Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Reflecting Changes in the Concentration Policies of ARK Innovation ETF and ARK Genomic Revolution ETF as Well as a Change in the Name of the ARK Genomic Revolution ETF to the ARK Genomic Revolution Multi-Sector ETF, 61922-61924 [2014-24422]
Download as PDF
61922
Federal Register / Vol. 79, No. 199 / Wednesday, October 15, 2014 / Notices
Paper Comments
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 8 and Rule 19b–4(f)(6) 9
thereunder because the proposal does
not: (i) Significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) by its
terms, become operative for 30 days
from the date on which it was filed, or
such shorter time as the Commission
may designate if consistent with the
protection of investors and the public
interest.10
A proposed rule change filed under
Rule 19b–4(f)(6) normally may not
become operative prior to 30 days after
the date of filing. However, Rule 19b–
4(f)(6)(iii) 11 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.12
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 Number SR–
ISE–2014–49 on the subject line.
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
10 In addition, Rule 19b–4(f)(6)(iii) requires the
Exchange to give the Commission written notice of
the Exchange’s intent to file the proposed rule
change, along with a brief description and text of
the proposed rule change, at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
11 17 CFR 240.19b–4(f)(6)(iii).
12 15 U.S.C. 78s(b)(3)(C).
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–ISE–2014–49. 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 such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2014–49 and should be submitted on or
before November 5, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–24419 Filed 10–14–14; 8:45 am]
BILLING CODE 8011–01–P
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73321; File No. SR–
NYSEArca–2014–113]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Reflecting Changes in the
Concentration Policies of ARK
Innovation ETF and ARK Genomic
Revolution ETF as Well as a Change in
the Name of the ARK Genomic
Revolution ETF to the ARK Genomic
Revolution Multi-Sector ETF
October 8, 2014.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on
September 25, 2014, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) 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 proposes to reflect
changes in the concentration policies of
ARK Innovation ETF and ARK Genomic
Revolution ETF, as well as a change in
the name of the ARK Genomic
Revolution ETF to the ARK Genomic
Revolution Multi-Sector 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.
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
13 17
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Federal Register / Vol. 79, No. 199 / Wednesday, October 15, 2014 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Commission has approved listing
and trading on the Exchange of shares
(‘‘Shares’’) of the ARK Innovation ETF
and ARK Genomic Revolution ETF,
(each, a ‘‘Fund’’ and collectively, the
‘‘Funds’’) under NYSE Arca Equities
Rule 8.600, which governs the listing
and trading of Managed Fund Shares.4
Shares of the Funds have not
commenced trading on the Exchange.
The Funds are series of the ARK ETF
Trust (‘‘Trust’’). The Shares are offered
by the Trust, which is registered with
the Commission as an open-end
management investment company.5 The
investment adviser to the Funds is ARK
Investment Management LLC
(‘‘Adviser’’).
In this proposed rule change, the
Exchange proposes to reflect a change to
the Funds’ concentration policies as
well as the descriptions of the health
care sector, which the Adviser will
utilize to implement each Fund’s
investment objective, as described
below.6
tkelley on DSK3SPTVN1PROD with NOTICES
ARK Genomic Revolution Multi-Sector
ETF
As described in the Prior Release, the
investment objective of the ARK
Genomic Revolution Multi-Sector ETF 7
4 See Securities Exchange Act Release No. 72641
(July 18, 2014), 79 FR 43108 (July 24, 2014) (SR–
NYSEArca–2014–64) (order approving listing and
trading on the Exchange of the ARK Innovation
ETF, ARK Genomic Revolution ETF, ARK Industrial
Innovation ETF, and ARK Web x.0 ETF under
NYSE Arca Equities Rule 8.600) (‘‘Prior Order’’).
See also Securities Exchange Act Release No. 72314
(June 4, 2014), 79 FR 33229 (June 10, 2014) (SR–
NYSEArca–2014–64) (‘‘Prior Notice,’’ and together
with the Prior Order, the ‘‘Prior Release’’).
5 The Trust is registered under the Investment
Company Act of 1940 (15 U.S.C. 80a–1) (‘‘1940
Act’’). On September 11, 2014, the Trust filed with
the Commission an amendment to its registration
statement on Form N–1A under the Securities Act
of 1933 (15 U.S.C. 77a) (‘‘Securities Act’’), and
under the 1940 Act relating to the Funds (File Nos.
333–191019 and 811–22883) (‘‘Registration
Statement’’). The description of the operation of the
Trust and the Funds 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 the1940 Act.
See Investment Company Act Release No. 31009
(April 7, 2014) (File No. 812–14172) (‘‘Exemptive
Order’’).
6 The changes described herein will be filed with
the Commission in an amendment to the Funds’
Registration Statement. See note 5, supra. The
Adviser represents that it will manage the Funds in
the manner described in the Prior Release, and will
not implement the changes described herein until
the instant proposed rule change is operative.
7 The name of the ARK Genomic Revolution
Multi-Sector ETF has been changed from the ARK
Genomic Revolution ETF.
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18:00 Oct 14, 2014
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is long-term growth of capital. The Fund
will invest under normal
circumstances 8 primarily (at least 80%
of its assets) in domestic and foreign
equity securities of companies that are
relevant to the Fund’s investment theme
of genomics.9 As stated in the Prior
Release, the Fund may invest its
remaining assets in other securities and
financial instruments, as described in
the Prior Release.
The Prior Release stated that the Fund
will be concentrated in issuers in any
industry or group of industries in the
health care sector. The Adviser wishes
to supplement the description of the
Fund’s concentration policy to state that
the Fund will be concentrated in issuers
in any industry or group of industries in
the health care sector, including, in
particular, issuers having their principal
business activities in the biotechnology
industry.
The Prior Release stated that the
issuers in the health care sector include
manufacturers and distributors of health
care equipment and supplies, owners
and operators of health care facilities,
health maintenance organizations and
managed health care plans, health care
providers and issuers that provide
services to health care providers. The
Adviser wishes to revise the description
of the health care sector to state that,
while the health care sector includes the
biotechnology industry, other industries
in the health care sector include
medical laboratories and research and
drug manufacturers.
ARK Innovation ETF
As described in the Prior Release, the
ARK Innovation ETF’s investment
objective is long-term growth of capital.
The Fund will invest under normal
circumstances 10 primarily (at least 65%
of its assets) in domestic and foreign
equity securities of companies that are
8 The term ‘‘under normal circumstances’’
includes, but is not limited to, 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 manmade disaster, act of God, armed conflict, act of
terrorism, riot or labor disruption or any similar
intervening circumstance.
9 As described in the Prior Release, companies
relevant to this theme are those that are focused on
and are expected to benefit from extending and
enhancing the quality of human and other life by
incorporating technological and scientific
developments, improvements and advancements in
genetics into their business, such as by offering new
products or services that rely on genetic
sequencing, analysis, synthesis or instrumentation.
These companies may include ones that develop,
produce, manufacture or significantly rely on bionic
devices, bio-inspired computing, bioinformatics,
molecular medicine, and agricultural biology.
10 See note 8, supra.
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61923
relevant to the Fund’s investment theme
of disruptive innovation.11 As stated in
the Prior Release, the Fund may invest
its remaining assets in other securities
and financial instruments, as described
in the Prior Release.
The Prior Release stated that the Fund
will be concentrated in issuers in any
industry or group of industries in the
industrials and information technology
sectors. The Adviser wishes to revise
the description of the Fund’s
concentration policy to state that it will
not be concentrated in any industry.
Other Investments
The Prior Release stated that each
Fund will be classified as a ‘‘nondiversified’’ investment company under
the 1940 Act 12 and therefore may
concentrate its investments in any
particular industry or group of
industries, such that: (i) ARK Genomic
Revolution Multi-Sector ETF will
concentrate in securities of issuers
having their principal business
activities in any industry or group of
industries in the health care sector; and
(ii) ARK Innovation ETF will
concentrate in securities of issuers
having their principal business
activities in any industry or group of
industries in the health care sector, the
industrials sector, the information
technology sector, or the
telecommunications services sector.13
The Adviser wishes to revise the
description of the Funds’ concentration
to state that each Fund will be classified
as a ‘‘non-diversified’’ investment
company under the 1940 Act 14 and that
neither of the Funds will be
concentrated in any industry, except
that ARK Genomic Revolution MultiSector ETF will concentrate in securities
of issuers having their principal
business activities in any industry or
group of industries in the health care
sector, including issuers having their
principal business activities in the
biotechnology industry.15
The Adviser represents that there is
no change to the Funds’ investment
11 As described in the Prior Release, companies
relevant to this theme are those that rely on or
benefit from the development of new products or
services, technological improvements and
advancements in scientific research relating to the
areas of genomics, industrial innovation or the
increased use of shared technology, infrastructure,
and services.
12 The diversification standard is set forth in
Section 5(b)(1) of the 1940 Act.
13 See Form N–1A, Item 9. The Commission has
taken the position that a fund is concentrated if it
invests more than 25% of the value of its total
assets in any one industry. See, e.g., Investment
Company Act Release No. 9011 (October 30, 1975),
40 FR 54241 (November 21, 1975).
14 See note 12, supra.
15 See note 13, supra.
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Federal Register / Vol. 79, No. 199 / Wednesday, October 15, 2014 / Notices
objectives. The Shares will conform to
the initial and continued listing criteria
under NYSE Arca Equities Rule 8.600.
Except for the changes noted above,
all other facts presented and
representations made in the Prior
Release remain unchanged.
All terms referenced but not defined
herein are defined in the Prior Release.
tkelley on DSK3SPTVN1PROD with NOTICES
2. Statutory Basis
The basis under the Act for this
proposed rule change is the requirement
under Section 6(b)(5) 16 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, and is designed to
promote just and equitable principles of
trade and to protect investors and the
public interest, in that the Adviser
represents that there are no changes to
the Funds’ investment objectives and
the proposed changes will clarify the
Funds’ concentration policies and the
descriptions of the health care sector.
There are no changes to the Funds’
statements regarding how their assets
primarily will be invested in normal
circumstances and how they may invest
remaining assets.
The Exchange believes that the
proposed rule change is designed to
prevent fraudulent and manipulative
acts and practices, and is designed to
promote just and equitable principles of
trade and to protect investors and the
public interest, in that the change in the
name of the ARK Genomic Revolution
Multi-Sector ETF is designed to clarify
that such Fund invests, on a multisector basis, in genomic revolution
companies.
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
the Shares will be listed and traded on
the Exchange pursuant to the initial and
continued listing requirements in NYSE
Arca Equities Rule 8.600. The Adviser
represents that there is no change to the
Funds’ investment objectives. Except for
the changes noted above, all other
representations made in the Prior
Release remain unchanged.
16 15
U.S.C. 78f(b)(5).
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18:00 Oct 14, 2014
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
Electronic Comments
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange notes that the proposed rule
change will facilitate the listing and
trading of additional types of activelymanaged exchange-traded products that
hold equity securities and will enhance
competition among market participants,
to the benefit of investors and the
marketplace.
Paper Comments
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
Because the proposed rule change
does not: (i) significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 17 and Rule 19b–4(f)(6)
thereunder.18
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
17 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
18 17
PO 00000
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Fmt 4703
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• 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 Number SR–
NYSEArca-2014–113 on the subject line.
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2014–113. 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–
NYSEArca-2014–113 and should be
submitted on or before November 5,
2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–24422 Filed 10–14–14; 8:45 am]
BILLING CODE 8011–01–P
19 17
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CFR 200.30–3(a)(12).
15OCN1
Agencies
[Federal Register Volume 79, Number 199 (Wednesday, October 15, 2014)]
[Notices]
[Pages 61922-61924]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-24422]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73321; File No. SR-NYSEArca-2014-113]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Reflecting Changes
in the Concentration Policies of ARK Innovation ETF and ARK Genomic
Revolution ETF as Well as a Change in the Name of the ARK Genomic
Revolution ETF to the ARK Genomic Revolution Multi-Sector ETF
October 8, 2014.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby given
that on September 25, 2014, NYSE Arca, Inc. (``Exchange'' or ``NYSE
Arca'') 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to reflect changes in the concentration
policies of ARK Innovation ETF and ARK Genomic Revolution ETF, as well
as a change in the name of the ARK Genomic Revolution ETF to the ARK
Genomic Revolution Multi-Sector 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.
[[Page 61923]]
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Commission has approved listing and trading on the Exchange of
shares (``Shares'') of the ARK Innovation ETF and ARK Genomic
Revolution ETF, (each, a ``Fund'' and collectively, the ``Funds'')
under NYSE Arca Equities Rule 8.600, which governs the listing and
trading of Managed Fund Shares.\4\ Shares of the Funds have not
commenced trading on the Exchange.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 72641 (July 18,
2014), 79 FR 43108 (July 24, 2014) (SR-NYSEArca-2014-64) (order
approving listing and trading on the Exchange of the ARK Innovation
ETF, ARK Genomic Revolution ETF, ARK Industrial Innovation ETF, and
ARK Web x.0 ETF under NYSE Arca Equities Rule 8.600) (``Prior
Order''). See also Securities Exchange Act Release No. 72314 (June
4, 2014), 79 FR 33229 (June 10, 2014) (SR-NYSEArca-2014-64) (``Prior
Notice,'' and together with the Prior Order, the ``Prior Release'').
---------------------------------------------------------------------------
The Funds are series of the ARK ETF Trust (``Trust''). The Shares
are offered by the Trust, which is registered with the Commission as an
open-end management investment company.\5\ The investment adviser to
the Funds is ARK Investment Management LLC (``Adviser'').
---------------------------------------------------------------------------
\5\ The Trust is registered under the Investment Company Act of
1940 (15 U.S.C. 80a-1) (``1940 Act''). On September 11, 2014, the
Trust filed with the Commission an amendment to its registration
statement on Form N-1A under the Securities Act of 1933 (15 U.S.C.
77a) (``Securities Act''), and under the 1940 Act relating to the
Funds (File Nos. 333-191019 and 811-22883) (``Registration
Statement''). The description of the operation of the Trust and the
Funds 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 the1940 Act. See Investment
Company Act Release No. 31009 (April 7, 2014) (File No. 812-14172)
(``Exemptive Order'').
---------------------------------------------------------------------------
In this proposed rule change, the Exchange proposes to reflect a
change to the Funds' concentration policies as well as the descriptions
of the health care sector, which the Adviser will utilize to implement
each Fund's investment objective, as described below.\6\
---------------------------------------------------------------------------
\6\ The changes described herein will be filed with the
Commission in an amendment to the Funds' Registration Statement. See
note 5, supra. The Adviser represents that it will manage the Funds
in the manner described in the Prior Release, and will not implement
the changes described herein until the instant proposed rule change
is operative.
---------------------------------------------------------------------------
ARK Genomic Revolution Multi-Sector ETF
As described in the Prior Release, the investment objective of the
ARK Genomic Revolution Multi-Sector ETF \7\ is long-term growth of
capital. The Fund will invest under normal circumstances \8\ primarily
(at least 80% of its assets) in domestic and foreign equity securities
of companies that are relevant to the Fund's investment theme of
genomics.\9\ As stated in the Prior Release, the Fund may invest its
remaining assets in other securities and financial instruments, as
described in the Prior Release.
---------------------------------------------------------------------------
\7\ The name of the ARK Genomic Revolution Multi-Sector ETF has
been changed from the ARK Genomic Revolution ETF.
\8\ The term ``under normal circumstances'' includes, but is not
limited to, 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.
\9\ As described in the Prior Release, companies relevant to
this theme are those that are focused on and are expected to benefit
from extending and enhancing the quality of human and other life by
incorporating technological and scientific developments,
improvements and advancements in genetics into their business, such
as by offering new products or services that rely on genetic
sequencing, analysis, synthesis or instrumentation. These companies
may include ones that develop, produce, manufacture or significantly
rely on bionic devices, bio-inspired computing, bioinformatics,
molecular medicine, and agricultural biology.
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The Prior Release stated that the Fund will be concentrated in
issuers in any industry or group of industries in the health care
sector. The Adviser wishes to supplement the description of the Fund's
concentration policy to state that the Fund will be concentrated in
issuers in any industry or group of industries in the health care
sector, including, in particular, issuers having their principal
business activities in the biotechnology industry.
The Prior Release stated that the issuers in the health care sector
include manufacturers and distributors of health care equipment and
supplies, owners and operators of health care facilities, health
maintenance organizations and managed health care plans, health care
providers and issuers that provide services to health care providers.
The Adviser wishes to revise the description of the health care sector
to state that, while the health care sector includes the biotechnology
industry, other industries in the health care sector include medical
laboratories and research and drug manufacturers.
ARK Innovation ETF
As described in the Prior Release, the ARK Innovation ETF's
investment objective is long-term growth of capital. The Fund will
invest under normal circumstances \10\ primarily (at least 65% of its
assets) in domestic and foreign equity securities of companies that are
relevant to the Fund's investment theme of disruptive innovation.\11\
As stated in the Prior Release, the Fund may invest its remaining
assets in other securities and financial instruments, as described in
the Prior Release.
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\10\ See note 8, supra.
\11\ As described in the Prior Release, companies relevant to
this theme are those that rely on or benefit from the development of
new products or services, technological improvements and
advancements in scientific research relating to the areas of
genomics, industrial innovation or the increased use of shared
technology, infrastructure, and services.
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The Prior Release stated that the Fund will be concentrated in
issuers in any industry or group of industries in the industrials and
information technology sectors. The Adviser wishes to revise the
description of the Fund's concentration policy to state that it will
not be concentrated in any industry.
Other Investments
The Prior Release stated that each Fund will be classified as a
``non-diversified'' investment company under the 1940 Act \12\ and
therefore may concentrate its investments in any particular industry or
group of industries, such that: (i) ARK Genomic Revolution Multi-Sector
ETF will concentrate in securities of issuers having their principal
business activities in any industry or group of industries in the
health care sector; and (ii) ARK Innovation ETF will concentrate in
securities of issuers having their principal business activities in any
industry or group of industries in the health care sector, the
industrials sector, the information technology sector, or the
telecommunications services sector.\13\
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\12\ The diversification standard is set forth in Section
5(b)(1) of the 1940 Act.
\13\ See Form N-1A, Item 9. The Commission has taken the
position that a fund is concentrated if it invests more than 25% of
the value of its total assets in any one industry. See, e.g.,
Investment Company Act Release No. 9011 (October 30, 1975), 40 FR
54241 (November 21, 1975).
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The Adviser wishes to revise the description of the Funds'
concentration to state that each Fund will be classified as a ``non-
diversified'' investment company under the 1940 Act \14\ and that
neither of the Funds will be concentrated in any industry, except that
ARK Genomic Revolution Multi-Sector ETF will concentrate in securities
of issuers having their principal business activities in any industry
or group of industries in the health care sector, including issuers
having their principal business activities in the biotechnology
industry.\15\
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\14\ See note 12, supra.
\15\ See note 13, supra.
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The Adviser represents that there is no change to the Funds'
investment
[[Page 61924]]
objectives. The Shares will conform to the initial and continued
listing criteria under NYSE Arca Equities Rule 8.600.
Except for the changes noted above, all other facts presented and
representations made in the Prior Release remain unchanged.
All terms referenced but not defined herein are defined in the
Prior Release.
2. Statutory Basis
The basis under the Act for this proposed rule change is the
requirement under Section 6(b)(5) \16\ 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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\16\ 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, and is designed
to promote just and equitable principles of trade and to protect
investors and the public interest, in that the Adviser represents that
there are no changes to the Funds' investment objectives and the
proposed changes will clarify the Funds' concentration policies and the
descriptions of the health care sector. There are no changes to the
Funds' statements regarding how their assets primarily will be invested
in normal circumstances and how they may invest remaining assets.
The Exchange believes that the proposed rule change is designed to
prevent fraudulent and manipulative acts and practices, and is designed
to promote just and equitable principles of trade and to protect
investors and the public interest, in that the change in the name of
the ARK Genomic Revolution Multi-Sector ETF is designed to clarify that
such Fund invests, on a multi-sector basis, in genomic revolution
companies.
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 the Shares will be listed and traded on the
Exchange pursuant to the initial and continued listing requirements in
NYSE Arca Equities Rule 8.600. The Adviser represents that there is no
change to the Funds' investment objectives. Except for the changes
noted above, all other representations made in the Prior Release remain
unchanged.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The Exchange notes that the
proposed rule change will facilitate the listing and trading of
additional types of actively-managed exchange-traded products that hold
equity securities and 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
Because the proposed rule change does not: (i) significantly affect
the protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act \17\ and Rule 19b-
4(f)(6) thereunder.\18\
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\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change 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 Number SR-NYSEArca-2014-113 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2014-113. 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-NYSEArca-2014-113 and should
be submitted on or before November 5, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
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\19\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-24422 Filed 10-14-14; 8:45 am]
BILLING CODE 8011-01-P