JPMorgan Leads Municipal ETF Inflows as Investors Add $712 Million

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Weekly Channel Summary

The Municipal ETF channel encompasses 139 funds from 49 issuers, with total assets under management standing at $219.2 billion. Investors continued to allocate capital to the space, adding a net $712 million over the past week. This brings year-to-date inflows to a substantial $31.6 billion, while the one-year total has reached nearly $57.5 billion.

This Week’s Performance Leaders and Laggards

Municipal bond ETF categories experienced modest declines this week, with longer-duration segments seeing the largest drops. The Municipal – Long category was the weakest performer, falling by 0.52%, though it remains the top performer over the past year with a 10.03% gain. On the other end of the spectrum, the Municipal – Short category proved most resilient, declining by only 0.09% for the week. Despite the weekly dip, all categories maintain positive returns year-to-date, led by the Municipal – High Yield group’s 2.86% gain.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Municipal – Short -0.09% 0.08% 0.35% 0.65% 1.04% 2.74%
Municipal – High Yield -0.35% 0.28% 1.22% 2.11% 2.86% 9.05%
Municipal – Intermediate -0.38% -0.07% 0.17% 0.69% 1.27% 6.57%
Municipal – Single State -0.38% -0.07% 0.30% 0.71% 1.33% 6.73%
Municipal – Long -0.52% 0.04% 0.52% 1.82% 2.38% 10.03%

Top & Bottom 5 ETFs by Weekly Performance

The X-Square Municipal Income ETF (ZTAX) delivered an extraordinary 24.76% return, making it the standout top performer for the week. Other positive results were more muted, with the Invesco Taxable Municipal Bond ETF (BAB) gaining 0.22%. On the downside, the Columbia Multi-Sector Municipal Income ETF (MUST) was the week’s laggard, posting a loss of 1.21%. It was followed by the Avantis Core Municipal Fixed Income ETF (AVMU), which declined by 0.74%.

Ticker Fund Name WTD Performance
Top Performers
ZTAX X-Square Municipal Income ETF 24.76%
BAB Invesco Taxable Municipal Bond ETF 0.22%
ZMUN F/m Ultrashort Tax-Free Municipal ETF 0.15%
GUMI Goldman Sachs Ultra Short Municipal Income ETF 0.12%
RTAI Rareview Tax Advantaged Income ETF 0.06%
Bottom Performers
MUST Columbia Multi-Sector Municipal Income ETF -1.21%
AVMU Avantis Core Municipal Fixed Income ETF -0.74%
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF -0.63%
FTMN Franklin Minnesota Municipal Income ETF -0.62%
MINN Mairs & Power Minnesota Municipal Bond ETF -0.60%

Analyzing the Weekly Flows

Municipal ETFs attracted $712 million in net new assets this week, with every category posting positive inflows. The Municipal – Intermediate category led the way, gathering $327 million from investors. This category has also been the most popular year-to-date, accumulating nearly $18.0 billion in new capital. The Municipal – Single State and Municipal – Short categories also saw significant demand, pulling in $161 million and $133 million, respectively.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Municipal – Intermediate 57 $142.83B $327M $1,991M $10,129M $17,985M $33,063M
Municipal – Single State 29 $18.24B $161M $594M $2,429M $4,118M $5,884M
Municipal – Short 25 $33.76B $133M $1,224M $2,829M $4,497M $8,995M
Municipal – High Yield 19 $17.03B $62M $422M $1,765M $2,139M $6,085M
Municipal – Long 9 $7.34B $30M $161M $600M $2,855M $3,470M

Top & Bottom 5 ETFs by 5-Day Flow

The JPMorgan Municipal ETF (JMUB) was the week’s top asset gatherer, attracting $108 million in net inflows. Another JPMorgan fund, the JPMorgan Ultra-Short Municipal Income ETF (JMST), also saw strong demand with $92 million in new assets. In contrast, the iShares Short Maturity Municipal Bond Active ETF (MEAR) experienced the largest redemption, shedding $43 million. The Vanguard Tax-Exempt Bond ETF (VTEB) followed with the second-largest outflow of the week at $20 million.

Ticker Fund Name 5-Day Flow
Inflows
JMUB JPMorgan Municipal ETF $108M
JMST JPMorgan Ultra-Short Municipal Income ETF $92M
VTEC Vanguard California Tax-Exempt Bond ETF $85M
VTES Vanguard Short-Term Tax Exempt Bond ETF $45M
VCRM Vanguard Core Tax-Exempt Bond ETF $41M
Outflows
MEAR iShares Short Maturity Municipal Bond Active ETF -$43M
VTEB Vanguard Tax-Exempt Bond ETF -$20M
BAB Invesco Taxable Municipal Bond ETF -$5M
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF -$5M
PVI Invesco Floating Rate Municipal Income ETF -$2M

Issuer League Table Update

iShares and Vanguard continue to dominate the Municipal ETF landscape, commanding 32.0% and 25.4% of the market share, respectively. However, JPMorgan was the leader in asset gathering this week, bringing in $200 million in net new capital across its fund lineup. Vanguard also had a strong week with $179 million in total inflows. X-Square registered the largest net outflow among issuers, though the total was a minimal $2 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 10 $70.06B 31.96%
Vanguard 8 $55.62B 25.37%
JPMorgan 6 $17.01B 7.76%
Capital Group 3 $11.19B 5.10%
SPDR 4 $9.70B 4.42%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
JPMorgan $200M
Vanguard $179M
Capital Group $50M
Outflows
X-Square -$2M
BNY Mellon -$0M
WisdomTree $0M

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.