Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DWS Mun Income Tr (KTF)

72 + Investors. Track Smart Money conviction in KTF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — KTF

Based on 72 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added KTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
72 funds currently hold this stock — 94% of the 3.0-year high of 77 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

31 buying24 selling
Last quarter: 31 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 15 → 6 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 28% medium ■ 17% new
40 out of 72 hedge funds have held KTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

9 → 11 → 15 → 6 → 11 new funds/Q
New funds entering each quarter: 11 → 15 → 6 → 11. KTF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 25% new
Entry-cohort mix of 72 holders: 45 (62%) are 2+ year veterans, 9 entered 1–2 years ago, and 18 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
11 of 72 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KTF

In 2026 Q2, 31 hedge funds were net buyers of KTF (11 opened a new position, 20 added to an existing one), while 24 reduced or exited (23 trimmed, 1 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 72.

Hedge Fund Ownership: KTF

How many hedge funds hold KTF — quarterly history vs. share price
Quarterly hedge fund ownership of KTF vs. share price

Market Analysis: KTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KTF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: KTF
2026 Q3 Stats Unlock in 4 days 72 + Investors

Track Smart Money conviction in KTF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 72 62 16.13%
13F Shares 18M 18M -4.85%
Total Value $70M $73M -3.88%
New Positions 11 6 +5
Increased Positions 20 19 +1
Closed Positions 1 15 -14
Reduced Positions 23 20 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KTF

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Institutional Holders (2026 Q3)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KTF. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 KTF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Livelsberger Financial Advisory 3.15% 72,382 $586K
2 Karpus Management, Inc. 0.68% 2,786,435 $22.6M
3 Absolute Investment Advisers, LLC 0.42% 564,047 $4.6M
4 Melfa Wealth Management, INC. 0.42% 92,613 $750K
5 Camelot Portfolios, LLC 0.17% 29,126 $236K
6 Graham Capital Wealth Management, LLC 0.13% 20,563 $167K
7 Beverly Hills Private Wealth, LLC 0.11% 78,707 $638K
8 Collaborative Wealth Managment Inc. 0.09% 27,418 $222K
9 Basepoint Wealth LLC 0.06% 13,406 $110K
10 Plan A Wealth LLC 0.05% 17,253 $140K
11 Hennion & Walsh Asset Management, Inc. 0.04% 165,234 $1.3M
12 Capital Investment Advisors, LLC 0.03% 266,426 $2.2M
13 Mayport, LLC 0.02% 20,300 $164K
14 Summit Financial Wealth Advisors, LLC 0.02% 22,500 $182K
15 K2 Principal Fund, L.P. 0.02% 29,100 $236K
16 XML Financial, LLC 0.01% 23,000 $186K
17 Dakota Wealth Management 0.01% 74,061 $600K
18 NewEdge Advisors, LLC 0.01% 315,372 $2.6M
19 Rothschild Investment LLC 0.01% 23,317 $189K
20 StoneX Group Inc. 0.01% 18,477 $150K
21 Advisory Services Network, LLC 0.00% 51,256 $415K
22 Dorsey & Whitney Trust CO LLC 0.00% 13,400 $109K
23 Indiana Trust & Investment Management Co 0.00% 2,028 $16K
24 Concurrent Investment Advisors, LLC 0.00% 72,133 $584K
25 Americana Partners, LLC 0.00% 20,702 $168K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DWS Mun Income Tr (KTF)

What does the Smart Money Trend signal show for KTF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added KTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KTF?

Slight buying edge — 56% buying: Last quarter: 31 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KTF holders?

Smaller funds dominant — 17% AUM from top-100: 11 of 72 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KTF?

56% of holders stayed for 2+ years: 40 out of 72 hedge funds have held KTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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