DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

29 hedge funds and large institutions have $30.5M invested in DTF Tax-Free Income 2028 Term Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
3
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.82M
2
BHPW
2
Beverly Hills Private Wealth
California
$1.14M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$308K
4
VF
4
Virtu Financial
New York
$207K
5
HC
5
Hara Capital
Washington
$4.27M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.3M
3
1CP
3
1607 Capital Partners
Virginia
$3.58M
4
AC
4
Almitas Capital
California
$3.69M
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.82M 516,308 +516,308 New
RCM
2
Rivernorth Capital Management
Florida
$4.86M 430,976 – –
HC
3
Hara Capital
Washington
$4.27M 378,919 +16,688 +5%
AC
4
Almitas Capital
California
$3.69M 327,374 -25,873 -7%
1CP
5
1607 Capital Partners
Virginia
$3.58M 317,701 -35,900 -10%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.3M 115,334 -56,226 -33%
Morgan Stanley
7
Morgan Stanley
New York
$1.28M 113,393 -6,404 -5%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$1.28M 113,147 -7,000 -6%
BHPW
9
Beverly Hills Private Wealth
California
$1.14M 100,933 +42,431 +73%
COLIM
10
City of London Investment Management
United Kingdom
$800K 71,012 – –
LSC
11
Logan Stone Capital
Illinois
$687K 60,985 -18,994 -24%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$308K 27,326 +27,326 New
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$290K 25,688 – –
SA
14
Sanctuary Advisors
Indiana
$260K 23,119 +3,000 +15%
VF
15
Virtu Financial
New York
$207K 18,347 +18,347 New
ACA
16
Aptus Capital Advisors
Alabama
$164K 14,545 – –
MWM
17
Melfa Wealth Management
Massachusetts
$162K 14,339 – –
JWCA
18
J.W. Cole Advisors
Florida
$138K 12,280 +12,280 New
GAMC
19
Garner Asset Management Corp
Texas
$120K 10,654 – –
WAM
20
Wolverine Asset Management
Illinois
$54.5K 4,834 -16,430 -77%
CB
21
Centennial Bank
Arkansas
$33.8K 3,000 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$25.3K 2,245 – –
WOSD
23
WFA of San Diego
California
$11.3K 1,000 – –
Wells Fargo
24
Wells Fargo
California
$8.31K 738 – –
UBS Group
25
UBS Group
Switzerland
$4.77K 423 -989 -70%
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