High Yield Leads Muni Performance While Intermediate Funds Pull in $1.4B

Share

Weekly Channel Summary

The Municipal Fixed Income ETF channel currently tracks 136 ETFs across 47 issuers, representing a total of $215 billion in Assets Under Management. Over the past week, the channel gathered $2.27 billion in net flows, bringing Year-to-Date flows to $26.95 billion and 1-Year flows to $54.39 billion.

This Week’s Performance Leaders and Laggards

High Yield led category performance this week with a 0.45% Week-to-Date (WTD) return, pushing its Year-to-Date (YTD) gain to 3.11%. The Short duration category lagged, posting a modest 0.10% WTD return and sitting at 1.22% YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
High Yield 0.45% 2.18% 1.87% 3.40% 3.11% 8.23%
Long 0.41% 1.99% 1.53% 2.74% 2.50% 8.64%
Single State 0.31% 1.50% 1.13% 2.19% 1.97% 6.68%
Intermediate 0.30% 1.45% 0.99% 2.07% 1.85% 6.77%
Short 0.10% 0.59% 0.44% 1.38% 1.22% 3.53%

Top & Bottom 5 ETFs by Weekly Performance

The Amplify Municipal CEF High Income ETF (YYYM) was the strongest performer, returning 0.78% WTD. Conversely, the First Trust Ultra Short Duration Municipal ETF (FUMB) and Goldman Sachs Ultra Short Municipal Income ETF (GUMI) were among the weakest, both returning 0.04% alongside several peers.

Ticker Fund Name WTD Performance
Top Performers
YYYM Amplify Municipal CEF High Income ETF 0.78%
XMPT VanEck CEF Muni Income ETF 0.77%
PZT Invesco New York AMT-Free Municipal Bond ETF 0.58%
HIMU iShares High Yield Muni Active ETF 0.58%
HTAX Nomura National High-Yield Municipal Bond ETF 0.57%
Bottom Performers
FUMB First Trust Ultra Short Duration Municipal ETF 0.04%
GUMI Goldman Sachs Ultra Short Municipal Income ETF 0.04%
JMST JPMorgan Ultra-Short Municipal Income ETF 0.04%
PVI Invesco Floating Rate Municipal Income ETF 0.04%
BKMS BNY Mellon Municipal Short Duration ETF 0.07%

Analyzing the Weekly Flows

The Municipal channel witnessed solid creation activity, taking in roughly $1.69 billion in 5-day net flows based on primary duration categories. The Intermediate duration segment captured the bulk of this interest with $1.4 billion in weekly inflows, pushing its total AUM to $172.3 billion. Short duration funds also saw healthy interest, gathering $253 million. No major duration category suffered net outflows for the week.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Intermediate 97 $172.3B $1,401M $5,472M $12,169M $19,825M $41,237M
Short 27 $34.0B $253M $1,253M $2,352M $3,824M $9,151M
Long 10 $8.3B $36M $198M $766M $2,722M $3,423M

Top & Bottom 5 ETFs by 5-Day Flow

The Vanguard Tax-Exempt Bond ETF (VTEB) paced the channel with $420 million in new assets over the past five days. On the other end, the Invesco Taxable Municipal Bond ETF (BAB) and First Trust Managed Municipal ETF (FMB) saw the largest redemptions, shedding $13 million and $10 million, respectively.

Ticker Fund Name 5-Day Flow
Inflows
VTEB Vanguard Tax-Exempt Bond ETF $420M
MUB iShares National Muni Bond ETF $203M
JMUB JPMorgan Municipal ETF $116M
FLMI Franklin Dynamic Municipal Bond ETF $70M
HYD VanEck High Yield Muni ETF $69M
Outflows
BAB Invesco Taxable Municipal Bond ETF -$13M
FMB First Trust Managed Municipal ETF -$10M
BKMI BNY Mellon Municipal Intermediate ETF -$4M
AMUN Abrdn Ultra Short Muncipal Income Active ETF -$1M

Issuer League Table Update

iShares and Vanguard continue to dominate the Municipal ETF landscape, holding 32.28% and 25.38% of the market share, respectively. JPMorgan led the pack in weekly flow generation, pulling in $732 million, while BNY Mellon faced minor headwinds, shedding $4 million in outflows.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 10 $69.56B 32.28%
Vanguard 8 $54.70B 25.38%
JPMorgan 6 $16.19B 7.51%
Capital Group 3 $10.59B 4.91%
SPDR 4 $9.58B 4.45%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
JPMorgan $732M
Vanguard $575M
iShares $327M
Outflows
BNY Mellon -$4M
aberdeen -$1M
Allspring $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.