DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

27 hedge funds and large institutions have $30.6M invested in DTF Tax-Free Income 2028 Term Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
4
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HC
1
Hara Capital
Washington
$3.92M
2
WAM
2
Wolverine Asset Management
Illinois
$498K
3
BHPW
3
Beverly Hills Private Wealth
California
$307K
4
LSC
4
Logan Stone Capital
Illinois
$1.06M
5
FPCP
5
Fort Point Capital Partners
California
$202K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
1CP
2
1607 Capital Partners
Virginia
$4.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.21M
4
COLIM
4
City of London Investment Management
United Kingdom
$763K
5
LCM
5
Landscape Capital Management
New Jersey
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$5.69M 523,988 -1,102 -0.2%
RCM
2
Rivernorth Capital Management
Florida
$4.63M 430,976 – –
1CP
3
1607 Capital Partners
Virginia
$4.1M 381,594 -176,852 -32%
HC
4
Hara Capital
Washington
$3.92M 364,943 +82,293 +29%
AC
5
Almitas Capital
California
$3.75M 348,973 -2,118 -0.6%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.84M 171,462 – –
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$1.29M 120,147 – –
Morgan Stanley
8
Morgan Stanley
New York
$1.21M 112,781 -76,781 -41%
LSC
9
Logan Stone Capital
Illinois
$1.06M 98,206 +19,074 +24%
COLIM
10
City of London Investment Management
United Kingdom
$763K 71,012 -65,341 -48%
WAM
11
Wolverine Asset Management
Illinois
$498K 46,319 +46,019 +15,340%
LCM
12
Landscape Capital Management
New Jersey
$341K 31,742 -5,930 -16%
BHPW
13
Beverly Hills Private Wealth
California
$307K 28,512 +28,512 New
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$276K 25,688 – –
FPCP
15
Fort Point Capital Partners
California
$202K 18,831 +18,831 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$158K 14,737 +14,737 New
ACA
17
Aptus Capital Advisors
Alabama
$156K 14,545 – –
MWM
18
Melfa Wealth Management
Massachusetts
$154K 14,339 +36 +0.3%
GAMC
19
Garner Asset Management Corp
Texas
$115K 10,654 – –
CB
20
Centennial Bank
Arkansas
$32.3K 3,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$22.9K 2,129 -52 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16K 1,450 – –
Wells Fargo
23
Wells Fargo
California
$7.93K 738 – –
SPIA
24
Steward Partners Investment Advisory
New York
$4.78K 445 -625 -58%
PWMG
25
Prestige Wealth Management Group
New Jersey
$4.3K 400 – –
1
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