Spot Bitcoin ETFs See $681M Outflow in First Week of 2026…

Spot Bitcoin ETFs suffer $681M net outflows in first full trading week of 2026 amid macro uncertainty; Morgan Stanley files for spot crypto ETFs

  • Spot Bitcoin ETFs recorded $681 million in net outflows in the first full trading week of 2026.
  • Outflows occurred four days in a row (Tuesday–Friday), with the largest daily redemption of $486 million on Wednesday.
  • Early-week inflows included $471.1 million on Jan. 2 and $697.2 million on Jan. 5.
  • Spot Ether ETFs had weekly net outflows of about $68.6 million, leaving roughly $18.7 billion in assets.
  • Vincent Liu of Kronos Research linked the pullback to macro uncertainty; meanwhile, Morgan Stanley filed for Bitcoin and Solana spot ETFs and Bank of America allowed advisers to recommend four Bitcoin ETFs.

Spot Bitcoin exchange-traded funds registered $681 million in combined net outflows during the first full trading week of 2026, according to data from SoSoValue. Funds saw four consecutive days of redemptions from Tuesday through Friday, erasing earlier inflows and pressuring positioning.

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The biggest daily redemption came on Wednesday at $486 million, followed by $399 million on Thursday and $250 million on Friday. The week began with inflows of $471.1 million on Jan. 2 and $697.2 million on Jan. 5, which were outweighed by the later withdrawals.

Spot Ether ETFs mirrored the trend, posting weekly net outflows of about $68.6 million and ending the week with roughly $18.7 billion in total net assets. Overall flows reflected a quick shift from early-week buying to midweek selling.

Vincent Liu, chief investment officer at Kronos Research, attributed the pullback to macro uncertainty and changing expectations on monetary policy. “With Q1 rate cuts looking less likely and geopolitical risks rising, macro conditions have turned risk-off,” he said. “Until clearer signals emerge, positioning is likely to remain cautious,” he added.

Despite the volatile flows, Morgan Stanley filed with the U.S. Securities and Exchange Commission to launch two spot crypto ETFs tracking Bitcoin and Solana. The filings came after Bank of America began allowing advisers in its wealth management businesses to recommend exposure to four Bitcoin ETFs.

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