DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

28 hedge funds and large institutions have $28.2M invested in DTF Tax-Free Income 2028 Term Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.67M
2
AW
2
Atlas Wealth
Ohio
$1.65M
3
MWM
3
Melfa Wealth Management
Massachusetts
$154K
4
WAM
4
Wolverine Asset Management
Illinois
$151K
5
AC
5
Almitas Capital
California
$66.3K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$7.57M
2
RCM
2
Rivernorth Capital Management
Florida
$3.78M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$190K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$7.57M 693,622 -123,685 -15%
1CP
2
1607 Capital Partners
Virginia
$6.42M 588,238 -3,000 -0.5%
RCM
3
Rivernorth Capital Management
Florida
$3.78M 346,673 -86,251 -20%
SIA
4
Sit Investment Associates
Minnesota
$2M 183,499 +2,309 +1%
COLIM
5
City of London Investment Management
United Kingdom
$1.77M 162,624 – –
RCM
6
Robinson Capital Management
Michigan
$1.67M 152,335 +152,335 New
AW
7
Atlas Wealth
Ohio
$1.65M 150,998 +150,998 New
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$1.31M 120,147 – –
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$349K 31,952 – –
GAMC
10
Garner Asset Management Corp
Texas
$237K 21,754 -100 -0.5%
RVPG
11
Relative Value Partners Group
$213K 19,550 – –
DWM
12
Dakota Wealth Management
Florida
$212K 19,415 -3,142 -14%
First Trust Advisors
13
First Trust Advisors
Illinois
$190K 17,438 -4,385 -20%
Wells Fargo
14
Wells Fargo
California
$173K 15,877 +902 +6%
Morgan Stanley
15
Morgan Stanley
New York
$165K 15,098 +299 +2%
MWM
16
Melfa Wealth Management
Massachusetts
$154K 14,084 +14,084 New
WAM
17
Wolverine Asset Management
Illinois
$151K 13,880 +13,880 New
AC
18
Almitas Capital
California
$66.3K 6,079 +6,079 New
CB
19
Centennial Bank
Arkansas
$32.7K 3,000 +3,000 New
Osaic Holdings
20
Osaic Holdings
Arizona
$25.6K 2,414 +700 +41%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$21.8K 2,000 +2,000 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16K 1,450 – –
UBS Group
23
UBS Group
Switzerland
$13.9K 1,274 -3,854 -75%
AWM
24
Accel Wealth Management
Iowa
$12.2K 1,122 – –
WOSD
25
WFA of San Diego
California
$10.9K 1,000 +1,000 New
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