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HBTA
+1.93 · +7.08%
$29.15 · NYSE ARCA

Horizon Funds (HBTA) ETF Analysis | Derivative Income

Horizon Investments · USA
AUM:$128.9M
#– of – in Derivative Income ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.8% over the past year, reflecting strong price momentum.

What is HBTA?

The fund is an actively managed exchange-traded fund (ETF). The fund"s investment adviser, Horizon Investments, LLC ("Horizon" or the "Adviser"), seeks to achieve its investment objective by investing primarily in large-cap U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
HBTA delivered 21.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 44.0% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.02% — modest income alongside capital growth potential.
ETF Information
AUM$128.9M
Expense Ratio0.00%
Dividend Yield0.02%
Holdings48
Inception DateJan 2025
Domicile–
Distribution–
Index–
ProviderHorizon Investments
Beta–
CategoryDerivative Income
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.5%
1Y
+19.7%
3Y
+27.2%
5Y
+27.2%
OpenBook InsightIf you had invested £10,000 in HBTA 5 years ago, it would have grown to £12,724 — a gain of £2,724.

Annual Returns

Calendar year performance

HBTA delivered positive returns in 2 of the last 2 calendar years.
YearHBTA
2026 YTD+10.9%
2025+14.7%
2/2 positive yearsAvg return: +12.8%Worst year: +10.9% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
25.2%
Moderate
Momentum
+2.5%
30-day change
Support Level
31.91
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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