DTF

DTF Tax-Free Income 2028 Term Fund

30 hedge funds and large institutions have $59.1M invested in DTF Tax-Free Income 2028 Term Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$29.5M 2,071,937 -13,202 -0.6%
RCM
2
Rivernorth Capital Management
Florida
$7.67M 539,248 +151,608 +39%
Wells Fargo
3
Wells Fargo
California
$5.03M 354,035
EVM
4
Eaton Vance Management
Massachusetts
$4.39M 308,941
1CP
5
1607 Capital Partners
Virginia
$3.62M 254,857
RJA
6
Raymond James & Associates
Florida
$1.34M 94,413 +4,653 +5%
VCM
7
Vivaldi Capital Management
Illinois
$1.28M 88,484 +9,399 +12%
SIA
8
Sit Investment Associates
Minnesota
$1.07M 75,271 +11,658 +18%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$941K 66,200
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$643K 45,249
DWM
11
Dakota Wealth Management
Florida
$642K 45,136 -845 -2%
COLIM
12
City of London Investment Management
United Kingdom
$512K 35,910
GAMC
13
Garner Asset Management Corp
Texas
$507K 35,654 -2,796 -7%
First Trust Advisors
14
First Trust Advisors
Illinois
$491K 34,514 -654 -2%
WB
15
WesBanco Bank
West Virginia
$427K 30,000
RJFSA
16
Raymond James Financial Services Advisors
Florida
$242K 17,016 +17,016 New
Morgan Stanley
17
Morgan Stanley
New York
$218K 15,314 -11,557 -43%
DHFB
18
Dixon Hubard Feinour & Brown
Virginia
$160K 11,186
AA
19
AQR Arbitrage
Connecticut
$157K 11,020 -1,432 -12%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$111K 7,734 +7,734 New
UBS Group
21
UBS Group
Switzerland
$55K 3,881 +2,270 +141%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$21K 1,450
Bank of America
23
Bank of America
North Carolina
$17K 1,200
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$11K 765
PWMG
25
Prestige Wealth Management Group
New Jersey
$6K 400