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Spot Bitcoin ETFs attracted $311.6 million in net inflows this week, nearly erasing the $318 million in outflows recorded the previous week and suggesting that institutional selling pressure may be easing even as Bitcoin prices fell roughly 13% over the same period.
The divergence between falling prices and returning capital flows offers one of the clearest signals yet that a segment of ETF investors is treating price weakness as a holding opportunity rather than an exit.
The recent inflows into Spot Bitcoin ETFs stand out against a challenging market backdrop. Bitcoin (BTC) was trading around $67,042 at the time of reporting, down roughly 13% over the past week, according to CoinGecko.
Prices briefly dipped below $68,000 on Tuesday, reflecting broader risk-off sentiment across digital assets.
Despite that decline, ETF data suggests selling pressure may be easing. Analysts earlier this week pointed to signs of a potential trend shift across crypto exchange-traded products, noting that the pace of redemptions has slowed markedly.
“We’re seeing evidence that the bulk of reactive selling has already passed,” — Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence.
Balchunas added that most investors have remained in their positions despite the drawdown.
“Only about 6% of total assets exited Bitcoin ETFs during the recent sell-off,” — Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence.
The observation supports the view that holders of Spot Bitcoin ETFs are increasingly behaving like long-term allocators rather than short-term traders.
While aggregate inflows into Spot Bitcoin ETFs have resumed, institutional positioning continues to evolve. U.S. investment bank Goldman Sachs disclosed in a recent Form 13F filing with the Securities and Exchange Commission that it trimmed its Bitcoin ETF exposure in the fourth quarter of 2025.
The filing shows that Goldman reduced its holdings in BlackRock’s iShares Bitcoin Trust ETF (IBIT) by roughly 39%, cutting shares outstanding from about 34 million in the third quarter to 20.7 million in the fourth quarter, a position valued at approximately $1 billion.
The bank also decreased exposure to other Bitcoin-linked products, including Fidelity Wise Origin Bitcoin ETF (FBTC), Bitcoin Depot, and certain Ether ETF positions.
At the same time, Goldman initiated its first-ever positions in altcoin-based exchange-traded funds. The bank reported acquiring 6.95 million shares of XRP ETFs, valued at about $152 million, and 8.24 million shares of Solana ETFs, worth roughly $104 million.
The move signals a measured diversification strategy rather than a wholesale retreat from crypto-linked instruments.
Data from SoSoValue shows that while Spot Bitcoin ETFs dominated flows, altcoin ETFs also attracted modest inflows on Tuesday.
Ether ETFs recorded approximately $14 million in net inflows, while XRP and Solana ETFs added $3.3 million and $8.4 million, respectively.
The figures point to a gradual broadening of investor interest beyond Bitcoin, particularly among institutions seeking exposure to higher-beta assets through regulated products.
Even so, Bitcoin ETFs remain the core focus for most allocators. Balchunas noted that although BlackRock’s IBIT has seen assets decline from a peak of around $100 billion to roughly $60 billion, the fund’s scale remains historically significant.
“IBIT could sit at $60 billion for years and still hold the record as the fastest ETF to ever reach that level,” — Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence.
For crypto investors, the resilience of Spot Bitcoin ETFs amid falling prices suggests that structural demand for Bitcoin exposure remains intact.
While short-term volatility continues to weigh on prices, ETF flow data indicates that most investors are choosing to hold rather than exit positions.
The latest inflow streak into Spot Bitcoin ETFs offers a nuanced signal for the broader market. On one hand, price weakness reflects ongoing macro uncertainty and cautious risk appetite.
On the other, steady ETF inflows point to a maturing investor base that views Bitcoin as a longer-term allocation rather than a speculative trade.
As institutions like Goldman Sachs fine-tune exposure and diversify into altcoin ETFs, Spot Bitcoin ETFs continue to anchor the regulated crypto investment landscape.
Whether the recent inflows mark the start of a sustained recovery or a temporary pause in selling, the data suggests that confidence in the ETF structure itself remains strong even when prices falter.
