Tom Lee's Fundstrat Granny Shots ETF (NYSE: GRNY) Surpasses $2 Billion in AUM Less Than 9 Months After Launch -- Outperforming the S&P 500 by 907 Basis Points and Ranking Among the Fastest-Growing Equity ETFs in History
Prnewswire·2025-07-29 13:25

Core Insights - Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) has surpassed $2 billion in assets under management (AUM) within 9 months of its launch, making it one of the fastest-growing active ETFs in the U.S. equity market [1] - GRNY has achieved a total return of 17.88% since inception, outperforming the S&P 500 by 907 basis points year-to-date as of July 25, 2025 [1] Investment Strategy - GRNY aims to invest in approximately 35 high-quality stocks from the S&P 500, focusing on thematic arcs expected to be significant over the next 5-10 years, including global labor shortages, cyber and energy security, and monetary policy cycles [2] - The investment process is theme-focused, selecting stocks that align with at least two of the identified themes, supported by Fundstrat's research-driven framework [2] Communication and Transparency - The company emphasizes transparency in its investment process, providing regular updates through weekly videos and consistent email notifications to investors [3] - Monthly live webinars are conducted to equip investors and advisors with institutional-quality content, enhancing the understanding of investment decisions [3]