Fundstrat Capital announced that the Fundstrat Granny Shots U.S. LargeCapETF (NYSE: GRNY)hassurpassed$1billioninassetsunder management(AUM) as of May 12, 2025 marking a significant milestone achieved just six months after its launch on November 7, 2024.
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Tom Lee's Fundstrat Granny Shots ETF tops $1B in AUM
“We are grateful to our ETF holders for enabling us to reach this $1 billion milestone so quickly. We have heard from many they really appreciate our weekly video updates on GRNY as this helps them understand what we are doing in our investment portfolio-and it was especially valuable during this year's tariff-turbulent volatile market environment,” said Tom Lee, CIO and LeadPortfolioManageratFundstratCapital.”Hittingthe$1billion milestonereinforceswhatwe continue to hear: investors want research-centric strategies in an accessible ETF wrapper, backed by transparent, ongoing communication.”
GRNY'srapidgrowthcomes amidheighteneddemand foractivelymanaged ETFsthatoffer bothtransparencyandapointofview.Thefund'sequal-weightedconstructionandthematic investment strategy are designed to reduce concentration risk and provide exposure to companies positioned to benefit from macro tailwinds.
“Reaching $1 billion in assets is an important milestone, but it's only the beginning,” said Ken Xuan, Co-Portfolio Manager of GRNY. “Our focus remains on identifying high-quality opportunitiesandpositioningthefundforsustainablegrowth, aswecontinuetoleverage both market expertise and innovative strategies to benefit our investors.”
“We'reincrediblygratefultoourplatform partnersandthemanyadvisors whohaveembraced GRNY,” said Carrie Presley, ETF Product Specialist at Fundstrat Capital. “Their support has been instrumental in helping us reach this milestone-and we're just getting started.”
Thismilestoneunderscoresthebroadsupport frominvestorsforGRNY'sdistinctivestrategy- anchored in Fundstrat's thematic, evidence-based approach to navigating today's dynamic market environment.
FormoreinformationontheFundstratGrannyShotsETF,visitgrannyshots.comorcontact inquiry@fundstratcapital.com.
Beforeinvesting youshouldcarefully considertheFund'sinvestmentobjectives,risks, chargesandexpenses.Thisandother informationisintheprospectus.Pleasereadthe prospectuses carefully before you invest.
Investinginvolves risk.Principallossispossible.
Theprincipal risksofinvesting intheFundaresummarizedbelow.Aswithanyinvestment,there is a risk that you could lose all or a portion of your investment in the Fund. Some or all of these risks may adversely affect the Fund's net asset value per share (“NAV”), trading price, yield, total 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 About the Fund-Principal Risks of Investing in the Fund.”
EquityMarket Risk.Commonstocks aregenerallyexposed togreaterriskthanother typesof securities, such as preferred stock and debt obligations, because common stockholders generally have inferior rights to receive payment from specific issuers.
Models and Data Risk. The composition of the Fund's portfolio is heavily dependent on investment models developed by the Sub-Adviser as well as information and data supplied by third parties (“Models and Data”). When Models and Data prove to be incorrect or incomplete, any decisions made in reliance thereon may lead to the inclusion or exclusion of securities from the Fund's portfolio that would have been excluded or included had the Models and Data been correct and complete.
Operational Risk. The Fund is subject to risks arising from various operational factors, including, but not limited to, human error, processing and communication errors of the Fund's service providers, counter parties or other third-parties, failed or inadequate processes and technology or systems failures. The Fund relies on third-parties for a range of services, including custody.
NewFundRisk.The Fundisarecentlyorganizedmanagementinvestmentcompany withno operating history.As a result, prospective investors do not have a track record or history on which to base their investment decisions.
DistributedbyForesideFundServices,LLC.Foresideisnotrelated toTidalorFundstrat.
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SOURCE Fundstrat Capital
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