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Horizon Expedition Plus ETF
HBTA performance and flow charts
Performance
Flows
Historic performance and flows
Data as of April 24, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +12.50% | +3.99% | +5.63% | +45.24% | ||
| Flows | +$2M | +$12M | +$32M | +$85M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Options Strategies |
| Provider | Horizon Investments |
| N° of holdings | 199 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | January 22, 2025 |
| ESG | No |
More data and info about HBTA on Trackinsight
Exposure
Data as of March 31, 2026Diversification
Total weight of top 15 holdings out of 199
Top 15 Holdings
Sectors
Countries
Latest news about HBTA
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +21.97% | +17.36% | ||
Max drawdown | -13.19% | -13.21% | ||
Max drawdown duration | 77d | 92d | N/A | N/A |
Time to recover | 16d | 16d | N/A | N/A |
What type of ETF is HBTA?
HBTA is a Active ETF that provides exposure to Equity assets. It is managed by Horizon Investments.
What does HBTA invest in?
This ETF provides exposure to Large Cap US Equities. It is part of the segment: Options Strategies.
What is the expense ratio of HBTA?
The total expense ratio (TER) of HBTA is 0.85%, representing the annual fee charged by the fund manager.
When was HBTA launched?
HBTA was launched on January 22, 2025, marking its entry into the ETF market.
Who is the issuer of HBTA?
HBTA is issued by Horizon Investments.
What is the AUM of HBTA?
As of April 24, 2026, HBTA manages $137.47 M, reflecting the total assets held in the fund.
How has HBTA performed recently?
As of April 24, 2026, HBTA delivered a return of 12.5% over the past month (1M performance), 3.99% over the past three months (3M), and 5.63% year-to-date (YTD).
What are the recent fund flows for HBTA?
As of April 24, 2026, HBTA has seen net flows of +$2M in the past month (1M flow) and +$32M year-to-date (YTD).
Does HBTA pay dividends?
As of April 24, 2026, HBTA has a trailing 12-month distribution yield of 0.6%.
How many holdings are in HBTA
As of March 31, 2026, HBTA holds 199 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is HBTA?
As of March 31, 2026, HBTA holds 199 securities, with 52.96% of its assets concentrated in its top 15 holdings.
What are the top holdings of HBTA?
As of March 31, 2026, HBTA holds a portfolio of 199 underlyings, with its largest positions including US53656G4982, NVIDIA and APPLE. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does HBTA invest in?
As of March 31, 2026, HBTA has its largest geographic exposures in USA.
What sectors or themes does HBTA focus on?
As of March 31, 2026, HBTA is primarily exposed to Information Technology, Communication Services and Industrials.
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