{"id":892443,"date":"2025-10-06T05:33:40","date_gmt":"2025-10-06T09:33:40","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/"},"modified":"2025-10-06T05:33:40","modified_gmt":"2025-10-06T09:33:40","slug":"tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/","title":{"rendered":"Tom Lee’s Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date"},"content":{"rendered":"
\n

PR Newswire<\/p>\n<\/p><\/div>\n

\n

\n
\n NEW YORK<\/span>
\n <\/span>, Oct. 6, 2025<\/span><\/span> \/PRNewswire\/ — Fundstrat Capital’s Granny Shots U.S. Large-Cap ETF (NYSE: GRNY) has surpassed $3 billion<\/span> in assets under management (AUM), topping this milestone on Oct. 2, 2025<\/span>, less than a year after its November 2024<\/span> inception. With this accomplishment, GRNY extends its status as one of the fastest growing ETFs in history from a new issuer.1<\/sup><\/p>\n

\n

\n
\n \"Fundstrat
\n <\/a>\n <\/p>\n<\/p><\/div>\n

As of market close on Oct. 2, 2025<\/span>, Fundstrat’s actively managed ETF was up 26.54%\u00a0year-to-date, compared with a 15.30% gain in the benchmark S&P 500 Total Return Index \u2014 an\u00a0outperformance of 1,124 basis points. Since its inception on Nov. 7, 2024<\/span>, the Fund has gained 26.29% versus 14.65% for the benchmark, outperforming by 1,163 basis points.2<\/sup><\/p>\n

“We have received an overwhelmingly positive response to our Granny Shots ETF, reflecting both the solid performance of the Fund and the understandable thematic-focused rationale, and the continuous communication our team provides via our videos and newsletters,” said Thomas “Tom” Lee, Chief Investment Officer & Lead Portfolio Manager at Fundstrat Capital.\u00a0 “The\u00a0success of this ETF is a team effort.”\u00a0<\/p>\n

It’s a particularly gratifying moment for\u00a0Fundstrat Capital Portfolio Manager Ken Xuan<\/span>, who said,\u00a0“The speed with which GRNY has accumulated assets is just another validation for us that\u00a0investors care about a multi-thematic investment approach.”<\/p>\n

\n John Bai<\/span>, Co-founder and Managing Partner at Fundstrat, summed up the firm’s reaction: “It’s\u00a0thrilling to see the success of GRNY, especially as we celebrate Fundstrat’s 11-year anniversary.\u00a0We always want to provide clients with a product that reflects our core beliefs, and Granny\u00a0Shots embodies that mission. We’re grateful that investors are engaging with our research and\u00a0our approach to navigating this market environment.”<\/p>\n

GRNY (“Granny Shots”) seeks to own the highest-quality stocks in the S&P 500\u2014typically around 35 names\u2014by identifying the most important thematic arcs over the next 5-10 years and then buys the strongest and highest quality stocks anchored to at least 2 of those themes. These multiple key themes include global labor shortage, cyber and energy security, millennials, monetary policy cycles and are anchored by Fundstrat’s research-driven framework.<\/p>\n

\u00b9\u00a0Morningstar and FactSet data as of Oct. 2, 2025<\/span>. Excluding ETFs converted from mutual funds\u00a0or separately managed accounts, the comparison includes U.S.-listed, actively managed\u00a0large-cap equity ETFs launched since November 18,1991<\/span>.<\/p>\n

\u00b2 The performance data quoted represents past performance and is no guarantee of future <\/i>results. Investment return and principal value of an investment will fluctuate so that an investor’s <\/i>shares, when redeemed, may be worth more or less than their original cost. Current <\/i>performance may be lower or higher than the performance data quoted. For the most recent <\/i>month-end performance, visit the Fund’s website at <\/i>grannyshots.com\/performance\/<\/i>.<\/i><\/p>\n

\n The Fund’s investment objectives, risks, charges and expenses must be considered <\/b>
\n carefully before investing. This and other important information is contained in the <\/b>
\n prospectus, which may be obtained by following this link <\/b>
\n grannyshots.com\/fund-documents\/<\/b>
\n or by calling +1 212-293-7132. Please read the <\/b>
\n prospectus carefully before investing.<\/b>\n <\/p>\n

Investing involves risk. Principal loss is possible.<\/p>\n

The principal risks of investing in the Fund are summarized below. As with any investment, there\u00a0is a risk that you could lose all or a portion of your investment in the Fund. Some or all of these\u00a0risks may adversely affect the Fund’s net asset value per share (“NAV”), trading price, yield,\u00a0total return, and\/or ability to meet its investment objective. For more information about the risks of investing in the Fund, see the section in the Fund’s Prospectus titled “Additional Information\u00a0About the Fund-Principal Risks of Investing in the Fund.”<\/p>\n

\n Equity Market Risk. <\/b>Common stocks are generally exposed to greater risk than other types of\u00a0securities, such as preferred stock and debt obligations, because common stockholders\u00a0generally have inferior rights to receive payment from specific issuers.<\/p>\n

\n Models and Data Risk. <\/b>The composition of the Fund’s portfolio is heavily dependent on\u00a0investment models developed by the Sub-Adviser as well as information and data supplied by\u00a0third parties (“Models and Data”). When Models and Data prove to be incorrect or incomplete,\u00a0any decisions made in reliance thereon may lead to the inclusion or exclusion of securities from\u00a0the Fund’s portfolio that would have been excluded or included had the Models and Data been\u00a0correct and complete.<\/p>\n

\n Operational Risk. <\/b>The Fund is subject to risks arising from various operational factors,\u00a0including, but not limited to, human error, processing and communication errors of the Fund’s\u00a0service providers, counter parties or other third-parties, failed or inadequate processes and\u00a0technology or systems failures. The Fund relies on third-parties for a range of services, including\u00a0custody.<\/p>\n

\n New Fund Risk.\u00a0<\/b>The Fund is a recently organized management investment company with no\u00a0operating history. As a result, prospective investors do not have a track record or history on\u00a0which to base their investment decisions.<\/p>\n

Distributed by Foreside Fund Services, LLC. Foreside is not related to Tidal or Fundstrat.<\/p>\n

For media inquiries, contact inquiry@fundstratcapital.com<\/a>.<\/p>\n

Follow\u00a0Fundstrat Capital on socials:
X: https:\/\/x.com\/FundstratCap<\/a>
LinkedIn: https:\/\/www.linkedin.com\/company\/fundstrat-capital<\/a>
YouTube: https:\/\/www.youtube.com\/@FundstratCapital<\/a><\/p>\n

\n \"Cision\" View original content to download multimedia:https:\/\/www.prnewswire.com\/news-releases\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1-124-basis-points-year-to-date-302575449.html<\/a><\/p>\n

SOURCE Fundstrat Capital<\/p>\n<\/p><\/div>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

PR Newswire NEW YORK , Oct. 6, 2025 \/PRNewswire\/ — Fundstrat Capital’s Granny Shots U.S. Large-Cap ETF (NYSE: GRNY) has surpassed $3 billion in assets under management (AUM), topping this milestone on Oct. 2, 2025, less than a year after its November 2024 inception. With this accomplishment, GRNY extends its status as one of the fastest growing ETFs in history from a new issuer.1 As of market close on Oct. 2, 2025, Fundstrat’s actively managed ETF was up 26.54%\u00a0year-to-date, compared with a 15.30% gain in the benchmark S&P 500 Total Return Index \u2014 an\u00a0outperformance of 1,124 basis points. Since its inception on Nov. 7, 2024, the Fund has gained 26.29% versus 14.65% for the benchmark, outperforming by 1,163 basis points.2 … <\/p>\n

Continue reading “Tom Lee’s Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-892443","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nTom Lee's Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tom Lee's Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"PR Newswire NEW YORK , Oct. 6, 2025 \/PRNewswire\/ — Fundstrat Capital’s Granny Shots U.S. Large-Cap ETF (NYSE: GRNY) has surpassed $3 billion in assets under management (AUM), topping this milestone on Oct. 2, 2025, less than a year after its November 2024 inception. With this accomplishment, GRNY extends its status as one of the fastest growing ETFs in history from a new issuer.1 As of market close on Oct. 2, 2025, Fundstrat’s actively managed ETF was up 26.54%\u00a0year-to-date, compared with a 15.30% gain in the benchmark S&P 500 Total Return Index \u2014 an\u00a0outperformance of 1,124 basis points. Since its inception on Nov. 7, 2024, the Fund has gained 26.29% versus 14.65% for the benchmark, outperforming by 1,163 basis points.2 … Continue reading "Tom Lee’s Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date"\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-06T09:33:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mma.prnewswire.com\/media\/2549573\/Fundstrat_Capital_Logo.jpg\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Tom Lee’s Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date\",\"datePublished\":\"2025-10-06T09:33:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\\\/\"},\"wordCount\":877,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/mma.prnewswire.com\\\/media\\\/2549573\\\/Fundstrat_Capital_Logo.jpg\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\\\/\",\"name\":\"Tom Lee's Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date - 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With this accomplishment, GRNY extends its status as one of the fastest growing ETFs in history from a new issuer.1 As of market close on Oct. 2, 2025, Fundstrat’s actively managed ETF was up 26.54%\u00a0year-to-date, compared with a 15.30% gain in the benchmark S&P 500 Total Return Index \u2014 an\u00a0outperformance of 1,124 basis points. Since its inception on Nov. 7, 2024, the Fund has gained 26.29% versus 14.65% for the benchmark, outperforming by 1,163 basis points.2 … Continue reading \"Tom Lee’s Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/","og_site_name":"Market Newsdesk","article_published_time":"2025-10-06T09:33:40+00:00","og_image":[{"url":"https:\/\/mma.prnewswire.com\/media\/2549573\/Fundstrat_Capital_Logo.jpg","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Tom Lee’s Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date","datePublished":"2025-10-06T09:33:40+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/"},"wordCount":877,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/#primaryimage"},"thumbnailUrl":"https:\/\/mma.prnewswire.com\/media\/2549573\/Fundstrat_Capital_Logo.jpg","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-granny-shots-etf-surpasses-3-billion-aum-one-of-the-fastest-growing-equity-etfs-up-26-54-and-outperforming-the-sp-500-by-1124-basis-points-year-to-date\/","name":"Tom Lee's Fundstrat Granny Shots ETF Surpasses $3 Billion AUM, One of the Fastest-Growing Equity ETFs, Up 26.54% and Outperforming the S&P 500 by 1,124 Basis Points Year-to-Date - 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