Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Order Granting Accelerated Approval of Proposed Rule Change To Trade Claymore MACROshares Oil Up Tradeable Shares and Claymore MACROshares Oil Down Tradeable Shares Pursuant to Unlisted Trading Privileges, 27889-27891 [E7-9467]
Download as PDF
Federal Register / Vol. 72, No. 95 / Thursday, May 17, 2007 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55740; File No. SR–
NASDAQ–2007–048]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Order Granting Accelerated
Approval of Proposed Rule Change To
Trade Claymore MACROshares Oil Up
Tradeable Shares and Claymore
MACROshares Oil Down Tradeable
Shares Pursuant to Unlisted Trading
Privileges
May 10, 2007.
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 May 3,
2007, The NASDAQ Stock Market LLC
(‘‘Nasdaq’’ 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
substantially prepared by the Exchange.
This notice and order provides notice of
the proposed rule change and approves
the proposal on an accelerated basis.
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Nasdaq proposes to trade, pursuant to
unlisted trading privileged (‘‘UTP’’), (1)
Claymore MACROshares Oil Up
Tradeable Shares (the ‘‘Up-MACRO
Tradeable Shares’’) and (2) Claymore
MACROshares Oil Down Tradeable
Shares (the ‘‘Down-MACRO Tradeable
Shares’’ and together with the UpMACRO Tradeable Shares, the ‘‘MACRO
Tradeable Shares’’).
The text of the proposed rule change
is available from Nasdaq’s Web site at
nasdaq.complinet.com, at Nasdaq’s
principal office, and at 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 III below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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1. Purpose
Nasdaq proposes to trade the MACRO
Tradeable Shares pursuant to UTP. The
MACRO Tradeable Shares are issued by
and represent an undivided beneficial
interest in (1) the Claymore
MACROshares Oil Up Tradeable Trust
(the ‘‘Up-MACRO Tradeable Trust’’) and
(2) the Claymore MACROshares Oil
Down Tradeable Trust (the ‘‘DownMACRO Tradeable Trust’’), respectively.
The assets of these trusts (collectively,
the ‘‘MACRO Tradeable Trusts’’) each
consists exclusively of a majority of the
Claymore MACROshares Oil Up
Holding Shares (‘‘Up-MACRO Holding
Shares’’) issued by the Claymore
MACROshares Oil Up Holding Trust
(‘‘Up-MACRO Holding Trust’’) and the
Claymore MACROshares Oil Down
Holding Shares (‘‘Down-MACRO
Holding Shares’’) issued by the
Claymore MACROshares Oil Down
Holding Trust (‘‘Down-MACRO Holding
Trust’’).3 The Commission previously
approved the listing and trading of the
MACRO Tradeable Shares on the
American Stock Exchange (‘‘Amex’’).4
As described in greater detail in the
Amex Order, the value of the
MACROShares Tradeable Shares is
dependent upon the settlement price of
the light sweet crude oil futures contract
traded on the New York Mercantile
Exchange (‘‘NYMEX’’).
Nasdaq deems the MACRO Tradeable
Shares to be equity securities, thus
rendering trading in the MACRO
Tradeable Shares subject to its existing
rules governing the trading of equity
securities, including Nasdaq Rule 4630,
which governs trading of CommodityRelated Securities. The MACRO
Tradeable Shares will trade on Nasdaq
from 9:30 a.m. until 4:15 p.m. Eastern
Time (‘‘ET’’).
Quotations for and last sale
information regarding the MACRO
Tradeable Shares are disseminated
through the Consolidated Quotation
System. During each trading day, Amex,
acting as the calculation agent,
publishes to the Consolidated Quotation
System, at least every 15 seconds during
the entire time that the MACRO
Tradeable Shares trade on Amex
(normally 9:30 a.m. to 4:15 p.m. ET each
3 The Up-MACRO Holding Shares and DownMACRO Holding Shares (collectively, the ‘‘MACRO
Holding Shares’’) will not be listed or traded on
Nasdaq.
4 See Securities Exchange Act Release No. 54839
(November 29, 2006), 71 FR 70804 (December 6,
2006) (SR–Amex–2006–82) (the ‘‘Amex Order’’).
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27889
trading day), an Indicative Intraday
Value (‘‘IIV’’) representing the estimated
underlying value per share of both the
Up-MACRO Tradeable Shares and the
Down-MACRO Tradeable Shares. Amex
also publishes these values on its Web
site. To enable this calculation, Amex
receives real-time price data from the
NYMEX for the light sweet crude oil
futures contract that trades on the
NYMEX from two major market data
vendors, from the opening of trading of
the light sweet crude oil futures contract
on NYMEX at 10 a.m. to the close of
trading of the MACRO Tradeable Shares
on Amex at 4:15 p.m. ET. In addition,
the closing price of the MACRO
Tradeable Shares on Nasdaq will be
available through the Exchange’s Web
site.
Because the NYMEX market for the
light sweet crude oil futures contract is
closed for portions of the period from
9:30 a.m. to 4:15 p.m. ET, the IIV
calculated values are fixed during these
closures. From 9:30 a.m. to 4:15 p.m.
ET, however, if trading in the NYMEX
light sweet crude oil futures contract is
occurring on the CME Globex electronic
trading platform, those trades would be
used to update IIV values.
The administrative agent for the
MACRO Tradeable Shares, Claymore
Securities, maintains a Web site
(https://
www.ClaymoreMacroShares.com) that is
publicly accessible at no charge and
contains the following information
posted on each NYMEX trading day: the
daily price level percentage change of
the applicable reference price of crude
oil; the daily underlying value of the
Up-MACRO Holding Trust and the pershare underlying value of the UpMACRO Holding Shares and the UpMACRO Tradeable Shares; and the daily
underlying value of the Down-MACRO
Holding Trust and the per-share
underlying value of the Down-MACRO
Holding Shares and the Down-MACRO
Tradeable Shares.
Pricing and other information for
NYMEX light sweet crude oil futures
contracts is available through major
market data vendors such as Reuters
and Bloomberg. Nasdaq has issued an
Information Circular to inform its
members of the special characteristics
and risks associated with trading the
MACRO Tradeable Shares.
Nasdaq would halt trading in the
MACRO Tradeable Shares under the
conditions specified in Nasdaq Rules
4120 and 4121. The conditions for a halt
include a regulatory halt by the listing
market. UTP trading in the MACRO
Tradeable Shares also would be
governed by provisions of Nasdaq Rule
4120 relating to temporary interruptions
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Federal Register / Vol. 72, No. 95 / Thursday, May 17, 2007 / Notices
in the calculation or wide dissemination
of the IIV or the value of the applicable
NYMEX light sweet crude oil futures
contract. Additionally, Nasdaq may
cease trading the MACRO Tradeable
Shares if other unusual conditions or
circumstances exist which, in the
opinion of Nasdaq, make further
dealings on Nasdaq detrimental to the
maintenance of a fair and orderly
market. Nasdaq also would follow any
procedures with respect to trading halts
as set forth in Nasdaq Rule 4120(c).
Finally, Nasdaq would stop trading the
MACRO Tradeable Shares if the listing
market delists them.
Nasdaq believes that its surveillance
procedures are adequate to address any
concerns about the trading of the
MACRO Tradeable Shares on Nasdaq.
Trading of the MACRO Tradeable
Shares is currently subject to NASD’s
surveillance procedures for equity
securities in general and ETFs in
particular.5
Nasdaq is able to obtain information
regarding trading in the MACRO
Tradeable Shares and NYMEX oil
futures contracts through its members in
connection with the proprietary or
customer trades that such members
effect on any relevant market. In
addition, Nasdaq is party to an
Information Sharing Agreement with
NYMEX for the purpose of providing
information in connection with trading
in or related to oil futures contracts
traded on that market.
2. Statutory Basis
pwalker on PROD1PC71 with NOTICES
The Exchange believes that the
proposal is consistent with Section 6(b)
of the Act 6 in general and Section
6(b)(5) of the Act 7 in particular, in that
in that it is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to remove
impediments to a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. In addition, Nasdaq
believes that the proposal is consistent
with Rule 12f–5 under the Act 8 because
it deems the MACRO Tradeable Shares
to be an equity securities, thus
rendering trading in the Macro
Tradeable Shares subject to Nasdaq’s
existing rules governing the trading of
equity securities.
5 NASD surveils trading pursuant to a regulatory
services agreement. Nasdaq is responsible for
NASD’s performance under this regulatory services
agreement.
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(5).
8 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.
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–NASDAQ–2007–048 and
should be submitted on or before June
7, 2007.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Change
After careful review, the Commission
Written comments on the proposed
finds that the proposed rule change is
rule change were neither solicited nor
consistent with the requirements of the
received.
Act and the rules and regulations
thereunder applicable to a national
III. Solicitation of Comments
securities exchange.9 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,10 which requires that
including whether the proposed rule
an exchange have rules designed, among
change is consistent with the Act.
other things, to promote just and
Comments may be submitted by any of
equitable principles of trade, to remove
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. The Commission
rules/sro.shtml); or
believes that this proposal should
• Send an e-mail to rulebenefit investors by increasing
comments@sec.gov. Please include File
competition among markets that trade
Number SR–NASDAQ–2007–048 on the the MACRO Tradeable Shares.
subject line.
In addition, the Commission finds
that the proposal is consistent with
Paper Comments
Section 12(f) of the Act,11 which permits
• Send paper comments in triplicate
an exchange to trade, pursuant to UTP,
to Nancy M. Morris, Secretary,
a security that is listed and registered on
Securities and Exchange Commission,
another exchange.12 The Commission
100 F Street, NE., Washington, DC
notes that it previously approved the
20549–1090.
listing and trading of the MACRO
All submissions should refer to File
Tradeable Shares on Amex and the
Number SR–NASDAQ–2007–048. This
trading of the MACRO Tradeable Shares
file number should be included on the
on NYSE Arca pursuant to UTP.13 The
subject line if e-mail is used. To help the Commission also finds that the proposal
Commission process and review your
is consistent with Rule 12f–5 under the
comments more efficiently, please use
Act,14 which provides that an exchange
only one method. The Commission will shall not extend UTP to a security
post all comments on the Commission’s unless the exchange has in effect a rule
Internet Web site (https://www.sec.gov/
or rules providing for transactions in the
rules/sro.shtml). Copies of the
9 In approving this rule change, the Commission
submission, all subsequent
notes that it has considered the proposal’s impact
amendments, all written statements
on efficiency, competition, and capital formation.
with respect to the proposed rule
See 15 U.S.C. 78c(f).
change that are filed with the
10 15 U.S.C. 78f(b)(5).
11 15 U.S.C. 78l(f).
Commission, and all written
12 Section 12(a) of the Act, 15 U.S.C. 78l(a),
communications relating to the
generally prohibits a broker-dealer from trading a
proposed rule change between the
national securities
Commission and any person, other than security on ais registered on that exchange unless
the security
exchange pursuant
those that may be withheld from the
to Section 12 of the Act. Section 12(f) of the Act
excludes from this restriction trading in any
public in accordance with the
security to which an exchange ‘‘extends UTP.’’
provisions of 5 U.S.C. 552, will be
When an exchange extends UTP to a security, it
available for inspection and copying in
allows its members to trade the security as if it were
the Commission’s Public Reference
listed and registered on the exchange even though
Room. Copies of such filing also will be it is not so listed and registered.
13 See supra note 4. See also Securities Exchange
available for inspection and copying at
Act Release No. 55033 (December 29, 2006) 72 FR
the principal office of the Exchange. All 1253 (January 11, 2007) (approving UTP trading of
comments received will be posted
MACRO Tradeable Shares on NYSE Arca).
14 17 CFR 240.12f–5.
without change; the Commission does
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27891
pwalker on PROD1PC71 with NOTICES
Federal Register / Vol. 72, No. 95 / Thursday, May 17, 2007 / Notices
class or type of security to which the
exchange extends UTP. The Exchange
has represented that it meets this
requirement because it deems the
MACRO Tradeable Shares to be equity
securities, thus rendering trading in the
MACRO Tradeable Shares subject to the
Exchange’s existing rules governing the
trading of equity securities.
The Commission further believes that
the proposal is consistent with Section
11A(a)(1)(C)(iii) of the Act,15 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. Quotations for
and last sale information regarding the
MACRO Tradeable Shares are
disseminated through the facilities of
the CTA and the Consolidated
Quotation System. Furthermore, the IIV,
updated to reflect changes in currency
exchange rates, is calculated by Amex
and published via the facilities of the
Consolidated Tape Association on a 15second delayed basis throughout the
trading hours for the MACRO Tradeable
Shares. In addition, if the listing market
halts trading when the IIV is not being
calculated or disseminated, the
Exchange would halt trading in the
MACRO Tradeable Shares.
The Commission notes that, if the
MACRO Tradeable Shares should be
delisted by the listing exchange, the
Exchange would no longer have
authority to trade the MACRO Tradeable
Shares pursuant to this order.
In support of this proposal, the
Exchange has represented that its
surveillance procedures are adequate to
properly monitor Exchange trading of
the MACRO Tradeable Shares. This
approval order is conditioned on the
Exchange’s adherence to this
representation.
In addition, the Commission recently
approved the trading of the MACRO
Tradeable Shares on the Exchange
pursuant to UTP for a pilot period of
three months.16 In the Pilot Order, the
Commission noted that exchanges that
trade commodity-related securities
generally have in place surveillance
arrangements with markets that trade
the underlying securities. In its proposal
to trade the MACRO Tradeable Shares
for a pilot period, the Exchange
represented that it was in the process of
completing these surveillance
arrangements and expected to do so ‘‘in
the near future.’’ The Exchange recently
provided the Commission with evidence
that it has completed these surveillance
arrangements.
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 MACRO Tradeable Shares
on Amex and the trading of the MACRO
Tradeable Shares on NYSE Arca
pursuant to UTP are consistent with the
Act. The Commission presently is not
aware of any regulatory issue that
should cause it to revisit those findings
or would preclude the continued
trading of the MACRO Tradeable Shares
on the Exchange pursuant to UTP.
Therefore, accelerating approval of this
proposal should benefit investors by
continuing the additional competition
in the market for the MACRO Tradeable
Shares.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,17 that the
proposed rule change (SR–NASDAQ–
2007–048), be and it hereby is, approved
on an accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.18
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E7–9467 Filed 5–16–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55745; File No. SR–NASD–
2007–030]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Trade
Reporting Obligations for Transactions
in Foreign Equity Securities
May 11, 2007.
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 20,
2007, the National Association of
Securities Dealers, Inc. (‘‘NASD’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
15 15
17 15
16 See
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NASD is proposing to adopt a new
paragraph (g) to Rule 6620 to codify a
member’s trade reporting obligations
with respect to transactions in foreign
equity securities. Below is the text of the
proposed rule change. Proposed new
language is in italics; proposed
deletions are in brackets.
*
*
*
*
*
6600. OVER–THE–COUNTER EQUITY
SECURITIES
*
*
*
*
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17:15 May 16, 2007
Jkt 211001
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*
6620. Transaction Reporting
(a) through (f) No change.
(g) Transactions in Foreign Equity
Securities
(1) For purposes of this paragraph, the
term ‘‘foreign equity security’’ means
any OTC Equity Security that is issued
by a corporation or other entity
incorporated or organized under the
laws of any foreign country.
(2) Transactions in foreign equity
securities shall be reported to the OTC
Reporting Facility unless:
(A) The transaction is executed on
and reported to a foreign securities
exchange; or
(B) the transaction is executed over
the counter in a foreign country and is
reported to the regulator of securities
markets for that country.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NASD 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
18 17
U.S.C. 78k–1(a)(1)(C)(iii).
Securities Exchange Act Release No. 55386
(March 2, 2007), 72 FR 10801 (March 9, 2007) (SR–
NASDAQ–2007–016) (the ‘‘Pilot Order’’).
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.
proposed rule change as described in
Items I, II, and III below, which Items
have been substantially prepared by
NASD. NASD has designated the
proposed rule change as ‘‘constituting a
stated policy, practice, or interpretation
with respect to the meaning,
administration, or enforcement of an
existing rule’’ under Section
19(b)(3)(A)(i) of the Act3 and Rule 19b–
4(f)(1) thereunder,4 which renders the
proposal effective upon receipt of this
filing by the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
3 15
4 17
U.S.C. 78s(b)(3)(A)(i).
CFR 240.19b–4(f)(1).
E:\FR\FM\17MYN1.SGM
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Agencies
[Federal Register Volume 72, Number 95 (Thursday, May 17, 2007)]
[Notices]
[Pages 27889-27891]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-9467]
[[Page 27889]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55740; File No. SR-NASDAQ-2007-048]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Order Granting Accelerated Approval of Proposed
Rule Change To Trade Claymore MACROshares Oil Up Tradeable Shares and
Claymore MACROshares Oil Down Tradeable Shares Pursuant to Unlisted
Trading Privileges
May 10, 2007.
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 May 3, 2007, The NASDAQ Stock Market LLC (``Nasdaq'' 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 substantially prepared by the Exchange.
This notice and order provides notice of the proposed rule change and
approves 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
Nasdaq proposes to trade, pursuant to unlisted trading privileged
(``UTP''), (1) Claymore MACROshares Oil Up Tradeable Shares (the ``Up-
MACRO Tradeable Shares'') and (2) Claymore MACROshares Oil Down
Tradeable Shares (the ``Down-MACRO Tradeable Shares'' and together with
the Up-MACRO Tradeable Shares, the ``MACRO Tradeable Shares'').
The text of the proposed rule change is available from Nasdaq's Web
site at nasdaq.complinet.com, at Nasdaq's principal office, and at 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 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
Nasdaq proposes to trade the MACRO Tradeable Shares pursuant to
UTP. The MACRO Tradeable Shares are issued by and represent an
undivided beneficial interest in (1) the Claymore MACROshares Oil Up
Tradeable Trust (the ``Up-MACRO Tradeable Trust'') and (2) the Claymore
MACROshares Oil Down Tradeable Trust (the ``Down-MACRO Tradeable
Trust''), respectively. The assets of these trusts (collectively, the
``MACRO Tradeable Trusts'') each consists exclusively of a majority of
the Claymore MACROshares Oil Up Holding Shares (``Up-MACRO Holding
Shares'') issued by the Claymore MACROshares Oil Up Holding Trust
(``Up-MACRO Holding Trust'') and the Claymore MACROshares Oil Down
Holding Shares (``Down-MACRO Holding Shares'') issued by the Claymore
MACROshares Oil Down Holding Trust (``Down-MACRO Holding Trust'').\3\
The Commission previously approved the listing and trading of the MACRO
Tradeable Shares on the American Stock Exchange (``Amex'').\4\ As
described in greater detail in the Amex Order, the value of the
MACROShares Tradeable Shares is dependent upon the settlement price of
the light sweet crude oil futures contract traded on the New York
Mercantile Exchange (``NYMEX'').
---------------------------------------------------------------------------
\3\ The Up-MACRO Holding Shares and Down-MACRO Holding Shares
(collectively, the ``MACRO Holding Shares'') will not be listed or
traded on Nasdaq.
\4\ See Securities Exchange Act Release No. 54839 (November 29,
2006), 71 FR 70804 (December 6, 2006) (SR-Amex-2006-82) (the ``Amex
Order'').
---------------------------------------------------------------------------
Nasdaq deems the MACRO Tradeable Shares to be equity securities,
thus rendering trading in the MACRO Tradeable Shares subject to its
existing rules governing the trading of equity securities, including
Nasdaq Rule 4630, which governs trading of Commodity-Related
Securities. The MACRO Tradeable Shares will trade on Nasdaq from 9:30
a.m. until 4:15 p.m. Eastern Time (``ET'').
Quotations for and last sale information regarding the MACRO
Tradeable Shares are disseminated through the Consolidated Quotation
System. During each trading day, Amex, acting as the calculation agent,
publishes to the Consolidated Quotation System, at least every 15
seconds during the entire time that the MACRO Tradeable Shares trade on
Amex (normally 9:30 a.m. to 4:15 p.m. ET each trading day), an
Indicative Intraday Value (``IIV'') representing the estimated
underlying value per share of both the Up-MACRO Tradeable Shares and
the Down-MACRO Tradeable Shares. Amex also publishes these values on
its Web site. To enable this calculation, Amex receives real-time price
data from the NYMEX for the light sweet crude oil futures contract that
trades on the NYMEX from two major market data vendors, from the
opening of trading of the light sweet crude oil futures contract on
NYMEX at 10 a.m. to the close of trading of the MACRO Tradeable Shares
on Amex at 4:15 p.m. ET. In addition, the closing price of the MACRO
Tradeable Shares on Nasdaq will be available through the Exchange's Web
site.
Because the NYMEX market for the light sweet crude oil futures
contract is closed for portions of the period from 9:30 a.m. to 4:15
p.m. ET, the IIV calculated values are fixed during these closures.
From 9:30 a.m. to 4:15 p.m. ET, however, if trading in the NYMEX light
sweet crude oil futures contract is occurring on the CME Globex
electronic trading platform, those trades would be used to update IIV
values.
The administrative agent for the MACRO Tradeable Shares, Claymore
Securities, maintains a Web site (https://www.ClaymoreMacroShares.com)
that is publicly accessible at no charge and contains the following
information posted on each NYMEX trading day: the daily price level
percentage change of the applicable reference price of crude oil; the
daily underlying value of the Up-MACRO Holding Trust and the per-share
underlying value of the Up-MACRO Holding Shares and the Up-MACRO
Tradeable Shares; and the daily underlying value of the Down-MACRO
Holding Trust and the per-share underlying value of the Down-MACRO
Holding Shares and the Down-MACRO Tradeable Shares.
Pricing and other information for NYMEX light sweet crude oil
futures contracts is available through major market data vendors such
as Reuters and Bloomberg. Nasdaq has issued an Information Circular to
inform its members of the special characteristics and risks associated
with trading the MACRO Tradeable Shares.
Nasdaq would halt trading in the MACRO Tradeable Shares under the
conditions specified in Nasdaq Rules 4120 and 4121. The conditions for
a halt include a regulatory halt by the listing market. UTP trading in
the MACRO Tradeable Shares also would be governed by provisions of
Nasdaq Rule 4120 relating to temporary interruptions
[[Page 27890]]
in the calculation or wide dissemination of the IIV or the value of the
applicable NYMEX light sweet crude oil futures contract. Additionally,
Nasdaq may cease trading the MACRO Tradeable Shares if other unusual
conditions or circumstances exist which, in the opinion of Nasdaq, make
further dealings on Nasdaq detrimental to the maintenance of a fair and
orderly market. Nasdaq also would follow any procedures with respect to
trading halts as set forth in Nasdaq Rule 4120(c). Finally, Nasdaq
would stop trading the MACRO Tradeable Shares if the listing market
delists them.
Nasdaq believes that its surveillance procedures are adequate to
address any concerns about the trading of the MACRO Tradeable Shares on
Nasdaq. Trading of the MACRO Tradeable Shares is currently subject to
NASD's surveillance procedures for equity securities in general and
ETFs in particular.\5\
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\5\ NASD surveils trading pursuant to a regulatory services
agreement. Nasdaq is responsible for NASD's performance under this
regulatory services agreement.
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Nasdaq is able to obtain information regarding trading in the MACRO
Tradeable Shares and NYMEX oil futures contracts through its members in
connection with the proprietary or customer trades that such members
effect on any relevant market. In addition, Nasdaq is party to an
Information Sharing Agreement with NYMEX for the purpose of providing
information in connection with trading in or related to oil futures
contracts traded on that market.
2. Statutory Basis
The Exchange believes that the proposal is consistent with Section
6(b) of the Act \6\ in general and Section 6(b)(5) of the Act \7\ in
particular, in that in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to remove impediments to a free and open market
and a national market system, and, in general, to protect investors and
the public interest. In addition, Nasdaq believes that the proposal is
consistent with Rule 12f-5 under the Act \8\ because it deems the MACRO
Tradeable Shares to be an equity securities, thus rendering trading in
the Macro Tradeable Shares subject to Nasdaq's existing rules governing
the trading of equity securities.
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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
\8\ 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-NASDAQ-2007-048 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASDAQ-2007-048. 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-NASDAQ-2007-048 and should be submitted on or before
June 7, 2007.
IV. Commission's Findings and Order Granting Accelerated Approval of
the Proposed Rule Change
After careful review, 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.\9\
In particular, the Commission finds that the proposed rule change is
consistent with Section 6(b)(5) of the Act,\10\ 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. The Commission
believes that this proposal should benefit investors by increasing
competition among markets that trade the MACRO Tradeable Shares.
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\9\ In approving this rule change, the Commission notes that it
has considered the proposal's impact on efficiency, competition, and
capital formation. See 15 U.S.C. 78c(f).
\10\ 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,\11\ which permits an exchange to trade,
pursuant to UTP, a security that is listed and registered on another
exchange.\12\ The Commission notes that it previously approved the
listing and trading of the MACRO Tradeable Shares on Amex and the
trading of the MACRO Tradeable Shares on NYSE Arca pursuant to UTP.\13\
The Commission also finds that the proposal is consistent with Rule
12f-5 under the Act,\14\ 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
[[Page 27891]]
class or type of security to which the exchange extends UTP. The
Exchange has represented that it meets this requirement because it
deems the MACRO Tradeable Shares to be equity securities, thus
rendering trading in the MACRO Tradeable Shares subject to the
Exchange's existing rules governing the trading of equity securities.
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\11\ 15 U.S.C. 78l(f).
\12\ 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.
\13\ See supra note 4. See also Securities Exchange Act Release
No. 55033 (December 29, 2006) 72 FR 1253 (January 11, 2007)
(approving UTP trading of MACRO Tradeable Shares on NYSE Arca).
\14\ 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,\15\ 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. Quotations for and last sale information regarding the
MACRO Tradeable Shares are disseminated through the facilities of the
CTA and the Consolidated Quotation System. Furthermore, the IIV,
updated to reflect changes in currency exchange rates, is calculated by
Amex and published via the facilities of the Consolidated Tape
Association on a 15-second delayed basis throughout the trading hours
for the MACRO Tradeable Shares. In addition, if the listing market
halts trading when the IIV is not being calculated or disseminated, the
Exchange would halt trading in the MACRO Tradeable Shares.
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\15\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
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The Commission notes that, if the MACRO Tradeable Shares should be
delisted by the listing exchange, the Exchange would no longer have
authority to trade the MACRO Tradeable Shares pursuant to this order.
In support of this proposal, the Exchange has represented that its
surveillance procedures are adequate to properly monitor Exchange
trading of the MACRO Tradeable Shares. This approval order is
conditioned on the Exchange's adherence to this representation.
In addition, the Commission recently approved the trading of the
MACRO Tradeable Shares on the Exchange pursuant to UTP for a pilot
period of three months.\16\ In the Pilot Order, the Commission noted
that exchanges that trade commodity-related securities generally have
in place surveillance arrangements with markets that trade the
underlying securities. In its proposal to trade the MACRO Tradeable
Shares for a pilot period, the Exchange represented that it was in the
process of completing these surveillance arrangements and expected to
do so ``in the near future.'' The Exchange recently provided the
Commission with evidence that it has completed these surveillance
arrangements.
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\16\ See Securities Exchange Act Release No. 55386 (March 2,
2007), 72 FR 10801 (March 9, 2007) (SR-NASDAQ-2007-016) (the ``Pilot
Order'').
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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 MACRO Tradeable Shares on Amex and
the trading of the MACRO Tradeable Shares on NYSE Arca pursuant to UTP
are consistent with the Act. The Commission presently is not aware of
any regulatory issue that should cause it to revisit those findings or
would preclude the continued trading of the MACRO Tradeable Shares on
the Exchange pursuant to UTP. Therefore, accelerating approval of this
proposal should benefit investors by continuing the additional
competition in the market for the MACRO Tradeable Shares.
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\17\ that the proposed rule change (SR-NASDAQ-2007-048), be and it
hereby is, approved on an accelerated basis.
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\17\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E7-9467 Filed 5-16-07; 8:45 am]
BILLING CODE 8010-01-P