DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

29 hedge funds and large institutions have $31.3M invested in DTF Tax-Free Income 2028 Term Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.9M
2
AW
2
Atlas Wealth
Ohio
$2.12M
3
SIA
3
Sit Investment Associates
Minnesota
$2.38M
4
LSC
4
Logan Stone Capital
Illinois
$289K
5
AC
5
Almitas Capital
California
$288K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.53M
2
1CP
2
1607 Capital Partners
Virginia
$6.22M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.51M
4
KIM
4
Karpus Investment Management
New York
$7.55M
5
WAM
5
Wolverine Asset Management
Illinois
$136K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$7.55M 681,814 -11,808 -2%
1CP
2
1607 Capital Partners
Virginia
$6.22M 561,546 -26,692 -5%
RCM
3
Rivernorth Capital Management
Florida
$3.53M 318,411 -28,262 -8%
SIA
4
Sit Investment Associates
Minnesota
$2.38M 215,101 +31,602 +17%
AW
5
Atlas Wealth
Ohio
$2.12M 191,682 +40,684 +27%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.9M 171,462 +171,462 New
RCM
7
Robinson Capital Management
Michigan
$1.89M 172,335 +20,000 +13%
COLIM
8
City of London Investment Management
United Kingdom
$1.51M 136,353 -26,271 -16%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$1.33M 120,147 – –
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$354K 31,952 – –
LSC
11
Logan Stone Capital
Illinois
$289K 26,107 +26,107 New
AC
12
Almitas Capital
California
$288K 25,989 +19,910 +328%
DWM
13
Dakota Wealth Management
Florida
$250K 22,557 +3,142 +16%
GAMC
14
Garner Asset Management Corp
Texas
$241K 21,754 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$236K 21,343 +19,893 +1,372%
RVPG
16
Relative Value Partners Group
$217K 19,550 – –
Wells Fargo
17
Wells Fargo
California
$187K 16,856 +979 +6%
First Trust Advisors
18
First Trust Advisors
Illinois
$182K 16,468 -970 -6%
Morgan Stanley
19
Morgan Stanley
New York
$173K 15,598 +500 +3%
MWM
20
Melfa Wealth Management
Massachusetts
$157K 14,132 +48 +0.3%
WAM
21
Wolverine Asset Management
Illinois
$136K 12,267 -1,613 -12%
CB
22
Centennial Bank
Arkansas
$33.2K 3,000 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$26.7K 2,414 – –
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$22.2K 2,000 – –
AWM
25
Accel Wealth Management
Iowa
$12.4K 1,122 – –
1
2