ETF Flows Reveal Institutional Rotation Beneath Crypto Market Weakness
Flow data show Bitcoin spot ETFs losing assets while ether, XRP and some altcoin funds attract selective inflows, indicating differentiated institutional positioning.
Spot Bitcoin ETFs recorded net outflows on February 3, continuing a distribution phase that began in January; fresh withdrawals of roughly $272 million pushed spot-Bitcoin ETF assets under management below $100 billion and close to year-to-date losses of about $1.3 billion [1][4].
By contrast, Ethereum ETFs posted marginal net inflows that point to tentative stabilization, Solana funds sustained modest but consistent inflows, and XRP spot ETFs posted a notable net inflow, standing out amid sector-wide caution [1][3].
Flow trackers and market reports framed the pattern as an institutional rotation — investors reallocating within crypto rather than uniformly exiting — with spot-Bitcoin ETF AUM at a 2025 low not seen since April and capital quietly moving into ether- and XRP-focused products [3][2].
The data point to differentiated positioning across major crypto assets: Bitcoin ETFs are experiencing continued outflows while select altcoin and ether products attract targeted inflows, reflecting a split in institutional demand during recent market weakness [1][3][4].
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Citations
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- 1ETF Flows Reveal Institutional Rotation Beneath Crypto Market WeaknessCoindoo• Feb 4, 2026
- 2Spot Bitcoin ETF AUM Hits 2025 Low Not Seen Since AprilCrypto Breaking News• Feb 4, 2026
- 3Bitcoin ETF outflows deepen as ether and XRP funds quietly attract inflowsCoinDesk• Feb 4, 2026
- 4Bitcoin ETF assets slip below $100B with fresh $272M outflowsCointelegraph• Feb 4, 2026
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