Tom Lee's Granny Shots ETFs Post Accelerated Growth with Flagship GRNY Surpassing $4 Billion in Assets as GRNI and GRNJ Gain Early Momentum
MWN-AI** Summary
Fundstrat Capital has announced a remarkable milestone for its flagship Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY), which has surpassed $4 billion in assets under management (AUM) just over a year since its launch. This achievement underscores GRNY’s status as one of the fastest-growing actively managed equity ETFs in the market. Tom Lee, Chief Investment Officer at Fundstrat, attributed the rapid growth to the ETF's thematic investment strategy, which aligns with investor needs and is communicated through weekly videos aimed at transparency in their investment process.
Additionally, Fundstrat launched two new ETFs within the Granny Shots family on November 18, 2025, which have shown promising early results. The Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE: GRNJ) has attracted $255 million in AUM within its first month, while the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) has garnered $53 million. The GRNI ETF combines the established large-cap strategy of GRNY with actively managed options for income generation, reflecting strong investor demand for these targeted investment exposures.
The Granny Shots investment strategy is characterized by its research-driven approach, applying both macroeconomic and specific stock selection criteria. This strategy aims to capture long-term themes such as millennial trends and cybersecurity, alongside short-term factors including seasonal patterns. Overall, Fundstrat Capital is positioning its Granny Shots ETFs as innovative products tailored to meet the evolving needs of investors, as evidenced by their impressive AUM growth and early market adoption.
MWN-AI** Analysis
Tom Lee's Fundstrat Capital has made significant strides with its Granny Shots ETFs, particularly highlighted by the flagship GRNY surpassing $4 billion in assets under management (AUM). This rapid growth underscores not only the popularity of the ETFs but also the effectiveness of Fundstrat's thematic investment strategy, which appeals to a broad base of investors seeking manageable yet high-potential investments.
Investors should consider the momentum building behind the newly launched GRNI and GRNJ ETFs. GRNI, which uses covered call strategies for generating income, introduces a level of stability that can be appealing in volatile markets, while GRNJ focuses on small- to mid-cap equities, catering to a demand for targeted growth in a recovering economy. With GRNJ already amassing $255 million in AUM shortly after launch, both funds indicate strong investor interest and the potential for further asset growth.
When evaluating investment in these ETFs, investors should assess the suitability of a thematic strategy relative to their portfolios. The Granny Shots strategy leverages macroeconomic, demographic, and business-cycle trends, aiming for a dual focus on long-term themes, such as millennials and cybersecurity, alongside short-term tactical opportunities. This comprehensive approach could lead to robust returns, especially if the trends identified by Fundstrat play out favorably.
However, potential investors should remain cognizant of inherent risks. As newer investment vehicles, the Granny Shots ETFs lack extensive performance histories and carry operational risks typical to new funds. It's vital to maintain a diversified investment strategy and to consider allocations based on individual risk tolerance and investment goals. In conclusion, while the Granny Shots ETFs show promising early momentum, continued diligence and analysis are key for prospective investors.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
NEW YORK, Jan. 12, 2026 /PRNewswire/ -- Fundstrat Capital today announced another significant milestone for its flagship Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY), which has surpassed $4 billion in assets under management (AUM). The rapid growth solidifies GRNY's position as one of the fastest-growing actively managed equity ETFs in the market.1
"In just a little over one year since launch, GRNY gathered $4 billion in assets, a reflection of how our thematic-focused and understandable investment approach resonates with investors," said Thomas "Tom" Lee, Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital. "We continue to relentlessly strive to deliver strong performance with GRNY, and we know our investors appreciate our weekly videos which make our investment process and rationale transparent."
The firm also noted strong early demand from investors for the two new additions to the Granny Shots ETF family, both of which launched on November 18, 2025.
The Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE: GRNJ) has reached $255 million in AUM in just over 30 days of trading, which highlights the Fund's position as one of the fastest-growing actively managed equity ETFs in the market.2
"GRNI has been requested by investors for quite some time, driven by demand for targeted exposure to small- and mid-cap equities, and it has quickly established itself as a complement to the large-cap strategy," said John Bai, Co-Founder & Managing Partner at Fundstrat.
The Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI), which strategically combines the core GRNY large-cap methodology with actively managed covered call and options strategies for income generation, has reached $53 million in AUM. The Fund made its inaugural monthly distribution on December 19, 2025, with a distribution amount of $0.16892 per share. Full distribution details and a historical record are now published on the Fund's website.
1 Source: Morningstar and FactSet as of January 9, 2026; data includes all active and passive managed U.S. large-cap equity ETFs.
2 Source: Morningstar and FactSet as of January 9, 2026; data includes all active and passive managed U.S. small- and mid-cap equity ETFs.
The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. View standardized performance at https://grannyshots.com/performance/. Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV) and may trade at a discount or premium to NAV. Shares are not individually redeemable from the Fund and may only be acquired or redeemed from the fund in creation units. Brokerage commissions will reduce returns. Distributions are not guaranteed.
Granny Shots Strategy
The Granny Shots stock selection strategy is Fundstrat Capital's thematic and research-driven approach to equity selection. It incorporates a top-down assessment of macroeconomic, demographic, and business-cycle trends alongside a bottom-up quantitative screening process.
The strategy uses a set of longer-term and shorter-term investment themes to guide stock selection. Longer-term themes include millennials, global labor supply, energy and cybersecurity, and easing financial conditions. Shorter-term themes include style tilt, seasonality, and PMI recovery. Companies considered for inclusion in a Granny Shots portfolio must demonstrate alignment with at least two of these themes.
About Fundstrat Capital
Fundstrat Capital is an investment management firm led by Chief Investment Officer Thomas "Tom" Lee, specializing in thematic, research-driven equity strategies. The firm applies in-depth macroeconomic, industry, and market trend analysis to develop actively managed investment solutions for a broad range of investors.
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Distribution Rate: The annual rate an investor would receive if the most recent fund distribution remained the same going forward. The Distribution Rate represents a single distribution from the Fund and is not a representation of the Fund's total return. The Distribution Rate is calculated by multiplying the most recent distribution by 12 in order to annualize it, and then dividing by the Fund's NAV.
BEFORE INVESTING, YOU SHOULD CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. THIS AND OTHER INFORMATION IS CONTAINED IN THE PROSPECTUS, WHICH CAN BE ACCESSED AT GRANNYSHOTS.COM/FUND-DOCUMENTS/ OR BY CALLING (212) 293-7132. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.
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.
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SOURCE Fundstrat Capital
FAQ**
What specific thematic and research-driven factors have contributed to the rapid growth and popularity of the Fundstrat Granny Shots US Small & Mid-Cap ETF GRNJ within its first month of trading?
How do the investment strategies of the Fundstrat Granny Shots US Large Cap ETF GRNY and the US Small- & Mid-Cap ETF GRNJ complement each other in the current market?
With the Fundstrat Granny Shots US Large Cap & Income ETF GRNI now offering a monthly distribution, how are investors reacting to this income generation strategy compared to GRNY and GRNJ?
What measures is Fundstrat Capital taking to maintain transparency and investor engagement as GRNY surpasses $4 billion in AUM, and how might this affect future fund launches like GRNJ?
**MWN-AI FAQ is based on asking OpenAI questions about Fundstrat Granny Shots US Small & Mid-Cap ETF (NYSE: GRNJ).
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