DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

31 hedge funds and large institutions have $31.2M invested in DTF Tax-Free Income 2028 Term Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$5.88M
2
BHPW
2
Beverly Hills Private Wealth
California
$641K
3
SA
3
Sanctuary Advisors
Indiana
$216K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$131K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.31M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
1CP
2
1607 Capital Partners
Virginia
$3.88M
3
WAM
3
Wolverine Asset Management
Illinois
$233K
4
LSC
4
Logan Stone Capital
Illinois
$877K
5
LCM
5
Landscape Capital Management
New Jersey
$198K
Name Market Value Shares Shares
Change 		Shares
Change %
AW
1
Atlas Wealth
Ohio
$5.88M 532,093 +532,093 New
RCM
2
Rivernorth Capital Management
Florida
$4.72M 430,976 – –
HC
3
Hara Capital
Washington
$3.97M 362,231 -2,712 -0.7%
1CP
4
1607 Capital Partners
Virginia
$3.88M 353,601 -27,993 -7%
AC
5
Almitas Capital
California
$3.87M 353,247 +4,274 +1%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.88M 171,560 +98 +0.1%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$1.32M 120,147 – –
Morgan Stanley
8
Morgan Stanley
New York
$1.31M 119,797 +7,016 +6%
LSC
9
Logan Stone Capital
Illinois
$877K 79,979 -18,227 -19%
COLIM
10
City of London Investment Management
United Kingdom
$778K 71,012 – –
BHPW
11
Beverly Hills Private Wealth
California
$641K 58,502 +29,990 +105%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$282K 25,688 – –
WAM
13
Wolverine Asset Management
Illinois
$233K 21,264 -25,055 -54%
FPCP
14
Fort Point Capital Partners
California
$231K 21,100 +2,269 +12%
SA
15
Sanctuary Advisors
Indiana
$216K 20,119 +20,119 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$202K 18,428 +3,691 +25%
LCM
17
Landscape Capital Management
New Jersey
$198K 18,038 -13,704 -43%
ACA
18
Aptus Capital Advisors
Alabama
$159K 14,545 – –
MWM
19
Melfa Wealth Management
Massachusetts
$157K 14,339 – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$131K 11,988 +11,988 New
GAMC
21
Garner Asset Management Corp
Texas
$117K 10,654 – –
CB
22
Centennial Bank
Arkansas
$32.9K 3,000 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$24.6K 2,245 +116 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$16K 1,450 – –
UBS Group
25
UBS Group
Switzerland
$15.5K 1,412 +1,079 +324%
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