Bitaigen Research 
Update (February 11, 10:00 UTC): The share‑count figures quoted in this article have been corrected.
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Recent Spot Bitcoin ETF Capital Flow Overview
According to data compiled by SoSoValue, spot Bitcoin ETFs recorded a cumulative net inflow of roughly $311.6 million this week, with the highest single‑day inflow occurring on Tuesday at $166.6 million. This amount almost offsets last week’s net outflow of $318 million, which had contributed to a three‑week cumulative net loss exceeding $3 billion.
Note: Bitcoin fell about 13 % over the past seven days and briefly slipped below $68,000 on Tuesday, yet the inflow momentum into ETFs still shows signs of recovery.
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Market Sentiment and Trading Behaviour
Earlier this week, industry analysts observed that ETF products for crypto assets may be approaching a turning point, with selling pressure beginning to ease. Data from CoinGecko further indicate that, despite Bitcoin’s price correction, ETF inflows remain robust.
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From the perspective of the Bitaigen editorial team, we provide an in‑depth analysis of recent spot Bitcoin ETF capital movements, focusing on the market‑sentiment shift behind the rebound in net inflows and incorporating the latest Goldman Sachs position adjustments to help readers track ETF fund dynamics and potential trends.
Goldman Sachs Reduces Bitcoin ETF Holdings, Increases XRP and Solana ETF Positions
In a recent Form 13F filing submitted to the U.S. SEC, American investment bank Goldman Sachs disclosed that it trimmed its exposure to Bitcoin ETFs in the fourth quarter of 2025. Specifically, its stake in BlackRock’s iShares Bitcoin Trust (IBIT) fell from roughly 34 million shares in Q3 to 20.7 million shares in Q4—a decline of about 39 %, corresponding to an approximate market value of $1 billion.
Goldman also reduced its holdings in Fidelity Wise Origin Bitcoin (FBTC) and Bitcoin Depot, among other Bitcoin funds, and cut its position in an Ethereum ETF. At the same time, the bank made its first public disclosures of investments in XRP and Solana ETFs: it purchased 6.95 million shares of an XRP ETF (about $152 million) and 8.24 million shares of a Solana ETF (about $104 million).
SoSoValue further reported that on Tuesday spot alt‑coin ETFs saw modest inflows, with the Ethereum fund receiving a net $14 million inflow, while the XRP and Solana ETFs added $3.3 million and $8.4 million, respectively.
Bloomberg senior ETF analyst Eric Baruchunas remarked on Thursday that, despite the broader market decline, most Bitcoin ETF investors are maintaining their positions. Even with Bitcoin’s sharp price pull‑back, he estimates that only about 6 % of fund assets are likely to be withdrawn.
He also noted that, although BlackRock’s IBIT assets have fallen from a peak of $100 billion to roughly $60 billion, the fund is expected to remain within this size range for an extended period and retain its record as “the fastest‑growing ETF to reach a $60 billion market cap in history.”
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The above provides the latest snapshot of Bitcoin (BTC) ETF capital flows: a net inflow of $167 million this week, indicating that the outflow pressure from the prior week has eased. For more detailed coverage of Bitcoin ETF inflows, stay tuned to Bitaigen’s forthcoming reports.
*Please note that cryptocurrency gains may be subject to tax in your local jurisdiction.*
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Related Reading
- Bitcoin ETF Loses $545M as Bitcoin Drops Below $70K
- Bitcoin Declared Dead 415 – $100 Million from $100 Bets
- Michael Saylor Urges Buying Bitcoin, Price Falls Below $125K
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⚠️ Risk Disclaimer: Crypto prices are highly volatile. This is not investment advice.
