#USA #New York #Granny Shots ETF #Tom Lee #Fundstrat Capital

Fundstrat's Granny Shots US Large Cap ETF Celebrates One Year

On November 7, 2025, Fundstrat Capital proudly celebrated the one-year anniversary of its flagship investment vehicle, the Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY). Launched just a year ago, this exchange-traded fund has experienced remarkable asset growth, attracting keen interest from investors. As of October 31, 2025, GRNY surpassed $3.65 billion in assets under management (AUM), showcasing a striking 30.12% year-to-date return.

Performance Highlights

The growth of GRNY has positioned it as one of the fastest-growing actively managed large-cap equity ETFs in the market. Tom Lee, the Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital, shared his satisfaction with the fund's performance, stating that both its outperformance and ongoing increases in AUM reflect its strong reception among investors. Lee noted that the fund's transparency and research-driven strategy have resonated well with registered investment advisors (RIAs) and family offices.

Investor engagement has been a cornerstone of GRNY's success. Over its inaugural year, Lee delivered more than 48 investor update videos, offering insights into market conditions, performance metrics, and macroeconomic trends. All updates are accessible on the fund's website, grannyshots.com.

Navigating Market Challenges

The past year has been challenging for many investors, marked by shifting market dynamics and widespread skepticism. As of October 31, 2025, the S&P 500 index was up 17.52% year-to-date, but investor sentiment remained cautious, as reflected by the American Association of Individual Investors (AAII) Sentiment Survey. In this climate, the Granny Shots strategy maintained a disciplined approach focused on capital appreciation, outperforming the S&P 500 by an impressive 1,260 basis points.

Ken Xuan, Portfolio Manager at Fundstrat Capital, commented on the fund's ability to navigate various market conditions, emphasizing the consistency and discipline of their strategy. The adoption of their evidence-based research framework has further solidified GRNY’s place in the investment community.

Continual Growth and Investment Appeal

In terms of liquidity, GRNY has demonstrated robust performance, exhibiting a three-month average daily volume of 3.7 million shares. Notably, the fund experienced $570 million in net inflows during October 2025, marking its second-largest inflow month to date. This growing interest reflects both retail and institutional investment validation of the Granny Shots strategy.

Carrie Presley, Head of Distribution at Fundstrat Capital, remarked on the significance of this anniversary, pointing out that it not only marks a pivotal milestone but also underscores the expanding traction of the strategy with investors. As GRNY continues to be included on major platforms and wirehouses, its accessibility is being enhanced for even more investors.

Insights Into the Fund

The Fundstrat Granny Shots US Large Cap ETF actively seeks long-term capital appreciation through a curated portfolio of U.S. large-cap equities. The investment strategy draws on Fundstrat's proprietary Granny Shots framework, which integrates macroeconomic, demographic, and business cycle analysis, supported by thematic and quantitative research.

Focusing on a selection of 30-50 large-cap equities, the fund invests in companies aligned with significant themes, including millennials’ economic behavior, global labor trends, cybersecurity, and shifts in energy resources. This strategy capitalizes on patterns like seasonality and market recovery, effectively bridging long-term trends with immediate market structures.

As this innovative ETF celebrates its first-year anniversary, it reflects not just strong financial metrics but also a commitment to transparency and rigorous research. This focus is paving the way for a promising future in the dynamic landscape of equity investments.

Final Thoughts

The first-year performance of the Fundstrat Granny Shots US Large Cap ETF has set a standard in the industry, showcasing resilience amidst market fluctuations. Investors are encouraged to closely monitor the fund's journey as it continues to evolve and adapt to the changing investment landscape. The success achieved thus far is just the beginning for GRNY and its strategic focus on capital appreciation and thematic investing.