Spot bitcoin exchange-traded funds (ETFs) recorded a significant rebound on Monday, attracting $274.6 million in net inflows—the highest single-day increase since February 4.
This surge follows a challenging period for bitcoin ETFs, which had faced persistent selling pressure in recent weeks.
According to data from SoSoValue, bitcoin ETFs experienced five consecutive weeks of net outflows, totaling approximately $5.4 billion. However, Monday’s shift in sentiment suggests growing investor confidence, potentially driven by bitcoin’s price stabilization and renewed institutional interest.
Institutional Rebalancing and Fee Competition Drive Inflows
Crypto analyst Rachael Lucas noted that multiple factors contributed to the positive momentum, including quarter-end institutional portfolio rebalancing and rising demand for lower-cost ETFs.
Monday’s inflows were widespread, with five bitcoin ETFs reporting net positive movement and none experiencing outflows. Leading the charge was Fidelity’s FBTC, which saw $127.3 million in inflows, followed by Ark Invest and 21Shares’ ARKB, which attracted $88.5 million.
BlackRock’s IBIT, the largest spot bitcoin ETF by net assets, recorded an additional $42.3 million in inflows. Grayscale’s Mini Bitcoin Trust and Bitwise’s BITB also saw capital movement into their funds.
Market Stability and Future Outlook
Monday’s trading session saw approximately $1.87 billion in total daily volume, bringing cumulative net inflows across all spot bitcoin ETFs to $35.58 billion since their inception. The renewed investor interest comes as bitcoin stabilizes around the $83,000 mark, following a volatile period earlier this month that saw prices fluctuate between $78,500 and $94,000.
Lucas cautioned that while the recent surge in inflows is a positive sign, volatility is likely to persist. “With the quarter-end approaching, investors are closely monitoring positioning shifts. Institutional rebalancing could sustain inflows, but any renewed price weakness might trigger another wave of outflows,” she said.
