DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

25 hedge funds and large institutions have $29.5M invested in DTF Tax-Free Income 2028 Term Fund in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
25
Holders Change
-7
Holders Change %
-21.88%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.81M
2
Bank of America
2
Bank of America
North Carolina
$60K
3
SIA
3
Sit Investment Associates
Minnesota
$2.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$164K
5
AWM
5
Accel Wealth Management
Iowa
$13K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$9.07M
2
MC
2
Matisse Capital
Oregon
$0
3
QCIG
3
Quad-Cities Investment Group
Iowa
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
RCM
5
Robinson Capital Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$9.07M 817,307 -52,138 -6%
1CP
2
1607 Capital Partners
Virginia
$6.56M 591,238 -6,717 -1%
RCM
3
Rivernorth Capital Management
Florida
$4.81M 432,924 +22,346 +5%
SIA
4
Sit Investment Associates
Minnesota
$2.01M 181,190 +2,528 +1%
EVM
5
Eaton Vance Management
Massachusetts
$1.9M 171,462 – –
COLIM
6
City of London Investment Management
United Kingdom
$1.81M 162,624 – –
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$1.33M 120,147 – –
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$355K 31,952 – –
DWM
9
Dakota Wealth Management
Florida
$250K 22,557 -2,521 -10%
GAMC
10
Garner Asset Management Corp
Texas
$243K 21,854 -2,350 -10%
First Trust Advisors
11
First Trust Advisors
Illinois
$242K 21,823 -5,034 -19%
RVPG
12
Relative Value Partners Group
$217K 19,550 – –
Wells Fargo
13
Wells Fargo
California
$166K 14,975 -547 -4%
Morgan Stanley
14
Morgan Stanley
New York
$164K 14,799 +226 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$161K 14,496 -2,140 -13%
Bank of America
16
Bank of America
North Carolina
$60K 5,436 +4,236 +353%
UBS Group
17
UBS Group
Switzerland
$57K 5,128 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$19K 1,714 – –
US Bancorp
19
US Bancorp
Minnesota
$17K 1,500 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$16K 1,450 – –
AWM
21
Accel Wealth Management
Iowa
$13K 1,122 +9 +0.8%
SPIA
22
Steward Partners Investment Advisory
New York
$10K 888 – –
APA
23
American Portfolios Advisors
New York
$7.77K 700 – –
PWMG
24
Prestige Wealth Management Group
New Jersey
$4K 400 – –
GWSG
25
GPS Wealth Strategies Group
Colorado
$4K 332 – –
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