Macquarie: Reducing holdings in Bitcoin ETF, betting on stablecoin leader Circle
By: rootdata|2026/05/22 04:45:01
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Según el informe 13F presentado por Macquarie Group Ltd a mediados de mayo, al comparar los dos periodos que finalizaron el 31 de diciembre de 2025 y el 31 de marzo de 2026, sus tenencias de IBIT disminuyeron de 5.126 millones de acciones a 4.139 millones de acciones, una reducción de aproximadamente el 19.3%, lo que corresponde a una caída en el valor de los activos de aproximadamente $255 millones a $159 millones; las tenencias de ETHA también disminuyeron de 3.634 millones de acciones a 3.289 millones de acciones, una reducción de aproximadamente el 9.5%, con la caída correspondiente en el valor de los activos de aproximadamente $81.5 millones a $52.1 millones.
Al mismo tiempo, en el sector de acciones cripto, Macquarie Group redujo su posición en Coinbase en un 19%, pero aumentó su posición en Circle en un 188% (valorada en $2.326 millones al cierre del primer trimestre), y también añadió una posición en BitMine (valorada en $4.153 millones al cierre del primer trimestre). Por el contrario, tampoco mostró aumentos agresivos en el sector de IA, manteniendo una postura general cautelosa, con posiciones en Nvidia, Palantir, AMD y otros disminuyendo significativamente, mientras que solo unas pocas acciones de semiconductores como Micron Technology registraron ligeros aumentos.
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