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Tom Lee's Fundstrat Capital Files Preliminary Prospectus for Two New ETFs
Prnewswire· 2025-08-25 11:30
NEW YORK, Aug. 25, 2025 /PRNewswire/ -- Fundstrat Capital announced that it has filed a preliminary prospectus with the U.S. Securities and Exchange Commission ("SEC") for two new exchange-traded funds (ETFs): Fundstrat Granny Shots U.S. Small- & Mid-Cap ETF – Seeks long-term capital appreciation through an actively managed portfolio of U.S. small- and mid-capitalization equities selected using Fundstrat's proprietary "Granny Shots" thematic investment process. Fundstrat Granny Shots U.S. Large Cap & Income ...
Fundstrat Capital's GRNY ETF Surpasses $1.5 Billion in AUM, Posts 13.40% Return Since Inception
Prnewswire· 2025-07-10 18:40
Core Insights - Fundstrat Capital's Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has achieved over $1.5 billion in assets under management (AUM) since its launch on November 7, 2024, with a return of 13.40% as of June 30, 2025 [1][2] Company Overview - The milestone of reaching $1.5 billion in AUM reflects strong investor support and trust in the GRNY ETF [2] - Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, highlighted the appreciation from GRNY holders for the weekly videos that clarify investment decisions and macroeconomic insights [2] Investment Strategy - GRNY's investment framework combines long-term structural themes such as millennial-driven demand, technological innovation, and monetary easing with short-term tactical signals like style rotation and shifts in PMI [2]