Fundstrat Granny Shots ETF Surpasses $2 Billion in AUM in Record Time

Fundstrat Granny Shots ETF Breaks the $2 Billion Barrier

In less than nine months since its launch in November 2024, the Fundstrat Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has achieved a significant milestone by surpassing $2 billion in assets under management (AUM). This remarkable achievement not only solidifies its position as one of the fastest-growing equity ETFs in history, but it also marks a substantial outperformance against the S&P 500, showing a total return of 17.88% as of July 25, 2025, which is an impressive 907 basis points ahead.

GRNY, often referred to as “Granny Shots,” is designed to invest in about 35 high-quality stocks from the S&P 500. The selection process focuses on integrating key thematic trends expected to influence the market over the next 5-10 years. Some of these themes include notable areas such as the ongoing global labor shortage, advancements in cyber and energy security, the spending habits of millennials, and shifts in monetary policy cycles. These themes are thoroughly researched to ensure that the portfolio comprises stocks that are not only strong but also align with at least two of these crucial themes.

Tom Lee, the Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital, emphasizes transparency and understandability in their investment approach. “We aim to make investing in our ETF a clear and engaging process by regularly sharing insights through weekly videos,” he stated. He noted that many investors appreciate these updates as they provide valuable insights into the decision-making process behind the ETF's management.

The ETF's success can be attributed to its disciplined, theme-focused strategy. According to Ken Xuan, Portfolio Manager at Fundstrat Capital, “Our performance stems from aligning the portfolio with significant macro trends such as demographics, technological advancements, and monetary policy, while also paying attention to short-term indicators like PMI recovery and industry rotations.” This method aims to yield sustained returns for investors, reinforcing confidence in GRNY's potential.

To further enhance investor engagement, Fundstrat offers robust support through regular updates, including weekly strategy insights, personalized email notifications, and live monthly webinars fully equipped with institutional-grade content. These resources are pivotal in empowering both investors and advisors, ensuring that they are well-informed about their investment choices while adding a layer of transparency concerning the fund's operations.

For individuals interested in learning more about the Fundstrat Granny Shots U.S. Large Cap ETF, information is available at grannyshots.com.

Investors should note that the performance data mentioned reflects historical performance and does not guarantee similar results in the future. Moreover, investment returns can fluctuate. Potential investors are advised to carefully review the Fund’s objectives, risks, and other relevant information as detailed in the prospectus before making any investment decisions.

The past performance of any investment is not indicative of future results, and an investor's principal investment can fall below its original value. Understanding the inherent risks associated with equity markets, including risks related to operational factors and market volatility, is essential for informed investing.

Fundstrat Granny Shots ETF’s exceptional growth signifies a shifting landscape in investment management, marking it as a noteworthy option for both seasoned investors and newcomers to the market.