Since the beginning of 2026, spot Bitcoin ETFs have shown a steady increase in net inflows, estimated at nearly $2 billion. According to leading analysts, key time periods tracked by experts have shown positive dynamics for the first time in several months, indicating a restoration of investor confidence in this instrument despite market volatility.
This is reported by Finway
Positive Dynamics of Funds: Statistics and Market Leaders
Senior Bloomberg analyst Eric Balchunas emphasized that in 2026, spot Bitcoin ETFs have entered a positive trend. He noted that “the inflow of funds this year has turned positive” and the market has emerged from a zone of net outflows. Ben Slavin, head of the global ETF department at BNY Asset Servicing, confirmed this trend.
“We have not observed a mass exit of retail or other investors from ETFs, as might have occurred with a sharp market downturn,” he stated.
According to SoSoValue, on April 23, 2026, the total daily inflow into 12 spot Bitcoin ETFs exceeded $223 million, while the monthly inflow reached $2.43 billion. Over the past three months and since the beginning of the year, the net inflow amounts to about $2 billion, which has helped offset losses recorded at the start of the year.
Leading among the funds is BlackRock with the ticker IBIT, which recorded a daily inflow of $167.5 million and a monthly inflow of $2.14 billion. Meanwhile, the Grayscale GBTC product remains in negative territory, showing an outflow of nearly $960 million since the beginning of the year.
Despite geopolitical tensions and inflationary risks that caused outflows in March, investors are not rushing to leave Bitcoin ETFs. According to Ben Slavin, the behavior of participants in this segment significantly differs from the dynamics of other risky assets.
Capital Allocation Trends and Asset Structure
The total assets under management of spot Bitcoin ETFs in the U.S. amount to about $125 billion. However, this is still less than the peak values of $162 billion recorded in October 2025, when the price of Bitcoin exceeded $120,000.
Ben Slavin notes that more and more investors are using ETFs as a tool for long-term asset allocation, preferring a buy-and-hold strategy over short-term speculation. He emphasized that this is “rather a structural play” related to a change in capital allocation strategy.
It is worth reminding that the average lifespan of an ETF has decreased to less than two years.