DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

26 hedge funds and large institutions have $31.8M invested in DTF Tax-Free Income 2028 Term Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$453K
2
JWCA
J.W. Cole Advisors
Florida
+$165K
3
HC
Hara Capital
Washington
+$85.5K
4
SIA
Sit Investment Associates
Minnesota
+$84.8K
5
BHPW
Beverly Hills Private Wealth
California
+$77.8K

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$306K
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$248K
3
Morgan Stanley
Morgan Stanley
New York
-$170K
4
RCM
Rivernorth Capital Management
Florida
-$115K
5
1CP
1607 Capital Partners
Virginia
-$39.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$10.3M +$84.8K +7,581 +0.8%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.28M -$248K -22,126 -4%
AC
3
Almitas Capital
California
$3.92M +$453K +40,517 +13%
BHPW
4
Beverly Hills Private Wealth
California
$3.5M +$77.8K +6,955 +2%
HC
5
Hara Capital
Washington
$2.86M +$85.5K +7,642 +3%
1CP
6
1607 Capital Partners
Virginia
$1.38M -$39.2K -3,507 -3%
RCM
7
Rivernorth Capital Management
Florida
$1.19M -$115K -10,285 -9%
Morgan Stanley
8
Morgan Stanley
New York
$841K -$170K -15,201 -17%
COLIM
9
City of London Investment Management
United Kingdom
$795K – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$218K +$26K +2,327 +14%
CCA
11
Corps Capital Advisors
Texas
$213K – – –
Corient Private Wealth
12
Corient Private Wealth
Florida
$196K – – –
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$191K +$1.66K +148 +0.9%
NL
14
Nuveen LLC
North Carolina
$180K – – –
JWCA
15
J.W. Cole Advisors
Florida
$165K +$165K +14,780 New
ACA
16
Aptus Capital Advisors
Alabama
$163K – – –
MWM
17
Melfa Wealth Management
Massachusetts
$160K – – –
UBS Group
18
UBS Group
Switzerland
$128K +$13.1K +1,169 +11%
Raymond James Financial
19
Raymond James Financial
Florida
$68.7K +$68.7K +6,135 New
FGC
20
Financial Gravity Companies
Texas
$36.2K +$36.2K +3,232 New
CB
21
Centennial Bank
Arkansas
$16.8K – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$11.7K – – –
WOSD
23
WFA of San Diego
California
$11.2K +$11.2K +1,000 New
Wells Fargo
24
Wells Fargo
California
$8.97K -$11 -1 -0.1%
PWMG
25
Prestige Wealth Management Group
New Jersey
$4.48K – – –
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