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[虚拟币交流]
谁在买比特币?2024 年 ETF 与机构投资者全景解析(转)
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1.比特币无论是作为储备资产还是创新投资的一部分,从诞生以来其持有者逐渐多元化,上市公司、私人企业,以及一些ZF机构等都加入了持有比特币的行列。2024 年 1 月,美国批准了比特币现货 ETF,为投资者提供了更便捷的方式,使 ETF 迅速成为目前最大的持有者群体。8 Z& l" h% Z$ }9 Y8 r* c" D2 v
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截至 2024 年 10 月 8 日,全球 BTC ETF 共持有超过 110 万枚 BTC( 约 687.26 亿美元 ),占总供应量的 5.26%;其中美国 BTC ETF 持有约 92.8 万枚 ( 约 577.93 亿美元 ),占全球 BTC ETF 总量的 84.13%。* L F. s6 ?8 `, W& f7 E& [7 K) q
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+ @/ V) |5 L- f6 ^9 x6 a3 w3 P7 B2.通过 SEC(美国证券交易委员会)的 13F 文件可以了解美国机构是谁在买入 BTC ETF。结论大概有三个:/ r& D1 u/ S% @9 A3 L1 X: u. w
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许多不同类型的专业机构持有比特币 ETF;包括对冲基金、投资顾问、量化、银行甚至州ZF的投资基金等都持有 BTC ETF。
5 t4 Z/ }( b4 D' S" i/ ^3 o比特币 ETF 吸引了前所未有的专业投资者兴趣。将 BTC ETF 与有史以来 10 只增长最快的新 ETF 的机构持仓进行对比。 BTC ETF 在上市仅两个季度后,无论是持有者数量还是管理资产规模(AUM),都远超其他 ETF。
3 s% Y4 y: z& B5 [ t' X3 g- p/ E将比特币现货 ETF 与其他投资进行比较时,非申报人过度投资比特币现货 ETF。与主要证券和其他 ETF 相比,76.8% 的现货 BTC ETF 持有者是散户或非申报者,显著高于其他投资标的。
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尽管 2024 Q1 以及 Q2 大部分比特币 ETF 的投资仍来自散户或者非申报人,但专业投资者的参与可能正在增加,这是因为专业投资者在代表客户进行配置之前,会先进行少量个人配置,他们希望在向投资者公开之前先试水。
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3.2024 年第一季度有近 1015 家机构持有约 117.2 亿美元比特币现货 ETF 。而这占比美国 BTC ETF(包括 GBTC)总市场约 23.2%,还有 76.8% 持有者身份不明(非申报者,例如资产规模低于 1 亿美元,或者散户)。很大一部分机构持有的 BTC ETF 资产仅占其资管总规模的一小部分。
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" X5 c" S \2 s1 W, H4.尽管比特币价格在 2024 年第二季度下跌 12%,但机构投资者继续买入比特币 ETF,共有 1100 家机构持有 110 亿美元(虽然持仓价值相比第一季度 117.3 亿美元下降,但实际是增持的,因为 BTC 在第二季度下跌超 12%)。机构数量相比第一季度(1015 家)增长 8.37%。2024 Q2 的 13F 机构共有 6794 家,持仓总市值超过了 48.66 万亿美元,所以将近有 1/6 的 13F 基金机构都持有现货比特币 ETF。3 K4 x/ j" H: f. I8 @9 y3 m* E
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5.截至 2024 年 10 月 8 日,各国ZF持有约 529,365 枚比特币,价值 329.68 亿美元,占总量的 2.52%。42 家上市公司持有 363,827 枚比特币,价值 226.59 亿美元, 占总供应量的 1.73%。12 家私人公司持有约 359,638 枚比特币,价值 223.98 亿美元,占总量的 1.71%。6 Y" X9 L& u3 g5 Z! G& k
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