13F报告悄悄透底：华尔街及中东主权基金都在增配这一资产！

市场资讯2025-02-18

财联社2月18日讯（编辑马兰）美国机构对比特币ETF的争夺可能进入新的一轮。　　据最新披露的13F文件显示，摩根大通已经大幅增加了对比特币和以太坊交易所交易基金（ETF）的投资，其中对比特币ETF的持有总额达到984000美元，另有32300美元的以太坊ETF。　　而在2024年5月摩根大通披露的持仓中，比特币ETF规模为760000美元。这意味着在一年不到的时间里，小摩对比特币ETF的押注...

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马兰）美国机构对比特币ETF的争夺可能进入新的一轮。\n　　据最新披露的13F文件显示，摩根大通已经大幅增加了对比特币和以太坊交易所交易基金（ETF）的投资，其中对比特币ETF的持有总额达到984000美元，另有32300美元的以太坊ETF。\n　　而在2024年5月摩根大通披露的持仓中，比特币ETF规模为760000美元。这意味着在一年不到的时间里，小摩对比特币ETF的押注...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-02-18/doc-inekwutf3894821.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2471134796.USD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2025-02-18/doc-inekwutf3894821.shtml","article_id":"2512180847","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512180847","pubTimestamp":1739862120,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"财联社2月18日讯 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asset!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83042":0.6,"03008":0.9,"CETH":0.85,"EZET":0.85,"COIN":1,"03439":0.9,"09439":0.9,"FETH":0.85,"ARKB":0.9,"09042":0.6,"09008":0.9,"03009":0.85,"03042":0.9,"MARA":1,"ETHV":0.85,"IBIT":0.9,"QETH":0.85,"FDN":0.9,"STRK":0.6},"content_text":"财联社2月18日讯（编辑 马兰）美国机构对比特币ETF的争夺可能进入新的一轮。\n　　据最新披露的13F文件显示，摩根大通已经大幅增加了对比特币和以太坊交易所交易基金（ETF）的投资，其中对比特币ETF的持有总额达到984000美元，另有32300美元的以太坊ETF。\n　　而在2024年5月摩根大通披露的持仓中，比特币ETF规模为760000美元。这意味着在一年不到的时间里，小摩对比特币ETF的押注就成长了30%。\n　　除了摩根大通之外，高盛以及阿布扎比主权财富基金穆巴达拉投资公司都加注了比特币ETF，反映出该资产越来越重要的市场地位。\n　　接受比特币\n　　小摩对比特币ETF的投资相当分散，ProShares的比特币ETF占到最多份额，随后是市场主流的贝莱德iShares比特币信托ETF和Bitwise的比特币信托ETF，小摩共计对五家发行商的比特币ETF进行了投资。\n　　其在以太坊ETF投资同样也有相同的策略，同时持有灰度、贝莱德及富达发行的以太坊ETF。\n　　高盛则相对专注，持有总价值高达12.7亿美元的贝莱德iShares比特币ETF。此外，其还持有2.88亿美元的富达比特币ETF。较上一季度相比，高盛的比特币ETF份额激增了88%。\n　　穆巴达拉基金则透露其已经成为贝莱德比特币ETF的第七大股东。该公司创始人兼首席执行官Bill Barhydt表示，这一披露可能将促使其他人在本季度增加对比特币ETF的配置。\n　　他还表示，市场基本都在传言，机构已经接受比特币作为一种资产。他推测其他主权财富基金也可能会效仿其做法，增配比特币，但如果挪威和新加坡的主权基金不购买比特币ETF，他也不会感到意外。\n　　挪威政府全球养老基金目前资产规模已超过1.4万亿美元，是全球最大的主权基金。虽然其未直接持有比特币相关敞口，但通过持有MicroStrategy（MSTR）、Coinbase（COIN）、Metaplanet（3350）和 MARA Holdings（MARA）等加密相关上市公司股票间接获得比特币敞口。\n　　上周，由于对美国货币政策的担忧影响市场情绪，数字资产投资产品出现今年首次大规模资金流出，投资者累计撤资 4.15 亿美元。其中大部分资金流出集中在比特币投资产品上，包括现货ETF，流失了共4.3亿美元。\n　　CoinShares研究主管James Butterfill表示，此次抛售是由美联储主席鲍威尔对降息的谨慎立场引发的。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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