1607 Capital Partners
Virginia
$3.77M 254,857
SIA
5
Sit Investment Associates
Minnesota
$1.4M 94,738
RJA
6
Raymond James & Associates
Florida
$1.39M 93,604 -739 -0.8%
RCM
7
Rivernorth Capital Management
Florida
$1.27M 85,533 -154,453 -64%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$925K 62,500 +31,500 +102%
GAMC
9
Garner Asset Management Corp
Texas
$835K 56,450 -1,600 -3%
COLIM
10
City of London Investment Management
United Kingdom
$795K 53,501
AC
11
Aristides Capital
Kentucky
$710K 48,000 +48,000 New
DWM
12
Dakota Wealth Management
Florida
$699K 47,203 +17,467 +59%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$670K 45,249
VCM
14
Vivaldi Capital Management
Illinois
$631K 42,668 +2,238 +6%
Morgan Stanley
15
Morgan Stanley
New York
$610K 41,237 +4,479 +12%
First Trust Advisors
16
First Trust Advisors
Illinois
$520K 35,162 -2,766 -7%
WB
17
WesBanco Bank
West Virginia
$444K 30,000
RJFSA
18
Raymond James Financial Services Advisors
Florida
$319K 21,546 -3,320 -13%
AA
19
AQR Arbitrage
Connecticut
$211K 14,276 -1,607 -10%
DHFB
20
Dixon Hubard Feinour & Brown
Virginia
$166K 11,186
Bank of America
21
Bank of America
North Carolina
$37K 2,496 +1,290 +107%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$21K 1,450 -10,221 -88%
UBS Group
23
UBS Group
Switzerland
$17K 1,117 +1,117 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$11K 765
PWMG
25
Prestige Wealth Management Group
New Jersey
$6K 400