DWS MUN INCOME TR NEW COM (KTF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

DWS MUN INCOME TR NEW COM (KTF)

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

Smart Money Signals — KTF

Based on 70 hedge funds · latest filing: 2025 Q4 · 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 — 92% of 3.0Y peak

92% of all-time peak

70 funds currently hold this stock — 92% of the 3.0-year high of 76 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding KTF is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 57% buying

33 buying25 selling

Last quarter: 33 funds bought or added vs 25 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 — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 9 → 10 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 17% medium ■ 29% new

38 out of 70 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.

💎

Buying through price weakness — shares -20%, value -90%

Value

-90%

-20%

Last quarter: funds added -20% more shares while total portfolio value only changed -90%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

15 → 6 → 9 → 10 → 15 new funds/Q

New funds entering each quarter: 6 → 9 → 10 → 15. A growing number of institutions are discovering KTF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 9% 1-2yr ■ 33% new

Of 70 current holders: 41 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

11 of 70 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	70	64	9.38%
13F Shares	15M	19M	-20.03%
Total Value	$142M	$1.47B	-90.34%
New Positions	15	10	+5
Increased Positions	18	16	+2
Closed Positions	9	11	-2
Reduced Positions	16	18	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

9.38%

13F Shares

15M

19M

-20.03%

Total Value

$142M

$1.47B

-90.34%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

70 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 14 institutional holders of KTF — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	MELFA WEALTH MANAGEMENT, INC.	0.68%	129,200	$1.2M
2	Noble Wealth Management PBC	0.15%	33,520	$305K
3	Capital Investment Advisors, LLC	0.04%	271,935	$2.5M
4	WEDBUSH SECURITIES INC	0.02%	77,244	—
5	Indiana Trust & Investment Management Co	0.01%	2,028	$18K
6	Concurrent Investment Advisors, LLC	0.01%	51,650	$470K
7	Stratos Wealth Partners, LTD.	0.00%	36,437	$332K
8	HIGHLINE WEALTH PARTNERS LLC	0.00%	1,390	$13K
9	OPPENHEIMER & CO INC	0.00%	27,468	$250K
10	Cambridge Investment Research Advisors, Inc.	0.00%	57,304	—
11	Kestra Advisory Services, LLC	0.00%	31,079	$283K
12	Creative Capital Management Investments LLC	0.00%	150	$1K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	13,261	$119K
14	Farther Finance Advisors, LLC	0.00%	799	$7K

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 NEW COM (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 — 57% buying: Last quarter: 33 funds bought or added vs 25 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 — 8% AUM from top-100: 11 of 70 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KTF?

54% of holders stayed for 2+ years: 38 out of 70 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.

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DWS MUN INCOME TR NEW COM (KTF)

Smart Money Signals — KTF

Buying streak — 1 quarter in a row

High ownership — 92% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 57% buying

Steady new buyers — ~15 new funds per quarter

54% of holders stayed for 2+ years

Buying through price weakness — shares -20%, value -90%

Growing discovery — still being found

Deep conviction — 59% of holders stayed 2+ years

Smaller funds dominant — 8% AUM from top-100

Hedge Fund Ownership: KTF

Market Analysis: KTF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KTF

Hedge Fund Positioning: KTF

Statistics: KTF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — DWS MUN INCOME TR NEW COM (KTF)

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