Muni ETFs See $850M Inflows as High Yield Leads Performance

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Weekly Channel Summary

The FI: Municipal channel includes 115 ETFs from 44 issuers, with a total AUM of $168B. The channel experienced inflows of $0.85B over the past week, bringing Year-to-Date inflows to $26.79B and 1-Year inflows to $32.57B.

This Week’s Performance Leaders and Laggards

The High Yield category led performance this week with a 0.34% return. The Short category was the only laggard, posting a -0.02% return. Year-to-date, the Intermediate category remains the top performer at 4.35%, while the Long category has the lowest YTD return at 2.54%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
High Yield 0.34% 1.30% 5.75% 5.87% 3.73% 3.74%
Long 0.25% 1.86% 7.20% 6.15% 2.54% 3.33%
Intermediate 0.24% 1.20% 4.69% 5.79% 4.35% 4.72%
Single State 0.20% 1.22% 4.85% 5.20% 2.99% 3.61%
Short -0.02% 0.02% 1.17% 2.87% 3.40% 3.75%

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF this week was the Rareview Tax Advantaged Income ETF (RTAI), which returned 0.80%. The two worst-performing ETFs were the SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) at -0.11% and the Macquarie Tax-Free USA Short Term ETF (STAX) at -0.08%.

Ticker Fund Name WTD Performance
Top Performers
RTAI Rareview Tax Advantaged Income ETF 0.80%
ZTAX X-Square Municipal Income ETF 0.71%
XMPT VanEck CEF Muni Income ETF 0.71%
NMB Simplify National Muni Bond ETF 0.55%
HTAX Macquarie National High-Yield Municipal Bond ETF 0.41%
Bottom Performers
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF -0.11%
STAX Macquarie Tax-Free USA Short Term ETF -0.08%
VTES Vanguard Short-Term Tax Exempt Bond ETF -0.08%
MMSD NYLI MacKay Muni Short Duration ETF -0.07%
SMB VanEck Short Muni ETF -0.07%

Analyzing the Weekly Flows

The channel saw net inflows of $848M this week. The Fixed Income: Municipal – Intermediate category led the way, attracting $686M in new assets; this category holds $114.1B in AUM. The Fixed Income: Municipal – Short category also saw significant inflows of $90M, while the Fixed Income: Municipal – Long category saw the smallest inflows at $5M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Fixed Income: Municipal – Intermediate 50 $114.1B $686M $2,991M $6,733M $14,219M $18,564M
Fixed Income: Municipal – Short 21 $26.4B $90M $716M $2,007M $6,274M $6,730M
Fixed Income: Municipal – High Yield 16 $13.3B $41M $403M $2,863M $3,926M $4,091M
Fixed Income: Municipal – Single State 20 $9.6B $26M $195M $595M $1,813M $2,590M
Fixed Income: Municipal – Long 8 $4.5B $5M $225M $598M $474M $598M

Top & Bottom 5 ETFs by 5-Day Flow

The iShares National Muni Bond ETF (MUB) was the top attractor of assets, pulling in $354M. On the other end, the SPDR Nuveen ICE Municipal Bond ETF (TFI) saw the largest outflows at -$115M, followed by the PIMCO Short Term Municipal Bond Active ETF (SMMU) with -$45M in outflows.

Ticker Fund Name 5-Day Flow
Inflows
MUB iShares National Muni Bond ETF $354M
VTEB Vanguard Tax-Exempt Bond ETF $182M
JMST JPMorgan Ultra-Short Municipal Income ETF $104M
CGMU Capital Group Municipal Income ETF $41M
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF $30M
Outflows
TFI SPDR Nuveen ICE Municipal Bond ETF -$115M
SMMU PIMCO Short Term Municipal Bond Active ETF -$45M
MEAR iShares Short Maturity Municipal Bond Active ETF -$13M
CGHM Capital Group Municipal High-Income ETF -$11M
PZA Invesco National AMT-Free Municipal Bond ETF -$5M

Issuer League Table Update

iShares and Vanguard continue to dominate the issuer landscape, holding 35.36% and 27.52% of the market share, respectively. This week, iShares also led in asset gathering with $377M in inflows. Among the top issuers, SPDR saw the largest outflows at -$85M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 10 $59.38B 35.36%
Vanguard 8 $46.21B 27.52%
JPMorgan 4 $9.82B 5.85%
SPDR 5 $9.58B 5.70%
Capital Group 3 $7.54B 4.49%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $377M
Vanguard $223M
JPMorgan $132M
Outflows
SPDR -$85M
PIMCO -$40M
First Trust -$8M

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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.