Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Order Granting Accelerated Approval of a Proposed Rule Change as Modified by Amendment Nos. 1 and 2 Thereto To Trade Shares of the PowerShares DB Energy Fund, the PowerShares DB Oil Fund, the PowerShares DB Precious Metals Fund, the PowerShares DB Gold Fund, the PowerShares DB Silver Fund, the PowerShares DB Base Metals Fund, and the PowerShares DB Agriculture Fund Pursuant to Unlisted Trading Privileges, 13333-13337 [E7-5085]
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Federal Register / Vol. 72, No. 54 / Wednesday, March 21, 2007 / Notices
Public Reference Room, and https://
nysearca.com.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55453; File No. SR–
NYSEArca-2006–62]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and Order
Granting Accelerated Approval of a
Proposed Rule Change as Modified by
Amendment Nos. 1 and 2 Thereto To
Trade Shares of the PowerShares DB
Energy Fund, the PowerShares DB Oil
Fund, the PowerShares DB Precious
Metals Fund, the PowerShares DB
Gold Fund, the PowerShares DB Silver
Fund, the PowerShares DB Base
Metals Fund, and the PowerShares DB
Agriculture Fund Pursuant to Unlisted
Trading Privileges
March 13, 2007.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934, as
amended, (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 notice is hereby given that
on October 19, 2006, NYSE Arca, Inc.
(‘‘NYSE Arca’’ or ‘‘Exchange’’), through
its wholly owned subsidiary NYSE Arca
Equities, Inc. (‘‘NYSE Arca Equities’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by the
Exchange. On October 31, 2006, the
Exchange filed Amendment No. 1 to the
proposed rule change. The Exchange
filed Amendment No. 2 to the proposed
rule change on February 16, 2007. The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons. This order provides notice of
the proposed rule change as modified by
Amendment Nos. 1 and 2 and approves
the proposed rule change as amended
on an accelerated basis.
jlentini on PROD1PC65 with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to trade
shares (‘‘Shares’’) of the PowerShares
DB Energy Fund, the PowerShares DB
Oil Fund, the PowerShares DB Precious
Metals Fund, the PowerShares DB Gold
Fund, the PowerShares DB Silver Fund,
the PowerShares DB Base Metals Fund,
and the PowerShares DB Agriculture
Fund (collectively the ‘‘Funds’’)
pursuant to unlisted trading privileges
(‘‘UTP’’) under Commentary .02 to
NYSE Arca Equities Rule 8.200. The text
of the proposed rule change is available
at the Exchange, the Commission’s
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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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 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
Pursuant to Commentary .02 to NYSE
Arca Equities Rule 8.200, the Exchange
may approve for listing and trading trust
issued receipts (‘‘TIRs’’) investing in
shares or securities (‘‘Investment
Shares’’) that hold investments in any
combination of futures contracts,
options on futures contracts, forward
contracts, commodities, swaps or high
credit quality short-term fixed income
securities or other securities.3 The
Commission previously approved a
proposal to list and trade the Shares of
the Funds by the American Stock
Exchange LLC (the ‘‘Amex’’).4
The Exchange proposes to trade
pursuant to UTP the Shares of each of
the Funds pursuant to Commentary .02
to NYSE Arca Equities Rule 8.200. The
Shares represent beneficial ownership
interests in the corresponding Fund’s
net assets, consisting solely of the
common units of beneficial interests of
the DB Energy Master Fund, the DB Oil
Master Fund, the DB Precious Metals
Master Fund, the DB Gold Master Fund,
the DB Silver Master Fund, the DB Base
Metals Master Fund and the DB
3 In April 2006, the Commission approved
Commentary .02 to NYSE Arca Equities Rule 8.200,
which sets forth the rules related to listing and
trading criteria for Investment Shares, and approved
trading pursuant to UTP the shares of the DB
Commodity Index Tracking Fund. See Securities
Exchange Act Release No. 53736 (April 27, 2006),
71 FR 26582 (May 5, 2006) (SR–PCX–2006–22). In
addition, the Commission recently approved
trading pursuant to UTP the shares of the
PowerShares DB G10 Harvest Fund pursuant to
Commentary .02 to NYSE Arca Equities Rule 8.200.
See Securities Exchange Act Release No. 34–54569
(October 4, 2006), 71 FR 60594 (October 13, 2006)
(SR–NYSEArca–2006–64).
4 See Securities Exchange Act Release No. 55029
(December 29, 2006), 72 FR 806 (January 8, 2007)
(SR–Amex–2006–76) (the ‘‘Amex Order’’).
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Agriculture Master Fund, respectively
(collectively, the ‘‘Master Funds’’).
DB Multi-Sector Commodity Master
Trust (the ‘‘Master Trust’’) is organized
as a Delaware statutory trust with each
of the Master Funds representing a
series of the Master Trust. The Master
Funds will hold primarily 5 futures
contracts 6 on the commodities
comprising the Deutsche Bank Liquid
Commodity Index—Optimum Yield
Energy Excess ReturnTM, Deutsche Bank
Liquid Commodity Index—Optimum
Yield Crude Oil Excess ReturnTM,
Deutsche Bank Liquid Commodity
Index—Optimum Yield Precious Metals
Excess ReturnTM, Deutsche Bank Liquid
Commodity Index—Optimum Yield
Gold Excess ReturnTM, Deutsche Bank
Liquid Commodity Index—Optimum
Yield Silver Excess ReturnTM, Deutsche
Bank Liquid Commodity Index
Optimum Yield Industrial Metals Excess
ReturnTM, and Deutsche Bank Liquid
Commodity Index—Optimum Yield
Agriculture Excess ReturnTM
(collectively, the ‘‘Indexes’’), as the case
may be. The sponsor of the Indexes is
Deutsche Bank AG London (the ‘‘Index
Sponsor’’). Each of the Funds and each
of the Master Funds are commodity
pools operated by DB Commodity
Services LLC (the ‘‘Managing Owner’’).7
The Shares
The Exchange submits that
Commentary .02 to NYSE Arca Equities
Rule 8.200 accommodates the listing
and trading of the Shares. The Exchange
deems the Shares to be equity securities,
thus rendering trading in the Shares
subject to the Exchange’s existing rules
governing the trading of equity
securities. The Shares will trade on the
NYSE Arca Marketplace from 9:30 a.m.
until 4:15 p.m. Eastern Time (‘‘ET’’),
except that shares of the PowerShares
5 Other holdings of the Master Fund will include
cash and U.S. Treasury securities for deposit with
futures commission merchants as margin and other
high credit quality short-term fixed income
securities.
6 Following is a list of futures contracts and other
commodity interests in which the respective Master
Fund may invest and the exchanges on which they
trade: Energy Index—sweet light crude (NYMEX),
heating oil (NYMEX), brent crude oil (ICE Futures),
RBOB gasoline (NYMEX), natural gas (NYMEX); Oil
Index—sweet light crude (NYMEX); Precious
Metals Index—gold (COMEX), silver (COMEX);
Gold Index—gold (COMEX); Silver Index—silver
(COMEX); Base Metals Index—aluminum (LME),
zinc (LME), copper-grade A (LME); Agriculture
Index—corn (CBOT), wheat (CBOT), soybeans
(CBOT), sugar (NYBOT).
7 The Managing Owner is registered as a
commodity pool operator (the ‘‘CPO’’) and
commodity trading advisor (the ‘‘CTA’’) with the
Commodity Futures Trading Commission (‘‘CFTC’’)
and is a member of the National Futures
Association (‘‘NFA’’). The Managing Owner will
serve as the CPO and CTA of each of the Funds and
each of the Master Funds.
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jlentini on PROD1PC65 with NOTICES
DB Base Metals Fund will also trade
from 4:15 p.m. until 8 p.m. ET, even if
the Indicative Fund Value (‘‘IFV’’), as
discussed below, is not disseminated
from 4:15 p.m. until 8 p.m. ET.8 The
Exchange has appropriate rules to
facilitate transactions in the Shares
during these trading sessions.
Like other exchange traded fund
products, each of the Funds will issue
and redeem its Shares on a continuous
basis at a price equal to the NAV per
share next determined after an order is
received in proper form. Also, each of
the Funds will issue and redeem its
Shares only in aggregations of 200,000
shares (‘‘Basket Aggregations’’) and only
through qualified market participants
that have entered into agreements with
the Managing Owner (each, an
‘‘Authorized Participant’’). Additional
information about the creation and
redemption process is included in the
Amex Order.9 In summary, to create
Shares, an Authorized Participant must
properly place a creation order and
deliver the specified ‘‘cash deposit
amount’’ 10 and applicable transaction
fee to the Fund Administrator (‘‘The
Bank of New York’’). The Fund
Administrator will issue to the
Authorized Participant the appropriate
number of Basket Aggregations. To
redeem Shares, an Authorized
Participant must properly place a
redemption order and deliver Shares
that in the aggregate constitute one or
more Basket Aggregations, plus any
applicable transaction fee. The Fund
Administrator will deliver the
appropriate ‘‘cash redemption
amount’’ 11 for each Basket Aggregation
that an Authorized Participant redeems.
On each business day, the
Administrator will make available
immediately prior to the opening of
trading on Amex, through the facilities
of the Consolidated Tape Association
(‘‘CTA’’), the Basket Amount for the
creation of a Basket. According to the
8 Because the LME is closed for floor and
electronic trading during the Exchange’s late
trading session (from 4:15 p.m. until 8 p.m. ET), an
updated IFV for the PowerShares DB Base Metals
Fund is not possible to calculate during such
session. The Exchange may rely on the listing
market to monitor dissemination of the IFV during
the Exchange’s core trading session (9:30 a.m. to
4:15 p.m. ET). Currently the Index Sponsor for the
PowerShares DB Base Metals Fund’s index does not
calculate updated index values during the
Exchange’s late trading session; however, if the
Index Sponsor did so in the future, the Exchange
will not trade shares of the PowerShares DB Base
Metals Fund unless such official index value is
widely disseminated.
9 See Amex Order, supra note 4.
10 The ‘‘cash deposit amount’’ equals the NAV per
Share of the applicable Fund times 200,000 (i.e.,
NAV per Basket Aggregation).
11 The ‘‘cash redemption amount’’ equals the
NAV per Basket Aggregation.
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Amex Order, the Amex will disseminate
every 15 seconds throughout the trading
day, via the facilities of the CTA, an
amount representing on a per Share
basis, the current values of the Basket
Amounts for each of the Funds.
After 4 p.m. ET each business day, the
Administrator will determine the NAV
for each of the Funds, utilizing the
current settlement value of the
particular commodity futures contracts.
The calculation methodology for the
NAV is described in more detail in the
Amex Order.
After 4 p.m. ET each business day, the
Administrator, Amex and Managing
Owner will disseminate the NAVs for
the Shares and the Basket Amounts (for
orders placed during the day). The
Basket Amounts and the NAVs are
communicated by the Administrator to
all Authorized Participants via facsimile
or electronic mail message and the NAV
will be available on the Funds’ Web site
at https://www.dbfunds.db.com.
Availability of Information About the
Indexes, the Underlying Futures
Contracts and the Shares
Quotations for and last sale
information regarding the Shares are
disseminated through the Consolidated
Tape System (‘‘CTS’’). The Index
Sponsor will publish the value of each
of the Indexes at least once every fifteen
(15) seconds throughout each trading
day on the CTA, Bloomberg, Reuters,
and on the Fund’s Web site at https://
www.dbfunds.db.com. The closing
Index levels will similarly be provided
by the Index Sponsor. In addition, any
adjustments or changes to the Indexes
will also be provided by the Index
Sponsor and Amex on their respective
Web sites.
The Web site for the Fund (https://
www.dbfunds.db.com), which is
publicly accessible at no charge, will
contain the following information: (a)
The current NAV per share daily and
the prior business day’s NAV and the
reported closing price; (b) the mid-point
of the bid-ask price in relation to the
NAV as of the time the NAV is
calculated (the ‘‘Bid-Ask Price’’); 12 (c)
the calculation of the premium or
discount of such price against such
NAV; (d) 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 (4) previous
calendar quarters; (e) the prospectus;
12 The Bid-Ask Price of Shares is determined
using the highest bid and lowest offer as of the time
of calculation of the NAV.
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and (f) other applicable quantitative
information.
As described above, the respective
NAVs for the Funds will be calculated
and disseminated daily to all market
participants at the same time. According
to the Amex Order, the Amex also
intends to disseminate for each of the
Funds on a daily basis by means of
CTA/CTS High Speed Lines information
with respect to the corresponding IFV
(as discussed below), recent NAV and
shares outstanding. The Amex will also
make available on its Web site daily
trading volume of the Shares of each of
the Funds, closing prices of such
Shares, and the corresponding NAV.
The closing price and settlement prices
of the futures contracts comprising the
Indexes and held by the corresponding
Master Funds are also readily available
from the relevant futures exchanges,
automated quotation systems, published
or other public sources, or on-line
information services such as Bloomberg
or Reuters.
Amex has represented that it will
disseminate through the facilities of the
CTA an updated IFV for each of the
Funds. The respective IFVs will be
disseminated on a per Share basis at
least every 15 seconds from 9:30 a.m. to
4:15 p.m. ET, according to the Amex
Order. The IFVs will be calculated
based on the cash required for creations
and redemptions for the respective
Funds adjusted to reflect the price
changes of the corresponding Index
commodities through investments held
by the Master Funds, i.e., futures
contracts.
The IFVs will not reflect price
changes to the price of an underlying
commodity between the close of trading
of the futures contract at the relevant
futures exchange and 4:15 p.m. ET.
While the Shares will trade on the
NYSE Arca Marketplace from 9:30 a.m.
to 4:15 p.m. ET (the shares of the
PowerShares DB Base Metals Fund,
however, will trade until 8 p.m. ET),
regular trading hours for each of the
Index commodities on the various
futures exchanges vary widely, as set
forth in detail in the Amex Order.
Therefore, the value of a Share may be
influenced by non-concurrent trading
hours between the NYSE Arca
Marketplace and the various futures
exchanges on which the futures
contracts based on the Index
commodities are traded.
UTP Trading Criteria
The Exchange represents that it will
cease trading the Shares of a Fund if: (a)
The listing market stops trading the
Shares because of a regulatory halt
similar to a halt based on NYSE Arca
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Equities Rule 7.12 or a halt because the
IFV or the value of the Index is no
longer available at least every 15
seconds; or (b) the listing market delists
the Shares. Additionally, the Exchange
may cease trading the Shares if such
other event shall occur or condition
exists which in the opinion of the
Exchange makes further dealings on the
Exchange inadvisable. UTP trading in
the Shares is also governed by the
trading halts provisions of NYSE ARCA
Equities Rule 7.34 relating to temporary
interruptions in the calculation or wide
dissemination of the Intraday Indicative
Value (which would encompass the
IFV) or the value of the underlying
index.
jlentini on PROD1PC65 with NOTICES
Trading Rules
The Exchange deems the Shares to be
equity securities, thus rendering trading
in the Shares subject to the Exchange’s
existing rules governing the trading of
equity securities. Shares will trade on
the NYSE Arca Marketplace from 9:30
a.m. until 4:15 p.m. ET, except that
shares of the PowerShares DB Base
Metals Fund will also trade from 4:15
p.m. until 8 p.m. ET. The Exchange has
appropriate rules to facilitate
transactions in the Shares during core
and evening trading sessions.13
The trading of the Shares will be
subject to Commentary .02(e)(1)–(4) to
NYSE Arca Equities Rule 8.200, which
sets forth certain restrictions on ETP
Holders acting as registered Market
Makers in TIRs that invest in Investment
Shares to facilitate surveillance. See
‘‘Surveillance’’ below for more
information.
With respect to trading halts, the
Exchange may consider all relevant
factors in exercising its discretion to
halt or suspend trading in the Shares.
Trading may be halted because of
market conditions or for reasons that, in
the view of the Exchange, make trading
in the Shares inadvisable. These may
include: (1) The extent to which trading
is not occurring in the underlying
futures contracts, or (2) whether other
unusual conditions or circumstances
detrimental to the maintenance of a fair
and orderly market are present. In
addition, trading in Shares will be
subject to trading halts caused by
extraordinary market volatility pursuant
to the Exchange’s ‘‘circuit breaker’’
rule 14 or by the halt or suspension of
trading of the underlying futures
contracts. See ‘‘UTP Trading Criteria’’
13 Telephone conversation between Tim
Malinowski, Director, NYSE, and Ronesha A.
Butler, Special Counsel, Division of Market
Regulation (‘‘Division’’), Commission, on March 6,
2007.
14 See NYSE Arca Equities Rule 7.12.
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17:08 Mar 20, 2007
Jkt 211001
above for specific instances when the
Exchange will cease trading the
Shares.15
The Shares will not be subject to the
short sale rule pursuant to a letter
issued in response to a request for noaction advice under Rule 10a–1 under
the Act.16
Surveillance
The Exchange intends to utilize its
existing surveillance procedures
applicable to derivative products to
monitor trading in the Shares. The
Exchange represents that these
procedures are adequate to properly
monitor Exchange trading of the Shares
and to deter and detect violations of
Exchange rules.
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.
Further, trading in the Shares will be
subject to Commentary .02(e)(1)–(4) to
NYSE Arca Equities Rule 8.200, which
sets forth certain restrictions on ETP
Holders acting as registered Market
Makers in TIRs that invest in Investment
Shares to facilitate surveillance.
Commentary .02(e)(1) to NYSE Arca
Equities Rule 8.200 requires that the
ETP Holder acting as a registered Market
Maker in the Shares provide the
Exchange with information relating to
its trading in the underlying physical
asset or commodity, related futures or
options on futures, or any other related
derivatives. Commentary .02(e)(4) to
NYSE Arca Equities Rule 8.200
prohibits the ETP Holder acting as a
registered Market Maker in the Shares
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 physical asset or
commodity, related futures or options
on futures or any other related
derivative (including the Shares). In
addition, Commentary .02(e)(1) to NYSE
Arca Equities Rule 8.200 prohibits the
ETP Holder acting as a registered Market
Maker in the Shares from being
15 Pursuant to a telephone conversation between
Tim Malinowski, Director, NYSE and Ronesha A.
Butler, Special Counsel, Division, Commission, on
March 13, 2007, a paragraph contained in this
section was deleted to eliminate the reference to the
ITS Plan.
16 See Letter to George T. Simon, Esq., Foley &
Lardner LLP, from Racquel L. Russell, Branch Chief,
Office of Trading Practices and Processing,
Commission, dated June 21, 2006.
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13335
affiliated with a market maker in the
underlying physical 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.
Commentary .02(e)(2)–(3) to NYSE Arca
Equities Rule 8.200 requires that Market
Makers handling the Shares provide the
Exchange with all the necessary
information relating to their trading in
the underlying physical assets or
commodities, related futures contracts
and options thereon or any other
derivative.
The Exchange currently has in place
an Information Sharing Agreement with
the Intercontinental Exchange, Inc.
(ICE), Futures, London Metals Exchange
(LME) and New York Mercantile
Exchange (NYMEX), for the purpose of
providing information in connection
with trading in or related to futures
contracts traded on their respective
exchanges comprising the Indexes. The
Exchange may obtain information via
the Intermarket Surveillance Group
(‘‘ISG’’) from other exchanges who are
members or affiliates of the ISG,
including Chicago Board of Trade
(CBOT) and Board of Trade of the City
of New York (NYBOT).17
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 Shares.
Specifically, the Information Bulletin
will discuss the following: (1) The
procedures for purchases and
redemptions of Shares in Baskets (and
that Shares are not individually
redeemable); (2) NYSE Arca Equities
Rule 9.2(a),18 which imposes a duty of
due diligence on its ETP Holders to
learn the essential facts relating to every
customer prior to trading the Shares; (3)
how information regarding the IFVs is
disseminated; (4) the requirement that
17 For a list of the current members and affiliate
members of ISG, see https://www.isgportal.com.
18 NYSE Arca Equities Rule 9.2(a) (‘‘Diligence as
to Accounts’’) provides 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,
with a limited exception, that prior to the execution
of a transaction recommended to a non-institutional
customer, the ETP Holders shall 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 Securities Exchange Act Release No. 54045
(June 26, 2006), 71 FR 37971 (July 3, 2006) (SR–
PCX–2005–115).
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ETP Holders deliver a prospectus to
investors purchasing newly issued
Shares prior to or concurrently with the
confirmation of a transaction; and (5)
trading information.
In addition, the Information Bulletin
will advise ETP Holders, prior to the
commencement of trading, of the
prospectus delivery requirements
applicable to the Funds. The Exchange
notes that investors purchasing Shares
directly from a Fund (by delivery of the
corresponding Cash Deposit Amount)
will receive a prospectus. ETP Holders
purchasing Shares from a Fund for
resale to investors will deliver a
prospectus to such investors. The
Information Bulletin will also discuss
any exemptive, no-action and
interpretive relief granted by the
Commission from any rules under the
Act.
In addition, the Information Bulletin
will reference that the Funds are subject
to various fees and expenses described
in the Registration Statement. The
Information Bulletin will also reference
that the CFTC has regulatory
jurisdiction over the trading of futures
contracts.
The Information Bulletin will also
disclose the trading hours of the Shares
of the Funds and that the NAV for the
Shares will be calculated after 4 p.m. ET
each trading day. The Bulletin will
disclose that information about the
Shares of each Fund and the
corresponding Indexes will be publicly
available on the Funds’ Web site.
jlentini on PROD1PC65 with NOTICES
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) 19 of the
Act, in general, and furthers the
objectives of Section 6(b)(5) 20 in
particular in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, and to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system.
In addition, the proposed rule change
is consistent with Rule 12f–5 21 under
the Act because it deems the Shares to
be equity securities, thus rendering the
Shares subject to the Exchange’s rules
governing the trading of equity
securities.
19 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
21 17 CFR 240.12f–5.
20 15
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17:08 Mar 20, 2007
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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.
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2006–62 and
should be submitted on or before April
11, 2007.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
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
III. Solicitation of Comments
exchange.22 In particular, the
Interested persons are invited to
Commission finds that the proposed
submit written data, views and
rule change is consistent with Section
arguments concerning the foregoing,
6(b)(5) of the Act,23 which requires that
including whether the proposed rule
an exchange have rules designed, among
change is consistent with the Exchange
other things, to promote just and
Act. Comments may be submitted by
equitable principles of trade, to remove
any of the following methods:
impediments to and perfect the
mechanism of a free and open market
Electronic Comments
and a national market system, and in
• Use the Commission’s Internet
general to protect investors and the
comment form (https://www.sec.gov/
public interest.
rules/sro.shtml); or
In addition, the Commission finds
• Send an e-mail to rulethat the proposal is consistent with
comments@sec.gov. Please include File
24
Number SR–NYSEArca–2006–62 on the Section 12(f) of the Act, which permits
an exchange to trade, pursuant to UTP,
subject line.
a security that is listed and registered on
Paper Comments
another exchange.25 The Commission
notes that it previously approved the
• Send paper comments in triplicate
listing and trading of the Shares on the
to Nancy M. Morris, Secretary,
Amex.26 The Commission also finds that
Securities and Exchange Commission,
the proposal is consistent with Rule
Station Place, 100 F Street, NE.,
12f–5 under the Act,27 which provides
Washington, DC 20549–1090.
All submissions should refer to File
that an exchange shall not extend UTP
Number SR–NYSEArca–2006–62. This
to a security unless the exchange has in
file number should be included on the
effect a rule or rules providing for
subject line if e-mail is used. To help the transactions in the class or type of
Commission process and review your
security to which the exchange extends
comments more efficiently, please use
UTP. The Exchange has represented that
only one method. The Commission will it meets this requirement because it
post all comments on the Commission’s deems the Shares to be equity securities,
Internet Web site (https://www.sec.gov/
thus trading in the Shares will be
rules/sro.shtml). Copies of the
subject to the Exchange’s existing rules
submission, all subsequent
governing the trading of equity
amendments, all written statements
securities.
with respect to the proposed rule
22 In approving this rule change, the Commission
change that are filed with the
notes that it has considered the proposed rule’s
Commission, and all written
impact on efficiency, competition, and capital
communications relating to the
formation. See 15 U.S.C. 78c(f).
proposed rule change between the
23 15 U.S.C. 78f(b)(5).
Commission and any person, other than
24 15 U.S.C. 78l(f).
those that may be withheld from the
25 Section 12(a) of the Act, 15 U.S.C. 78l(a),
generally prohibits a broker-dealer from trading a
public in accordance with the
security on a national securities exchange unless
provisions of 5 U.S.C. 552, will be
the security is registered on that exchange pursuant
available for inspection and copying in
to Section 12 of the Act. Section 12(f) of the Act
the Commission’s Public Reference
excludes from this restriction trading in any
Room. Copies of such filing also will be security to which an exchange ‘‘extends UTP.’’
When an exchange extends UTP to a security, it
available for inspection and copying at
allows its members to trade the security as if it were
the principal offices of the Exchange.
listed and registered on the exchange even though
All comments received will be posted
it is not so listed and registered.
26 See Amex Order, supra note 4.
without change; the Commission does
27 17 CFR 240.12f–5.
not edit personal identifying
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jlentini on PROD1PC65 with NOTICES
Federal Register / Vol. 72, No. 54 / Wednesday, March 21, 2007 / Notices
The Commission further believes that
the proposal is consistent with Section
11A(a)(1)(C)(iii) of the Act,28 which sets
forth Congress’ 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.
Finally, the Commission notes that, if
the Shares should be delisted by the
Amex, the original listing exchange, the
Exchange would no longer have
authority to trade the Shares pursuant to
this order.
In support of this proposal, the
Exchange has made the following
representations:
1. The Exchange has appropriate rules
to facilitate transactions in this type of
security in the core and evening trading
sessions.
2. The Exchange’s surveillance
procedures are adequate to properly
monitor the trading of the Shares on the
Exchange. In particular, the Exchange
has in place an Information Sharing
Agreement with ICE, LME, and NYMEX,
for the purpose of providing information
in connection with trading in or related
to futures contracts traded on their
respective exchanges comprising the
Indexes. Further, the Exchange is a
member of the ISG. In addition, to
facilitate surveillance, the Exchange
represents that trading in the Shares
will be subject to Commentary .02(e)(1)–
(4) to NYSE Arca Equities Rule 8.200.
3. The Exchange will inform its ETP
Holders in an Information Bulletin of
the special characteristics and risks
associated with trading the Shares.
4. The Exchange will require its ETP
Holders to deliver a prospectus to
investors purchasing newly issued
Shares prior to or concurrently with the
confirmation of a transaction and will
note this prospectus delivery
requirement in the Information Bulletin.
5. The Exchange will cease trading the
Shares of a Fund if: (a) The listing
market stops trading the Shares because
of a regulatory halt similar to a halt
based on NYSE Arca Equities Rule 7.12
or a halt because the IFV or the value
of the applicable Underlying Index is no
longer available at least every 15
seconds; or (b) the listing market delists
the Shares.
6. The Exchange will halt trading as
provided in NYSE Arca Equities Rule
7.34.
This approval order is conditioned on
the Exchange’s adherence to these
representations.
28 15
U.S.C. 78k–1(a)(1)(C)(iii).
VerDate Aug<31>2005
17:08 Mar 20, 2007
Jkt 211001
The Commission finds good cause for
approving this proposal 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 the Shares on the Amex is
consistent with the Act.29 The
Commission presently is not aware of
any regulatory issue that should cause it
to revisit that earlier finding or preclude
the trading of the Shares on the
Exchange pursuant to UTP. Therefore,
accelerating approval of this proposal
should benefit investors by creating,
without undue delay, additional
competition in the market for the
Shares.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,30 that the
proposed rule change (SR–NYSEArca–
2006–62), as modified by Amendment
Nos. 1 and 2, be, and it hereby is,
approved on an accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.31
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–5085 Filed 3–20–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55475; File No. SR–OC–
2007–02]
Self-Regulatory Organizations;
OneChicago, LLC; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to Block Trades
March 15, 2007.
Pursuant to Section 19(b)(7) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–7 under the
Act,2 notice is hereby given that on
February 5, 2007, OneChicago, LLC
(‘‘OneChicago’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change described in Items
I, II, and III below, which Items have
been substantially prepared by the
Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons. OneChicago
has also filed the proposed rule change
29 See
Amex Order, supra note 4.
U.S.C. 78s(b)(2).
31 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(7).
2 17 CFR 240.19b–7.
30 15
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Frm 00102
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13337
with the Commodity Futures Trading
Commission (‘‘CFTC’’).
OneChicago filed a written
certification with the CFTC under
Section 5c(c) of the Commodity
Exchange Act 3 on February 2, 2007.
I. Self-Regulatory Organization’s
Description of the Proposed Rule
Change
OneChicago is proposing to amend its
policy regarding block trades, the text of
which is available at the Exchange and
the Commission’s Public Reference
Room.
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 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 IV 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
OneChicago is proposing to amend its
Policies: Block Trades, Pre-Execution
Discussions and Cross Trades (‘‘Block
Trade Policy’’) relating to the block
trade minimum contracts size. In
addition to the current minimum
contract size of 100 contracts for block
trades, the proposed rule change would
permit a minimum block trade contract
size that is the equivalent to 10,000
shares of the underlying security for
futures on single security (or combined
securities if a relevant corporate event
has occurred).
Based on its experience, the Exchange
believes the proposed rule change
would permit an appropriate minimum
contract size for block trades. The
proposed rule change would set a
minimum contract size for block trades
that is equivalent to the customary size
of large transactions in relevant markets,
i.e., the securities market. The proposed
rule change would also permit a block
trade size based on combined securities
if a relevant corporate event has
occurred. Combined securities would be
relevant with certain corporate events,
such as spin offs or three for two splits.
37
U.S.C. 7a–2(c).
E:\FR\FM\21MRN1.SGM
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Agencies
[Federal Register Volume 72, Number 54 (Wednesday, March 21, 2007)]
[Notices]
[Pages 13333-13337]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-5085]
[[Page 13333]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55453; File No. SR-NYSEArca-2006-62]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Order Granting Accelerated Approval of a Proposed Rule Change as
Modified by Amendment Nos. 1 and 2 Thereto To Trade Shares of the
PowerShares DB Energy Fund, the PowerShares DB Oil Fund, the
PowerShares DB Precious Metals Fund, the PowerShares DB Gold Fund, the
PowerShares DB Silver Fund, the PowerShares DB Base Metals Fund, and
the PowerShares DB Agriculture Fund Pursuant to Unlisted Trading
Privileges
March 13, 2007.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of
1934, as amended, (``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is
hereby given that on October 19, 2006, NYSE Arca, Inc. (``NYSE Arca''
or ``Exchange''), through its wholly owned subsidiary NYSE Arca
Equities, Inc. (``NYSE Arca Equities'') filed with the Securities and
Exchange Commission (``Commission'') the proposed rule change as
described in Items I and II below, which Items have been substantially
prepared by the Exchange. On October 31, 2006, the Exchange filed
Amendment No. 1 to the proposed rule change. The Exchange filed
Amendment No. 2 to the proposed rule change on February 16, 2007. The
Commission is publishing this notice to solicit comments on the
proposed rule change, as amended, from interested persons. This order
provides notice of the proposed rule change as modified by Amendment
Nos. 1 and 2 and approves the proposed rule change as amended 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 is proposing to trade shares (``Shares'') of the
PowerShares DB Energy Fund, the PowerShares DB Oil Fund, the
PowerShares DB Precious Metals Fund, the PowerShares DB Gold Fund, the
PowerShares DB Silver Fund, the PowerShares DB Base Metals Fund, and
the PowerShares DB Agriculture Fund (collectively the ``Funds'')
pursuant to unlisted trading privileges (``UTP'') under Commentary .02
to NYSE Arca Equities Rule 8.200. The text of the proposed rule change
is available at the Exchange, the Commission's Public Reference Room,
and https://nysearca.com.
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 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
Pursuant to Commentary .02 to NYSE Arca Equities Rule 8.200, the
Exchange may approve for listing and trading trust issued receipts
(``TIRs'') investing in shares or securities (``Investment Shares'')
that hold investments in any combination of futures contracts, options
on futures contracts, forward contracts, commodities, swaps or high
credit quality short-term fixed income securities or other
securities.\3\ The Commission previously approved a proposal to list
and trade the Shares of the Funds by the American Stock Exchange LLC
(the ``Amex'').\4\
---------------------------------------------------------------------------
\3\ In April 2006, the Commission approved Commentary .02 to
NYSE Arca Equities Rule 8.200, which sets forth the rules related to
listing and trading criteria for Investment Shares, and approved
trading pursuant to UTP the shares of the DB Commodity Index
Tracking Fund. See Securities Exchange Act Release No. 53736 (April
27, 2006), 71 FR 26582 (May 5, 2006) (SR-PCX-2006-22). In addition,
the Commission recently approved trading pursuant to UTP the shares
of the PowerShares DB G10 Harvest Fund pursuant to Commentary .02 to
NYSE Arca Equities Rule 8.200. See Securities Exchange Act Release
No. 34-54569 (October 4, 2006), 71 FR 60594 (October 13, 2006) (SR-
NYSEArca-2006-64).
\4\ See Securities Exchange Act Release No. 55029 (December 29,
2006), 72 FR 806 (January 8, 2007) (SR-Amex-2006-76) (the ``Amex
Order'').
---------------------------------------------------------------------------
The Exchange proposes to trade pursuant to UTP the Shares of each
of the Funds pursuant to Commentary .02 to NYSE Arca Equities Rule
8.200. The Shares represent beneficial ownership interests in the
corresponding Fund's net assets, consisting solely of the common units
of beneficial interests of the DB Energy Master Fund, the DB Oil Master
Fund, the DB Precious Metals Master Fund, the DB Gold Master Fund, the
DB Silver Master Fund, the DB Base Metals Master Fund and the DB
Agriculture Master Fund, respectively (collectively, the ``Master
Funds'').
DB Multi-Sector Commodity Master Trust (the ``Master Trust'') is
organized as a Delaware statutory trust with each of the Master Funds
representing a series of the Master Trust. The Master Funds will hold
primarily \5\ futures contracts \6\ on the commodities comprising the
Deutsche Bank Liquid Commodity Index--Optimum Yield Energy Excess
ReturnTM, Deutsche Bank Liquid Commodity Index--Optimum
Yield Crude Oil Excess ReturnTM, Deutsche Bank Liquid
Commodity Index--Optimum Yield Precious Metals Excess
ReturnTM, Deutsche Bank Liquid Commodity Index--Optimum
Yield Gold Excess ReturnTM, Deutsche Bank Liquid Commodity
Index--Optimum Yield Silver Excess ReturnTM, Deutsche Bank
Liquid Commodity Index Optimum Yield Industrial Metals Excess
ReturnTM, and Deutsche Bank Liquid Commodity Index--Optimum
Yield Agriculture Excess ReturnTM (collectively, the
``Indexes''), as the case may be. The sponsor of the Indexes is
Deutsche Bank AG London (the ``Index Sponsor''). Each of the Funds and
each of the Master Funds are commodity pools operated by DB Commodity
Services LLC (the ``Managing Owner'').\7\
---------------------------------------------------------------------------
\5\ Other holdings of the Master Fund will include cash and U.S.
Treasury securities for deposit with futures commission merchants as
margin and other high credit quality short-term fixed income
securities.
\6\ Following is a list of futures contracts and other commodity
interests in which the respective Master Fund may invest and the
exchanges on which they trade: Energy Index--sweet light crude
(NYMEX), heating oil (NYMEX), brent crude oil (ICE Futures), RBOB
gasoline (NYMEX), natural gas (NYMEX); Oil Index--sweet light crude
(NYMEX); Precious Metals Index--gold (COMEX), silver (COMEX); Gold
Index--gold (COMEX); Silver Index--silver (COMEX); Base Metals
Index--aluminum (LME), zinc (LME), copper-grade A (LME); Agriculture
Index--corn (CBOT), wheat (CBOT), soybeans (CBOT), sugar (NYBOT).
\7\ The Managing Owner is registered as a commodity pool
operator (the ``CPO'') and commodity trading advisor (the ``CTA'')
with the Commodity Futures Trading Commission (``CFTC'') and is a
member of the National Futures Association (``NFA''). The Managing
Owner will serve as the CPO and CTA of each of the Funds and each of
the Master Funds.
---------------------------------------------------------------------------
The Shares
The Exchange submits that Commentary .02 to NYSE Arca Equities Rule
8.200 accommodates the listing and trading of the Shares. The Exchange
deems the Shares to be equity securities, thus rendering trading in the
Shares subject to the Exchange's existing rules governing the trading
of equity securities. The Shares will trade on the NYSE Arca
Marketplace from 9:30 a.m. until 4:15 p.m. Eastern Time (``ET''),
except that shares of the PowerShares
[[Page 13334]]
DB Base Metals Fund will also trade from 4:15 p.m. until 8 p.m. ET,
even if the Indicative Fund Value (``IFV''), as discussed below, is not
disseminated from 4:15 p.m. until 8 p.m. ET.\8\ The Exchange has
appropriate rules to facilitate transactions in the Shares during these
trading sessions.
---------------------------------------------------------------------------
\8\ Because the LME is closed for floor and electronic trading
during the Exchange's late trading session (from 4:15 p.m. until 8
p.m. ET), an updated IFV for the PowerShares DB Base Metals Fund is
not possible to calculate during such session. The Exchange may rely
on the listing market to monitor dissemination of the IFV during the
Exchange's core trading session (9:30 a.m. to 4:15 p.m. ET).
Currently the Index Sponsor for the PowerShares DB Base Metals
Fund's index does not calculate updated index values during the
Exchange's late trading session; however, if the Index Sponsor did
so in the future, the Exchange will not trade shares of the
PowerShares DB Base Metals Fund unless such official index value is
widely disseminated.
---------------------------------------------------------------------------
Like other exchange traded fund products, each of the Funds will
issue and redeem its Shares on a continuous basis at a price equal to
the NAV per share next determined after an order is received in proper
form. Also, each of the Funds will issue and redeem its Shares only in
aggregations of 200,000 shares (``Basket Aggregations'') and only
through qualified market participants that have entered into agreements
with the Managing Owner (each, an ``Authorized Participant'').
Additional information about the creation and redemption process is
included in the Amex Order.\9\ In summary, to create Shares, an
Authorized Participant must properly place a creation order and deliver
the specified ``cash deposit amount'' \10\ and applicable transaction
fee to the Fund Administrator (``The Bank of New York''). The Fund
Administrator will issue to the Authorized Participant the appropriate
number of Basket Aggregations. To redeem Shares, an Authorized
Participant must properly place a redemption order and deliver Shares
that in the aggregate constitute one or more Basket Aggregations, plus
any applicable transaction fee. The Fund Administrator will deliver the
appropriate ``cash redemption amount'' \11\ for each Basket Aggregation
that an Authorized Participant redeems.
---------------------------------------------------------------------------
\9\ See Amex Order, supra note 4.
\10\ The ``cash deposit amount'' equals the NAV per Share of the
applicable Fund times 200,000 (i.e., NAV per Basket Aggregation).
\11\ The ``cash redemption amount'' equals the NAV per Basket
Aggregation.
---------------------------------------------------------------------------
On each business day, the Administrator will make available
immediately prior to the opening of trading on Amex, through the
facilities of the Consolidated Tape Association (``CTA''), the Basket
Amount for the creation of a Basket. According to the Amex Order, the
Amex will disseminate every 15 seconds throughout the trading day, via
the facilities of the CTA, an amount representing on a per Share basis,
the current values of the Basket Amounts for each of the Funds.
After 4 p.m. ET each business day, the Administrator will determine
the NAV for each of the Funds, utilizing the current settlement value
of the particular commodity futures contracts. The calculation
methodology for the NAV is described in more detail in the Amex Order.
After 4 p.m. ET each business day, the Administrator, Amex and
Managing Owner will disseminate the NAVs for the Shares and the Basket
Amounts (for orders placed during the day). The Basket Amounts and the
NAVs are communicated by the Administrator to all Authorized
Participants via facsimile or electronic mail message and the NAV will
be available on the Funds' Web site at https://www.dbfunds.db.com.
Availability of Information About the Indexes, the Underlying Futures
Contracts and the Shares
Quotations for and last sale information regarding the Shares are
disseminated through the Consolidated Tape System (``CTS''). The Index
Sponsor will publish the value of each of the Indexes at least once
every fifteen (15) seconds throughout each trading day on the CTA,
Bloomberg, Reuters, and on the Fund's Web site at https://
www.dbfunds.db.com. The closing Index levels will similarly be provided
by the Index Sponsor. In addition, any adjustments or changes to the
Indexes will also be provided by the Index Sponsor and Amex on their
respective Web sites.
The Web site for the Fund (https://www.dbfunds.db.com), which is
publicly accessible at no charge, will contain the following
information: (a) The current NAV per share daily and the prior business
day's NAV and the reported closing price; (b) the mid-point of the bid-
ask price in relation to the NAV as of the time the NAV is calculated
(the ``Bid-Ask Price''); \12\ (c) the calculation of the premium or
discount of such price against such NAV; (d) 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 (4) previous calendar quarters; (e) the prospectus; and (f)
other applicable quantitative information.
---------------------------------------------------------------------------
\12\ The Bid-Ask Price of Shares is determined using the highest
bid and lowest offer as of the time of calculation of the NAV.
---------------------------------------------------------------------------
As described above, the respective NAVs for the Funds will be
calculated and disseminated daily to all market participants at the
same time. According to the Amex Order, the Amex also intends to
disseminate for each of the Funds on a daily basis by means of CTA/CTS
High Speed Lines information with respect to the corresponding IFV (as
discussed below), recent NAV and shares outstanding. The Amex will also
make available on its Web site daily trading volume of the Shares of
each of the Funds, closing prices of such Shares, and the corresponding
NAV. The closing price and settlement prices of the futures contracts
comprising the Indexes and held by the corresponding Master Funds are
also readily available from the relevant futures exchanges, automated
quotation systems, published or other public sources, or on-line
information services such as Bloomberg or Reuters.
Amex has represented that it will disseminate through the
facilities of the CTA an updated IFV for each of the Funds. The
respective IFVs will be disseminated on a per Share basis at least
every 15 seconds from 9:30 a.m. to 4:15 p.m. ET, according to the Amex
Order. The IFVs will be calculated based on the cash required for
creations and redemptions for the respective Funds adjusted to reflect
the price changes of the corresponding Index commodities through
investments held by the Master Funds, i.e., futures contracts.
The IFVs will not reflect price changes to the price of an
underlying commodity between the close of trading of the futures
contract at the relevant futures exchange and 4:15 p.m. ET. While the
Shares will trade on the NYSE Arca Marketplace from 9:30 a.m. to 4:15
p.m. ET (the shares of the PowerShares DB Base Metals Fund, however,
will trade until 8 p.m. ET), regular trading hours for each of the
Index commodities on the various futures exchanges vary widely, as set
forth in detail in the Amex Order. Therefore, the value of a Share may
be influenced by non-concurrent trading hours between the NYSE Arca
Marketplace and the various futures exchanges on which the futures
contracts based on the Index commodities are traded.
UTP Trading Criteria
The Exchange represents that it will cease trading the Shares of a
Fund if: (a) The listing market stops trading the Shares because of a
regulatory halt similar to a halt based on NYSE Arca
[[Page 13335]]
Equities Rule 7.12 or a halt because the IFV or the value of the Index
is no longer available at least every 15 seconds; or (b) the listing
market delists the Shares. Additionally, the Exchange may cease trading
the Shares if such other event shall occur or condition exists which in
the opinion of the Exchange makes further dealings on the Exchange
inadvisable. UTP trading in the Shares is also governed by the trading
halts provisions of NYSE ARCA Equities Rule 7.34 relating to temporary
interruptions in the calculation or wide dissemination of the Intraday
Indicative Value (which would encompass the IFV) or the value of the
underlying index.
Trading Rules
The Exchange deems the Shares to be equity securities, thus
rendering trading in the Shares subject to the Exchange's existing
rules governing the trading of equity securities. Shares will trade on
the NYSE Arca Marketplace from 9:30 a.m. until 4:15 p.m. ET, except
that shares of the PowerShares DB Base Metals Fund will also trade from
4:15 p.m. until 8 p.m. ET. The Exchange has appropriate rules to
facilitate transactions in the Shares during core and evening trading
sessions.\13\
---------------------------------------------------------------------------
\13\ Telephone conversation between Tim Malinowski, Director,
NYSE, and Ronesha A. Butler, Special Counsel, Division of Market
Regulation (``Division''), Commission, on March 6, 2007.
---------------------------------------------------------------------------
The trading of the Shares will be subject to Commentary .02(e)(1)-
(4) to NYSE Arca Equities Rule 8.200, which sets forth certain
restrictions on ETP Holders acting as registered Market Makers in TIRs
that invest in Investment Shares to facilitate surveillance. See
``Surveillance'' below for more information.
With respect to trading halts, the Exchange may consider all
relevant factors in exercising its discretion to halt or suspend
trading in the Shares. Trading may be halted because of market
conditions or for reasons that, in the view of the Exchange, make
trading in the Shares inadvisable. These may include: (1) The extent to
which trading is not occurring in the underlying futures contracts, or
(2) whether other unusual conditions or circumstances detrimental to
the maintenance of a fair and orderly market are present. In addition,
trading in Shares will be subject to trading halts caused by
extraordinary market volatility pursuant to the Exchange's ``circuit
breaker'' rule \14\ or by the halt or suspension of trading of the
underlying futures contracts. See ``UTP Trading Criteria'' above for
specific instances when the Exchange will cease trading the Shares.\15\
---------------------------------------------------------------------------
\14\ See NYSE Arca Equities Rule 7.12.
\15\ Pursuant to a telephone conversation between Tim
Malinowski, Director, NYSE and Ronesha A. Butler, Special Counsel,
Division, Commission, on March 13, 2007, a paragraph contained in
this section was deleted to eliminate the reference to the ITS Plan.
---------------------------------------------------------------------------
The Shares will not be subject to the short sale rule pursuant to a
letter issued in response to a request for no-action advice under Rule
10a-1 under the Act.\16\
---------------------------------------------------------------------------
\16\ See Letter to George T. Simon, Esq., Foley & Lardner LLP,
from Racquel L. Russell, Branch Chief, Office of Trading Practices
and Processing, Commission, dated June 21, 2006.
---------------------------------------------------------------------------
Surveillance
The Exchange intends to utilize its existing surveillance
procedures applicable to derivative products to monitor trading in the
Shares. The Exchange represents that these procedures are adequate to
properly monitor Exchange trading of the Shares and to deter and detect
violations of Exchange rules.
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.
Further, trading in the Shares will be subject to Commentary
.02(e)(1)-(4) to NYSE Arca Equities Rule 8.200, which sets forth
certain restrictions on ETP Holders acting as registered Market Makers
in TIRs that invest in Investment Shares to facilitate surveillance.
Commentary .02(e)(1) to NYSE Arca Equities Rule 8.200 requires that the
ETP Holder acting as a registered Market Maker in the Shares provide
the Exchange with information relating to its trading in the underlying
physical asset or commodity, related futures or options on futures, or
any other related derivatives. Commentary .02(e)(4) to NYSE Arca
Equities Rule 8.200 prohibits the ETP Holder acting as a registered
Market Maker in the Shares 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 physical asset or commodity, related futures or options
on futures or any other related derivative (including the Shares). In
addition, Commentary .02(e)(1) to NYSE Arca Equities Rule 8.200
prohibits the ETP Holder acting as a registered Market Maker in the
Shares from being affiliated with a market maker in the underlying
physical 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. Commentary
.02(e)(2)-(3) to NYSE Arca Equities Rule 8.200 requires that Market
Makers handling the Shares provide the Exchange with all the necessary
information relating to their trading in the underlying physical assets
or commodities, related futures contracts and options thereon or any
other derivative.
The Exchange currently has in place an Information Sharing
Agreement with the Intercontinental Exchange, Inc. (ICE), Futures,
London Metals Exchange (LME) and New York Mercantile Exchange (NYMEX),
for the purpose of providing information in connection with trading in
or related to futures contracts traded on their respective exchanges
comprising the Indexes. The Exchange may obtain information via the
Intermarket Surveillance Group (``ISG'') from other exchanges who are
members or affiliates of the ISG, including Chicago Board of Trade
(CBOT) and Board of Trade of the City of New York (NYBOT).\17\
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\17\ For a list of the current members and affiliate members of
ISG, see https://www.isgportal.com.
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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 Shares. Specifically, the
Information Bulletin will discuss the following: (1) The procedures for
purchases and redemptions of Shares in Baskets (and that Shares are not
individually redeemable); (2) NYSE Arca Equities Rule 9.2(a),\18\ which
imposes a duty of due diligence on its ETP Holders to learn the
essential facts relating to every customer prior to trading the Shares;
(3) how information regarding the IFVs is disseminated; (4) the
requirement that
[[Page 13336]]
ETP Holders deliver a prospectus to investors purchasing newly issued
Shares prior to or concurrently with the confirmation of a transaction;
and (5) trading information.
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\18\ NYSE Arca Equities Rule 9.2(a) (``Diligence as to
Accounts'') provides 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, with a limited exception, that prior to the
execution of a transaction recommended to a non-institutional
customer, the ETP Holders shall 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 Securities Exchange
Act Release No. 54045 (June 26, 2006), 71 FR 37971 (July 3, 2006)
(SR-PCX-2005-115).
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In addition, the Information Bulletin will advise ETP Holders,
prior to the commencement of trading, of the prospectus delivery
requirements applicable to the Funds. The Exchange notes that investors
purchasing Shares directly from a Fund (by delivery of the
corresponding Cash Deposit Amount) will receive a prospectus. ETP
Holders purchasing Shares from a Fund for resale to investors will
deliver a prospectus to such investors. The Information Bulletin will
also discuss any exemptive, no-action and interpretive relief granted
by the Commission from any rules under the Act.
In addition, the Information Bulletin will reference that the Funds
are subject to various fees and expenses described in the Registration
Statement. The Information Bulletin will also reference that the CFTC
has regulatory jurisdiction over the trading of futures contracts.
The Information Bulletin will also disclose the trading hours of
the Shares of the Funds and that the NAV for the Shares will be
calculated after 4 p.m. ET each trading day. The Bulletin will disclose
that information about the Shares of each Fund and the corresponding
Indexes will be publicly available on the Funds' Web site.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) \19\ of
the Act, in general, and furthers the objectives of Section 6(b)(5)
\20\ in particular in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to foster cooperation and coordination with
persons engaged in facilitating transactions in securities, and to
remove impediments to and perfect the mechanisms of a free and open
market and a national market system.
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\19\ 15 U.S.C. 78f(b).
\20\ 15 U.S.C. 78f(b)(5).
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In addition, the proposed rule change is consistent with Rule 12f-5
\21\ under the Act because it deems the Shares to be equity securities,
thus rendering the Shares subject to the Exchange's rules governing the
trading of equity securities.
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\21\ 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
The Exchange has neither solicited nor received written comments on
the proposed rule change.
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 Exchange 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-2006-62 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-2006-62.
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 offices 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-2006-62 and should be submitted on or before
April 11, 2007.
IV. Commission's Findings and Order Granting Accelerated Approval of
the 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.\22\ In
particular, the Commission finds that the proposed rule change is
consistent with Section 6(b)(5) of the Act,\23\ 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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\22\ 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).
\23\ 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,\24\ which permits an exchange to trade,
pursuant to UTP, a security that is listed and registered on another
exchange.\25\ The Commission notes that it previously approved the
listing and trading of the Shares on the Amex.\26\ The Commission also
finds that the proposal is consistent with Rule 12f-5 under the
Act,\27\ 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. The Exchange has represented that it meets this
requirement because it deems the Shares to be equity securities, thus
trading in the Shares will be subject to the Exchange's existing rules
governing the trading of equity securities.
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\24\ 15 U.S.C. 78l(f).
\25\ 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.
\26\ See Amex Order, supra note 4.
\27\ 17 CFR 240.12f-5.
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[[Page 13337]]
The Commission further believes that the proposal is consistent
with Section 11A(a)(1)(C)(iii) of the Act,\28\ which sets forth
Congress' 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.
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\28\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
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Finally, the Commission notes that, if the Shares should be
delisted by the Amex, the original listing exchange, the Exchange would
no longer have authority to trade the Shares pursuant to this order.
In support of this proposal, the Exchange has made the following
representations:
1. The Exchange has appropriate rules to facilitate transactions in
this type of security in the core and evening trading sessions.
2. The Exchange's surveillance procedures are adequate to properly
monitor the trading of the Shares on the Exchange. In particular, the
Exchange has in place an Information Sharing Agreement with ICE, LME,
and NYMEX, for the purpose of providing information in connection with
trading in or related to futures contracts traded on their respective
exchanges comprising the Indexes. Further, the Exchange is a member of
the ISG. In addition, to facilitate surveillance, the Exchange
represents that trading in the Shares will be subject to Commentary
.02(e)(1)-(4) to NYSE Arca Equities Rule 8.200.
3. The Exchange will inform its ETP Holders in an Information
Bulletin of the special characteristics and risks associated with
trading the Shares.
4. The Exchange will require its ETP Holders to deliver a
prospectus to investors purchasing newly issued Shares prior to or
concurrently with the confirmation of a transaction and will note this
prospectus delivery requirement in the Information Bulletin.
5. The Exchange will cease trading the Shares of a Fund if: (a) The
listing market stops trading the Shares because of a regulatory halt
similar to a halt based on NYSE Arca Equities Rule 7.12 or a halt
because the IFV or the value of the applicable Underlying Index is no
longer available at least every 15 seconds; or (b) the listing market
delists the Shares.
6. The Exchange will halt trading as provided in NYSE Arca Equities
Rule 7.34.
This approval order is conditioned on the Exchange's adherence to
these representations.
The Commission finds good cause for approving this proposal 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 the Shares on the Amex is consistent
with the Act.\29\ The Commission presently is not aware of any
regulatory issue that should cause it to revisit that earlier finding
or preclude the trading of the Shares on the Exchange pursuant to UTP.
Therefore, accelerating approval of this proposal should benefit
investors by creating, without undue delay, additional competition in
the market for the Shares.
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\29\ 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,\30\ that the proposed rule change (SR-NYSEArca-2006-62), as
modified by Amendment Nos. 1 and 2, be, and it hereby is, approved on
an accelerated basis.
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\30\ 15 U.S.C. 78s(b)(2).
\31\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\31\
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-5085 Filed 3-20-07; 8:45 am]
BILLING CODE 8010-01-P