Штат Висконсин сократил свой портфель акций спотовых биткоин-ETF почти на $64 млн

cryptonews.ruPublished on 2022-07-15Last updated on 2024-08-15

  • Инвестиционный совет штата Висконсин подал формуляр с данными об изменениях в портфеле во II квартале.
  • Организация полностью продала акции GBTC, докупив ценные бумаги IBIT.

Инвестиционный совет штата Висконсин (SWIB) продал все акции Grayscale Bitcoin Trust (GBTC) во II квартале 2024 года. Это следует из формы 13-F, которую организация подала в Комиссию по ценным бумагам и биржам США (SEC).

В I квартале общая стоимость портфеля акций спотовых биткоин-ETF SWIB составляла около $163 млн. В него входили такие позиции, как GBTC и iShares Bitcoin Trust (IBIT).

Эксперты положительно оценили действия организации, отметив, что это продемонстрирует потенциал сектора среди крупных контрагентов. Предполагалось, что SWIB нарастит портфель во II квартале.

Однако свежая форма 13-F указывает на обратное. Совет полностью ликвидировал портфель акций GBTC на $63,7 млн. Вместе с тем организация докупила 447 651 акцию IBIT.

Но если в I квартале оценочная стоимость этой позиции составляла $99,16 млн, то теперь она упала до $98,93 млн. Просадка, вероятно, обусловлена снижением котировок, поскольку весной активность в секторе спотовых биткоин-ETF была выше.

IBIT давно обошел GBTC по объему активов под управлением. Кроме того, у этого ETF был только один день, когда отток превысил приток — 1 мая 2024 года.

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