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, 28736-28739 [E7-9739]
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28736
Federal Register / Vol. 72, No. 98 / Tuesday, May 22, 2007 / Notices
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
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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
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Federal Register / Vol. 72, No. 98 / Tuesday, May 22, 2007 / Notices
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 privileges (‘‘UTP’’),
index-linked securities (‘‘Securities’’) of
Barclays Bank PLC (‘‘Barclays’’) linked
to the performance of certain
commodities indexes. The specific
Securities to be traded are the iPath
Exchange-Traded Notes (‘‘GSCI
Securities’’) Linked to the Performance
of the GSCI Total Return Index (‘‘GSCI
Index’’); the iPath Exchange-Traded
Notes (‘‘AIG Securities’’) Linked to the
Performance of the Dow Jones—AIG
Commodity Index Total Return (‘‘AIG
Index’’); and the iPath Exchange Traded
Notes (‘‘Oil Securities’’) Linked to the
Performance of the Goldman Sachs
Crude Oil Total Return Index (‘‘Oil
Index’’) (the GSCI Index, the AIG Index,
and the Oil Index collectively,
‘‘Indexes’’). The text of the proposed
rule change is available at Nasdaq, the
Commission’s Public Reference Room,
and https://nasdaq.complinet.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item III below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
jlentini on PROD1PC65 with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Pursuant to Rule 4630, Nasdaq
proposes to trade the Securities
pursuant to UTP. The Securities are
currently trading on Nasdaq on a threemonth pilot basis.3 Approval of this
filing would allow the Securities to
continue to trade after the expiration of
the pilot.
The Securities are medium-term debt
securities of Barclays that provide for a
cash payment at maturity or upon
earlier exchange at the holder’s option,
3 See Securities Exchange Act Release No. 55386
(March 2, 2007), 72 FR 10801 (March 9, 2007) (SR–
NASDAQ–2007–016).
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18:21 May 21, 2007
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28737
a regulatory halt by the listing market.
UTP trading in the Securities will also
be governed by provisions of Nasdaq
Rule 4120 relating to temporary
interruptions in the calculation or wide
dissemination of the IIV or Indexes.
Additionally, Nasdaq may cease trading
the Securities 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
Securities if the listing market delists
them.
Nasdaq believes that its surveillance
procedures are adequate to address any
concerns about the trading of the
Securities on Nasdaq. Trading of the
Securities through Nasdaq systems is
currently subject to NASD’s surveillance
procedures for equity securities in
general and index-linked securities in
particular.5
Nasdaq is able to obtain information
regarding trading in the Securities and
the underlying Index components
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. Finally, Nasdaq is party to
Information Sharing Agreements with
NYMEX, ICE Futures, the London Metal
Exchange, and the Kansas Board of
Trade relating to the trading of
commodity-based instruments on those
markets. In connection with trading the
Securities on a pilot basis, Nasdaq has
informed its members in an Information
Circular of the special characteristics
and risks associated with trading the
Securities.
based on the performance of the
applicable Index. The AIG Index is
designed to be a diversified benchmark
for commodities as an asset class; the
AIG Index is currently composed of the
prices of 19 exchange-traded futures
contracts on physical commodities,
namely aluminum, coffee, copper, corn,
cotton, crude oil, gold, heating oil, hogs,
live cattle, natural gas, nickel, silver,
soybeans, soybean oil, sugar, unleaded
gasoline, wheat, and zinc. The GSCI
Index is also designed as a diversified
benchmark for physical commodities as
an asset class; the composition of the
GSCI is modified on a monthly basis by
Goldman, Sachs & Co., its sponsor. The
Oil Index is a sub-index of the GSCI
Index that reflects a portion of the crude
oil component of the GSCI Index
(currently the WTI Crude Oil future
contract traded on the New York
Mercantile Exchange (‘‘NYMEX’’)). The
Commission previously approved the
original listing and trading of the
Securities by the New York Stock
Exchange LLC (‘‘NYSE’’).4
Nasdaq deems the Securities to be
equity securities, thus rendering trading
in the Securities subject to its existing
rules governing the trading of equity
securities, including Nasdaq Rule 4630,
which governs the trading of
Commodity-Related Securities such as
the Securities. The primary trading
hours for the Securities on Nasdaq will
be 7 a.m. to 8 p.m. Eastern Time (‘‘ET’’).
Quotations for and last-sale
information regarding the Securities are
disseminated through the Consolidated
Quotation System. An ‘‘Intraday
Indicative Value’’ (‘‘IIV’’) meant to
approximate the intrinsic economic
value of the Securities is calculated and
published via the facilities of the
Consolidated Tape Association every 15
seconds from 9:30 a.m. to 4 p.m. ET on
each day on which the Securities are
traded on NYSE. Additionally, Barclays
or an affiliate calculates and publishes
the closing IIV of the Securities on each
trading day at https://www.ipathetn.com.
The providers of the Indexes
disseminate updated Index values
approximately every 15 seconds during
applicable portions of the trading day
and publish a daily Index value between
4 p.m. and 6 p.m. ET, in each case
through Reuters.
Nasdaq would halt trading in the
Securities under the conditions
specified in Nasdaq Rules 4120 and
4121. The conditions for a halt include
2. Statutory Basis
Nasdaq 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 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
4 See Securities Exchange Act Release Nos. 53849
(May 22, 2006), 71 FR 30706 (May 30, 2006) (SR–
NYSE–2006–20); 53876 (May 25, 2006), 71 FR
32158 (June 2, 2006) (SR–NYSE–2006–16); and
54177 (July 19, 2006), 71 FR 42700 (July 27, 2006)
(SR–NYSE–2006–19) (‘‘NYSE Orders’’).
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).
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22MYN1
28738
Federal Register / Vol. 72, No. 98 / Tuesday, May 22, 2007 / Notices
jlentini on PROD1PC65 with NOTICES
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–2007–046 and
should be submitted on or before June
12, 2007.
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
B. Self-Regulatory Organization’s
deems the Securities to be equity
Statement on Burden on Competition
securities, thus rendering trading in the
Nasdaq does not believe that the
Securities subject to the Exchange’s
proposed rule change will impose any
existing rules governing the trading of
burden on competition that is not
equity securities.
The Commission further believes that
necessary or appropriate in furtherance
the proposal is consistent with Section
of the purposes of the Act.
11A(a)(1)(C)(iii) of the Act,15 which sets
C. Self-Regulatory Organization’s
forth Congress’ finding that it is in the
Statement on Comments on the
public interest and appropriate for the
IV. Commission’s Findings and Order
Proposed Rule Change Received From
protection of investors and the
Granting Accelerated Approval of the
Members, Participants or Others
maintenance of fair and orderly markets
Proposed Rule Change
Written comments on the proposed
to assure the availability to brokers,
The Commission finds that the
rule change were neither solicited nor
dealers, and investors of information
proposed rule change is consistent with with respect to quotations for and
received.
the requirements of the Act and the
transactions in securities.
III. Solicitation of Comments
rules and regulations thereunder
In support of this proposal, the
Interested persons are invited to
applicable to a national securities
Exchange represents that its
submit written data, views, and
exchange.9 In particular, the
surveillance procedures are adequate to
arguments concerning the foregoing,
Commission finds that the proposed
properly monitor the trading of the
including whether the proposed rule
rule change is consistent with Section
Securities on the Exchange. In addition,
change is consistent with the Act.
6(b)(5) of the Act,10 which requires that
the Exchange represents that it is party
Comments may be submitted by any of
an exchange have rules designed, among to Information Sharing Agreements with
the following methods:
other things, to promote just and
NYMEX, ICE Futures, the London Metal
equitable principles of trade, to remove
Exchange, and the Kansas Board of
Electronic Comments
impediments to and perfect the
Trade relating to the trading of
• Use the Commission’s Internet
mechanism of a free and open market
commodity-based instruments on those
comment form (https://www.sec.gov/
and a national market system, and in
markets. This approval order is
rules/sro.shtml); or
general to protect investors and the
conditioned on the Exchange’s
• Send an e-mail to rulepublic interest. The Commission
adherence to these representations.
comments@sec.gov. Please include File
believes that this proposal should
The Commission finds good cause for
Number SR–NASDAQ–2007–046 on the benefit investors by increasing
approving this proposal before the
subject line.
competition among markets that trade
thirtieth day after the publication of
the Securities.
notice thereof in the Federal Register.
Paper Comments
In addition, the Commission finds
As noted previously, the Commission
• Send paper comments in triplicate
that the proposal is consistent with
previously found that the listing and
to Nancy M. Morris, Secretary,
Section 12(f) of the Act,11 which permits trading of the Securities by NYSE is
Securities and Exchange Commission,
an exchange to trade, pursuant to UTP,
consistent with the Act. In addition, the
100 F Street, NE., Washington, DC
a security that is listed and registered on Commission previously found that the
20549–1090.
another exchange.12 The Commission
trading of the Securities by Nasdaq
All submissions should refer to File
notes that it previously approved the
pursuant to UTP on a three-month pilot
Number SR–NASDAQ–2007–046. This
listing and trading of the Securities on
basis was consistent with the Act. The
file number should be included on the
NYSE.13 The Commission also finds that Commission presently is not aware of
subject line if e-mail is used. To help the the proposal is consistent with Rule
any regulatory issue that should cause it
Commission process and review your
12f–5 under the Act,14 which provides
to revisit these earlier findings or would
comments more efficiently, please use
preclude the trading of the Securities on
9 In approving this rule change, the Commission
only one method. The Commission will
the Exchange pursuant to UTP.
post all comments on the Commission’s notes that it has considered the proposal’s impact
Therefore, accelerating approval of this
on efficiency, competition, and capital formation.
Internet Web site (https://www.sec.gov/
proposed rule change should benefit
See 15 U.S.C. 78c(f).
rules/sro.shtml). Copies of the
10 15 U.S.C. 78f(b)(5).
investors by creating, without undue
submission, all subsequent
11 15 U.S.C. 78f(b)(5).
delay, additional competition in the
12 Section 12(a) of the Act, 15 U.S.C. 78l(a),
amendments, all written statements
market for the Securities. For these
generally prohibits a broker-dealer from trading a
with respect to the proposed rule
reasons, the Commission finds good
security on a national securities exchange unless
change that are filed with the
cause to approve the proposal on an
the security is registered on that exchange pursuant
Commission, and all written
accelerated basis.
to Section 12 of the Act. Section 12(f) of the Act
communications relating to the
excludes from this restriction trading in any
V. Conclusion
security to which an exchange ‘‘extends UTP.’’
proposed rule change between the
Commission and any person, other than When an exchange extends UTP to a security, it
It is therefore ordered, pursuant to
allows its members to trade the security as if it were
those that may be withheld from the
Section 19(b)(2) of the Act,16 that the
listed and registered on the exchange even though
public in accordance with the
it is not so listed and registered.
with Rule 12f-5 under the Act 8 because
it deems the Securities to be equity
securities, thus rendering trading in the
Securities subject to Nasdaq’s existing
rules governing the trading of equity
securities.
13 See
6 17
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18:21 May 21, 2007
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15 15
14 17
CFR 240.12f–5.
16 15
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CFR 240.12f–5.
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U.S.C. 78k–1(a)(1)(C)(iii).
U.S.C. 78s(b)(2).
22MYN1
Federal Register / Vol. 72, No. 98 / Tuesday, May 22, 2007 / Notices
proposed rule change (SR–NASDAQ–
2007–046), be and it hereby is, approved
on an accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.17
Jill M. Peterson,
Assistant Secretary.
[FR Doc. E7–9739 Filed 5–21–07; 8:45 am]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55761; File No. SR–
NASDAQ–2007–045]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Order Granting Accelerated
Approval of Proposed Rule Change
and Amendment No. 1 Thereto To
Trade the United States Oil Fund, LP
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 April 30,
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.
On May 1, 2007, Nasdaq submitted
Amendment No. 1 to the proposed rule
change. This order provides notice of
the proposed rule change as modified by
Amendment No. 1 and approves the
proposed rule change as amended on an
accelerated basis.
jlentini on PROD1PC65 with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Nasdaq proposes to trade, pursuant to
unlisted trading privileged (‘‘UTP’’),
units (‘‘Units’’) of the United States Oil
Fund, LP (‘‘USOF’’ or ‘‘Partnership’’).
The text of the proposed rule change is
available at Nasdaq, the Commission’s
Public Reference Room, and https://
nasdaq.complinet.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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19:44 May 21, 2007
Jkt 211001
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. Purpose
Nasdaq proposes to trade pursuant to
UTP the Units, which represent
ownership of a fractional undivided
interest in the net assets of USOF.3 The
Units are currently trading on Nasdaq
on a three-month pilot basis.4 Approval
of this filing will allow the Units to
continue to trade after the expiration of
the pilot. The investment objective of
USOF is for its net asset value
(‘‘NAV’’) 5 to reflect the performance of
the spot price of West Texas
Intermediate light, sweet crude oil
delivered to Cushing, Oklahoma (the
‘‘WTI light, sweet crude oil’’), as
represented by the performance of the
price of the ‘‘Benchmark Oil Futures
Contract,’’ less the expense of operation
of USOF. The ‘‘Benchmark Oil Futures
Contract’’ is the near-month (i.e., spot
month) futures contract for delivery of
WTI light, sweet crude oil traded on the
New York Mercantile Exchange
(‘‘NYMEX’’).6 The Commission
previously approved the original listing
and trading of the Units by the
American Stock Exchange LLC
(‘‘Amex’’).7
Issuances of the Units of USOF are
made only in baskets of 100,000 Units
or multiples thereof (‘‘Basket’’). A basket
would be issued in exchange for
Treasuries and/or cash in an amount
3 USOF, a Delaware limited partnership, is a
commodity pool. USOF is not an investment
company as defined in Section 3(a) of the
Investment Company Act of 1940. The offering of
the Units of the Partnership is registered with the
Commission under the Securities Act of 1933.
4 See Securities Exchange Act Release No. 55386
(March 2, 2007), 72 FR 10801 (March 9, 2007) (SR–
NASDAQ–2007–016).
5 NAV is the total assets, less total liabilities, of
USOF determined on the basis of generally
accepted accounting principles. NAV per Unit is
the NAV of USOF divided by the number of
outstanding Units.
6 USOF will primarily purchase WTI light, sweet
crude Oil Futures Contracts traded on the NYMEX,
but may also purchase Oil Futures Contracts on
other exchanges, including the Intercontinental
Exchange, which operates its futures business
through ICE Futures (‘‘ICE Futures’’) and the
Singapore Oil Exchange.
7 See Securities Exchange Act Release No. 53582
(March 31, 2006), 71 FR 17510 (April 6, 2006) (SR–
Amex–2005–127) (‘‘Amex Order’’).
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28739
equal to the NAV per Unit times
100,000 Units (‘‘Basket Amount’’). An
Authorized Purchaser 8 that wishes to
purchase a Basket must transfer the
Basket Amount to the Administrator
(‘‘Deposit Amount’’). An Authorized
Purchaser that wishes to redeem a
Basket would receive an amount of
Treasuries and cash in exchange for
each Basket surrendered in an amount
equal to the NAV per Basket
(‘‘Redemption Amount’’).
On each business day, the
administrator for USOF makes available,
prior to 9:30 a.m. Eastern Time (‘‘ET’’),
the estimated Basket Amount for the
creation of a Basket based on the prior
day’s NAV. According to the Amex
Order, Amex disseminates at least every
15 seconds from 9:30 a.m. to 4:15 p.m.,
via the facilities of the Consolidated
Tape Association (‘‘CTA’’), an amount
representing, on a per-Unit basis, the
current indicative value of the Basket
Amount (‘‘Indicative Partnership
Value’’).9 Shortly after 4 p.m. ET, the
administrator determines the NAV for
USOF as described below. At or about
4 p.m. ET on each business day, the
administrator determines the Actual
Basket Amount for orders placed by
Authorized Purchasers received before
12 p.m. ET that day.
Quotations for and last-sale
information regarding USOF is
disseminated through the Consolidated
Quotation System. The daily settlement
prices for the NYMEX-traded oil futures
contracts held by USOF are publicly
available on the NYMEX Web site at
https://www.nymex.com. Nasdaq’s Web
site at https://www.nasdaq.com will
include a hyperlink to the NYMEX Web
site for the purpose of disclosing futures
contract pricing. According to the Amex
Order, last-sale information for the
Benchmark Oil Futures Contract is
updated and disseminated at least every
15 seconds by one or more major market
data vendors during the time the Units
trade. However, from 2:30 p.m. ET to
the opening of NYMEX ACCESS at 3:15
p.m. ET, the pricing for the Benchmark
Oil Futures Contract is not updated.
8 An ‘‘Authorized Purchaser’’ is a person who, at
the time of submitting to the general partner of
USOF an order to create or redeem one or more
Baskets, (i) is a registered broker-dealer or other
market participant, such as a bank or other financial
institution that is exempt from broker-dealer
registration; (ii) is a Depository Trust Company
Participant; and (iii) has in effect a valid Authorized
Purchaser Agreement.
9 The Indicative Partnership Value is calculated
based on the Treasuries and cash required for
creations and redemptions (i.e., NAV per Unit x
100,000) adjusted to reflect the price changes of the
current Benchmark Oil Futures Contract.
E:\FR\FM\22MYN1.SGM
22MYN1
Agencies
[Federal Register Volume 72, Number 98 (Tuesday, May 22, 2007)]
[Notices]
[Pages 28736-28739]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-9739]
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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
[[Page 28737]]
proposed rule change and approves the proposal on an accelerated basis.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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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 privileges
(``UTP''), index-linked securities (``Securities'') of Barclays Bank
PLC (``Barclays'') linked to the performance of certain commodities
indexes. The specific Securities to be traded are the iPath Exchange-
Traded Notes (``GSCI Securities'') Linked to the Performance of the
GSCI Total Return Index (``GSCI Index''); the iPath Exchange-Traded
Notes (``AIG Securities'') Linked to the Performance of the Dow Jones--
AIG Commodity Index Total Return (``AIG Index''); and the iPath
Exchange Traded Notes (``Oil Securities'') Linked to the Performance of
the Goldman Sachs Crude Oil Total Return Index (``Oil Index'') (the
GSCI Index, the AIG Index, and the Oil Index collectively,
``Indexes''). The text of the proposed rule change is available at
Nasdaq, the Commission's Public Reference Room, and https://
nasdaq.complinet.com.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item III below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Pursuant to Rule 4630, Nasdaq proposes to trade the Securities
pursuant to UTP. The Securities are currently trading on Nasdaq on a
three-month pilot basis.\3\ Approval of this filing would allow the
Securities to continue to trade after the expiration of the pilot.
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\3\ See Securities Exchange Act Release No. 55386 (March 2,
2007), 72 FR 10801 (March 9, 2007) (SR-NASDAQ-2007-016).
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The Securities are medium-term debt securities of Barclays that
provide for a cash payment at maturity or upon earlier exchange at the
holder's option, based on the performance of the applicable Index. The
AIG Index is designed to be a diversified benchmark for commodities as
an asset class; the AIG Index is currently composed of the prices of 19
exchange-traded futures contracts on physical commodities, namely
aluminum, coffee, copper, corn, cotton, crude oil, gold, heating oil,
hogs, live cattle, natural gas, nickel, silver, soybeans, soybean oil,
sugar, unleaded gasoline, wheat, and zinc. The GSCI Index is also
designed as a diversified benchmark for physical commodities as an
asset class; the composition of the GSCI is modified on a monthly basis
by Goldman, Sachs & Co., its sponsor. The Oil Index is a sub-index of
the GSCI Index that reflects a portion of the crude oil component of
the GSCI Index (currently the WTI Crude Oil future contract traded on
the New York Mercantile Exchange (``NYMEX'')). The Commission
previously approved the original listing and trading of the Securities
by the New York Stock Exchange LLC (``NYSE'').\4\
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\4\ See Securities Exchange Act Release Nos. 53849 (May 22,
2006), 71 FR 30706 (May 30, 2006) (SR-NYSE-2006-20); 53876 (May 25,
2006), 71 FR 32158 (June 2, 2006) (SR-NYSE-2006-16); and 54177 (July
19, 2006), 71 FR 42700 (July 27, 2006) (SR-NYSE-2006-19) (``NYSE
Orders'').
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Nasdaq deems the Securities to be equity securities, thus rendering
trading in the Securities subject to its existing rules governing the
trading of equity securities, including Nasdaq Rule 4630, which governs
the trading of Commodity-Related Securities such as the Securities. The
primary trading hours for the Securities on Nasdaq will be 7 a.m. to 8
p.m. Eastern Time (``ET'').
Quotations for and last-sale information regarding the Securities
are disseminated through the Consolidated Quotation System. An
``Intraday Indicative Value'' (``IIV'') meant to approximate the
intrinsic economic value of the Securities is calculated and published
via the facilities of the Consolidated Tape Association every 15
seconds from 9:30 a.m. to 4 p.m. ET on each day on which the Securities
are traded on NYSE. Additionally, Barclays or an affiliate calculates
and publishes the closing IIV of the Securities on each trading day at
https://www.ipathetn.com. The providers of the Indexes disseminate
updated Index values approximately every 15 seconds during applicable
portions of the trading day and publish a daily Index value between 4
p.m. and 6 p.m. ET, in each case through Reuters.
Nasdaq would halt trading in the Securities 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
Securities will also be governed by provisions of Nasdaq Rule 4120
relating to temporary interruptions in the calculation or wide
dissemination of the IIV or Indexes. Additionally, Nasdaq may cease
trading the Securities 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
Securities if the listing market delists them.
Nasdaq believes that its surveillance procedures are adequate to
address any concerns about the trading of the Securities on Nasdaq.
Trading of the Securities through Nasdaq systems is currently subject
to NASD's surveillance procedures for equity securities in general and
index-linked securities 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
Securities and the underlying Index components 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. Finally, Nasdaq is
party to Information Sharing Agreements with NYMEX, ICE Futures, the
London Metal Exchange, and the Kansas Board of Trade relating to the
trading of commodity-based instruments on those markets. In connection
with trading the Securities on a pilot basis, Nasdaq has informed its
members in an Information Circular of the special characteristics and
risks associated with trading the Securities.
2. Statutory Basis
Nasdaq 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 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
[[Page 28738]]
with Rule 12f-5 under the Act \8\ because it deems the Securities to be
equity securities, thus rendering trading in the Securities 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).
\6\ 17 CFR 240.12f-5.
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B. Self-Regulatory Organization's Statement on Burden on Competition
Nasdaq 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-2007-046 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-2007-046. 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-2007-046 and should be submitted on or before
June 12, 2007.
IV. Commission's Findings and Order Granting Accelerated Approval of
the Proposed Rule Change
The Commission finds that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder applicable to a national securities exchange.\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 Securities.
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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 Securities on NYSE.\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 class or type of security to which the exchange
extends UTP. The Exchange has represented that it meets this
requirement because it deems the Securities to be equity securities,
thus rendering trading in the Securities subject to the Exchange's
existing rules governing the trading of equity securities.
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\11\ 15 U.S.C. 78f(b)(5).
\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 NYSE Orders, supra note 4.
\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.
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\15\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
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In support of this proposal, the Exchange represents that its
surveillance procedures are adequate to properly monitor the trading of
the Securities on the Exchange. In addition, the Exchange represents
that it is party to Information Sharing Agreements with NYMEX, ICE
Futures, the London Metal Exchange, and the Kansas Board of Trade
relating to the trading of commodity-based instruments on those
markets. This approval order is conditioned on the Exchange's adherence
to these representations.
The Commission finds good cause for approving this proposal before
the thirtieth day after the publication of notice thereof in the
Federal Register. As noted previously, the Commission previously found
that the listing and trading of the Securities by NYSE is consistent
with the Act. In addition, the Commission previously found that the
trading of the Securities by Nasdaq pursuant to UTP on a three-month
pilot basis was consistent with the Act. The Commission presently is
not aware of any regulatory issue that should cause it to revisit these
earlier findings or would preclude the trading of the Securities on the
Exchange pursuant to UTP. Therefore, accelerating approval of this
proposed rule change should benefit investors by creating, without
undue delay, additional competition in the market for the Securities.
For these reasons, the Commission finds good cause to approve the
proposal on an accelerated basis.
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\16\ that the
[[Page 28739]]
proposed rule change (SR-NASDAQ-2007-046), be and it hereby is,
approved on an accelerated basis.
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\16\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\17\
Jill M. Peterson,
Assistant Secretary.
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\17\ 17 CFR 200.30-3(a)(12).
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[FR Doc. E7-9739 Filed 5-21-07; 8:45 am]
BILLING CODE 8010-01-P