Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing of Proposed Rule Change Amending NYSE Arca Equities Rule 5.2(j)(6)(B)(I), the Generic Listing Standard for Equity Index-Linked Securities, 41147-41149 [E8-16350]
Download as PDF
Federal Register / Vol. 73, No. 138 / Thursday, July 17, 2008 / Notices
between the hours of 10 a.m. and 3 p.m.
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–NYSE–2008–55 and should
be submitted on or before August 7,
2008.
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–16349 Filed 7–16–08; 8:45 am]
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–NYSE–2008–55 on the
subject line.
mstockstill on PROD1PC66 with NOTICES
the Commission,14 the proposal does
not appear to present any novel
regulatory issues. Therefore, the
Commission designates the proposal
operative upon filing.15
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 the furtherance of the
purposes of the Act.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street, NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSE–2008–55. 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, 100 F Street, NE., Washington,
DC 20549, on official business days
14 See
supra, note 8.
purposes only of waiving the operative
delay of this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
15 For
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BILLING CODE 8010–01–P
[Release No. 34–58142; File No. SR–
NYSEArca–2008–70]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change Amending NYSE Arca
Equities Rule 5.2(j)(6)(B)(I), the Generic
Listing Standard for Equity IndexLinked Securities
July 11, 2008.
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 June 27,
2008, NYSE Arca, Inc. (‘‘NYSE Arca’’ or
‘‘Exchange’’), through its wholly owned
subsidiary, NYSE Arca Equities, Inc.
(‘‘NYSE Arca Equities’’), filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Arca Equities Rule 5.2(j)(6)(B)(I),
the Exchange’s generic listing standard
for equity index-linked securities
(‘‘Equity Index-Linked Securities’’) to:
(1) Eliminate initial and continued
listing capitalization weighted and
modified capitalization weighted index
requirements; and (2) to adjust certain
PO 00000
16 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
Frm 00122
Fmt 4703
Sfmt 4703
41147
equity index weighting criteria and
adopt notional volume traded per
month to both initial listing standards
and continued listing standards. The
text of the proposed rule change is
available at the Exchange, the
Commission’s Public Reference Room,
and https://www.nyse.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 IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NYSE Arca proposes to amend NYSE
Arca Equities Rule 5.2(j)(6)(B)(I), the
Exchange’s generic listing standard for
Equity Index-Linked Securities.
Specifically, the Exchange proposes to:
(1) Eliminate initial and continued
listing capitalization weighted and
modified capitalization weighted index
requirements; and (2) to adjust certain
equity index weighting criteria and
adopt notional volume traded per
month to both the initial listing
standards and continued listing
standards.
For Equity Index-Linked Securities,
the Exchange proposes to eliminate
NYSE Arca Equities Rule
5.2(j)(6)(B)(I)(1)(b)(iii), the current initial
listing requirement that, in the case of
a capitalization weighted index or
modified capitalization weighted index,
the lesser of the five highest dollar
weighted component securities in the
index or the highest dollar weighted
component securities in the index that
in the aggregate represent at least 30%
of the total number of component
securities in the index, must have an
average monthly trading volume of at
least 2,000,000 shares over the previous
six months. The Exchange also proposes
to eliminate NYSE Arca Equities Rule
5.2(j)(6)(B)(I)(2)(a)(iii),3 the current
3 E-mail from Timothy J. Malinowski, Director,
NYSE Euornext, to Michou H.M. Nguyen, Special
Counsel, and Steve Varholik, Attorney-Advisor,
Continued
E:\FR\FM\17JYN1.SGM
17JYN1
41148
Federal Register / Vol. 73, No. 138 / Thursday, July 17, 2008 / Notices
mstockstill on PROD1PC66 with NOTICES
continued listing requirement, that in
the case of a capitalization weighted
index or modified capitalization
weighted index, the lesser of the five
highest dollar weighted component
securities in the index or the highest
dollar weighted component securities in
the index that in the aggregate represent
at least 30% of the total number of
stocks in the index have an average
monthly trading volume of at least
1,000,000 shares over the previous six
months.
The Exchange does not believe that it
is consistent or justified to impose
specific trading volume requirements
applicable only to capitalization
weighted or modified capitalization
weighted indexes, since both of these
index methodologies do not raise any
unique characteristics that merit the
application of the current initial and
continued listing standard. Rather, the
Exchange proposes that capitalization
weighted index or modified
capitalization weighted indexes comply
with the initial and continued listing
requirements currently applicable to all
other equity indexes under NYSE Arca
Equities Rule 5.2(j)(6)(B)(I) regardless of
the index methodology.
The Exchange notes that the
Exchange’s exchange-traded fund
(‘‘ETF’’) listing standard 4 does not
impose equity index requirements on
capitalization weighted and modified
capitalization weighted indexes.
Currently for initial listing, Rule
5.2(j)(6)(B)(I)(1)(b)(ii) provides that each
component security of an equity index
shall have trading volume in each of the
last six months of not less than
1,000,000 shares per month, except that
for each of the lowest weighted
component securities in the index that
in the aggregate account for no more
than 10% of the weight of the index, the
trading volume will be at least 500,000
shares per month in each of the last six
months.
The Exchange is proposing to: (i)
Remove the requirement that each of the
lowest weighted component securities
in the index that in the aggregate
account for 10% of the weight of the
index have trading volume of at least
500,000 shares per month for each of the
last six months; and (ii) adopt minimum
global notional volume (‘‘Global
Notional Volume’’) 5 traded per month
Division of Trading and Markets, Commission, on
July 10, 2008 (correcting the citations to NYSE Arca
Equities Rules 5.2(j)(6)(B)(I)(2)(a)(iii) and
5.2(j)(6)(B)(I)(2)(a)(ii), respectively.) (‘‘July 10
e-mail’’).
4 See NYSE Arca Equities Rule 5.2(j)(3)
Commentary .01.
5 Global Notional Volume is defined as the total
shares traded globally times the price per share.
VerDate Aug<31>2005
21:03 Jul 16, 2008
Jkt 214001
of $25,000,000 averaged over of the last
six months as an option for meeting the
listing requirements. Proposed Rule
5.2(j)(6)(B)(I)(1)(b)(ii) sets forth:
Component stocks that in the aggregate
account for at least 90% of the weight of the
index each shall have a minimum global
monthly trading volume of 1,000,000 shares,
or minimum Global Notional Volume traded
per month of $25,000,000, averaged over the
last six months.
With respect to the continued listing
criteria, Rule 5.2(j)(6)(B)(I)(2)(a)(ii) 6
currently sets forth that the trading
volume of each component security in
the index must be at least 500,000
shares for each of the last six months,
except that for each of the lowest
weighted components in the index that
in the aggregate account for no more
than 10% of the weight of the index,
trading volume must be at least 400,000
shares for each of the last six months.
The Exchange is proposing to: (i)
Remove the requirement that the lowest
weighted component securities in the
index that in the aggregate accounting
for no more than 10% of the weight of
the index have trading volume of at
least 400,000 shares for each of the last
six months; and (ii) adopt minimum
Global Notional Volume traded per
month of $12,500,000 averaged over the
last six months as an option for
satisfying the continued listing
requirements. Proposed Rule
5.2(j)(6)(B)(I)(2)(ii) sets forth:
Component stocks that in the aggregate
account for at least 90% of the weight of the
index each shall have a minimum global
monthly trading volume of 500,000 shares, or
minimum Global Notional Volume traded per
month of $12,500,000, averaged over the last
six months.
With respect to both the initial listing
and continued listing standards, the
Exchange believes that considering the
weighting of the bottom 10%
component securities is insignificant for
determining the liquidity of the index.
Rather, the Exchange proposes that
focusing on 90% of the top weighted
index component securities is a better
indication as to whether the index or
indexes has sufficient liquidity for
listing and trading of the related Equity
Index-Linked Security.
With respect to adopting, as an
alternative to monthly trading volume,
the minimum Global Notional Volume
traded averaged over the last six months
to both the initial and continued listing
standards, the Exchange believes that
averaged notional volume traded per
month is a better measure of the
liquidity of component stocks of the
underlying index or indexes.
PO 00000
6 See
July 10 e-mail supra note 3.
Frm 00123
Fmt 4703
Sfmt 4703
Specifically, notional volume nullifies
the volume discrepancies that generally
occur between low-priced and highpriced stocks.7 In addition, adopting an
average of the trading volume and
notional volume over six months
eliminates seasonal volume fluctuations
that may occur in the trading volume of
a particular underlying security
represented in the index or indexes.8
Further, investors, Equity IndexLinked Securities issuers, and thirdparty index sponsors would also benefit
from NYSE Arca’s ability to list—
without the delay associated with a
stand-alone rule filing—Equity IndexLinked Securities based on a broader
group of indexes, promoting
competition.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,9 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,10 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities,
and to remove impediments to and
perfect the mechanisms of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest. The
Exchange believes that the proposed
rules applicable to trading pursuant to
generic listing and trading criteria,
together with the Exchange’s
surveillance procedures applicable to
trading in the securities covered by the
proposed rules, serve to foster investor
protection.
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.
7 For example, a stock priced at $10 per share that
trades 2,500,000 shares in a month has a notional
volume of $25,000,000. Conversely, a stock priced
at $100 per share that trades 250,000 shares in a
month has a notional volume of $25,000,000.
8 See July 10 e-mail supra note 3 (clarifying that
the adoption of six month average applies to both
trading volume and Global Notional Volume
traded).
9 15 U.S.C. 78f.
10 15 U.S.C. 78f(b)(5).
E:\FR\FM\17JYN1.SGM
17JYN1
Federal Register / Vol. 73, No. 138 / Thursday, July 17, 2008 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reason for so finding or (ii)
as to which the Exchange consents, the
Commission will:
A. By order approve such proposed
rule change; or
B. Institute proceedings to determine
whether the proposed rule change
should be disapproved.
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
mstockstill on PROD1PC66 with NOTICES
• 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–NYSEArca–2008–70 on the
subject line.
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 the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2008–70 and
should be submitted on or before
August 7, 2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–16350 Filed 7–16–08; 8:45 am]
BILLING CODE 8010–01–P
DEPARTMENT OF STATE
[Public Notice 6299]
Bureau of Educational and Cultural
Affairs (ECA) Request for Grant
Proposals: Study of the United States
Institute on U.S. National Security
Policymaking in a Post 9/11 World
Announcement Type: New
Cooperative Agreement.
Funding Opportunity Number: ECA/
A/E/USS–09–01.
Catalog of Federal Domestic
Assistance Number: 19.418.
Paper Comments
Key Dates:
• Send paper comments in triplicate
Application Deadline: September 17,
to Secretary, Securities and Exchange
2008.
Commission, 100 F Street, NE.,
Executive Summary: The Branch for
Washington, DC 20549–1090.
the Study of the U.S., Office of
All submissions should refer to File
Academic Exchange Programs, Bureau
Number SR–NYSEArca–2008–70. This
of Educational and Cultural Affairs
file number should be included on the
(ECA/A/E/USS), invites proposal
subject line if e-mail is used. To help the submissions for the design and
Commission process and review your
implementation of the Study of the
comments more efficiently, please use
United States Institute on U.S. National
only one method. The Commission will Security Policymaking in a Post 9/11
post all comments on the Commission’s World. This institute will provide a
Internet Web site (https://www.sec.gov/
multinational group of up to 18
rules/sro.shtml). Copies of the
experienced foreign university
submission, all subsequent
educators and other professionals with
amendments, all written statements
a deeper understanding of U.S.
with respect to the proposed rule
approaches to national security
change that are filed with the
policymaking, past and present, in order
Commission, and all written
to strengthen curricula and to improve
communications relating to the
the quality of teaching about the United
proposed rule change between the
States at universities and other
Commission and any person, other than
11 17 CFR 200.30–3(a)(12).
those that may be withheld from the
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21:03 Jul 16, 2008
Jkt 214001
PO 00000
Frm 00124
Fmt 4703
Sfmt 4703
41149
institutions abroad. The institute should
be an intensive, academically rigorous
program for scholars and other
professionals from outside the United
States, and should have a central theme
and a strong contemporary component.
It is anticipated that this grant will be
awarded on or about October 15, 2008,
pending the availability of funds. This
six-week program, to be conducted
during the winter of 2009, must include
a four-week academic residency
segment at a U.S. college or university
campus (or other appropriate U.S.
location) and a two-week study tour
segment that complements the academic
residency segment. The study tour
segment must include a visit to
Washington, D.C. that involves
substantive briefings by national
security policy professionals from the
Department of State, other relevant U.S.
government agencies, and private
institutions.
I. Funding Opportunity Description
Authority
Overall grant making authority for
this program is contained in the Mutual
Educational and Cultural Exchange Act
of 1961, Pub. L. 87–256, as amended,
also known as the Fulbright-Hays Act.
The purpose of the Act is ‘‘to enable the
Government of the United States to
increase mutual understanding between
the people of the United States and the
people of other countries * * *; to
strengthen the ties which unite us with
other nations by demonstrating the
educational and cultural interests,
developments, and achievements of the
people of the United States and other
nations * * * and thus to assist in the
development of friendly, sympathetic
and peaceful relations between the
United States and the other countries of
the world.’’ The funding authority for
the program above is provided through
legislation.
Purpose: The Bureau is seeking a
detailed proposal for a Study of the
United States (U.S.) Institute on U.S.
National Security issues from colleges,
universities, consortia of colleges and
universities, and other not-for-profit
academic organizations that have an
established reputation in one or more of
the following fields: Political science,
international relations, law, military
science, and/or other disciplines or subdisciplines related to the program
themes. The institute should be
organized around a central theme or
themes in U.S. national security policy
planning and formulation and should
illuminate contemporary political,
social, and economic debates in
American society.
E:\FR\FM\17JYN1.SGM
17JYN1
Agencies
[Federal Register Volume 73, Number 138 (Thursday, July 17, 2008)]
[Notices]
[Pages 41147-41149]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-16350]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-58142; File No. SR-NYSEArca-2008-70]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
of Proposed Rule Change Amending NYSE Arca Equities Rule
5.2(j)(6)(B)(I), the Generic Listing Standard for Equity Index-Linked
Securities
July 11, 2008.
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 June 27, 2008, NYSE Arca, Inc. (``NYSE Arca'' or ``Exchange''),
through its wholly owned subsidiary, NYSE Arca Equities, Inc. (``NYSE
Arca Equities''), filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the Exchange. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend NYSE Arca Equities Rule
5.2(j)(6)(B)(I), the Exchange's generic listing standard for equity
index-linked securities (``Equity Index-Linked Securities'') to: (1)
Eliminate initial and continued listing capitalization weighted and
modified capitalization weighted index requirements; and (2) to adjust
certain equity index weighting criteria and adopt notional volume
traded per month to both initial listing standards and continued
listing standards. The text of the proposed rule change is available at
the Exchange, the Commission's Public Reference Room, and https://
www.nyse.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 IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
NYSE Arca proposes to amend NYSE Arca Equities Rule
5.2(j)(6)(B)(I), the Exchange's generic listing standard for Equity
Index-Linked Securities. Specifically, the Exchange proposes to: (1)
Eliminate initial and continued listing capitalization weighted and
modified capitalization weighted index requirements; and (2) to adjust
certain equity index weighting criteria and adopt notional volume
traded per month to both the initial listing standards and continued
listing standards.
For Equity Index-Linked Securities, the Exchange proposes to
eliminate NYSE Arca Equities Rule 5.2(j)(6)(B)(I)(1)(b)(iii), the
current initial listing requirement that, in the case of a
capitalization weighted index or modified capitalization weighted
index, the lesser of the five highest dollar weighted component
securities in the index or the highest dollar weighted component
securities in the index that in the aggregate represent at least 30% of
the total number of component securities in the index, must have an
average monthly trading volume of at least 2,000,000 shares over the
previous six months. The Exchange also proposes to eliminate NYSE Arca
Equities Rule 5.2(j)(6)(B)(I)(2)(a)(iii),\3\ the current
[[Page 41148]]
continued listing requirement, that in the case of a capitalization
weighted index or modified capitalization weighted index, the lesser of
the five highest dollar weighted component securities in the index or
the highest dollar weighted component securities in the index that in
the aggregate represent at least 30% of the total number of stocks in
the index have an average monthly trading volume of at least 1,000,000
shares over the previous six months.
---------------------------------------------------------------------------
\3\ E-mail from Timothy J. Malinowski, Director, NYSE Euornext,
to Michou H.M. Nguyen, Special Counsel, and Steve Varholik,
Attorney-Advisor, Division of Trading and Markets, Commission, on
July 10, 2008 (correcting the citations to NYSE Arca Equities Rules
5.2(j)(6)(B)(I)(2)(a)(iii) and 5.2(j)(6)(B)(I)(2)(a)(ii),
respectively.) (``July 10 e-mail'').
---------------------------------------------------------------------------
The Exchange does not believe that it is consistent or justified to
impose specific trading volume requirements applicable only to
capitalization weighted or modified capitalization weighted indexes,
since both of these index methodologies do not raise any unique
characteristics that merit the application of the current initial and
continued listing standard. Rather, the Exchange proposes that
capitalization weighted index or modified capitalization weighted
indexes comply with the initial and continued listing requirements
currently applicable to all other equity indexes under NYSE Arca
Equities Rule 5.2(j)(6)(B)(I) regardless of the index methodology.
The Exchange notes that the Exchange's exchange-traded fund
(``ETF'') listing standard \4\ does not impose equity index
requirements on capitalization weighted and modified capitalization
weighted indexes.
---------------------------------------------------------------------------
\4\ See NYSE Arca Equities Rule 5.2(j)(3) Commentary .01.
---------------------------------------------------------------------------
Currently for initial listing, Rule 5.2(j)(6)(B)(I)(1)(b)(ii)
provides that each component security of an equity index shall have
trading volume in each of the last six months of not less than
1,000,000 shares per month, except that for each of the lowest weighted
component securities in the index that in the aggregate account for no
more than 10% of the weight of the index, the trading volume will be at
least 500,000 shares per month in each of the last six months.
The Exchange is proposing to: (i) Remove the requirement that each
of the lowest weighted component securities in the index that in the
aggregate account for 10% of the weight of the index have trading
volume of at least 500,000 shares per month for each of the last six
months; and (ii) adopt minimum global notional volume (``Global
Notional Volume'') \5\ traded per month of $25,000,000 averaged over of
the last six months as an option for meeting the listing requirements.
Proposed Rule 5.2(j)(6)(B)(I)(1)(b)(ii) sets forth:
---------------------------------------------------------------------------
\5\ Global Notional Volume is defined as the total shares traded
globally times the price per share.
Component stocks that in the aggregate account for at least 90%
of the weight of the index each shall have a minimum global monthly
trading volume of 1,000,000 shares, or minimum Global Notional
Volume traded per month of $25,000,000, averaged over the last six
---------------------------------------------------------------------------
months.
With respect to the continued listing criteria, Rule
5.2(j)(6)(B)(I)(2)(a)(ii) \6\ currently sets forth that the trading
volume of each component security in the index must be at least 500,000
shares for each of the last six months, except that for each of the
lowest weighted components in the index that in the aggregate account
for no more than 10% of the weight of the index, trading volume must be
at least 400,000 shares for each of the last six months.
---------------------------------------------------------------------------
\6\ See July 10 e-mail supra note 3.
---------------------------------------------------------------------------
The Exchange is proposing to: (i) Remove the requirement that the
lowest weighted component securities in the index that in the aggregate
accounting for no more than 10% of the weight of the index have trading
volume of at least 400,000 shares for each of the last six months; and
(ii) adopt minimum Global Notional Volume traded per month of
$12,500,000 averaged over the last six months as an option for
satisfying the continued listing requirements. Proposed Rule
5.2(j)(6)(B)(I)(2)(ii) sets forth:
Component stocks that in the aggregate account for at least 90%
of the weight of the index each shall have a minimum global monthly
trading volume of 500,000 shares, or minimum Global Notional Volume
traded per month of $12,500,000, averaged over the last six months.
With respect to both the initial listing and continued listing
standards, the Exchange believes that considering the weighting of the
bottom 10% component securities is insignificant for determining the
liquidity of the index. Rather, the Exchange proposes that focusing on
90% of the top weighted index component securities is a better
indication as to whether the index or indexes has sufficient liquidity
for listing and trading of the related Equity Index-Linked Security.
With respect to adopting, as an alternative to monthly trading
volume, the minimum Global Notional Volume traded averaged over the
last six months to both the initial and continued listing standards,
the Exchange believes that averaged notional volume traded per month is
a better measure of the liquidity of component stocks of the underlying
index or indexes. Specifically, notional volume nullifies the volume
discrepancies that generally occur between low-priced and high-priced
stocks.\7\ In addition, adopting an average of the trading volume and
notional volume over six months eliminates seasonal volume fluctuations
that may occur in the trading volume of a particular underlying
security represented in the index or indexes.\8\
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\7\ For example, a stock priced at $10 per share that trades
2,500,000 shares in a month has a notional volume of $25,000,000.
Conversely, a stock priced at $100 per share that trades 250,000
shares in a month has a notional volume of $25,000,000.
\8\ See July 10 e-mail supra note 3 (clarifying that the
adoption of six month average applies to both trading volume and
Global Notional Volume traded).
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Further, investors, Equity Index-Linked Securities issuers, and
third-party index sponsors would also benefit from NYSE Arca's ability
to list--without the delay associated with a stand-alone rule filing--
Equity Index-Linked Securities based on a broader group of indexes,
promoting competition.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\9\ in general, and furthers the
objectives of Section 6(b)(5) of the Act,\10\ in particular, in that it
is designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transactions in securities, and to remove impediments to and perfect
the mechanisms of a free and open market and a national market system,
and, in general, to protect investors and the public interest. The
Exchange believes that the proposed rules applicable to trading
pursuant to generic listing and trading criteria, together with the
Exchange's surveillance procedures applicable to trading in the
securities covered by the proposed rules, serve to foster investor
protection.
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\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78f(b)(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.
[[Page 41149]]
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reason for so finding or (ii) as to
which the Exchange consents, the Commission will:
A. By order approve such proposed rule change; or
B. Institute proceedings to determine whether the proposed rule
change should be disapproved.
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-2008-70 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2008-70. 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, 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 the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEArca-2008-70 and should
be submitted on or before August 7, 2008.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
Florence E. Harmon,
Acting Secretary.
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\11\ 17 CFR 200.30-3(a)(12).
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[FR Doc. E8-16350 Filed 7-16-08; 8:45 am]
BILLING CODE 8010-01-P