The total value of assets managed by US-based spot ETFs tied to XRP has reached a new high of $1.11 billion. According to the latest data from SoSoValue, this figure means that ETF portfolios now account for 1.26% of XRP’s entire market capitalization. While holding levels in these funds have soared to record territory, the primary focus in the market remains the solid resistance at the $1.5 mark. Despite multiple attempts in recent months, XRP’s price has not managed to break past this key threshold for a sustained rally.
Asset growth fails to spark price movement
Recently, there have been combined inflows of $1.32 billion into ETFs. However, despite these impressive figures, the price of XRP has hovered in a narrow range between $1.3 and $1.5 for about 75 days, with record fund allocations failing to trigger any immediate surge. Notably, after significant inflows in November and December of 2025, XRP actually saw a 27% decline in value, underscoring the disconnect between assets under management and spot prices.
Nonetheless, with 1.26% of the circulating supply now withdrawn from exchanges and held in ETFs, a foundation is being laid for potential buying momentum ahead. Should risk appetite in the market rise and these holdings remain locked in funds, shrinking exchange supply could enable a quicker and stronger upward move for XRP.
Investors shift to fundamentals over short-term gains
During the April to May window, activity driven by ETFs added up to just $110 million, and rather than triggering short-term spikes, analysts noted the emergence of renewed underlying strength in XRP. Market observers broadly agree that recent trends have fueled mid-to-long term accumulation rather than causing price to climb in the short run.
Industry analysts point out that if billions of dollars poured into ETFs by end-2025 are not rapidly withdrawn during the first half of 2026, it signals investor expectations are shifting beyond the current narrow trading band.
A similar pattern appeared in January 2026, when the market experienced a 27% uptrend, suggesting that previous heavy ETF inflows can have a delayed impact on prices.
Key factors for future price shifts
According to market experts, a decisive move higher may only materialize if ETF inflows accelerate again to late-2025 levels or if assets under management (AUM) show a lasting decline. Otherwise, the current supply levels allocated to funds are likely to persist, maintaining pressure on the price.
Currently, 1.26% of XRP’s supply has effectively been pulled from active circulation and is being held on the sidelines until market conditions change. Data from CryptoAppsy confirms that a total of $1.11 billion worth of XRP assets are kept in ETF funds, a development that is viewed as a significant factor for the supply-demand dynamics in the market.
