Intermediate Munis Shine: Analyzing the $1.1B Weekly Flow Surge

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Weekly Channel Summary

The Municipal ETF channel closed the week with a total Assets Under Management (AUM) of $194B, representing 137 ETFs managed by 48 unique brands. The segment continues to show robust momentum, attracting $1.66B in net new assets over the past 5 days. This activity brings the Year-to-Date (YTD) flow total to $5.65B, contributing to a significant 1-year flow total of $42.31B.

This Week’s Performance Leaders and Laggards

Municipal performance was positive across the board this week, with credit-sensitive segments leading the charge. The High Yield category was the top performer with a 0.30% return, maintaining its strong YTD position of 0.80%. Conversely, the Short category was the relative laggard this week, returning 0.11%, though it remains up 0.54% YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
High Yield 0.30% 0.97% 1.12% 6.63% 0.80% 4.34%
Intermediate 0.20% 0.78% 1.08% 5.58% 0.74% 4.86%
Long 0.20% 0.49% 0.47% 7.21% 0.46% 3.00%
Single State 0.17% 0.63% 0.86% 5.51% 0.57% 3.90%
Short 0.11% 0.58% 1.07% 2.15% 0.54% 4.08%

Top & Bottom 5 ETFs by Weekly Performance

Leading the pack this week was the RTAI (Rareview Tax Advantaged Income ETF) with a gain of 1.22%. On the other end of the spectrum, the NMB (Simplify National Muni Bond ETF) struggled with a loss of -0.08%, followed by the PVI (Invesco Floating Rate Municipal Income ETF), which finished marginally higher at 0.02%.

Ticker Fund Name WTD Performance
Top Performers
RTAI Rareview Tax Advantaged Income ETF 1.22%
XMPT VanEck CEF Muni Income ETF 1.06%
WTMY WisdomTree High Income Laddered Municipal Fund 0.34%
ZTAX X-Square Municipal Income ETF 0.32%
OVM Overlay Shares Municipal Bond ETF 0.29%
Bottom Performers
NMB Simplify National Muni Bond ETF -0.08%
PVI Invesco Floating Rate Municipal Income ETF 0.02%
RMCA Rockefeller California Municipal Bond ETF 0.02%
AMUN Abrdn Ultra Short Muncipal Income Active ETF 0.04%
GUMI Goldman Sachs Ultra Short Municipal Income ETF 0.04%

Analyzing the Weekly Flows

The Municipal ETF channel saw massive demand this week, netting $1.66B in flows. The Intermediate category was the primary beneficiary, absorbing $1,180M in new capital, bringing its total AUM to a staggering $130.2B. The Short category also saw significant interest with $229M in weekly inflows. Despite broad positivity, the “Non-Traditional” segments saw negligible activity, with no major outflows reported at the category level.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Municipal – Intermediate 56 $130.2B $1,180M $4,277M $8,843M $4,067M $24,731M
Municipal – Short 25 $29.8B $229M $391M $2,592M $357M $8,540M
Municipal – Single State 28 $14.4B $105M $556M $1,412M $532M $3,057M
Municipal – High Yield 18 $15.5B $88M $652M $1,614M $639M $5,369M
Municipal – Long 9 $4.5B $55M $64M $32M $56M $607M

Top & Bottom 5 ETFs by 5-Day Flow

The MUB (iShares National Muni Bond ETF) led all inflows this week with a massive $516M intake. On the flip side, the PWZ (Invesco California AMT-Free Municipal Bond ETF) saw the largest redemption at -$16M, followed by the CGSM (Capital Group Short Duration Municipal Income ETF), which lost -$6M.

Ticker Fund Name 5-Day Flow
Inflows
MUB iShares National Muni Bond ETF $516M
VTEB Vanguard Tax-Exempt Bond ETF $311M
JMST JPMorgan Ultra-Short Municipal Income ETF $92M
FLMI Franklin Dynamic Municipal Bond ETF $70M
SUB iShares Short-Term National Muni Bond ETF $70M
Outflows
PWZ Invesco California AMT-Free Municipal Bond ETF -$16M
CGSM Capital Group Short Duration Municipal Income ETF -$6M
BKMI BNY Mellon Municipal Intermediate ETF -$4M
XMPT VanEck CEF Muni Income ETF -$3M
BKMS BNY Mellon Municipal Short Duration ETF -$3M

Issuer League Table Update

iShares and Vanguard continue to dominate the municipal landscape, commanding 32.54% and 25.89% of the market share, respectively. iShares was the flow leader this week, gathering $706M, while Vanguard followed closely with $463M. Among the top issuers, BNY Mellon saw the largest pullbacks, with -$6M in weekly flows.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 10 $63.27B 32.54%
Vanguard 8 $50.35B 25.89%
JPMorgan 4 $13.56B 6.97%
SPDR 5 $9.58B 4.92%
Capital Group 3 $8.66B 4.45%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $706M
Vanguard $463M
JPMorgan $112M
Outflows
BNY Mellon -$6M
VanEck -$3M
X-Square -$1M

For a deeper dive into these trends, access our FREE, in-depth Municipal ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.