Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 Thereto To Eliminate Position and Exercise Limits for Options on the Russell 2000 Index, and To Specify That Certain Reduced-Value Options on Broad-Based Security Indexes Have No Position and Exercise Limits, 59329-59331 [E7-20587]
Download as PDF
Federal Register / Vol. 72, No. 202 / Friday, October 19, 2007 / Notices
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–NASD–2005–100 and
should be submitted on or before
December 3, 2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.32
Nancy M. Morris,
Secretary.
[FR Doc. E7–20601 Filed 10–18–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56656; File No. SR–
NYSEArca–2007–94]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change and Amendment No. 1
Thereto To Eliminate Position and
Exercise Limits for Options on the
Russell 2000 Index, and To Specify
That Certain Reduced-Value Options
on Broad-Based Security Indexes Have
No Position and Exercise Limits
October 12, 2007.
pwalker on PROD1PC71 with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 14, 2007, NYSE Arca, Inc.
(‘‘NYSE Arca’’ 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 NYSE
Arca. On October 1, 2007, NYSE Arca
submitted Amendment No. 1 to the
proposed rule change. The Exchange
has filed the proposal as a ‘‘noncontroversial’’ rule change pursuant to
Section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(6) thereunder,4 which renders
it effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change,
as amended, from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NYSE Arca proposes to amend its
rules to eliminate the position and
32 32
17 CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
exercise limits for options on the
Russell 2000 Index (‘‘RUT’’), and to
specify that reduced-value options on
broad-based security indexes for which
full-value options have no position and
exercise limits will similarly have no
position and exercise limits. The text of
the proposed rule change is available at
NYSE Arca, the Commission’s Public
Reference Room, and https://
www.nysearca.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NYSE Arca included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. NYSE
Arca 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
NYSE Arca proposes to amend Rules
5.15(a) and 5.17(a)(13) in order to: (1)
Eliminate position and exercise limits
for options on RUT, a multiply listed
and heavily traded broad-based security
index; and (2) specify that reducedvalue options on broad-based security
indexes for which full-value options
have no position limits will similarly
have no position limits.
Eliminate Position and Exercise
Limits for RUT Options
NYSE Arca presently trades options
on one broad-based index, RUT.
However, the Exchange believes that the
circumstances and considerations that
the Commission relied upon in
approving the elimination of position
and exercise limits for another heavily
traded broad-based index options (e.g.,
NASDAQ–100 Index (‘‘NDX’’), listed on
the Chicago Board Options Exchange
(‘‘CBOE’’)) 5 equally apply to NYSE
Arca’s proposal to eliminate position
and exercise limits for options on RUT.
In addition, the Commission recently
approved similar proposals by CBOE
and the American Stock Exchange LLC
1 15
VerDate Aug<31>2005
16:46 Oct 18, 2007
5 See Securities Exchange Act Release No. 52650
(October 21, 2005), 70 FR 62147 (October 28, 2005)
(SR–CBOE–2005–41) (‘‘NDX Approval Order’’).
Jkt 214001
PO 00000
Frm 00091
Fmt 4703
Sfmt 4703
59329
(‘‘Amex’’) to eliminate position and
exercise limits for RUT options.6
In approving the elimination of
position and exercise limits for NDX
options on CBOE, the Commission
considered the capitalization of this
index and the deep and liquid markets
for the securities underlying the index
that significantly reduced the concerns
of market manipulation or disruption in
the underlying markets.7 The
Commission also noted the active
trading volume for options on the index.
The Exchange believes that RUT shares
these factors in common with NDX. As
of July 31, 2007, the approximate market
capitalization of NDX was $2.28 trillion,
the average daily trading volume
(‘‘ADTV’’) for the component of NDX
was 572 million shares and the ADTV
for options on NDX was approximately
64,000 contracts per day. NYSE Arca
believes that RUT has comparable
characteristics. The market
capitalization for RUT is $1.73 trillion,
the ADTV for the underlying securities
is 535 million shares, and the ADTV for
the option is approximately 79,000
contracts.
In approving the elimination of
position and exercise limits for NDX,
the Commission also noted that
financial requirements imposed by the
options exchanges and the Commission
serve to address concerns that an
exchange member, an Options Trading
Permit (‘‘OTP’’) Holder 8 in the case of
NYSE Arca, or its customer, may try to
maintain an inordinately large
unhedged position in NDX options.
These same financial requirements also
apply to RUT options. Under NYSE
Arca rules, the Exchange also has the
authority to impose additional margin
upon accounts maintaining
underhedged positions, and is further
able to monitor accounts to determine
when such action is warranted. As
noted in the Exchange’s rules, the
clearing firm carrying such an account
would be subject to capital charges
under Rule 15c3–1 under the Act 9 to
the extent of any resulting margin
deficiency.10
In approving the elimination of
position and exercise limits for NDX,
the Commission relied heavily on
6 See Securities Exchange Act Release Nos. 56351
(September 4, 2007), 72 FR 51875 (September 11,
2007) (SR–Amex-2007–81); and 56350 (September
4, 2007), 72 FR 51878 (September 11, 2007) (SR–
CBOE–2007–79) (collectively, ‘‘RUT Approval
Orders’’).
7 See NDX Approval Order, supra note 5.
8 OTP Holder is defined in NYSE Arca Rule
1.1(q). OTP Holders have the status of a ‘‘member’’
of the Exchange as that term is defined in Section
3 of the Act. See 15 U.S.C. 78c.
9 17 CFR 240.15c3–1.
10 See NYSE Arca Rule 5.17(a)(14).
E:\FR\FM\19OCN1.SGM
19OCN1
59330
Federal Register / Vol. 72, No. 202 / Friday, October 19, 2007 / Notices
pwalker on PROD1PC71 with NOTICES
CBOE’s ability to provide surveillance
and reporting safeguards to detect and
deter trading abuses arising from the
elimination of position and exercise
limits on the index. NYSE Arca
represents that the current Exchange
surveillance procedures are adequate to
continue monitoring RUT options, once
the position and exercise limits are
eliminated. In addition, the Exchange
intends to impose a reporting
requirement on NYSE Arca OTP
Holders and OTP Firms (other than
NYSE Arca market-makers) that trade
RUT options. This reporting
requirement would require OTP Holders
and OTP Firms who maintain in excess
of 100,000 RUT option contracts on the
same side of the market, for their own
accounts or for the account of
customers, to report information as to
whether the positions are hedged and
provide documentation as to how such
contracts are hedged, in a manner and
form required by the Exchange’s
Options Surveillance Department. The
Exchange would take prompt action,
including timely communication with
the Commission and other marketplace
self-regulatory organizations responsible
for oversight of trading in component
stocks, should any unanticipated
adverse market effects develop.11 The
Exchange may also specify other
reporting requirements, as well as the
limit at which the reporting requirement
may be triggered.
The Exchange believes that
eliminating position and exercise limits
for RUT options is consistent with
approved rules relating to similar broadbased index products currently trading
on other exchanges. The Exchange
believes that eliminating the position
and exercise limits for options on RUT
will allow NYSE Arca OTP Holders and
OTP Firms greater hedging and
investment opportunities.
Elimination of Position Limits for
reduced value Options on Broad-Based
Indexes for which there are not Position
and Exercise Limits for Full Value
Options
The Exchange may list and trade
reduced-value options on broad-based
indexes for which the Exchange also
lists and trades full-value options.12 The
Exchange proposes to amend Rule
5.15(a) to state that reduced-value
options on broad-based security indexes
for which full value options have no
position and exercise limits will
11 Telephone conversation between Andrew
Stevens, Assistant General Counsel, NYSE Arca,
and Theodore S. Venuti, Special Counsel, Division
of Market Regulation, Commission, on October 12,
2007.
12 NYSE Arca does not presently list or trade
reduced-value options.
VerDate Aug<31>2005
16:46 Oct 18, 2007
Jkt 214001
similarly have no position and exercise
limits.
is consistent with the protection of
investors and the public interest. The
Exchange has requested that the
2. Statutory Basis
Commission waive the 30-day operative
The Exchange believes the proposed
delay. The Commission believes that
rule change is consistent with Section
waiving the 30-day operative delay is
6(b) of the Act,13 in general, and furthers consistent with the protection of
the objectives of Section 6(b)(5) of the
investors and the public interest
Act,14 in particular, in that it is designed because such waiver will allow NYSE
to promote just and equitable principles Arca members and their customers
of trade, to prevent fraudulent and
greater hedging and investment
manipulative acts and practices, to
opportunities in RUT options without
remove impediments to and perfect the
further delay. The Commission notes
mechanism of a free and open market
that it recently approved substantially
and a national market system, and, in
similar proposals filed by Amex and
general, to protect investors and the
CBOE.19 The Commission believes that
public interest.
NYSE Arca’s proposal to eliminate
position and exercise limits for RUT
B. Self-Regulatory Organization’s
options raises no new issues. For these
Statement on Burden on Competition
reasons, the Commission designates the
The Exchange does not believe that
proposed rule change to be operative
the proposed rule change will impose
upon filing with the Commission.20
any burden on competition that is not
At any time within 60 days of the
necessary or appropriate in furtherance
filing of such proposed rule change the
of the purposes of the Act.
Commission may summarily abrogate
such rule change if it appears to the
C. Self-Regulatory Organization’s
Commission that such action is
Statement on Comments on the
necessary or appropriate in the public
Proposed Rule Change Received From
interest, for the protection of investors
Members, Participants or Others
or otherwise in furtherance of the
Written comments on the proposed
purposes of the Act.21
rule change were neither solicited nor
IV. Solicitation of Comments
received.
Interested persons are invited to
III. Date of Effectiveness of the
submit written data, views, and
Proposed Rule Change and Timing for
arguments concerning the foregoing,
Commission Action
including whether the proposed rule
Because the forgoing rule change does change is consistent with the Act.
not: (1) Significantly affect the
Comments may be submitted by any of
protection of investors or the public
the following methods:
interest; (2) impose any significant
Electronic Comments
burden on competition; and (3) become
operative for 30 days after the date of
• Use the Commission’s Internet
this filing, or such shorter time as the
comment form (https://www.sec.gov/
Commission may designate, it has
rules/sro.shtml); or
become effective pursuant to Section
• Send an e-mail to rule19(b)(3)(A) of the Act 15 and Rule 19b–
comments@sec.gov. Please include File
4(f)(6) thereunder.16
Number SR–NYSEArca-2007–94 on the
A proposed rule change filed under
subject line.
19b–4(f)(6) normally may not become
Paper Comments
operative prior to 30 days after the date
• Send paper comments in triplicate
of filing.17 However, Rule 19b–
to Nancy M. Morris, Secretary,
4(f)(6)(iii) 18 permits the Commission to
Securities and Exchange Commission,
designate a shorter time if such action
100 F Street, NE., Washington, DC
13 15 U.S.C. 78f(b).
20549–1090.
14 15 U.S.C. 78f(b)(5).
All submissions should refer to File
15 15 U.S.C. 78s(b)(3)(A).
Number SR–NYSEArca-2007–94. This
16 17 CFR 240.19b–4(f)(6).
file number should be included on the
17 CFR 240.19b–4(f)(6)(iii). In addition, Rule 19b–
4(f)(6)(iii) requires that a self-regulatory
organization submit to the Commission 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 filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has requested the
Commission to waive this five-day pre-filing notice
requirement. The Commission hereby grants this
request.
18 Id.
PO 00000
Frm 00092
Fmt 4703
Sfmt 4703
19 See
RUT Approval Orders, supra note 6.
the 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).
21 15 U.S.C. 78s(b)(3)(C). For purposes of
calculating the 60-day period within which the
Commission may summarily abrogate the proposal,
the Commission considers the period to commence
on October 1, 2007, the date on which the Exchange
submitted Amendment No. 1.
20 For
E:\FR\FM\19OCN1.SGM
19OCN1
Federal Register / Vol. 72, No. 202 / Friday, October 19, 2007 / Notices
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, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of the filing also will be available
for inspection and copying at the
principal office of NYSE Arca. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca-2007–94 and
should be submitted on or before
November 9, 2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.22
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–20587 Filed 10–18–07; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF STATE
[Public Notice 5912]
pwalker on PROD1PC71 with NOTICES
Industry Advisory Panel: Notice of
Charter Renewal
The Assistant Secretary for
Management has approved the renewal
of the charter for the Industry Advisory
Panel of Overseas Buildings Operations
for an additional two-year period. The
panel meets quarterly in the Harry S.
Truman Building, U.S. Department of
State, located at 2201 C Street, NW.
(entrance on 23rd Street), Washington,
DC. The majority of each meeting is
devoted to an exchange of ideas
between the Department’s Bureau of
Overseas Building Operations’ senior
management and the panel members, on
design, operations, and building
22 17
maintenance. The meetings are open to
the public and are subject to advance
registration and provision of required
security information. Procedures for
registration are included with each
meeting announcement, no later than
fifteen business days before each
meeting.
If you have any questions, please
contact Andrea Walk at
walkam@state.gov or on (703) 516–1544.
Dated: October 2, 2007.
Charles E. Williams,
Director and Chief Operating Officer Overseas
Buildings Operations, Department of State
[FR Doc. E7–20641 Filed 10–18–07; 8:45 am]
BILLING CODE 4710–24–P
DEPARTMENT OF STATE
[Public Notice 5911]
Overseas Security Advisory Council
(OSAC) Meeting Notice; Closed
Meeting
The Department of State announces a
meeting of the U.S. State Department—
Overseas Security Advisory Council on
November 13, 2007 at the U.S.
Department of State, Washington, DC.
Pursuant to Section 10(d) of the Federal
Advisory Committee Act and 5 U.S.C.
552b(c)(4) and 5 U.S.C. 552b(c)(7)(E), it
has been determined that the meeting
will be closed to the public. The
meeting will focus on an examination of
corporate security policies and
procedures and will involve extensive
discussion of proprietary commercial
information that is considered
privileged and confidential, and will
discuss law enforcement investigative
techniques and procedures. The agenda
will include updated committee reports,
a global threat overview, and other
matters relating to private sector
security policies and protective
programs and the protection of U.S.
business information overseas.
For more information, contact Marsha
Thurman, Overseas Security Advisory
Council, Department of State,
Washington, DC 20522–2008, phone:
571–345–2214.
Dated: October 4, 2007.
Gregory B. Starr,
Director of the Diplomatic Security Service,
Department of State.
[FR Doc. E7–20640 Filed 10–18–07; 8:45 am]
BILLING CODE 4710–43–P
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
16:46 Oct 18, 2007
Jkt 214001
PO 00000
Frm 00093
Fmt 4703
Sfmt 4703
59331
DEPARTMENT OF STATE
[Public Notice 5962]
U.S. Department of State Advisory
Committee on Private International
Law: Study Group on Consumer
Protection
One of the goals of the Organization
of American States is to harmonize
private international law through InterAmerican Specialized Conferences on
Private International Law (CIDIP).
Currently states are drafting instruments
for ‘‘CIDIP–VII,’’ which will focus inter
alia on consumer protection. States are
currently reviewing a draft Brazilian
treaty on choice of law, a Canadian draft
model law on choice of law and
jurisdiction, and a U.S. proposal for a
model law on the availability of
consumer dispute resolution and
redress. OAS member states discussed
the three proposals at an initial meeting
held in Porto Alegre, Brazil in December
2006. No dates have been set for future
meetings, but the views of participating
states have been requested.
The Department of State Advisory
Committee on Private International Law
(ACPIL) will hold a public meeting to
review the results of the Porto Alegre
meeting and to obtain views on the
three proposals with regard to consumer
protection.
Time: The public meeting will take
place at the Department of State, Office
of Private International Law, 2430 E
Street, NW., Washington, DC on
Wednesday October 31, 2007 from 10
a.m. to 3 p.m. EST. If you are unable to
attend the public meeting and you
would like to participate by
teleconferencing, please contact Trisha
Smeltzer to receive the conference call
in number and the relevant materials
(the Brazilian proposal for a treaty on
choice of law, the Canadian proposal for
a model law on jurisdiction and choice
of law, and the U.S. proposal for a
model law on the availability of
consumer dispute resolution and
redress.)
Public Participation: Advisory
Committee Study Group meetings are
open to the public. Persons wishing to
attend should contact Trisha Smeltzer at
smeltzertk@state.gov or at 202–776–
8423 and provide your name, mailing
address, e-mail address, and
affiliation(s) no later than October 29th.
Since access to the building is
controlled, clearance for admission to
the meeting will be needed. Additional
meeting information can also be
obtained from Ms. Smeltzer. Persons
who cannot attend but who wish to
comment on any of the proposals are
E:\FR\FM\19OCN1.SGM
19OCN1
Agencies
[Federal Register Volume 72, Number 202 (Friday, October 19, 2007)]
[Notices]
[Pages 59329-59331]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-20587]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-56656; File No. SR-NYSEArca-2007-94]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1
Thereto To Eliminate Position and Exercise Limits for Options on the
Russell 2000 Index, and To Specify That Certain Reduced-Value Options
on Broad-Based Security Indexes Have No Position and Exercise Limits
October 12, 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 September 14, 2007, NYSE Arca, Inc. (``NYSE Arca'' 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 NYSE Arca. On October 1, 2007, NYSE
Arca submitted Amendment No. 1 to the proposed rule change. The
Exchange has filed the proposal as a ``non-controversial'' rule change
pursuant to Section 19(b)(3)(A) of the Act \3\ and Rule 19b-4(f)(6)
thereunder,\4\ which renders it effective upon filing with the
Commission. The Commission is publishing this notice to solicit
comments on the proposed rule change, as amended, from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
NYSE Arca proposes to amend its rules to eliminate the position and
exercise limits for options on the Russell 2000 Index (``RUT''), and to
specify that reduced-value options on broad-based security indexes for
which full-value options have no position and exercise limits will
similarly have no position and exercise limits. The text of the
proposed rule change is available at NYSE Arca, the Commission's Public
Reference Room, and https://www.nysearca.com.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, NYSE Arca included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. NYSE Arca 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
NYSE Arca proposes to amend Rules 5.15(a) and 5.17(a)(13) in order
to: (1) Eliminate position and exercise limits for options on RUT, a
multiply listed and heavily traded broad-based security index; and (2)
specify that reduced-value options on broad-based security indexes for
which full-value options have no position limits will similarly have no
position limits.
Eliminate Position and Exercise Limits for RUT Options
NYSE Arca presently trades options on one broad-based index, RUT.
However, the Exchange believes that the circumstances and
considerations that the Commission relied upon in approving the
elimination of position and exercise limits for another heavily traded
broad-based index options (e.g., NASDAQ-100 Index (``NDX''), listed on
the Chicago Board Options Exchange (``CBOE'')) \5\ equally apply to
NYSE Arca's proposal to eliminate position and exercise limits for
options on RUT. In addition, the Commission recently approved similar
proposals by CBOE and the American Stock Exchange LLC (``Amex'') to
eliminate position and exercise limits for RUT options.\6\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 52650 (October 21,
2005), 70 FR 62147 (October 28, 2005) (SR-CBOE-2005-41) (``NDX
Approval Order'').
\6\ See Securities Exchange Act Release Nos. 56351 (September 4,
2007), 72 FR 51875 (September 11, 2007) (SR-Amex-2007-81); and 56350
(September 4, 2007), 72 FR 51878 (September 11, 2007) (SR-CBOE-2007-
79) (collectively, ``RUT Approval Orders'').
---------------------------------------------------------------------------
In approving the elimination of position and exercise limits for
NDX options on CBOE, the Commission considered the capitalization of
this index and the deep and liquid markets for the securities
underlying the index that significantly reduced the concerns of market
manipulation or disruption in the underlying markets.\7\ The Commission
also noted the active trading volume for options on the index. The
Exchange believes that RUT shares these factors in common with NDX. As
of July 31, 2007, the approximate market capitalization of NDX was
$2.28 trillion, the average daily trading volume (``ADTV'') for the
component of NDX was 572 million shares and the ADTV for options on NDX
was approximately 64,000 contracts per day. NYSE Arca believes that RUT
has comparable characteristics. The market capitalization for RUT is
$1.73 trillion, the ADTV for the underlying securities is 535 million
shares, and the ADTV for the option is approximately 79,000 contracts.
---------------------------------------------------------------------------
\7\ See NDX Approval Order, supra note 5.
---------------------------------------------------------------------------
In approving the elimination of position and exercise limits for
NDX, the Commission also noted that financial requirements imposed by
the options exchanges and the Commission serve to address concerns that
an exchange member, an Options Trading Permit (``OTP'') Holder \8\ in
the case of NYSE Arca, or its customer, may try to maintain an
inordinately large unhedged position in NDX options. These same
financial requirements also apply to RUT options. Under NYSE Arca
rules, the Exchange also has the authority to impose additional margin
upon accounts maintaining underhedged positions, and is further able to
monitor accounts to determine when such action is warranted. As noted
in the Exchange's rules, the clearing firm carrying such an account
would be subject to capital charges under Rule 15c3-1 under the Act \9\
to the extent of any resulting margin deficiency.\10\
---------------------------------------------------------------------------
\8\ OTP Holder is defined in NYSE Arca Rule 1.1(q). OTP Holders
have the status of a ``member'' of the Exchange as that term is
defined in Section 3 of the Act. See 15 U.S.C. 78c.
\9\ 17 CFR 240.15c3-1.
\10\ See NYSE Arca Rule 5.17(a)(14).
---------------------------------------------------------------------------
In approving the elimination of position and exercise limits for
NDX, the Commission relied heavily on
[[Page 59330]]
CBOE's ability to provide surveillance and reporting safeguards to
detect and deter trading abuses arising from the elimination of
position and exercise limits on the index. NYSE Arca represents that
the current Exchange surveillance procedures are adequate to continue
monitoring RUT options, once the position and exercise limits are
eliminated. In addition, the Exchange intends to impose a reporting
requirement on NYSE Arca OTP Holders and OTP Firms (other than NYSE
Arca market-makers) that trade RUT options. This reporting requirement
would require OTP Holders and OTP Firms who maintain in excess of
100,000 RUT option contracts on the same side of the market, for their
own accounts or for the account of customers, to report information as
to whether the positions are hedged and provide documentation as to how
such contracts are hedged, in a manner and form required by the
Exchange's Options Surveillance Department. The Exchange would take
prompt action, including timely communication with the Commission and
other marketplace self-regulatory organizations responsible for
oversight of trading in component stocks, should any unanticipated
adverse market effects develop.\11\ The Exchange may also specify other
reporting requirements, as well as the limit at which the reporting
requirement may be triggered.
---------------------------------------------------------------------------
\11\ Telephone conversation between Andrew Stevens, Assistant
General Counsel, NYSE Arca, and Theodore S. Venuti, Special Counsel,
Division of Market Regulation, Commission, on October 12, 2007.
---------------------------------------------------------------------------
The Exchange believes that eliminating position and exercise limits
for RUT options is consistent with approved rules relating to similar
broad-based index products currently trading on other exchanges. The
Exchange believes that eliminating the position and exercise limits for
options on RUT will allow NYSE Arca OTP Holders and OTP Firms greater
hedging and investment opportunities.
Elimination of Position Limits for reduced value Options on Broad-
Based Indexes for which there are not Position and Exercise Limits for
Full Value Options
The Exchange may list and trade reduced-value options on broad-
based indexes for which the Exchange also lists and trades full-value
options.\12\ The Exchange proposes to amend Rule 5.15(a) to state that
reduced-value options on broad-based security indexes for which full
value options have no position and exercise limits will similarly have
no position and exercise limits.
---------------------------------------------------------------------------
\12\ NYSE Arca does not presently list or trade reduced-value
options.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
Section 6(b) of the Act,\13\ in general, and furthers the objectives of
Section 6(b)(5) of the Act,\14\ in particular, in that it is designed
to promote just and equitable principles of trade, to prevent
fraudulent and manipulative acts and practices, 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.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
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. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the forgoing rule change does not: (1) Significantly affect
the protection of investors or the public interest; (2) impose any
significant burden on competition; and (3) become operative for 30 days
after the date of this filing, or such shorter time as the Commission
may designate, it has become effective pursuant to Section 19(b)(3)(A)
of the Act \15\ and Rule 19b-4(f)(6) thereunder.\16\
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
A proposed rule change filed under 19b-4(f)(6) normally may not
become operative prior to 30 days after the date of filing.\17\
However, Rule 19b-4(f)(6)(iii) \18\ permits the Commission to designate
a shorter time if such action is consistent with the protection of
investors and the public interest. The Exchange has requested that the
Commission waive the 30-day operative delay. The Commission believes
that waiving the 30-day operative delay is consistent with the
protection of investors and the public interest because such waiver
will allow NYSE Arca members and their customers greater hedging and
investment opportunities in RUT options without further delay. The
Commission notes that it recently approved substantially similar
proposals filed by Amex and CBOE.\19\ The Commission believes that NYSE
Arca's proposal to eliminate position and exercise limits for RUT
options raises no new issues. For these reasons, the Commission
designates the proposed rule change to be operative upon filing with
the Commission.\20\
---------------------------------------------------------------------------
\17\ CFR 240.19b-4(f)(6)(iii). In addition, Rule 19b-
4(f)(6)(iii) requires that a self-regulatory organization submit to
the Commission 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 filing
of the proposed rule change, or such shorter time as designated by
the Commission. The Exchange has requested the Commission to waive
this five-day pre-filing notice requirement. The Commission hereby
grants this request.
\18\ Id.
\19\ See RUT Approval Orders, supra note 6.
\20\ For the 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).
---------------------------------------------------------------------------
At any time within 60 days of the filing of such 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.\21\
---------------------------------------------------------------------------
\21\ 15 U.S.C. 78s(b)(3)(C). For purposes of calculating the 60-
day period within which the Commission may summarily abrogate the
proposal, the Commission considers the period to commence on October
1, 2007, the date on which the Exchange submitted Amendment No. 1.
---------------------------------------------------------------------------
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 rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2007-94 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-NYSEArca-2007-94. This
file number should be included on the
[[Page 59331]]
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, 100 F Street, NE., Washington, DC 20549, on official
business days between the hours of 10 a.m. and 3 p.m. Copies of the
filing also will be available for inspection and copying at the
principal office of NYSE Arca. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-NYSEArca-2007-94 and should be submitted on or before
November 9, 2007.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\22\
---------------------------------------------------------------------------
\22\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-20587 Filed 10-18-07; 8:45 am]
BILLING CODE 8011-01-P