Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing of Proposed Rule Change, As Modified By Amendment No. 1 Thereto, To List and Trade of Shares of the Market Vectors Short High-Yield Municipal Index ETF Under NYSE Arca Equities Rule 5.2(j)(3), Commentary .02, 69503-69509 [2013-27667]
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Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
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–ISE–2013–54. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2013–54 and should be submitted on or
before December 10, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–27625 Filed 11–18–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70871; File No. SR–
NYSEArca–2013–118]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change, As Modified By
Amendment No. 1 Thereto, To List and
Trade of Shares of the Market Vectors
Short High-Yield Municipal Index ETF
Under NYSE Arca Equities Rule
5.2(j)(3), Commentary .02
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 October
30, 2013, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the self-regulatory
organization. On November 8, 2013, the
Exchange filed Amendment No. 1 to the
proposed rule change.4 The Commission
is publishing this notice to solicit
comments on the proposed rule change,
as modified by Amendment No. 1
thereto, from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to list and
trade under NYSE Arca Equities Rule
5.2(j)(3), Commentary .02, the shares of
the Market Vectors Short High-Yield
Municipal Index ETF. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
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
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
4 By Amendment No. 1, the Exchange: (1) Deleted
a sentence relating to the Fund holding depositary
receipts and to-be-announced transactions; (2)
added a phrase that states that the Administrator,
through the NSCC, will make available Indicative
Per Share Portfolio Value on a continuous basis
throughout the day; (3) made clarifying changes to
reflect that the Fund will limit itself to holding up
to 15% of its net assets in illiquid assets, not just
illiquid securities; and (4) modified certain crossreferences.
TKELLEY on DSK3SPTVN1PROD with NOTICES
2 15
CFR 200.30–3(a)(12).
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and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
November 14, 2013.
1 15
10 17
69503
Sfmt 4703
The Exchange proposes to list and
trade shares (‘‘Shares’’) of the Market
Vectors Short High Yield Municipal
Index ETF (‘‘Fund’’) under NYSE Arca
Equities Rule 5.2(j)(3), Commentary .02,
which governs the listing and trading of
Investment Company Units (‘‘Units’’)
based on fixed income securities
indexes.5 The Fund is a series of the
Market Vectors ETF Trust (‘‘Trust’’).6
Van Eck Associates Corporation will
be the investment adviser (‘‘Adviser’’)
for the Fund. Van Eck Securities
Corporation will be the Fund’s
distributor (‘‘Distributor’’). Van Eck
Associates Corporation also will be the
administrator for the Fund (the
‘‘Administrator’’), and will be
responsible for certain clerical,
recordkeeping and/or bookkeeping
services. The Bank of New York Mellon
will be the custodian of the Fund’s
assets and provides transfer agency and
fund accounting services to the Fund.
The investment objective of the Fund
will be to seek to replicate as closely as
possible, before fees and expenses, the
price and yield performance of the
Barclays Municipal High Yield Short
Duration Index (the ‘‘Short High Yield
Index’’ or ‘‘Index’’). The Fund
5 The Commission previously has approved a
proposed rule change relating to listing and trading
on the Exchange of Units based on municipal bond
indexes. See Securities Exchange Act Release No.
67985 (October 4, 2012), 77 FR 61804 (October 11,
2012) (SR–NYSEArca–2012–92) (order approving
proposed rule change relating to the listing and
trading of iShares 2018 S&P AMT-Free Municipal
Series and iShares 2019 S&P AMT-Free Municipal
Series under NYSE Arca Equities Rule 5.2(j)(3),
Commentary .02).
6 On August 27, 2012, the Trust filed an
amendment to its registration statement on Form
N–1A under the Securities Act of 1933 (15 U.S.C.
77a) and the Investment Company Act of 1940
(‘‘1940 Act’’) (15 U.S.C. 80a–1) (File Nos. 333–
123257 and 811–10325) (the ‘‘Registration
Statement’’). The description of the operation of the
Trust and the Fund herein is based, in part, on the
Registration Statement. In addition, the
Commission has issued an order granting certain
exemptive relief to the Trust under the 1940 Act.
See Investment Company Act Release No. 28021
(October 24, 2007) (File No. 812–13426)
(‘‘Exemptive Order’’).
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Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
normally 7 will invest at least 80% of its
total assets in securities that compose
the Index. Depositary receipts or to-beannounced transactions (‘‘TBAs’’) 8
representing securities in the Short High
Yield Index may be used by the Fund
in seeking performance that corresponds
to the Short High Yield Index, and in
managing cash flows and may count
towards the Fund’s 80% policy.
The Fund, using a ‘‘passive’’ or
indexing investment approach, will
attempt to approximate the investment
performance of the Index. The Adviser
expects that, over time, the correlation
between the Fund’s performance before
fees and expenses and that of the Index
will be 95% or better. A figure of 100%
would indicate perfect correlation.
Because of the practical difficulties and
expense of purchasing all of the
securities in the Index, the Fund will
not purchase all of the securities in the
Index. Instead, the Adviser will utilize
a ‘‘sampling’’ methodology in seeking to
achieve the Fund’s objective. As such,
the Fund may purchase a subset of the
bonds in the Index in an effort to hold
a portfolio of bonds with generally the
same risk and return characteristics of
the Index.
TKELLEY on DSK3SPTVN1PROD with NOTICES
Other Investments
While the Fund normally will invest
at least 80% of its total assets in
securities that compose the Index, the
Fund may invest its remaining assets in
other financial instruments, as
described below.
The Fund may invest its remaining
assets in securities not included in the
Short High Yield Index, money market
instruments, including repurchase
agreements or other funds which invest
exclusively in money market
instruments, convertible securities,9
structured notes (notes on which the
amount of principal repayment and
interest payments are based on the
7 The word ‘‘normally’’ means, without
limitation, the absence of extreme volatility or
trading halts in the equity markets or the financial
markets generally; operational issues causing
dissemination of inaccurate market information; or
force majeure type events such as systems failure,
natural or man-made disaster, act of God, armed
conflict, act of terrorism, riot or labor disruption or
any similar intervening circumstance.
8 A TBA transaction is a method of trading
mortgage-backed securities. In a TBA transaction,
the buyer and seller agree upon general trade
parameters such as agency, settlement date, par
amount, and price. The actual pools delivered
generally are determined two days prior to the
settlement date.
9 A convertible security is a bond, debenture,
note, preferred stock, right, warrant or other
security that may be converted into or exchanged
for a prescribed amount of common stock or other
security of the same or a different issuer or into
cash within a particular period of time at a
specified price or formula.
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movement of one or more specified
factors, such as the movement of a
particular stock or stock index),10 and
certain derivative instruments that are
mentioned below. The Fund may also
invest, to the extent permitted by the
1940 Act, in other affiliated and
unaffiliated funds, such as open-end or
closed-end management investment
companies, including other exchangetraded funds (‘‘ETFs’’).11
The Fund may invest in repurchase
agreements with commercial banks,
brokers or dealers to generate income
from its excess cash balances and to
invest securities lending cash collateral.
The Fund may use exchange-traded
futures contracts and exchange-traded
or over-the-counter (‘‘OTC’’) options
thereon, together with positions in cash
and money market instruments, to
simulate full investment in the Index.
The Fund may use cleared or noncleared index, interest rate or credit
default swap agreements. Swap
agreements are contracts between
parties in which one party agrees to
make payments to the other party based
on the change in market value or level
of a specified index or asset. The
Adviser represents that currently
interest rate swaps and credit default
swaps on indexes are cleared. However,
credit default swaps on a specific
security are currently uncleared.
The Fund may invest in exchangetraded warrants, which are equity
securities in the form of options issued
by a corporation which give the holder
the right to purchase stock, usually at a
price that is higher than the market
price at the time the warrant is issued.
The Fund may invest in participation
notes, which are issued by banks or
broker-dealers and are designed to offer
a return linked to the performance of a
particular underlying equity security or
market.
The Fund will only enter into
transactions in derivative instruments
with counterparties that the Adviser
10 Structured notes are derivative securities for
which the amount of principal repayment and/or
interest payments is based on the movement of one
or more factors, including, but not limited to,
currency exchange rates, interest rates (such as the
prime lending rate or LIBOR), referenced bonds and
stock indices.
11 For purposes of this filing, ETFs include
Investment Company Units (as described in NYSE
Arca Equities Rule 5.2(j)(3)); Portfolio Depositary
Receipts (as described in NYSE Arca Equities Rule
8.100); and Managed Fund Shares (as described in
NYSE Arca Equities Rule 8.600). The ETFs all will
be listed and traded in the U.S. on registered
exchanges. The Fund may invest in the securities
of ETFs registered under the 1940 Act consistent
with the requirements of Section 12(d)(1) of the
1940 Act, or any rule, regulation or order of the
Commission or interpretation thereof. While the
Fund may invest in inverse ETFs, the Fund will not
invest in leveraged (e.g., 2X, –2X, 3X or –3X) ETFs.
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Frm 00143
Fmt 4703
Sfmt 4703
reasonably believes are capable of
performing under the contract and will
post as collateral as required by the
counterparty.12
The Fund may hold up to an aggregate
amount of 15% of its net assets in
illiquid assets (calculated at the time of
investment), including Rule 144A
securities deemed illiquid by the
Adviser, in accordance with
Commission guidance.13 The Fund will
monitor its portfolio liquidity on an
ongoing basis to determine whether, in
light of current circumstances, an
adequate level of liquidity is being
maintained, and will consider taking
appropriate steps in order to maintain
adequate liquidity if, through a change
in values, net assets, or other
circumstances, more than 15% of the
Fund’s net assets are held in illiquid
assets. Illiquid assets include securities
subject to contractual or other
restrictions on resale and other
instruments that lack readily available
markets as determined in accordance
with Commission staff guidance.14
Description of the Index
The Index is a market size weighted
index composed of publicly traded
municipal bonds that cover the U.S.
12 The Fund will seek, where possible, to use
counterparties, as applicable, whose financial status
is such that the risk of default is reduced; however,
the risk of losses resulting from default is still
possible. The Adviser will evaluate the
creditworthiness of counterparties on a regular
basis. In addition to information provided by credit
agencies, the Adviser will review approved
counterparties using various factors, which may
include the counterparty’s reputation, the Adviser’s
past experience with the counterparty and the
price/market actions of debt of the counterparty.
13 In reaching liquidity decisions, the Adviser
may consider the following factors: The frequency
of trades and quotes for the security; the number of
dealers wishing to purchase or sell the security and
the number of other potential purchasers; dealer
undertakings to make a market in the security; and
the nature of the security and the nature of the
marketplace trades (e.g., the time needed to dispose
of the security, the method of soliciting offers, and
the mechanics of transfer).
14 The Commission has stated that long-standing
Commission guidelines have required open-end
funds to hold no more than 15% of their net assets
in illiquid securities and other illiquid assets. See
Investment Company Act Release No. 28193 (March
11, 2008), 73 FR 14618 (March 18, 2008), footnote
34. See also, Investment Company Act Release No.
5847 (October 21, 1969), 35 FR 19989 (December
31, 1970) (Statement Regarding ‘‘Restricted
Securities’’); Investment Company Act Release No.
18612 (March 12, 1992), 57 FR 9828 (March 20,
1992) (Revisions of Guidelines to Form N–1A). A
fund’s portfolio security is illiquid if it cannot be
disposed of in the ordinary course of business
within seven days at approximately the value
ascribed to it by the fund. See Investment Company
Act Release No. 14983 (March 12, 1986), 51 FR
9773 (March 21, 1986) (adopting amendments to
Rule 2a–7 under the 1940 Act); Investment
Company Act Release No. 17452 (April 23, 1990),
55 FR 17933 (April 30, 1990) (adopting Rule 144A
under the 1933 Act).
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Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
dollar denominated high yield shortterm tax-exempt bond market. The
majority of the Index’s constituents are
from the revenue sector, with some
constituents being from the general
obligation sector. The revenue sector is
divided into industry sectors that
consist of but may not be limited to
electric, health care, transportation,
education, water and sewer, resource
recovery, leasing and special tax. As of
December 31, 2012, the Index consisted
of approximately 1,935 bonds and 530
unique issuers.15
The Index is calculated using a
market value weighting methodology.
Index constituents are capitalizationweighted, based on their current amount
outstanding. The Index tracks the high
yield municipal bond market with a
75% weight in non-investment grade
municipal bonds and a 25% weight in
Baa/BBB-rated investment grade
municipal bonds. It is comprised of
three total return, market size weighted
benchmark indexes with weights as
follows:
—50% weight in Muni High Yield/$100
Million Deal Size Index. To be
included in the Muni High Yield/
$100 Million Deal Size Index, bonds
must be unrated or rated Ba1/BB+ or
lower by at least two of the following
rating agencies if all three rate the
bond: Moody’s Investors Service, Inc.
(‘‘Moody’s’’), Standard & Poor’s, Inc.
(‘‘S&P’’) and Fitch, Inc. (‘‘Fitch’’). If
only two of the three agencies rate the
security, the lower rating is used to
determine index eligibility. If only
one of the three agencies rates a
security, the rating must be Ba1/BB+
or lower. Bonds in the Muni High
Yield/$100 Million Deal Size Index
must have an outstanding par value of
at least $3 million and be issued as
part of a transaction of at least $100
million.
—25% weight in Muni High Yield/
Under $100 Million Deal Size Index.
To be included in the Muni High
Yield/Under $100 Million Deal Size
Index, bonds must be unrated or rated
Ba1/BB+ or lower by at least two of
the following rating agencies if all
three rate the bond: Moody’s, S&P and
TKELLEY on DSK3SPTVN1PROD with NOTICES
15 The
Index is published by Barclays Capital, Inc.
(‘‘Index Provider’’). The Index Provider is a
registered broker-dealer and has implemented a fire
wall with respect to its relevant personnel regarding
access to information concerning the composition
and/or changes to the Index. In addition, the Index
Provider is affiliated with a broker-dealer and has
implemented a fire wall with respect to its brokerdealer affiliate regarding access to information
concerning the composition and/or changes to the
Index. The Index Provider and its broker-dealer
affiliate have implemented procedures designed to
prevent the use and dissemination of material, nonpublic information regarding the Index.
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17:21 Nov 18, 2013
Jkt 232001
Fitch. If only two of the three agencies
rate the security, the lower rating is
used to determine index eligibility. If
only one of the three agencies rates a
security, the rating must be Ba1/BB+
or lower. Bonds in the Muni High
Yield/Under $100 Million Deal Size
Index must have an outstanding par
value of at least $3 million and be
issued as part of a transaction of
under $100 million but over $20
million.
—25% weight in Muni Baa-Rated/$100
Million Deal Size Index. To be
included in the Muni Baa-Rated/$100
Million Deal Size Index, bonds must
have a Barclays Index credit quality
classification between Baa1/BBB+ and
Baa3/BBB¥. Barclays Index credit
quality classification is based on the
three rating agencies, Moody’s, S&P
and Fitch. If two of the three agencies
rate the bond equivalently, then that
rating is used. If all three rate the
bond differently, the middle rating is
used. If only two of the three agencies
rate the security, the lower rating is
used to determine index eligibility. If
only one of the three agencies rates a
security, the rating must be Baa1/
BBB+, Baa2/BBB, or Baa3/BBB¥. The
bonds must have an outstanding par
value of at least $7 million and be
issued as part of a transaction of at
least $100 million. Remarketed issues
are not allowed in the benchmark.
All bonds must have a fixed rate, a
dated-date after December 31, 1990 and
a nominal maturity of 1 to 10 years.
Taxable municipal bonds, bonds with
floating rates and derivatives are
excluded from the Index.
The composition of the Index is
rebalanced monthly. Interest and
principal payments earned by the
component securities are held in the
Index without a reinvestment return
until month end when they are removed
from the Index. Qualifying securities
issued, but not necessarily settled, on or
before the month end rebalancing date
qualify for inclusion in the Index in the
following month.
Total returns are calculated based on
the sum of price changes, gain/loss on
repayments of principal, and coupons
received or accrued, expressed as a
percentage of beginning market value.
The Index is calculated and is available
once a day.
The Exchange is submitting this
proposed rule change because the Index
for the Fund does not meet all of the
‘‘generic’’ listing requirements of
Commentary .02(a) to NYSE Arca
Equities Rule 5.2(j)(3) applicable to the
listing of Units based on fixed income
securities indexes. The Index meets all
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Fmt 4703
Sfmt 4703
69505
such requirements except for those set
forth in Commentary .02(a)(2).16
Specifically, as of November 27, 2012,
15.66% of the weight of the Index
components have a minimum original
principal amount outstanding of $100
million or more.
As of November 27, 2012, 72.21% of
the weight of the Index components was
composed of individual maturities that
were part of an entire municipal bond
offering with a minimum original
principal amount outstanding of $100
million or more for all maturities of the
offering. In addition, the total dollar
amount outstanding of issues in the
Index was approximately $757 billion
and the average dollar amount
outstanding of issues in the Index was
approximately $394 million. Further,
the most heavily weighted component
represents 2.67% of the weight of the
Index and the five most heavily
weighted components represent 10.67%
of the weight of the Index.17 Therefore,
the Exchange believes that,
notwithstanding that the Index does not
satisfy the criterion in NYSE Arca
Equities Rule 5.2(j)(3), Commentary
.02 (a)(2), the Index is sufficiently
broad-based to deter potential
manipulation, given that it is composed
of approximately 1,935 issues and 530
unique issuers. In addition, the Index
securities are sufficiently liquid to deter
potential manipulation in that a
substantial portion (72.21%) of the
Index weight is composed of maturities
that are part of a minimum original
principal amount outstanding of $100
million or more, and in view of the
substantial total dollar amount
outstanding and the average dollar
amount outstanding of Index issues, as
referenced above.
In addition, the average daily notional
trading volume for Index components
for the period from October 31, 2011 to
October 31, 2012 was $2,839,895 and
the sum of the notional trading volumes
for the same period was $5,480,997,730.
The Index value, calculated and
disseminated at least once daily, as well
as the components of the Index and
their percentage weighting, will be
16 Commentary .02(a)(2) to NYSE Arca Equities
Rule 5.2(j)(3) provides that components that in the
aggregate account for at least 75% of the weight of
the index or portfolio each shall have a minimum
original principal amount outstanding of $100
million or more.
17 Commentary .02(a)(4) to NYSE Arca Equities
Rule 5.2(j)(3) provides that no component fixedincome security (excluding Treasury Securities and
GSE Securities, as defined therein) shall represent
more than 30% of the weight of the index or
portfolio, and the five most heavily weighted
component fixed-income securities in the index or
portfolio shall not in the aggregate account for more
than 65% of the weight of the index or portfolio.
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Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
available from major market data
vendors. In addition, the portfolio of
securities held by the Fund will be
disclosed daily on the Fund’s Web site
at www.marketvectorsetfs.com.
The Exchange represents that: (1)
Except for Commentary .02(a)(2) to
NYSE Arca Equities Rule 5.2(j)(3), the
Shares of the Fund currently satisfy all
of the generic listing standards under
NYSE Arca Equities Rule 5.2(j)(3); (2)
the continued listing standards under
NYSE Arca Equities Rules 5.2(j)(3) and
5.5(g)(2) applicable to Units shall apply
to the Shares; and (3) the Trust is
required to comply with Rule 10A–3
under the Act 18 for the initial and
continued listing of the Shares. In
addition, the Exchange represents that
the Shares will comply with all other
requirements applicable to Units
including, but not limited to,
requirements relating to the
dissemination of key information such
as the value of the Index and the
applicable Intraday Indicative Value
(‘‘IIV’’),19 rules governing the trading of
equity securities, trading hours, trading
halts, surveillance, and the Information
Bulletin to Equity Trading Permit
Holders (‘‘ETP Holders’’), as set forth in
Exchange rules applicable to Units and
prior Commission orders approving the
generic listing rules applicable to the
listing and trading of Units.20
The current value of the Index will be
widely disseminated by one or more
major market data vendors at least once
per day, as required by NYSE Arca
Equities Rule 5.2(j)(3), Commentary .02
(b)(ii). The IIV for Shares of the Fund
will be disseminated by one or more
major market data vendors, updated at
least every 15 seconds during the
Exchange’s Core Trading Session, as
required by NYSE Arca Equities Rule
5.2(j)(3), Commentary .02 (c).
Creation and Redemption of Shares
According to the Registration
Statement, the Fund will issue and sell
18 17
CFR 240.10A–3.
IIV will be widely disseminated by one or
more major market data vendors at least every 15
seconds during the Exchange’s Core Trading
Session of 9:30 a.m. to 4:00 p.m., Eastern time.
Currently, it is the Exchange’s understanding that
several major market data vendors display and/or
make widely available IIVs taken from the
Consolidated Tape Association (‘‘CTA’’) or other
data feeds.
20 See, e.g., Securities Exchange Act Release Nos.
55783 (May 17, 2007), 72 FR 29194 (May 24, 2007)
(SR–NYSEArca–2007–36) (order approving NYSE
Arca generic listing standards for Units based on a
fixed income index); 44551 (July 12, 2001), 66 FR
37716 (July 19, 2001) (SR–PCX–2001–14) (order
approving generic listing standards for Units and
Portfolio Depositary Receipts); 41983 (October 6,
1999), 64 FR 56008 (October 15, 1999) (SR–PCX–
98–29) (order approving rules for listing and trading
of Units).
TKELLEY on DSK3SPTVN1PROD with NOTICES
19 The
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Jkt 232001
Shares only in ‘‘Creation Units’’ of
100,000 Shares or multiples thereof on
a continuous basis through the
Distributor, without an initial sales load,
at their net asset value (‘‘NAV’’) next
determined after receipt, on any
business day, of an order in proper
form.
The consideration for a purchase of
Creation Units generally will consist of
cash, in-kind, or a combination of cash
and in-kind. The in-kind purchase of
Creation Units will consist of the
deposit of a designated portfolio of fixed
income securities (the ‘‘Deposit
Securities’’) that compose the Index and
an amount of cash computed as
described below (the ‘‘Cash
Component’’) or, as permitted or
required by the Fund, of the cash value
of the Deposit Securities (the ‘‘Deposit
Cash’’) and the Cash Component
computed as described below. When
accepting purchases of Creation Units
for cash, the Fund may incur additional
costs associated with the acquisition of
Deposit Securities.
The Cash Component together with
the Deposit Securities or the Deposit
Cash, as applicable, are referred to as
the ‘‘Fund Deposit,’’ which represents
the minimum initial and subsequent
investment amount for Shares. The
specified Deposit Securities generally
will correspond, pro rata, to the extent
practicable, to the component securities
of the Fund’s portfolio. The Cash
Component represents the difference
between the NAV of a Creation Unit and
the market value of Deposit Securities
and may include a ‘‘Dividend
Equivalent Payment’’. The Dividend
Equivalent Payment will enable the
Fund to make a complete distribution of
dividends on the next dividend
payment date, and is an amount equal,
on a per Creation Unit basis, to the
dividends on all the securities held by
the Fund (‘‘Fund Securities’’) with exdividend dates within the accumulation
period for such distribution (the
‘‘Accumulation Period’’), net of
expenses and liabilities for such period,
as if all of the Fund Securities had been
held by the Trust for the entire
Accumulation Period. The
Accumulation Period begins on the exdividend date for the Fund and ends on
the next ex-dividend date.
The Trust may determine to issue
Shares on an all cash basis (i.e., in
exchange for the Deposit Cash and the
Cash Component) if the Trust and the
Adviser believe such method would
substantially minimize the Fund’s
transactional costs or would enhance
the Fund’s operational efficiencies. This
may occur on days when a substantial
PO 00000
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rebalancing of the Fund’s portfolio is
required.
The Administrator, through the
National Securities Clearing Corporation
(‘‘NSCC’’), will make available on each
business day, immediately prior to the
opening of business on the Exchange
(currently 9:30 a.m. Eastern time), the
list of the names and the required
principal amounts of each Deposit
Security to be included in the current
Fund Deposit (based on information at
the end of the previous business day) as
well as the Cash Component for the
Fund. Such Fund Deposit is applicable,
subject to any adjustments as described
in the Registration Statement, in order
to effect creations of Creation Units of
the Fund until such time as the nextannounced Deposit Securities
composition or the required amount of
Deposit Cash, as applicable, is made
available.
In addition to the list of names and
numbers of securities constituting the
current Deposit Securities of a Fund
Deposit, the Administrator, through the
NSCC, also will make available (i) on
each business day, the Dividend
Equivalent Payment, if any, and the
estimated Cash Component effective
through and including the previous
business day, per outstanding Shares of
the Fund, and (ii) on a continuous basis
throughout the day, the Indicative Per
Share Portfolio Value.
All orders to create Creation Units
must be placed in multiples of 100,000
Shares of the Fund. All orders to create
Creation Units must be received by the
Distributor no later than the closing
time of the close of the NYSE Core
Trading Session NYSE Arca (‘‘Closing
Time’’, ordinarily 4:00 p.m. Eastern
time) on the date such order is placed
in order for creation of Creation Units to
be effected based on the NAV of the
Fund as determined on such date.
Shares may be redeemed only in
Creation Units at their NAV next
determined after receipt of a redemption
request in proper form by the
Distributor, only on a business day and
only through a ‘‘Participating Party’’ or
Depository Trust Company (‘‘DTC’’)
Participant who has executed a
‘‘Participant Agreement’’, as described
in the Registration Statement. The Trust
will not redeem Shares in amounts less
than Creation Units.
The Administrator, through NSCC,
will make available immediately prior
to the opening of business on the
Exchange (currently 9:30 a.m. Eastern
time) on each day that the Exchange is
open for business, the Fund Securities
that will be delivered to satisfy (subject
to possible amendment or correction)
redemption requests received in proper
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form (as defined below) on that day. The
Fund Securities generally will
correspond, pro rata, to the extent
practicable, to the component securities
of the Fund’s portfolio. If the Trust
determines, based on information
available to the Trust when a
redemption request is submitted by an
Authorized Participant, that (i) the short
interest of the Fund in the marketplace
is greater than or equal to 100% and (ii)
redemption orders in the aggregate from
all Authorized Participants on a
business day represent 25% or more of
the outstanding Shares of the Fund,
such Authorized Participant will be
required to verify to the Trust the
accuracy of its representations that are
deemed to have been made by
submitting a request for redemption. If,
after receiving notice of the verification
requirement, the Authorized Participant
does not verify the accuracy of its
representations that are deemed to have
been made by submitting a request for
redemption in accordance with this
requirement, its redemption request will
be considered not to have been received
in proper form.
Unless cash redemptions are
permitted or required for the Fund, the
redemption proceeds for a Creation Unit
generally will consist of Fund Securities
as announced by the Administrator on
the business day of the request for
redemption, plus cash in an amount
equal to the difference between the NAV
of the Shares being redeemed, as next
determined after a receipt of a request
in proper form, and the value of the
Fund Securities, less the redemption
transaction fee and variable fees
described below. An Authorized
Participant may receive the cash
equivalent of one or more Fund
Securities because it was restricted from
transacting in one or more Fund
Securities. Should the Fund Securities
have a value greater than the NAV of the
Shares being redeemed, a compensating
cash payment to the Trust equal to the
differential plus the applicable
redemption transaction fee will be
required to be arranged for by or on
behalf of the redeeming shareholder.
The Fund reserves the right to honor a
redemption request by delivering a
basket of securities or cash that differs
from the Fund Securities.
Orders to redeem Creation Units of
the Fund must be delivered through a
DTC Participant that has executed the
Participant Agreement with the
Distributor and with the Trust. A DTC
Participant who wishes to place an
order for redemption of Creation Units
of the Fund to be effected need not be
a Participating Party, but such orders
must state that redemption of Creation
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17:21 Nov 18, 2013
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Units of the Fund will instead be
effected through transfer of Creation
Units of the Fund directly through DTC.
An order to redeem Creation Units of
the Fund will be deemed received by
the Administrator on the ‘‘Transmittal
Date’’ if (i) such order is received by the
Administrator not later than 4:00 p.m.
Eastern time on such Transmittal Date;
(ii) such order is preceded or
accompanied by the requisite number of
Shares of Creation Units specified in
such order, which delivery must be
made through DTC to the Administrator
no later than 11:00 a.m. Eastern time, on
such Transmittal Date (the ‘‘DTC CutOff-Time’’); and (iii) all other
procedures set forth in the Participant
Agreement are properly followed.
A standard creation and redemption
transaction fee will be imposed to offset
transfer and other transaction costs that
may be incurred by the Fund.
All persons creating and redeeming
Shares during a business day will be
treated in the same manner with respect
to payment of proceeds in-kind, in cash,
or in a combination thereof.
Detailed descriptions of the Fund, the
Index, procedures for creating and
redeeming Shares, transaction fees and
expenses, dividends, distributions,
taxes, risks, and reports to be distributed
to beneficial owners of the Shares can
be found in the Registration Statements
or on the Web site for the Fund
(www.marketvectorsetfs.com), as
applicable.
2. Statutory Basis
The basis under the Act for this
proposed rule change is the requirement
under Section 6(b)(5) 21 that an
exchange have rules that are designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to remove
impediments to, and perfect the
mechanism of a free and open market
and, in general, to protect investors and
the public interest.
The Exchange believes that the
proposed rule change is designed to
prevent fraudulent and manipulative
acts and practices in that the Shares will
be listed and traded on the Exchange
pursuant to the initial and continued
listing criteria in NYSE Arca Equities
Rule 5.2(j)(3). The Exchange represents
that trading in the Shares will be subject
to the existing trading surveillances,
administered by the Financial Industry
Regulatory Authority (‘‘FINRA’’) on
behalf of the Exchange, which are
designed to detect violations of
Exchange rules and applicable federal
21 15
PO 00000
U.S.C. 78f(b)(5).
Frm 00146
Fmt 4703
Sfmt 4703
69507
securities laws.22 The Exchange
represents that these 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. The
surveillances referred to above generally
focus on detecting securities trading
outside their normal patterns, which
could be indicative of manipulative or
other violative activity. When such
situations are detected, surveillance
analysis follows and investigations are
opened, where appropriate, to review
the behavior of all relevant parties for
all relevant trading violations. FINRA,
on behalf of the Exchange, will
communicate as needed regarding
trading in the Shares with other markets
that are members of the Intermarket
Surveillance Group (‘‘ISG’’) or with
which the Exchange has in place a
comprehensive surveillance sharing
agreement. The Index Provider is not a
broker-dealer or affiliated with a brokerdealer and has implemented procedures
designed to prevent the use and
dissemination of material, non-public
information regarding the Index. As of
December 31, 2012, there were
approximately 1935 issues in the Index.
The Index meets all such requirements
except for those set forth in
Commentary .02(a)(2).23 Specifically, as
of November 27, 2012, 15.66% of the
weight of the Index components have a
minimum original principal amount
outstanding of $100 million or more.
As of November 27, 2012, 72.21% of
the weight of the Index components was
composed of individual maturities that
were part of an entire municipal bond
offering with a minimum original
principal amount outstanding of $100
million or more for all maturities of the
offering. In addition, the total dollar
amount outstanding of issues in the
Index was approximately $757 billion
and the average dollar amount
outstanding of issues in the Index was
approximately $394 million. Further,
the most heavily weighted component
represents 2.67% of the weight of the
Index and the five most heavily
weighted components represent 10.67%
of the weight of the Index.24 Therefore,
the Exchange believes that,
notwithstanding that the Index does not
satisfy the criterion in NYSE Arca
Equities Rule 5.2(j)(3), Commentary
.02 (a)(2), the Index is sufficiently
22 FINRA surveils trading on the Exchange
pursuant to a regulatory services agreement. The
Exchange is responsible for FINRA’s performance
under this regulatory services agreement.
23 See note 15 [sic] and accompanying text, supra.
24 See note 16 [sic], supra.
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69508
Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
broad-based to deter potential
manipulation, given that it is composed
of approximately 1,935 issues. In
addition, the Index securities are
sufficiently liquid to deter potential
manipulation in that a substantial
portion (72.21%) of the Index weight is
composed of maturities that are part of
a minimum original principal amount
outstanding of $100 million or more,
and in view of the substantial total
dollar amount outstanding and the
average dollar amount outstanding of
Index issues, as referenced above. In
addition, the average daily notional
trading volume for Index components
for the period from October 31, 2011 to
October 31, 2012 was $2,839,895.20 and
the sum of the notional trading volumes
for the same period was approximately
$5,480,997,730. The Index value,
calculated and disseminated at least
once daily, as well as the components
of the Index and their respective
percentage weightings, will be available
from major market data vendors. In
addition, the portfolio of securities held
by the Fund will be disclosed on the
Fund’s Web site. The IIV for Shares of
the Fund will be disseminated by one or
more major market data vendors,
updated at least every 15 seconds
during the Exchange’s Core Trading
Session, According to the Registration
Statements, The Adviser represents that
bonds that share similar characteristics
tend to trade similarly to one another;
therefore, within these categories, the
issues may be considered fungible from
a portfolio management perspective.
Within a single municipal bond issuer,
the Adviser represents that separate
issues by the same issuer are also likely
to trade similarly to one another. In
addition, the Adviser represents that
individual CUSIPs within the Index that
share characteristics with other CUSIPs
have a high yield to maturity
correlation, and frequently have a
correlation of one or close to one.
The proposed rule change is designed
to promote just and equitable principles
of trade and to protect investors and the
public interest. In addition, a large
amount of information is publicly
available regarding the Fund and the
Shares, thereby promoting market
transparency. The Fund’s portfolio
holdings will be disclosed on the Fund’s
Web site daily after the close of trading
on the Exchange and prior to the
opening of trading on the Exchange the
following day. Moreover, the IIV will be
widely disseminated by one or more
major market data vendors at least every
15 seconds during the Exchange’s Core
Trading Session. The current value of
the Index will be disseminated by one
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17:21 Nov 18, 2013
Jkt 232001
or more major market data vendors at
least once per day. Information
regarding market price and trading
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
quotation and last sale information will
be available via the CTA high-speed
line. The Web site for the Fund will
include the prospectus for the Fund and
additional data relating to NAV and
other applicable quantitative
information. Moreover, 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. If the Exchange
becomes aware that the NAV is not
being 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. With respect to trading
halts, the Exchange may consider all
relevant factors in exercising its
discretion to halt or suspend trading in
the Shares of the Fund. Trading also
may be halted because of market
conditions or for reasons that, in the
view of the Exchange, make trading in
the Shares inadvisable. If the IIV or the
Index values are not being disseminated
as required, the Corporation may halt
trading during the day in which the
interruption to the dissemination of the
applicable IIV or Index value occurs. If
the interruption to the dissemination of
the applicable IIV or Index value
persists past the trading day in which it
occurred, the Corporation will halt
trading. Trading in Shares of the Fund
will be halted if the circuit breaker
parameters in NYSE Arca Equities Rule
7.12 have been reached or because of
market conditions or for reasons that, in
the view of the Exchange, make trading
in the Shares inadvisable, and trading in
the Shares will be subject to NYSE Arca
Equities Rule 7.34, which sets forth
circumstances under which Shares of
the Fund may be halted. In addition,
investors will have ready access to
information regarding the IIV, and
quotation and last sale information for
the Shares.
The proposed rule change is designed
to perfect the mechanism of a free and
open market and, in general, to protect
investors and the public interest in that
it will facilitate the listing and trading
of an additional type of exchange-traded
product that will enhance competition
among market participants, to the
benefit of investors and the marketplace.
As noted above, the Exchange has in
place surveillance procedures relating to
PO 00000
Frm 00147
Fmt 4703
Sfmt 4703
trading in the Shares and may obtain
information via ISG from other
exchanges that are members of ISG or
with which the Exchange has entered
into a comprehensive surveillance
sharing agreement. In addition,
investors will have ready access to
information regarding the IIV and
quotation and last sale information for
the Shares.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purpose of the Act. The Exchange
notes that the proposed rule change will
facilitate the listing and trading of an
additional type of exchange-traded
product that holds municipal bonds and
that will enhance competition among
market participants, to the benefit of
investors and the marketplace.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
(A) By order approve or disapprove
the proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File No. SR–
NYSEArca–2013–118 on the subject
line.
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Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File No.
SR–NYSEArca–2013–118. This file
number should be included on the
subject line if email 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
Web site (https://www.sec.gov/rules/
sro.shtml). Copies of the submission, all
subsequent amendments, all written
statements with respect to the proposed
rule change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 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 No. SR–NYSEArca–
2013–118 and should be submitted on
or before December 10, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–27667 Filed 11–18–13; 8:45 am]
TKELLEY on DSK3SPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70865; File No. SR–BATS–
2013–057]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend the BATS
Competitive Liquidity Provider
Program
November 13, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
12, 2013, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend Interpretation and Policy .02 to
Rule 11.8, entitled ‘‘Competitive
Liquidity Provider Program.’’
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, 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
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On August 30, 2011, the Exchange
received approval of rules applicable to
1 15
25 17
CFR 200.30–3(a)(12).
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17:21 Nov 18, 2013
2 17
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PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00148
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69509
the qualification, listing and delisting of
securities of issuers on the Exchange.3
More recently, the Exchange received
approval to operate a program that is
designed to incentivize certain market
makers registered with the Exchange as
Competitive Liquidity Providers
(‘‘CLPs’’) to enhance liquidity on the
Exchange in Exchange-listed securities
(the ‘‘Competitive Liquidity Provider
Program’’ or ‘‘CLP Program’’).4 The
Exchange subsequently adopted
financial incentives for the CLP
Program5 and thereafter amended
certain of the financial incentives and
criteria for the CLP Program.6
The purpose of this filing is to modify
Interpretation and Policy .02 of Rule
11.8 regarding certain details around the
implementation of the CLP Program.
Specifically, effective December 1, 2013,
the Exchange proposes to: (1) Award up
to three CLPs, or more in the case of a
tie, at each size event test (‘‘SET’’) with
credits (‘‘SET Credits’’) based on their
rank in aggregate size at the NBB or
NBO at the time of the SET; (2) base the
allocation of daily financial rewards on
the number of SET Credits awarded to
CLPs; (3) change the allocation of the
daily financial rewards to a set dollar
value per CLP in each class of security;
and (4) make certain cleanup and
clarifying changes to Interpretation and
Policy .02 to Rule 11.8.
Increasing Winning SETs and Awarding
SET Credits
The Exchange is proposing to award
Winning Bid SETs7 and Winning Offer
SETs8 (collectively, ‘‘Winning SETs’’)
along with SET Credits to at least three
CLPs each for the bid (‘‘Bid SET
Credits’’) and offer (‘‘Offer SET Credits’’)
based on a CLP’s rank in aggregate size
at the NBB or NBO at the time of a SET.
Currently, only the CLP with the
greatest aggregate size at the NBB and
the CLP with the greatest aggregate size
at the NBO at the time of a SET are
considered to have a Winning Bid SET
and a Winning Offer SET, respectively.
3 See Securities Exchange Act Release No. 65225
(August 30, 2011), 76 FR 55148 (September 6, 2011)
(SR–BATS–2011–018).
4 See Securities Exchange Act Release No. 66307
(February 2, 2012), 77 FR 6608 (February 8, 2012)
(SR–BATS–2011–051).
5 See Securities Exchange Act Release No. 66427
(February 21, 2012), 77 FR 11608 (February 27,
2012) (SR–BATS–2012–011).
6 See Securities Exchange Act Release Nos. 67854
(September 13, 2012), 77 FR 58198 (September 19,
2012) (SR–BATS–2012–036) and 69190 (March 20
2013), 78 FR 18384 (March 26, 2013) (SR–BATS–
2013–005).
7 As defined in Interpretation and Policy .02 (g)(1)
to BATS Rule 11.8.
8 Id.
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Agencies
[Federal Register Volume 78, Number 223 (Tuesday, November 19, 2013)]
[Notices]
[Pages 69503-69509]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-27667]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70871; File No. SR-NYSEArca-2013-118]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
of Proposed Rule Change, As Modified By Amendment No. 1 Thereto, To
List and Trade of Shares of the Market Vectors Short High-Yield
Municipal Index ETF Under NYSE Arca Equities Rule 5.2(j)(3), Commentary
.02
November 14, 2013.
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 October 30, 2013, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I and II
below, which Items have been prepared by the self-regulatory
organization. On November 8, 2013, the Exchange filed Amendment No. 1
to the proposed rule change.\4\ The Commission is publishing this
notice to solicit comments on the proposed rule change, as modified by
Amendment No. 1 thereto, from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
\4\ By Amendment No. 1, the Exchange: (1) Deleted a sentence
relating to the Fund holding depositary receipts and to-be-announced
transactions; (2) added a phrase that states that the Administrator,
through the NSCC, will make available Indicative Per Share Portfolio
Value on a continuous basis throughout the day; (3) made clarifying
changes to reflect that the Fund will limit itself to holding up to
15% of its net assets in illiquid assets, not just illiquid
securities; and (4) modified certain cross-references.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to list and trade under NYSE Arca Equities
Rule 5.2(j)(3), Commentary .02, the shares of the Market Vectors Short
High-Yield Municipal Index ETF. The text of the proposed rule change is
available on the Exchange's Web site at www.nyse.com, at the principal
office of the Exchange, 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 and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to list and trade shares (``Shares'') of the
Market Vectors Short High Yield Municipal Index ETF (``Fund'') under
NYSE Arca Equities Rule 5.2(j)(3), Commentary .02, which governs the
listing and trading of Investment Company Units (``Units'') based on
fixed income securities indexes.\5\ The Fund is a series of the Market
Vectors ETF Trust (``Trust'').\6\
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\5\ The Commission previously has approved a proposed rule
change relating to listing and trading on the Exchange of Units
based on municipal bond indexes. See Securities Exchange Act Release
No. 67985 (October 4, 2012), 77 FR 61804 (October 11, 2012) (SR-
NYSEArca-2012-92) (order approving proposed rule change relating to
the listing and trading of iShares 2018 S&P AMT-Free Municipal
Series and iShares 2019 S&P AMT-Free Municipal Series under NYSE
Arca Equities Rule 5.2(j)(3), Commentary .02).
\6\ On August 27, 2012, the Trust filed an amendment to its
registration statement on Form N-1A under the Securities Act of 1933
(15 U.S.C. 77a) and the Investment Company Act of 1940 (``1940
Act'') (15 U.S.C. 80a-1) (File Nos. 333-123257 and 811-10325) (the
``Registration Statement''). The description of the operation of the
Trust and the Fund herein is based, in part, on the Registration
Statement. In addition, the Commission has issued an order granting
certain exemptive relief to the Trust under the 1940 Act. See
Investment Company Act Release No. 28021 (October 24, 2007) (File
No. 812-13426) (``Exemptive Order'').
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Van Eck Associates Corporation will be the investment adviser
(``Adviser'') for the Fund. Van Eck Securities Corporation will be the
Fund's distributor (``Distributor''). Van Eck Associates Corporation
also will be the administrator for the Fund (the ``Administrator''),
and will be responsible for certain clerical, recordkeeping and/or
bookkeeping services. The Bank of New York Mellon will be the custodian
of the Fund's assets and provides transfer agency and fund accounting
services to the Fund.
The investment objective of the Fund will be to seek to replicate
as closely as possible, before fees and expenses, the price and yield
performance of the Barclays Municipal High Yield Short Duration Index
(the ``Short High Yield Index'' or ``Index''). The Fund
[[Page 69504]]
normally \7\ will invest at least 80% of its total assets in securities
that compose the Index. Depositary receipts or to-be-announced
transactions (``TBAs'') \8\ representing securities in the Short High
Yield Index may be used by the Fund in seeking performance that
corresponds to the Short High Yield Index, and in managing cash flows
and may count towards the Fund's 80% policy.
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\7\ The word ``normally'' means, without limitation, the absence
of extreme volatility or trading halts in the equity markets or the
financial markets generally; operational issues causing
dissemination of inaccurate market information; or force majeure
type events such as systems failure, natural or man-made disaster,
act of God, armed conflict, act of terrorism, riot or labor
disruption or any similar intervening circumstance.
\8\ A TBA transaction is a method of trading mortgage-backed
securities. In a TBA transaction, the buyer and seller agree upon
general trade parameters such as agency, settlement date, par
amount, and price. The actual pools delivered generally are
determined two days prior to the settlement date.
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The Fund, using a ``passive'' or indexing investment approach, will
attempt to approximate the investment performance of the Index. The
Adviser expects that, over time, the correlation between the Fund's
performance before fees and expenses and that of the Index will be 95%
or better. A figure of 100% would indicate perfect correlation. Because
of the practical difficulties and expense of purchasing all of the
securities in the Index, the Fund will not purchase all of the
securities in the Index. Instead, the Adviser will utilize a
``sampling'' methodology in seeking to achieve the Fund's objective. As
such, the Fund may purchase a subset of the bonds in the Index in an
effort to hold a portfolio of bonds with generally the same risk and
return characteristics of the Index.
Other Investments
While the Fund normally will invest at least 80% of its total
assets in securities that compose the Index, the Fund may invest its
remaining assets in other financial instruments, as described below.
The Fund may invest its remaining assets in securities not included
in the Short High Yield Index, money market instruments, including
repurchase agreements or other funds which invest exclusively in money
market instruments, convertible securities,\9\ structured notes (notes
on which the amount of principal repayment and interest payments are
based on the movement of one or more specified factors, such as the
movement of a particular stock or stock index),\10\ and certain
derivative instruments that are mentioned below. The Fund may also
invest, to the extent permitted by the 1940 Act, in other affiliated
and unaffiliated funds, such as open-end or closed-end management
investment companies, including other exchange-traded funds
(``ETFs'').\11\
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\9\ A convertible security is a bond, debenture, note, preferred
stock, right, warrant or other security that may be converted into
or exchanged for a prescribed amount of common stock or other
security of the same or a different issuer or into cash within a
particular period of time at a specified price or formula.
\10\ Structured notes are derivative securities for which the
amount of principal repayment and/or interest payments is based on
the movement of one or more factors, including, but not limited to,
currency exchange rates, interest rates (such as the prime lending
rate or LIBOR), referenced bonds and stock indices.
\11\ For purposes of this filing, ETFs include Investment
Company Units (as described in NYSE Arca Equities Rule 5.2(j)(3));
Portfolio Depositary Receipts (as described in NYSE Arca Equities
Rule 8.100); and Managed Fund Shares (as described in NYSE Arca
Equities Rule 8.600). The ETFs all will be listed and traded in the
U.S. on registered exchanges. The Fund may invest in the securities
of ETFs registered under the 1940 Act consistent with the
requirements of Section 12(d)(1) of the 1940 Act, or any rule,
regulation or order of the Commission or interpretation thereof.
While the Fund may invest in inverse ETFs, the Fund will not invest
in leveraged (e.g., 2X, -2X, 3X or -3X) ETFs.
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The Fund may invest in repurchase agreements with commercial banks,
brokers or dealers to generate income from its excess cash balances and
to invest securities lending cash collateral.
The Fund may use exchange-traded futures contracts and exchange-
traded or over-the-counter (``OTC'') options thereon, together with
positions in cash and money market instruments, to simulate full
investment in the Index.
The Fund may use cleared or non-cleared index, interest rate or
credit default swap agreements. Swap agreements are contracts between
parties in which one party agrees to make payments to the other party
based on the change in market value or level of a specified index or
asset. The Adviser represents that currently interest rate swaps and
credit default swaps on indexes are cleared. However, credit default
swaps on a specific security are currently uncleared.
The Fund may invest in exchange-traded warrants, which are equity
securities in the form of options issued by a corporation which give
the holder the right to purchase stock, usually at a price that is
higher than the market price at the time the warrant is issued.
The Fund may invest in participation notes, which are issued by
banks or broker-dealers and are designed to offer a return linked to
the performance of a particular underlying equity security or market.
The Fund will only enter into transactions in derivative
instruments with counterparties that the Adviser reasonably believes
are capable of performing under the contract and will post as
collateral as required by the counterparty.\12\
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\12\ The Fund will seek, where possible, to use counterparties,
as applicable, whose financial status is such that the risk of
default is reduced; however, the risk of losses resulting from
default is still possible. The Adviser will evaluate the
creditworthiness of counterparties on a regular basis. In addition
to information provided by credit agencies, the Adviser will review
approved counterparties using various factors, which may include the
counterparty's reputation, the Adviser's past experience with the
counterparty and the price/market actions of debt of the
counterparty.
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The Fund may hold up to an aggregate amount of 15% of its net
assets in illiquid assets (calculated at the time of investment),
including Rule 144A securities deemed illiquid by the Adviser, in
accordance with Commission guidance.\13\ The Fund will monitor its
portfolio liquidity on an ongoing basis to determine whether, in light
of current circumstances, an adequate level of liquidity is being
maintained, and will consider taking appropriate steps in order to
maintain adequate liquidity if, through a change in values, net assets,
or other circumstances, more than 15% of the Fund's net assets are held
in illiquid assets. Illiquid assets include securities subject to
contractual or other restrictions on resale and other instruments that
lack readily available markets as determined in accordance with
Commission staff guidance.\14\
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\13\ In reaching liquidity decisions, the Adviser may consider
the following factors: The frequency of trades and quotes for the
security; the number of dealers wishing to purchase or sell the
security and the number of other potential purchasers; dealer
undertakings to make a market in the security; and the nature of the
security and the nature of the marketplace trades (e.g., the time
needed to dispose of the security, the method of soliciting offers,
and the mechanics of transfer).
\14\ The Commission has stated that long-standing Commission
guidelines have required open-end funds to hold no more than 15% of
their net assets in illiquid securities and other illiquid assets.
See Investment Company Act Release No. 28193 (March 11, 2008), 73 FR
14618 (March 18, 2008), footnote 34. See also, Investment Company
Act Release No. 5847 (October 21, 1969), 35 FR 19989 (December 31,
1970) (Statement Regarding ``Restricted Securities''); Investment
Company Act Release No. 18612 (March 12, 1992), 57 FR 9828 (March
20, 1992) (Revisions of Guidelines to Form N-1A). A fund's portfolio
security is illiquid if it cannot be disposed of in the ordinary
course of business within seven days at approximately the value
ascribed to it by the fund. See Investment Company Act Release No.
14983 (March 12, 1986), 51 FR 9773 (March 21, 1986) (adopting
amendments to Rule 2a-7 under the 1940 Act); Investment Company Act
Release No. 17452 (April 23, 1990), 55 FR 17933 (April 30, 1990)
(adopting Rule 144A under the 1933 Act).
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Description of the Index
The Index is a market size weighted index composed of publicly
traded municipal bonds that cover the U.S.
[[Page 69505]]
dollar denominated high yield short-term tax-exempt bond market. The
majority of the Index's constituents are from the revenue sector, with
some constituents being from the general obligation sector. The revenue
sector is divided into industry sectors that consist of but may not be
limited to electric, health care, transportation, education, water and
sewer, resource recovery, leasing and special tax. As of December 31,
2012, the Index consisted of approximately 1,935 bonds and 530 unique
issuers.\15\
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\15\ The Index is published by Barclays Capital, Inc. (``Index
Provider''). The Index Provider is a registered broker-dealer and
has implemented a fire wall with respect to its relevant personnel
regarding access to information concerning the composition and/or
changes to the Index. In addition, the Index Provider is affiliated
with a broker-dealer and has implemented a fire wall with respect to
its broker-dealer affiliate regarding access to information
concerning the composition and/or changes to the Index. The Index
Provider and its broker-dealer affiliate have implemented procedures
designed to prevent the use and dissemination of material, non-
public information regarding the Index.
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The Index is calculated using a market value weighting methodology.
Index constituents are capitalization-weighted, based on their current
amount outstanding. The Index tracks the high yield municipal bond
market with a 75% weight in non-investment grade municipal bonds and a
25% weight in Baa/BBB-rated investment grade municipal bonds. It is
comprised of three total return, market size weighted benchmark indexes
with weights as follows:
--50% weight in Muni High Yield/$100 Million Deal Size Index. To be
included in the Muni High Yield/$100 Million Deal Size Index, bonds
must be unrated or rated Ba1/BB+ or lower by at least two of the
following rating agencies if all three rate the bond: Moody's Investors
Service, Inc. (``Moody's''), Standard & Poor's, Inc. (``S&P'') and
Fitch, Inc. (``Fitch''). If only two of the three agencies rate the
security, the lower rating is used to determine index eligibility. If
only one of the three agencies rates a security, the rating must be
Ba1/BB+ or lower. Bonds in the Muni High Yield/$100 Million Deal Size
Index must have an outstanding par value of at least $3 million and be
issued as part of a transaction of at least $100 million.
--25% weight in Muni High Yield/Under $100 Million Deal Size Index. To
be included in the Muni High Yield/Under $100 Million Deal Size Index,
bonds must be unrated or rated Ba1/BB+ or lower by at least two of the
following rating agencies if all three rate the bond: Moody's, S&P and
Fitch. If only two of the three agencies rate the security, the lower
rating is used to determine index eligibility. If only one of the three
agencies rates a security, the rating must be Ba1/BB+ or lower. Bonds
in the Muni High Yield/Under $100 Million Deal Size Index must have an
outstanding par value of at least $3 million and be issued as part of a
transaction of under $100 million but over $20 million.
--25% weight in Muni Baa-Rated/$100 Million Deal Size Index. To be
included in the Muni Baa-Rated/$100 Million Deal Size Index, bonds must
have a Barclays Index credit quality classification between Baa1/BBB+
and Baa3/BBB-. Barclays Index credit quality classification is based on
the three rating agencies, Moody's, S&P and Fitch. If two of the three
agencies rate the bond equivalently, then that rating is used. If all
three rate the bond differently, the middle rating is used. If only two
of the three agencies rate the security, the lower rating is used to
determine index eligibility. If only one of the three agencies rates a
security, the rating must be Baa1/BBB+, Baa2/BBB, or Baa3/BBB-. The
bonds must have an outstanding par value of at least $7 million and be
issued as part of a transaction of at least $100 million. Remarketed
issues are not allowed in the benchmark.
All bonds must have a fixed rate, a dated-date after December 31,
1990 and a nominal maturity of 1 to 10 years. Taxable municipal bonds,
bonds with floating rates and derivatives are excluded from the Index.
The composition of the Index is rebalanced monthly. Interest and
principal payments earned by the component securities are held in the
Index without a reinvestment return until month end when they are
removed from the Index. Qualifying securities issued, but not
necessarily settled, on or before the month end rebalancing date
qualify for inclusion in the Index in the following month.
Total returns are calculated based on the sum of price changes,
gain/loss on repayments of principal, and coupons received or accrued,
expressed as a percentage of beginning market value. The Index is
calculated and is available once a day.
The Exchange is submitting this proposed rule change because the
Index for the Fund does not meet all of the ``generic'' listing
requirements of Commentary .02(a) to NYSE Arca Equities Rule 5.2(j)(3)
applicable to the listing of Units based on fixed income securities
indexes. The Index meets all such requirements except for those set
forth in Commentary .02(a)(2).\16\ Specifically, as of November 27,
2012, 15.66% of the weight of the Index components have a minimum
original principal amount outstanding of $100 million or more.
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\16\ Commentary .02(a)(2) to NYSE Arca Equities Rule 5.2(j)(3)
provides that components that in the aggregate account for at least
75% of the weight of the index or portfolio each shall have a
minimum original principal amount outstanding of $100 million or
more.
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As of November 27, 2012, 72.21% of the weight of the Index
components was composed of individual maturities that were part of an
entire municipal bond offering with a minimum original principal amount
outstanding of $100 million or more for all maturities of the offering.
In addition, the total dollar amount outstanding of issues in the Index
was approximately $757 billion and the average dollar amount
outstanding of issues in the Index was approximately $394 million.
Further, the most heavily weighted component represents 2.67% of the
weight of the Index and the five most heavily weighted components
represent 10.67% of the weight of the Index.\17\ Therefore, the
Exchange believes that, notwithstanding that the Index does not satisfy
the criterion in NYSE Arca Equities Rule 5.2(j)(3), Commentary .02
(a)(2), the Index is sufficiently broad-based to deter potential
manipulation, given that it is composed of approximately 1,935 issues
and 530 unique issuers. In addition, the Index securities are
sufficiently liquid to deter potential manipulation in that a
substantial portion (72.21%) of the Index weight is composed of
maturities that are part of a minimum original principal amount
outstanding of $100 million or more, and in view of the substantial
total dollar amount outstanding and the average dollar amount
outstanding of Index issues, as referenced above.
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\17\ Commentary .02(a)(4) to NYSE Arca Equities Rule 5.2(j)(3)
provides that no component fixed-income security (excluding Treasury
Securities and GSE Securities, as defined therein) shall represent
more than 30% of the weight of the index or portfolio, and the five
most heavily weighted component fixed-income securities in the index
or portfolio shall not in the aggregate account for more than 65% of
the weight of the index or portfolio.
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In addition, the average daily notional trading volume for Index
components for the period from October 31, 2011 to October 31, 2012 was
$2,839,895 and the sum of the notional trading volumes for the same
period was $5,480,997,730.
The Index value, calculated and disseminated at least once daily,
as well as the components of the Index and their percentage weighting,
will be
[[Page 69506]]
available from major market data vendors. In addition, the portfolio of
securities held by the Fund will be disclosed daily on the Fund's Web
site at www.marketvectorsetfs.com.
The Exchange represents that: (1) Except for Commentary .02(a)(2)
to NYSE Arca Equities Rule 5.2(j)(3), the Shares of the Fund currently
satisfy all of the generic listing standards under NYSE Arca Equities
Rule 5.2(j)(3); (2) the continued listing standards under NYSE Arca
Equities Rules 5.2(j)(3) and 5.5(g)(2) applicable to Units shall apply
to the Shares; and (3) the Trust is required to comply with Rule 10A-3
under the Act \18\ for the initial and continued listing of the Shares.
In addition, the Exchange represents that the Shares will comply with
all other requirements applicable to Units including, but not limited
to, requirements relating to the dissemination of key information such
as the value of the Index and the applicable Intraday Indicative Value
(``IIV''),\19\ rules governing the trading of equity securities,
trading hours, trading halts, surveillance, and the Information
Bulletin to Equity Trading Permit Holders (``ETP Holders''), as set
forth in Exchange rules applicable to Units and prior Commission orders
approving the generic listing rules applicable to the listing and
trading of Units.\20\
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\18\ 17 CFR 240.10A-3.
\19\ The IIV will be widely disseminated by one or more major
market data vendors at least every 15 seconds during the Exchange's
Core Trading Session of 9:30 a.m. to 4:00 p.m., Eastern time.
Currently, it is the Exchange's understanding that several major
market data vendors display and/or make widely available IIVs taken
from the Consolidated Tape Association (``CTA'') or other data
feeds.
\20\ See, e.g., Securities Exchange Act Release Nos. 55783 (May
17, 2007), 72 FR 29194 (May 24, 2007) (SR-NYSEArca-2007-36) (order
approving NYSE Arca generic listing standards for Units based on a
fixed income index); 44551 (July 12, 2001), 66 FR 37716 (July 19,
2001) (SR-PCX-2001-14) (order approving generic listing standards
for Units and Portfolio Depositary Receipts); 41983 (October 6,
1999), 64 FR 56008 (October 15, 1999) (SR-PCX-98-29) (order
approving rules for listing and trading of Units).
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The current value of the Index will be widely disseminated by one
or more major market data vendors at least once per day, as required by
NYSE Arca Equities Rule 5.2(j)(3), Commentary .02 (b)(ii). The IIV for
Shares of the Fund will be disseminated by one or more major market
data vendors, updated at least every 15 seconds during the Exchange's
Core Trading Session, as required by NYSE Arca Equities Rule 5.2(j)(3),
Commentary .02 (c).
Creation and Redemption of Shares
According to the Registration Statement, the Fund will issue and
sell Shares only in ``Creation Units'' of 100,000 Shares or multiples
thereof on a continuous basis through the Distributor, without an
initial sales load, at their net asset value (``NAV'') next determined
after receipt, on any business day, of an order in proper form.
The consideration for a purchase of Creation Units generally will
consist of cash, in-kind, or a combination of cash and in-kind. The in-
kind purchase of Creation Units will consist of the deposit of a
designated portfolio of fixed income securities (the ``Deposit
Securities'') that compose the Index and an amount of cash computed as
described below (the ``Cash Component'') or, as permitted or required
by the Fund, of the cash value of the Deposit Securities (the ``Deposit
Cash'') and the Cash Component computed as described below. When
accepting purchases of Creation Units for cash, the Fund may incur
additional costs associated with the acquisition of Deposit Securities.
The Cash Component together with the Deposit Securities or the
Deposit Cash, as applicable, are referred to as the ``Fund Deposit,''
which represents the minimum initial and subsequent investment amount
for Shares. The specified Deposit Securities generally will correspond,
pro rata, to the extent practicable, to the component securities of the
Fund's portfolio. The Cash Component represents the difference between
the NAV of a Creation Unit and the market value of Deposit Securities
and may include a ``Dividend Equivalent Payment''. The Dividend
Equivalent Payment will enable the Fund to make a complete distribution
of dividends on the next dividend payment date, and is an amount equal,
on a per Creation Unit basis, to the dividends on all the securities
held by the Fund (``Fund Securities'') with ex-dividend dates within
the accumulation period for such distribution (the ``Accumulation
Period''), net of expenses and liabilities for such period, as if all
of the Fund Securities had been held by the Trust for the entire
Accumulation Period. The Accumulation Period begins on the ex-dividend
date for the Fund and ends on the next ex-dividend date.
The Trust may determine to issue Shares on an all cash basis (i.e.,
in exchange for the Deposit Cash and the Cash Component) if the Trust
and the Adviser believe such method would substantially minimize the
Fund's transactional costs or would enhance the Fund's operational
efficiencies. This may occur on days when a substantial rebalancing of
the Fund's portfolio is required.
The Administrator, through the National Securities Clearing
Corporation (``NSCC''), will make available on each business day,
immediately prior to the opening of business on the Exchange (currently
9:30 a.m. Eastern time), the list of the names and the required
principal amounts of each Deposit Security to be included in the
current Fund Deposit (based on information at the end of the previous
business day) as well as the Cash Component for the Fund. Such Fund
Deposit is applicable, subject to any adjustments as described in the
Registration Statement, in order to effect creations of Creation Units
of the Fund until such time as the next-announced Deposit Securities
composition or the required amount of Deposit Cash, as applicable, is
made available.
In addition to the list of names and numbers of securities
constituting the current Deposit Securities of a Fund Deposit, the
Administrator, through the NSCC, also will make available (i) on each
business day, the Dividend Equivalent Payment, if any, and the
estimated Cash Component effective through and including the previous
business day, per outstanding Shares of the Fund, and (ii) on a
continuous basis throughout the day, the Indicative Per Share Portfolio
Value.
All orders to create Creation Units must be placed in multiples of
100,000 Shares of the Fund. All orders to create Creation Units must be
received by the Distributor no later than the closing time of the close
of the NYSE Core Trading Session NYSE Arca (``Closing Time'',
ordinarily 4:00 p.m. Eastern time) on the date such order is placed in
order for creation of Creation Units to be effected based on the NAV of
the Fund as determined on such date.
Shares may be redeemed only in Creation Units at their NAV next
determined after receipt of a redemption request in proper form by the
Distributor, only on a business day and only through a ``Participating
Party'' or Depository Trust Company (``DTC'') Participant who has
executed a ``Participant Agreement'', as described in the Registration
Statement. The Trust will not redeem Shares in amounts less than
Creation Units.
The Administrator, through NSCC, will make available immediately
prior to the opening of business on the Exchange (currently 9:30 a.m.
Eastern time) on each day that the Exchange is open for business, the
Fund Securities that will be delivered to satisfy (subject to possible
amendment or correction) redemption requests received in proper
[[Page 69507]]
form (as defined below) on that day. The Fund Securities generally will
correspond, pro rata, to the extent practicable, to the component
securities of the Fund's portfolio. If the Trust determines, based on
information available to the Trust when a redemption request is
submitted by an Authorized Participant, that (i) the short interest of
the Fund in the marketplace is greater than or equal to 100% and (ii)
redemption orders in the aggregate from all Authorized Participants on
a business day represent 25% or more of the outstanding Shares of the
Fund, such Authorized Participant will be required to verify to the
Trust the accuracy of its representations that are deemed to have been
made by submitting a request for redemption. If, after receiving notice
of the verification requirement, the Authorized Participant does not
verify the accuracy of its representations that are deemed to have been
made by submitting a request for redemption in accordance with this
requirement, its redemption request will be considered not to have been
received in proper form.
Unless cash redemptions are permitted or required for the Fund, the
redemption proceeds for a Creation Unit generally will consist of Fund
Securities as announced by the Administrator on the business day of the
request for redemption, plus cash in an amount equal to the difference
between the NAV of the Shares being redeemed, as next determined after
a receipt of a request in proper form, and the value of the Fund
Securities, less the redemption transaction fee and variable fees
described below. An Authorized Participant may receive the cash
equivalent of one or more Fund Securities because it was restricted
from transacting in one or more Fund Securities. Should the Fund
Securities have a value greater than the NAV of the Shares being
redeemed, a compensating cash payment to the Trust equal to the
differential plus the applicable redemption transaction fee will be
required to be arranged for by or on behalf of the redeeming
shareholder. The Fund reserves the right to honor a redemption request
by delivering a basket of securities or cash that differs from the Fund
Securities.
Orders to redeem Creation Units of the Fund must be delivered
through a DTC Participant that has executed the Participant Agreement
with the Distributor and with the Trust. A DTC Participant who wishes
to place an order for redemption of Creation Units of the Fund to be
effected need not be a Participating Party, but such orders must state
that redemption of Creation Units of the Fund will instead be effected
through transfer of Creation Units of the Fund directly through DTC. An
order to redeem Creation Units of the Fund will be deemed received by
the Administrator on the ``Transmittal Date'' if (i) such order is
received by the Administrator not later than 4:00 p.m. Eastern time on
such Transmittal Date; (ii) such order is preceded or accompanied by
the requisite number of Shares of Creation Units specified in such
order, which delivery must be made through DTC to the Administrator no
later than 11:00 a.m. Eastern time, on such Transmittal Date (the ``DTC
Cut-Off-Time''); and (iii) all other procedures set forth in the
Participant Agreement are properly followed.
A standard creation and redemption transaction fee will be imposed
to offset transfer and other transaction costs that may be incurred by
the Fund.
All persons creating and redeeming Shares during a business day
will be treated in the same manner with respect to payment of proceeds
in-kind, in cash, or in a combination thereof.
Detailed descriptions of the Fund, the Index, procedures for
creating and redeeming Shares, transaction fees and expenses,
dividends, distributions, taxes, risks, and reports to be distributed
to beneficial owners of the Shares can be found in the Registration
Statements or on the Web site for the Fund (www.marketvectorsetfs.com),
as applicable.
2. Statutory Basis
The basis under the Act for this proposed rule change is the
requirement under Section 6(b)(5) \21\ that an exchange have rules that
are designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to remove
impediments to, and perfect the mechanism of a free and open market
and, in general, to protect investors and the public interest.
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\21\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that the proposed rule change is designed to
prevent fraudulent and manipulative acts and practices in that the
Shares will be listed and traded on the Exchange pursuant to the
initial and continued listing criteria in NYSE Arca Equities Rule
5.2(j)(3). The Exchange represents that trading in the Shares will be
subject to the existing trading surveillances, administered by the
Financial Industry Regulatory Authority (``FINRA'') on behalf of the
Exchange, which are designed to detect violations of Exchange rules and
applicable federal securities laws.\22\ The Exchange represents that
these 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. The
surveillances referred to above generally focus on detecting securities
trading outside their normal patterns, which could be indicative of
manipulative or other violative activity. When such situations are
detected, surveillance analysis follows and investigations are opened,
where appropriate, to review the behavior of all relevant parties for
all relevant trading violations. FINRA, on behalf of the Exchange, will
communicate as needed regarding trading in the Shares with other
markets that are members of the Intermarket Surveillance Group
(``ISG'') or with which the Exchange has in place a comprehensive
surveillance sharing agreement. The Index Provider is not a broker-
dealer or affiliated with a broker-dealer and has implemented
procedures designed to prevent the use and dissemination of material,
non-public information regarding the Index. As of December 31, 2012,
there were approximately 1935 issues in the Index. The Index meets all
such requirements except for those set forth in Commentary
.02(a)(2).\23\ Specifically, as of November 27, 2012, 15.66% of the
weight of the Index components have a minimum original principal amount
outstanding of $100 million or more.
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\22\ FINRA surveils trading on the Exchange pursuant to a
regulatory services agreement. The Exchange is responsible for
FINRA's performance under this regulatory services agreement.
\23\ See note 15 [sic] and accompanying text, supra.
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As of November 27, 2012, 72.21% of the weight of the Index
components was composed of individual maturities that were part of an
entire municipal bond offering with a minimum original principal amount
outstanding of $100 million or more for all maturities of the offering.
In addition, the total dollar amount outstanding of issues in the Index
was approximately $757 billion and the average dollar amount
outstanding of issues in the Index was approximately $394 million.
Further, the most heavily weighted component represents 2.67% of the
weight of the Index and the five most heavily weighted components
represent 10.67% of the weight of the Index.\24\ Therefore, the
Exchange believes that, notwithstanding that the Index does not satisfy
the criterion in NYSE Arca Equities Rule 5.2(j)(3), Commentary .02
(a)(2), the Index is sufficiently
[[Page 69508]]
broad-based to deter potential manipulation, given that it is composed
of approximately 1,935 issues. In addition, the Index securities are
sufficiently liquid to deter potential manipulation in that a
substantial portion (72.21%) of the Index weight is composed of
maturities that are part of a minimum original principal amount
outstanding of $100 million or more, and in view of the substantial
total dollar amount outstanding and the average dollar amount
outstanding of Index issues, as referenced above. In addition, the
average daily notional trading volume for Index components for the
period from October 31, 2011 to October 31, 2012 was $2,839,895.20 and
the sum of the notional trading volumes for the same period was
approximately $5,480,997,730. The Index value, calculated and
disseminated at least once daily, as well as the components of the
Index and their respective percentage weightings, will be available
from major market data vendors. In addition, the portfolio of
securities held by the Fund will be disclosed on the Fund's Web site.
The IIV for Shares of the Fund will be disseminated by one or more
major market data vendors, updated at least every 15 seconds during the
Exchange's Core Trading Session, According to the Registration
Statements, The Adviser represents that bonds that share similar
characteristics tend to trade similarly to one another; therefore,
within these categories, the issues may be considered fungible from a
portfolio management perspective. Within a single municipal bond
issuer, the Adviser represents that separate issues by the same issuer
are also likely to trade similarly to one another. In addition, the
Adviser represents that individual CUSIPs within the Index that share
characteristics with other CUSIPs have a high yield to maturity
correlation, and frequently have a correlation of one or close to one.
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\24\ See note 16 [sic], supra.
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The proposed rule change is designed to promote just and equitable
principles of trade and to protect investors and the public interest.
In addition, a large amount of information is publicly available
regarding the Fund and the Shares, thereby promoting market
transparency. The Fund's portfolio holdings will be disclosed on the
Fund's Web site daily after the close of trading on the Exchange and
prior to the opening of trading on the Exchange the following day.
Moreover, the IIV will be widely disseminated by one or more major
market data vendors at least every 15 seconds during the Exchange's
Core Trading Session. The current value of the Index will be
disseminated by one or more major market data vendors at least once per
day. Information regarding market price and trading 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
quotation and last sale information will be available via the CTA high-
speed line. The Web site for the Fund will include the prospectus for
the Fund and additional data relating to NAV and other applicable
quantitative information. Moreover, 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. If the Exchange becomes aware that the NAV is not
being 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. With respect to trading halts, the Exchange
may consider all relevant factors in exercising its discretion to halt
or suspend trading in the Shares of the Fund. Trading also may be
halted because of market conditions or for reasons that, in the view of
the Exchange, make trading in the Shares inadvisable. If the IIV or the
Index values are not being disseminated as required, the Corporation
may halt trading during the day in which the interruption to the
dissemination of the applicable IIV or Index value occurs. If the
interruption to the dissemination of the applicable IIV or Index value
persists past the trading day in which it occurred, the Corporation
will halt trading. Trading in Shares of the Fund will be halted if the
circuit breaker parameters in NYSE Arca Equities Rule 7.12 have been
reached or because of market conditions or for reasons that, in the
view of the Exchange, make trading in the Shares inadvisable, and
trading in the Shares will be subject to NYSE Arca Equities Rule 7.34,
which sets forth circumstances under which Shares of the Fund may be
halted. In addition, investors will have ready access to information
regarding the IIV, and quotation and last sale information for the
Shares.
The proposed rule change is designed to perfect the mechanism of a
free and open market and, in general, to protect investors and the
public interest in that it will facilitate the listing and trading of
an additional type of exchange-traded product that will enhance
competition among market participants, to the benefit of investors and
the marketplace. As noted above, the Exchange has in place surveillance
procedures relating to trading in the Shares and may obtain information
via ISG from other exchanges that are members of ISG or with which the
Exchange has entered into a comprehensive surveillance sharing
agreement. In addition, investors will have ready access to information
regarding the IIV and quotation and last sale information for the
Shares.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purpose of the Act. The Exchange notes that the
proposed rule change will facilitate the listing and trading of an
additional type of exchange-traded product that holds municipal bonds
and that will enhance competition among market participants, to the
benefit of investors and the marketplace.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File No. SR-NYSEArca-2013-118 on the subject line.
[[Page 69509]]
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File No. SR-NYSEArca-2013-118. This
file number should be included on the subject line if email 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 Web site (https://www.sec.gov/rules/sro.shtml). Copies
of the submission, all subsequent amendments, all written statements
with respect to the proposed rule change that are filed with the
Commission, and all written communications relating to the proposed
rule change between the Commission and any person, other than those
that may be withheld from the public in accordance with the provisions
of 5 U.S.C. 552, will be available for Web site viewing and printing in
the Commission's Public Reference Room, 100 F Street NE., Washington,
DC 20549, on official business days between the hours of 10:00 a.m. and
3:00 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 No. SR-NYSEArca-2013-118 and should be
submitted on or before December 10, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\25\
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\25\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-27667 Filed 11-18-13; 8:45 am]
BILLING CODE 8011-01-P