Weekly Channel Summary
The Crypto ETF channel currently stands at a robust $127.19B in Total Assets Under Management (AUM), distributed across 79 ETFs and managed by 21 distinct issuers. Over the past five days, the broader channel experienced a contraction, with a 5-Day Flow of -$943M. Despite the recent weekly pullback, the year-to-date and long-term outlook remains heavily positive. The channel boasts a YTD Flow of +$1,788M and an impressive 1-Year Flow of +$31,716M, reflecting sustained structural demand.
This Week’s Performance Leaders and Laggards
Performance across the digital asset space was universally negative this week, though the Altcoin category demonstrated the most resilience, dropping only -0.53% WTD. Conversely, Ethereum was the primary laggard, falling -3.82% WTD. Both categories remain heavily in the red on a YTD basis, with Altcoin down -21.40% and Ethereum down -23.64%.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Altcoin | -0.53% | +6.57% | +6.61% | -36.86% | -21.40% | -52.15% |
| Bitcoin | -1.31% | +4.85% | +12.48% | -12.44% | -6.62% | -21.28% |
| Ethereum | -3.82% | -6.57% | +7.16% | -28.21% | -23.64% | -12.75% |
Top & Bottom 5 ETFs by Weekly Performance
The single best-performing ETF for the week was the Canary Staked SUIS ETF (SUIS), surging +7.58%. On the other end of the spectrum, the Volatility Shares Stellar ETF (STLR) and the 21shares Polkadot ETF Shares of Beneficial Interest (TDOT) suffered the most significant WTD drops, falling -6.18% and -4.48%, respectively.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| SUIS | Canary Staked SUIS ETF | +7.58% |
| GSUI | Grayscale Sui Staking ETF | +7.56% |
| TSUI | 21Shares Sui ETF | +7.26% |
| DOJE | REX-Osprey DOGE ETF | +4.49% |
| BWOW | Bitwise Dogecoin ETF | +3.88% |
| Bottom Performers | ||
| STLR | Volatility Shares Stellar ETF | -6.18% |
| TDOT | 21shares Polkadot ETF Shares of Beneficial Interest | -4.48% |
| CRDD | Volatility Shares Cardano ETF | -4.40% |
| ETHE | Grayscale Ethereum Staking ETF | -4.10% |
| QETH | Invesco Galaxy Ethereum ETF | -4.05% |
Analyzing the Weekly Flows
Overall, the Crypto ETF channel saw net outflows of -$943M this week. However, the Altcoin category continued to attract fresh capital, pacing the field with +$113M in net new inflows relative to its $2.95B AUM. Unsurprisingly given its massive scale, Bitcoin accounted for the largest outflows at -$873M.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Altcoin | 35 | $2.95B | +$113M | +$323M | +$507M | +$709M | +$4,049M |
| Ethereum | 13 | $13.53B | -$186M | +$165M | +$264M | -$487M | +$9,441M |
| Bitcoin | 19 | $109.74B | -$873M | +$1,627M | +$4,057M | +$1,692M | +$18,432M |
Top & Bottom 5 ETFs by 5-Day Flow
Zooming into individual products, the Bitwise Solana Staking ETF (BSOL) claimed the top spot for inflows, taking in +$48M. On the outflow side, major legacy spot products led the slide, notably the Fidelity Wise Origin Bitcoin Fund (FBTC) and the ARK 21 Shares Bitcoin ETF (ARKB), bleeding -$317M and -$298M respectively.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| BSOL | Bitwise Solana Staking ETF | +$48M |
| MSBT | Morgan Stanley Bitcoin Trust ETF | +$45M |
| XRPZ | Franklin XRP ETF | +$20M |
| XRP | Bitwise XRP ETF | +$19M |
| BTC | Grayscale Bitcoin Mini Trust ETF | +$13M |
| Outflows | ||
| FBTC | Fidelity Wise Origin Bitcoin Fund | -$317M |
| ARKB | ARK 21 Shares Bitcoin ETF | -$298M |
| IBIT | iShares Bitcoin Trust ETF | -$208M |
| ETHA | iShares Ethereum Trust ETF | -$134M |
| GBTC | Grayscale Bitcoin Trust ETF | -$49M |
Issuer League Table Update
In the issuer landscape, iShares continues to hold the dominant position, securing a staggering 58.64% of total AUM. Grayscale remains in second position with a 16.36% market share. Looking at the weekly flow battle, Morgan Stanley managed to gather the most net new assets, bringing in +$45M. At the bottom of the league table for flows, Fidelity suffered the heaviest redemption pressure, giving back -$366M over the past 5 days.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| iShares | 3 | $74.59B | 58.64% |
| Grayscale | 10 | $20.80B | 16.36% |
| Fidelity | 3 | $16.39B | 12.88% |
| Bitwise | 11 | $5.33B | 4.19% |
| 21 Shares | 10 | $3.11B | 2.45% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| Morgan Stanley | +$45M |
| Bitwise | +$32M |
| VanEck | +$13M |
| Outflows | |
| Fidelity | -$366M |
| iShares | -$333M |
| 21 Shares | -$296M |
For a deeper dive into these trends, access our FREE, in-depth Crypto ETF reports in the right side panel of this page.
Disclosures
This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.
This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.
