#United States #New York #ETFs #Fundstrat #Granny Shots

Fundstrat Capital's Latest ETFs: Expanding Opportunities

On August 25, 2025, Fundstrat Capital announced an exciting development in the investment world by filing a preliminary prospectus with the U.S. Securities and Exchange Commission (SEC) for two new exchange-traded funds (ETFs). These initiatives aim to diversify investment options for a variety of portfolios.

Overview of the New ETFs

The first of the two proposed ETFs is the Fundstrat Granny Shots U.S. Small- Mid-Cap ETF. This fund's primary goal is to achieve long-term capital appreciation by managing a diverse portfolio of small- and mid-cap American companies. By leveraging Fundstrat's proprietary “Granny Shots” thematic investment process, this ETF promises a carefully curated selection tailored to boost returns for investors seeking growth.

The second offering, the Fundstrat Granny Shots U.S. Large Cap Income ETF, is designed for those looking for current income alongside potential long-term growth. This fund strategically combines large-cap equity exposure with options-based strategies to produce income, making it an attractive choice for conservative investors who appreciate reliable income streams from their investments.

Previous Success and Client Demand

Tom Lee, Chief Investment Officer and Senior Portfolio Manager at Fundstrat Capital, remarked on the outstanding success of their initial ETF, the Granny Shots Large-cap ETF, which accumulated $2.3 billion in assets within just nine months of its launch. The impressive performance of this fund reflects a growing interest among investors, prompting Fundstrat to introduce additional ETFs.

“We have been asked to offer additional ETF products including making our Fundstrat SMID Granny Shots into a tax efficient ETF and also offer a Granny Shots income-oriented product,” Lee stated. This client-centric approach reinforces Fundstrat’s commitment to adapting its offerings to meet client needs and expanding opportunities within their investment strategies.

John Bai, Co-founder and Managing Partner at Fundstrat, echoed Lee's sentiments, confirming the strong demand from clients for further products that incorporate Fundstrat's extensive research and insights. “Following the launch of the Fundstrat Granny Shots U.S. Large Cap ETF (GRNY), we have received clear demand from clients for expanded opportunities to incorporate Fundstrat's research into their portfolios,” said Bai.

Accessing the Prospectus

The preliminary prospectus for these new ETFs is accessible via Fundstrat’s website (grannyshots.com/coming-soon), as well as the SEC’s EDGAR database. Interested investors should note that this filing is just the first step in the registration process and does not constitute an offer to sell or solicit an offer to buy securities at this point.

As always, prospective investors should carefully examine the fund's investment objectives, risks, charges, and expenses detailed within the prospectus before considering their investment options.

Understanding Investment Risks

Investing in these funds does involve risks that every investor should consider. Key risks include equity market risk, where common stocks generally carry greater risk than other types of securities, as well as specific vulnerabilities associated with mid-cap and small-cap investments. These can include operational risks, data reliability, and the inherent uncertainty pertaining to newer funds.

Conclusion

In summary, the launch of these two new ETFs by Fundstrat Capital not only represents an exciting new chapter for the firm but also showcases their commitment to innovative investment solutions tailored to meet the evolving needs of their clients. With an emphasis on extensive research and investor interests, Fundstrat continues to position itself as a frontrunner in the competitive financial landscape. By engaging with clients and adapting to their demands, Fundstrat seems poised for a bright future in the asset management sector.