Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting Accelerated Approval of Proposed Rule Change Regarding Listing and Trading Shares of AdvisorShares WCM/BNY Mellon Focused Growth ADR ETF, 42471-42473 [2010-17749]
Download as PDF
Federal Register / Vol. 75, No. 139 / Wednesday, July 21, 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. 34–62502; File No. SR–
NYSEArca–2010–57]
SMALL BUSINESS ADMINISTRATION
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Accelerated
Approval of Proposed Rule Change
Regarding Listing and Trading Shares
of AdvisorShares WCM/BNY Mellon
Focused Growth ADR ETF
[Disaster Declaration #12151 and #12152]
July 15, 2010.
[FR Doc. 2010–17778 Filed 7–20–10; 8:45 am]
BILLING CODE 8025–01–P
North Dakota Disaster Number ND–
00022
U.S. Small Business
Administration.
AGENCY:
ACTION:
Amendment 3.
This is an amendment of the
Presidential declaration of a major
disaster for Public Assistance Only for
the State of North Dakota (FEMA–1907–
DR), dated 04/30/2010.
Incident: Flooding.
Incident Period: 02/26/2010 through
07/15/2010.
Effective Date: 07/15/2010.
Physical Loan Application Deadline
Date: 06/29/2010.
Economic Injury (EIDL) Loan
Application Deadline Date: 01/31/2011.
SUMMARY:
Submit completed loan
applications to: U.S. Small Business
Administration, Processing And
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
ADDRESSES:
A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
FOR FURTHER INFORMATION CONTACT:
The notice
of the President’s major disaster
declaration for Private Non-Profit
organizations in the State of NORTH
DAKOTA, dated 04/30/2010, is hereby
amended to establish the incident
period for this disaster as beginning 02/
26/2010 and continuing through 07/15/
2010.
All other information in the original
declaration remains unchanged.
erowe on DSKG8SOYB1PROD with NOTICES
SUPPLEMENTARY INFORMATION:
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
James E. Rivera,
Associate Administrator for Disaster
Assistance.
[FR Doc. 2010–17780 Filed 7–20–10; 8:45 am]
BILLING CODE 8025–01–P
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15:19 Jul 20, 2010
Jkt 220001
On June 16, 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 AdvisorShares
WCM/BNY Mellon Focused Growth
ADR ETF (the ‘‘Fund’’) under NYSE
Arca Equities Rule 8.600 (Managed
Fund Shares). The proposed rule change
was published in the Federal Register
on June 29, 2010.3 The Commission
received no comments on the proposal.
This order approves the proposed rule
change on an accelerated basis.
I. 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.4 The
investment advisor to the ADR Fund is
AdvisorShares Investments, LLC (the
‘‘Advisor’’). WCM Investment
Management (‘‘WCM’’) is the sub-advisor
(‘‘Sub-Advisor’’) to the ADR Fund and
the portfolio manager.5 The SubAdvisor selects securities for the Fund
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 62344
(June 21, 2010), 75 FR 37498 (‘‘Notice’’).
4 The Trust is registered under the 1940 Act. On
April 23, 2010, the Trust filed with the Commission
Post-Effective Amendment No. 5 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) (the ‘‘Registration
Statement’’). The Trust has also filed an Amended
Application for an Order under Section 6(c) of the
1940 Act for exemptions from various provisions of
the 1940 Act and rules thereunder (File No. 812–
13677 dated May 14, 2010) (‘‘Exemptive
Application’’).
5 The Exchange has represented that neither the
Advisor nor the Sub-Advisor is affiliated with a
broker-dealer.
PO 00000
1 15
2 17
Frm 00098
Fmt 4703
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42471
in which to invest pursuant to an
‘‘active’’ management strategy for
security selection and portfolio
construction. The Fund’s investment
objective is long-term capital
appreciation above international
benchmarks such as the BNY Mellon
Classic ADR Index, the Fund’s primary
benchmark, and the MSCI EAFE Index,
the Fund’s secondary benchmark. WCM
seeks to achieve the Fund’s investment
objective by selecting a portfolio of U.S.
traded securities of non-U.S.
organizations included in the BNY
Mellon Classic ADR Index. The BNY
Mellon Classic ADR Index
predominantly includes American
Depositary Receipts (‘‘ADRs’’) and in
addition includes other Depositary
Receipts (‘‘DRs’’), which include Global
Depositary Receipts (‘‘GDRs’’), Euro
Depositary Receipts (‘‘Euro DRs’’) and
New York Shares (‘‘NYSs’’).6
The Exchange states that the Shares
will conform to the initial and
continued listing criteria under NYSE
Arca Equities Rule 8.600 applicable to
Managed Fund Shares 7 and that the
Shares will comply with Rule 10A–3
under the Act,8 as provided by NYSE
Arca Equities Rule 5.3. Additionally,
among other things, the composition of
the Fund’s portfolio, on a continual
basis, will be subject to the following:
component stocks that in the aggregate
account for at least 90% of the weight
of the Fund’s portfolio each shall have
a minimum global market value of at
least $100 million; component stocks
that in the aggregate account for at least
70% of the weight of the Fund’s
portfolio each shall have a minimum
global monthly trading volume of
250,000 shares, or minimum global
notional volume traded per month of
$25,000,000, averaged over the last six
months; a minimum of 20 component
stocks of which the most heavily
weighted component stock shall not
6 According to the Registration Statement, DRs,
which include ADRs, GDRs, Euro DRs and NYSs,
are negotiable securities that generally represent a
non-U.S. company’s publicly traded equity or debt.
Depositary Receipts may be purchased in the U.S.
secondary trading market. They may trade freely,
just like any other security, either on an exchange
or in the over-the-counter market. Although
typically denominated in U.S. dollars, Depositary
Receipts can also be denominated in Euros.
Depositary Receipts can trade on all U.S. stock
exchanges as well as on many European stock
exchanges.
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.
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Federal Register / Vol. 75, No. 139 / Wednesday, July 21, 2010 / Notices
exceed 25% of the weight of the
portfolio, and the five most heavily
weighted component stocks shall not
exceed 60% of the weight of the
portfolio; and each non-U.S. equity
security underlying ADRs held by the
Fund will be listed and traded on an
exchange that has last-sale reporting.
Additional information regarding the
Trust, 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
Notice and Registration Statement, as
applicable.9
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II. 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.
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
9 See
supra notes 3 and 4.
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).
13 15 U.S.C. 78k–1(a)(1)(C)(iii).
10 15
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15:19 Jul 20, 2010
Jkt 220001
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.14 The Fund’s Web site will also
include additional quantitative
information updated on a daily basis
relating to daily trading volume, the
prior business day’s reported NAV, midpoint of the bid/ask spread at the time
of calculation of such NAV (the ‘‘Bid/
Ask Price’’),15 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 realtime 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.16 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
14 Under accounting procedures followed by the
Fund, trades made on the prior business day (‘‘T’’)
will be booked and reflected in NAV on the current
business day (‘‘T+1’’). Accordingly, the Fund will be
able to disclose at the beginning of the business day
the portfolio that will form the basis for the NAV
calculation at the end of the business day.
15 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 the Fund and its
service providers.
16 See NYSE Arca Equities Rule 8.600(d)(1)(B).
PO 00000
Frm 00099
Fmt 4703
Sfmt 4703
participants.17 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.18 The Exchange represents
that neither the Advisor nor the SubAdvisor is affiliated with a brokerdealer. However, 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 nonpublic information regarding the actual
components of each of the portfolios.19
The Exchange has deemed the Shares
to be 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
17 See
NYSE Arca Equities Rule 8.600(d)(2)(D).
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.
19 See NYSE Arca Equities Rule 8.600(d)(2)(B)(ii).
18 Id.
E:\FR\FM\21JYN1.SGM
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Federal Register / Vol. 75, No. 139 / Wednesday, July 21, 2010 / Notices
or concurrently with the confirmation of
a transaction; and (f) trading
information.
(4) The Funds will be in compliance
with Rule 10A–3 under the Act.
(5) The Funds will not invest in nonU.S. equity securities outside of U.S.
markets. 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.
III. Accelerated Approval
The Commission finds good cause,
pursuant to Section 19(b)(2) of the
Act,20 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 Fund.21 The
Commission also notes that it has not
received any comments regarding this
proposal, nor did it receive any
comments on a previously filed
proposed rule change relating to the
Fund.22 The Commission believes that
the proposal to list and trade the Shares
of the Fund do not raise any novel
regulatory issues and accelerating
approval of this proposal should benefit
investors by creating, without undue
delay, additional competition in the
market for Managed Fund Shares.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR–NYSEArca–
2010–57), be, and it hereby is, approved
on an accelerated basis.
erowe on DSKG8SOYB1PROD with NOTICES
20 15
U.S.C. 78s(b)(2).
21 See, e.g., Securities Exchange Act Release Nos.
61365 (January 15, 2010), 75 FR 4124 (January 26,
2010) (SR–NYSEArca–2009–114) (approving the
listing and trading of shares of two actively
managed funds of the Grail Advisors ETF Trust)
and 60975 (November 10, 2009), 74 FR 59590
(November 18, 2009) (SR–NYSEArca–2009–83)
(approving the listing and trading of shares of the
Grail American Beacon International Equity ETF).
22 The Exchange previously filed a proposed rule
change relating to listing on the Exchange of the
AdvisorShares WCM/BNY Mellon Focused Growth
ADR ETF in File No. SR–NYSEArca–2010–07. See
Securities Exchange Act Release No. 61642 (March
3, 2010), 75 FR 11216 (March 10, 2010). No
comments were received on the proposal. The
Exchange withdrew the proposed rule change on
April 9, 2010. See Securities Exchange Act Release
No. 61953 (April 21, 2010), 75 FR 22169 (April 27,
2010).
23 15 U.S.C. 78s(b)(2).
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15:19 Jul 20, 2010
Jkt 220001
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–17749 Filed 7–20–10; 8:45 am]
BILLING CODE 8010–01–P
DEPARTMENT OF TRANSPORTATION
Office of the Secretary
[Docket No. DOT–OST–2010–0102]
Request for Renewal of a Previously
Approved Information Collection
ACTION:
Notice and request for approval.
In compliance with the
Paperwork Reduction Act of 1995 (44
U.S.C. 3501 et seq.), this notice
announces that the Information
Collection Request (ICR) abstracted
below is being forwarded to the Office
of Management and Budget (OMB) for
review and comments. A Federal
Register Notice with a 60-day comment
period soliciting comments on the
following information collection was
published on April 30, 2010 (FR 75,
page 22890). No comments were
received.
SUMMARY:
Comments must be submitted on
or before August 20, 2010.
FOR FURTHER INFORMATION CONTACT:
Gregory Frazier, Office of the Resource
Directorate, Office of the Secretary, U.S.
Department of Transportation, 1200
New Jersey Ave., SE., Washington, DC
20590, (202) 366–0473.
SUPPLEMENTARY INFORMATION:
Title: Air Carrier’s Claim for Subsidy.
OMB Control Number: 2106–0044.
Type of Request: Renewal of a
currently approved information
collection.
Abstract: In accordance with 14 CFR
271 of its Aviation Economic
Regulations, the Department provides
subsidy to air carriers for providing
essential air service in small rural
communities. Funding is paid to air
carriers monthly and those payments
will vary according to the actual amount
of service performed during the month.
The report of subsidized air carriers of
essential air service performed on the
Department’s Form 398 ‘‘Air Carrier’s
Claim for Subsidy,’’ establishes the
fundamental basis for paying these air
carriers on a timely basis. Typically,
subsidized air carriers are small
businesses and operate only aircraft of
limited size over a limited geographical
area. The collection permits subsidized
DATES:
PO 00000
24 17
CFR 200.30–3(a)(12).
Frm 00100
Fmt 4703
Sfmt 4703
42473
air carriers to submit their monthly
claims in a concise, orderly, easy-to
process form, without having to devise
their own means of submitting support
for these claims.
Affected Public: Small air carriers
selected by the Department in docketed
cases to provide subsidized essential air
service.
Estimated Number of Respondents:
24.
Estimated Number of Responses:
1,560.
Annual Estimated Total Annual
Burden Hours: 5,413.
Frequency of Collection: Monthly.
ADDRESSES: Send comments regarding
the burden estimate, including
suggestions for reducing the burden, to
the Office of Management and Budget,
Attention: Desk Officer for the Office of
the Secretary of Transportation, 725
17th Street, NW., Washington, DC
20503.
Comments are invited on: whether the
proposed collection of information is
necessary for the proper performance of
the functions of the Department,
including whether the information will
have practical utility; the accuracy of
the Department’s estimate of the burden
of the proposed information collection;
ways to enhance the quality, utility and
clarity of the information to be
collected; and ways to minimize the
burden of the collection of information
on respondents, including the use of
automated collection techniques or
other forms of information technology.
Authority: The Paperwork Reduction Act
of 1995; 44 U.S.C. Chapter 35, as amended;
and 49 CFR 1:48.
Issued in Washington, DC on July 14, 2010.
John DiLuccio,
Director, Resource Directorate.
[FR Doc. 2010–17764 Filed 7–20–10; 8:45 am]
BILLING CODE 4910–62–P
DEPARTMENT OF TRANSPORTATION
Office of the Secretary
Notice of Applications for Certificates
of Public Convenience and Necessity
and Foreign Air Carrier Permits Filed
Under Subpart B (Formerly Subpart Q)
During the Week Ending July 10, 2010
The following Applications for
Certificates of Public Convenience and
Necessity and Foreign Air Carrier
Permits were filed under Subpart B
(formerly Subpart Q) of the Department
of Transportation’s Procedural
Regulations (See 14 CFR 301.201 et
seq.). The due date for Answers,
Conforming Applications, or Motions to
Modify Scope are set forth below for
E:\FR\FM\21JYN1.SGM
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Agencies
[Federal Register Volume 75, Number 139 (Wednesday, July 21, 2010)]
[Notices]
[Pages 42471-42473]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-17749]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-62502; File No. SR-NYSEArca-2010-57]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting
Accelerated Approval of Proposed Rule Change Regarding Listing and
Trading Shares of AdvisorShares WCM/BNY Mellon Focused Growth ADR ETF
July 15, 2010.
On June 16, 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
AdvisorShares WCM/BNY Mellon Focused Growth ADR ETF (the ``Fund'')
under NYSE Arca Equities Rule 8.600 (Managed Fund Shares). The proposed
rule change was published in the Federal Register on June 29, 2010.\3\
The Commission received no comments on the proposal. This order
approves the proposed rule change 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. 62344 (June 21,
2010), 75 FR 37498 (``Notice'').
---------------------------------------------------------------------------
I. 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.\4\ The investment advisor to the ADR Fund is
AdvisorShares Investments, LLC (the ``Advisor''). WCM Investment
Management (``WCM'') is the sub-advisor (``Sub-Advisor'') to the ADR
Fund and the portfolio manager.\5\ The Sub-Advisor selects securities
for the Fund in which to invest pursuant to an ``active'' management
strategy for security selection and portfolio construction. The Fund's
investment objective is long-term capital appreciation above
international benchmarks such as the BNY Mellon Classic ADR Index, the
Fund's primary benchmark, and the MSCI EAFE Index, the Fund's secondary
benchmark. WCM seeks to achieve the Fund's investment objective by
selecting a portfolio of U.S. traded securities of non-U.S.
organizations included in the BNY Mellon Classic ADR Index. The BNY
Mellon Classic ADR Index predominantly includes American Depositary
Receipts (``ADRs'') and in addition includes other Depositary Receipts
(``DRs''), which include Global Depositary Receipts (``GDRs''), Euro
Depositary Receipts (``Euro DRs'') and New York Shares (``NYSs'').\6\
---------------------------------------------------------------------------
\4\ The Trust is registered under the 1940 Act. On April 23,
2010, the Trust filed with the Commission Post-Effective Amendment
No. 5 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) (the ``Registration Statement''). The Trust has also
filed an Amended Application for an Order under Section 6(c) of the
1940 Act for exemptions from various provisions of the 1940 Act and
rules thereunder (File No. 812-13677 dated May 14, 2010)
(``Exemptive Application'').
\5\ The Exchange has represented that neither the Advisor nor
the Sub-Advisor is affiliated with a broker-dealer.
\6\ According to the Registration Statement, DRs, which include
ADRs, GDRs, Euro DRs and NYSs, are negotiable securities that
generally represent a non-U.S. company's publicly traded equity or
debt. Depositary Receipts may be purchased in the U.S. secondary
trading market. They may trade freely, just like any other security,
either on an exchange or in the over-the-counter market. Although
typically denominated in U.S. dollars, Depositary Receipts can also
be denominated in Euros. Depositary Receipts can trade on all U.S.
stock exchanges as well as on many European stock exchanges.
---------------------------------------------------------------------------
The Exchange states that the Shares will conform to the initial and
continued listing criteria under NYSE Arca Equities Rule 8.600
applicable to Managed Fund Shares \7\ and that the Shares will comply
with Rule 10A-3 under the Act,\8\ as provided by NYSE Arca Equities
Rule 5.3. Additionally, among other things, the composition of the
Fund's portfolio, on a continual basis, will be subject to the
following: component stocks that in the aggregate account for at least
90% of the weight of the Fund's portfolio each shall have a minimum
global market value of at least $100 million; component stocks that in
the aggregate account for at least 70% of the weight of the Fund's
portfolio each shall have a minimum global monthly trading volume of
250,000 shares, or minimum global notional volume traded per month of
$25,000,000, averaged over the last six months; a minimum of 20
component stocks of which the most heavily weighted component stock
shall not
[[Page 42472]]
exceed 25% of the weight of the portfolio, and the five most heavily
weighted component stocks shall not exceed 60% of the weight of the
portfolio; and each non-U.S. equity security underlying ADRs held by
the Fund will be listed and traded on an exchange that has last-sale
reporting. Additional information regarding the Trust, 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 Notice and
Registration Statement, 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 4.
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II. 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.\14\ The Fund's Web site will also include additional
quantitative information updated on a daily basis relating to daily
trading volume, 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''),\15\ 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\ Under accounting procedures followed by the Fund, trades
made on the prior business day (``T'') will be booked and reflected
in NAV on the current business day (``T+1''). Accordingly, the Fund
will be able to disclose at the beginning of the business day the
portfolio that will form the basis for the NAV calculation at the
end of the business day.
\15\ 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 the Fund 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.\16\ 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.\17\ 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.\18\ The Exchange
represents that neither the Advisor nor the Sub-Advisor is affiliated
with a broker-dealer. However, 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 each of the portfolios.\19\
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\16\ See NYSE Arca Equities Rule 8.600(d)(1)(B).
\17\ See NYSE Arca Equities Rule 8.600(d)(2)(D).
\18\ 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.
\19\ See NYSE Arca Equities Rule 8.600(d)(2)(B)(ii).
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The Exchange has deemed the Shares to be 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
[[Page 42473]]
or concurrently with the confirmation of a transaction; and (f) trading
information.
(4) The Funds will be in compliance with Rule 10A-3 under the Act.
(5) The Funds will not invest in non-U.S. equity securities outside
of U.S. markets. 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.
III. Accelerated Approval
The Commission finds good cause, pursuant to Section 19(b)(2) of
the Act,\20\ 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 Fund.\21\ The Commission also
notes that it has not received any comments regarding this proposal,
nor did it receive any comments on a previously filed proposed rule
change relating to the Fund.\22\ The Commission believes that the
proposal to list and trade the Shares of the Fund do not raise any
novel regulatory issues and 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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\20\ 15 U.S.C. 78s(b)(2).
\21\ See, e.g., Securities Exchange Act Release Nos. 61365
(January 15, 2010), 75 FR 4124 (January 26, 2010) (SR-NYSEArca-2009-
114) (approving the listing and trading of shares of two actively
managed funds of the Grail Advisors ETF Trust) and 60975 (November
10, 2009), 74 FR 59590 (November 18, 2009) (SR-NYSEArca-2009-83)
(approving the listing and trading of shares of the Grail American
Beacon International Equity ETF).
\22\ The Exchange previously filed a proposed rule change
relating to listing on the Exchange of the AdvisorShares WCM/BNY
Mellon Focused Growth ADR ETF in File No. SR-NYSEArca-2010-07. See
Securities Exchange Act Release No. 61642 (March 3, 2010), 75 FR
11216 (March 10, 2010). No comments were received on the proposal.
The Exchange withdrew the proposed rule change on April 9, 2010. See
Securities Exchange Act Release No. 61953 (April 21, 2010), 75 FR
22169 (April 27, 2010).
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IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\23\ that the proposed rule change (SR-NYSEArca-2010-57), be, and
it hereby is, approved on an accelerated basis.
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\23\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
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\24\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-17749 Filed 7-20-10; 8:45 am]
BILLING CODE 8010-01-P