Horizon Expedition Plus ETF
HBTA
24 hedge funds and large institutions have $249M invested in Horizon Expedition Plus ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
89% more capital invested
Capital invested by funds: $132M → $249M (+$117M)
37.39% more ownership
Funds ownership: 68.04% → 105.43% (+37%)
14% more funds holding
Funds holding: 21 → 24 (+3)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$78.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.03M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$543K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$2.16M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$890K |
| 3 |
Morgan Stanley
New York
|
-$596K |
| 4 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$147K |
| 5 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
-$135K |
HBTA Hedge Fund Activity: Q2 2026 in Review
24 of the 8,341 institutional investors tracked by Wall St. Rank reported a position in Horizon Expedition Plus ETF (HBTA) for Q2 2026, worth a combined $249M — up 89% from $132M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HBTA positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $78.5M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $2.16M sold.
- 24 institutional investors held Horizon Expedition Plus ETF (HBTA) as of Q2 2026, up from 21 in Q1 2026.
- Funds reported $249M of Horizon Expedition Plus ETF stock for Q2 2026, up 89% quarter-over-quarter.
- 5 funds opened new Horizon Expedition Plus ETF positions in Q2 2026 and 2 closed out, a net change of +3 holders.
- The largest Horizon Expedition Plus ETF buyer in Q2 2026 was Foundations Investment Advisors, an estimated $78.5M added.
- The largest Horizon Expedition Plus ETF seller in Q2 2026 was Golden State Equity Partners, an estimated $2.16M sold.
Based on aggregated 13F filings for Q2 2026.