Tom Lee's Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY) Celebrates One-Year Anniversary -- Surpasses $3.65 Billion AUM, Up 30.12% YTD, and Ranks in the Top 1% on Morningstar

Rhea-AI Summary

Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY) marked its one-year anniversary on November 7, 2025, after launching November 7, 2024. The fund surpassed $3.65 billion AUM as of October 31, 2025, and ranked in the top 1% (7 of 1,305) in Morningstar's Large Blend category for Jan 1–Oct 31, 2025.

GRNY is up 30.12% year-to-date and outperformed the S&P 500 by 1,260 basis points through October 31, 2025. The fund reported a three-month average daily volume of 3.7 million shares and $570 million in net inflows in October 2025.

Fundstrat highlighted weekly transparency via investor videos (48+ in year one) and growing distribution on major platforms and wirehouses.

Positive

• AUM surpassed $3.65 billion as of October 31, 2025
• Fund YTD performance +30.12% through October 31, 2025
• Outperformance of S&P 500 by 1,260 basis points YTD
• Three-month average daily volume of 3.7 million shares
• $570 million net inflows in October 2025

Negative

• S&P 500 still up 17.52% YTD, narrowing relative advantage in some periods
• Investor sentiment remained bearish per AAII survey, indicating potential volatility

NEW YORK, Nov. 7, 2025 /PRNewswire/ -- Fundstrat Capital today announced the one-year anniversary of its flagship exchange-traded fund, the Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY), marking a year of rapid asset growth, strong performance, and increasing investor engagement.

Since launching on November 7, 2024, GRNY has quickly become one of the fastest-growing actively managed large-cap equity ETFs, surpassing $3.65 billion in assets under management (AUM) as of October 31, 2025, and ranking in the top 1% among Morningstar's Large Cap Blend funds based on year-to-date performance.¹

"We have been pleased with both the material outperformance of Granny Shots ETF in its inaugural year and by the outstanding reception measured by the AUM growth," said Thomas "Tom" Lee, Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital. "RIAs and family offices have told us our transparent approach with the Granny Shots ETF, buying the strongest stocks tied to key thematic Supercycles, resonates - and they appreciate the weekly video and real-time updates on the stocks held by GRNY."

In GRNY's first year, Tom Lee delivered more than 48 investor update videos, providing consistent market insight and transparency into the Fund's positioning, performance, and macro outlook. All GRNY updates and commentary are available at grannyshots.com.

Over the past year, investors navigated shifting market dynamics with sentiment remaining broadly skeptical. While the S&P 500 is up 17.52% year-to-date as of October 31, 2025, the AAII Sentiment Survey has reflected persistent bearishness, making this one of the "most hated" V-shaped rallies to date. Through this period of market uncertainty, the Granny Shots strategy maintained a disciplined, research-driven approach focused on capital appreciation, with the Fund up 30.12% year-to-date and outperforming the S&P 500 by 1,260 basis points as of October 31, 2025.²

"This first year tested GRNY across a range of market conditions," said Ken Xuan, Portfolio Manager at Fundstrat Capital. "The strategy maintained consistency and discipline throughout, guided by the Granny Shots evidence-based research framework."

GRNY continues to demonstrate robust liquidity, with a three-month average daily volume of 3.7 million shares, alongside accelerating fund flows, including $570 million in net inflows during October 2025—its second-largest month to date. Growing participation from both retail and institutional investors reflects the continued adoption of the Granny Shots strategy.

 "This anniversary marks more than a milestone — it highlights the growing traction of the Granny Shots strategy," said Carrie Presley, Head of Distribution at Fundstrat Capital. "We're seeing GRNY added to major platforms and wirehouses, broadening accessibility for investors."

¹ Ranking based on total return of U.S. listed broad ETFs & mutual funds in the 'Large Blend' category as of October 31, 2025. The fund ranks 7 out of 1,305 'large blend' category of funds. Ranking provided by Morningstar, based on performance for the period from January 1, 2025 to October 31, 2025. Past performance is no guarantee of future results. Data sourced from Morningstar. Please see the ranking data for full methodology.

² 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.

About the Fund
The Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY) seeks long-term capital appreciation through an actively managed portfolio of U.S. large-cap equities. The strategy is based on Fundstrat's proprietary Granny Shots framework, which analyzes macroeconomic, demographic, and business cycle trends, supported by thematic and quantitative research, to identify companies aligned with both longer-term structural trends and shorter-term market cycles.

Shorter-term themes include style tilts, seasonality, and PMI recovery, while longer-term themes focus on millennials, global labor supply, energy and cybersecurity, and easing financial conditions.

The Fund typically holds 30–50 large-cap equities, investing in companies aligned with at least two of these key 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.

For media inquiries: inquiry@fundstratcapital.com

Follow Fundstrat Capital:
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LinkedIn: https://www.linkedin.com/company/fundstrat-capital
YouTube: https://www.youtube.com/@FundstratCapital

Basis point (bp) is one one-hundredth (1/100th) of one percentage point.

Morningstar rankings are based on a fund's average annual total return relative to all funds in the same Morningstar category. Fund performance used within the rankings, reflects certain fee waivers, without which, returns and Morningstar rankings would have been lower. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100.

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.

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 are GRNY's assets under management as of October 31, 2025?

GRNY reported $3.65 billion AUM as of October 31, 2025.

How did GRNY perform year-to-date through October 31, 2025 (NYSE: GRNY)?

The ETF was up 30.12% year-to-date through October 31, 2025.

How does GRNY's performance compare to the S&P 500 in 2025?

GRNY outperformed the S&P 500 by 1,260 basis points through October 31, 2025 (S&P 500 +17.52% YTD).

What liquidity and flows did GRNY report in October 2025?

GRNY had a three-month average daily volume of 3.7 million shares and recorded $570 million in net inflows in October 2025.

Where can investors find GRNY updates and performance data?

Investor videos and performance details are available at grannyshots.com, including standardized performance links.