DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

25 hedge funds and large institutions have $34.1M invested in DTF Tax-Free Income 2028 Term Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
25
Holders Change
-5
Holders Change %
-16.67%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
8
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$5.64M
2
AC
2
Almitas Capital
California
$3.77M
3
HC
3
Hara Capital
Washington
$3.04M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.04M
5
LSC
5
Logan Stone Capital
Illinois
$851K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
AW
2
Atlas Wealth
Ohio
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$6M 558,446 -3,100 -0.6%
RVPG
2
Relative Value Partners Group
$5.64M 525,090 +405,366 +339%
RCM
3
Rivernorth Capital Management
Florida
$4.63M 430,976 +403 +0.1%
AC
4
Almitas Capital
California
$3.77M 351,091 +326,719 +1,341%
HC
5
Hara Capital
Washington
$3.04M 282,650 +282,650 New
SIA
6
Sit Investment Associates
Minnesota
$2.3M 214,201 -900 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$2.04M 189,562 +114,432 +152%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.84M 171,462 – –
COLIM
9
City of London Investment Management
United Kingdom
$1.47M 136,353 – –
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$1.29M 120,147 – –
LSC
11
Logan Stone Capital
Illinois
$851K 79,132 +44,253 +127%
LCM
12
Landscape Capital Management
New Jersey
$405K 37,672 +37,672 New
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$276K 25,688 +25,688 New
ACA
14
Aptus Capital Advisors
Alabama
$156K 14,545 +14,545 New
MWM
15
Melfa Wealth Management
Massachusetts
$154K 14,303 +47 +0.3%
GAMC
16
Garner Asset Management Corp
Texas
$116K 10,654 -1,000 -9%
CB
17
Centennial Bank
Arkansas
$32.3K 3,000 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$23.4K 2,181 -52 -2%
UBS Group
19
UBS Group
Switzerland
$21.2K 1,974 +1,296 +191%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$16K 1,450 -4,764 -77%
SPIA
21
Steward Partners Investment Advisory
New York
$11.5K 1,070 – –
Wells Fargo
22
Wells Fargo
California
$7.94K 738 +238 +48%
PWMG
23
Prestige Wealth Management Group
New Jersey
$4.3K 400 – –
NA
24
NewEdge Advisors
Louisiana
$3.95K 367 – –
WAM
25
Wolverine Asset Management
Illinois
$3.23K 300 +300 New
1
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