Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing of Proposed Rule Change Relating to the Listing of the United States Brent Oil Fund, LP, 14237-14243 [2010-6507]
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Federal Register / Vol. 75, No. 56 / Wednesday, March 24, 2010 / Notices
abrogate such rule change if it appears
to the Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
srobinson on DSKHWCL6B1PROD 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–ISE–2010–20 on the subject
line.
Number SR–ISE–2010–20 and should be
submitted on or before April 14, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–6508 Filed 3–23–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61721; File No. SR–
NYSEArca–2010–14]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change Relating to the Listing of
the United States Brent Oil Fund, LP
March 16, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
Paper Comments
notice is hereby given that, on March 3,
2010, NYSE Arca, Inc. (‘‘Exchange’’ or
• Send paper comments in triplicate
‘‘NYSE Arca’’) filed with the Securities
to Elizabeth M. Murphy, Secretary,
and Exchange Commission
Securities and Exchange Commission,
(‘‘Commission’’) the proposed rule
100 F Street, NE., Washington, DC
change as described in Items I, II, and
20549–1090.
III below, which Items have been
All submissions should refer to File
prepared by the Exchange. The
Number SR–ISE–2010–20. This file
Commission is publishing this notice to
number should be included on the
subject line if e-mail is used. To help the solicit comments on the proposed rule
change from interested persons.
Commission process and review your
comments more efficiently, please use
I. Self-Regulatory Organization’s
only one method. The Commission will Statement of the Terms of Substance of
post all comments on the Commission’s the Proposed Rule Change
Internet Web site (https://www.sec.gov/
The Exchange proposes to list and
rules/sro.shtml). Copies of the
trade pursuant to NYSE Arca Equities
submission, all subsequent
Rule 8.300 units (‘‘Units’’) of the United
amendments, all written statements
States Brent Oil Fund, LP (‘‘USBO’’ or
with respect to the proposed rule
‘‘Partnership’’). The text of the proposed
change that are filed with the
rule change is available at the Exchange,
Commission, and all written
the Commission’s Public Reference
communications relating to the
Room, and https://www.nyse.com.
proposed rule change between the
Commission and any person, other than II. Self-Regulatory Organization’s
Statement of the Purpose of, and
those that may be withheld from the
Statutory Basis for, the Proposed Rule
public in accordance with the
Change
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
In its filing with the Commission, the
printing in the Commission’s Public
self-regulatory organization included
Reference Room, 100 F Street, NE.,
statements concerning the purpose of,
Washington, DC 20549, on official
and basis for, the proposed rule change
business days between the hours of 10
and discussed any comments it received
a.m. and 3 p.m. Copies of the filing will on the proposed rule change. The text
also be available for inspection and
of those statements may be examined at
copying at the principal office of the
the places specified in Item IV below.
self-regulatory organization. All
The Exchange has prepared summaries,
comments received will be posted
set forth in sections A, B, and C below,
without change; the Commission does
of the most significant parts of such
not edit personal identifying
statements.
information from submissions. You
should submit only information that
7 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
you wish to make available publicly. All
2 17 CFR 240.19b–4.
submissions should refer to File
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14237
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Under NYSE Arca Equities Rule
8.300, the Exchange may propose to list
and/or trade pursuant to unlisted
trading privileges (‘‘UTP’’) Partnership
Units.3 The Exchange proposes to list
and trade the Units of United States
Brent Oil Fund, LP pursuant to NYSE
Arca Equities Rule 8.300.4 The
Commission has previously approved
listing of similar limited partnerships on
the American Stock Exchange LLC
(‘‘Amex’’) (now known as NYSE Amex
LLC),5 trading of such securities on the
Exchange pursuant to UTP,6 and,
subsequently, their listing on the
Exchange.7 The Commission has also
3 On May 25, 2006, the Commission approved
NYSE Arca Equities Rule 8.300, which sets forth the
rules related to listing and trading criteria for
Partnership Units. See Securities Exchange Act
Release No. 53875 (May 25, 2006), 71 FR 32164
(June 2, 2006) (SR–NYSEArca–2006–11) (approving
trading pursuant to UTP of Partnership Units of the
United States Oil Fund, LP). On July 11, 2007, the
Commission approved the Exchange’s proposal to
trade pursuant to UTP Partnership Units of the
United States Natural Gas Fund, LP. Securities
Exchange Act Release No. 56042 (July 11, 2007), 72
FR 39118 (July 17, 2007) (SR–NYSEArca–2007–45).
4 USBO has filed with the Commission
Amendment No. 2 to Form S–1, dated January 22,
2010 (File No. 333–162015) (the ‘‘Registration
Statement’’). Unless otherwise noted, descriptions
herein relating to USBO are based on the
Registration Statement.
5 See Securities Exchange Act Release Nos. 53582
(March 31, 2006), 71 FR 17510 (April 6, 2006) (SR–
Amex–2005–127) (order approving Amex listing of
United States Oil Fund, LP); 56831 (November 21,
2007), 72 FR 67612 (November 29, 2007) (SR–
Amex–2007–98) (order approving Amex listing of
United States 12 Month Oil Fund, LP and United
States 12 Month Natural Gas Fund, LP); 55632
(April 13, 2007), 72 FR 19987 (April 20, 2007) (SR–
Amex–2006–112) (order approving Amex listing of
United States Natural Gas Fund, LP); 57188
(January 23, 2008), 73 FR 5607 (January 30, 2008)
(SR–Amex–2007–70) (order approving Amex listing
of United States Heating Oil Fund, LP and United
States Gasoline Fund, LP).
6 See Securities Exchange Act Release No. 56832
(November 21, 2007), 72 FR 67328 (November 28,
2007) (SR–NYSEArca–2007–102) (order approving
UTP trading of United States 12 Month Oil Fund,
LP and United States 12 Month Natural Gas Fund,
LP); Securities Exchange Act Release No. 56042
(July 11, 2007), 72 FR 39118 (July 17, 2007) (SR–
NYSEArca–2007–45) (order approving UTP trading
of United States Natural Gas Fund, LP); Securities
Exchange Act Release No. 57294 (February 8, 2008),
73 FR 8917 (February 15, 2008) (SR–NYSEArca–
2007–78) (order approving UTP trading of United
States Heating Oil Fund, LP and United States
Gasoline Fund, LP).
7 See Securities Exchange Act Release No. 58965
(November 17, 2008), 73 FR 71078 (November 24,
2008) (order approving listing on the Exchange of
United States Oil Fund, LP, United States 12 Month
Oil Fund, LP, United States Heating Oil Fund, LP,
United States Gasoline Fund, LP, United States 12
Month Natural Gas Fund, LP and United States
Natural Gas Fund, LP).
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Federal Register / Vol. 75, No. 56 / Wednesday, March 24, 2010 / Notices
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approved listing on the Exchange of the
United States Short Oil Fund, LP.8
The Exchange proposes to list and
trade pursuant to NYSE Arca Equities
Rule 8.300 Units of USBO. According to
the Registration Statement, the net
assets of USBO will consist primarily of
investments in futures contracts for
crude oil, heating oil, gasoline, natural
gas and other petroleum-based fuels that
are traded on the ICE Futures Exchange,
New York Mercantile Exchange (the
‘‘NYMEX’’), or other U.S. and foreign
exchanges (collectively, ‘‘Futures
Contracts’’). USBO may also invest in
other crude oil-related investments such
as cash-settled options on Futures
Contracts, forward contracts for crude
oil, cleared swap contracts and over-thecounter transactions that are based on
the price of crude oil and other
petroleum-based fuels, Futures
Contracts and indices based on the
foregoing (‘‘Other Crude Oil-Related
Investments’’ and, together with Futures
Contracts, ‘‘Crude Oil Interests’’).
USBO will invest in Crude Oil
Interests to the fullest extent possible
without being leveraged or unable to
satisfy its current or potential margin or
collateral obligations with respect to its
investments in Futures Contracts and
Other Crude Oil-Related Investments.
The primary focus of the General
Partner will be investing in Futures
Contracts and the management of
investments in short-term obligations of
the United States of two years or less
(‘‘Treasuries’’), cash and/or cash
equivalents for margining purposes and
as collateral.
USBO will comply with the
requirements of Rule 10A–3 9 under the
Securities Exchange Act of 1934
(‘‘Act’’) 10 as it applies to limited
partnerships. In addition, USBO will
comply with the requirements of NYSE
Arca Equities Rule 8.300. A minimum of
100,000 Units will be outstanding at the
commencement of trading on the
Exchange.
Overview of USBO 11
United States Brent Oil Fund, LP, a
Delaware limited partnership, is a
commodity pool that will issue Units. It
is managed and controlled by its general
partner, United States Commodity
Funds LLC (‘‘General Partner’’). The
General Partner is a single member
limited liability company formed in
Delaware on May 10, 2005, that is
registered as a commodity pool operator
8 See Securities Exchange Act Release No. 59173
(December 29, 2008), 74 FR 490 (January 6, 2009)
(SR–NYSEArca–2008–125) (order approving listing
and trading of United States Short Oil Fund, LP).
9 17 CFR 240.10A–3.
10 15 U.S.C. 78a.
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(‘‘CPO’’) with the Commodity Futures
Trading Commission (‘‘CFTC’’) and is a
member of the National Futures
Association (‘‘NFA’’). Prior to June 13,
2008, the General Partner’s name was
Victoria Bay Asset Management, LLC.
USBO will pay the General Partner a
management fee of 0.75% of NAV on its
average net assets.
The General Partner is not affiliated
with a broker-dealer.
USBO Investment Objective and
Policies
According to the Registration
Statement, the investment objective of
USBO is intended to have the daily
changes in percentage terms of its Units’
net asset value (‘‘NAV’’) reflect the daily
changes in percentage terms of the spot
price of Brent crude oil as measured by
the changes in the price of the futures
contract on Brent crude oil as traded on
ICE Futures Exchange that is the near
month contract to expire, except when
the near month contract is within two
weeks of expiration, in which case the
futures contract will be the next month
contract to expire (the ‘‘Benchmark
Futures Contract’’), less USBO’s
expenses. It is not the intent of USBO
to be operated in a fashion such that its
NAV will equal, in dollar terms, the
spot price of crude oil or any particular
futures contract based on crude oil.
USBO may invest in Crude Oil Interests
other than the Benchmark Futures
Contract, including to comply with
accountability levels and position
limits.
As a specific benchmark, the General
Partner will endeavor to place USBO’s
trades in Futures Contracts and Other
Crude Oil-Related-Investments and
otherwise manage USBO’s investments
so that ‘‘A’’ will be within plus/minus 10
percent of ‘‘B’’, where:
• A is the average daily change in
USBO’s NAV for any period of 30
successive valuation days, i.e., any
NYSE Arca trading day as of which
USBO calculates its NAV, and
• B is the average daily change in the
price of the Benchmark Futures Contract
over the same period.
An investment in the Units is
intended to allow both retail and
institutional investors to easily gain
exposure to the crude oil market in a
cost-effective manner. The Units are
also expected to provide additional
means for diversifying an investor’s
investments or hedging exposure to
changes in crude oil prices.
The Benchmark Futures Contract will
be changed from the near month
11 Terms relating to USBO referred to, but not
defined, herein are defined in the Registration
Statement.
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contract to the next month contract over
a four-day period. Each month, the
Benchmark Futures Contract will
change starting at the end of the day on
the date two weeks prior to expiration
of the near month contract for that
month. During the first three days of the
period, the applicable value of the
Benchmark Futures Contract will be
based on a combination of the near
month contract and the next month
contract as follows: (1) Day 1 will
consist of 75% of the then near month
contract’s total return for the day, plus
25% of the total return for the day of the
next month contract, (2) day 2 will
consist of 50% of the then near month
contract’s total return for the day, plus
50% of the total return for the day of the
next month contract, and (3) day 3 will
consist of 25% of the then near month
contract’s total return for the day, plus
75% of the total return for the day of the
next month contract. On day 4, the
Benchmark Futures Contract will be the
next month contract to expire at that
time and that contract will remain the
Benchmark Futures Contract until the
beginning of the following month’s
change in the Benchmark Futures
Contract over a four-day period.
On each day during the four-day
period, the General Partner anticipates it
will ‘‘roll’’ USBO’s positions in oil
investments by closing, or selling, a
percentage of USBO’s positions in
Crude Oil Interests and reinvesting the
proceeds from closing those positions in
new Crude Oil Interests that reflect the
change in the Benchmark Futures
Contract. The anticipated monthly dates
on which the Benchmark Futures
Contract will be changed and the Crude
Oil Interests will be ‘‘rolled’’ in 2010 and
subsequent years will be posted on
USBO’s Web site at https://
www.unitedstatesbrentoilfund.com, and
are subject to change without notice.
According to the Registration
Statement, the General Partner will
employ a ‘‘neutral’’ investment strategy
intended to track the changes in the
price of the Benchmark Futures Contract
regardless of whether the price goes up
or goes down. USBO’s ‘‘neutral’’
investment strategy is designed to
permit investors generally to purchase
and sell USBO’s Units for the purpose
of investing indirectly in crude oil in a
cost-effective manner, and/or to permit
participants in the crude oil or other
industries to hedge the risk of losses in
their crude oil-related transactions. This
and certain risk factors discussed in the
Registration Statement may cause a lack
of correlation between the changes in
USBO’s NAV and the changes in the
price of Brent crude oil. For example,
USBO (i) may not be able to sell/buy the
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exact amount of positions in Futures
Contracts and Other Crude Oil-Related
Investments to have a perfect correlation
with NAV; (ii) may not always be able
to buy and sell Futures Contracts or
Other Crude Oil-Related Investments at
the market price; (iii) may not
experience a perfect correlation between
the Benchmark Futures Contract and the
investments in Futures Contracts, Other
Crude Oil-Related Investments and U.S.
Treasuries, cash and cash equivalents;
and (iv) will be required to pay
brokerage fees and the management fee,
which will have an effect on the
correlation with NAV. Additional
factors that may impact correlation with
NAV are discussed in the Registration
Statement.
USBO will create and redeem Units
only in blocks of 100,000 Units called
Creation Baskets and Redemption
Baskets, respectively. Only Authorized
Purchasers may purchase or redeem
Creation Baskets or Redemption
Baskets.
Clearing Broker. UBS Securities will
act as a futures clearing broker for
USBO. UBS Securities is registered in
the U.S. with FINRA as a Broker-Dealer
and with the CFTC as a Futures
Commission Merchant. The clearing
arrangements between the clearing
broker and USBO generally are
terminable by the clearing broker once
the clearing broker has given USBO
notice. Upon termination, the General
Partner may be required to renegotiate
or make other arrangements for
obtaining similar services if USBO
intends to continue trading in Futures
Contracts or Other Crude Oil-Related
Investments at its level of capacity at
such time.
Administrator and Custodian. Brown
Brothers Harriman & Co. is anticipated
to be the registrar and transfer agent for
the Units. Brown Brothers Harriman &
Co. is also anticipated to be the
Custodian for USBO. In this capacity,
Brown Brothers Harriman & Co. will
hold USBO’s Treasuries, cash and cash
equivalents pursuant to a custodial
agreement. In addition, Brown Brothers
Harriman & Co. will perform certain
administrative and accounting services
for USBO and will prepare certain SEC
and CFTC reports on behalf of USBO.
Marketing Agent. USBO also plans to
employ ALPS Distributors, Inc. as the
marketing agent. USBO, through its
marketing agent, will continuously offer
Creation Baskets to and redeem
Redemption Baskets from Authorized
Purchasers and will receive and process
creation and redemption orders from
Authorized Purchasers.
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Investment Strategy of USBO
According to the Registration
Statement, USBO anticipates that the
use of Futures Contracts, together with
Other Crude Oil-Related Investments, as
necessary, will produce price and total
return results that closely track the
investment goals of USBO.
USBO may employ spreads or
straddles in its trading to mitigate the
differences in its investment portfolio
and its goal of tracking changes in the
price of the Benchmark Futures
Contract. USBO would use a spread
when it chooses to take simultaneous
long and short positions in futures
written on the same underlying asset,
but with different delivery months. The
effect of holding such combined
positions is to adjust the sensitivity of
USBO to changes in the price
relationship between futures contracts
that will expire sooner and those that
will expire later. USBO would use such
a spread if the General Partner felt that
taking such long and short positions,
when combined with the rest of its
holdings, would more closely track the
investment goals of USBO, or if the
General Partner felt it would lead to an
overall lower cost of trading to achieve
a given level of economic exposure to
movements in Brent crude oil prices.
USBO will invest only in Futures
Contracts and Other Crude Oil-Related
Investments that are traded in sufficient
volume to permit, in the opinion of the
General Partner, ease of taking and
liquidating positions in these financial
interests. While Brent crude oil Futures
Contracts traded on the ICE Futures
Exchange can be physically settled,
USBO does not intend to take or make
physical delivery. However, USBO may
from time to time trade in Other Crude
Oil-Related Investments, including
contracts based on the spot price of
crude oil.
While USBO expects its ratio of
margin and collateral posted to total
assets to generally range from 10% to
20%, the General Partner endeavors to
have the value of USBO’s Treasuries,
cash and cash equivalents, whether held
by USBO or posted as margin or
collateral, at all times approximate the
aggregate market value of USBO’s
obligations under its Futures Contracts
and Other Crude Oil-Related
Investments. Borrowings will not be
used by USBO, unless USBO is required
to borrow money in the event of
physical delivery, USBO trades in cash
commodities, or for short-term needs
created by unexpected redemptions.
USBO does not plan to establish credit
lines.
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According to the Registration
Statement, as part of its Other Crude
Oil-Related Investments, USBO may
purchase options on crude oil Futures
Contracts on principal futures
exchanges in pursuing its investment
objective. USBO may enter into cleared
swaps and non-exchange-traded
derivatives transactions (also known as
over-the-counter contracts), which are
usually entered into between two
parties. Each party to such contract
bears the credit risk that the other party
may not be able to perform its
obligations under its contract.
Some crude oil-based derivatives
transactions contain fairly generic terms
and conditions and are available from a
wide range of participants. Other crude
oil-based derivatives have highly
customized terms and conditions and
are not as widely available. Many of
these over-the-counter contracts are
cash-settled forwards for the future
delivery of crude oil- or petroleumbased fuels that have terms similar to
the Futures Contracts. Others take the
form of ‘‘swaps’’ in which the two
parties exchange cash flows based on
pre-determined formulas tied to the
crude oil spot price, forward crude oil
price, the Benchmark Futures Contract
price, or other crude oil futures contract
price. Certain of these swaps may be
cleared through clearinghouses and
have margin and other requirements
akin to those found in futures contracts.
USBO may also enter into over-thecounter derivative contracts such as
swaps or cash-settled forwards for the
future delivery of crude oil- or
petroleum-based fuels that are not
cleared. For example, USBO may enter
into over-the-counter derivative
contracts whose value will be tied to
changes in the difference between the
crude oil spot price, the Benchmark
Futures Contract price, or some other
futures contract price traded on New
York Mercantile Exchange or ICE
Futures Exchange and the price of other
Futures Contracts that may be invested
in by USBO.
According to the Registration
Statement, to protect itself from the
credit risk that arises in connection with
such over-the-counter Other Crude OilRelated Investments, USBO will enter
into agreements with each counterparty
that provide for the netting of its overall
exposure to its counterparty, such as the
agreements published by the
International Swaps and Derivatives
Association, Inc. USBO will also require
that the counterparty be highly rated
and/or provide collateral or other credit
support to address USBO’s exposure to
the counterparty. The creditworthiness
of each potential counterparty will be
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Impact of Accountability Levels and
Position Limits
USBO’s Units
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assessed by the General Partner, as
described in the Registration Statement.
According to the Registration
Statement, the Benchmark Futures
Contract is currently traded on the ICE
Futures Exchange without specific
accountability levels or position limits.
However, the ICE Futures Exchange’s
daily position management regime
requires that any position greater than
500 contracts in the nearest two months
to expire must be reported to the ICE
Futures Exchange on a daily basis.
According to the Registration Statement,
the ICE Futures Exchange has powers to
prevent the development of excessive
positions or unwarranted speculation or
any other undesirable situation and may
take any steps necessary to resolve such
situations including the ability to
mandate limitations on the size of such
positions or to reduce positions where
appropriate.
If USBO is required to limit or reduce
the size of its positions in Brent crude
oil contracts on the ICE Futures
Exchange, it may then, if permitted
under applicable regulatory
requirements, purchase Futures
Contracts on the NYMEX or other
exchanges that trade listed crude oil
futures. According to the Registration
Statement, the Futures Contracts
available on the NYMEX are comparable
to the contracts on the ICE Futures
Exchange, but they may have different
underlying commodities, sizes,
deliveries, and prices. The Futures
Contracts available on the NYMEX are
subject to accountability levels and
position limits. In addition, USBO may
invest in Other Crude Oil-Related
Investments, as described above.
According to the Registration
Statement, the offering of USBO’s Units
is a best efforts offering. USBO will
continuously offer Creation Baskets
consisting of 100,000 Units through the
Marketing Agent, to Authorized
Purchasers. It is expected that on the
effective date, the initial Authorized
Purchaser will, subject to conditions,
purchase one or more initial Creation
Baskets of 100,000 Units at a price per
unit equal to $50. It is expected that the
proceeds from that purchase will be
invested on that day and that USBO’s
initial per Unit net asset value will be
established as of 4 p.m. Eastern time
(‘‘E.T.’’) that day. Authorized Purchasers
will pay a $1,000 fee for each order to
create one or more Creation Baskets or
redeem one or more Redemption
Baskets. The Marketing Agent will
receive, for its services as marketing
agent to USBO, a marketing fee of 0.06%
on assets up to the first $3 billion and
0.04% on assets in excess of $3 billion,
provided, however, that in no event may
the aggregate compensation paid to the
Marketing Agent and any affiliate of the
General Partner for distribution-related
services in connection with the offering
of Units exceed ten percent (10%) of the
gross proceeds of the offering.
The total deposit required to create
each basket (‘‘Creation Basket Deposit’’)
will be an amount of Treasuries and/or
cash that is in the same proportion to
the total assets of USBO (net of
estimated accrued but unpaid fees,
expenses and other liabilities) on the
date the order to purchase is accepted
as the number of Units to be created
under the purchase order is in
proportion to the total number of Units
outstanding on the date the order is
received. The General Partner
determines, directly in its sole
discretion or in consultation with the
Administrator, the requirements for
Treasuries and the amount of cash,
including the maximum permitted
remaining maturity of a Treasury and
proportions of Treasuries and cash that
may be included in deposits to create
baskets. The Marketing Agent will
publish such requirements at the
beginning of each business day. The
amount of cash deposit required will be
the difference between the aggregate
market value of the Treasuries required
to be included in a Creation Basket
Deposit as of 4 p.m. E.T. on the date the
order to purchase is properly received
and the total required deposit.
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Calculation of NAV
USBO’s NAV is calculated by (1)
taking the current market value of its
total assets, and (2) subtracting any
liabilities. Brown Brothers Harriman &
Co., the Administrator, will calculate
the NAV of USBO once each New York
Stock Exchange (‘‘NYSE’’) trading day.
The NAV for a particular trading day
will be released after 4 p.m. E.T.
Trading during the Core Trading
Session on the NYSE Arca typically
closes at 4 p.m. E.T. The Administrator
will use the ICE Futures Exchange
settlement price (a weighted average
price of trades during a three minute
settlement period from 2:27 p.m., E.T.)
for the contracts traded on the ICE
Futures Exchange, but will calculate or
determine the value of all other USBO
investments, as of the earlier of the close
of the NYSE Arca or 4 p.m. E.T. in
accordance with the Administrative
Agency Agreement among Brown
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Brothers Harriman & Co., USBO and the
General Partner.
In addition, Futures Contracts, Other
Crude Oil-Related Investments and
Treasuries held by USBO will be valued
by the Administrator, using rates and
points received from client-approved
third party vendors (such as Reuters and
WM Company) and advisor quotes.
These investments will not be included
in the Indicative Partnership Value
(‘‘IPV’’, as discussed below). The IPV is
based on the prior day’s NAV and
moves up and down solely according to
changes in the Benchmark Futures
Contracts for Brent crude oil traded on
the ICE Futures Exchange.
As discussed above, USBO will create
and redeem Units only in blocks of
100,000 Units called Creation Baskets
and Redemption Baskets, respectively.
The price of each Unit offered in
Creation Baskets on any day will be the
total NAV of USBO calculated as of the
close of the NYSE on that day divided
by the number of issued and
outstanding Units.
The creation and redemption of
baskets will only be made in exchange
for delivery to USBO or the distribution
by USBO of the amount of Treasuries
and any cash represented by the baskets
being created or redeemed, the amount
of which will be based on the combined
NAV of the number of Units included in
the baskets being created or redeemed as
of 4 p.m. E.T. on the day the order to
create or redeem baskets is properly
accepted. Additional procedures
relating to the creation and redemption
of Units are described in the
Registration Statement.
Dissemination and Availability of
Information
Price of Futures Contracts. The
applicable Futures Contracts are the
underlying benchmark investment,
commodity or asset, as applicable, for
purposes of NYSE Arca Equities Rule
8.300(d)(2)(ii).12
The ICE Futures Exchange
disseminates price information on the
Futures Contracts traded on the ICE
Futures Exchange on a real-time basis
during normal trading hours on the ICE
Futures Exchange from 8 p.m. E.T. to 6
p.m. E.T. With respect to any Futures
Contracts that are traded on NYMEX,
NYMEX disseminates price information
12 NYSE Arca Equities Rule 8.300(d)(2)(ii)
provides that NYSE Arca Equities will consider
removing from listing Partnership Units if the value
of the underlying benchmark investment,
commodity or asset is no longer calculated or
available on at a least a 15-second delayed basis or
NYSE Arca Equities stops providing a hyperlink on
its Web site to any such investment, commodity or
asset value.
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on a real-time basis during normal
trading hours on NYMEX from 10 a.m.
to 2:30 p.m., E.T.
Portfolio Disclosure. USBO’s total
portfolio composition will be disclosed
each business day that the NYSE Arca
is open for trading on USBO’s Web site.
The Web site disclosure of portfolio
holdings will be made daily and will
include, as applicable, the name and
value of each Crude Oil Interest, the
specific types of Other Crude OilRelated Investments, Treasuries, and the
amount of cash and cash equivalents
held in USBO’s portfolio. USBO’s Web
site is publicly accessible at no charge.
Indicative Partnership Value. In order
to provide updated information relating
to USBO for use by investors and market
professionals, an updated IPV, as
described below, will be calculated and
disseminated by one or more major
market data vendors during the NYSE
Arca Core Trading Session. The IPV is
based on the prior day’s NAV and
moves up and down solely according to
changes in the Benchmark Futures
Contracts for Brent crude oil traded on
the ICE Futures Exchange.13 The prices
reported for the active Futures Contract
month will be adjusted based on the
prior day’s spread differential between
settlement values for that contract and
the spot month contract. In the event
that the spot month contract is also the
active contract, the last sale price for the
active contract will not be adjusted. The
IPV disseminated during the Core
Trading Session should not be viewed
as an actual real time update of the
NAV, because NAV is calculated only
once at the end of each trading day.
The IPV will be disseminated on a per
Unit basis every 15 seconds during the
NYSE Arca Core Trading Session from
9:30 a.m. E.T. to 4 p.m. E.T. The normal
trading hours of ICE Futures Exchange
are 8 p.m. E.T. to 6 p.m. E.T.14
Dissemination of the IPV provides
additional information that is not
otherwise available to the public and is
useful to investors and market
professionals in connection with the
trading of USBO Units on the NYSE
Arca. Investors and market professionals
will be able throughout the trading day
to compare the market price of USBO
and the IPV. If the market price of USBO
Units diverges significantly from the
IPV, market professionals will have an
incentive to execute arbitrage trades. For
example, if USBO appears to be trading
at a discount compared to the IPV, a
13 See e-mail from Tim Malinowski, Senior
Director, NYSE Euronext LLC, to Edward
Cho, Special Counsel, Commission, dated March
15, 2010.
14 Id.
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16:24 Mar 23, 2010
Jkt 220001
market professional could buy USBO
Units on the NYSE Arca and sell short
futures contracts. Such arbitrage trades
can tighten the tracking between the
market price of USBO and the IPV and
thus can be beneficial to all market
participants.
In addition, quotation and last-sale
information regarding the Units will be
disseminated through the facilities of
the Consolidated Tape Association.
Trading Rules
The Exchange deems the Units to be
equity securities, thus rendering trading
in the Units subject to the Exchange’s
existing rules governing the trading of
equity securities. The Units will trade
on the NYSE Arca Marketplace from 4
a.m. to 8 p.m. E.T. The Exchange has
appropriate rules to facilitate
transactions in the Units during all
trading sessions. The minimum trading
increment for the Units on the Exchange
will be $0.01.
NYSE Arca Equities Rule 8.300(e) sets
forth certain restrictions on ETP Holders
acting as registered Market Makers in
Partnership Units to facilitate
surveillance. NYSE Arca Equities Rule
8.300(e)(2)–(3) requires that the ETP
Holder acting as a registered Market
Maker in Partnership Units provide the
Exchange with necessary information
relating to its trading in the underlying
asset or commodity, related futures or
options on futures, or any other related
derivatives. NYSE Arca Equities Rule
8.300(e)(4) prohibits the ETP Holder
acting as a registered Market Maker in
Partnership Units from using any
material nonpublic information received
from any person associated with an ETP
Holder or employee of such person
regarding trading by such person or
employee in the underlying asset or
commodity, related futures or options
on futures or any other related
derivative (including the Partnership
Units). In addition, NYSE Arca Equities
Rule 8.300(e)(1) provides that an ETP
Holder acting as a registered Market
Maker in the Units is obligated to
comply with NYSE Arca Equities Rule
7.26 pertaining to limitations on
dealings when such Market Maker, or
affiliate of such Market Maker, engages
in certain business activities, as
described in such rules.
With respect to trading halts, the
Exchange may consider all relevant
factors in exercising its discretion to
halt or suspend trading in the Units.
Trading may be halted because of
market conditions or for reasons that, in
the view of the Exchange, make trading
in the Units inadvisable. These may
include: (1) The extent to which trading
is not occurring in the underlying
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Fmt 4703
Sfmt 4703
14241
Futures Contracts, or (2) whether other
unusual conditions or circumstances
detrimental to the maintenance of a fair
and orderly market are present. In
addition, trading in the Units could be
halted pursuant to the Exchange’s
‘‘circuit breaker’’ rule.15 Under Rule
7.34(a)(5), if the Exchange becomes
aware that the NAV for the Units is not
being disseminated to all market
participants at the same time, it will halt
trading in the Units on the Exchange
until such time as the NAV is available
to all market participants. In addition, if
the portfolio composition applicable to
the Units, as disseminated on the Web
site for the Units, is not disseminated to
all market participants at the same time,
the Exchange will halt trading in the
affected Units.
If the value of the IPV or the
underlying benchmark investment,
commodity or asset applicable to the
Units is not being disseminated as
required, the Exchange may halt trading
in the Units during the day on which
the interruption first occurs. If such
interruption persists past the trading
day in which it occurred, the Exchange
will halt trading no later than the
beginning of the trading day following
the interruption.
Surveillance
The Exchange intends to utilize its
existing surveillance procedures
applicable to derivative products,
including Partnership Units, to monitor
trading in the Units. The Exchange
represents that these procedures are
adequate to properly monitor Exchange
trading of the Units in all trading
sessions and to deter and detect
violations of Exchange rules and
applicable federal securities laws.
The Exchange’s current trading
surveillances focus on detecting
securities trading outside their normal
patterns. When such situations are
detected, surveillance analysis follows
and investigations are opened, where
appropriate, to review the behavior of
all relevant parties for all relevant
trading violations. The Exchange is able
to obtain information regarding trading
in the Units, the applicable physical
commodities included in, or options,
futures or options on futures on, or any
other derivatives based on such
commodities, through ETP Holders, in
connection with such ETP Holders’
proprietary or customer trades which
they effect on any relevant market. With
regard to the Futures Contracts, the
Exchange can obtain market
surveillance information, including
customer identity information, with
15 See
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Federal Register / Vol. 75, No. 56 / Wednesday, March 24, 2010 / Notices
respect to transactions occurring on ICE
Futures Exchange pursuant to its
comprehensive information sharing
agreements with that exchange. NYMEX
is a member of the Intermarket
Surveillance Group (‘‘ISG’’) and the
Exchange therefore has access to all
relevant trading information with
respect to those contracts without any
further action being required on the part
of the Exchange. A list of ISG members
is available at https://
www.isgportal.org.16
In addition, to the extent that the
Partnership invests in Futures Contracts
traded on other exchanges, not more
than 10% of the weight of the
Partnership assets in the aggregate shall
consist of Crude Oil Interests whose
principal trading market is not a
member of ISG or is a market with
which the Exchange does not have a
comprehensive surveillance sharing
agreement.
The Exchange also has a general
policy prohibiting the distribution of
material, non-public information by its
employees.
srobinson on DSKHWCL6B1PROD with NOTICES
Information Bulletin
Prior to the commencement of
trading, the Exchange will inform its
ETP Holders in an Information Bulletin
(‘‘Bulletin’’) of the special characteristics
and risks associated with trading the
Units. Specifically, the Bulletin will
discuss the following: (1) The risks
involved in trading the Units during the
Opening and Late Trading Sessions (for
Futures Contracts traded on ICE
Futures), or, in addition, part of the Core
Trading Session (for Futures Contracts
traded on NYMEX) when an updated
IPV will not be calculated or publicly
disseminated; (2) the procedures for
purchases and redemptions of Units
(and that Units are not individually
redeemable); (3) NYSE Arca Equities
Rule 9.2(a), which imposes a duty of
due diligence on its ETP Holders to
learn the essential facts relating to every
customer prior to trading the Units; (4)
how information regarding the IPV is
disseminated; (5) the requirement that
ETP Holders deliver a prospectus to
investors purchasing newly issued Units
prior to or concurrently with the
confirmation of a transaction; and (6)
trading information.
In addition, the Bulletin will
reference that the Partnership is subject
to various fees and expenses described
in the Registration Statement.
16 The Exchange notes that not all of the Crude
Oil Interests held by the Fund may trade on
exchanges that are members of ISG or with which
the Exchange has in place a comprehensive
surveillance sharing agreement.
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16:24 Mar 23, 2010
Jkt 220001
The Bulletin will also reference the
fact that there is no regulated source of
last sale information regarding physical
commodities, that the Commission has
no jurisdiction over the trading of crude
oil, heating oil, gasoline, natural gas or
other petroleum-based fuels, and that
the CFTC has regulatory jurisdiction
over the trading of futures contracts
traded on U.S. exchanges and related
options.
The Bulletin will also discuss any
exemptive, no-action and interpretive
relief granted by the Commission from
any rules under the Act.
The Bulletin will also disclose that
the NAV for the Units will be calculated
after 4 p.m. E.T. each trading day.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the
Act,17 in general, and furthers the
objectives of Section 6(b)(5),18 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
mechanism of a free and open market
and a national market system. The
Exchange believes that the proposed
rule change will allow the listing of the
Units on the Exchange, which the
Exchange believes will benefit both
investors and the marketplace. In
addition, the listing and trading criteria
set forth in Rule 8.300 are intended to
protect investors and the public interest.
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
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
17 15
18 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00120
Fmt 4703
Sfmt 4703
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve the proposed
rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
The Exchange has requested accelerated
approval of this proposed rule change
prior to the 30th day after the date of
publication of notice in the Federal
Register. The Commission is
considering granting accelerated
approval of the proposed rule change at
the end of a 15-day comment period.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
No. SR–NYSEArca–2010–14 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File No.
SR–NYSEArca–2010–14. 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 Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
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Federal Register / Vol. 75, No. 56 / Wednesday, March 24, 2010 / Notices
business days 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 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 No.
SR–NYSEArca–2010–14 and should be
submitted on or before April 8, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–6507 Filed 3–23–10; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF TRANSPORTATION
Surface Transportation Board
[STB Finance Docket No. 35359]
Decided: March 18, 2010.
By the Board, Rachel D. Campbell,
Director, Office of Proceedings.
Pacific Rim Railway Company, Inc.—
Acquisition and Operation
Exemption—City of Keokuk, IA
Pacific Rim Railway Company, Inc.
(PRIM), a noncarrier, has filed a verified
notice of exemption under 49 CFR
1150.31 to acquire from the City of
Keokuk, IA and to operate
approximately 2,894 feet of railroad
trackage (.544-mile) consisting of a
2,194 foot-long railroad bridge over the
Mississippi River, commonly known as
the Keokuk Municipal Bridge,
approximately 600 feet of land and track
at the approach to the bridge at
Hamilton, IL and approximately 100 feet
of land and track at the approach to the
bridge at Keokuk (collectively, the
Bridge). The Bridge connects trackage at
Keokuk with trackage at Hamilton.1
The transaction is expected to be
consummated on or shortly after April
7, 2010 (the effective date of the
exemption).
PRIM certifies that its projected
annual revenues as a result of the
transaction do not exceed those that
would qualify it as a Class III rail carrier
and further certifies that its projected
19 17
CFR 200.30–3(a)(12).
states that, because the Bridge is part of
a through route for rail transportation, it is a
‘‘railroad line’’ under 49 U.S.C. 10901(a)(4). Rail
transportation over the Bridge is currently being
performed by Keokuk Junction Railway Company
(KJRY), a Class III rail carrier. PRIM does not
propose to operate over the Bridge, but
acknowledges that, as owner of the Bridge, it would
have a residual common carrier obligation to
provide rail transportation in the event KJRY ceases
to do so. PRIM seeks an exemption for operation on
that basis.
srobinson on DSKHWCL6B1PROD with NOTICES
1 PRIM
VerDate Nov<24>2008
16:24 Mar 23, 2010
Jkt 220001
annual revenue will not exceed $5
million.
If the verified notice contains false or
misleading information, the exemption
is void ab initio. Petitions to revoke the
exemption under 49 U.S.C. 10502(d)
may be filed at any time. The filing of
a petition to revoke will not
automatically stay the effectiveness of
the exemption. Petitions for stay must
be filed no later than March 31, 2010 (at
least 7 days before the exemption
becomes effective).
An original and 10 copies of all
pleadings, referring to STB Finance
Docket No. 35359, must be filed with
the Surface Transportation Board, 395 E
Street, SW., Washington, DC 20423–
0001. In addition, a copy of each
pleading must be served on Thomas F.
McFarland, 208 South LaSalle Street,
Suite 1890, Chicago, IL 60604.
Board decisions and notices are
available on our Web site at https://
www.stb.dot.gov.
Kulunie L. Cannon,
Clearance Clerk.
[FR Doc. 2010–6414 Filed 3–23–10; 8:45 am]
BILLING CODE 4915–01–P
DEPARTMENT OF TRANSPORTATION
Federal Aviation Administration
Research, Engineering And
Development Advisory Committee
Pursuant to section 10(A)(2) of the
Federal Advisory Committee Act (Pub.
L. 92–463; 5 U.S.C. App. 2), notice is
hereby given of a meeting of the FAA
Research, Engineering and Development
(R,E&D) Advisory Committee.
Agency: Federal Aviation Administration.
Action: Notice of Meeting.
Name: Research, Engineering &
Development Advisory Committee.
Time and Date: April 21, 2010—9 a.m. to
5 p.m.
Place: Federal Aviation Administration,
800 Independence Avenue, SW–Round Room
(10th Floor), Washington, DC 20591.
Purpose: The meeting agenda will include
receiving from the Committee guidance for
FAA’ s research and development
investments in the areas of air traffic services,
airports, aircraft safety, human factors and
environment and energy. Attendance is open
to the interested public but seating is limited.
Persons wishing to attend the meeting or
obtain information should contact Gloria
Dunderman at (202) 267–8937 or
gloria.dunderman@faa.gov. Attendees will
have to present picture ID at the security
desk and be escorted to the Round Room.
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14243
Members of the public may present a
written statement to the Committee at any
time.
Dated: Issued in Washington, DC on March
17, 2010.
Barry Scott,
Director, Research & Technology
Development.
[FR Doc. 2010–6254 Filed 3–23–10; 8:45 am]
BILLING CODE 4910–13–M
DEPARTMENT OF TRANSPORTATION
Pipeline and Hazardous Materials
Safety Administration
[Docket No. PHMSA–2010–0078]
Pipeline Safety: Girth Weld Quality
Issues Due to Improper Transitioning,
Misalignment, and Welding Practices
of Large Diameter Line Pipe
AGENCY: Pipeline and Hazardous
Materials Safety Administration
(PHMSA); DOT.
ACTION: Notice; issuance of advisory
bulletin.
SUMMARY: PHMSA is issuing an advisory
bulletin to notify owners and operators
of recently constructed large diameter
natural gas pipeline and hazardous
liquid pipeline systems of the potential
for girth weld failures due to welding
quality issues. Misalignment during
welding of large diameter line pipe may
cause in-service leaks and ruptures at
pressures well below 72 percent
specified minimum yield strength
(SMYS). PHMSA has reviewed several
recent projects constructed in 2008 and
2009 with 20-inch or greater diameter,
grade X70 and higher line pipe.
Metallurgical testing results of failed
girth welds in pipe wall thickness
transitions have found pipe segments
with line pipe weld misalignment,
improper bevel and wall thickness
transitions, and other improper welding
practices that occurred during
construction. A number of the failures
were located in pipeline segments with
concentrated external loading due to
support and backfill issues. Owners and
operators of recently constructed large
diameter pipelines should evaluate
these lines for potential girth weld
failures due to misalignment and other
issues by reviewing construction and
operating records and conducting
engineering reviews as necessary.
FOR FURTHER INFORMATION CONTACT:
Alan Mayberry by phone at 202–366–
5124 or by e-mail at
alan.mayberry@dot.gov.
SUPPLEMENTARY INFORMATION:
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Agencies
[Federal Register Volume 75, Number 56 (Wednesday, March 24, 2010)]
[Notices]
[Pages 14237-14243]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-6507]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61721; File No. SR-NYSEArca-2010-14]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
of Proposed Rule Change Relating to the Listing of the United States
Brent Oil Fund, LP
March 16, 2010.
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 March 3, 2010, NYSE Arca, Inc. (``Exchange'' or ``NYSE Arca'')
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 list and trade pursuant to NYSE Arca
Equities Rule 8.300 units (``Units'') of the United States Brent Oil
Fund, LP (``USBO'' or ``Partnership''). 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 self-regulatory organization
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 those 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 parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
Under NYSE Arca Equities Rule 8.300, the Exchange may propose to
list and/or trade pursuant to unlisted trading privileges (``UTP'')
Partnership Units.\3\ The Exchange proposes to list and trade the Units
of United States Brent Oil Fund, LP pursuant to NYSE Arca Equities Rule
8.300.\4\ The Commission has previously approved listing of similar
limited partnerships on the American Stock Exchange LLC (``Amex'') (now
known as NYSE Amex LLC),\5\ trading of such securities on the Exchange
pursuant to UTP,\6\ and, subsequently, their listing on the
Exchange.\7\ The Commission has also
[[Page 14238]]
approved listing on the Exchange of the United States Short Oil Fund,
LP.\8\
---------------------------------------------------------------------------
\3\ On May 25, 2006, the Commission approved NYSE Arca Equities
Rule 8.300, which sets forth the rules related to listing and
trading criteria for Partnership Units. See Securities Exchange Act
Release No. 53875 (May 25, 2006), 71 FR 32164 (June 2, 2006) (SR-
NYSEArca-2006-11) (approving trading pursuant to UTP of Partnership
Units of the United States Oil Fund, LP). On July 11, 2007, the
Commission approved the Exchange's proposal to trade pursuant to UTP
Partnership Units of the United States Natural Gas Fund, LP.
Securities Exchange Act Release No. 56042 (July 11, 2007), 72 FR
39118 (July 17, 2007) (SR-NYSEArca-2007-45).
\4\ USBO has filed with the Commission Amendment No. 2 to Form
S-1, dated January 22, 2010 (File No. 333-162015) (the
``Registration Statement''). Unless otherwise noted, descriptions
herein relating to USBO are based on the Registration Statement.
\5\ See Securities Exchange Act Release Nos. 53582 (March 31,
2006), 71 FR 17510 (April 6, 2006) (SR-Amex-2005-127) (order
approving Amex listing of United States Oil Fund, LP); 56831
(November 21, 2007), 72 FR 67612 (November 29, 2007) (SR-Amex-2007-
98) (order approving Amex listing of United States 12 Month Oil
Fund, LP and United States 12 Month Natural Gas Fund, LP); 55632
(April 13, 2007), 72 FR 19987 (April 20, 2007) (SR-Amex-2006-112)
(order approving Amex listing of United States Natural Gas Fund,
LP); 57188 (January 23, 2008), 73 FR 5607 (January 30, 2008) (SR-
Amex-2007-70) (order approving Amex listing of United States Heating
Oil Fund, LP and United States Gasoline Fund, LP).
\6\ See Securities Exchange Act Release No. 56832 (November 21,
2007), 72 FR 67328 (November 28, 2007) (SR-NYSEArca-2007-102) (order
approving UTP trading of United States 12 Month Oil Fund, LP and
United States 12 Month Natural Gas Fund, LP); Securities Exchange
Act Release No. 56042 (July 11, 2007), 72 FR 39118 (July 17, 2007)
(SR-NYSEArca-2007-45) (order approving UTP trading of United States
Natural Gas Fund, LP); Securities Exchange Act Release No. 57294
(February 8, 2008), 73 FR 8917 (February 15, 2008) (SR-NYSEArca-
2007-78) (order approving UTP trading of United States Heating Oil
Fund, LP and United States Gasoline Fund, LP).
\7\ See Securities Exchange Act Release No. 58965 (November 17,
2008), 73 FR 71078 (November 24, 2008) (order approving listing on
the Exchange of United States Oil Fund, LP, United States 12 Month
Oil Fund, LP, United States Heating Oil Fund, LP, United States
Gasoline Fund, LP, United States 12 Month Natural Gas Fund, LP and
United States Natural Gas Fund, LP).
\8\ See Securities Exchange Act Release No. 59173 (December 29,
2008), 74 FR 490 (January 6, 2009) (SR-NYSEArca-2008-125) (order
approving listing and trading of United States Short Oil Fund, LP).
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The Exchange proposes to list and trade pursuant to NYSE Arca
Equities Rule 8.300 Units of USBO. According to the Registration
Statement, the net assets of USBO will consist primarily of investments
in futures contracts for crude oil, heating oil, gasoline, natural gas
and other petroleum-based fuels that are traded on the ICE Futures
Exchange, New York Mercantile Exchange (the ``NYMEX''), or other U.S.
and foreign exchanges (collectively, ``Futures Contracts''). USBO may
also invest in other crude oil-related investments such as cash-settled
options on Futures Contracts, forward contracts for crude oil, cleared
swap contracts and over-the-counter transactions that are based on the
price of crude oil and other petroleum-based fuels, Futures Contracts
and indices based on the foregoing (``Other Crude Oil-Related
Investments'' and, together with Futures Contracts, ``Crude Oil
Interests'').
USBO will invest in Crude Oil Interests to the fullest extent
possible without being leveraged or unable to satisfy its current or
potential margin or collateral obligations with respect to its
investments in Futures Contracts and Other Crude Oil-Related
Investments. The primary focus of the General Partner will be investing
in Futures Contracts and the management of investments in short-term
obligations of the United States of two years or less (``Treasuries''),
cash and/or cash equivalents for margining purposes and as collateral.
USBO will comply with the requirements of Rule 10A-3 \9\ under the
Securities Exchange Act of 1934 (``Act'') \10\ as it applies to limited
partnerships. In addition, USBO will comply with the requirements of
NYSE Arca Equities Rule 8.300. A minimum of 100,000 Units will be
outstanding at the commencement of trading on the Exchange.
---------------------------------------------------------------------------
\9\ 17 CFR 240.10A-3.
\10\ 15 U.S.C. 78a.
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Overview of USBO \11\
United States Brent Oil Fund, LP, a Delaware limited partnership,
is a commodity pool that will issue Units. It is managed and controlled
by its general partner, United States Commodity Funds LLC (``General
Partner''). The General Partner is a single member limited liability
company formed in Delaware on May 10, 2005, that is registered as a
commodity pool operator (``CPO'') with the Commodity Futures Trading
Commission (``CFTC'') and is a member of the National Futures
Association (``NFA''). Prior to June 13, 2008, the General Partner's
name was Victoria Bay Asset Management, LLC. USBO will pay the General
Partner a management fee of 0.75% of NAV on its average net assets.
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\11\ Terms relating to USBO referred to, but not defined, herein
are defined in the Registration Statement.
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The General Partner is not affiliated with a broker-dealer.
USBO Investment Objective and Policies
According to the Registration Statement, the investment objective
of USBO is intended to have the daily changes in percentage terms of
its Units' net asset value (``NAV'') reflect the daily changes in
percentage terms of the spot price of Brent crude oil as measured by
the changes in the price of the futures contract on Brent crude oil as
traded on ICE Futures Exchange that is the near month contract to
expire, except when the near month contract is within two weeks of
expiration, in which case the futures contract will be the next month
contract to expire (the ``Benchmark Futures Contract''), less USBO's
expenses. It is not the intent of USBO to be operated in a fashion such
that its NAV will equal, in dollar terms, the spot price of crude oil
or any particular futures contract based on crude oil. USBO may invest
in Crude Oil Interests other than the Benchmark Futures Contract,
including to comply with accountability levels and position limits.
As a specific benchmark, the General Partner will endeavor to place
USBO's trades in Futures Contracts and Other Crude Oil-Related-
Investments and otherwise manage USBO's investments so that ``A'' will
be within plus/minus 10 percent of ``B'', where:
A is the average daily change in USBO's NAV for any period
of 30 successive valuation days, i.e., any NYSE Arca trading day as of
which USBO calculates its NAV, and
B is the average daily change in the price of the
Benchmark Futures Contract over the same period.
An investment in the Units is intended to allow both retail and
institutional investors to easily gain exposure to the crude oil market
in a cost-effective manner. The Units are also expected to provide
additional means for diversifying an investor's investments or hedging
exposure to changes in crude oil prices.
The Benchmark Futures Contract will be changed from the near month
contract to the next month contract over a four-day period. Each month,
the Benchmark Futures Contract will change starting at the end of the
day on the date two weeks prior to expiration of the near month
contract for that month. During the first three days of the period, the
applicable value of the Benchmark Futures Contract will be based on a
combination of the near month contract and the next month contract as
follows: (1) Day 1 will consist of 75% of the then near month
contract's total return for the day, plus 25% of the total return for
the day of the next month contract, (2) day 2 will consist of 50% of
the then near month contract's total return for the day, plus 50% of
the total return for the day of the next month contract, and (3) day 3
will consist of 25% of the then near month contract's total return for
the day, plus 75% of the total return for the day of the next month
contract. On day 4, the Benchmark Futures Contract will be the next
month contract to expire at that time and that contract will remain the
Benchmark Futures Contract until the beginning of the following month's
change in the Benchmark Futures Contract over a four-day period.
On each day during the four-day period, the General Partner
anticipates it will ``roll'' USBO's positions in oil investments by
closing, or selling, a percentage of USBO's positions in Crude Oil
Interests and reinvesting the proceeds from closing those positions in
new Crude Oil Interests that reflect the change in the Benchmark
Futures Contract. The anticipated monthly dates on which the Benchmark
Futures Contract will be changed and the Crude Oil Interests will be
``rolled'' in 2010 and subsequent years will be posted on USBO's Web
site at https://www.unitedstatesbrentoilfund.com, and are subject to
change without notice.
According to the Registration Statement, the General Partner will
employ a ``neutral'' investment strategy intended to track the changes
in the price of the Benchmark Futures Contract regardless of whether
the price goes up or goes down. USBO's ``neutral'' investment strategy
is designed to permit investors generally to purchase and sell USBO's
Units for the purpose of investing indirectly in crude oil in a cost-
effective manner, and/or to permit participants in the crude oil or
other industries to hedge the risk of losses in their crude oil-related
transactions. This and certain risk factors discussed in the
Registration Statement may cause a lack of correlation between the
changes in USBO's NAV and the changes in the price of Brent crude oil.
For example, USBO (i) may not be able to sell/buy the
[[Page 14239]]
exact amount of positions in Futures Contracts and Other Crude Oil-
Related Investments to have a perfect correlation with NAV; (ii) may
not always be able to buy and sell Futures Contracts or Other Crude
Oil-Related Investments at the market price; (iii) may not experience a
perfect correlation between the Benchmark Futures Contract and the
investments in Futures Contracts, Other Crude Oil-Related Investments
and U.S. Treasuries, cash and cash equivalents; and (iv) will be
required to pay brokerage fees and the management fee, which will have
an effect on the correlation with NAV. Additional factors that may
impact correlation with NAV are discussed in the Registration
Statement.
USBO will create and redeem Units only in blocks of 100,000 Units
called Creation Baskets and Redemption Baskets, respectively. Only
Authorized Purchasers may purchase or redeem Creation Baskets or
Redemption Baskets.
Clearing Broker. UBS Securities will act as a futures clearing
broker for USBO. UBS Securities is registered in the U.S. with FINRA as
a Broker-Dealer and with the CFTC as a Futures Commission Merchant. The
clearing arrangements between the clearing broker and USBO generally
are terminable by the clearing broker once the clearing broker has
given USBO notice. Upon termination, the General Partner may be
required to renegotiate or make other arrangements for obtaining
similar services if USBO intends to continue trading in Futures
Contracts or Other Crude Oil-Related Investments at its level of
capacity at such time.
Administrator and Custodian. Brown Brothers Harriman & Co. is
anticipated to be the registrar and transfer agent for the Units. Brown
Brothers Harriman & Co. is also anticipated to be the Custodian for
USBO. In this capacity, Brown Brothers Harriman & Co. will hold USBO's
Treasuries, cash and cash equivalents pursuant to a custodial
agreement. In addition, Brown Brothers Harriman & Co. will perform
certain administrative and accounting services for USBO and will
prepare certain SEC and CFTC reports on behalf of USBO.
Marketing Agent. USBO also plans to employ ALPS Distributors, Inc.
as the marketing agent. USBO, through its marketing agent, will
continuously offer Creation Baskets to and redeem Redemption Baskets
from Authorized Purchasers and will receive and process creation and
redemption orders from Authorized Purchasers.
Investment Strategy of USBO
According to the Registration Statement, USBO anticipates that the
use of Futures Contracts, together with Other Crude Oil-Related
Investments, as necessary, will produce price and total return results
that closely track the investment goals of USBO.
USBO may employ spreads or straddles in its trading to mitigate the
differences in its investment portfolio and its goal of tracking
changes in the price of the Benchmark Futures Contract. USBO would use
a spread when it chooses to take simultaneous long and short positions
in futures written on the same underlying asset, but with different
delivery months. The effect of holding such combined positions is to
adjust the sensitivity of USBO to changes in the price relationship
between futures contracts that will expire sooner and those that will
expire later. USBO would use such a spread if the General Partner felt
that taking such long and short positions, when combined with the rest
of its holdings, would more closely track the investment goals of USBO,
or if the General Partner felt it would lead to an overall lower cost
of trading to achieve a given level of economic exposure to movements
in Brent crude oil prices.
USBO will invest only in Futures Contracts and Other Crude Oil-
Related Investments that are traded in sufficient volume to permit, in
the opinion of the General Partner, ease of taking and liquidating
positions in these financial interests. While Brent crude oil Futures
Contracts traded on the ICE Futures Exchange can be physically settled,
USBO does not intend to take or make physical delivery. However, USBO
may from time to time trade in Other Crude Oil-Related Investments,
including contracts based on the spot price of crude oil.
While USBO expects its ratio of margin and collateral posted to
total assets to generally range from 10% to 20%, the General Partner
endeavors to have the value of USBO's Treasuries, cash and cash
equivalents, whether held by USBO or posted as margin or collateral, at
all times approximate the aggregate market value of USBO's obligations
under its Futures Contracts and Other Crude Oil-Related Investments.
Borrowings will not be used by USBO, unless USBO is required to borrow
money in the event of physical delivery, USBO trades in cash
commodities, or for short-term needs created by unexpected redemptions.
USBO does not plan to establish credit lines.
According to the Registration Statement, as part of its Other Crude
Oil-Related Investments, USBO may purchase options on crude oil Futures
Contracts on principal futures exchanges in pursuing its investment
objective. USBO may enter into cleared swaps and non-exchange-traded
derivatives transactions (also known as over-the-counter contracts),
which are usually entered into between two parties. Each party to such
contract bears the credit risk that the other party may not be able to
perform its obligations under its contract.
Some crude oil-based derivatives transactions contain fairly
generic terms and conditions and are available from a wide range of
participants. Other crude oil-based derivatives have highly customized
terms and conditions and are not as widely available. Many of these
over-the-counter contracts are cash-settled forwards for the future
delivery of crude oil- or petroleum-based fuels that have terms similar
to the Futures Contracts. Others take the form of ``swaps'' in which
the two parties exchange cash flows based on pre-determined formulas
tied to the crude oil spot price, forward crude oil price, the
Benchmark Futures Contract price, or other crude oil futures contract
price. Certain of these swaps may be cleared through clearinghouses and
have margin and other requirements akin to those found in futures
contracts. USBO may also enter into over-the-counter derivative
contracts such as swaps or cash-settled forwards for the future
delivery of crude oil- or petroleum-based fuels that are not cleared.
For example, USBO may enter into over-the-counter derivative contracts
whose value will be tied to changes in the difference between the crude
oil spot price, the Benchmark Futures Contract price, or some other
futures contract price traded on New York Mercantile Exchange or ICE
Futures Exchange and the price of other Futures Contracts that may be
invested in by USBO.
According to the Registration Statement, to protect itself from the
credit risk that arises in connection with such over-the-counter Other
Crude Oil-Related Investments, USBO will enter into agreements with
each counterparty that provide for the netting of its overall exposure
to its counterparty, such as the agreements published by the
International Swaps and Derivatives Association, Inc. USBO will also
require that the counterparty be highly rated and/or provide collateral
or other credit support to address USBO's exposure to the counterparty.
The creditworthiness of each potential counterparty will be
[[Page 14240]]
assessed by the General Partner, as described in the Registration
Statement.
USBO's Units
According to the Registration Statement, the offering of USBO's
Units is a best efforts offering. USBO will continuously offer Creation
Baskets consisting of 100,000 Units through the Marketing Agent, to
Authorized Purchasers. It is expected that on the effective date, the
initial Authorized Purchaser will, subject to conditions, purchase one
or more initial Creation Baskets of 100,000 Units at a price per unit
equal to $50. It is expected that the proceeds from that purchase will
be invested on that day and that USBO's initial per Unit net asset
value will be established as of 4 p.m. Eastern time (``E.T.'') that
day. Authorized Purchasers will pay a $1,000 fee for each order to
create one or more Creation Baskets or redeem one or more Redemption
Baskets. The Marketing Agent will receive, for its services as
marketing agent to USBO, a marketing fee of 0.06% on assets up to the
first $3 billion and 0.04% on assets in excess of $3 billion, provided,
however, that in no event may the aggregate compensation paid to the
Marketing Agent and any affiliate of the General Partner for
distribution-related services in connection with the offering of Units
exceed ten percent (10%) of the gross proceeds of the offering.
The total deposit required to create each basket (``Creation Basket
Deposit'') will be an amount of Treasuries and/or cash that is in the
same proportion to the total assets of USBO (net of estimated accrued
but unpaid fees, expenses and other liabilities) on the date the order
to purchase is accepted as the number of Units to be created under the
purchase order is in proportion to the total number of Units
outstanding on the date the order is received. The General Partner
determines, directly in its sole discretion or in consultation with the
Administrator, the requirements for Treasuries and the amount of cash,
including the maximum permitted remaining maturity of a Treasury and
proportions of Treasuries and cash that may be included in deposits to
create baskets. The Marketing Agent will publish such requirements at
the beginning of each business day. The amount of cash deposit required
will be the difference between the aggregate market value of the
Treasuries required to be included in a Creation Basket Deposit as of 4
p.m. E.T. on the date the order to purchase is properly received and
the total required deposit.
Impact of Accountability Levels and Position Limits
According to the Registration Statement, the Benchmark Futures
Contract is currently traded on the ICE Futures Exchange without
specific accountability levels or position limits. However, the ICE
Futures Exchange's daily position management regime requires that any
position greater than 500 contracts in the nearest two months to expire
must be reported to the ICE Futures Exchange on a daily basis.
According to the Registration Statement, the ICE Futures Exchange has
powers to prevent the development of excessive positions or unwarranted
speculation or any other undesirable situation and may take any steps
necessary to resolve such situations including the ability to mandate
limitations on the size of such positions or to reduce positions where
appropriate.
If USBO is required to limit or reduce the size of its positions in
Brent crude oil contracts on the ICE Futures Exchange, it may then, if
permitted under applicable regulatory requirements, purchase Futures
Contracts on the NYMEX or other exchanges that trade listed crude oil
futures. According to the Registration Statement, the Futures Contracts
available on the NYMEX are comparable to the contracts on the ICE
Futures Exchange, but they may have different underlying commodities,
sizes, deliveries, and prices. The Futures Contracts available on the
NYMEX are subject to accountability levels and position limits. In
addition, USBO may invest in Other Crude Oil-Related Investments, as
described above.
Calculation of NAV
USBO's NAV is calculated by (1) taking the current market value of
its total assets, and (2) subtracting any liabilities. Brown Brothers
Harriman & Co., the Administrator, will calculate the NAV of USBO once
each New York Stock Exchange (``NYSE'') trading day. The NAV for a
particular trading day will be released after 4 p.m. E.T. Trading
during the Core Trading Session on the NYSE Arca typically closes at 4
p.m. E.T. The Administrator will use the ICE Futures Exchange
settlement price (a weighted average price of trades during a three
minute settlement period from 2:27 p.m., E.T.) for the contracts traded
on the ICE Futures Exchange, but will calculate or determine the value
of all other USBO investments, as of the earlier of the close of the
NYSE Arca or 4 p.m. E.T. in accordance with the Administrative Agency
Agreement among Brown Brothers Harriman & Co., USBO and the General
Partner.
In addition, Futures Contracts, Other Crude Oil-Related Investments
and Treasuries held by USBO will be valued by the Administrator, using
rates and points received from client-approved third party vendors
(such as Reuters and WM Company) and advisor quotes. These investments
will not be included in the Indicative Partnership Value (``IPV'', as
discussed below). The IPV is based on the prior day's NAV and moves up
and down solely according to changes in the Benchmark Futures Contracts
for Brent crude oil traded on the ICE Futures Exchange.
As discussed above, USBO will create and redeem Units only in
blocks of 100,000 Units called Creation Baskets and Redemption Baskets,
respectively. The price of each Unit offered in Creation Baskets on any
day will be the total NAV of USBO calculated as of the close of the
NYSE on that day divided by the number of issued and outstanding Units.
The creation and redemption of baskets will only be made in
exchange for delivery to USBO or the distribution by USBO of the amount
of Treasuries and any cash represented by the baskets being created or
redeemed, the amount of which will be based on the combined NAV of the
number of Units included in the baskets being created or redeemed as of
4 p.m. E.T. on the day the order to create or redeem baskets is
properly accepted. Additional procedures relating to the creation and
redemption of Units are described in the Registration Statement.
Dissemination and Availability of Information
Price of Futures Contracts. The applicable Futures Contracts are
the underlying benchmark investment, commodity or asset, as applicable,
for purposes of NYSE Arca Equities Rule 8.300(d)(2)(ii).\12\
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\12\ NYSE Arca Equities Rule 8.300(d)(2)(ii) provides that NYSE
Arca Equities will consider removing from listing Partnership Units
if the value of the underlying benchmark investment, commodity or
asset is no longer calculated or available on at a least a 15-second
delayed basis or NYSE Arca Equities stops providing a hyperlink on
its Web site to any such investment, commodity or asset value.
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The ICE Futures Exchange disseminates price information on the
Futures Contracts traded on the ICE Futures Exchange on a real-time
basis during normal trading hours on the ICE Futures Exchange from 8
p.m. E.T. to 6 p.m. E.T. With respect to any Futures Contracts that are
traded on NYMEX, NYMEX disseminates price information
[[Page 14241]]
on a real-time basis during normal trading hours on NYMEX from 10 a.m.
to 2:30 p.m., E.T.
Portfolio Disclosure. USBO's total portfolio composition will be
disclosed each business day that the NYSE Arca is open for trading on
USBO's Web site. The Web site disclosure of portfolio holdings will be
made daily and will include, as applicable, the name and value of each
Crude Oil Interest, the specific types of Other Crude Oil-Related
Investments, Treasuries, and the amount of cash and cash equivalents
held in USBO's portfolio. USBO's Web site is publicly accessible at no
charge.
Indicative Partnership Value. In order to provide updated
information relating to USBO for use by investors and market
professionals, an updated IPV, as described below, will be calculated
and disseminated by one or more major market data vendors during the
NYSE Arca Core Trading Session. The IPV is based on the prior day's NAV
and moves up and down solely according to changes in the Benchmark
Futures Contracts for Brent crude oil traded on the ICE Futures
Exchange.\13\ The prices reported for the active Futures Contract month
will be adjusted based on the prior day's spread differential between
settlement values for that contract and the spot month contract. In the
event that the spot month contract is also the active contract, the
last sale price for the active contract will not be adjusted. The IPV
disseminated during the Core Trading Session should not be viewed as an
actual real time update of the NAV, because NAV is calculated only once
at the end of each trading day.
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\13\ See e-mail from Tim Malinowski, Senior Director, NYSE
Euronext LLC, to Edward
Cho, Special Counsel, Commission, dated March 15, 2010.
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The IPV will be disseminated on a per Unit basis every 15 seconds
during the NYSE Arca Core Trading Session from 9:30 a.m. E.T. to 4 p.m.
E.T. The normal trading hours of ICE Futures Exchange are 8 p.m. E.T.
to 6 p.m. E.T.\14\
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\14\ Id.
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Dissemination of the IPV provides additional information that is
not otherwise available to the public and is useful to investors and
market professionals in connection with the trading of USBO Units on
the NYSE Arca. Investors and market professionals will be able
throughout the trading day to compare the market price of USBO and the
IPV. If the market price of USBO Units diverges significantly from the
IPV, market professionals will have an incentive to execute arbitrage
trades. For example, if USBO appears to be trading at a discount
compared to the IPV, a market professional could buy USBO Units on the
NYSE Arca and sell short futures contracts. Such arbitrage trades can
tighten the tracking between the market price of USBO and the IPV and
thus can be beneficial to all market participants.
In addition, quotation and last-sale information regarding the
Units will be disseminated through the facilities of the Consolidated
Tape Association.
Trading Rules
The Exchange deems the Units to be equity securities, thus
rendering trading in the Units subject to the Exchange's existing rules
governing the trading of equity securities. The Units will trade on the
NYSE Arca Marketplace from 4 a.m. to 8 p.m. E.T. The Exchange has
appropriate rules to facilitate transactions in the Units during all
trading sessions. The minimum trading increment for the Units on the
Exchange will be $0.01.
NYSE Arca Equities Rule 8.300(e) sets forth certain restrictions on
ETP Holders acting as registered Market Makers in Partnership Units to
facilitate surveillance. NYSE Arca Equities Rule 8.300(e)(2)-(3)
requires that the ETP Holder acting as a registered Market Maker in
Partnership Units provide the Exchange with necessary information
relating to its trading in the underlying asset or commodity, related
futures or options on futures, or any other related derivatives. NYSE
Arca Equities Rule 8.300(e)(4) prohibits the ETP Holder acting as a
registered Market Maker in Partnership Units from using any material
nonpublic information received from any person associated with an ETP
Holder or employee of such person regarding trading by such person or
employee in the underlying asset or commodity, related futures or
options on futures or any other related derivative (including the
Partnership Units). In addition, NYSE Arca Equities Rule 8.300(e)(1)
provides that an ETP Holder acting as a registered Market Maker in the
Units is obligated to comply with NYSE Arca Equities Rule 7.26
pertaining to limitations on dealings when such Market Maker, or
affiliate of such Market Maker, engages in certain business activities,
as described in such rules.
With respect to trading halts, the Exchange may consider all
relevant factors in exercising its discretion to halt or suspend
trading in the Units. Trading may be halted because of market
conditions or for reasons that, in the view of the Exchange, make
trading in the Units inadvisable. These may include: (1) The extent to
which trading is not occurring in the underlying Futures Contracts, or
(2) whether other unusual conditions or circumstances detrimental to
the maintenance of a fair and orderly market are present. In addition,
trading in the Units could be halted pursuant to the Exchange's
``circuit breaker'' rule.\15\ Under Rule 7.34(a)(5), if the Exchange
becomes aware that the NAV for the Units is not being disseminated to
all market participants at the same time, it will halt trading in the
Units on the Exchange until such time as the NAV is available to all
market participants. In addition, if the portfolio composition
applicable to the Units, as disseminated on the Web site for the Units,
is not disseminated to all market participants at the same time, the
Exchange will halt trading in the affected Units.
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\15\ See NYSE Arca Equities Rule 7.12.
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If the value of the IPV or the underlying benchmark investment,
commodity or asset applicable to the Units is not being disseminated as
required, the Exchange may halt trading in the Units during the day on
which the interruption first occurs. If such interruption persists past
the trading day in which it occurred, the Exchange will halt trading no
later than the beginning of the trading day following the interruption.
Surveillance
The Exchange intends to utilize its existing surveillance
procedures applicable to derivative products, including Partnership
Units, to monitor trading in the Units. The Exchange represents that
these procedures are adequate to properly monitor Exchange trading of
the Units in all trading sessions and to deter and detect violations of
Exchange rules and applicable federal securities laws.
The Exchange's current trading surveillances focus on detecting
securities trading outside their normal patterns. When such situations
are detected, surveillance analysis follows and investigations are
opened, where appropriate, to review the behavior of all relevant
parties for all relevant trading violations. The Exchange is able to
obtain information regarding trading in the Units, the applicable
physical commodities included in, or options, futures or options on
futures on, or any other derivatives based on such commodities, through
ETP Holders, in connection with such ETP Holders' proprietary or
customer trades which they effect on any relevant market. With regard
to the Futures Contracts, the Exchange can obtain market surveillance
information, including customer identity information, with
[[Page 14242]]
respect to transactions occurring on ICE Futures Exchange pursuant to
its comprehensive information sharing agreements with that exchange.
NYMEX is a member of the Intermarket Surveillance Group (``ISG'') and
the Exchange therefore has access to all relevant trading information
with respect to those contracts without any further action being
required on the part of the Exchange. A list of ISG members is
available at https://www.isgportal.org.\16\
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\16\ The Exchange notes that not all of the Crude Oil Interests
held by the Fund may trade on exchanges that are members of ISG or
with which the Exchange has in place a comprehensive surveillance
sharing agreement.
---------------------------------------------------------------------------
In addition, to the extent that the Partnership invests in Futures
Contracts traded on other exchanges, not more than 10% of the weight of
the Partnership assets in the aggregate shall consist of Crude Oil
Interests whose principal trading market is not a member of ISG or is a
market with which the Exchange does not have a comprehensive
surveillance sharing agreement.
The Exchange also has a general policy prohibiting the distribution
of material, non-public information by its employees.
Information Bulletin
Prior to the commencement of trading, the Exchange will inform its
ETP Holders in an Information Bulletin (``Bulletin'') of the special
characteristics and risks associated with trading the Units.
Specifically, the Bulletin will discuss the following: (1) The risks
involved in trading the Units during the Opening and Late Trading
Sessions (for Futures Contracts traded on ICE Futures), or, in
addition, part of the Core Trading Session (for Futures Contracts
traded on NYMEX) when an updated IPV will not be calculated or publicly
disseminated; (2) the procedures for purchases and redemptions of Units
(and that Units are not individually redeemable); (3) NYSE Arca
Equities Rule 9.2(a), which imposes a duty of due diligence on its ETP
Holders to learn the essential facts relating to every customer prior
to trading the Units; (4) how information regarding the IPV is
disseminated; (5) the requirement that ETP Holders deliver a prospectus
to investors purchasing newly issued Units prior to or concurrently
with the confirmation of a transaction; and (6) trading information.
In addition, the Bulletin will reference that the Partnership is
subject to various fees and expenses described in the Registration
Statement.
The Bulletin will also reference the fact that there is no
regulated source of last sale information regarding physical
commodities, that the Commission has no jurisdiction over the trading
of crude oil, heating oil, gasoline, natural gas or other petroleum-
based fuels, and that the CFTC has regulatory jurisdiction over the
trading of futures contracts traded on U.S. exchanges and related
options.
The Bulletin will also discuss any exemptive, no-action and
interpretive relief granted by the Commission from any rules under the
Act.
The Bulletin will also disclose that the NAV for the Units will be
calculated after 4 p.m. E.T. each trading day.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\17\ in general, and furthers the objectives of Section
6(b)(5),\18\ 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 mechanism of a free and open
market and a national market system. The Exchange believes that the
proposed rule change will allow the listing of the Units on the
Exchange, which the Exchange believes will benefit both investors and
the marketplace. In addition, the listing and trading criteria set
forth in Rule 8.300 are intended to protect investors and the public
interest.
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\17\ 15 U.S.C. 78f(b).
\18\ 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.
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 reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve the proposed rule change, or
(B) Institute proceedings to determine whether the proposed rule
change should be disapproved.
The Exchange has requested accelerated approval of this proposed rule
change prior to the 30th day after the date of publication of notice in
the Federal Register. The Commission is considering granting
accelerated approval of the proposed rule change at the end of a 15-day
comment period.
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 No. SR-NYSEArca-2010-14 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File No. SR-NYSEArca-2010-14. 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 Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
[[Page 14243]]
business days 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 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 No. SR-NYSEArca-2010-14 and should be submitted on or before April
8, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
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\19\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-6507 Filed 3-23-10; 8:45 am]
BILLING CODE 8011-01-P