Fundstrat Capital's Granny Shots US Large Cap Exchange Traded Fund has achieved a significant milestone, exceeding $4 billion in managed assets. This accomplishment positions it among the leading active equity ETFs experiencing rapid growth in the early months of 2026. The surge in its popularity underscores a prevailing investor preference for actively managed equity funds that offer straightforward investment narratives within an increasingly complex market landscape.
The rapid accumulation of assets, occurring just over a year since its inception, marks the fund as one of the swiftest-growing active equity ETFs in the United States, according to data from Morningstar and FactSet, as disclosed by Fundstrat. This growth aligns with a broader trend where investors are strategically directing capital towards equity strategies that emphasize process transparency, consistent communication, and a focus on mitigating risks amidst persistent macroeconomic uncertainties.
Tom Lee, Fundstrat's chief investment officer, credits the fund's success to its thematic investment approach and an easily digestible investment philosophy. He emphasized that regular portfolio updates and weekly video communications have been instrumental in helping investors comprehend positioning decisions, thereby establishing a crucial competitive advantage as the market becomes saturated with active ETFs.
The positive momentum extends beyond the flagship product to newer offerings within the Granny Shots family. Two ETFs launched in November of the preceding year have already garnered substantial inflows, indicating that the Fundstrat brand's appeal transcends the large-cap equity sector. The Granny Shots US Small- & Mid-Cap ETF has attracted $255 million in assets within merely a month of trading. This reflects a renewed investor appetite for smaller-cap exposures, as they seek opportunities for growth following several years of large-cap market dominance. John Bai, co-founder of Fundstrat, noted that this strategy was frequently requested by investors desiring targeted exposure beyond mega-cap companies, thereby establishing it as a natural extension of their primary fund.
Concurrently, the Granny Shots US Large Cap & Income ETF, which incorporates an actively managed options overlay onto the foundational large-cap strategy, has raised $53 million in assets. This fund caters to investors seeking to combine equity exposure with income generation through covered call strategies. This methodology has gained considerable traction as market volatility persists and expectations regarding interest rate adjustments remain unpredictable.
The noteworthy expansion of the Granny Shots ETF suite highlights a successful strategy in attracting capital through clear investment principles and effective communication, resonating with investors seeking active management and diverse market exposures.