Bitcoin ETFs bounce back: five-day green streak

U.S. spot Bitcoin ETFs opened Q4 with conviction, reversing the prior week’s red print. Net flows for September 29-October 3 totaled about $3.24B as trading picked up to roughly $26B. Assets under management (AUM) rebounded to around $164.5B, a move powered by both fresh cash and a firmer BTC price.
The week delivered five straight green sessions with a clear acceleration. Monday and Tuesday set a steady base, mid‑week buying strengthened, and Friday capped the run with the single strongest day near $1B alongside the week’s top turnover. That profile reads like money re‑entering risk, not a technical blip: participation rose as the prints got larger, and AUM climbed each day from ~$150B to the ~$164.5B close.
Bitcoin ETFs bounced back: about $3.24B flowed in during Sept. 29–Oct. 3 as volumes rose and AUM climbed to ~$164.5B with BTC near $122.7K. Source: SoSoValue
Breadth improved meaningfully versus the late‑September drawdown. IBIT (iShares Bitcoin Trust, BlackRock) remained the workhorse, but it was not alone. By the CoinGlass tally in BTC terms, IBIT added roughly +15.4K BTC on the week, FBTC (Fidelity Wise Origin Bitcoin Fund) contributed about +6K BTC, and the second tier – ARKB (ARK 21Shares Bitcoin ETF) and BITB (Bitwise Bitcoin ETF) – added a further ~4K BTC combined. Smaller products (GBTC, HODL, BTCO, EZBC) moved the needle marginally; their inflows were negligible. Leadership stayed with the usual names, yet demand was no longer a one‑ticker story.
Compared with September’s path, the reset is obvious. The month ended with outflows on heavy turnover; the new week flipped that script with inflows rising hand‑in‑hand with activity. The steady increase in AUM suggests that price movements supported net buying rather than offsetting it.
Into next week, two gauges will show whether this tone sticks: breadth beyond IBIT (does FBTC keep pulling its weight, and do ARKB/BITB stay positive?) and the price/AUM link (does BTC stability keep AUM trending up?). If both hold, flows can stay green without needing record volumes; if breadth narrows again, the tape reverts to being hostage to a single leader.
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