Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing of Amendment No. 1 and Order Granting Accelerated Approval of a Proposed Rule Change, as Modified by Amendment No. 1 Thereto, Relating to the Listing of Mars Hill Global Relative Value ETF (f/k/a HTE Global Relative Value ETF), 18554-18556 [2010-8221]
Download as PDF
18554
Federal Register / Vol. 75, No. 69 / Monday, April 12, 2010 / Notices
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
SECURITIES AND EXCHANGE
COMMISSION
James E. Rivera,
Associate Administrator for Disaster
Assistance.
[Release No. 34–61842; File No. SR–
NYSEArca–2010–10]
[FR Doc. 2010–8190 Filed 4–9–10; 8:45 am]
BILLING CODE 8025–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration # 12098 and # 12099]
Rhode Island Disaster Number RI–
00006
April 5, 2010.
U.S. Small Business
Administration.
AGENCY:
ACTION:
I. Introduction
Amendment 1.
SUMMARY: This is an amendment of the
Presidential declaration of a major
disaster for the State of Rhode Island
(FEMA–1894–DR), dated 03/29/2010.
Incident: Severe storms and flooding.
Incident Period: 03/12/2010 and
continuing.
Effective Date: 04/02/2010.
Physical Loan Application Deadline
Date: 05/28/2010.
EIDL Loan Application Deadline Date:
12/29/2010.
Submit completed loan
applications to:
U.S. Small Business Administration,
Processing and Disbursement Center,
14925 Kingsport Road, Fort Worth, TX
76155.
ADDRESSES:
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
The notice
of the Presidential disaster declaration
for the State of Rhode Island, dated 03/
29/2010 is hereby amended to include
the following areas as adversely affected
by the disaster:
Primary Counties: (Physical Damage and
Economic Injury Loans): Bristol.
SUPPLEMENTARY INFORMATION:
sroberts on DSKD5P82C1PROD with NOTICES
All other counties contiguous to the
above named primary county have
previously been declared.
All other information in the original
declaration remains unchanged.
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
James E. Rivera,
Associate Administrator for Disaster
Assistance.
[FR Doc. 2010–8191 Filed 4–9–10; 8:45 am]
BILLING CODE 8025–01–P
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17:58 Apr 09, 2010
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Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of
Amendment No. 1 and Order Granting
Accelerated Approval of a Proposed
Rule Change, as Modified by
Amendment No. 1 Thereto, Relating to
the Listing of Mars Hill Global Relative
Value ETF (f/k/a HTE Global Relative
Value ETF)
On Februrary 25, 2010, NYSE Arca,
Inc. (‘‘NYSE Arca’’ or ‘‘Exchange’’),
through its wholly owned subsidiary,
NYSE Arca Equities, Inc. (‘‘NYSE Arca
Equities’’), filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposed rule change to list and trade
shares (‘‘Shares’’) of the Mars Hill Global
Relative Value ETF (f/k/a HTE Global
Relative Value ETF) (the ‘‘Fund’’) under
NYSE Arca Equities Rule 8.600
(Managed Fund Shares). The proposed
rule change was published in the
Federal Register on March 18, 2010.3
The Commission received no comments
on the proposal. On March 29, 2010, the
Exchange filed Amendment No. 1 to the
proposed rule change.4 This order
approves the proposed rule change, as
modified by Amendment No. 1, on an
accelerated basis.
II. Description of the Proposal
The Exchange proposes to list and
trade the Shares pursuant to NYSE Arca
Equities Rule 8.600, which governs the
listing of Managed Fund Shares. The
Shares will be offered by AdvisorShares
Trust (the ‘‘Trust’’), a statutory trust
organized under the laws of the State of
Delaware and registered with the
Commission as an open-end
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 61683
(March 10, 2010), 75 FR 13194 (‘‘Notice’’).
4 Amendment No. 1 reflects that all references in
the filing to ‘‘HTE Global Relative Value ETF’’ are
replaced with ‘‘Mars Hill Global Relative Value
ETF’’ and that all references in the filing to ‘‘HTE
Asset Management LLC’’ are replaced with ‘‘Mars
Hill Partners, LLC.’’ In addition, Amendment No. 1
reflects that all other representations in the filing
remain as stated therein, except that representations
referring to ‘‘HTE Global Relative Value ETF’’ and
‘‘HTE Asset Management LLC’’ are understood to
mean and apply to ‘‘Mars Hill Global Relative Value
ETF’’ and ‘‘Mars Hill Partners, LLC,’’ respectively.
2 17
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management investment company.5
AdvisorShares Investments, LLC is the
Fund’s investment advisor (the
‘‘Advisor’’) and Mars Hill Partners, LLC
(‘‘Mars Hill’’) is the Fund’s sub-advisor.
Foreside Fund Services, LLC is the
principal underwriter and distributor of
the Fund’s shares, and the Bank of New
York Mellon is the administrator,
transfer agent, and custodian for the
Fund.
The investment goal of the Fund is
average annual returns in excess of the
total return of the MSCI World Index
(the ‘‘Index’’), with comparable volatility
and little to no correlation with the
Index. The Fund is considered a ‘‘fundof-funds’’ that seeks to achieve its
investment objective by primarily
investing in both long and short
positions in other exchange-traded
funds (the ‘‘Underlying ETFs’’) that offer
diversified exposure to global regions,
countries, styles (market capitalization,
value, growth, etc.) or sectors, and other
exchange-traded products, including but
not limited to exchange-traded notes
(‘‘ETNs’’), exchange-traded currency
trusts and closed-end funds. In addition,
the Fund may use liquid futures
contracts tied to broad market indices
(e.g., futures contracts based on the S&P
500 Index, the MSCI EAFE Index and/
or the MSCI Emerging Markets Index)
when establishing net long or net short
exposure on top of the core long/short
portfolio.6 The Underlying ETFs in
which the Fund will invest will
primarily be index-based ETFs that hold
substantially all of their assets in
securities representing a specific index
and will be traded on a U.S. national
securities exchange. Except for
Underlying ETFs that may hold non-US
issues, the Fund will not otherwise
invest in non-US issues.
The Exchange states that the Shares
will be subject to the initial and
continued listing criteria under NYSE
Arca Equities Rule 8.600(d) applicable
to Managed Fund Shares 7 and that the
5 The Exchange states that the Trust is registered
under the Investment Company Act of 1940 (‘‘1940
Act’’) and that on December 29, 2009, the Trust filed
with the Commission Post-Effective Amendment
No. 2 to Form N–1A under the Securities Act of
1933 (15 U.S.C. 77a) and under the 1940 Act
relating to the Fund. (File Nos. 333–157876 and
811–22110) (‘‘Registration Statement’’).
6 The Fund may use futures contracts and related
options for bona fide hedging; attempting to offset
changes in the value of securities held or expected
to be acquired or be disposed of; attempting to gain
exposure to a particular market, index or
instrument; or other risk management purposes.
7 The Exchange states that a minimum of 100,000
Shares will be outstanding at the commencement of
trading on the Exchange, and the Exchange will
obtain a representation from the issuer of the Shares
that the net asset value (‘‘NAV’’) per Share will be
calculated daily and that the NAV and the
E:\FR\FM\12APN1.SGM
12APN1
Federal Register / Vol. 75, No. 69 / Monday, April 12, 2010 / Notices
Shares will comply with Rule 10A–3
under the Act,8 as provided by NYSE
Arca Equities Rule 5.3. Additional
information regarding the Fund, the
Shares, the Fund’s investment
objectives, strategies, policies, and
restrictions, risks, fees and expenses,
creation and redemption procedures,
portfolio holdings and policies,
distributions and taxes, availability of
information, trading rules and halts, and
surveillance procedures, among other
things, can be found in the Registration
Statement and in the Notice, as
applicable.9
Reference Room on official 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 the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2010–10 and
should be submitted on or before May
3, 2010.
IV. Discussion and Commission’s
Findings
Interested persons are invited to
The Commission has carefully
submit written data, views, and
reviewed the proposed rule change and
arguments concerning whether
finds that it is consistent with the
Amendment No. 1 to the proposed rule
requirements of Section 6 of the Act 10
change is consistent with the Act.
and the rules and regulations
Comments may be submitted by any of
thereunder applicable to a national
the following methods:
securities exchange.11 In particular, the
Electronic Comments
Commission finds that the proposal is
consistent with Section 6(b)(5) of the
• Use the Commission’s Internet
Act,12 which requires, among other
comment form (https://www.sec.gov/
things, that the Exchange’s rules be
rules/sro.shtml); or
designed to promote just and equitable
• Send an e-mail to ruleprinciples of trade, to remove
comments@sec.gov. Please include File
Number SR–NYSEArca–2010–10 on the impediments to and perfect the
mechanism of a free and open market
subject line.
and a national market system, and, in
Paper Comments
general, to protect investors and the
public interest. The Commission notes
• Send paper comments in triplicate
that the Shares must comply with the
to Elizabeth M. Murphy, Secretary,
requirements of NYSE Arca Equities
Securities and Exchange Commission,
Rule 8.600 to be listed and traded on the
100 F Street, NE., Washington, DC
Exchange.
20549–1090.
The Commission finds that the
All submissions should refer to File
proposal to list and trade the Shares on
Number SR–NYSEArca–2010–10. This
the Exchange is consistent with Section
file number should be included on the
11A(a)(1)(C)(iii) of the Act,13 which sets
subject line if e-mail is used. To help the forth Congress’ finding that it is in the
Commission process and review your
public interest and appropriate for the
comments more efficiently, please use
protection of investors and the
only one method. The Commission will maintenance of fair and orderly markets
post all comments on the Commission’s to assure the availability to brokers,
Internet Web site (https://www.sec.gov/
dealers, and investors of information
rules/sro.shtml). Copies of the
with respect to quotations for and
submission, all subsequent
transactions in securities. Quotation and
amendments, all written statements
last-sale information for the Shares will
with respect to the proposed rule
be available via the Consolidated Tape
change that are filed with the
Association high-speed line, and the
Commission, and all written
Portfolio Indicative Value (‘‘PIV’’) will
communications relating to the
be updated and disseminated by one or
proposed rule change between the
more major market data vendors at least
Commission and any person, other than every 15 seconds during the Core
those that may be withheld from the
Trading Session. In addition, the Fund
public in accordance with the
will make available on its Web site on
provisions of 5 U.S.C. 552, will be
each business day, before the
available for Web site viewing and
printing in the Commission’s Public
10 15 U.S.C. 78f.
sroberts on DSKD5P82C1PROD with NOTICES
III. Solicitation of Comments
Disclosed Portfolio will be made available to all
market participants at the same time. See Notice,
supra note 3.
8 17 CFR 240.10A–3.
9 See supra notes 3 and 5.
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17:58 Apr 09, 2010
Jkt 220001
11 In approving this proposed rule change the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
12 17 U.S.C. 78f(b)(5).
13 15 U.S.C. 78k–1(a)(1)(C)(iii).
PO 00000
Frm 00087
Fmt 4703
Sfmt 4703
18555
commencement of trading in Shares in
the Core Trading Session, the Disclosed
Portfolio that will form the basis for the
calculation of the NAV, which will be
determined at the end of the business
day. The Fund’s Web site will also
include additional quantitative
information updated on a daily basis
relating to the prior business day’s
reported NAV, mid-point of the bid/ask
spread at the time of calculation of such
NAV (the ‘‘Bid/Ask Price’’),14 and a
calculation of the premium and
discount of the Bid/Ask Price against
the NAV and data in chart format
displaying the frequency distribution of
discounts and premiums of the daily
Bid/Ask Price against the NAV, within
appropriate ranges, for each of the four
previous calendar quarters. Information
regarding the market price and volume
of the Shares will be continually
available on a real-time basis throughout
the day on brokers’ computer screens
and other electronic services, and the
previous day’s closing price and trading
volume information for the Shares will
be published daily in the financial
sections of newspapers.
The Commission further believes that
the proposal is reasonably designed to
promote fair disclosure of information
that may be necessary to price the
Shares appropriately and to prevent
trading when a reasonable degree of
transparency cannot be assured. The
Commission notes that the Exchange
will obtain a representation from the
issuer that the NAV per Share will be
calculated daily and that the NAV and
the Disclosed Portfolio will be made
available to all market participants at
the same time.15 Additionally, if it
becomes aware that the NAV or the
Disclosed Portfolio is not disseminated
daily to all market participants at the
same time, the Exchange will halt
trading in the Shares until such
information is available to all market
participants.16 Further, if the PIV is not
being disseminated as required, the
Exchange may halt trading during the
day in which the disruption occurs; if
the interruption persists past the day in
which it occurred, the Exchange will
halt trading no later than the beginning
of the trading day following the
interruption.17 The Exchange represents
14 The Bid/Ask Price of the Fund is determined
using the midpoint of the highest bid and the
lowest offer on the Exchange as of the time of
calculation of the NAV. The records relating to Bid/
Ask Prices will be retained by each ETF and its
service providers.
15 See NYSE Arca Equities Rule 8.600(d)(1)(B).
16 See NYSE Arca Equities Rule 8.600(d)(2)(D).
17 Id. Trading in the Shares may also be halted
because of market conditions or for reasons that, in
E:\FR\FM\12APN1.SGM
Continued
12APN1
18556
Federal Register / Vol. 75, No. 69 / Monday, April 12, 2010 / Notices
sroberts on DSKD5P82C1PROD with NOTICES
that the Advisor is not affiliated with a
broker-dealer and that any additional
Fund sub-advisors that are affiliated
with a broker-dealer will be required to
implement a fire wall with respect to
such broker-dealer regarding access to
information concerning the composition
and/or changes to a portfolio. Further,
the Commission notes that the
Reporting Authority that provides the
Disclosed Portfolio must implement and
maintain, or be subject to, procedures
designed to prevent the use and
dissemination of material non-public
information regarding the actual
components of the portfolio.18
The Exchange has represented that
the Shares are equity securities subject
to the Exchange’s rules governing the
trading of equity securities. In support
of this proposal, the Exchange has made
representations, including:
(1) The Shares will conform to the
initial and continued listing criteria
under NYSE Arca Equities Rule 8.600.
(2) The Exchange’s surveillance
procedures are adequate to properly
monitor Exchange trading of the Shares
in all trading sessions and to deter and
detect violations of Exchange rules and
applicable Federal securities laws.
(3) Prior to the commencement of
trading, the Exchange will inform its
ETP Holders in an Information Bulletin
of the special characteristics and risks
associated with trading the Shares.
Specifically, the Information Bulletin
will discuss the following: (a) The
procedures for purchases and
redemptions of Shares in Creation Unit
aggregations and that Shares are not
individually redeemable; (b) 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
Shares; (c) the risks involved in trading
the Shares during the Opening and Late
Trading Sessions when an updated PIV
will not be calculated or publicly
disseminated; (d) how information
regarding the PIV is disseminated; (e)
the requirement that ETP Holders
deliver a prospectus to investors
purchasing newly issued Shares prior to
or concurrently with the confirmation of
a transaction; and (f) trading
information.
(4) The Fund will be in compliance
with Rule 10A–3 under the Act.
the view of the Exchange, make trading in the
Shares inadvisable. These may include: (1) The
extent to which trading is not occurring in the
securities comprising the Disclosed Portfolio and/
or the financial instruments of the Fund; or (2)
whether other unusual conditions or circumstances
detrimental to the maintenance of a fair and orderly
market are present.
18 See NYSE Arca Equities Rule 8.600(d)(2)(B)(ii).
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17:58 Apr 09, 2010
Jkt 220001
(5) The Underlying ETFs will be
traded on a U.S. national securities
exchange and, except for Underlying
ETFs that may hold non-U.S. issues, the
Fund will not otherwise invest in nonU.S. issues.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Florence E. Harmon,
Deputy Secretary.
This approval order is based on the
Exchange’s representations.
For the foregoing reasons, the
Commission finds that the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder applicable to a national
securities exchange.
BILLING CODE 8011–01–P
V. Accelerated Approval
The Commission finds good cause,
pursuant to Section 19(b)(2) of the
Act,19 for approving the proposal prior
to the thirtieth day after the date of
publication of the Notice in the Federal
Register. The Commission notes that it
has approved the listing and trading on
the Exchange of shares of other actively
managed exchange-traded funds based
on a portfolio of securities, the
characteristics of which are similar to
those to be invested by the Funds.20 The
Commission also notes that it has
received no comments regarding the
proposed rule change. Further, the
Commission believes that the changes in
Amendment No. 1 to the name of the
Fund and the Sub-Adviser do not raise
any novel regulatory concerns,
particularly because Amendment No. 1
makes clear that all other
representations in the Notice remain as
stated therein, except that
representations in the Notice to HTE
Global Relative Value ETF and HTE
Asset Management LLC are understood
to mean and to apply to Mars Hill
Global Relative Value ETF and Mars
Hill Partners, LLC, respectively. The
Commission believes that accelerating
approval of this proposal should benefit
investors by creating, without undue
delay, additional competition in the
market for Managed Fund Shares.
VI. Conclusion
It is therfore ordered, pursuant to
Section 19(b)(2) of the Act,21 that the
proposed rule change (SR–NYSEArca–
2010–10), as modified by Amendment
No. 1 thereto, be, and it hereby is,
approved on an accelerated basis.
19 15
U.S.C. 78s(b)(2).
e.g., Securities Exchange Act Release No.
60981 (November 10, 2009), 74 FR 59594
(November 18, 2009) (SR–NYSEArca–2009–79)
(approving the listing and trading of shares of five
actively-managed fixed income funds of the PIMCO
ETF Trust).
21 15 U.S.C. 78s(b)(2).
20 See,
PO 00000
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Fmt 4703
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[FR Doc. 2010–8221 Filed 4–9–10; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61849; File No. SR–
NYSEAmex–2010–30]
Self-Regulatory Organizations; NYSE
Amex LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending Its Fee
Schedule
April 6, 2010.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on March
31, 2010, NYSE Amex LLC (‘‘NYSE
Amex’’ or the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. Amex filed the proposal
pursuant to Section 19(b)(3)(A) 4 of the
Act and Rule 19b–4(f)(2) 5 thereunder.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to revise the
manner in which marketing charges are
made available to Specialists for NonDirected orders. The text of the
proposed rule change is available on the
Commission’s Web site at https://
www.sec.gov. A copy of this filing is
available on the Exchange’s Web site at
https://www.nyse.com, at the Exchange’s
principal office and at the Commission’s
Public Reference Room.
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
22 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 15 U.S.C. 78s(b)(3)(A).
5 17 CFR 240.19b–4(f)(2).
1 15
E:\FR\FM\12APN1.SGM
12APN1
Agencies
[Federal Register Volume 75, Number 69 (Monday, April 12, 2010)]
[Notices]
[Pages 18554-18556]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-8221]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61842; File No. SR-NYSEArca-2010-10]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
of Amendment No. 1 and Order Granting Accelerated Approval of a
Proposed Rule Change, as Modified by Amendment No. 1 Thereto, Relating
to the Listing of Mars Hill Global Relative Value ETF (f/k/a HTE Global
Relative Value ETF)
April 5, 2010.
I. Introduction
On Februrary 25, 2010, NYSE Arca, Inc. (``NYSE Arca'' or
``Exchange''), through its wholly owned subsidiary, NYSE Arca Equities,
Inc. (``NYSE Arca Equities''), filed with the Securities and Exchange
Commission (``Commission''), pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4
thereunder,\2\ a proposed rule change to list and trade shares
(``Shares'') of the Mars Hill Global Relative Value ETF (f/k/a HTE
Global Relative Value ETF) (the ``Fund'') under NYSE Arca Equities Rule
8.600 (Managed Fund Shares). The proposed rule change was published in
the Federal Register on March 18, 2010.\3\ The Commission received no
comments on the proposal. On March 29, 2010, the Exchange filed
Amendment No. 1 to the proposed rule change.\4\ This order approves the
proposed rule change, as modified by Amendment No. 1, on an accelerated
basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 61683 (March 10,
2010), 75 FR 13194 (``Notice'').
\4\ Amendment No. 1 reflects that all references in the filing
to ``HTE Global Relative Value ETF'' are replaced with ``Mars Hill
Global Relative Value ETF'' and that all references in the filing to
``HTE Asset Management LLC'' are replaced with ``Mars Hill Partners,
LLC.'' In addition, Amendment No. 1 reflects that all other
representations in the filing remain as stated therein, except that
representations referring to ``HTE Global Relative Value ETF'' and
``HTE Asset Management LLC'' are understood to mean and apply to
``Mars Hill Global Relative Value ETF'' and ``Mars Hill Partners,
LLC,'' respectively.
---------------------------------------------------------------------------
II. Description of the Proposal
The Exchange proposes to list and trade the Shares pursuant to NYSE
Arca Equities Rule 8.600, which governs the listing of Managed Fund
Shares. The Shares will be offered by AdvisorShares Trust (the
``Trust''), a statutory trust organized under the laws of the State of
Delaware and registered with the Commission as an open-end management
investment company.\5\ AdvisorShares Investments, LLC is the Fund's
investment advisor (the ``Advisor'') and Mars Hill Partners, LLC
(``Mars Hill'') is the Fund's sub-advisor. Foreside Fund Services, LLC
is the principal underwriter and distributor of the Fund's shares, and
the Bank of New York Mellon is the administrator, transfer agent, and
custodian for the Fund.
---------------------------------------------------------------------------
\5\ The Exchange states that the Trust is registered under the
Investment Company Act of 1940 (``1940 Act'') and that on December
29, 2009, the Trust filed with the Commission Post-Effective
Amendment No. 2 to Form N-1A under the Securities Act of 1933 (15
U.S.C. 77a) and under the 1940 Act relating to the Fund. (File Nos.
333-157876 and 811-22110) (``Registration Statement'').
---------------------------------------------------------------------------
The investment goal of the Fund is average annual returns in excess
of the total return of the MSCI World Index (the ``Index''), with
comparable volatility and little to no correlation with the Index. The
Fund is considered a ``fund-of-funds'' that seeks to achieve its
investment objective by primarily investing in both long and short
positions in other exchange-traded funds (the ``Underlying ETFs'') that
offer diversified exposure to global regions, countries, styles (market
capitalization, value, growth, etc.) or sectors, and other exchange-
traded products, including but not limited to exchange-traded notes
(``ETNs''), exchange-traded currency trusts and closed-end funds. In
addition, the Fund may use liquid futures contracts tied to broad
market indices (e.g., futures contracts based on the S&P 500 Index, the
MSCI EAFE Index and/or the MSCI Emerging Markets Index) when
establishing net long or net short exposure on top of the core long/
short portfolio.\6\ The Underlying ETFs in which the Fund will invest
will primarily be index-based ETFs that hold substantially all of their
assets in securities representing a specific index and will be traded
on a U.S. national securities exchange. Except for Underlying ETFs that
may hold non-US issues, the Fund will not otherwise invest in non-US
issues.
---------------------------------------------------------------------------
\6\ The Fund may use futures contracts and related options for
bona fide hedging; attempting to offset changes in the value of
securities held or expected to be acquired or be disposed of;
attempting to gain exposure to a particular market, index or
instrument; or other risk management purposes.
---------------------------------------------------------------------------
The Exchange states that the Shares will be subject to the initial
and continued listing criteria under NYSE Arca Equities Rule 8.600(d)
applicable to Managed Fund Shares \7\ and that the
[[Page 18555]]
Shares will comply with Rule 10A-3 under the Act,\8\ as provided by
NYSE Arca Equities Rule 5.3. Additional information regarding the Fund,
the Shares, the Fund's investment objectives, strategies, policies, and
restrictions, risks, fees and expenses, creation and redemption
procedures, portfolio holdings and policies, distributions and taxes,
availability of information, trading rules and halts, and surveillance
procedures, among other things, can be found in the Registration
Statement and in the Notice, as applicable.\9\
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\7\ The Exchange states that a minimum of 100,000 Shares will be
outstanding at the commencement of trading on the Exchange, and the
Exchange will obtain a representation from the issuer of the Shares
that the net asset value (``NAV'') per Share will be calculated
daily and that the NAV and the Disclosed Portfolio will be made
available to all market participants at the same time. See Notice,
supra note 3.
\8\ 17 CFR 240.10A-3.
\9\ See supra notes 3 and 5.
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III. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning whether Amendment No. 1 to the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2010-10 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 Number SR-NYSEArca-2010-10. 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 on
official 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 the Exchange. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-NYSEArca-2010-10 and should be submitted on or before
May 3, 2010.
IV. Discussion and Commission's Findings
The Commission has carefully reviewed the proposed rule change and
finds that it is consistent with the requirements of Section 6 of the
Act \10\ and the rules and regulations thereunder applicable to a
national securities exchange.\11\ In particular, the Commission finds
that the proposal is consistent with Section 6(b)(5) of the Act,\12\
which requires, among other things, that the Exchange's rules be
designed to promote just and equitable principles of trade, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, and, in general, to protect investors and the
public interest. The Commission notes that the Shares must comply with
the requirements of NYSE Arca Equities Rule 8.600 to be listed and
traded on the Exchange.
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\10\ 15 U.S.C. 78f.
\11\ In approving this proposed rule change the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\12\ 17 U.S.C. 78f(b)(5).
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The Commission finds that the proposal to list and trade the Shares
on the Exchange is consistent with Section 11A(a)(1)(C)(iii) of the
Act,\13\ which sets forth Congress' finding that it is in the public
interest and appropriate for the protection of investors and the
maintenance of fair and orderly markets to assure the availability to
brokers, dealers, and investors of information with respect to
quotations for and transactions in securities. Quotation and last-sale
information for the Shares will be available via the Consolidated Tape
Association high-speed line, and the Portfolio Indicative Value
(``PIV'') will be updated and disseminated by one or more major market
data vendors at least every 15 seconds during the Core Trading Session.
In addition, the Fund will make available on its Web site on each
business day, before the commencement of trading in Shares in the Core
Trading Session, the Disclosed Portfolio that will form the basis for
the calculation of the NAV, which will be determined at the end of the
business day. The Fund's Web site will also include additional
quantitative information updated on a daily basis relating to the prior
business day's reported NAV, mid-point of the bid/ask spread at the
time of calculation of such NAV (the ``Bid/Ask Price''),\14\ and a
calculation of the premium and discount of the Bid/Ask Price against
the NAV and data in chart format displaying the frequency distribution
of discounts and premiums of the daily Bid/Ask Price against the NAV,
within appropriate ranges, for each of the four previous calendar
quarters. Information regarding the market price and volume of the
Shares will be continually available on a real-time basis throughout
the day on brokers' computer screens and other electronic services, and
the previous day's closing price and trading volume information for the
Shares will be published daily in the financial sections of newspapers.
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\13\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
\14\ The Bid/Ask Price of the Fund is determined using the
midpoint of the highest bid and the lowest offer on the Exchange as
of the time of calculation of the NAV. The records relating to Bid/
Ask Prices will be retained by each ETF and its service providers.
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The Commission further believes that the proposal is reasonably
designed to promote fair disclosure of information that may be
necessary to price the Shares appropriately and to prevent trading when
a reasonable degree of transparency cannot be assured. The Commission
notes that the Exchange will obtain a representation from the issuer
that the NAV per Share will be calculated daily and that the NAV and
the Disclosed Portfolio will be made available to all market
participants at the same time.\15\ Additionally, if it becomes aware
that the NAV or the Disclosed Portfolio is not disseminated daily to
all market participants at the same time, the Exchange will halt
trading in the Shares until such information is available to all market
participants.\16\ Further, if the PIV is not being disseminated as
required, the Exchange may halt trading during the day in which the
disruption occurs; if the interruption persists past the day in which
it occurred, the Exchange will halt trading no later than the beginning
of the trading day following the interruption.\17\ The Exchange
represents
[[Page 18556]]
that the Advisor is not affiliated with a broker-dealer and that any
additional Fund sub-advisors that are affiliated with a broker-dealer
will be required to implement a fire wall with respect to such broker-
dealer regarding access to information concerning the composition and/
or changes to a portfolio. Further, the Commission notes that the
Reporting Authority that provides the Disclosed Portfolio must
implement and maintain, or be subject to, procedures designed to
prevent the use and dissemination of material non-public information
regarding the actual components of the portfolio.\18\
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\15\ See NYSE Arca Equities Rule 8.600(d)(1)(B).
\16\ See NYSE Arca Equities Rule 8.600(d)(2)(D).
\17\ Id. Trading in the Shares may also be halted because of
market conditions or for reasons that, in the view of the Exchange,
make trading in the Shares inadvisable. These may include: (1) The
extent to which trading is not occurring in the securities
comprising the Disclosed Portfolio and/or the financial instruments
of the Fund; or (2) whether other unusual conditions or
circumstances detrimental to the maintenance of a fair and orderly
market are present.
\18\ See NYSE Arca Equities Rule 8.600(d)(2)(B)(ii).
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The Exchange has represented that the Shares are equity securities
subject to the Exchange's rules governing the trading of equity
securities. In support of this proposal, the Exchange has made
representations, including:
(1) The Shares will conform to the initial and continued listing
criteria under NYSE Arca Equities Rule 8.600.
(2) The Exchange's surveillance procedures are adequate to properly
monitor Exchange trading of the Shares in all trading sessions and to
deter and detect violations of Exchange rules and applicable Federal
securities laws.
(3) Prior to the commencement of trading, the Exchange will inform
its ETP Holders in an Information Bulletin of the special
characteristics and risks associated with trading the Shares.
Specifically, the Information Bulletin will discuss the following: (a)
The procedures for purchases and redemptions of Shares in Creation Unit
aggregations and that Shares are not individually redeemable; (b) 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 Shares; (c) the risks involved in trading the
Shares during the Opening and Late Trading Sessions when an updated PIV
will not be calculated or publicly disseminated; (d) how information
regarding the PIV is disseminated; (e) the requirement that ETP Holders
deliver a prospectus to investors purchasing newly issued Shares prior
to or concurrently with the confirmation of a transaction; and (f)
trading information.
(4) The Fund will be in compliance with Rule 10A-3 under the Act.
(5) The Underlying ETFs will be traded on a U.S. national
securities exchange and, except for Underlying ETFs that may hold non-
U.S. issues, the Fund will not otherwise invest in non-U.S. issues.
This approval order is based on the Exchange's representations.
For the foregoing reasons, the Commission finds that the proposed
rule change is consistent with the Act and the rules and regulations
thereunder applicable to a national securities exchange.
V. Accelerated Approval
The Commission finds good cause, pursuant to Section 19(b)(2) of
the Act,\19\ for approving the proposal prior to the thirtieth day
after the date of publication of the Notice in the Federal Register.
The Commission notes that it has approved the listing and trading on
the Exchange of shares of other actively managed exchange-traded funds
based on a portfolio of securities, the characteristics of which are
similar to those to be invested by the Funds.\20\ The Commission also
notes that it has received no comments regarding the proposed rule
change. Further, the Commission believes that the changes in Amendment
No. 1 to the name of the Fund and the Sub-Adviser do not raise any
novel regulatory concerns, particularly because Amendment No. 1 makes
clear that all other representations in the Notice remain as stated
therein, except that representations in the Notice to HTE Global
Relative Value ETF and HTE Asset Management LLC are understood to mean
and to apply to Mars Hill Global Relative Value ETF and Mars Hill
Partners, LLC, respectively. The Commission believes that accelerating
approval of this proposal should benefit investors by creating, without
undue delay, additional competition in the market for Managed Fund
Shares.
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\19\ 15 U.S.C. 78s(b)(2).
\20\ See, e.g., Securities Exchange Act Release No. 60981
(November 10, 2009), 74 FR 59594 (November 18, 2009) (SR-NYSEArca-
2009-79) (approving the listing and trading of shares of five
actively-managed fixed income funds of the PIMCO ETF Trust).
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VI. Conclusion
It is therfore ordered, pursuant to Section 19(b)(2) of the
Act,\21\ that the proposed rule change (SR-NYSEArca-2010-10), as
modified by Amendment No. 1 thereto, be, and it hereby is, approved on
an accelerated basis.
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\21\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
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\22\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-8221 Filed 4-9-10; 8:45 am]
BILLING CODE 8011-01-P