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Home»Analysis»Ethereum ETFs outperform Bitcoin as institutional interest rises
Analysis

Ethereum ETFs outperform Bitcoin as institutional interest rises

July 25, 2025No Comments2 Mins Read
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Ethereum exchange-traded funds (ETFs) are currently experiencing a surge in investor interest, surpassing their Bitcoin counterparts in terms of inflows and performance. Data from SoSo Value indicates that spot ETH ETFs received $231.23 million in new capital on July 24, outpacing spot Bitcoin ETFs which recorded $226.61 million in net inflows.

Over the past six trading days, spot ETH ETFs have attracted nearly $2.4 billion in net inflows, showing a significant increase compared to the $827.6 million logged by Bitcoin ETFs during the same period. This shift in investor sentiment reflects a growing preference for Ethereum-based products among institutional investors.

Crypto analyst Bec noted that Ethereum has consistently outperformed Bitcoin in daily inflows across multiple trading sessions, marking a significant milestone in ETF history. This indicates that Ethereum is now being recognized as an institutional-grade asset.

The momentum in Ethereum ETFs has led to a record-breaking increase in ETH holdings. In July 2025 alone, ETH ETFs have absorbed over $4.4 billion in inflows, surpassing the total inflows from the previous 12 months. According to data from the Strategic ETH Reserve, ETF holdings now represent approximately 5% of ETH’s market capitalization, with a total of 5.6 million ETH held by ETFs.

BlackRock’s iShares Ethereum Trust (ETHA) has played a key role in this growth, adding over 1 million ETH to its portfolio since July 1. ETHA now holds 2.8 million ETH, valued at around $10.22 billion, making it the third-fastest ETF to reach $10 billion in assets under management.

Bloomberg Senior ETF Analyst Eric Balchunas highlighted the rapid growth of ETHA, noting that it went from $5 billion to $10 billion in just 10 days, describing it as “the ETF equivalent of a God candle.” Despite the strong performance of Ethereum ETFs, Bitwise CIO Matt Hougan believes that Ethereum is still underrepresented in ETF portfolios. He suggests that investors would need to allocate an additional $7–8 billion to align ETH exposure with market weight, assuming Bitcoin ETF flows remain stable.

See also  Bitcoin Outperforming the Tech Stocks- Is It a Good Sign for the BTC Price Rally?

Overall, the increasing interest in Ethereum ETFs and the record-breaking inflows indicate a growing confidence in Ethereum as an institutional-grade asset and a preferred investment option among institutional investors.

Bitcoin ETFs Ethereum institutional interest Outperform rises
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