Tom Lee's Fundstrat Capital Brings Granny Shots Strategy to European Investors with GRNY UCITS Launch on London Stock Exchange, Borsa Italiana, and Deutsche Börse Xetra

Rhea-AI Summary

Fundstrat Capital launched the Fundstrat Granny Shots US Large Cap UCITS ETF (GRNY), now trading on the London Stock Exchange, Borsa Italiana, and Deutsche Börse Xetra in partnership with HANetf.

The UCITS fund mirrors the Granny Shots thematic equity strategy. Fundstrat manages over $4.8 billion AUM across the Granny Shots ETF suite, with GRNY exceeding $4.3 billion AUM since its November 2024 launch.

Positive

• UCITS version of Granny Shots strategy listed on three major European exchanges
• Granny Shots ETF suite exceeds $4.8 billion in assets under management
• Flagship GRNY ETF surpasses $4.3 billion AUM since November 2024 launch
• Partnership with HANetf provides access to established European UCITS platform

Negative

• None.

News Market Reaction – GRNI

+0.96%

+0.96% Session close to close

In the May 22 session, GRNI gained 0.96%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement extends Fundstrat’s Granny Shots strategy to European investors via a UCITS ETF, b...

Analysis

This announcement extends Fundstrat’s Granny Shots strategy to European investors via a UCITS ETF, building on more than $4.8 billion in AUM across GRNY, GRNJ, and GRNI as of May 18, 2026. Historical updates highlighted growing assets, sector tilts, and regular GRNI distributions. Investors may focus on how European demand affects overall scale, the balance of thematic exposures, and the consistency of income payouts across the ETF suite over time.

Key Figures

Granny Shots suite AUM: More than $4.8 billion GRNY AUM: More than $4.3 billion GRNJ AUM: $384 million +5 more

8 metrics

Granny Shots suite AUM More than $4.8 billion Across GRNY, GRNJ, GRNI as of May 18, 2026

GRNY AUM More than $4.3 billion Since inception, as of May 18, 2026

GRNJ AUM $384 million As of Feb 23, 2026

Portfolio additions 18 additions GRNJ February 2026 quarterly rebalance

IT sector weight 25% GRNY sector allocation after Feb 2026 rebalance

Industrials weight 20% GRNY sector allocation after Feb 2026 rebalance

GRNI distribution $0.15958 per share Monthly payout with pay date Mar 31, 2026

GRNI distribution $0.17425 per share Monthly payout with pay date Jan 30, 2026

Historical Context

5 past events · Latest: Mar 27 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Mar 27	Monthly distribution	Positive	-1.8%	Announced $0.15958 per share March income-only distribution for GRNI.
Feb 25	ETF rebalance	Neutral	+0.9%	Completed GRNJ quarterly rebalance with notable turnover and updated holdings.
Feb 23	Large-cap rebalance	Positive	-1.4%	Reported GRNY $4.1B AUM and shifted sector weights for large-cap suite.
Jan 28	Monthly distribution	Positive	+0.2%	Declared $0.17425 per share January distribution, entirely return of capital.
Jan 12	AUM growth update	Positive	+0.6%	Highlighted rapid AUM growth across GRNY, GRNJ, and GRNI with first GRNI payout.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Operational and distribution updates have generally seen modest price reactions, with occasional negative moves even on seemingly positive news.

Recent Company History

Over the last six months, Fundstrat’s Granny Shots ETF family has emphasized growth in assets and regular income distributions. GRNI reported inaugural and subsequent monthly payouts on Dec 19, 2025, Jan 30, 2026, and Mar 31, 2026, while quarterly rebalances adjusted holdings and sector weights across GRNY and GRNJ. GRNY’s AUM scaled from over $4.0B in January to $4.1B by late February. Today’s UCITS launch extends this established strategy to European venues, building on that AUM momentum.

Key Terms

ucits, etf, aum, pmi, +1 more

5 terms

ucits regulatory

"Fundstrat Granny Shots US Large Cap UCITS ETF (Ticker: GRNY) begins trading May 22, 2026"

UCITS is a European regulatory standard for pooled investment funds that sets common rules on how they are run, what they can invest in, and how they protect individual investors. Think of it like a certified recipe and passport for retail funds: it assures basic safeguards such as diversification, liquidity and clear reporting, which helps investors compare options, reduces risk of surprise practices, and makes funds easier to buy across borders.

etf financial

"Fundstrat Granny Shots US Large Cap UCITS ETF (Ticker: GRNY) begins trading May 22, 2026"

An ETF, or exchange-traded fund, is like a basket of different investments such as stocks or bonds that you can buy or sell easily on the stock market, just like a regular share. It allows people to invest in many companies at once, making it a simple way to grow savings without picking individual stocks.

View in glossary

aum financial

"Fundstrat Capital manages more than $4.8 billion in assets under management as of May 18, 2026"

Assets under management (AUM) is the total market value of investments that a financial firm or fund manages on behalf of clients. Investors watch AUM like the size of a shop: larger AUM can mean more fee revenue, greater market influence and perceived stability, while rapid changes in AUM signal growing popularity or redemptions that may affect future earnings and investment strategy.

pmi technical

"Shorter-term themes include style tilt, seasonality, and PMI recovery."

PMI stands for Purchasing Managers’ Index, a monthly survey-based measure of activity in a specific sector (usually manufacturing or services) that summarizes whether business conditions are expanding or contracting. Think of it as a quick temperature check of company activity—readings above 50 mean expansion, below 50 mean contraction—which investors use to gauge economic health, anticipate earnings trends, and adjust risk exposure before full government data arrive.

quantitative screening technical

"alongside a bottom-up quantitative screening process."

Quantitative screening is a process that uses clear numerical rules—such as revenue growth, profit margins, debt levels, or valuation ratios—to automatically filter a large list of stocks into a smaller set that meet specific criteria. It matters to investors because it turns subjective decision-making into a repeatable, fast checklist—like using a sieve to separate desired coins from sand—helping find opportunities, test strategies, and reduce emotional or biased choices.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Fundstrat Granny Shots US Large Cap UCITS ETF (Ticker: GRNY) begins trading May 22, 2026, in partnership with HANetf.

The UCITS launch builds on the success of Fundstrat's flagship ETF, the Fundstrat Granny Shots US Large Cap ETF (NYSE Arca: GRNY), one of the fastest-growing actively managed large-cap equity ETFs in U.S. history.¹

NEW YORK, May 22, 2026 /PRNewswire/ -- Fundstrat Capital today announced the launch of the Fundstrat Granny Shots US Large Cap UCITS ETF (Ticker: GRNY) which begins trading today on the London Stock Exchange, Borsa Italiana, and Deutsche Börse Xetra. Listed in partnership with HANetf, Europe's leading independent UCITS ETF platform, the fund gives European investors direct access to the same actively managed thematic strategy behind Fundstrat Capital's flagship ETF, Fundstrat Granny Shots US Large Cap (NYSE Arca: GRNY).

The launch follows strong interest from European wealth managers, allocators, and self-directed investors who have closely tracked the U.S.-listed Granny Shots ETF. Across the Granny Shots ETF suite, including: GRNY, Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE Arca: GRNJ), and the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE Arca: GRNI), Fundstrat Capital manages more than $4.8 billion in assets under management as of May 18, 2026.²

"Our flagship Granny Shots US Large Cap ETF offers investors the opportunity to own the companies most strongly linked with the 7 key themes driving S&P 500 earnings and price appreciation. Since its launch on November 2024, investors have been attracted to this sensible and powerful approach to owning the best and most important companies in the S&P 500, enabling GRNY to garner more than $4.3 billion in AUM since inception (as of May 18, 2026), said Thomas "Tom" Lee, Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital. "Our commitment is to extend the same evidence-based Granny Shots strategy to European investors, and we look forward to supporting allocators, wealth managers, and self-directed investors across Europe."

"For more than a decade, Fundstrat has built global relationships with clients through our Fundstrat research," said John Bai, Co-Founder and Managing Partner at Fundstrat. "This is something our clients have asked us for, and we are happy to be partnering with HANetf to deliver the UCITS product to investors."

The Fundstrat Granny Shots US Large Cap UCITS ETF (Ticker: GRNY) begins trading on Friday, May 22, 2026, on:

• London Stock Exchange
• Borsa Italiana
• Deutsche Börse Xetra

Full product information, prospectus, and holdings are available at hanetf.com.

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. Tom Lee is widely recognized for his market research, macro commentary, and pioneering work in thematic investing across equities and digital assets.

To learn more, visit fundstratcapital.com.

About HANetf
HANetf is Europe's largest provider of white-label UCITS ETFs and ETC/Ps, providing asset managers across the world with a full white-label operational, regulatory, distribution, and marketing solution to launch and manage UCITS ETFs and ETC/Ps. For investors, HANetf offers products geared to benefit from the themes shaping the future across asset classes including thematic equities, digital assets, defense, energy transition, and precious metals. To learn more, visit hanetf.com.

Follow Fundstrat Capital
X: @FundstratCap
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LinkedIn: Fundstrat Capital
YouTube: @FundstratCapital

Subscribe for Updates
To receive weekly market updates and commentary from Thomas "Tom" Lee and Fundstrat Capital, visit grannyshots.com/sign-up.

Media Inquiries
Carrie Presley, Head of Distribution
inquiry@fundstratcapital.com

Important Information

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. Brokerage commissions will reduce returns. When you invest in ETFs, your capital is at risk.

The Fundstrat Granny Shots US Large Cap UCITS ETF is a sub-fund of HANetf ICAV, an open-ended Irish collective asset-management vehicle authorized by the Central Bank of Ireland. Investors should read the relevant prospectus and Key Information Document (KID) before investing. Copies are available at hanetf.com.

NOT FOR DISTRIBUTION IN OR INTO THE UNITED STATES OR TO U.S. PERSONS.

The Fundstrat Granny Shots US Large Cap UCITS ETF (the "UCITS ETF") is not being offered, sold, or marketed in the United States or to U.S. persons, as defined under Regulation S of the U.S. Securities Act of 1933, as amended (the "Securities Act"). The shares of the UCITS ETF have not been and will not be registered under the Securities Act or the U.S. Investment Company Act of 1940, as amended, and may not be offered, sold, pledged, transferred, or delivered, directly or indirectly, in the United States or to, or for the account or benefit of, any U.S. person absent registration or an applicable exemption from registration requirements.

This communication is directed exclusively at persons in jurisdictions where the distribution of such information and the offering of the UCITS ETF is lawful. It is provided for informational purposes only and does not constitute, and should not be construed as, an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any securities, investment products, or investment strategies in any jurisdiction where such offer, solicitation, or recommendation would be unlawful.

The Fundstrat Granny Shots US Large Cap ETF is distributed in the US by Foreside Fund Services, LLC. Foreside does not do business outside of the US.

__________________________

¹Source: Morningstar and FactSet as of January 9, 2026; data includes all actively managed U.S. large-cap equity ETFs.
²Source: Fundstrat Capital as of May 18, 2026. Past performance and prior asset growth are not indicative of future results.

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SOURCE Fundstrat Capital

FAQ

What is the new Fundstrat Granny Shots UCITS ETF (GRNY) launched in May 2026?

The Fundstrat Granny Shots US Large Cap UCITS ETF (GRNY) is an actively managed large-cap equity fund listed in Europe. According to Fundstrat Capital, it applies the same thematic Granny Shots strategy used in its US-listed flagship GRNY ETF.

On which exchanges does the Fundstrat Granny Shots UCITS ETF (GRNY) trade?

The Fundstrat Granny Shots US Large Cap UCITS ETF (GRNY) trades on the London Stock Exchange, Borsa Italiana, and Deutsche Börse Xetra. According to Fundstrat Capital, trading in Europe begins on May 22, 2026, expanding access to its strategy.

How much assets under management does the Fundstrat Granny Shots ETF suite have?

According to Fundstrat Capital, the Granny Shots ETF suite manages more than $4.8 billion in AUM as of May 18, 2026. This includes GRNY, GRNJ, and GRNI, reflecting strong investor interest in the Granny Shots thematic approach.

How large is the flagship Fundstrat Granny Shots US Large Cap ETF (GRNY)?

The flagship Fundstrat Granny Shots US Large Cap ETF (GRNY) has accumulated more than $4.3 billion in AUM since its November 2024 launch. According to Fundstrat Capital, this growth reflects investor demand for its evidence-based thematic strategy.

What investment strategy does the Fundstrat Granny Shots UCITS ETF (GRNY) follow?

The Fundstrat Granny Shots UCITS ETF (GRNY) uses a thematic, research-driven stock selection process. According to Fundstrat Capital, it blends macro and demographic analysis with quantitative screening around long-term and short-term themes, requiring holdings to align with at least two identified themes.

Who is the portfolio manager for the Fundstrat Granny Shots strategy?

Thomas “Tom” Lee serves as Chief Investment Officer and Lead Portfolio Manager for the Granny Shots strategy. According to Fundstrat Capital, he oversees the evidence-based approach linking holdings to key themes driving S&P 500 earnings and price appreciation.