Tom Lee's Fundstrat Capital Submits Initial Prospectus for Two New ETFs
New ETFs Announcement: Fundstrat Capital has filed a preliminary prospectus with the SEC for two new exchange-traded funds (ETFs): the Granny Shots U.S. Small- & Mid-Cap ETF and the Granny Shots U.S. Large Cap & Income ETF.
Investment Objectives: The Small- & Mid-Cap ETF aims for long-term capital appreciation through an actively managed portfolio, while the Large Cap & Income ETF focuses on providing current income alongside potential long-term growth.
Successful Launch: The first ETF, the Granny Shots Large-cap ETF, has seen significant success, amassing $2.3 billion in assets within just nine months, prompting demand for additional products.
Risks and Considerations: Investors are advised to carefully consider the risks associated with these funds, including market volatility, operational risks, and the lack of historical performance data for the new funds.
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Robinhood Chain Testnet Achieves 4 Million Transactions in First Week – CEO Declares ‘On-Chain is the Future of Finance’
Test Phase Launch: Developers can access testnet-only assets, including 'Stock Tokens' tied to major companies like Tesla and Amazon, during the initial launch phase of the Robinhood Chain, which processed four million transactions in its first week.
Market Sentiment: Despite a higher overnight trade for HOOD's stock, retail sentiment has turned bearish, indicating a decline in confidence among investors over the past day.
Real-World Asset Interest: There is a growing interest in tokenized real-world assets (RWAs), with firms like Grayscale Investments highlighting it as a primary sector to watch in 2026, as total value locked in decentralized finance platforms approaches $96.5 billion.
Investment Commitment: Robinhood has committed $1 million to the 2026 Arbitrum Open House program, integrating with various infrastructure providers to enhance its network capabilities.
Nancy Pelosi and Tom Lee Unite on 11 Stock Selections: A Few May Surprise You
Nancy Pelosi's Stock Trading: Former Speaker Nancy Pelosi's stock trading activities, particularly in technology stocks, have drawn scrutiny due to their timing and performance, often outperforming the market. Her husband, Paul Pelosi, is believed to handle the investment decisions.
Fundstrat Granny Shots ETF: The Fundstrat Granny Shots US Large Cap ETF, launched in November 2024, includes 39 stocks based on specific investment themes, with 11 stocks in common with Pelosi's investment portfolio.
Common Stocks in Portfolio: Notable stocks shared between Pelosi's portfolio and the Fundstrat ETF include Broadcom, Alphabet, American Express, and Apple, among others, with significant transactions disclosed by Pelosi over the years.
Investment Strategy: Pelosi's investment strategy often involves large transactions in the technology sector, focusing on stocks that align with key themes identified by the Granny Shots ETF, such as cybersecurity and energy recovery.
Star-Studded ETFs Attract Investors, Yet Famous Names Don't Ensure High Returns.
- Importance of Naming: The names of exchange-traded funds (ETFs) play a crucial role in distinguishing them in a competitive market.
- Asset Gathering Strategy: Unique and appealing names can help ETF issuers attract significant assets from investors.
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
Anniversary and Growth: Fundstrat Capital celebrates the one-year anniversary of its Fundstrat Granny Shots US Large Cap ETF (GRNY), which has grown to over $3.65 billion in assets under management since its launch on November 7, 2024.
Performance Highlights: The ETF has outperformed the S&P 500 by 1,260 basis points, achieving a year-to-date return of 30.12% as of October 31, 2025, amidst a generally skeptical market environment.
Investor Engagement: The fund's strategy, which focuses on thematic Supercycles and provides regular updates, has attracted significant interest from both retail and institutional investors, evidenced by $570 million in net inflows in October 2025.
Investment Strategy: GRNY employs a research-driven approach to invest in 30-50 large-cap equities aligned with macroeconomic and demographic trends, aiming for long-term capital appreciation.
Tom Lee's Fundstrat Capital Announces Two New Granny Shots ETFs -- GRNJ and GRNI -- Expected to Soon Commence Trading on NYSE Arca
New ETF Launches: Fundstrat Capital is set to launch two new ETFs, the Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) and the Fundstrat Granny Shots US Large Cap & Income ETF (GRNI), expanding their investment offerings on NYSE Arca.
Strong Performance: The existing Fundstrat Granny Shots US Large Cap ETF (GRNY) has outperformed the S&P 500 with a year-to-date performance of 30.12%, significantly exceeding the index's 17.52% return, and has surpassed $3.65 billion in assets under management.
Investment Strategy: The new ETFs will utilize Fundstrat's thematic and evidence-based investment strategies, focusing on long-term capital appreciation and income generation through a disciplined, research-driven approach.
Commitment to Investors: Fundstrat Capital emphasizes its dedication to providing ongoing insights and commentary to investors, ensuring transparency and understanding of their investment processes and strategies.
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
Anniversary and Growth: Fundstrat Capital celebrates the one-year anniversary of its Fundstrat Granny Shots US Large Cap ETF (GRNY), which has grown to over $3.65 billion in assets under management and ranks in the top 1% of Morningstar's Large Cap Blend funds based on performance.
Performance Highlights: The GRNY ETF has outperformed the S&P 500 by 1,260 basis points year-to-date, achieving a 30.12% increase amidst a generally skeptical market environment.
Investor Engagement: Chief Investment Officer Tom Lee has provided over 48 investor update videos in the past year, enhancing transparency and engagement with both retail and institutional investors.
Market Strategy: The ETF employs a research-driven strategy focused on long-term capital appreciation, investing in 30-50 large-cap equities aligned with key macroeconomic and thematic trends.
Robinhood Chain Testnet Achieves 4 Million Transactions in First Week – CEO Declares ‘On-Chain is the Future of Finance’
Test Phase Launch: Developers can access testnet-only assets, including 'Stock Tokens' tied to major companies like Tesla and Amazon, during the initial launch phase of the Robinhood Chain, which processed four million transactions in its first week.
Market Sentiment: Despite a higher overnight trade for HOOD's stock, retail sentiment has turned bearish, indicating a decline in confidence among investors over the past day.
Real-World Asset Interest: There is a growing interest in tokenized real-world assets (RWAs), with firms like Grayscale Investments highlighting it as a primary sector to watch in 2026, as total value locked in decentralized finance platforms approaches $96.5 billion.
Investment Commitment: Robinhood has committed $1 million to the 2026 Arbitrum Open House program, integrating with various infrastructure providers to enhance its network capabilities.
Nancy Pelosi and Tom Lee Unite on 11 Stock Selections: A Few May Surprise You
Nancy Pelosi's Stock Trading: Former Speaker Nancy Pelosi's stock trading activities, particularly in technology stocks, have drawn scrutiny due to their timing and performance, often outperforming the market. Her husband, Paul Pelosi, is believed to handle the investment decisions.
Fundstrat Granny Shots ETF: The Fundstrat Granny Shots US Large Cap ETF, launched in November 2024, includes 39 stocks based on specific investment themes, with 11 stocks in common with Pelosi's investment portfolio.
Common Stocks in Portfolio: Notable stocks shared between Pelosi's portfolio and the Fundstrat ETF include Broadcom, Alphabet, American Express, and Apple, among others, with significant transactions disclosed by Pelosi over the years.
Investment Strategy: Pelosi's investment strategy often involves large transactions in the technology sector, focusing on stocks that align with key themes identified by the Granny Shots ETF, such as cybersecurity and energy recovery.
Star-Studded ETFs Attract Investors, Yet Famous Names Don't Ensure High Returns.
- Importance of Naming: The names of exchange-traded funds (ETFs) play a crucial role in distinguishing them in a competitive market.
- Asset Gathering Strategy: Unique and appealing names can help ETF issuers attract significant assets from investors.
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
Anniversary and Growth: Fundstrat Capital celebrates the one-year anniversary of its Fundstrat Granny Shots US Large Cap ETF (GRNY), which has grown to over $3.65 billion in assets under management since its launch on November 7, 2024.
Performance Highlights: The ETF has outperformed the S&P 500 by 1,260 basis points, achieving a year-to-date return of 30.12% as of October 31, 2025, amidst a generally skeptical market environment.
Investor Engagement: The fund's strategy, which focuses on thematic Supercycles and provides regular updates, has attracted significant interest from both retail and institutional investors, evidenced by $570 million in net inflows in October 2025.
Investment Strategy: GRNY employs a research-driven approach to invest in 30-50 large-cap equities aligned with macroeconomic and demographic trends, aiming for long-term capital appreciation.
Tom Lee's Fundstrat Capital Announces Two New Granny Shots ETFs -- GRNJ and GRNI -- Expected to Soon Commence Trading on NYSE Arca
New ETF Launches: Fundstrat Capital is set to launch two new ETFs, the Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) and the Fundstrat Granny Shots US Large Cap & Income ETF (GRNI), expanding their investment offerings on NYSE Arca.
Strong Performance: The existing Fundstrat Granny Shots US Large Cap ETF (GRNY) has outperformed the S&P 500 with a year-to-date performance of 30.12%, significantly exceeding the index's 17.52% return, and has surpassed $3.65 billion in assets under management.
Investment Strategy: The new ETFs will utilize Fundstrat's thematic and evidence-based investment strategies, focusing on long-term capital appreciation and income generation through a disciplined, research-driven approach.
Commitment to Investors: Fundstrat Capital emphasizes its dedication to providing ongoing insights and commentary to investors, ensuring transparency and understanding of their investment processes and strategies.
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
Anniversary and Growth: Fundstrat Capital celebrates the one-year anniversary of its Fundstrat Granny Shots US Large Cap ETF (GRNY), which has grown to over $3.65 billion in assets under management and ranks in the top 1% of Morningstar's Large Cap Blend funds based on performance.
Performance Highlights: The GRNY ETF has outperformed the S&P 500 by 1,260 basis points year-to-date, achieving a 30.12% increase amidst a generally skeptical market environment.
Investor Engagement: Chief Investment Officer Tom Lee has provided over 48 investor update videos in the past year, enhancing transparency and engagement with both retail and institutional investors.
Market Strategy: The ETF employs a research-driven strategy focused on long-term capital appreciation, investing in 30-50 large-cap equities aligned with key macroeconomic and thematic trends.
