Self-Regulatory Organizations; NYSE Arca, Inc.; Order Approving a Proposed Rule Change To List and Trade Shares of the Teucrium WTI Crude Oil Fund, 8799-8801 [2011-3271]
Download as PDF
Federal Register / Vol. 76, No. 31 / Tuesday, February 15, 2011 / Notices
4(f)(6)(iii) 12 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. Phlx
has requested that the Commission
waive the 30-day operative delay. Phlx
believes that the proposed rule change
does not significantly affect the
protection of investors or the public
interest because it seeks to extend for a
limited period a currently operating
pilot program so as to allow the
Exchange and the Commission to assess
whether to make the pilot permanent in
accordance with its attendant
obligations and conditions.13 The
Commission believes that waiving the
30-day operative delay is consistent
with the protection of investors and the
public interest because such waiver
would allow the pilot period to be
extended without undue delay through
August 25, 2011. For this reason, the
Commission designates the proposed
rule change to be operative upon filing
with the Commission.14
At any time within 60 days of the
filing of such proposed rule change the
Commission summarily may
temporarily suspend 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, as amended, 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
Number SR–Phlx–2011–16 on the
subject line.
jdjones on DSK8KYBLC1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
organization submit to the Commission written
notice of its intent to file the proposed rule change,
along with a brief description and text of the
proposed rule change, at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
12 Id.
13 See SR–Phlx–2011–16, Item 7.
14 For the purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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15:51 Feb 14, 2011
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Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–Phlx–2011–16. 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 Phlx. 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–Phlx–2011–16 and should
be submitted on or before March 8,
2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–3314 Filed 2–14–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63869; File No. SR–
NYSEArca–2010–119]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Approving a
Proposed Rule Change To List and
Trade Shares of the Teucrium WTI
Crude Oil Fund
February 8, 2011.
I. Introduction
On December 20, 2010, NYSE Arca,
Inc. (‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
15 17
PO 00000
CFR 200.30–3(a)(12).
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8799
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 of the
Teucrium WTI Crude Oil Fund under
NYSE Arca Equities Rule 8.200. The
proposed rule change was published for
comment in the Federal Register on
January 6, 2011.3 The Commission
received no comments on the proposal.
This order approves the proposed rule
change.
II. Description of the Proposal
The Exchange proposes to list and
trade shares (‘‘Shares’’) of the Teucrium
WTI Crude Oil Fund (‘‘Fund’’) pursuant
to NYSE Arca Equities Rule 8.200.
NYSE Arca Equities Rule 8.200,
Commentary .02, permits the trading of
Trust Issued Receipts either by listing or
pursuant to unlisted trading privileges.4
The Shares represent beneficial
ownership interests in the Fund, which
is a commodity pool that is a series of
the Teucrium Commodity Trust
(‘‘Trust’’), a Delaware statutory trust.5
The Fund is managed and controlled by
Teucrium Trading, LLC (‘‘Sponsor’’).
The Sponsor is a Delaware limited
liability company that is registered as a
commodity pool operator with the
Commodity Futures Trading
Commission (‘‘CFTC’’) and is a member
of the National Futures Association.
The investment objective of the Fund
is to have the daily changes in
percentage terms of the Shares’ net asset
value (‘‘NAV’’) reflect the daily changes
in percentage terms of a weighted
average of a weighted average of the
closing settlement prices for futures
contracts for Western Texas
Intermediate (‘‘WTI’’) crude oil, also
known as Texas Light Sweet crude oil
(‘‘Oil Futures Contracts’’) traded on the
New York Mercantile Exchange
(‘‘NYMEX’’), specifically (1) the nearest
to spot June or December Oil Futures
Contract, weighted 35%; (2) the June or
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 63625
(December 30, 2010), 76 FR 807 (‘‘Notice’’).
4 Commentary .02 to NYSE Arca Equities Rule
8.200 applies to Trust Issued Receipts that invest
in ‘‘Financial Instruments.’’ The term ‘‘Financial
Instruments,’’ as defined in Commentary .02(b)(4) to
NYSE Arca Equities Rule 8.200, means any
combination of investments, including cash;
securities; options on securities and indices; futures
contracts; options on futures contracts; forward
contracts; equity caps, collars and floors; and swap
agreements.
5 See Amendment No. 1 to registration statement
on Form S–1 for Teucrium Commodity Trust, dated
September 7, 2010 (File No. 333–167593) relating
to the Teucrium Natural Gas Fund (‘‘Registration
Statement’’).
2 17
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Federal Register / Vol. 76, No. 31 / Tuesday, February 15, 2011 / Notices
jdjones on DSK8KYBLC1PROD with NOTICES
December Oil Futures Contract
following the aforementioned (1),
weighted 30%; and (3) the December Oil
Futures Contract following the
aforementioned (2),6 weighted 35%;
before taking Fund expenses and
interest income into account. The
Sponsor employs a ‘‘neutral’’ investment
strategy intended to track the changes in
the Oil Benchmark regardless of
whether the Oil Benchmark goes up or
down.
The Fund seeks to achieve its
investment objective by investing under
normal market conditions in Oil
Benchmark Component Futures
Contracts or, in certain circumstances,
in other Oil Futures Contracts traded on
the NYMEX and to a lesser extent the
IntercontinentalExchange (‘‘ICE’’). The
Fund may also invest in other kinds of
crude oil futures contracts traded on the
NYMEX or ICE or on other domestic or
foreign exchanges. In addition, and to a
limited extent, the Fund will invest in
crude oil-based swap agreements that
are cleared through the NYMEX or ICE
or their affiliated providers of clearing
services (‘‘Cleared Oil Swaps’’) in
furtherance of the Fund’s investment
objective, and to the extent permitted
and appropriate in light of the liquidity
in the Cleared Oil Swaps market. Once
position limits and accountability levels
in Oil Futures Contracts are applicable,
the Fund’s intention is to invest first in
Cleared Oil Swaps to the extent
permitted by the position limits and
accountability levels applicable to
Cleared Oil Swaps and appropriate in
light of the liquidity in the Cleared Oil
Swaps market,7 and then in contracts or
instruments such as cash-settled options
on Oil Futures Contracts and forward
contracts, swaps other than Cleared Oil
Swaps, and other over-the-counter
transactions that are based on the price
of crude oil and Oil Futures Contracts
(collectively, ‘‘Other Oil Interests,’’ and
together with Oil Futures Contracts and
Cleared Oil Swaps, ‘‘Oil Interests’’).8
6 See e-mail from Michael Cavalier, Chief
Counsel, NYSE Euronext, to Christopher W. Chow,
Special Counsel, Commission, dated December 22,
2010.
7 See e-mail from Michael Cavalier, Chief
Counsel, NYSE Euronext, to Christopher W. Chow,
Special Counsel, Commission, dated December 27,
2010.
8 The Commission has previously approved
listing of similar funds which held forward
contracts or swaps on the American Stock Exchange
(‘‘Amex’’) and NYSE Arca. See, e.g., 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); 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);
61881 (April 9, 2010), 75 FR 20028 (April 16, 2010)
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The Exchange represents that the
Fund will meet the initial and
continued listing requirements
applicable to Trust Issued Receipts in
NYSE Arca Equities Rule 8.200 and
Commentary .02 thereto. With respect to
application of Rule 10A–3 under the
Act,9 the Trust will rely on the
exception contained in Rule 10A–
3(c)(7).10 A minimum of 100,000 Shares
will be outstanding as of the start of
trading on the Exchange.
Additional details regarding the
trading policies of the Fund, creations
and redemptions of the Shares, Oil
Interests and other aspects of the WTI
crude oil and Oil Interest markets,
investment risks, Benchmark
performance, NAV calculation, the
dissemination and availability of
information about the underlying assets,
trading halts, applicable trading rules,
surveillance, and the Information
Bulletin, among other things, can be
found in the Notice and/or the
Registration Statement, as applicable.11
III. Discussion and Commission’s
Findings
After careful consideration, the
Commission finds that the proposed
rule change to list and trade the Shares
is consistent with the requirements of
the Act and the rules and regulations
thereunder applicable to a national
securities exchange.12 In particular, the
Commission finds that the proposed
rule change is consistent with the
requirements of Section 6(b)(5) of the
Act,13 which requires, among other
things, that the Exchange’s rules be
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 Commission finds that the
proposal to list and trade the Shares on
the Exchange is also consistent with
Section 11A(a)(1)(C)(iii) of the Act,14
which sets forth Congress’s finding that
(SR–NYSEArca–2010–14) (order approving listing
and trading of United States Brent Oil Fund, LP);
and 62527 (July 19, 2010), 75 FR 43606 (July 26,
2010) (order approving listing and trading of United
States Commodity Index Fund).
9 17 CFR 240.10A–3.
10 17 CFR 240.10A–3(c)(7).
11 See supra notes 3 and 5.
12 In approving this proposed rule change, the
Commission notes that it has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
13 15 U.S.C. 78f(b)(5).
14 15 U.S.C. 78k–1(a)(1)(C)(iii).
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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 regarding the Shares will be
disseminated through the facilities of
the Consolidated Tape Association
(‘‘CTA’’), and the Benchmark will be
disseminated by one or more major
market data vendors every 15 seconds
during the NYSE Arca Core Trading
Session of 9:30 a.m. to 4 p.m. Eastern
Time (‘‘E.T.’’). In addition, the Indicative
Trust Value (‘‘ITV’’) will be
disseminated on a per-Share basis by
one or more major market data vendors
every 15 seconds during the NYSE Arca
Core Trading Session.15 The Fund will
provide Web site disclosure of portfolio
holdings daily and will include, as
applicable, the names, quantity, price,
and market value of Financial
Instruments 16 and the characteristics of
such instruments and cash equivalents,
and amount of cash held in the portfolio
of the Fund. The closing price and
settlement prices of the Oil Futures
Contracts are also readily available from
the NYMEX (https://
www.cmegroup.com) and ICE (https://
www.theice.com), automated quotation
systems, published or other public
sources, or on-line information services
such as Bloomberg or Reuters. The NAV
for the Fund will be calculated by the
Administrator once a day and will be
disseminated daily to all market
participants at the same time, and the
Web site for the Fund (https://
www.teucriumoilfund.com) and/or the
Exchange will contain the prospectus
and additional data relating to NAV and
other applicable quantitative
information.
The Commission further believes that
the proposal to list and trade the Shares
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. If the
Exchange becomes aware that the NAV
with respect to the Shares is not
15 The normal trading hours for Oil Futures
Contracts on NYMEX are 9 a.m. to 2:30 p.m. E.T.
The ITV will not be updated, and, therefore, a static
ITV will be disseminated, between the close of
trading on NYMEX of Oil Futures Contracts and the
close of the NYSE Arca Core Trading Session. The
value of a Share may be influenced by nonconcurrent trading hours between NYSE Arca and
the NYMEX and ICE when the Shares are traded on
NYSE Arca after normal trading hours of Oil
Futures Contracts.
16 See supra note 4.
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15FEN1
jdjones on DSK8KYBLC1PROD with NOTICES
Federal Register / Vol. 76, No. 31 / Tuesday, February 15, 2011 / Notices
disseminated to all market participants
at the same time, it will halt trading in
the Shares until such time as the NAV
is available to all market participants.
Further, the Exchange represents that it
may halt trading during the day in
which an interruption to the
dissemination of the ITV or the value of
the underlying futures contracts occurs.
If the interruption to the dissemination
of the ITV or the value of the underlying
futures contracts 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. In addition,
the Web site disclosure of the portfolio
composition of the Fund will occur at
the same time as the disclosure by the
Sponsor of the portfolio composition to
Authorized Purchasers (as defined in
the Registration Statement) so that all
market participants are provided
portfolio composition information at the
same time. Therefore, the same portfolio
information will be provided on the
public Web site as well as in electronic
files provided to Authorized Purchasers.
Accordingly, each investor will have
access to the current portfolio
composition of the Fund through the
Fund’s Web site. Lastly, the trading of
the Shares will be subject to NYSE Arca
Equities Rule 8.200, Commentary .02(e),
which sets forth certain restrictions on
ETP Holders 17 acting as registered
Market Makers 18 in Trust Issued
Receipts to facilitate surveillance.
The Exchange has represented that
the Shares are deemed 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 the following:
(1) The Fund will meet the initial and
continued listing requirements
applicable to Trust Issued Receipts in
NYSE Arca Equities Rule 8.200 and
Commentary .02 thereto.
(2) The Exchange has appropriate
rules to facilitate transactions in the
Shares during all trading sessions.
(3) 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.
(4) With respect to Fund assets traded
on exchanges, not more than 10% of the
weight of such assets in the aggregate
shall consist of components whose
principal trading market is not a
17 See NYSE Arca Equities Rule 1.1(n) (defining
ETP Holder).
18 See NYSE Arca Equities Rule 1.1(u) (defining
Market Maker).
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member of the Intermarket Surveillance
Group or is a market with which the
Exchange does not have a
comprehensive surveillance sharing
agreement.
(5) 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 risks
involved in trading the Shares during
the Opening and Late Trading Sessions
when an updated ITV will not be
calculated or publicly disseminated; (b)
the procedures for purchases and
redemptions of Shares (and that Shares
are not individually redeemable); (c)
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; (d) how information
regarding the ITV 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.
(6) A minimum of 100,000 Shares will
be outstanding as of the start of trading
on the Exchange.
(7) With respect to the application of
Rule 10A–3 under the Act, the Trust
will rely on the exception contained in
Rule 10A–3(c)(7).19
This approval order is based on the
Exchange’s representations.20
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.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,21 that the
proposed rule change (SR–NYSEArca–
2010–119) be, and it hereby is,
approved.
19 See
supra notes 9 and 10 and accompanying
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–3271 Filed 2–14–11; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #12467]
Arizona Disaster #AZ–00015
Declaration of Economic Injury
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
This is a notice of an
Economic Injury Disaster Loan (EIDL)
declaration for the State of Arizona,
dated 02/07/2011.
Incident: Rainfall, Flooding and Flash
Flooding.
Incident Period: 10/03/2010 through
10/06/2010.
Effective Date: 02/07/2011.
EIDL Loan Application Deadline Date:
11/07/2011.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
Administrator’s EIDL declaration,
applications for economic injury
disaster loans may be filed at the
address listed above or other locally
announced locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties: Coconino.
Contiguous Counties:
Arizona: Gila, Mohave, Navajo,
Yavapai.
Utah: Kane, San Juan.
The Interest Rates are:
SUMMARY:
text.
20 The Commission notes that it does not regulate
the market for the futures in which the Fund plans
to take positions, which is the responsibility of the
CFTC. The CFTC has the authority to set limits on
the positions that any person may take in futures
on commodities. These limits may be directly set
by the CFTC, or by the markets on which the
futures are traded. The Commission has no role in
establishing position limits on futures in
commodities, even though such limits could impact
a commodity-based exchange-traded product that is
under the jurisdiction of the Commission.
21 15 U.S.C. 78f(b)(2).
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8801
Percent
Businesses And Small Agricultural
Cooperatives without Credit
Available Elsewhere ..................
Non-Profit Organizations without
Credit Available Elsewhere .......
4.000
3.000
The number assigned to this disaster
for economic injury is 124670.
22 17
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CFR 200.30–3(a)(12).
15FEN1
Agencies
[Federal Register Volume 76, Number 31 (Tuesday, February 15, 2011)]
[Notices]
[Pages 8799-8801]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-3271]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63869; File No. SR-NYSEArca-2010-119]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Approving a
Proposed Rule Change To List and Trade Shares of the Teucrium WTI Crude
Oil Fund
February 8, 2011.
I. Introduction
On December 20, 2010, NYSE Arca, Inc. (``Exchange'' or ``NYSE
Arca'') 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 of the Teucrium WTI Crude
Oil Fund under NYSE Arca Equities Rule 8.200. The proposed rule change
was published for comment in the Federal Register on January 6,
2011.\3\ The Commission received no comments on the proposal. This
order approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 63625 (December 30,
2010), 76 FR 807 (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposal
The Exchange proposes to list and trade shares (``Shares'') of the
Teucrium WTI Crude Oil Fund (``Fund'') pursuant to NYSE Arca Equities
Rule 8.200. NYSE Arca Equities Rule 8.200, Commentary .02, permits the
trading of Trust Issued Receipts either by listing or pursuant to
unlisted trading privileges.\4\
---------------------------------------------------------------------------
\4\ Commentary .02 to NYSE Arca Equities Rule 8.200 applies to
Trust Issued Receipts that invest in ``Financial Instruments.'' The
term ``Financial Instruments,'' as defined in Commentary .02(b)(4)
to NYSE Arca Equities Rule 8.200, means any combination of
investments, including cash; securities; options on securities and
indices; futures contracts; options on futures contracts; forward
contracts; equity caps, collars and floors; and swap agreements.
---------------------------------------------------------------------------
The Shares represent beneficial ownership interests in the Fund,
which is a commodity pool that is a series of the Teucrium Commodity
Trust (``Trust''), a Delaware statutory trust.\5\ The Fund is managed
and controlled by Teucrium Trading, LLC (``Sponsor''). The Sponsor is a
Delaware limited liability company that is registered as a commodity
pool operator with the Commodity Futures Trading Commission (``CFTC'')
and is a member of the National Futures Association.
---------------------------------------------------------------------------
\5\ See Amendment No. 1 to registration statement on Form S-1
for Teucrium Commodity Trust, dated September 7, 2010 (File No. 333-
167593) relating to the Teucrium Natural Gas Fund (``Registration
Statement'').
---------------------------------------------------------------------------
The investment objective of the Fund is to have the daily changes
in percentage terms of the Shares' net asset value (``NAV'') reflect
the daily changes in percentage terms of a weighted average of a
weighted average of the closing settlement prices for futures contracts
for Western Texas Intermediate (``WTI'') crude oil, also known as Texas
Light Sweet crude oil (``Oil Futures Contracts'') traded on the New
York Mercantile Exchange (``NYMEX''), specifically (1) the nearest to
spot June or December Oil Futures Contract, weighted 35%; (2) the June
or
[[Page 8800]]
December Oil Futures Contract following the aforementioned (1),
weighted 30%; and (3) the December Oil Futures Contract following the
aforementioned (2),\6\ weighted 35%; before taking Fund expenses and
interest income into account. The Sponsor employs a ``neutral''
investment strategy intended to track the changes in the Oil Benchmark
regardless of whether the Oil Benchmark goes up or down.
---------------------------------------------------------------------------
\6\ See e-mail from Michael Cavalier, Chief Counsel, NYSE
Euronext, to Christopher W. Chow, Special Counsel, Commission, dated
December 22, 2010.
---------------------------------------------------------------------------
The Fund seeks to achieve its investment objective by investing
under normal market conditions in Oil Benchmark Component Futures
Contracts or, in certain circumstances, in other Oil Futures Contracts
traded on the NYMEX and to a lesser extent the IntercontinentalExchange
(``ICE''). The Fund may also invest in other kinds of crude oil futures
contracts traded on the NYMEX or ICE or on other domestic or foreign
exchanges. In addition, and to a limited extent, the Fund will invest
in crude oil-based swap agreements that are cleared through the NYMEX
or ICE or their affiliated providers of clearing services (``Cleared
Oil Swaps'') in furtherance of the Fund's investment objective, and to
the extent permitted and appropriate in light of the liquidity in the
Cleared Oil Swaps market. Once position limits and accountability
levels in Oil Futures Contracts are applicable, the Fund's intention is
to invest first in Cleared Oil Swaps to the extent permitted by the
position limits and accountability levels applicable to Cleared Oil
Swaps and appropriate in light of the liquidity in the Cleared Oil
Swaps market,\7\ and then in contracts or instruments such as cash-
settled options on Oil Futures Contracts and forward contracts, swaps
other than Cleared Oil Swaps, and other over-the-counter transactions
that are based on the price of crude oil and Oil Futures Contracts
(collectively, ``Other Oil Interests,'' and together with Oil Futures
Contracts and Cleared Oil Swaps, ``Oil Interests'').\8\
---------------------------------------------------------------------------
\7\ See e-mail from Michael Cavalier, Chief Counsel, NYSE
Euronext, to Christopher W. Chow, Special Counsel, Commission, dated
December 27, 2010.
\8\ The Commission has previously approved listing of similar
funds which held forward contracts or swaps on the American Stock
Exchange (``Amex'') and NYSE Arca. See, e.g., 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); 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);
61881 (April 9, 2010), 75 FR 20028 (April 16, 2010) (SR-NYSEArca-
2010-14) (order approving listing and trading of United States Brent
Oil Fund, LP); and 62527 (July 19, 2010), 75 FR 43606 (July 26,
2010) (order approving listing and trading of United States
Commodity Index Fund).
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The Exchange represents that the Fund will meet the initial and
continued listing requirements applicable to Trust Issued Receipts in
NYSE Arca Equities Rule 8.200 and Commentary .02 thereto. With respect
to application of Rule 10A-3 under the Act,\9\ the Trust will rely on
the exception contained in Rule 10A-3(c)(7).\10\ A minimum of 100,000
Shares will be outstanding as of the start of trading on the Exchange.
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\9\ 17 CFR 240.10A-3.
\10\ 17 CFR 240.10A-3(c)(7).
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Additional details regarding the trading policies of the Fund,
creations and redemptions of the Shares, Oil Interests and other
aspects of the WTI crude oil and Oil Interest markets, investment
risks, Benchmark performance, NAV calculation, the dissemination and
availability of information about the underlying assets, trading halts,
applicable trading rules, surveillance, and the Information Bulletin,
among other things, can be found in the Notice and/or the Registration
Statement, as applicable.\11\
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\11\ See supra notes 3 and 5.
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III. Discussion and Commission's Findings
After careful consideration, the Commission finds that the proposed
rule change to list and trade the Shares is consistent with the
requirements of the Act and the rules and regulations thereunder
applicable to a national securities exchange.\12\ In particular, the
Commission finds that the proposed rule change is consistent with the
requirements of Section 6(b)(5) of the Act,\13\ which requires, among
other things, that the Exchange's rules be 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.
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\12\ In approving this proposed rule change, the Commission
notes that it has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
\13\ 15 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 also consistent with Section 11A(a)(1)(C)(iii) of
the Act,\14\ which sets forth Congress's 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 regarding the Shares will be disseminated through the
facilities of the Consolidated Tape Association (``CTA''), and the
Benchmark will be disseminated by one or more major market data vendors
every 15 seconds during the NYSE Arca Core Trading Session of 9:30 a.m.
to 4 p.m. Eastern Time (``E.T.''). In addition, the Indicative Trust
Value (``ITV'') will be disseminated on a per-Share basis by one or
more major market data vendors every 15 seconds during the NYSE Arca
Core Trading Session.\15\ The Fund will provide Web site disclosure of
portfolio holdings daily and will include, as applicable, the names,
quantity, price, and market value of Financial Instruments \16\ and the
characteristics of such instruments and cash equivalents, and amount of
cash held in the portfolio of the Fund. The closing price and
settlement prices of the Oil Futures Contracts are also readily
available from the NYMEX (https://www.cmegroup.com) and ICE (https://www.theice.com), automated quotation systems, published or other public
sources, or on-line information services such as Bloomberg or Reuters.
The NAV for the Fund will be calculated by the Administrator once a day
and will be disseminated daily to all market participants at the same
time, and the Web site for the Fund (https://www.teucriumoilfund.com)
and/or the Exchange will contain the prospectus and additional data
relating to NAV and other applicable quantitative information.
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\14\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
\15\ The normal trading hours for Oil Futures Contracts on NYMEX
are 9 a.m. to 2:30 p.m. E.T. The ITV will not be updated, and,
therefore, a static ITV will be disseminated, between the close of
trading on NYMEX of Oil Futures Contracts and the close of the NYSE
Arca Core Trading Session. The value of a Share may be influenced by
non-concurrent trading hours between NYSE Arca and the NYMEX and ICE
when the Shares are traded on NYSE Arca after normal trading hours
of Oil Futures Contracts.
\16\ See supra note 4.
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The Commission further believes that the proposal to list and trade
the Shares 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. If the Exchange becomes aware that the NAV with respect to the
Shares is not
[[Page 8801]]
disseminated to all market participants at the same time, it will halt
trading in the Shares until such time as the NAV is available to all
market participants. Further, the Exchange represents that it may halt
trading during the day in which an interruption to the dissemination of
the ITV or the value of the underlying futures contracts occurs. If the
interruption to the dissemination of the ITV or the value of the
underlying futures contracts 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. In addition, the Web site
disclosure of the portfolio composition of the Fund will occur at the
same time as the disclosure by the Sponsor of the portfolio composition
to Authorized Purchasers (as defined in the Registration Statement) so
that all market participants are provided portfolio composition
information at the same time. Therefore, the same portfolio information
will be provided on the public Web site as well as in electronic files
provided to Authorized Purchasers. Accordingly, each investor will have
access to the current portfolio composition of the Fund through the
Fund's Web site. Lastly, the trading of the Shares will be subject to
NYSE Arca Equities Rule 8.200, Commentary .02(e), which sets forth
certain restrictions on ETP Holders \17\ acting as registered Market
Makers \18\ in Trust Issued Receipts to facilitate surveillance.
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\17\ See NYSE Arca Equities Rule 1.1(n) (defining ETP Holder).
\18\ See NYSE Arca Equities Rule 1.1(u) (defining Market Maker).
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The Exchange has represented that the Shares are deemed 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 the following:
(1) The Fund will meet the initial and continued listing
requirements applicable to Trust Issued Receipts in NYSE Arca Equities
Rule 8.200 and Commentary .02 thereto.
(2) The Exchange has appropriate rules to facilitate transactions
in the Shares during all trading sessions.
(3) 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.
(4) With respect to Fund assets traded on exchanges, not more than
10% of the weight of such assets in the aggregate shall consist of
components whose principal trading market is not a member of the
Intermarket Surveillance Group or is a market with which the Exchange
does not have a comprehensive surveillance sharing agreement.
(5) 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 risks involved in trading the Shares during the Opening and Late
Trading Sessions when an updated ITV will not be calculated or publicly
disseminated; (b) the procedures for purchases and redemptions of
Shares (and that Shares are not individually redeemable); (c) 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; (d) how information regarding the ITV 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.
(6) A minimum of 100,000 Shares will be outstanding as of the start
of trading on the Exchange.
(7) With respect to the application of Rule 10A-3 under the Act,
the Trust will rely on the exception contained in Rule 10A-3(c)(7).\19\
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\19\ See supra notes 9 and 10 and accompanying text.
This approval order is based on the Exchange's representations.\20\
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\20\ The Commission notes that it does not regulate the market
for the futures in which the Fund plans to take positions, which is
the responsibility of the CFTC. The CFTC has the authority to set
limits on the positions that any person may take in futures on
commodities. These limits may be directly set by the CFTC, or by the
markets on which the futures are traded. The Commission has no role
in establishing position limits on futures in commodities, even
though such limits could impact a commodity-based exchange-traded
product that is under the jurisdiction of the Commission.
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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.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\21\ that the proposed rule change (SR-NYSEArca-2010-119) be, and
it hereby is, approved.
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\21\ 15 U.S.C. 78f(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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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-3271 Filed 2-14-11; 8:45 am]
BILLING CODE 8011-01-P