DTF

DTF Tax-Free Income 2028 Term Fund

25 hedge funds and large institutions have $32M invested in DTF Tax-Free Income 2028 Term Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.2M
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.53M
AC
3
Almitas Capital
California
$3.47M
BHPW
4
Beverly Hills Private Wealth
California
$3.43M
HC
5
Hara Capital
Washington
$2.78M
1CP
6
1607 Capital Partners
Virginia
$1.43M
RCM
7
Rivernorth Capital Management
Florida
$1.3M
Morgan Stanley
8
Morgan Stanley
New York
$1.01M
COLIM
9
City of London Investment Management
United Kingdom
$796K
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$306K
BW
11
Basepoint Wealth
Iowa
$215K
CCA
12
Corps Capital Advisors
Texas
$213K
Corient Private Wealth
13
Corient Private Wealth
Florida
$197K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$192K
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$190K
NL
16
Nuveen LLC
North Carolina
$180K
ACA
17
Aptus Capital Advisors
Alabama
$163K
MWM
18
Melfa Wealth Management
Massachusetts
$161K
UBS Group
19
UBS Group
Switzerland
$115K
FGAM
20
Financial Gravity Asset Management
Texas
$36.2K
CB
21
Centennial Bank
Arkansas
$16.8K
Osaic Holdings
22
Osaic Holdings
Arizona
$11.7K
Wells Fargo
23
Wells Fargo
California
$8.99K
PWMG
24
Prestige Wealth Management Group
New Jersey
$4.48K
SPIA
25
Steward Partners Investment Advisory
New York
$3.1K