Tom Lee’s Fundstrat ETF surpasses $2 billion in assets

Published 29/07/2025, 15:00
Tom Lee’s Fundstrat ETF surpasses $2 billion in assets

NEW YORK - Tom Lee’s Fundstrat Granny Shots U.S. Large Cap ETF (NYSE:GRNY) has reached $2 billion in assets under management less than nine months after its November 2024 launch, according to a company press release issued Tuesday. The ETF, currently trading at $23.8 and commanding a market capitalization of $1.9 billion, sees robust daily trading volume averaging 2.2 million shares.

The actively managed ETF has posted a 17.88% total return since inception through July 25, 2025, outperforming the S&P 500 by 907 basis points year-to-date, the company reported.

GRNY typically holds approximately 35 stocks from the S&P 500, selecting companies that align with at least two of the fund’s identified long-term themes, which include global labor shortage, cyber and energy security, millennials, and monetary policy cycles.

"We want to make investing in our ETF understandable and transparent. We do this by explaining our investment process of theme-focus and selection and by communicating regularly with our weekly videos," said Thomas Lee, Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital.

The fund provides investors with weekly strategy updates, email notifications, and monthly webinars to support investment decisions.

The company noted that performance data represents past performance and does not guarantee future results, with investment values potentially fluctuating over time.

Fundstrat Capital stated that GRNY ranks among the fastest-growing actively managed large-cap equity ETFs, based on Morningstar and FactSet data, excluding ETFs converted from mutual funds or separately managed accounts. With an InvestingPro Financial Health Overall Score of 2.18 (FAIR), investors can access detailed metrics and expert analysis through the premium service.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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