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Fundstrat Capital's GRNY ETF Surpasses $1.5 Billion in AUM, Posts 13.40% Return Since Inception

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Fundstrat Capital's Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has achieved a significant milestone by surpassing $1.5 billion in assets under management (AUM). Since its inception on November 7, 2024, the ETF has delivered a 13.40% return as of June 30, 2025.

The ETF's investment strategy combines long-term structural themes including millennial-driven demand, technological innovation, and monetary easing, along with tactical signals such as style rotation and PMI shifts. The fund provides weekly video updates to keep investors informed about portfolio decisions and market insights.

Il Granny Shots U.S. Large Cap ETF di Fundstrat Capital (NYSE: GRNY) ha raggiunto un traguardo importante superando 1,5 miliardi di dollari in asset under management (AUM). Dal suo lancio il 7 novembre 2024, l'ETF ha registrato un rendimento del 13,40% al 30 giugno 2025.

La strategia di investimento dell'ETF combina temi strutturali a lungo termine, come la domanda guidata dai millennial, l'innovazione tecnologica e l'allentamento monetario, insieme a segnali tattici quali la rotazione degli stili e i cambiamenti del PMI. Il fondo offre aggiornamenti video settimanali per mantenere gli investitori informati sulle decisioni del portafoglio e le analisi di mercato.

El ETF Granny Shots U.S. Large Cap de Fundstrat Capital (NYSE: GRNY) ha alcanzado un hito significativo al superar los 1.500 millones de dólares en activos bajo gestión (AUM). Desde su lanzamiento el 7 de noviembre de 2024, el ETF ha entregado un rendimiento del 13,40% al 30 de junio de 2025.

La estrategia de inversión del ETF combina temas estructurales a largo plazo, incluyendo la demanda impulsada por los millennials, la innovación tecnológica y la flexibilización monetaria, junto con señales tácticas como la rotación de estilos y los cambios en el PMI. El fondo ofrece actualizaciones en video semanales para mantener a los inversores informados sobre las decisiones de la cartera y las perspectivas del mercado.

Fundstrat Capital� Granny Shots 미국 대형주 ETF (NYSE: GRNY)가 운용 자산(AUM) 15� 달러� 돌파하는 중요� 이정표를 달성했습니다. 2024� 11� 7� 출시 이후, � ETF� 2025� 6� 30� 기준으로 13.40% 수익�� 기록했습니다.

� ETF� 투자 전략은 밀레니� 세대 주도 수요, 기술 혁신, 통화 완화 � 장기 구조� 테마와 스타� 회전 � PMI 변화와 같은 전술� 신호� 결합합니�. 펀드는 포트폴리� 결정 � 시장 인사이트� 대� 투자자들에게 주간 비디� 업데이트� 제공합니�.

L'ETF Granny Shots U.S. Large Cap de Fundstrat Capital (NYSE : GRNY) a franchi une étape importante en dépassant 1,5 milliard de dollars d'actifs sous gestion (AUM). Depuis son lancement le 7 novembre 2024, l'ETF affiche un rendement de 13,40% au 30 juin 2025.

La stratégie d'investissement de l'ETF combine des thèmes structurels à long terme, incluant la demande portée par les milléniaux, l'innovation technologique et l'assouplissement monétaire, ainsi que des signaux tactiques tels que la rotation des styles et les variations du PMI. Le fonds propose des mises à jour vidéo hebdomadaires pour informer les investisseurs des décisions de portefeuille et des analyses de marché.

Der Granny Shots U.S. Large Cap ETF von Fundstrat Capital (NYSE: GRNY) hat einen bedeutenden Meilenstein erreicht, indem er 1,5 Milliarden US-Dollar an verwaltetem Vermögen (AUM) überschritten hat. Seit seiner Auflegung am 7. November 2024 erzielte der ETF bis zum 30. Juni 2025 eine Rendite von 13,40%.

Die Anlagestrategie des ETFs kombiniert langfristige strukturelle Themen wie die Nachfrage der Millennials, technologische Innovationen und geldpolitische Lockerungen mit taktischen Signalen wie Stilrotation und PMI-Veränderungen. Der Fonds bietet wöchentliche Video-Updates, um Anleger über Portfolioentscheidungen und Marktanalysen auf dem Laufenden zu halten.

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  • New fund with limited operating history poses additional risk
  • Subject to equity market risks and model-dependent investment strategy
  • Operational risks from reliance on third-party services

Insights

Fundstrat's GRNY ETF reaching $1.5B AUM with 13.40% returns shows strong investor confidence and performance in its first 8 months.

The Fundstrat Granny Shots ETF (GRNY) has crossed a significant milestone by accumulating $1.5 billion in assets under management since its November 2024 launch. This rapid asset gathering demonstrates exceptional investor appetite for the fund's investment approach, particularly impressive for a new entrant in the competitive ETF marketplace.

The fund's 13.40% return over approximately 8 months represents strong performance, though investors should note the standard disclaimer that past results don't guarantee future outcomes. The ETF's investment framework merits attention, combining structural themes (millennial consumption patterns, tech innovation, monetary policy) with tactical signals like manufacturing indices and style rotation � suggesting a hybrid approach that aims to capture both secular trends and cyclical opportunities.

What's particularly notable is the fund's rapid accumulation of assets despite being a new market entrant with the inherent "new fund risk" highlighted in their disclosures. For context, reaching $1.5 billion in AUM puts this ETF well above the industry viability threshold (typically $100 million) and places it among the more successful recent ETF launches. The fund appears to have benefited from Tom Lee's market recognition as Fundstrat's CIO, along with their commitment to investor communication through weekly video updates � a strategy that has clearly resonated with their investor base.

NEW YORK, July 10, 2025 /PRNewswire/ -- Fundstrat Capital has announced that the Fundstrat Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has surpassed $1.5 billion in assets under management (AUM). Since its launch on November 7, 2024, GRNY has delivered a 13.40% return as of June 30, 2025.

"Reaching $1.5 billion in AUM is an important milestone and we appreciate the support and trust from those investing in Granny Shots ($GRNY)." said Tom Lee, CIO and Portfolio Manager at Fundstrat Capital. "Many GRNY holders told us they appreciate our , which provide the clarity regarding our decisions around holdings as well as our take on the macro and markets generally."

GRNY's investment framework blends long-term structural themes—including millennial-driven demand, technological innovation, and monetary easing—with shorter-term tactical signals such as style rotation and shifts in PMI.

For more information about the Fundstrat Granny Shots ETF, contact [email protected].

Performance data quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For the most recent month-end and standardized performance data, please visit .

Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus. Please read the prospectuses carefully before you invest.

Investing involves risk. Principal loss is possible.

The principal risks of investing in the Fund are summarized below. As with any investment, 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."

Equity Market Risk. Common stocks are generally exposed to greater risk than other types of 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.

New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.

Distributed by Foreside Fund Services, LLC. Foreside is not related to Tidal or Fundstrat.

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SOURCE Fundstrat Capital

FAQ

What is the performance of Fundstrat's GRNY ETF since its launch?

The GRNY ETF has delivered a 13.40% return from its launch on November 7, 2024, through June 30, 2025.

How much assets under management (AUM) does the GRNY ETF have?

The GRNY ETF has surpassed $1.5 billion in assets under management as of July 10, 2025.

What is the investment strategy of the Fundstrat GRNY ETF?

The ETF combines long-term structural themes (millennial-driven demand, technological innovation, monetary easing) with tactical signals such as style rotation and PMI shifts.

Who manages the Fundstrat GRNY ETF?

Tom Lee serves as the CIO and Portfolio Manager at Fundstrat Capital, overseeing the GRNY ETF.

What are the main risks of investing in the GRNY ETF?

Key risks include equity market risk, models and data risk, operational risk, and new fund risk due to limited operating history.
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