DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

29 hedge funds and large institutions have $30.8M invested in DTF Tax-Free Income 2028 Term Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.51M
2
RVPG
2
Relative Value Partners Group
$1.27M
3
AC
3
Almitas Capital
California
$691K
4
AW
4
Atlas Wealth
Ohio
$2.5M
5
LSC
5
Logan Stone Capital
Illinois
$301K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
KIM
2
Karpus Investment Management
New York
$7.09M
3
WAM
3
Wolverine Asset Management
Illinois
$4.31K
4
Wells Fargo
4
Wells Fargo
California
$56.7K
5
GAMC
5
Garner Asset Management Corp
Texas
$127K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$7.09M 658,686 -23,128 -3%
1CP
2
1607 Capital Partners
Virginia
$6.05M 561,546 – –
RCM
3
Rivernorth Capital Management
Florida
$4.51M 418,729 +100,318 +32%
AW
4
Atlas Wealth
Ohio
$2.5M 227,797 +36,115 +19%
SIA
5
Sit Investment Associates
Minnesota
$2.32M 215,101 – –
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.85M 171,462 – –
COLIM
7
City of London Investment Management
United Kingdom
$1.47M 136,353 – –
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$1.29M 120,147 – –
RVPG
9
Relative Value Partners Group
$1.27M 117,554 +98,004 +501%
AC
10
Almitas Capital
California
$691K 62,493 +36,504 +140%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$344K 31,952 – –
LSC
12
Logan Stone Capital
Illinois
$301K 27,946 +1,839 +7%
DWM
13
Dakota Wealth Management
Florida
$200K 18,583 -3,974 -18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$178K 16,514 -4,829 -23%
Morgan Stanley
15
Morgan Stanley
New York
$163K 15,132 -466 -3%
MWM
16
Melfa Wealth Management
Massachusetts
$153K 14,187 +55 +0.4%
First Trust Advisors
17
First Trust Advisors
Illinois
$153K 14,162 -2,306 -14%
GAMC
18
Garner Asset Management Corp
Texas
$127K 11,754 -10,000 -46%
Wells Fargo
19
Wells Fargo
California
$56.7K 5,265 -11,591 -69%
CB
20
Centennial Bank
Arkansas
$32.3K 3,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$22.9K 2,129 -285 -12%
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$21.5K 2,000 – –
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$16.2K 1,500 +1,500 New
WOSD
24
WFA of San Diego
California
$10.8K 1,000 +1,000 New
SPIA
25
Steward Partners Investment Advisory
New York
$7.47K 694 -194 -22%
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