Tom Lee’s (not the drummer) ETF, the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA: GRNY ) has taken the actively managed ETF space by storm. Less than a year in, its assets under management haveFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working ...

Group 1 - The Fundstrat Granny Shots US Large Cap ETF (GRNY) was launched in November 2024 and has achieved significant attention, with assets under management (AUM) reaching $2 billion in less than 9 months [1] - The rapid growth of GRNY's AUM is notable considering the competitive landscape of ETFs [1] - The article highlights the expertise of the analysts involved, emphasizing their background in quantitative research, financial modeling, and risk management [1] Group 2 - The analysts focus on equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, particularly in macroeconomic trends and corporate earnings [1] - The analysts aim to provide actionable ideas for investors looking to outperform the market [1]

To borrow a phrase from my favorite tennis commentator, Robbie Koenig, the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA: GRNY ) is like a mongoose on amphetamines, becoming one of the fastest- growing active ETFs The Sunday Investor has completed all the educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor. Focusing on U.S. Equity ETFs, The Sunday Investor maintains a comprehensive ETF Database that tracks ...

Group 1 - Thematic ETFs have evolved to become more nuanced in recent quarters, indicating a shift in investment strategies [1] - The Fundstrat Granny Shots US Large Cap ETF (GRNY) is highlighted as a portfolio that tracks Tom Lee's investment strategies, showcasing the growing interest in thematic investing [1] Group 2 - The article emphasizes the importance of creating engaging and educational content related to financial data, which is essential for attracting everyday investors [1] - There is a focus on analyzing various asset classes, including stocks, bonds, commodities, currencies, and crypto, to identify macro drivers that influence market conditions [1]

Core Insights - Fundstrat Granny Shots US Large Cap ETF (GRNY) has quickly gained popularity, reaching $1.5 billion in assets under management within eight months of its launch, outperforming many peers and benchmarks [2][3] - The fund has delivered a return of approximately 14% this year, placing it in the top three percent of its category, which includes nearly 1,400 funds [1] - The investment strategy focuses on stocks that align with multiple key themes, such as energy, cybersecurity, and AI, which enhances the likelihood of consistent performance [4][5] Performance Metrics - Since inception, the fund has outperformed the MSCI USA Large Cap Index by 13.7% compared to 7.8% [1] - The fund's disciplined, rules-based approach aims to provide consistent results over time, with a portfolio of about 35 S&P 500 stocks rebalanced every three months [5][6] - The fund has an expense ratio of 0.75% [7] Investment Strategy - The "granny shot" strategy refers to selecting stocks that fall under multiple investment themes, improving the chances of outperformance amid changing market conditions [4][6] - Key holdings include Robinhood, Oracle, and Advanced Micro Devices, which are selected based on their alignment with long-term trends and earnings growth [5][6] - The thematic approach is designed to resonate with investors, as it focuses on enduring story arcs that can lead to sustained outperformance [6][7]