SCHEDULE 13G/A: BNY Mellon Entities Report 62.7% Beneficial Ownership in Genter Capital Municipal Quality Intermediate ETF

Sentiment:

Beneficial Ownership Report


Bank of New York Mellon Corporation and its subsidiaries have filed an amended Schedule 13G, disclosing a collective beneficial ownership of 62.7% in the Genter Capital Municipal Quality Intermediate ETF.

Summary

  • The Bank of New York Mellon Corporation, along with its subsidiaries BNY Mellon IHC, LLC, MBC Investments Corp, and BNY Mellon Advisors, Inc., collectively reported beneficial ownership of 269,416.00 shares of the Genter Capital Municipal Quality Intermediate ETF.
  • This aggregate ownership represents 62.7% of the class of securities.
  • The filing is an Amendment No. 2 to a Schedule 13G, indicating a passive investment intent.
  • The reporting entities hold sole voting power and shared dispositive power over all 269,416.00 shares.
  • The securities are beneficially owned by The Bank of New York Mellon Corporation and its direct or indirect subsidiaries in their various fiduciary capacities.
  • Four individuals, James Hilburger, Laurie Caccard, Geraldine Heydt, and Arne Aakre, are noted to have an interest exceeding five percent of the total outstanding shares of the ETF.

Sentiment

Score: 5

Explanation: Neutral, as this is a factual beneficial ownership report and does not contain performance or strategic information about the issuer or the reporting entity's financial health.

Future Outlook

NA

Industry Context

This Schedule 13G filing reflects a significant institutional ownership stake by The Bank of New York Mellon Corporation and its affiliates in a specific Exchange Traded Fund (ETF). Such filings are standard disclosures for large institutional investors holding more than 5% of a company's or fund's shares with a passive investment intent, providing transparency on major ownership positions within the financial markets.

Key Dates

DateDescription
04/30/2025Date of event which requires filing of this statement
05/06/2025Signature date of the filing

Keywords

Schedule 13G, Beneficial Ownership, ETF, Genter Capital Municipal Quality Intermediate ETF, Spinnaker ETF Series, Bank of New York Mellon, BNY Mellon, Institutional Ownership, Investment Adviser, Holding Company

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