DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

30 hedge funds and large institutions have $32.2M invested in DTF Tax-Free Income 2028 Term Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$3.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$802K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$317K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$281K
5
RCM
5
Rivernorth Capital Management
Florida
$4.59M

Top Sellers

1
AC
1
Almitas Capital
California
$260K
2
KIM
2
Karpus Investment Management
New York
$6.82M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$66K
4
Wells Fargo
4
Wells Fargo
California
$5.34K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$126K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$6.82M 638,815 -19,871 -3%
1CP
2
1607 Capital Partners
Virginia
$5.99M 561,546 – –
RCM
3
Rivernorth Capital Management
Florida
$4.59M 430,573 +11,844 +3%
AW
4
Atlas Wealth
Ohio
$3.48M 325,914 +98,117 +43%
SIA
5
Sit Investment Associates
Minnesota
$2.3M 215,101 – –
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.83M 171,462 – –
COLIM
7
City of London Investment Management
United Kingdom
$1.45M 136,353 – –
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$1.28M 120,147 – –
RVPG
9
Relative Value Partners Group
$1.28M 119,724 +2,170 +2%
Morgan Stanley
10
Morgan Stanley
New York
$802K 75,130 +59,998 +396%
LSC
11
Logan Stone Capital
Illinois
$372K 34,879 +6,933 +25%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$341K 31,952 – –
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$317K 29,723 +28,223 +1,882%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$281K 26,297 +26,297 New
AC
15
Almitas Capital
California
$260K 24,372 -38,121 -61%
DWM
16
Dakota Wealth Management
Florida
$198K 18,583 – –
MWM
17
Melfa Wealth Management
Massachusetts
$152K 14,256 +69 +0.5%
First Trust Advisors
18
First Trust Advisors
Illinois
$126K 11,806 -2,356 -17%
GAMC
19
Garner Asset Management Corp
Texas
$124K 11,654 -100 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66K 6,214 -10,300 -62%
CB
21
Centennial Bank
Arkansas
$32K 3,000 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$23.8K 2,233 +104 +5%
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$21.3K 2,000 – –
SPIA
24
Steward Partners Investment Advisory
New York
$11.4K 1,070 +376 +54%
WOSD
25
WFA of San Diego
California
$10.7K 1,000 – –
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