Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Order Granting Accelerated Approval of Proposed Rule Change Relating to the Trading of the United States Oil Fund, LP Pursuant to Unlisted Trading Privileges, 32164-32171 [E6-8547]
Download as PDF
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Federal Register / Vol. 71, No. 106 / Friday, June 2, 2006 / Notices
will distribute will inform members and
member organizations about the terms,
characteristics and risks in trading the
Notes, including their prospectus
delivery obligations.
X. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act that the
proposed rule change (SR–NYSE–2006–
16), as amended by Amendment No. 1,
is approved.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.45
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E6–8549 Filed 6–1–06; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–53875; File No. SR–
NYSEArca–2006–11]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and Order
Granting Accelerated Approval of
Proposed Rule Change Relating to the
Trading of the United States Oil Fund,
LP Pursuant to Unlisted Trading
Privileges
May 25, 2006.
jlentini on PROD1PC65 with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 26,
2006, NYSE Arca, Inc. (the ‘‘Exchange’’),
through its wholly owned subsidiary
NYSE Arca Equities, Inc. (‘‘NYSE Arca
Equities’’ or the ‘‘Corporation’’), filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons and is
approving the proposal on an
accelerated basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange, through its wholly
owned subsidiary NYSE Arca Equities,
proposes to amend its rules governing
NYSE Arca, L.L.C. (also referred to as
the ‘‘NYSE Arca Marketplace’’), the
equities trading facility of NYSE Arca
Equities. The Exchange proposes new
NYSE Arca Equities Rule 8.300 in order
45 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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to permit trading, either by listing or
pursuant to unlisted trading privileges
(‘‘UTP’’), units in a partnership that is
a commodity pool under the
Commodity Exchange Act (‘‘CEA’’) that
is designed to track a specified
commodity or index of commodities by
holding any combination of investments
(i) comprised of or based on futures
contracts, options on futures contracts,
forward contracts, swaps, and over-thecounter (‘‘OTC’’) contracts for
commodities or based on price changes
in commodities, and (ii) in securities
that may be required to satisfy margin
or collateral requirements associated
with investments in the financial
instruments listed in item (i) above
(such units are referred to generally
herein as ‘‘Partnership Units’’). Pursuant
to these proposed rules, the Exchange
initially proposes to trade, pursuant to
UTP, units (‘‘Units’’) of the United
States Oil Fund, LP (‘‘USOF’’ or the
‘‘Partnership’’).
The text of the proposed rule change
appears below. Additions are
underlined.
*
*
*
*
*
Rules of NYSE Arca Equities, Inc.
Rule 8.300
Partnership Units
(a) The Corporation will consider for
trading, whether by listing or pursuant
to unlisted trading privileges,
Partnership Units that meet the criteria
of this Rule.
(b) Definitions. The following terms as
used in the Rule shall, unless the
context otherwise requires, have the
meanings herein specified:
(1) Commodity. The term
‘‘commodity’’ is defined in Section
1(a)(4) of the Commodity Exchange Act.
(2) Partnership Units. The term
‘‘Partnership Units’’ for purposes of this
Rule means a security (a) that is issued
by a partnership that invests in any
combination of futures contracts,
options on futures contracts, forward
contracts, commodities and/or
securities; and (b) that is issued and
redeemed daily in specified aggregate
amounts at net asset value.
(c) Designation. The Corporation may
list and trade Partnership Units based
on an underlying asset, commodity or
security. Each issue of a Partnership
Unit shall be designated as a separate
series and shall be identified by a
unique symbol.
(d) Initial and Continued Listing.
Partnership Units will be listed and/or
traded on the Corporation subject to
application of the following criteria:
(1) Initial Listing—The Corporation
will establish a minimum number of
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Partnership Units required to be
outstanding at the time of
commencement of trading on the
Corporation.
(2) Continued Listing—The
Corporation will consider removing
from listing Partnership Units under any
of the following circumstances:
(i) if following the initial twelve month
period following the commencement of
trading of Partnership Units, (A) the
partnership has more than 60 days
remaining until termination and there
are fewer than 50 record and/or
beneficial holders of Partnership Units
for 30 or more consecutive trading days;
(B) if the partnership has fewer than
50,000 Partnership Units issued and
outstanding; or (C) if the market value
of all Partnership Units issued and
outstanding is less than $1,000,000;
(ii) if the value of the underlying
benchmark investment, commodity or
asset is no longer calculated or available
on at least a 15-second delayed basis or
the Corporation stops providing a
hyperlink on its Web site to any such
investment, commodity, or asset value;
(iii) if the Indicative Partnership
Value is no longer made available on at
least a 15-second delayed basis; or
(iv) if such other event shall occur or
condition exists which in the opinion of
the Corporation makes further dealings
on the Corporation inadvisable.
Upon termination of a partnership,
the Corporation requires that
Partnership Units issued in connection
with such partnership be removed from
Corporation listing. A partnership will
terminate in accordance with the
provisions of the partnership
prospectus.
(3) Term—The stated term of the
partnership shall be as stated in the
prospectus. However, such entity may
be terminated under such earlier
circumstances as may be specified in
the Partnership prospectus.
(4) General Partner—The following
requirements apply:
(i) The general partner of a
partnership must be an entity having
substantial capital and surplus and the
experience and facilities for handling
partnership business. In cases where, for
any reason, an individual has been
appointed as general partner, a
qualified entity must also be appointed
as general partner.
(ii) No change is to be made in the
general partner of a listed issue without
prior notice to and approval of the
Corporation.
(5) Voting—Voting rights shall be as
set forth in the applicable partnership
prospectus.
(e) Market Maker Accounts.
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(1) An ETP Holder acting as a
registered Market Maker in Partnership
Units is obligated to comply with Rule
7.26 pertaining to limitations on
dealings when such Market Maker, or
affiliate of such Market Maker, engages
in Other Business Activities. For
purposes of Partnership Units, Other
Business Activities shall include acting
as a Market Maker or functioning in any
capacity involving market-making
responsibilities in the underlying asset
or commodity, related futures or options
on futures, or any other related
derivatives. However, an approved
person of an ETP Holder acting as a
registered Market Maker in Partnership
Units that has established and obtained
Corporation approval of procedures
restricting the flow of material, nonpublic market information between
itself and the ETP Holder pursuant to
Rule 7.26, and any member, officer or
employee associated therewith, may act
in a market making capacity, other than
as a Market Maker in the Partnership
Units on another market center, in the
underlying asset or commodity, related
futures or options on futures, or any
other related derivatives.
(2) The ETP Holder acting as a
registered Market Maker in Partnership
Units must file, with the Corporation, in
a manner prescribed by the Corporation,
and keep current a list identifying all
accounts for trading the underlying
asset or commodity, related futures or
options on futures, or any other related
derivatives, which the ETP Holder
acting as registered Market Maker may
have or over which it may exercise
investment discretion. No ETP Holder
acting as registered Market Maker in the
Partnership Units shall trade in the
underlying asset or commodity, related
futures or options on futures, or any
other related derivatives, in an account
in which an ETP Holder acting as a
registered Market Maker, directly or
indirectly, controls trading activities, or
has a direct interest in the profits or
losses thereof, which has not been
reported to the Corporation as required
by this Rule.
(3) In addition to the existing
obligations under Corporation rules
regarding the production of books and
records (See, e.g. Rule 4.4), the ETP
Holder acting as a registered Market
Maker in Partnership Units shall make
available to the Corporation such books,
records or other information pertaining
to transactions by such entity or any
limited partner, officer or approved
person thereof, registered or nonregistered employee affiliated with such
entity for its or their own accounts in the
underlying asset or commodity, related
futures or options on futures, or any
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other related derivatives, as may be
requested by the Corporation.
(4) In connection with trading the
underlying asset or commodity, related
futures or options on futures or any
other related derivative (including
Partnership Units), the ETP Holder
acting as a registered Market Maker in
Partnership Units shall not use any
material nonpublic information received
from any person associated with an ETP
Holder or employee of such person
regarding trading by such person or
employee in the physical asset or
commodity, futures or options on
futures, or any other related derivatives.
(f) Limitation of Corporation Liability.
Neither the Corporation nor any agent
of the Corporation shall have any
liability for damages, claims, losses or
expenses caused by any errors,
omissions, or delays in calculating or
disseminating any underlying asset or
commodity value, the current value of
the underlying asset or commodity if
required to be deposited to the
partnership in connection with issuance
of Partnership Units; net asset value; or
other information relating to the
purchase, redemption or trading of
Partnership Units, resulting from any
negligent act or omission by the
Corporation or any agent of the
Corporation, or any act, condition or
cause beyond the reasonable control of
the Corporation or its agent, including,
but not limited to, an act of God; fire;
flood; extraordinary weather conditions;
war; insurrection; riot; strike; accident;
action of government; communications
or power failure; equipment or software
malfunction; or any error, omission or
delay in the reports of transactions in an
underlying asset or commodity.
The Corporation will file separate
proposals under Section 19(b) of the
Securities Exchange Act of 1934 before
listing and trading separate and distinct
Partnership Units designated on
different underlying investments,
commodities and/or assets.
Commentary
.01 The Exchange requires that
Equity Trading Permit holders provide
to all purchasers of newly issued
Partnership Units a prospectus for the
series of Partnership Units.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change. The text of
these statements may be examined at
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32165
the places specified in Item III below,
and is set forth in Sections A, B, and C
below.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to add new
NYSE Arca Equities Rule 8.300 in order
to permit trading, either by listing or
pursuant to UTP, units in a partnership
that holds commodity-based or linked
investments. Pursuant to this proposed
rule, the Exchange initially proposes to
trade pursuant to UTP the Units, which
represent ownership of a fractional
undivided interest in the net assets of
USOF.3 The Commission previously
approved the original listing and trading
of the Units by the American Stock
Exchange LLC (‘‘Amex’’).4
The investment objective of the USOF
is for its net asset value (‘‘NAV’’) 5 to
reflect the performance of the spot price
of West Texas Intermediate light, sweet
crude oil delivered to Cushing,
Oklahoma (the ‘‘WTI light, sweet crude
oil’’),6 as represented by the
performance of the price of the
‘‘Benchmark Oil Futures Contract,’’ less
the expense of operation of USOF. The
‘‘Benchmark Oil Futures Contract’’ is
the near-month (i.e., spot month) future
contract for delivery of WTI light, sweet
crude oil traded on the New York
Mercantile Exchange (‘‘NYMEX’’).7
3 USOF, a Delaware limited partnership, is a
commodity pool. The Exchange states that USOF is
not an investment company as defined in Section
3(a) of the Investment Company Act of 1940. The
offering of the Units of the Partnership is registered
with the Commission under the Securities Act of
1933.
4 See Securities Exchange Act Release Nos. 53582
(March 31, 2006), 71 FR 17510 (April 6, 2006)
(order granting approval to SR-Amex-2005–127)
(‘‘Amex Order’’); 53324 (February 16, 2006), 71 FR
9614 (February 24, 2006) (‘‘USOF Notice’’).
5 NAV is the total assets, less total liabilities of
USOF, determined on the basis of generally
accepted accounting principles. NAV per Unit is
the NAV of USOF divided by the number of
outstanding Units.
6 The types of crude oil are typically described by
a combination of their physical attributes and their
place of origin. A few of these types of crude oil
are widely traded and their prices serve as
benchmarks in determining the spot and forward
prices of the other types of crude oil. The three
most important types of crude oil that are used as
benchmarks are the light, sweet crude oil from the
United States known as ‘‘West Texas Intermediate,’’
a light, sweet crude oil from Europe’s North Sea
known as ‘‘Brent Crude,’’ and a medium crude oil
from the Middle East known as ‘‘Dubai Crude.’’
These three types of crude oil are the ones used
most frequently in the trading of listed futures
contracts, listed options, and non-exchange listed
derivative contracts based on crude oil.
7 The Exchange will file a Form 19b–4 to obtain
Commission approval for the continued trading of
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jlentini on PROD1PC65 with NOTICES
The assets of USOF will consist of
futures contracts for light, sweet crude
oil and other petroleum based fuels that
are traded on the NYMEX or other U.S.
and foreign exchanges 8 (collectively,
‘‘Oil Futures Contracts’’). USOF will
also purchase other oil interests, such as
cash-settled options on Oil Futures
Contracts, forward contracts for oil, and
OTC transactions that are based on the
price of oil, other petroleum-based fuels,
and indices based on the foregoing
(collectively, ‘‘Other Oil Interests’’). (Oil
Futures Contracts and Other Oil
Interests are collectively referred to as
‘‘Oil Interests.’’) The Oil Interests for
light, sweet crude oil and other
petroleum based fuels in which USOF
will invest are based on domestic oil,
(WTI light, sweet crude oil),
international oil (Brent Crude Oil),
heating oil, natural gas, and gasoline. A
description of these commodities and
the primary trading market for futures
contracts based on such commodities is
set forth in the USOF Notice.9
USOF will also invest in short term
obligations of the United States
Government (‘‘Treasuries’’) to be used to
satisfy its current or future margin and
collateral requirements and to otherwise
satisfy its obligations with respect to its
investments in Oil Interests.
(a) The Units. In January 2005, the
Commission approved an Exchange rule
(NYSE Arca Equities Rule 8.201) for the
listing and trading of Commodity-Based
Trust Shares.10 Commodity-Based Trust
Shares are trust issued receipts (‘‘TIRs’’)
based on the value of an underlying
commodity or index of commodities
held by a trust. Because of USOF’s
structure as a partnership and the nature
of its investments, the current
Commodity-Based Trust Shares rule
(NYSE Arca Equities Rule 8.201) does
the Units should the General Partner change the
Benchmark Oil Futures Contract from this NYMEX
WTI light, sweet crude oil futures contract.
8 USOF will primarily purchase WTI light, sweet
crude Oil Futures Contracts traded on the NYMEX,
but may also purchase Oil Futures Contracts on
other exchanges, including the Intercontinental
Exchange, formerly known as the International
Petroleum Exchange, which operates its futures
business through ICE Futures (‘‘ICE Futures’’) and
the Singapore Oil Exchange.
9 See USOF Notice, supra note 4.
10 See Securities Exchange Act Release Nos.
51067 (January 21, 2005), 70 FR 3952 (January 27,
2005) (approving general standards for the listing
and trading of Commodity-Based Trust Shares and
trading pursuant to UTP of shares of the iShares(r)
COMEX Gold Trust); 51245 (February 23, 2005), 70
FR 10731–01 (March 4, 2005) (approving the
trading pursuant to UTP of shares of the
streetTRACKS Gold Trust); 53520 (March 20,
2006), 71 FR 14977 (March 24, 2006) (approving the
trading pursuant to UTP of shares of the iShares
Silver Trust). See also Securities Exchange Act
Release No. 53736 (April 27, 2006), 71 FR 26582
(May 5, 2006) (proposal to trade pursuant to UTP
shares of the DB Commodity Index Tracking Fund).
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18:05 Jun 01, 2006
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not specifically permit the Exchange to
trade this product. This proposal seeks
to expand the ability of the Exchange to
list and/or trade securities based on a
portfolio of underlying investments that
may not be ‘‘securities’’ in
circumstances where the issuer is a
partnership, organized as a commodities
pool under the CEA.
Under proposed NYSE Arca Equities
Rule 8.300, the Exchange would be able
to trade pursuant to UTP the Units
issued by USOF. For units issued by
other commodity-based partnerships or
other types of units issued by USOF, if
any, the Exchange would submit a filing
pursuant to Section 19(b) of the Act,
subject to the review and approval of
the Commission.
A description of the liquidity, depth,
and pricing mechanisms of the
international oil market, the regulation
of futures, operation of the USOF, and
a description of the Units is set forth in
the Amex Order and the USOF Notice.11
To summarize, issuances of Units will
be made only in baskets of 100,000
Units or multiples thereof (a ‘‘Basket’’).
The Partnership will issue and redeem
Baskets of the Units on a continuous
basis by or through participants who
have entered into authorized purchaser
agreements (each, an ‘‘Authorized
Purchaser’’)12 with the General
Partner,13 at the net asset value (‘‘NAV’’)
per Unit next determined after an order
to purchase the Units in a Basket is
received in proper form. Baskets may be
issued and redeemed on any Business
day (defined as any day other than a day
on which the Amex, the NYMEX, or the
New York Stock Exchange is closed for
regular trading) through ALPS
Distributors, Inc. (the ‘‘Marketing
Agent’’) in exchange for cash and/or
Treasuries, which Brown Brothers
Harriman & Co. (the ‘‘Custodian’’ and
the ‘‘Administrator’’) receives from
Authorized Purchasers or transfers to
Authorized Purchasers, in each case on
behalf of USOF. Baskets are then
11 See
supra note 4.
‘‘Authorized Purchaser’’ is a person, who at
the time of submitting to the General Partner an
order to create or redeem one or more Baskets, (i)
is a registered broker-dealer or other market
participant, such as a bank or other financial
institution that is exempt from broker-dealer
registration, (ii) is a Depository Trust Company
Participant, and (iii) has in effect a valid Authorized
Purchaser Agreement.
13 The General Partner is Victoria Bay Asset
Management, LLC, a single member Delaware
limited liability company wholly owned by
Wainwright Holdings, Inc. The General Partner,
which was formed for the specific purpose of
managing and controlling USOF, has registered as
a Commodity Pool Operator (‘‘CPO’’) with the
Commodity Futures Trading Commission (‘‘CFTC’’)
and has become a member of the National Futures
Association (‘‘NFA’’).
12 An
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separable upon issuance into identical
Units that will be traded on the NYSE
Arca Marketplace as equity securities.14
Baskets will be issued in exchange for
Treasuries and/or cash in an amount
equal to the NAV per Unit times
100,000 Units (the ‘‘Basket Amount’’).
Authorized Purchasers that wish to
purchase a Basket must transfer the
Basket Amount to the Administrator
(the ‘‘Deposit Amount’’). Authorized
Purchasers that wish to redeem a Basket
will receive an amount of Treasuries
and cash in exchange for each Basket
surrendered in an amount equal to the
NAV per Basket (the ‘‘Redemption
Amount’’).
On each business day, the
Administrator will make available, prior
to 9:30 a.m. Eastern Time (‘‘ET’’), the
estimated Basket Amount for the
creation of a Basket based on the prior
day’s NAV.15 According to the Amex
Order, the Amex will disseminate at
least every 15 seconds throughout the
trading day, via the facilities of the
Consolidated Tape Association
(‘‘CTA’’), an amount representing, on a
per Unit basis, the current indicative
value of the Basket Amount (See
‘‘Indicative Partnership Value’’ below).
Shortly after 4 p.m. ET, the
Administrator will determine the NAV
for USOF as described below. At or
about 4 p.m. ET on each business day,
the Administrator will determine the
Actual Basket Amount (‘‘Actual Basket
Amount’’) for orders placed by
Authorized Purchasers received before
12 p.m. ET that day. Thus, although
Authorized Purchasers place orders to
purchase Units during the trading day
until 12 p.m. ET, the Actual Basket
Amount is determined as of 4 p.m. ET.
Shortly after 4 p.m. ET on each
business day, the Administrator, Amex,
and the General Partner will
disseminate the NAV for the Units and
the Actual Basket Amount (for orders
placed during the day). The Basket
Amount and the NAV are
communicated by the Administrator to
all Authorized Purchasers via facsimile
or electronic mail message. According to
the Amex Order, the Amex will also
disclose the NAV and the Actual Basket
Amount on its Web site at https://
14 The Exchange expects that the number of
outstanding Units will increase and decrease as a
result of creations and redemptions of Baskets.
15 The Administrator will make available an
‘‘estimated’’ Basket Amount prior to the opening of
trading on the Exchange, rather than the Actual
Basket Amount, which will not be available until
shortly after 4 p.m. ET each business day, as
described below. All such information (NAV,
Actual Basket Amount, Estimated Basket Amount,
and daily disclosure of portfolio holdings) will be
available to all market participants at the same time
to avoid any informational disadvantage.
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www.amex.com.16 On each day that the
Amex is open for regular trading, the
Administrator will adjust the Deposit
Amount as appropriate to reflect the
prior day’s Partnership NAV and
accrued expenses. The Administrator
will then determine the Deposit Amount
for a given business day.
The Administrator will calculate NAV
as follows: (1) Determine the current
value of USOF assets and (2) subtract
the liabilities of USOF. The NAV will be
calculated at 4 p.m. ET using the
settlement value 17 of Oil Futures
Contracts traded on the NYMEX as of
the close of open-outcry trading on the
NYMEX at 2:30 p.m. ET, and for the
value of other Oil Futures Interests and
Treasuries, the value of such
investments as of the earlier of 4 p.m.
ET or the close of trading on the New
York Stock Exchange. The NAV is
calculated by including any unrealized
profit or loss on Oil Futures Contracts
and other Oil Interests and any other
credit or debit accruing to USOF but
unpaid or not received by USOF. The
NAV is then used to compute all fees
(including the management and
administrative fees) that are calculated
from the value of Partnership assets.
The Administrator will calculate the
NAV per unit by dividing the NAV by
the number of Units outstanding. The
calculation methodology for the NAV is
described in more detail in the Amex
Order.
The Units will not be individually
redeemable but will only be redeemable
in Baskets. To redeem, an Authorized
Participant will be required to
accumulate enough Units to constitute a
Basket (i.e., 100,000 Units). Authorized
Participants that wish to redeem a
Basket will receive the Redemption
Amount in exchange for each Basket
surrendered.18 The operation of the
Partnership and creation and
redemption process is described in more
detail in the Amex Order.
(b) Dissemination and Availability of
Information.
jlentini on PROD1PC65 with NOTICES
(i) Oil Futures Contracts
The daily settlement prices for the
NYMEX traded Oil Futures Contracts
held by USOF are publicly available on
the NYMEX Web site at https://
www.nymex.com. The Exchange’s Web
site at https://www.nysearca.com will
also include a hyperlink to the NYMEX
Web site for the purpose of disclosing
futures contract pricing. In addition,
16 See
supra note 15.
NYMEX Rule 6.52.
18 Authorized Purchasers are required to pay a
transaction fee of $1,000 for each order to create or
redeem one or more Baskets.
various market data vendors and news
publications publish futures prices and
related data. The Exchange represents
that quote and last sale information for
the Oil Futures Contracts are widely
disseminated through a variety of
market data vendors worldwide,
including Bloomberg and Reuters.
According to the Amex Order, last sale
information for the Benchmark Oil
Futures Contract will be updated and
disseminated at least every 15 seconds
by one or more major market data
vendors during the time the Units trade.
However, from 2:30 p.m. ET to the
opening of NYMEX ACCESS at 3:15
p.m. ET, the pricing for the Benchmark
Oil Futures Contract will not be
updated. The Exchange further
represents that real-time futures data is
available by subscription from Reuters
and Bloomberg. The NYMEX also
provides delayed futures information on
current and past trading sessions and
market news free of charge on its Web
site. The specific contract specifications
for the Oil Futures Contracts are also
available on the NYMEX Web site and
the ICE Futures Web site at https://
www.theice.com.
(ii) USOF Units
The Web site for USOF, which will be
publicly accessible at no charge and to
which the Exchange will provide a
hyperlink on its Web site (https://
www.nysearca.com), will include the
following information: (1) The prior
business day’s NAV and the reported
closing price; (2) the mid-point of the
bid-ask price 19 in relation to the NAV
as of the time the NAV is calculated (the
‘‘Bid-Ask Price’’); (3) calculation of the
premium or discount of such price
against such NAV; (4) data in chart form
displaying the frequency distribution of
discounts and premiums of the Bid-Ask
Price against the NAV, within
appropriate ranges for each of the four
previous calendar quarters; (5) the
prospectus and the most recent periodic
reports filed with the Commission or
required by the CFTC; and (6) other
applicable quantitative information. In
addition, information on USOF’s daily
portfolio holdings will be available on
its Web site at https://
www.unitedstatesoilfund.com and will
be equally accessible to investors and
Authorized Purchasers.
As described above, the NAV for
USOF will be calculated and
disseminated daily. According to the
Amex Order, the Amex also intends to
disseminate for USOF on a daily basis
17 See
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19 The Bid-Ask Price of Units is determined using
the highest bid and lowest offer as of the time of
calculation of the NAV.
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32167
by means of CTA/CQ High Speed Lines
information with respect to the
Indicative Partnership Value (as
discussed below), recent NAV, Units
outstanding, the estimated Basket
Amount and the Deposit Amount (e.g.,
the Actual Basket Amount). The
Exchange will make available on its
Web site daily trading volume, closing
prices and the NAV. The closing price
and settlement prices of the Oil Futures
Contracts held by USOF are also readily
available from the NYMEX, automated
quotation systems, published or other
public sources, or on-line information
services such as Bloomberg or Reuters.
In addition, the Exchange will provide
a hyperlink on its Web site at https://
www.nysearca.com to USOF’s Web site.
(iii) Indicative Partnership Value
According to the Amex Order, the
Amex will disseminate through the
facilities of the CTA an updated
Indicative Partnership Value (the
‘‘Indicative Partnership Value’’) per
Unit basis at least every 15 seconds from
9:30 a.m. to 4:15 p.m. ET. The Indicative
Partnership Value will be calculated
based on the Treasuries and cash
required for creations and redemptions
(i.e., NAV per limit x 100,000) adjusted
to reflect the price changes of the
current Benchmark Oil Futures
Contract.
The Indicative Partnership Value will
not reflect price changes to the price of
the current Benchmark Oil Futures
Contract between the close of openoutcry trading of these oil futures
contract on the NYMEX at 2:30 p.m. ET
and the open of trading on the NYMEX
ACCESS market at 3:15 p.m. ET.20 The
Indicative Partnership Value after 3:15
p.m. ET will reflect changes to the
current Benchmark Oil Futures Contract
as provided for through NYMEX
ACCESS. The value of a Unit may
accordingly be influenced by the nonconcurrent trading hours of the Amex
and NYMEX. While the Units will trade
on the Amex from 9:30 a.m. to 4:15 p.m.
ET, the current Benchmark Oil Futures
Contract will trade, in open-outcry, on
the NYMEX from 10 a.m. ET to 2:30
p.m. ET and NYMEX ACCESS from 3:15
p.m. ET through the following morning
9:50 a.m. ET.
20 NYMEX ACCESS, an electronic trading
system, is open for price discovery on the NYMEX
light, sweet crude oil futures contract each Monday
through Thursday at 3:15 p.m. ET through the
following morning at 9:50 a.m. ET, from 3:15–5
p.m. Friday, and from 7 p.m. Sunday night until
Monday morning 9:50 a.m. ET. Telephone
Conference between David Strandberg, Director,
NYSE Arca Equities Inc., and Angela Muehr,
Attorney, Division of Market Regulation
(‘‘Division’’), Commission, on May 25, 2006.
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While the NYMEX (open outcry) is
open for trading, the Indicative
Partnership Value can be expected to
closely approximate the value per unit
of the Basket Amount.21 However,
during Exchange trading hours when
the Oil Futures Contracts have ceased
trading, spreads and resulting premiums
or discounts may widen, and therefore,
increase the difference between the
price of the Units and the NAV of the
Units. The Exchange believes that
dissemination of the Indicative
Partnership Value based on the cash
amount required for a Basket provides
additional information that is not
otherwise available to the public and is
useful to professionals and investors in
connection with the Units trading on
NYSE Arca Marketplace or the creation
or redemption of the Units.
(c) Continued Listing and UTP
Trading Criteria. While the Exchange
immediately seeks to trade the Units
pursuant to UTP, the Exchange is also
adopting general initial and continued
listing standards applicable to all
Partnership Units in the event the
Exchange were to list such Partnership
Units. In such an event, the Exchange
would still file a Form 19b–4 to list such
Partnership Units. Nevertheless, such
continued listing standards are included
below.
When the Exchange is the listing
market for Partnership Units, the
Partnership will be subject to the
continued listing and trading criteria
under proposed new NYSE Arca
Equities Rule 8.300. In particular, the
proposed continued listing criteria
provides that the Exchange will
consider removal from listing of such
Partnership Units under any of the
following circumstances:
• If, following the initial twelve
month period from the date of
commencement of trading of the
Partnership Units, (i) the Partnership
has more than 60 days remaining until
termination and there are fewer than 50
record and/or beneficial holders of the
Partnership Units for 30 or more
consecutive trading days; (ii) the
Partnership has fewer than 50,000
Partnership Units issued and
outstanding; or (iii) the market value of
all Partnership Units issued and
outstanding is less than $1,000,000;
• If the value of the underlying
benchmark investment, commodity or
asset is no longer calculated or available
on at least a 15-second delayed basis or
the Exchange stops providing a
21 Telephone Conference between David
Strandberg, Director, NYSE Arca Equities Inc., and
Angela Muehr, Attorney, Division, Commission, on
May 25, 2006.
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hyperlink on its Web site to any such
investment, commodity or asset value;
• If the Indicative Partnership Value
is no longer made available on at least
a 15-second delayed basis; or
• If such other event shall occur or
condition exists which in the opinion of
the Exchange makes further dealings on
the Exchange inadvisable.
In addition, the Exchange will remove
Partnership Units from listing and
trading upon termination of the
Partnership.
If the Exchange is trading Partnership
Units pursuant to UTP, such as the
Units, then the Exchange will cease
trading in the Units if (i) the listing
market stops trading the Units because
of a regulatory halt similar to a halt
based on NYSE Arca Equities Rule 7.12
or a halt because the Indicative
Partnership Value or the value of the
underlying spot commodity or Oil
Futures Contract is no longer available;
or (ii) the listing market delists the
Units. Additionally, the Exchange may
cease trading the Units if such other
event shall occur or condition exists
which in the opinion of the Exchange
makes further dealings on the Exchange
inadvisable.
The Exchange represents that it
prohibits the initial and/or continued
listing of any security that is not in
compliance with Rule 10A–3 under the
Exchange Act.22
(d) Trading Rules. The Exchange
deems the Units to be equity securities,
thus rendering trading in the
Partnership subject to the Exchange’s
existing rules governing the trading of
equity securities. Trading in the Units
on the Exchange will occur in
accordance with NYSE Arca Equities
Rule 7.34(a), except that the Units will
not be eligible to trade during the
Opening Session (4 a.m. to 9:30 a.m. ET)
or the Late Trading Session (4:15 p.m.
to 8 p.m. ET) unless the Indicative
Partnership Value is disseminated
during that time.23 The Exchange has
appropriate rules to facilitate
transactions in the Units during all
trading sessions. The minimum trading
increment for Units on the Exchange
will be $0.01.
22 See Rule 10A–3(c)(7), 17 CFR 240.10A–3(c)(7)
(stating that a listed issuer is not subject to the
requirements of Rule 10A–3 if the issuer is
organized as an unincorporated association that
does not have a board of directors and the activities
of the issuer are limited to passively owning or
holding securities or other assets on behalf of or for
the benefit of the holders of the listed securities).
23 If the Indicative Partnership Value is
disseminated during the Opening and/or Late
Trading Sessions, NYSE Arca will file a proposal
under Section 19(b) of the Act before permitting
trading during those Sessions.
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Further, the Exchange has proposed
new NYSE Arca Equities Rule 8.300(e),
which sets forth certain restrictions on
ETP Holders acting as registered Market
Makers in Units to facilitate
surveillance. NYSE Arca Equities Rule
8.300(e)(2)-(3) will require that the ETP
Holder acting as a registered Market
Maker in the Units provide the
Exchange with necessary information
relating to its trading in the underlying
asset or commodity, related futures or
options on futures, or any other related
derivatives. NYSE Arca Equities Rule
8.300(e)(4) will prohibit the ETP Holder
acting as a registered Market Maker in
the Units from using any material
nonpublic information received from
any person associated with an ETP
Holder or employee of such person
regarding trading by such person or
employee in the underlying asset or
commodity, related futures or options
on futures or any other related
derivative (including the Units). In
addition, NYSE Arca Equities Rule
8.300(e)(1) will prohibit the ETP Holder
acting as a registered Market Maker in
the Units from being affiliated with a
market maker in the underlying asset or
commodity, related futures or options
on futures or any other related
derivative unless adequate information
barriers are in place, as provided in
NYSE Arca Equities Rule 7.26.
As a general matter, the Exchange has
regulatory jurisdiction over its ETP
Holders and their associated persons,
which includes any person or entity
controlling an ETP Holder, as well as a
subsidiary or affiliate of an ETP Holder
that is in the securities business. A
subsidiary or affiliate of an ETP Holder
that does business only in commodities
or futures contracts would not be
subject to Exchange jurisdiction, but the
Exchange could obtain information
regarding the activities of such
subsidiary or affiliate through
surveillance sharing agreements with
regulatory organizations of which such
subsidiary or affiliate is a member.
With respect to trading halts, the
Exchange may consider all relevant
factors in exercising its discretion to
halt or suspend trading in the Units.
Trading in the Units may be halted
because of market conditions or for
reasons that, in the view of the
Exchange, make trading in the Units
inadvisable. These may include (i) the
extent to which trading is not occurring
in the current Benchmark Oil Futures
Contract, or (ii) whether other unusual
conditions or circumstances detrimental
to the maintenance of a fair and orderly
market are present. In addition, trading
in Units will be subject to trading halts
caused by extraordinary market
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volatility pursuant to the Exchange’s
‘‘circuit breaker’’ rule 24 or by the halt or
suspension of the trading of the current
Benchmark Oil Futures Contract.
If the Exchange is the listing market
for Partnership Units, the Exchange will
halt trading in the Partnership Units if:
(i) The value of the underlying
benchmark investment, commodity or
asset updated at least every 15 seconds
from a source not affiliated with the
sponsor, partnership, or the Exchange is
no longer available; (ii) the Indicative
Partnership Value per Unit updated at
least every 15 seconds is no longer
available, or (iii) the Exchange stops
providing on the Exchange’s Web site,
via a hyperlink to the partnership’s Web
site, such value of the underlying
investment, commodity or asset and
Indicative Partnership Value per Unit.25
If the Exchange is trading Partnership
Units pursuant to UTP, such as the
Units, the Exchange will cease trading
the Units if (i) the listing market stops
trading the Units because of a regulatory
halt similar to NYSE Arca Equities Rule
7.12 or a halt because the Indicative
Partnership Value or the value of the
underlying spot commodity or Oil
Futures Contract is no longer available,
or (ii) the listing market delists the
Units. Additionally, the Exchange may
cease trading the Units if such other
event shall occur or condition exists
which in the opinion of the Exchange
makes further dealings on the Exchange
inadvisable.
Units will be deemed ‘‘Eligible Listed
Securities,’’ as defined in NYSE Arca
Equities Rule 7.55, for purposes of the
Intermarket Trading System (‘‘ITS’’)
Plan and therefore will be subject to the
trade through provisions of NYSE Arca
Equities Rule 7.56, which require that
ETP Holders avoid initiating tradethroughs for ITS securities.
USOF sought and received certain
exemptive relief for the Units, including
relief from the short sale rule, Rule 10a1, and Regulation SHO under the Act.26
(e) Surveillance. The Exchange
intends to utilize its existing
surveillance procedures applicable to
derivative products and shares of the
streetTRACKS Gold Trust 27 to monitor
trading in the Units. The Exchange
represents that these procedures are
24 See
NYSE Arca Equities Rule 7.12.
the event the value of the underlying
benchmark investment, commodity or asset or the
Indicative Partnership Value is no longer calculated
or disseminated, the Exchange would immediately
contact the Commission to discuss measures that
may be appropriate under the circumstances.
26 See letter from James A. Brigagliano, Acting
Associate Director, Division, Commission, to Mr.
James M. Cain, Esq., Sutherland, Asbill & Brennan
LLP, dated April 7, 2006.
27 See supra note 10.
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adequate to monitor Exchange trading of
the Units.
The Exchange’s current trading
surveillance focuses on detecting
securities trading outside their normal
patterns. When such situations are
detected, surveillance analysis follows
and investigations are opened, where
appropriate, to review the behavior of
all relevant parties for all relevant
trading violations. The Exchange is able
to obtain information regarding trading
in the Units and the underlying Oil
Futures Contracts through ETP Holders
in connection with such ETP Holders’
proprietary or customer trades which
they effect on any relevant market. In
addition, the Exchange may obtain
trading information via the Intermarket
Surveillance Group (‘‘ISG’’) from other
exchanges who are members or affiliates
of the ISG, including the CBOT. In
addition, the Exchange has an
Information Sharing Agreement in place
with NYMEX for the purpose of
providing information in connection
with trading in or related to futures
contracts traded on the NYMEX. To the
extent that USOF invests in Oil Interests
traded on other exchanges, the
Exchange will enter into information
sharing agreements, acceptable to the
Commission staff, with those particular
exchanges.28
(f) Information Bulletin. Prior to the
commencement of trading, the Exchange
will inform its ETP Holders in an
Information Bulletin of the special
characteristics and risks associated with
trading the Units. Specifically, the
Information Bulletin will discuss the
following: (i) The procedures for
purchases and redemptions of Units in
Baskets (and that Units are not
individually redeemable); (ii) NYSE
Arca Equities Rule 9.2(a),29 which
imposes a duty of due diligence on its
ETP Holders to learn the essential facts
relating to every customer prior to
trading the Units; (iii) how information
regarding the Indicative Partnership
28 In such event, the Exchange will file a
proposed rule change pursuant to Rule 19b-4 of the
Act, indicating such surveillance arrangements.
29 The Exchange has proposed to amend NYSE
Arca Equities Rule 9.2(a) (‘‘Diligence as to
Accounts’’) to provide that ETP Holders, before
recommending a transaction, must have reasonable
grounds to believe that the recommendation is
suitable for the customer based on any facts
disclosed by the customer as to his other security
holdings and as to his financial situation and needs.
Further, the proposed rule amendment provides
that prior to the execution of a transaction
recommended to a non-institutional customer, the
ETP Holders should make reasonable efforts to
obtain information concerning the customer’s
financial status, tax status, investment objectives
and any other information that they believe would
be useful to make a recommendation. See
Amendment No. 1 to SR–PCX–2005–115
(November 21, 2005).
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32169
Value is disseminated; (iv) the
requirement that ETP Holders deliver a
prospectus to investors purchasing
newly issued Units prior to or
concurrently with the confirmation of a
transaction; and (v) trading information.
For example, the Information Bulletin
will advise ETP Holders, prior to the
commencement of trading, of the
prospectus delivery requirements
applicable to the Partnership. The
Exchange notes that investors
purchasing Units directly from the
Partnership (by delivery of the Deposit
Amount) will receive a prospectus. ETP
Holders purchasing Units from the
Partnership for resale to investors will
deliver a prospectus to such investors.
In addition, the Information Bulletin
will reference that the Partnership is
subject to various fees and expenses
described in the Registration Statement.
The Information Bulletin will also
reference the fact that there is no
regulated source of last sale information
regarding physical commodities, and
that the Commission has no jurisdiction
over the trading of WTI light, sweet
crude oil, Brent crude oil, heating oil,
gasoline, natural gas or other petroleumbased fuels, that the CFTC has
regulatory jurisdiction over the trading
of oil-based futures contracts and
related options, and that trading in
certain OTC commodity based
derivatives is not within the jurisdiction
of the CFTC and may therefore be
effectively unregulated. Further, the
Information Bulletin will disclose that
the NAV for the Units will be calculated
shortly after 4 p.m. ET each trading day.
The Information Bulletin will also
discuss any relief, if granted, by the
Commission or the staff from any rules
under the Act.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act 30 in general and
furthers the objectives of Section
6(b)(5),31 in particular, in that it is
designed to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in facilitating transaction in securities,
to remove impediments and perfect the
mechanisms of a free and open market,
and, in general, to protect investors and
the public interest.
In addition, the Exchange believes
that the proposal is consistent with Rule
12f–5 under the Act 32 because it deems
the Units to be equity securities, thus
rendering the Units subject to the
30 15
U.S.C. 78s(b).
U.S.C. 78s(b)(5).
32 17 CFR 240.12f–5.
31 15
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existing rules governing the trading of
equity securities.
The Commission further believes that
B. Self-Regulatory Organization’s
the proposal is consistent with Section
Statement on Burden on Competition
11A(a)(1)(C)(iii) of the Act,39 which sets
The Exchange does not believe that
forth Congress’s finding that it is in the
the proposed rule change will impose
public interest and appropriate for the
any burden on competition that is not
protection of investors and the
necessary or appropriate in furtherance
maintenance of fair and orderly markets
of the purposes of the Act.
to assure the availability to brokers,
dealers, and investors of information
C. Self-Regulatory Organization’s
IV. Commission’s Findings and Order
with respect to quotations for and
Statement on Comments on the
Granting Accelerated Approval of
transactions in securities.
Proposed Rule Change Received From
Proposed Rule Change
In support of the portion of the
Members, Participants or Others
proposed rule change regarding UTP of
The Commission finds that the
Written comments on the proposed
the Units, the Exchange has made the
proposed rule change is consistent with following representations:
rule change were neither solicited nor
the requirements of the Act and the
received.
1. The Exchange has appropriate rules
rules and regulations thereunder
to facilitate transactions in this type of
III. Solicitation of Comments
applicable to a national securities
security in all trading sessions.
Interested persons are invited to
exchange.33 In particular, the
2. The Exchange’s surveillance
submit written data, views and
Commission finds that the proposed
procedures are adequate to properly
arguments concerning the foregoing,
rule change is consistent with Section
monitor the trading of the Units on the
including whether the proposed rule
6(b)(5) of the Act,34 which requires that
Exchange.
change is consistent with the Act.
3. The Exchange will distribute an
an exchange have rules designed, among
Comments may be submitted by any of
Information Bulletin to its members
other things, to promote just and
the following methods:
prior to the commencement of trading of
equitable principles of trade, to remove
the Units on the Exchange that explains
impediments to and perfect the
Electronic Comments
the special characteristics and risks of
mechanism of a free and open market
• Use the Commission’s Internet
trading the Units.
and a national market system, and in
comment form (https://www.sec.gov/
4. The Exchange will require a
general to protect investors and the
rules/sro.shtml); or
member with a customer who purchases
public interest.
• Send an e-mail to rulenewly issued Units on the Exchange to
In addition, the Commission finds
comments@sec.gov. Please include File
provide that customer with a product
Number SR–NYSEArca–2006–11 on the that the proposal is consistent with
prospectus and will note this prospectus
Section 12(f) of the Act,35 which permits
subject line.
delivery requirement in the Information
an exchange to trade, pursuant to UTP,
Bulletin.
Paper Comments
a security that is listed and registered on
5. The Exchange will cease trading in
36 The Commission
another exchange.
• Send paper comments in triplicate
the Units if (i) the listing market stops
to Nancy M. Morris, Secretary,
notes that it previously approved the
trading the Units because of a regulatory
Securities and Exchange Commission,
listing and trading of the Units on the
halt similar to a halt based on NYSE
Station Place, 100 F Street, NE.,
Amex.37 The Commission also finds that Arca Equities Rule 7.12 and/or a halt
Washington, DC 20549–1090.
the proposal is consistent with Rule
because the Indicative Partnership
12f–5 under the Act,38 which provides
All submissions should refer to File
Value or the value of the underlying Oil
that an exchange shall not extend UTP
Number SR–NYSEArca–2006–11. This
Futures Contract for WTI light, sweet
to a security unless the exchange has in
file number should be included on the
crude oil is no longer available, or (ii)
subject line if e-mail is used. To help the effect a rule or rules providing for
the listing market delists the Units.
transactions in the class or type of
Commission process and review your
Additionally, the Exchange may cease
security to which the exchange extends
comments more efficiently, please use
trading the Units if such other event
only one method. The Commission will UTP. NYSEArca rules deem the Units to shall occur or condition exists which in
post all comments on the Commission’s be equity securities, thus trading in the
the opinion of the Exchange makes
Units will be subject to the Exchange’s
Internet Web site (https://www.sec.gov/
further dealings on the Exchange
rules/sro.shtml). Copies of the
inadvisable.
33 In approving this rule change, the Commission
submission, all subsequent
This approval order is conditioned on
notes that it has considered the proposed rule’s
amendments, all written statements
the Exchange’s adherence to these
impact on efficiency, competition, and capital
with respect to the proposed rule
representations.
formation. See 15 U.S.C. 78c(f).
change that are filed with the
The Commission finds good cause for
34 15 U.S.C. 78f(b)(5).
Commission, and all written
35 15 U.S.C. 78l(f).
approving this proposed rule change
communications relating to the
36 Section 12(a) of the Act, 15 U.S.C. 78l(a),
before the thirtieth day after the
generally prohibits a broker-dealer from trading a
proposed rule change between the
publication of notice thereof in the
Commission and any person, other than security on a national securities exchange unless
Federal Register. As noted previously,
the security is registered on that exchange pursuant
those that may be withheld from the
the Commission previously found that
to Section 12 of the Act. Section 12(f) of the Act
public in accordance with the
the listing and trading of these Units on
excludes from this restriction trading in any
security to which an exchange ‘‘extends UTP.’’
provisions of 5 U.S.C. 552, will be
the Amex is consistent with the Act.40
When an exchange extends UTP to a security, it
available for inspection and copying in
The Commission presently is not aware
allows its members to trade the security as if it were
the Commission’s Public Reference
of any issue that would cause it to
listed and registered on the exchange even though
Room. Copies of such filing also will be it is not so listed and registered.
39 15 U.S.C. 78k–1(a)(1)(C)(iii).
37 See Amex Order, supra note 4.
available for inspection and copying at
40 See Amex Order, supra note 4.
38 17 CFR 240.12f–5.
the principal office of the Exchange. All
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comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2006–11 and
should be submitted on or before June
23, 2006.
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revisit that earlier finding or preclude
the trading of these funds on the
Exchange pursuant to UTP. Therefore,
accelerating approval of this proposed
rule change should benefit investors by
creating, without undue delay,
additional competition in the market for
these Units.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act, that the
proposed rule change (SR–NYSEArca–
2006–11), is hereby approved on an
accelerated basis.41
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.42
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E6–8547 Filed 6–1–06; 8:45 am]
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Phlx Rule 1014(g)(i)(C) 4 to adopt a new
split price priority provision that
establishes priority for in-crowd
participants in split price transactions
over the quotations of participants that
are not located in the crowd (i.e., outof-crowd Streaming Quote Traders
(‘‘SQTs’’) 5 and Remote Streaming Quote
Traders (‘‘RSQTs’’) 6) even where the
market has a bid/ask differential of one
minimum trading increment.7 The text
of the proposed rule change, as
amended, is set forth below. Proposed
new language is in italics; deleted
language is in brackets.8
*
*
*
*
*
Obligations and Restrictions Applicable
to Specialists and Registered Options
Traders
BILLING CODE 8010–01–P
Rule 1014. (a)–(f) No change.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–53874; File No. SR–Phlx–
2006–18]
Self-Regulatory Organizations;
Philadelphia Stock Exchange, Inc.;
Notice of Filing and Order Granting
Accelerated Approval of a Proposed
Rule Change and Amendment No. 1
Thereto Relating to Split Price Priority
in Options
May 25, 2006.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1, and Rule 19b–4 2 thereunder,
notice is hereby given that on March 2,
2006, the Philadelphia Stock Exchange,
Inc. (‘‘Phlx’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. On May
9, 2006, Phlx filed an amendment to the
proposed rule change (‘‘Amendment No.
1’’).3 The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons and is approving the proposal
on an accelerated basis.
41 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 In Amendment No. 1, the Exchange revised the
rule text of the proposed rule change to clarify its
meaning and revised the purpose section to clarify
the operation of the Exchange’s current split price
priority rule and the proposed modification to that
rule.
jlentini on PROD1PC65 with NOTICES
42 17
VerDate Aug<31>2005
18:05 Jun 01, 2006
Jkt 208001
(g) Equity Option and Index Option
Priority and Parity
(i) (A)–(B)
(C) Purchase or sale priority for orders
of 100 contracts or more. If a member
purchases (sells) 50 or more option
contracts of a particular series at a
particular price or prices, he shall, at the
next lower (higher) price have priority
in purchasing (selling) up to the
equivalent number of option contracts
of the same series that he purchased
(sold) at the higher (lower) price or
prices, but only if his bid (offer) is made
promptly and the purchase (sale) so
effected represents the opposite side of
a transaction with the same order or
offer (bid) as the earlier purchase or
purchases (sale or sales).
4 Phlx Rule 1014(g)(i)(C) is subject to a pilot
program scheduled to expire on June 30, 2006. See
infra Section II. A.1.
5 An SQT is an ROT who has received permission
from the Exchange to generate and submit option
quotations electronically through AUTOM in
eligible options to which such SQT is assigned. An
SQT may only submit such quotations while such
SQT is physically present on the floor of the
Exchange. See Phlx Rule 1014(b)(ii)(A).
6 An RSQT is an ROT that is a member or member
organization with no physical trading floor
presence who has received permission from the
Exchange to generate and submit option quotations
electronically through AUTOM in eligible options
to which such RSQT has been assigned. An RSQT
may only submit such quotations electronically
from off the floor of the Exchange. See Phlx Rule
1014(b)(ii)(B).
7 Generally, all options on stocks, indexes, and
Exchange Traded Funds quoting in decimals at
$3.00 or higher have a minimum increment of $.10,
and those quoting in decimals under $3.00 have a
minimum increment of $.05. See Phlx Rule 1034(a).
8 The bracketed word ‘‘and’’ in the final sentence
of the rule text set forth below is indicated in
Exhibit 4 of the proposed rule change.
PO 00000
Frm 00144
Fmt 4703
Sfmt 4703
32171
When the market has a bid/ask
differential of one minimum trading
increment and the bid and/or offer
represent the quotation of an out-ofcrowd SQT or an RSQT, such member
shall have priority over such SQT and/
or RSQT with respect to both the bid
and the offer.
The Options Committee may increase
the ‘‘minimum qualifying order size’’
above 100 contracts for all products
under its jurisdiction. Announcements
regarding changes to the minimum
qualifying order size shall be made via
an Exchange circular. This paragraph is
subject to a pilot scheduled to expire
June 30, 2006, and shall only apply to
transactions in equity options (including
[and] options overlying Exchange
Traded Fund Shares (‘‘ETFs’’)) and only
to such transactions that are effected in
open outcry.
(h) No change.
Commentary: No change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change, as amended,
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item III below.
The Exchange has prepared summaries,
set forth in Sections A, B, and C below,
of the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to modify an existing pilot
program concerning split-price
transactions (‘‘pilot’’),9 which by virtue
of their size and the need to execute
them at multiple prices may be difficult
to execute without a limited exception
to current Exchange priority rules, as
described below. The pilot is scheduled
to expire on June 30, 2006.
The Exchange proposes to modify the
pilot such that when the market has a
bid/ask differential of one minimum
trading increment and the bid and/or
offer represent the quotation of an outof-crowd SQT or an RSQT, the rule
would apply to grant priority over such
9 See Securities Exchange Act Release No. 53021
(December 23, 2005), 70 FR 77435 (December 30,
2005) (SR–Phlx–2005–86).
E:\FR\FM\02JNN1.SGM
02JNN1
Agencies
[Federal Register Volume 71, Number 106 (Friday, June 2, 2006)]
[Notices]
[Pages 32164-32171]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-8547]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-53875; File No. SR-NYSEArca-2006-11]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Order Granting Accelerated Approval of Proposed Rule Change
Relating to the Trading of the United States Oil Fund, LP Pursuant to
Unlisted Trading Privileges
May 25, 2006.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on April 26, 2006, NYSE Arca, Inc. (the ``Exchange''), through its
wholly owned subsidiary NYSE Arca Equities, Inc. (``NYSE Arca
Equities'' or the ``Corporation''), filed with the Securities and
Exchange Commission (``Commission'') the proposed rule change as
described in Items I and II below, which Items have been prepared by
the Exchange. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons and is
approving the proposal on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange, through its wholly owned subsidiary NYSE Arca
Equities, proposes to amend its rules governing NYSE Arca, L.L.C. (also
referred to as the ``NYSE Arca Marketplace''), the equities trading
facility of NYSE Arca Equities. The Exchange proposes new NYSE Arca
Equities Rule 8.300 in order to permit trading, either by listing or
pursuant to unlisted trading privileges (``UTP''), units in a
partnership that is a commodity pool under the Commodity Exchange Act
(``CEA'') that is designed to track a specified commodity or index of
commodities by holding any combination of investments (i) comprised of
or based on futures contracts, options on futures contracts, forward
contracts, swaps, and over-the-counter (``OTC'') contracts for
commodities or based on price changes in commodities, and (ii) in
securities that may be required to satisfy margin or collateral
requirements associated with investments in the financial instruments
listed in item (i) above (such units are referred to generally herein
as ``Partnership Units''). Pursuant to these proposed rules, the
Exchange initially proposes to trade, pursuant to UTP, units
(``Units'') of the United States Oil Fund, LP (``USOF'' or the
``Partnership'').
The text of the proposed rule change appears below. Additions are
underlined.
* * * * *
Rules of NYSE Arca Equities, Inc.
Rule 8.300
Partnership Units
(a) The Corporation will consider for trading, whether by listing
or pursuant to unlisted trading privileges, Partnership Units that meet
the criteria of this Rule.
(b) Definitions. The following terms as used in the Rule shall,
unless the context otherwise requires, have the meanings herein
specified:
(1) Commodity. The term ``commodity'' is defined in Section 1(a)(4)
of the Commodity Exchange Act.
(2) Partnership Units. The term ``Partnership Units'' for purposes
of this Rule means a security (a) that is issued by a partnership that
invests in any combination of futures contracts, options on futures
contracts, forward contracts, commodities and/or securities; and (b)
that is issued and redeemed daily in specified aggregate amounts at net
asset value.
(c) Designation. The Corporation may list and trade Partnership
Units based on an underlying asset, commodity or security. Each issue
of a Partnership Unit shall be designated as a separate series and
shall be identified by a unique symbol.
(d) Initial and Continued Listing. Partnership Units will be listed
and/or traded on the Corporation subject to application of the
following criteria:
(1) Initial Listing--The Corporation will establish a minimum
number of Partnership Units required to be outstanding at the time of
commencement of trading on the Corporation.
(2) Continued Listing--The Corporation will consider removing from
listing Partnership Units under any of the following circumstances:
(i) if following the initial twelve month period following the
commencement of trading of Partnership Units, (A) the partnership has
more than 60 days remaining until termination and there are fewer than
50 record and/or beneficial holders of Partnership Units for 30 or more
consecutive trading days; (B) if the partnership has fewer than 50,000
Partnership Units issued and outstanding; or (C) if the market value of
all Partnership Units issued and outstanding is less than $1,000,000;
(ii) if the value of the underlying benchmark investment, commodity
or asset is no longer calculated or available on at least a 15-second
delayed basis or the Corporation stops providing a hyperlink on its Web
site to any such investment, commodity, or asset value;
(iii) if the Indicative Partnership Value is no longer made
available on at least a 15-second delayed basis; or
(iv) if such other event shall occur or condition exists which in
the opinion of the Corporation makes further dealings on the
Corporation inadvisable.
Upon termination of a partnership, the Corporation requires that
Partnership Units issued in connection with such partnership be removed
from Corporation listing. A partnership will terminate in accordance
with the provisions of the partnership prospectus.
(3) Term--The stated term of the partnership shall be as stated in
the prospectus. However, such entity may be terminated under such
earlier circumstances as may be specified in the Partnership
prospectus.
(4) General Partner--The following requirements apply:
(i) The general partner of a partnership must be an entity having
substantial capital and surplus and the experience and facilities for
handling partnership business. In cases where, for any reason, an
individual has been appointed as general partner, a qualified entity
must also be appointed as general partner.
(ii) No change is to be made in the general partner of a listed
issue without prior notice to and approval of the Corporation.
(5) Voting--Voting rights shall be as set forth in the applicable
partnership prospectus.
(e) Market Maker Accounts.
[[Page 32165]]
(1) An ETP Holder acting as a registered Market Maker in
Partnership Units is obligated to comply with Rule 7.26 pertaining to
limitations on dealings when such Market Maker, or affiliate of such
Market Maker, engages in Other Business Activities. For purposes of
Partnership Units, Other Business Activities shall include acting as a
Market Maker or functioning in any capacity involving market-making
responsibilities in the underlying asset or commodity, related futures
or options on futures, or any other related derivatives. However, an
approved person of an ETP Holder acting as a registered Market Maker in
Partnership Units that has established and obtained Corporation
approval of procedures restricting the flow of material, non-public
market information between itself and the ETP Holder pursuant to Rule
7.26, and any member, officer or employee associated therewith, may act
in a market making capacity, other than as a Market Maker in the
Partnership Units on another market center, in the underlying asset or
commodity, related futures or options on futures, or any other related
derivatives.
(2) The ETP Holder acting as a registered Market Maker in
Partnership Units must file, with the Corporation, in a manner
prescribed by the Corporation, and keep current a list identifying all
accounts for trading the underlying asset or commodity, related futures
or options on futures, or any other related derivatives, which the ETP
Holder acting as registered Market Maker may have or over which it may
exercise investment discretion. No ETP Holder acting as registered
Market Maker in the Partnership Units shall trade in the underlying
asset or commodity, related futures or options on futures, or any other
related derivatives, in an account in which an ETP Holder acting as a
registered Market Maker, directly or indirectly, controls trading
activities, or has a direct interest in the profits or losses thereof,
which has not been reported to the Corporation as required by this
Rule.
(3) In addition to the existing obligations under Corporation rules
regarding the production of books and records (See, e.g. Rule 4.4), the
ETP Holder acting as a registered Market Maker in Partnership Units
shall make available to the Corporation such books, records or other
information pertaining to transactions by such entity or any limited
partner, officer or approved person thereof, registered or non-
registered employee affiliated with such entity for its or their own
accounts in the underlying asset or commodity, related futures or
options on futures, or any other related derivatives, as may be
requested by the Corporation.
(4) In connection with trading the underlying asset or commodity,
related futures or options on futures or any other related derivative
(including Partnership Units), the ETP Holder acting as a registered
Market Maker in Partnership Units shall not use any material nonpublic
information received from any person associated with an ETP Holder or
employee of such person regarding trading by such person or employee in
the physical asset or commodity, futures or options on futures, or any
other related derivatives.
(f) Limitation of Corporation Liability. Neither the Corporation
nor any agent of the Corporation shall have any liability for damages,
claims, losses or expenses caused by any errors, omissions, or delays
in calculating or disseminating any underlying asset or commodity
value, the current value of the underlying asset or commodity if
required to be deposited to the partnership in connection with issuance
of Partnership Units; net asset value; or other information relating to
the purchase, redemption or trading of Partnership Units, resulting
from any negligent act or omission by the Corporation or any agent of
the Corporation, or any act, condition or cause beyond the reasonable
control of the Corporation or its agent, including, but not limited to,
an act of God; fire; flood; extraordinary weather conditions; war;
insurrection; riot; strike; accident; action of government;
communications or power failure; equipment or software malfunction; or
any error, omission or delay in the reports of transactions in an
underlying asset or commodity.
The Corporation will file separate proposals under Section 19(b) of
the Securities Exchange Act of 1934 before listing and trading separate
and distinct Partnership Units designated on different underlying
investments, commodities and/or assets.
Commentary
.01 The Exchange requires that Equity Trading Permit holders
provide to all purchasers of newly issued Partnership Units a
prospectus for the series of Partnership Units.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of, and basis for, the proposed rule change. The
text of these statements may be examined at the places specified in
Item III below, and is set forth in Sections A, B, and C below.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to add new NYSE Arca Equities Rule 8.300 in
order to permit trading, either by listing or pursuant to UTP, units in
a partnership that holds commodity-based or linked investments.
Pursuant to this proposed rule, the Exchange initially proposes to
trade pursuant to UTP the Units, which represent ownership of a
fractional undivided interest in the net assets of USOF.\3\ The
Commission previously approved the original listing and trading of the
Units by the American Stock Exchange LLC (``Amex'').\4\
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\3\ USOF, a Delaware limited partnership, is a commodity pool.
The Exchange states that USOF is not an investment company as
defined in Section 3(a) of the Investment Company Act of 1940. The
offering of the Units of the Partnership is registered with the
Commission under the Securities Act of 1933.
\4\ See Securities Exchange Act Release Nos. 53582 (March 31,
2006), 71 FR 17510 (April 6, 2006) (order granting approval to SR-
Amex-2005-127) (``Amex Order''); 53324 (February 16, 2006), 71 FR
9614 (February 24, 2006) (``USOF Notice'').
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The investment objective of the USOF is for its net asset value
(``NAV'') \5\ to reflect the performance of the spot price of West
Texas Intermediate light, sweet crude oil delivered to Cushing,
Oklahoma (the ``WTI light, sweet crude oil''),\6\ as represented by the
performance of the price of the ``Benchmark Oil Futures Contract,''
less the expense of operation of USOF. The ``Benchmark Oil Futures
Contract'' is the near-month (i.e., spot month) future contract for
delivery of WTI light, sweet crude oil traded on the New York
Mercantile Exchange (``NYMEX'').\7\
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\5\ NAV is the total assets, less total liabilities of USOF,
determined on the basis of generally accepted accounting principles.
NAV per Unit is the NAV of USOF divided by the number of outstanding
Units.
\6\ The types of crude oil are typically described by a
combination of their physical attributes and their place of origin.
A few of these types of crude oil are widely traded and their prices
serve as benchmarks in determining the spot and forward prices of
the other types of crude oil. The three most important types of
crude oil that are used as benchmarks are the light, sweet crude oil
from the United States known as ``West Texas Intermediate,'' a
light, sweet crude oil from Europe's North Sea known as ``Brent
Crude,'' and a medium crude oil from the Middle East known as
``Dubai Crude.'' These three types of crude oil are the ones used
most frequently in the trading of listed futures contracts, listed
options, and non-exchange listed derivative contracts based on crude
oil.
\7\ The Exchange will file a Form 19b-4 to obtain Commission
approval for the continued trading of the Units should the General
Partner change the Benchmark Oil Futures Contract from this NYMEX
WTI light, sweet crude oil futures contract.
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[[Page 32166]]
The assets of USOF will consist of futures contracts for light,
sweet crude oil and other petroleum based fuels that are traded on the
NYMEX or other U.S. and foreign exchanges \8\ (collectively, ``Oil
Futures Contracts''). USOF will also purchase other oil interests, such
as cash-settled options on Oil Futures Contracts, forward contracts for
oil, and OTC transactions that are based on the price of oil, other
petroleum-based fuels, and indices based on the foregoing
(collectively, ``Other Oil Interests''). (Oil Futures Contracts and
Other Oil Interests are collectively referred to as ``Oil Interests.'')
The Oil Interests for light, sweet crude oil and other petroleum based
fuels in which USOF will invest are based on domestic oil, (WTI light,
sweet crude oil), international oil (Brent Crude Oil), heating oil,
natural gas, and gasoline. A description of these commodities and the
primary trading market for futures contracts based on such commodities
is set forth in the USOF Notice.\9\
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\8\ USOF will primarily purchase WTI light, sweet crude Oil
Futures Contracts traded on the NYMEX, but may also purchase Oil
Futures Contracts on other exchanges, including the Intercontinental
Exchange, formerly known as the International Petroleum Exchange,
which operates its futures business through ICE Futures (``ICE
Futures'') and the Singapore Oil Exchange.
\9\ See USOF Notice, supra note 4.
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USOF will also invest in short term obligations of the United
States Government (``Treasuries'') to be used to satisfy its current or
future margin and collateral requirements and to otherwise satisfy its
obligations with respect to its investments in Oil Interests.
(a) The Units. In January 2005, the Commission approved an Exchange
rule (NYSE Arca Equities Rule 8.201) for the listing and trading of
Commodity-Based Trust Shares.\10\ Commodity-Based Trust Shares are
trust issued receipts (``TIRs'') based on the value of an underlying
commodity or index of commodities held by a trust. Because of USOF's
structure as a partnership and the nature of its investments, the
current Commodity-Based Trust Shares rule (NYSE Arca Equities Rule
8.201) does not specifically permit the Exchange to trade this product.
This proposal seeks to expand the ability of the Exchange to list and/
or trade securities based on a portfolio of underlying investments that
may not be ``securities'' in circumstances where the issuer is a
partnership, organized as a commodities pool under the CEA.
---------------------------------------------------------------------------
\10\ See Securities Exchange Act Release Nos. 51067 (January 21,
2005), 70 FR 3952 (January 27, 2005) (approving general standards
for the listing and trading of Commodity-Based Trust Shares and
trading pursuant to UTP of shares of the iShares(r) COMEX Gold
Trust); 51245 (February 23, 2005), 70 FR 10731-01 (March 4, 2005)
(approving the trading pursuant to UTP of shares of the
streetTRACKS[reg] Gold Trust); 53520 (March 20, 2006), 71 FR 14977
(March 24, 2006) (approving the trading pursuant to UTP of shares of
the iShares Silver Trust). See also Securities Exchange Act Release
No. 53736 (April 27, 2006), 71 FR 26582 (May 5, 2006) (proposal to
trade pursuant to UTP shares of the DB Commodity Index Tracking
Fund).
---------------------------------------------------------------------------
Under proposed NYSE Arca Equities Rule 8.300, the Exchange would be
able to trade pursuant to UTP the Units issued by USOF. For units
issued by other commodity-based partnerships or other types of units
issued by USOF, if any, the Exchange would submit a filing pursuant to
Section 19(b) of the Act, subject to the review and approval of the
Commission.
A description of the liquidity, depth, and pricing mechanisms of
the international oil market, the regulation of futures, operation of
the USOF, and a description of the Units is set forth in the Amex Order
and the USOF Notice.\11\ To summarize, issuances of Units will be made
only in baskets of 100,000 Units or multiples thereof (a ``Basket'').
The Partnership will issue and redeem Baskets of the Units on a
continuous basis by or through participants who have entered into
authorized purchaser agreements (each, an ``Authorized Purchaser'')\12\
with the General Partner,\13\ at the net asset value (``NAV'') per Unit
next determined after an order to purchase the Units in a Basket is
received in proper form. Baskets may be issued and redeemed on any
Business day (defined as any day other than a day on which the Amex,
the NYMEX, or the New York Stock Exchange is closed for regular
trading) through ALPS Distributors, Inc. (the ``Marketing Agent'') in
exchange for cash and/or Treasuries, which Brown Brothers Harriman &
Co. (the ``Custodian'' and the ``Administrator'') receives from
Authorized Purchasers or transfers to Authorized Purchasers, in each
case on behalf of USOF. Baskets are then separable upon issuance into
identical Units that will be traded on the NYSE Arca Marketplace as
equity securities.\14\
---------------------------------------------------------------------------
\11\ See supra note 4.
\12\ An ``Authorized Purchaser'' is a person, who at the time of
submitting to the General Partner an order to create or redeem one
or more Baskets, (i) is a registered broker-dealer or other market
participant, such as a bank or other financial institution that is
exempt from broker-dealer registration, (ii) is a Depository Trust
Company Participant, and (iii) has in effect a valid Authorized
Purchaser Agreement.
\13\ The General Partner is Victoria Bay Asset Management, LLC,
a single member Delaware limited liability company wholly owned by
Wainwright Holdings, Inc. The General Partner, which was formed for
the specific purpose of managing and controlling USOF, has
registered as a Commodity Pool Operator (``CPO'') with the Commodity
Futures Trading Commission (``CFTC'') and has become a member of the
National Futures Association (``NFA'').
\14\ The Exchange expects that the number of outstanding Units
will increase and decrease as a result of creations and redemptions
of Baskets.
---------------------------------------------------------------------------
Baskets will be issued in exchange for Treasuries and/or cash in an
amount equal to the NAV per Unit times 100,000 Units (the ``Basket
Amount''). Authorized Purchasers that wish to purchase a Basket must
transfer the Basket Amount to the Administrator (the ``Deposit
Amount''). Authorized Purchasers that wish to redeem a Basket will
receive an amount of Treasuries and cash in exchange for each Basket
surrendered in an amount equal to the NAV per Basket (the ``Redemption
Amount'').
On each business day, the Administrator will make available, prior
to 9:30 a.m. Eastern Time (``ET''), the estimated Basket Amount for the
creation of a Basket based on the prior day's NAV.\15\ According to the
Amex Order, the Amex will disseminate at least every 15 seconds
throughout the trading day, via the facilities of the Consolidated Tape
Association (``CTA''), an amount representing, on a per Unit basis, the
current indicative value of the Basket Amount (See ``Indicative
Partnership Value'' below). Shortly after 4 p.m. ET, the Administrator
will determine the NAV for USOF as described below. At or about 4 p.m.
ET on each business day, the Administrator will determine the Actual
Basket Amount (``Actual Basket Amount'') for orders placed by
Authorized Purchasers received before 12 p.m. ET that day. Thus,
although Authorized Purchasers place orders to purchase Units during
the trading day until 12 p.m. ET, the Actual Basket Amount is
determined as of 4 p.m. ET.
---------------------------------------------------------------------------
\15\ The Administrator will make available an ``estimated''
Basket Amount prior to the opening of trading on the Exchange,
rather than the Actual Basket Amount, which will not be available
until shortly after 4 p.m. ET each business day, as described below.
All such information (NAV, Actual Basket Amount, Estimated Basket
Amount, and daily disclosure of portfolio holdings) will be
available to all market participants at the same time to avoid any
informational disadvantage.
---------------------------------------------------------------------------
Shortly after 4 p.m. ET on each business day, the Administrator,
Amex, and the General Partner will disseminate the NAV for the Units
and the Actual Basket Amount (for orders placed during the day). The
Basket Amount and the NAV are communicated by the Administrator to all
Authorized Purchasers via facsimile or electronic mail message.
According to the Amex Order, the Amex will also disclose the NAV and
the Actual Basket Amount on its Web site at https://
[[Page 32167]]
www.amex.com.\16\ On each day that the Amex is open for regular
trading, the Administrator will adjust the Deposit Amount as
appropriate to reflect the prior day's Partnership NAV and accrued
expenses. The Administrator will then determine the Deposit Amount for
a given business day.
---------------------------------------------------------------------------
\16\ See supra note 15.
---------------------------------------------------------------------------
The Administrator will calculate NAV as follows: (1) Determine the
current value of USOF assets and (2) subtract the liabilities of USOF.
The NAV will be calculated at 4 p.m. ET using the settlement value \17\
of Oil Futures Contracts traded on the NYMEX as of the close of open-
outcry trading on the NYMEX at 2:30 p.m. ET, and for the value of other
Oil Futures Interests and Treasuries, the value of such investments as
of the earlier of 4 p.m. ET or the close of trading on the New York
Stock Exchange. The NAV is calculated by including any unrealized
profit or loss on Oil Futures Contracts and other Oil Interests and any
other credit or debit accruing to USOF but unpaid or not received by
USOF. The NAV is then used to compute all fees (including the
management and administrative fees) that are calculated from the value
of Partnership assets. The Administrator will calculate the NAV per
unit by dividing the NAV by the number of Units outstanding. The
calculation methodology for the NAV is described in more detail in the
Amex Order.
---------------------------------------------------------------------------
\17\ See NYMEX Rule 6.52.
---------------------------------------------------------------------------
The Units will not be individually redeemable but will only be
redeemable in Baskets. To redeem, an Authorized Participant will be
required to accumulate enough Units to constitute a Basket (i.e.,
100,000 Units). Authorized Participants that wish to redeem a Basket
will receive the Redemption Amount in exchange for each Basket
surrendered.\18\ The operation of the Partnership and creation and
redemption process is described in more detail in the Amex Order.
---------------------------------------------------------------------------
\18\ Authorized Purchasers are required to pay a transaction fee
of $1,000 for each order to create or redeem one or more Baskets.
---------------------------------------------------------------------------
(b) Dissemination and Availability of Information.
(i) Oil Futures Contracts
The daily settlement prices for the NYMEX traded Oil Futures
Contracts held by USOF are publicly available on the NYMEX Web site at
https://www.nymex.com. The Exchange's Web site at https://
www.nysearca.com will also include a hyperlink to the NYMEX Web site
for the purpose of disclosing futures contract pricing. In addition,
various market data vendors and news publications publish futures
prices and related data. The Exchange represents that quote and last
sale information for the Oil Futures Contracts are widely disseminated
through a variety of market data vendors worldwide, including Bloomberg
and Reuters. According to the Amex Order, last sale information for the
Benchmark Oil Futures Contract will be updated and disseminated at
least every 15 seconds by one or more major market data vendors during
the time the Units trade. However, from 2:30 p.m. ET to the opening of
NYMEX ACCESS at 3:15 p.m. ET, the pricing for the Benchmark Oil Futures
Contract will not be updated. The Exchange further represents that
real-time futures data is available by subscription from Reuters and
Bloomberg. The NYMEX also provides delayed futures information on
current and past trading sessions and market news free of charge on its
Web site. The specific contract specifications for the Oil Futures
Contracts are also available on the NYMEX Web site and the ICE Futures
Web site at https://www.theice.com.
(ii) USOF Units
The Web site for USOF, which will be publicly accessible at no
charge and to which the Exchange will provide a hyperlink on its Web
site (https://www.nysearca.com), will include the following information:
(1) The prior business day's NAV and the reported closing price; (2)
the mid-point of the bid-ask price \19\ in relation to the NAV as of
the time the NAV is calculated (the ``Bid-Ask Price''); (3) calculation
of the premium or discount of such price against such NAV; (4) data in
chart form displaying the frequency distribution of discounts and
premiums of the Bid-Ask Price against the NAV, within appropriate
ranges for each of the four previous calendar quarters; (5) the
prospectus and the most recent periodic reports filed with the
Commission or required by the CFTC; and (6) other applicable
quantitative information. In addition, information on USOF's daily
portfolio holdings will be available on its Web site at https://
www.unitedstatesoilfund.com and will be equally accessible to investors
and Authorized Purchasers.
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\19\ The Bid-Ask Price of Units is determined using the highest
bid and lowest offer as of the time of calculation of the NAV.
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As described above, the NAV for USOF will be calculated and
disseminated daily. According to the Amex Order, the Amex also intends
to disseminate for USOF on a daily basis by means of CTA/CQ High Speed
Lines information with respect to the Indicative Partnership Value (as
discussed below), recent NAV, Units outstanding, the estimated Basket
Amount and the Deposit Amount (e.g., the Actual Basket Amount). The
Exchange will make available on its Web site daily trading volume,
closing prices and the NAV. The closing price and settlement prices of
the Oil Futures Contracts held by USOF are also readily available from
the NYMEX, automated quotation systems, published or other public
sources, or on-line information services such as Bloomberg or Reuters.
In addition, the Exchange will provide a hyperlink on its Web site at
https://www.nysearca.com to USOF's Web site.
(iii) Indicative Partnership Value
According to the Amex Order, the Amex will disseminate through the
facilities of the CTA an updated Indicative Partnership Value (the
``Indicative Partnership Value'') per Unit basis at least every 15
seconds from 9:30 a.m. to 4:15 p.m. ET. The Indicative Partnership
Value will be calculated based on the Treasuries and cash required for
creations and redemptions (i.e., NAV per limit x 100,000) adjusted to
reflect the price changes of the current Benchmark Oil Futures
Contract.
The Indicative Partnership Value will not reflect price changes to
the price of the current Benchmark Oil Futures Contract between the
close of open-outcry trading of these oil futures contract on the NYMEX
at 2:30 p.m. ET and the open of trading on the NYMEX ACCESS market at
3:15 p.m. ET.\20\ The Indicative Partnership Value after 3:15 p.m. ET
will reflect changes to the current Benchmark Oil Futures Contract as
provided for through NYMEX ACCESS. The value of a Unit may accordingly
be influenced by the non-concurrent trading hours of the Amex and
NYMEX. While the Units will trade on the Amex from 9:30 a.m. to 4:15
p.m. ET, the current Benchmark Oil Futures Contract will trade, in
open-outcry, on the NYMEX from 10 a.m. ET to 2:30 p.m. ET and NYMEX
ACCESS from 3:15 p.m. ET through the following morning 9:50 a.m. ET.
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\20\ NYMEX ACCESS[reg], an electronic trading system, is open
for price discovery on the NYMEX light, sweet crude oil futures
contract each Monday through Thursday at 3:15 p.m. ET through the
following morning at 9:50 a.m. ET, from 3:15-5 p.m. Friday, and from
7 p.m. Sunday night until Monday morning 9:50 a.m. ET. Telephone
Conference between David Strandberg, Director, NYSE Arca Equities
Inc., and Angela Muehr, Attorney, Division of Market Regulation
(``Division''), Commission, on May 25, 2006.
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[[Page 32168]]
While the NYMEX (open outcry) is open for trading, the Indicative
Partnership Value can be expected to closely approximate the value per
unit of the Basket Amount.\21\ However, during Exchange trading hours
when the Oil Futures Contracts have ceased trading, spreads and
resulting premiums or discounts may widen, and therefore, increase the
difference between the price of the Units and the NAV of the Units. The
Exchange believes that dissemination of the Indicative Partnership
Value based on the cash amount required for a Basket provides
additional information that is not otherwise available to the public
and is useful to professionals and investors in connection with the
Units trading on NYSE Arca Marketplace or the creation or redemption of
the Units.
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\21\ Telephone Conference between David Strandberg, Director,
NYSE Arca Equities Inc., and Angela Muehr, Attorney, Division,
Commission, on May 25, 2006.
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(c) Continued Listing and UTP Trading Criteria. While the Exchange
immediately seeks to trade the Units pursuant to UTP, the Exchange is
also adopting general initial and continued listing standards
applicable to all Partnership Units in the event the Exchange were to
list such Partnership Units. In such an event, the Exchange would still
file a Form 19b-4 to list such Partnership Units. Nevertheless, such
continued listing standards are included below.
When the Exchange is the listing market for Partnership Units, the
Partnership will be subject to the continued listing and trading
criteria under proposed new NYSE Arca Equities Rule 8.300. In
particular, the proposed continued listing criteria provides that the
Exchange will consider removal from listing of such Partnership Units
under any of the following circumstances:
If, following the initial twelve month period from the
date of commencement of trading of the Partnership Units, (i) the
Partnership has more than 60 days remaining until termination and there
are fewer than 50 record and/or beneficial holders of the Partnership
Units for 30 or more consecutive trading days; (ii) the Partnership has
fewer than 50,000 Partnership Units issued and outstanding; or (iii)
the market value of all Partnership Units issued and outstanding is
less than $1,000,000;
If the value of the underlying benchmark investment,
commodity or asset is no longer calculated or available on at least a
15-second delayed basis or the Exchange stops providing a hyperlink on
its Web site to any such investment, commodity or asset value;
If the Indicative Partnership Value is no longer made
available on at least a 15-second delayed basis; or
If such other event shall occur or condition exists which
in the opinion of the Exchange makes further dealings on the Exchange
inadvisable.
In addition, the Exchange will remove Partnership Units from
listing and trading upon termination of the Partnership.
If the Exchange is trading Partnership Units pursuant to UTP, such
as the Units, then the Exchange will cease trading in the Units if (i)
the listing market stops trading the Units because of a regulatory halt
similar to a halt based on NYSE Arca Equities Rule 7.12 or a halt
because the Indicative Partnership Value or the value of the underlying
spot commodity or Oil Futures Contract is no longer available; or (ii)
the listing market delists the Units. Additionally, the Exchange may
cease trading the Units if such other event shall occur or condition
exists which in the opinion of the Exchange makes further dealings on
the Exchange inadvisable.
The Exchange represents that it prohibits the initial and/or
continued listing of any security that is not in compliance with Rule
10A-3 under the Exchange Act.\22\
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\22\ See Rule 10A-3(c)(7), 17 CFR 240.10A-3(c)(7) (stating that
a listed issuer is not subject to the requirements of Rule 10A-3 if
the issuer is organized as an unincorporated association that does
not have a board of directors and the activities of the issuer are
limited to passively owning or holding securities or other assets on
behalf of or for the benefit of the holders of the listed
securities).
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(d) Trading Rules. The Exchange deems the Units to be equity
securities, thus rendering trading in the Partnership subject to the
Exchange's existing rules governing the trading of equity securities.
Trading in the Units on the Exchange will occur in accordance with NYSE
Arca Equities Rule 7.34(a), except that the Units will not be eligible
to trade during the Opening Session (4 a.m. to 9:30 a.m. ET) or the
Late Trading Session (4:15 p.m. to 8 p.m. ET) unless the Indicative
Partnership Value is disseminated during that time.\23\ The Exchange
has appropriate rules to facilitate transactions in the Units during
all trading sessions. The minimum trading increment for Units on the
Exchange will be $0.01.
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\23\ If the Indicative Partnership Value is disseminated during
the Opening and/or Late Trading Sessions, NYSE Arca will file a
proposal under Section 19(b) of the Act before permitting trading
during those Sessions.
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Further, the Exchange has proposed new NYSE Arca Equities Rule
8.300(e), which sets forth certain restrictions on ETP Holders acting
as registered Market Makers in Units to facilitate surveillance. NYSE
Arca Equities Rule 8.300(e)(2)-(3) will require that the ETP Holder
acting as a registered Market Maker in the Units provide the Exchange
with necessary information relating to its trading in the underlying
asset or commodity, related futures or options on futures, or any other
related derivatives. NYSE Arca Equities Rule 8.300(e)(4) will prohibit
the ETP Holder acting as a registered Market Maker in the Units from
using any material nonpublic information received from any person
associated with an ETP Holder or employee of such person regarding
trading by such person or employee in the underlying asset or
commodity, related futures or options on futures or any other related
derivative (including the Units). In addition, NYSE Arca Equities Rule
8.300(e)(1) will prohibit the ETP Holder acting as a registered Market
Maker in the Units from being affiliated with a market maker in the
underlying asset or commodity, related futures or options on futures or
any other related derivative unless adequate information barriers are
in place, as provided in NYSE Arca Equities Rule 7.26.
As a general matter, the Exchange has regulatory jurisdiction over
its ETP Holders and their associated persons, which includes any person
or entity controlling an ETP Holder, as well as a subsidiary or
affiliate of an ETP Holder that is in the securities business. A
subsidiary or affiliate of an ETP Holder that does business only in
commodities or futures contracts would not be subject to Exchange
jurisdiction, but the Exchange could obtain information regarding the
activities of such subsidiary or affiliate through surveillance sharing
agreements with regulatory organizations of which such subsidiary or
affiliate is a member.
With respect to trading halts, the Exchange may consider all
relevant factors in exercising its discretion to halt or suspend
trading in the Units. Trading in the Units may be halted because of
market conditions or for reasons that, in the view of the Exchange,
make trading in the Units inadvisable. These may include (i) the extent
to which trading is not occurring in the current Benchmark Oil Futures
Contract, or (ii) whether other unusual conditions or circumstances
detrimental to the maintenance of a fair and orderly market are
present. In addition, trading in Units will be subject to trading halts
caused by extraordinary market
[[Page 32169]]
volatility pursuant to the Exchange's ``circuit breaker'' rule \24\ or
by the halt or suspension of the trading of the current Benchmark Oil
Futures Contract.
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\24\ See NYSE Arca Equities Rule 7.12.
---------------------------------------------------------------------------
If the Exchange is the listing market for Partnership Units, the
Exchange will halt trading in the Partnership Units if: (i) The value
of the underlying benchmark investment, commodity or asset updated at
least every 15 seconds from a source not affiliated with the sponsor,
partnership, or the Exchange is no longer available; (ii) the
Indicative Partnership Value per Unit updated at least every 15 seconds
is no longer available, or (iii) the Exchange stops providing on the
Exchange's Web site, via a hyperlink to the partnership's Web site,
such value of the underlying investment, commodity or asset and
Indicative Partnership Value per Unit.\25\
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\25\ In the event the value of the underlying benchmark
investment, commodity or asset or the Indicative Partnership Value
is no longer calculated or disseminated, the Exchange would
immediately contact the Commission to discuss measures that may be
appropriate under the circumstances.
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If the Exchange is trading Partnership Units pursuant to UTP, such
as the Units, the Exchange will cease trading the Units if (i) the
listing market stops trading the Units because of a regulatory halt
similar to NYSE Arca Equities Rule 7.12 or a halt because the
Indicative Partnership Value or the value of the underlying spot
commodity or Oil Futures Contract is no longer available, or (ii) the
listing market delists the Units. Additionally, the Exchange may cease
trading the Units if such other event shall occur or condition exists
which in the opinion of the Exchange makes further dealings on the
Exchange inadvisable.
Units will be deemed ``Eligible Listed Securities,'' as defined in
NYSE Arca Equities Rule 7.55, for purposes of the Intermarket Trading
System (``ITS'') Plan and therefore will be subject to the trade
through provisions of NYSE Arca Equities Rule 7.56, which require that
ETP Holders avoid initiating trade-throughs for ITS securities.
USOF sought and received certain exemptive relief for the Units,
including relief from the short sale rule, Rule 10a-1, and Regulation
SHO under the Act.\26\
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\26\ See letter from James A. Brigagliano, Acting Associate
Director, Division, Commission, to Mr. James M. Cain, Esq.,
Sutherland, Asbill & Brennan LLP, dated April 7, 2006.
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(e) Surveillance. The Exchange intends to utilize its existing
surveillance procedures applicable to derivative products and shares of
the streetTRACKS Gold Trust \27\ to monitor trading in the Units. The
Exchange represents that these procedures are adequate to monitor
Exchange trading of the Units.
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\27\ See supra note 10.
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The Exchange's current trading surveillance focuses on detecting
securities trading outside their normal patterns. When such situations
are detected, surveillance analysis follows and investigations are
opened, where appropriate, to review the behavior of all relevant
parties for all relevant trading violations. The Exchange is able to
obtain information regarding trading in the Units and the underlying
Oil Futures Contracts through ETP Holders in connection with such ETP
Holders' proprietary or customer trades which they effect on any
relevant market. In addition, the Exchange may obtain trading
information via the Intermarket Surveillance Group (``ISG'') from other
exchanges who are members or affiliates of the ISG, including the CBOT.
In addition, the Exchange has an Information Sharing Agreement in place
with NYMEX for the purpose of providing information in connection with
trading in or related to futures contracts traded on the NYMEX. To the
extent that USOF invests in Oil Interests traded on other exchanges,
the Exchange will enter into information sharing agreements, acceptable
to the Commission staff, with those particular exchanges.\28\
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\28\ In such event, the Exchange will file a proposed rule
change pursuant to Rule 19b-4 of the Act, indicating such
surveillance arrangements.
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(f) Information Bulletin. Prior to the commencement of trading, the
Exchange will inform its ETP Holders in an Information Bulletin of the
special characteristics and risks associated with trading the Units.
Specifically, the Information Bulletin will discuss the following: (i)
The procedures for purchases and redemptions of Units in Baskets (and
that Units are not individually redeemable); (ii) NYSE Arca Equities
Rule 9.2(a),\29\ which imposes a duty of due diligence on its ETP
Holders to learn the essential facts relating to every customer prior
to trading the Units; (iii) how information regarding the Indicative
Partnership Value is disseminated; (iv) the requirement that ETP
Holders deliver a prospectus to investors purchasing newly issued Units
prior to or concurrently with the confirmation of a transaction; and
(v) trading information. For example, the Information Bulletin will
advise ETP Holders, prior to the commencement of trading, of the
prospectus delivery requirements applicable to the Partnership. The
Exchange notes that investors purchasing Units directly from the
Partnership (by delivery of the Deposit Amount) will receive a
prospectus. ETP Holders purchasing Units from the Partnership for
resale to investors will deliver a prospectus to such investors.
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\29\ The Exchange has proposed to amend NYSE Arca Equities Rule
9.2(a) (``Diligence as to Accounts'') to provide that ETP Holders,
before recommending a transaction, must have reasonable grounds to
believe that the recommendation is suitable for the customer based
on any facts disclosed by the customer as to his other security
holdings and as to his financial situation and needs. Further, the
proposed rule amendment provides that prior to the execution of a
transaction recommended to a non-institutional customer, the ETP
Holders should make reasonable efforts to obtain information
concerning the customer's financial status, tax status, investment
objectives and any other information that they believe would be
useful to make a recommendation. See Amendment No. 1 to SR-PCX-2005-
115 (November 21, 2005).
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In addition, the Information Bulletin will reference that the
Partnership is subject to various fees and expenses described in the
Registration Statement. The Information Bulletin will also reference
the fact that there is no regulated source of last sale information
regarding physical commodities, and that the Commission has no
jurisdiction over the trading of WTI light, sweet crude oil, Brent
crude oil, heating oil, gasoline, natural gas or other petroleum-based
fuels, that the CFTC has regulatory jurisdiction over the trading of
oil-based futures contracts and related options, and that trading in
certain OTC commodity based derivatives is not within the jurisdiction
of the CFTC and may therefore be effectively unregulated. Further, the
Information Bulletin will disclose that the NAV for the Units will be
calculated shortly after 4 p.m. ET each trading day.
The Information Bulletin will also discuss any relief, if granted,
by the Commission or the staff from any rules under the Act.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act \30\ in general and furthers the
objectives of Section 6(b)(5),\31\ in particular, in that it is
designed to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transaction in securities, to remove impediments and perfect the
mechanisms of a free and open market, and, in general, to protect
investors and the public interest.
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\30\ 15 U.S.C. 78s(b).
\31\ 15 U.S.C. 78s(b)(5).
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In addition, the Exchange believes that the proposal is consistent
with Rule 12f-5 under the Act \32\ because it deems the Units to be
equity securities, thus rendering the Units subject to the
[[Page 32170]]
Exchange's existing rules governing the trading of equity securities.
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\32\ 17 CFR 240.12f-5.
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments on the proposed rule change were neither solicited
nor received.
III. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2006-11 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, Station Place, 100 F
Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2006-11. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room. Copies of such
filing also will be available for inspection and copying at the
principal office of the Exchange. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-NYSEArca-2006-11 and should be submitted on or before
June 23, 2006.
IV. Commission's Findings and Order Granting Accelerated Approval of
Proposed Rule Change
The Commission finds that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder applicable to a national securities exchange.\33\ In
particular, the Commission finds that the proposed rule change is
consistent with Section 6(b)(5) of the Act,\34\ which requires that an
exchange have rules designed, among other things, to promote just and
equitable principles of trade, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and
in general to protect investors and the public interest.
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\33\ In approving this rule change, the Commission notes that it
has considered the proposed rule's impact on efficiency,
competition, and capital formation. See 15 U.S.C. 78c(f).
\34\ 15 U.S.C. 78f(b)(5).
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In addition, the Commission finds that the proposal is consistent
with Section 12(f) of the Act,\35\ which permits an exchange to trade,
pursuant to UTP, a security that is listed and registered on another
exchange.\36\ The Commission notes that it previously approved the
listing and trading of the Units on the Amex.\37\ The Commission also
finds that the proposal is consistent with Rule 12f-5 under the
Act,\38\ which provides that an exchange shall not extend UTP to a
security unless the exchange has in effect a rule or rules providing
for transactions in the class or type of security to which the exchange
extends UTP. NYSEArca rules deem the Units to be equity securities,
thus trading in the Units will be subject to the Exchange's existing
rules governing the trading of equity securities.
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\35\ 15 U.S.C. 78l(f).
\36\ Section 12(a) of the Act, 15 U.S.C. 78l(a), generally
prohibits a broker-dealer from trading a security on a national
securities exchange unless the security is registered on that
exchange pursuant to Section 12 of the Act. Section 12(f) of the Act
excludes from this restriction trading in any security to which an
exchange ``extends UTP.'' When an exchange extends UTP to a
security, it allows its members to trade the security as if it were
listed and registered on the exchange even though it is not so
listed and registered.
\37\ See Amex Order, supra note 4.
\38\ 17 CFR 240.12f-5.
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The Commission further believes that the proposal is consistent
with Section 11A(a)(1)(C)(iii) of the Act,\39\ which sets forth
Congress's finding that it is in the public interest and appropriate
for the protection of investors and the maintenance of fair and orderly
markets to assure the availability to brokers, dealers, and investors
of information with respect to quotations for and transactions in
securities.
---------------------------------------------------------------------------
\39\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
---------------------------------------------------------------------------
In support of the portion of the proposed rule change regarding UTP
of the Units, the Exchange has made the following representations:
1. The Exchange has appropriate rules to facilitate transactions in
this type of security in all trading sessions.
2. The Exchange's surveillance procedures are adequate to properly
monitor the trading of the Units on the Exchange.
3. The Exchange will distribute an Information Bulletin to its
members prior to the commencement of trading of the Units on the
Exchange that explains the special characteristics and risks of trading
the Units.
4. The Exchange will require a member with a customer who purchases
newly issued Units on the Exchange to provide that customer with a
product prospectus and will note this prospectus delivery requirement
in the Information Bulletin.
5. The Exchange will cease trading in the Units if (i) the listing
market stops trading the Units because of a regulatory halt similar to
a halt based on NYSE Arca Equities Rule 7.12 and/or a halt because the
Indicative Partnership Value or the value of the underlying Oil Futures
Contract for WTI light, sweet crude oil is no longer available, or (ii)
the listing market delists the Units. Additionally, the Exchange may
cease trading the Units if such other event shall occur or condition
exists which in the opinion of the Exchange makes further dealings on
the Exchange inadvisable.
This approval order is conditioned on the Exchange's adherence to
these representations.
The Commission finds good cause for approving this proposed rule
change before the thirtieth day after the publication of notice thereof
in the Federal Register. As noted previously, the Commission previously
found that the listing and trading of these Units on the Amex is
consistent with the Act.\40\ The Commission presently is not aware of
any issue that would cause it to
[[Page 32171]]
revisit that earlier finding or preclude the trading of these funds on
the Exchange pursuant to UTP. Therefore, accelerating approval of this
proposed rule change should benefit investors by creating, without
undue delay, additional competition in the market for these Units.
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\40\ See Amex Order, supra note 4.
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V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the Act,
that the proposed rule change (SR-NYSEArca-2006-11), is hereby approved
on an accelerated basis.\41\
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\41\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\42\
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\42\ 17 CFR 200.30-3(a)(12).
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J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E6-8547 Filed 6-1-06; 8:45 am]
BILLING CODE 8010-01-P