DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

24 hedge funds and large institutions have $31.8M invested in DTF Tax-Free Income 2028 Term Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
4
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.26M
2
BHPW
Beverly Hills Private Wealth
California
+$641K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$190K
4
UBS Group
UBS Group
Switzerland
+$24.6K
5
Wells Fargo
Wells Fargo
California
+$3.37K

Top Sellers

1
HC
Hara Capital
Washington
-$3.67M
2
RCM
Rivernorth Capital Management
Florida
-$1.11M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$955K
4
1CP
1607 Capital Partners
Virginia
-$936K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$10.2M +$3.26M +291,117 +47%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.53M -$20.7K -1,846 -0.4%
AC
3
Almitas Capital
California
$3.47M -$144K -12,821 -4%
BHPW
4
Beverly Hills Private Wealth
California
$3.43M +$641K +57,141 +23%
HC
5
Hara Capital
Washington
$2.78M -$3.67M -327,752 -57%
1CP
6
1607 Capital Partners
Virginia
$1.43M -$936K -83,500 -40%
RCM
7
Rivernorth Capital Management
Florida
$1.3M -$1.11M -98,997 -46%
Morgan Stanley
8
Morgan Stanley
New York
$1.01M -$22.4K -2,000 -2%
COLIM
9
City of London Investment Management
United Kingdom
$796K – – –
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$306K – – –
CCA
11
Corps Capital Advisors
Texas
$213K – – –
Corient Private Wealth
12
Corient Private Wealth
Florida
$197K -$955K -85,225 -83%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$192K -$55.3K -4,934 -22%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$190K +$190K +16,956 New
NL
15
Nuveen LLC
North Carolina
$180K +$180K +16,077 New
ACA
16
Aptus Capital Advisors
Alabama
$163K – – –
MWM
17
Melfa Wealth Management
Massachusetts
$161K – – –
UBS Group
18
UBS Group
Switzerland
$115K +$24.6K +2,197 +27%
FGAM
19
Financial Gravity Asset Management
Texas
$36.2K +$36.2K +3,232 New
CB
20
Centennial Bank
Arkansas
$16.8K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$11.7K -$5.61K -500 -32%
Wells Fargo
22
Wells Fargo
California
$8.99K +$3.37K +301 +60%
PWMG
23
Prestige Wealth Management Group
New Jersey
$4.48K – – –
SPIA
24
Steward Partners Investment Advisory
New York
$3.11K – – –
Allspring Global Investments
25
Allspring Global Investments
North Carolina
– -$393K -35,047 Closed
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