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Fundstrat Granny Shots US Large Cap ETF Celebrates First Anniversary

On November 7, 2025, Fundstrat Capital proudly announced the first anniversary of its flagship exchange-traded fund, the Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY). This fund has witnessed remarkable growth and offers an encouraging performance to its investors, now boasting an impressive $3.65 billion in assets under management (AUM) and a year-to-date (YTD) performance increase of 30.12%, positioning it in the top 1% of Morningstar's Large Cap Blend funds.

A Year of Growth

The Granny Shots ETF launched on November 7, 2024, and achieved a swift rise, becoming recognized as one of the fastest-growing actively managed large-cap equity ETFs. Tom Lee, the Chief Investment Officer of Fundstrat Capital, expressed his satisfaction with both the ETF's performance and the notable growth in AUM. He noted, “The positive reception and consistent increase in AUM validate our investment strategy and engagement with investors.”

One key to the fund's success has been its transparent approach, which resonates well with registered investment advisors (RIAs) and family offices. Investors appreciate not only the strong performance but also the informational resources provided, such as weekly videos from Tom Lee discussing market trends and fund positions.

Over the past year, more than 48 investor update videos have been shared, offering substantial insights into market movements and portfolio transformations. These updates and general market commentary can be found at grannyshots.com.

Navigating Market Dynamics

Despite the ongoing market volatility and overall investor skepticism, GRNY has succeeded by adhering to a disciplined, research-driven investment approach. While the S&P 500 raised approximately 17.52% YTD by October 31, 2025, the Granny Shots strategy outperformed by a significant margin, boasting a 30.12% increase—surpassing the S&P 500 performance by an impressive 1,260 basis points.

Ken Xuan, Portfolio Manager at Fundstrat Capital, commented, “The past year served as a rigorous test for GRNY across various market conditions. Consistency and discipline ensured the strategy remained focused on fostering capital appreciation.”

Strong Liquidity and Fund Flows

The ETF has shown robust liquidity, with an average daily volume of 3.7 million shares over the past three months, in addition to substantial fund inflows. October 2025 alone saw $570 million in net inflows, marking it as the second-largest month to date in the fund's history. The rise in investor participation highlights the growing appeal of the Granny Shots strategy among both retail and institutional investors.

Carrie Presley, Head of Distribution at Fundstrat Capital, emphasized the milestone's importance, stating, “This anniversary is a significant marker, underscoring the sustained momentum of the Granny Shots strategy and its increasing acceptance among broader investment platforms and wirehouses.”

The Future of Granny Shots ETF

Looking ahead, the Fundstrat Granny Shots US Large Cap ETF remains focused on long-term capital appreciation. Following the proprietary Granny Shots framework, the fund analyzes a blend of macroeconomic, demographic, and business cycle trends, aligned with thematic and quantitative research. This proactive strategy aims to invest in companies that align with both immediate market cycles and long-term structural trends, targeting a portfolio typically comprising 30–50 large-cap equities.

As this ETF marks an essential milestone in its journey, Fundstrat Capital continues to exemplify commitment to transparent investment practices while striving to deliver fruitful outcomes for its investors, nestled within a strategic framework designed to endure through fluctuating market landscapes.

With ongoing dedication to research-driven strategies, the Granny Shots US Large Cap ETF sets its sights on future prospects, cementing its place in the competitive landscape of investment opportunities.