Fundstrat's Granny Shots ETF Exceeds $3 Billion in AUM in Record Time, Surging Past Expectations

Fundstrat's Granny Shots ETF Achieves $3 Billion Milestone

In a remarkable achievement, Fundstrat Capital's Granny Shots U.S. Large-Cap ETF (ticker: GRNY) has successfully surpassed the impressive mark of $3 billion in assets under management (AUM). This significant milestone was reached on October 2, 2025, less than a year after its launch in November 2024. GRNY has established itself as one of the fastest-growing equity ETFs ever introduced by a new issuer, showcasing its potential to reshape investment strategies.

As reported at the market closure on October 2, 2025, the Granny Shots ETF reported a year-to-date rise of 26.54%. This performance notably exceeds the benchmark S&P 500 Total Return Index, which gained 15.30%, thereby achieving an impressive lead of 1,124 basis points. This growth is significant, particularly as it has consistently outperformed since its inception date on November 7, 2024, where the fund rose by 26.29%, compared to the benchmark’s 14.65%, marking a stellar outperformance of 1,163 basis points.

Tom Lee, the Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital, expressed satisfaction with the ETF's performance, attributing it to both the solid investment fundamentals and the team’s continuous efforts to keep investors informed through videos and newsletters. He noted, “The response to our Granny Shots ETF has been overwhelmingly positive, reflecting the articulated thematic rationale behind our investment choices.”

Ken Xuan, a Portfolio Manager at Fundstrat Capital, highlighted the rapid accumulation of assets in GRNY as a clear validation that investors are increasingly gravitating towards a multi-thematic investment approach. As Fundstrat celebrates its 11-year anniversary, the swell of interest in GRNY serves as a triumph, reinforcing the firm's commitment to providing clients with innovative financial products.

The Granny Shots ETF adopts a unique strategy wherein it targets high-quality stocks listed in the S&P 500, typically maintaining a portfolio of around 35 stocks. Fundstrat's investment philosophy rests upon identifying crucial thematic trends expected to shape the market over the next 5-10 years. The ETF's investment strategy encompasses themes such as global labor shortages, cyber and energy security, generational shifts towards millennials, and significant shifts in monetary policies.

These multifaceted themes are anchored by a research-driven framework that empowers investors to engage in a modern investment approach that reflects current market dynamics.

However, potential investors should bear in mind that investing in the fund involves risk, including the risk of principal loss and market risk. The constantly changing nature of the market and reliance on various models and data pose additional challenges to investment returns. Fundstrat cautions that investment models could prove inadequate, or operational risks could arise depending on factors such as human error and technological breakdowns.

Despite these risks, the actively managed nature of the Granny Shots ETF positions it favorably against traditional passive investment strategies, and its performance data suggests a strong footing going forward. The fund aims not only to deliver returns but also to provide insights that resonate with the underlying motivations of today’s diversified investor base.

In summary, Fundstrat Capital's Granny Shots ETF is making compelling strides in the world of ETFs, having drastically accelerated its asset accumulation in under a year while simultaneously showcasing robust performance. Investors appear to be embracing its distinctive multi-thematic investment approach, and this could signify a new trend in ETF investing. For those considering positions in GRNY, thorough research and understanding of personal financial goals should guide their decisions.

For more details about the fund's performance and objectives, prospective investors can visit the Fund’s official website and review the decision-making factors carefully.

Disclaimer: Past performance does not guarantee future results. Investing carries inherent risks, and potential investors should carefully review the fund's prospectus for comprehensive details on investment risks and objectives.