HBTA

Horizon Expedition Plus ETF
HBTA

20 hedge funds and large institutions have $111M invested in Horizon Expedition Plus ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 3 closing their positions.

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New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

Holders
20
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

Top Buyers

1
+$377K
2
+$333K
3
+$150K
4
PS
Principal Securities
Iowa
+$77.2K
5
KAS
Kestra Advisory Services
Texas
+$31.7K

Top Sellers

1
-$16.8M
2
-$1.23M
3
-$434K
4
JP Morgan Chase
JP Morgan Chase
New York
-$333K
5
Jane Street
Jane Street
New York
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$44.5M
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$20.9M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.3M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.9M
BCI
5
Brinker Capital Investments
Pennsylvania
$3.31M
PS
6
Principal Securities
Iowa
$1.62M
CFG
7
Certior Financial Group
Pennsylvania
$713K
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$701K
IFA
9
Interactive Financial Advisors
Illinois
$553K
HI
10
Horizon Investments
North Carolina
$545K
OMC
11
Old Mission Capital
Illinois
$508K
BIG
12
Brookwood Investment Group
Arizona
$315K
Osaic Holdings
13
Osaic Holdings
Arizona
$303K
AFP
14
Ausdal Financial Partners
Iowa
$288K
HAS
15
HBW Advisory Services
California
$152K
JP Morgan Chase
16
JP Morgan Chase
New York
$115K
KAS
17
Kestra Advisory Services
Texas
$31.9K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17K
UBS Group
19
UBS Group
Switzerland
$12K
AF
20
Allworth Financial
California
$3.77K
Jane Street
21
Jane Street
New York
–
LPL Financial
22
LPL Financial
California
–
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
–