Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Order Granting Accelerated Approval of Proposed Rule Change to Trade Shares of the PowerShares DB Commodity Index Tracking Fund Pursuant to Unlisted Trading Privileges, 28733-28736 [E7-9738]
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Federal Register / Vol. 72, No. 98 / Tuesday, May 22, 2007 / Notices
and the rules and regulations under the
Act applicable to a national securities
exchange and, in particular, the
requirements of Section 6(b) of the Act.7
Specifically, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) requirements that the
rules of an exchange be designed to
promote just and equitable principles of
trade, to prevent fraudulent and
manipulative acts and, in general, to
protect investors and the public
interest.8
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change will impose any
burden on competition 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 neither solicited nor
received comments on the proposal.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change: (1)
Does not significantly affect the
protection of investors or the public
interest; (2) does not impose any
significant burden on competition; and
(3) does not become operative for 30
days after the date of the filing, or such
shorter time as the Commission may
designate if consistent with the
protection of investors and the public
interest, the proposed rule change has
become effective pursuant to Section
19(b)(3)(A) of the Act 9 and Rule 19b–
4(f)(6) thereunder.10
The Exchange has asked the
Commission to waive the 30-day
operative delay and allow the proposed
rule change to become operative
immediately. The Commission hereby
grants that request.11 The Commission
believes that it is consistent with the
protection of investors and the public
interest to waive the 30-day operative
delay so that the CBOE may
7 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
9 15 U.S.C. 78s(b)(3)(A).
10 17 CFR 240.19b–4(f)(6). As required by Rule
19b–4(f)(6)(iii) under the Act, the Exchange also
provided with the Commission with written notice
of its intent to file the proposed rule change, along
with a brief description and text of the proposed
rule change, at least five business days prior to the
date of the proposed rule change.
11 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
jlentini on PROD1PC65 with NOTICES
8 15
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immediately begin using the holdback
timer in an effort to mitigate quotes on
the CBOE. The Commission does not
believe that implementation of the
holdback timer raises any novel issues
of regulatory concern as the
Commission previously approved the
use of substantively similar quote
mitigation strategies by the ISE and
Amex.12
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. 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 rulecomments@sec.gov. Please include File
Number SR–CBOE–2007–45 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–CBOE–2007–45. 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 CBOE. 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–CBOE–2007–45 and should
be submitted on or before June 12, 2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.13
J. Lynn Taylor,
Assistant Secretary.
[FR Doc. E7–9807 Filed 5–21–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55767; File No. SR–
NASDAQ–2007–051]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Order Granting Accelerated
Approval of Proposed Rule Change to
Trade Shares of the PowerShares DB
Commodity Index Tracking Fund
Pursuant to Unlisted Trading
Privileges
May 15, 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 10,
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.
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’’),
shares (‘‘Shares’’) of the PowerShares
DB Commodity Index Tracking Fund
(the ‘‘Fund’’).
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.
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
12 See
PO 00000
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Federal Register / Vol. 72, No. 98 / Tuesday, May 22, 2007 / Notices
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
jlentini on PROD1PC65 with NOTICES
1. Purpose
Nasdaq is proposing to trade the
Shares on a UTP basis. The Shares are
currently trading on Nasdaq on a threemonth pilot basis.3 Approval of this
filing will allow the Shares to continue
to trade after the expiration of the pilot.
The Commission previously approved
the listing and trading of the Shares on
the American Stock Exchange
(‘‘Amex’’).4
The Shares of the Fund represent
beneficial ownership interests in the
Fund’s net assets, consisting solely of
the common units of beneficial interests
of the DB Commodity Index Tracking
Master Fund (‘‘Master Fund’’). Each
Share of the Fund correlates with a
Master Fund share issued by the Master
Fund and held by the Fund. The
investment objective of each of the Fund
and the Master Fund is to reflect the
performance of the Deutsche Bank
Liquid Commodity IndexTM (‘‘DBLCI’’
or ‘‘Index’’), less the expenses of the
operations of the Fund and the Master
Fund. The Fund pursues its investment
objective by investing substantially all
of its assets in the Master Fund. The
Fund holds no investment assets other
than Master Fund shares. The Master
Fund pursues its investment objective
by investing primarily in a portfolio of
futures contracts in the commodities
comprising the Index, which are crude
oil, heating oil, aluminum, gold, corn,
and wheat (‘‘Index commodities’’). The
Master Fund also holds cash and U.S.
Treasury securities for deposit with
futures commission merchants for
margin purposes, and other high-credit3 Securities Exchange Act Release No. 55386
(March 2, 2007), 72 FR 10801 (March 9, 2007) (SR–
NASDAQ–2007–016).
4 See Securities Exchange Act Release No. 53105
(January 11, 2006), 71 FR 3129 (January 19, 2006)
(SR–Amex–2005–059) (the ‘‘Amex Order’’).
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19:44 May 21, 2007
Jkt 211001
quality short-term fixed income
securities.
A description of the DBLCI,
commodity futures contracts and related
options, operation of the Fund, and the
Shares is set forth in the Amex Order.
To summarize, an issuance of Shares is
made only in a basket of 200,000 Shares
(‘‘Basket Aggregation’’ or ‘‘Basket’’) or
multiples thereof. The Fund issues and
redeems the Shares on a continuous
basis, by or through participants that
have entered into participant
agreements (each, an ‘‘Authorized
Participant’’) 5 with the Fund and its
Managing Owner,6 at the net asset value
(‘‘NAV’’) per Share determined shortly
after 4 p.m. Eastern Time (‘‘ET’’) or the
closing of the last to close of the futures
exchanges on which the Index
commodities are traded, whichever is
later, on the business day on which an
order to purchase the Shares in one or
more Baskets is received in proper form.
Shortly after 4 p.m. ET each business
day, The Bank of New York
(‘‘Administrator’’) determines the NAV
for the Fund and Master Fund, utilizing
the current day’s settlement value of the
particular commodity futures contracts
in the Master Fund’s portfolio and the
value of the Master Fund’s cash and
high-credit-quality, short-term fixed
income securities. However, if a futures
contract on a trading day cannot be
liquidated due to the operation of daily
limits or other rules of an exchange
upon which such futures contract is
traded, the settlement price on the most
recent trading day on which the futures
contract could have been liquidated
would be used in determining the
Fund’s and the Master Fund’s NAV.
Accordingly, for both U.S. and non-U.S.
futures contracts, the Administrator
typically uses that day’s futures
settlement price for determining the
NAV. The calculation methodology for
the NAV is described in more detail in
the Amex Order.
A Basket is issued in exchange for an
amount of cash equal to the NAV per
Share times 200,000 Shares (‘‘Basket
5 An ‘‘Authorized Participant’’ is a person, who
at the time of submitting to the trustee an order to
create or redeem one or more Baskets: (i) Is a
registered broker-dealer; (ii) is a Depository Trust
Company participant or indirect participant; and
(iii) has in effect a valid Participant Agreement with
the Fund issuer.
6 The Managing Owner is DB Commodity
Services LLC, a Delaware limited liability company
that is registered with the Commodity Futures
Trading Commission as a commodity pool operator
and commodity trading advisor. The Managing
Owner is an affiliate of Deutsche Bank AG, the
sponsor of the Fund and Master Fund. The
Managing Owner serves as the commodity pool
operator and commodity trading advisor of the
Fund and the Master Fund and manages and
controls all aspects of the business of the Funds.
PO 00000
Frm 00069
Fmt 4703
Sfmt 4703
Amount’’) on the purchase order date.
The Basket Amount and NAV are
usually determined on each business
day by the Administrator shortly after 4
p.m. ET. Baskets are issued as of 12
noon ET, on the business day
immediately following the purchase
order date (T+1) at the NAV per Share
on the purchase order date if the
required payment has been timely
received. An Authorized Participant
that wishes to purchase a Basket must
transfer the Basket Amount to the Fund
in exchange for a Basket. A Basket is
then separable upon issuance into the
Shares that will be traded on Nasdaq on
a UTP basis.
The Shares are not individually
redeemable but are redeemable only in
Baskets. To redeem Shares, an
Authorized Participant is required to
accumulate enough Shares to constitute
a Basket (i.e., 200,000 Shares). An
Authorized Participant that wishes to
redeem a Basket would receive the
Basket Amount in exchange for each
Basket surrendered. The operation of
the Fund and creation and redemption
process is described in more detail in
the Amex Order.
The value of the Index is calculated
and published by its sponsor, Deutsche
Bank AG London (‘‘DB London’’), at
least every 15 seconds from 9:30 a.m. to
4:15 p.m. ET through Bloomberg,
Reuters, and other market data vendors.
In addition, the Index value is available
on DB London’s Web site at https://
index.db.com and on the Fund’s Web
site at https://www.dbcfund.db.com on a
20-minute delayed basis.7 The closing
Index level is similarly provided by DB
London and the Fund. In addition, any
adjustments or changes to the Index are
also provided by DB London and the
Fund on their respective Web sites.8
The closing prices and daily
settlement prices for the futures
contracts held by the Master Fund are
7 Nasdaq provides a hyperlink from its Web site
at https://www.nasdaq.com to the Fund’s Web site
at https://www.dbcfund.db.com and the DB London
Web site at https://index.db.com. The Fund also
maintains a Web site at https://
www.powershares.com, to which Nasdaq also
provides a link from its Web site.
8 According to the Amex Order, DB London, the
sponsor of the Index, has in place procedures to
prevent the improper sharing of information
between different affiliates and departments.
Specifically, an information barrier exists between
the personnel within DB London that calculate and
reconstitute the Index and other personnel of DB
London, including but not limited to the Managing
Owner, sales and trading, external or internal fund
managers, and bank personnel who are involved in
hedging the bank’s exposure to instruments linked
to the Index, in order to prevent the improper
sharing of information relating to the recomposition
of the Index. The Index is not calculated by a
broker-dealer.
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Federal Register / Vol. 72, No. 98 / Tuesday, May 22, 2007 / Notices
publicly available on the Web sites of
the futures exchanges trading the
particular contracts. The particular
futures exchange for each futures
contract with Web site information is as
follows: (i) Aluminum—London Metal
Exchange (‘‘LME’’) at https://
www.lme.com; (ii) corn and wheat—
Board of Trade of the City of Chicago,
Inc. (‘‘CBOT’’) at https://www.cbot.com;
and (iii) crude oil, heating oil, and
gold—New York Mercantile Exchange
(‘‘NYMEX’’) at https://www.nymex.com.
DB London’s Web site at https://
index.db.com also contains futures
contract pricing information.
The Web site for the Fund at https://
www.powershares.com contains the
following information: (a) 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 (‘‘BidAsk Price’’); (c) 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
previous calendar quarters; (e) the
prospectus; and (f) other applicable
quantitative information. Quotations for
and last-sale information regarding the
Shares are disseminated via the CTA/
CQS.
As described above, the NAV for the
Fund is calculated and disseminated
daily. Amex also disseminates, from
9:30 a.m. to 4:15 p.m. ET, for the Fund
on a daily basis by means of CTA/CQ
High Speed Lines information with
respect to the Indicative Fund Value
(‘‘IFV’’), recent NAV, and Shares
outstanding. Amex also makes available
on its Web site daily trading volume,
closing prices, and the NAV.
In addition to calculating the NAV of
the Fund on a daily basis, the
Administrator causes to be made
available on a daily basis the amount of
cash to be deposited in connection with
the issuance of the Shares in Basket
Aggregations. Other investors can
request such information directly from
the Administrator.
Nasdaq deems the Shares to be equity
securities, thus rendering trading in the
Shares subject to Nasdaq’s existing rules
governing the trading of equity
securities, including Nasdaq Rule 4630.
The trading hours for the Shares on
Nasdaq will be 9:30 a.m. to 4:15 p.m.
ET.
Nasdaq would halt trading in the
Shares under the conditions specified in
Nasdaq Rules 4120 and 4121. The
conditions for a halt include a
regulatory halt by the listing market.
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18:21 May 21, 2007
Jkt 211001
UTP trading in the Shares will also be
governed by provisions of Nasdaq Rule
4120 relating to temporary interruptions
in the calculation or wide dissemination
of the IFV or the value of the Index.
Additionally, Nasdaq may cease trading
the 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 will also follow any
procedures with respect to trading halts
as set forth in Nasdaq Rule 4120(c).
Finally, Nasdaq would stop trading the
Shares if the listing market delists them.
Nasdaq believes that its surveillance
procedures are adequate to address any
concerns about the trading of the Shares
on Nasdaq. Trading of the Shares
through Nasdaq facilities is currently
subject to NASD’s surveillance
procedures for equity securities in
general and ETFs in particular.9 Nasdaq
is able to obtain information regarding
trading in the Shares and the underlying
futures contracts through its members in
connection with the proprietary or
customer trades that such members
effect on any relevant market. In
addition, Nasdaq may obtain trading
information via the Intermarket
Surveillance Group (‘‘ISG’’) from other
exchanges who are members or affiliates
of the ISG, including the CBOT, and
Nasdaq has information-sharing
agreements in place with NYMEX and
LME. Nasdaq has issued an Information
Circular to inform its members of the
special characteristics and risks
associated with trading the Shares.
2. Statutory Basis
The Exchange believes that the
proposal is consistent with Section 6(b)
of the Act 10 in general and Section
6(b)(5) of the Act 11 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, 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 12
because it deems the Shares to be an
equity securities, thus rendering trading
in the Shares subject to Nasdaq’s
9 NASD surveils trading pursuant to a regulatory
services agreement. Nasdaq is responsible for
NASD’s performance under this regulatory services
agreement.
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
12 17 CFR 240.12f–5.
PO 00000
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28735
existing rules governing the trading of
equity securities.
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 rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2007–051 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–2007–051. 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
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jlentini on PROD1PC65 with NOTICES
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–2007–051 and
should be submitted on or before June
12, 2007.
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
rendering trading in the Shares subject
to the Exchange’s existing rules
governing the trading of equity
securities.
IV. Commission’s Findings and Order
The Commission further believes that
Granting Accelerated Approval of the
the proposal is consistent with Section
Proposed Rule Change
11A(a)(1)(C)(iii) of the Act,19 which sets
After careful review, the Commission
forth Congress’ finding that it is in the
finds that the proposed rule change is
public interest and appropriate for the
consistent with the requirements of the
protection of investors and the
Act and the rules and regulations
maintenance of fair and orderly markets
thereunder applicable to a national
to assure the availability to brokers,
13 In particular, the
securities exchange.
dealers, and investors of information
Commission finds that the proposed
with respect to quotations for and
rule change is consistent with Section
transactions in securities. Quotations for
6(b)(5) of the Act,14 which requires that
and last-sale information regarding the
an exchange have rules designed, among Shares are disseminated through the
other things, to promote just and
facilities of the CTA and the
equitable principles of trade, to remove
Consolidated Quotation System.
impediments to and perfect the
Furthermore, the IFV, updated to reflect
mechanism of a free and open market
changes in currency exchange rates, is
and a national market system, and in
calculated by Amex and published via
general to protect investors and the
the facilities of the Consolidated Tape
public interest. The Commission
Association on a 15-second delayed
believes that this proposal should
basis throughout the trading hours for
benefit investors by increasing
the Shares. In addition, if the listing
competition among markets that trade
market halts trading when the IFV is not
the Shares.
being calculated or disseminated, the
In addition, the Commission finds
Exchange would halt trading in the
that the proposal is consistent with
Section 12(f) of the Act,15 which permits Shares.
The Commission notes that, if the
an exchange to trade, pursuant to UTP,
a security that is listed and registered on Shares should be delisted by the listing
exchange, the Exchange would no
another exchange.16 The Commission
longer have authority to trade the Shares
notes that it previously approved the
pursuant to this order.
listing and trading of the Shares on
In support of this proposal, the
Amex and the trading of the Shares on
Exchange has represented that its
NYSE Arca pursuant to UTP.17 The
Commission also finds that the proposal surveillance procedures are adequate to
properly monitor Exchange trading of
is consistent with Rule 12f–5 under the
Act,18 which provides that an exchange the Shares. This approval order is
conditioned on the Exchange’s
shall not extend UTP to a security
adherence to this representation.
13 In approving this rule change, the Commission
In addition, the Commission recently
notes that it has considered the proposal’s impact
approved the trading of the Shares on
on efficiency, competition, and capital formation.
the Exchange pursuant to UTP for a
See 15 U.S.C. 78c(f).
pilot period of three months.20 In the
14 15 U.S.C. 78f(b)(5).
15 15 U.S.C. 78l(f).
Pilot Order, the Commission noted that
16 Section 12(a) of the Act, 15 U.S.C. 78l(a),
exchanges that trade commodity-related
generally prohibits a broker-dealer from trading a
securities generally have in place
security on a national securities exchange unless
surveillance arrangements with markets
the security is registered on that exchange pursuant
that trade the underlying securities. In
to Section 12 of the Act. Section 12(f) of the Act
its proposal to trade the Shares for a
excludes from this restriction trading in any
security to which an exchange ‘‘extends UTP.’’
pilot period, the Exchange represented
When an exchange extends UTP to a security, it
that it was in the process of completing
allows its members to trade the security as if it were
these surveillance arrangements and
listed and registered on the exchange even though
it is not so listed and registered.
expected to do so ‘‘in the near future.’’
17 See supra note 4 (approving listing and trading
The Exchange recently provided the
of Shares on Amex). See also Securities Exchange
Commission with evidence that it has
Act Release No. 53736 (April 27, 2006) 71 FR 26582
(May 5, 2006) (approving UTP trading of Shares on
Pacific Exchange, Inc. n/k/a NYSE Arca).
18 17 CFR 240.12f–5.
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18:21 May 21, 2007
Jkt 211001
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 Shares on Amex and the
trading of the 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 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
Shares.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,21 that the
proposed rule change (SR–NASDAQ–
2007–049), be and it hereby is, approved
on an accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.22
Jill M. Peterson,
Assistant Secretary.
[FR Doc. E7–9738 Filed 5–21–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55760; File No. SR–
NASDAQ–2007–046]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Order Granting Accelerated
Approval of Proposed Rule Change to
Trade Three iPath Exchange-Traded
Notes Pursuant to Unlisted Trading
Privileges
May 15, 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 1,
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 order provides notice of the
21 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
22 17
19 15
U.S.C. 78k–1(a)(1)(C)(iii).
supra note 3.
20 See
PO 00000
Frm 00071
Fmt 4703
Sfmt 4703
E:\FR\FM\22MYN1.SGM
22MYN1
Agencies
[Federal Register Volume 72, Number 98 (Tuesday, May 22, 2007)]
[Notices]
[Pages 28733-28736]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-9738]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55767; File No. SR-NASDAQ-2007-051]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Order Granting Accelerated Approval of Proposed
Rule Change to Trade Shares of the PowerShares DB Commodity Index
Tracking Fund Pursuant to Unlisted Trading Privileges
May 15, 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 10, 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''), shares (``Shares'') of the PowerShares DB Commodity Index
Tracking Fund (the ``Fund'').
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.
[[Page 28734]]
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 is proposing to trade the Shares on a UTP basis. The Shares
are currently trading on Nasdaq on a three-month pilot basis.\3\
Approval of this filing will allow the Shares to continue to trade
after the expiration of the pilot. The Commission previously approved
the listing and trading of the Shares on the American Stock Exchange
(``Amex'').\4\
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\3\ Securities Exchange Act Release No. 55386 (March 2, 2007),
72 FR 10801 (March 9, 2007) (SR-NASDAQ-2007-016).
\4\ See Securities Exchange Act Release No. 53105 (January 11,
2006), 71 FR 3129 (January 19, 2006) (SR-Amex-2005-059) (the ``Amex
Order'').
---------------------------------------------------------------------------
The Shares of the Fund represent beneficial ownership interests in
the Fund's net assets, consisting solely of the common units of
beneficial interests of the DB Commodity Index Tracking Master Fund
(``Master Fund''). Each Share of the Fund correlates with a Master Fund
share issued by the Master Fund and held by the Fund. The investment
objective of each of the Fund and the Master Fund is to reflect the
performance of the Deutsche Bank Liquid Commodity IndexTM (``DBLCI'' or
``Index''), less the expenses of the operations of the Fund and the
Master Fund. The Fund pursues its investment objective by investing
substantially all of its assets in the Master Fund. The Fund holds no
investment assets other than Master Fund shares. The Master Fund
pursues its investment objective by investing primarily in a portfolio
of futures contracts in the commodities comprising the Index, which are
crude oil, heating oil, aluminum, gold, corn, and wheat (``Index
commodities''). The Master Fund also holds cash and U.S. Treasury
securities for deposit with futures commission merchants for margin
purposes, and other high-credit-quality short-term fixed income
securities.
A description of the DBLCI, commodity futures contracts and related
options, operation of the Fund, and the Shares is set forth in the Amex
Order. To summarize, an issuance of Shares is made only in a basket of
200,000 Shares (``Basket Aggregation'' or ``Basket'') or multiples
thereof. The Fund issues and redeems the Shares on a continuous basis,
by or through participants that have entered into participant
agreements (each, an ``Authorized Participant'') \5\ with the Fund and
its Managing Owner,\6\ at the net asset value (``NAV'') per Share
determined shortly after 4 p.m. Eastern Time (``ET'') or the closing of
the last to close of the futures exchanges on which the Index
commodities are traded, whichever is later, on the business day on
which an order to purchase the Shares in one or more Baskets is
received in proper form.
---------------------------------------------------------------------------
\5\ An ``Authorized Participant'' is a person, who at the time
of submitting to the trustee an order to create or redeem one or
more Baskets: (i) Is a registered broker-dealer; (ii) is a
Depository Trust Company participant or indirect participant; and
(iii) has in effect a valid Participant Agreement with the Fund
issuer.
\6\ The Managing Owner is DB Commodity Services LLC, a Delaware
limited liability company that is registered with the Commodity
Futures Trading Commission as a commodity pool operator and
commodity trading advisor. The Managing Owner is an affiliate of
Deutsche Bank AG, the sponsor of the Fund and Master Fund. The
Managing Owner serves as the commodity pool operator and commodity
trading advisor of the Fund and the Master Fund and manages and
controls all aspects of the business of the Funds.
---------------------------------------------------------------------------
Shortly after 4 p.m. ET each business day, The Bank of New York
(``Administrator'') determines the NAV for the Fund and Master Fund,
utilizing the current day's settlement value of the particular
commodity futures contracts in the Master Fund's portfolio and the
value of the Master Fund's cash and high-credit-quality, short-term
fixed income securities. However, if a futures contract on a trading
day cannot be liquidated due to the operation of daily limits or other
rules of an exchange upon which such futures contract is traded, the
settlement price on the most recent trading day on which the futures
contract could have been liquidated would be used in determining the
Fund's and the Master Fund's NAV. Accordingly, for both U.S. and non-
U.S. futures contracts, the Administrator typically uses that day's
futures settlement price for determining the NAV. The calculation
methodology for the NAV is described in more detail in the Amex Order.
A Basket is issued in exchange for an amount of cash equal to the
NAV per Share times 200,000 Shares (``Basket Amount'') on the purchase
order date. The Basket Amount and NAV are usually determined on each
business day by the Administrator shortly after 4 p.m. ET. Baskets are
issued as of 12 noon ET, on the business day immediately following the
purchase order date (T+1) at the NAV per Share on the purchase order
date if the required payment has been timely received. An Authorized
Participant that wishes to purchase a Basket must transfer the Basket
Amount to the Fund in exchange for a Basket. A Basket is then separable
upon issuance into the Shares that will be traded on Nasdaq on a UTP
basis.
The Shares are not individually redeemable but are redeemable only
in Baskets. To redeem Shares, an Authorized Participant is required to
accumulate enough Shares to constitute a Basket (i.e., 200,000 Shares).
An Authorized Participant that wishes to redeem a Basket would receive
the Basket Amount in exchange for each Basket surrendered. The
operation of the Fund and creation and redemption process is described
in more detail in the Amex Order.
The value of the Index is calculated and published by its sponsor,
Deutsche Bank AG London (``DB London''), at least every 15 seconds from
9:30 a.m. to 4:15 p.m. ET through Bloomberg, Reuters, and other market
data vendors. In addition, the Index value is available on DB London's
Web site at https://index.db.com and on the Fund's Web site at https://
www.dbcfund.db.com on a 20-minute delayed basis.\7\ The closing Index
level is similarly provided by DB London and the Fund. In addition, any
adjustments or changes to the Index are also provided by DB London and
the Fund on their respective Web sites.\8\
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\7\ Nasdaq provides a hyperlink from its Web site at https://
www.nasdaq.com to the Fund's Web site at https://www.dbcfund.db.com
and the DB London Web site at https://index.db.com. The Fund also
maintains a Web site at https://www.powershares.com, to which Nasdaq
also provides a link from its Web site.
\8\ According to the Amex Order, DB London, the sponsor of the
Index, has in place procedures to prevent the improper sharing of
information between different affiliates and departments.
Specifically, an information barrier exists between the personnel
within DB London that calculate and reconstitute the Index and other
personnel of DB London, including but not limited to the Managing
Owner, sales and trading, external or internal fund managers, and
bank personnel who are involved in hedging the bank's exposure to
instruments linked to the Index, in order to prevent the improper
sharing of information relating to the recomposition of the Index.
The Index is not calculated by a broker-dealer.
---------------------------------------------------------------------------
The closing prices and daily settlement prices for the futures
contracts held by the Master Fund are
[[Page 28735]]
publicly available on the Web sites of the futures exchanges trading
the particular contracts. The particular futures exchange for each
futures contract with Web site information is as follows: (i)
Aluminum--London Metal Exchange (``LME'') at https://www.lme.com; (ii)
corn and wheat--Board of Trade of the City of Chicago, Inc. (``CBOT'')
at https://www.cbot.com; and (iii) crude oil, heating oil, and gold--New
York Mercantile Exchange (``NYMEX'') at https://www.nymex.com. DB
London's Web site at https://index.db.com also contains futures
contract pricing information.
The Web site for the Fund at https://www.powershares.com contains
the following information: (a) 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 (``Bid-Ask
Price''); (c) 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 previous calendar
quarters; (e) the prospectus; and (f) other applicable quantitative
information. Quotations for and last-sale information regarding the
Shares are disseminated via the CTA/CQS.
As described above, the NAV for the Fund is calculated and
disseminated daily. Amex also disseminates, from 9:30 a.m. to 4:15 p.m.
ET, for the Fund on a daily basis by means of CTA/CQ High Speed Lines
information with respect to the Indicative Fund Value (``IFV''), recent
NAV, and Shares outstanding. Amex also makes available on its Web site
daily trading volume, closing prices, and the NAV.
In addition to calculating the NAV of the Fund on a daily basis,
the Administrator causes to be made available on a daily basis the
amount of cash to be deposited in connection with the issuance of the
Shares in Basket Aggregations. Other investors can request such
information directly from the Administrator.
Nasdaq deems the Shares to be equity securities, thus rendering
trading in the Shares subject to Nasdaq's existing rules governing the
trading of equity securities, including Nasdaq Rule 4630. The trading
hours for the Shares on Nasdaq will be 9:30 a.m. to 4:15 p.m. ET.
Nasdaq would halt trading in the 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
Shares will also be governed by provisions of Nasdaq Rule 4120 relating
to temporary interruptions in the calculation or wide dissemination of
the IFV or the value of the Index. Additionally, Nasdaq may cease
trading the 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
will also follow any procedures with respect to trading halts as set
forth in Nasdaq Rule 4120(c). Finally, Nasdaq would stop trading the
Shares if the listing market delists them.
Nasdaq believes that its surveillance procedures are adequate to
address any concerns about the trading of the Shares on Nasdaq. Trading
of the Shares through Nasdaq facilities is currently subject to NASD's
surveillance procedures for equity securities in general and ETFs in
particular.\9\ Nasdaq is able to obtain information regarding trading
in the Shares and the underlying futures contracts through its members
in connection with the proprietary or customer trades that such members
effect on any relevant market. In addition, Nasdaq may obtain trading
information via the Intermarket Surveillance Group (``ISG'') from other
exchanges who are members or affiliates of the ISG, including the CBOT,
and Nasdaq has information-sharing agreements in place with NYMEX and
LME. Nasdaq has issued an Information Circular to inform its members of
the special characteristics and risks associated with trading the
Shares.
---------------------------------------------------------------------------
\9\ NASD surveils trading pursuant to a regulatory services
agreement. Nasdaq is responsible for NASD's performance under this
regulatory services agreement.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposal is consistent with Section
6(b) of the Act \10\ in general and Section 6(b)(5) of the Act \11\ 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, 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 \12\ because it deems the
Shares to be an equity securities, thus rendering trading in the Shares
subject to Nasdaq's existing rules governing the trading of equity
securities.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
\12\ 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-2007-051 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-2007-051. 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
[[Page 28736]]
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-2007-051 and should
be submitted on or before June 12, 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.\13\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\14\ 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
Shares.
---------------------------------------------------------------------------
\13\ 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).
\14\ 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,\15\ which permits an exchange to trade,
pursuant to UTP, a security that is listed and registered on another
exchange.\16\ The Commission notes that it previously approved the
listing and trading of the Shares on Amex and the trading of the Shares
on NYSE Arca pursuant to UTP.\17\ The Commission also finds that the
proposal is consistent with Rule 12f-5 under the Act,\18\ 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 rendering trading in the
Shares subject to the Exchange's existing rules governing the trading
of equity securities.
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\15\ 15 U.S.C. 78l(f).
\16\ 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.
\17\ See supra note 4 (approving listing and trading of Shares
on Amex). See also Securities Exchange Act Release No. 53736 (April
27, 2006) 71 FR 26582 (May 5, 2006) (approving UTP trading of Shares
on Pacific Exchange, Inc. n/k/a NYSE Arca).
\18\ 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,\19\ 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
Shares are disseminated through the facilities of the CTA and the
Consolidated Quotation System. Furthermore, the IFV, 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 Shares. In addition,
if the listing market halts trading when the IFV is not being
calculated or disseminated, the Exchange would halt trading in the
Shares.
---------------------------------------------------------------------------
\19\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
---------------------------------------------------------------------------
The Commission notes that, if the Shares should be delisted by the
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 represented that its
surveillance procedures are adequate to properly monitor Exchange
trading of the Shares. This approval order is conditioned on the
Exchange's adherence to this representation.
In addition, the Commission recently approved the trading of the
Shares on the Exchange pursuant to UTP for a pilot period of three
months.\20\ 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 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.
---------------------------------------------------------------------------
\20\ See supra note 3.
---------------------------------------------------------------------------
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 Amex and the trading of
the 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 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 Shares.
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\21\ that the proposed rule change (SR-NASDAQ-2007-049), be and it
hereby is, approved on an accelerated basis.
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\21\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\22\
---------------------------------------------------------------------------
\22\ 17 CFR 200.30-3(a)(12).
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Jill M. Peterson,
Assistant Secretary.
[FR Doc. E7-9738 Filed 5-21-07; 8:45 am]
BILLING CODE 8010-01-P