Horizon Expedition Plus ETF $HBTA Shares Acquired by Bank of New York Mellon Corp

Bank of New York Mellon Corp grew its holdings in Horizon Expedition Plus ETF (NYSEARCA:HBTA) by 1.9% in the 1st quarter, HoldingsChannel reports. The firm owned 1,566,831 shares of the company’s stock after purchasing an additional 29,376 shares during the quarter. Bank of New York Mellon Corp owned approximately 0.35% of Horizon Expedition Plus ETF worth $41,960,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Ascentis Independent Advisors purchased a new stake in shares of Horizon Expedition Plus ETF during the first quarter worth approximately $2,164,000. Cetera Investment Advisers raised its holdings in shares of Horizon Expedition Plus ETF by 2.5% in the 4th quarter. Cetera Investment Advisers now owns 547,364 shares of the company’s stock valued at $15,857,000 after purchasing an additional 13,113 shares in the last quarter. Kestra Advisory Services LLC purchased a new stake in shares of Horizon Expedition Plus ETF during the 4th quarter worth $32,000. Principal Securities Inc. grew its stake in shares of Horizon Expedition Plus ETF by 5.0% during the fourth quarter. Principal Securities Inc. now owns 55,979 shares of the company’s stock worth $1,622,000 after purchasing an additional 2,686 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of Horizon Expedition Plus ETF by 81,245.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 28,471 shares of the company’s stock worth $825,000 after purchasing an additional 28,436 shares in the last quarter.

Horizon Expedition Plus ETF Price Performance

Horizon Expedition Plus ETF stock opened at $30.83 on Friday. Horizon Expedition Plus ETF has a 1-year low of $25.52 and a 1-year high of $33.30. The stock has a market cap of $221.98 million, a PE ratio of 29.06 and a beta of 1.52. The stock’s fifty day moving average is $32.25 and its two-hundred day moving average is $30.19.

Horizon Expedition Plus ETF Company Profile

The Horizon Expedition Plus ETF (HBTA) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed fund of large-cap US companies combined with an options strategy with the aim of providing overall total return. The fund pursues strategic portfolio allocation, along with active security selection. HBTA was launched on Jan 22, 2025 and is issued by Horizon Kinetics.