DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

29 hedge funds and large institutions have $35.6M invested in DTF Tax-Free Income 2028 Term Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
–
Holders Change %
0%
% 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
5
Increased
4
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.95M
2
HC
2
Hara Capital
Washington
$6.46M
3
BHPW
3
Beverly Hills Private Wealth
California
$2.79M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$248K
5
CCA
5
Corps Capital Advisors
Texas
$213K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.42M
2
1CP
2
1607 Capital Partners
Virginia
$2.36M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$393K
4
LSC
4
Logan Stone Capital
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$6.95M 619,371 +619,371 New
HC
2
Hara Capital
Washington
$6.46M 575,717 +196,798 +52%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$5.56M 495,416 -20,892 -4%
AC
4
Almitas Capital
California
$3.62M 322,432 -4,942 -2%
BHPW
5
Beverly Hills Private Wealth
California
$2.79M 248,947 +148,014 +147%
RCM
6
Rivernorth Capital Management
Florida
$2.42M 215,348 -215,628 -50%
1CP
7
1607 Capital Partners
Virginia
$2.36M 210,636 -107,065 -34%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.15M 102,784 -12,550 -11%
Morgan Stanley
9
Morgan Stanley
New York
$1.04M 92,393 -21,000 -19%
COLIM
10
City of London Investment Management
United Kingdom
$796K 71,012 – –
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$393K 35,047 -78,100 -69%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$306K 27,326 – –
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$288K 25,688 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$248K 22,095 +22,095 New
CCA
15
Corps Capital Advisors
Texas
$213K 19,000 +19,000 New
SA
16
Sanctuary Advisors
Indiana
$210K 18,619 -4,500 -19%
JWCA
17
J.W. Cole Advisors
Florida
$166K 14,780 +2,500 +20%
ACA
18
Aptus Capital Advisors
Alabama
$163K 14,545 – –
MWM
19
Melfa Wealth Management
Massachusetts
$161K 14,339 – –
GS
20
GWN Securities
Florida
$155K 13,800 +13,800 New
UBS Group
21
UBS Group
Switzerland
$90.4K 8,064 +7,641 +1,806%
FGC
22
Financial Gravity Companies
Texas
$36.2K 3,232 +3,232 New
Osaic Holdings
23
Osaic Holdings
Arizona
$17.3K 1,545 -700 -31%
CB
24
Centennial Bank
Arkansas
$16.8K 1,500 -1,500 -50%
Wells Fargo
25
Wells Fargo
California
$5.62K 501 -237 -32%
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