Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Order Granting Approval of Proposed Rule Change, as Modified by Amendment Nos. 1 and 2 Thereto, Relating to the Listing and Trading of the Shares of the PowerShares DB Optimum Yield Diversified Commodity Strategy Portfolio, PowerShares Agriculture Commodity Strategy Portfolio, PowerShares Precious Metals Commodity Strategy Portfolio, PowerShares Energy Commodity Strategy Portfolio, PowerShares Base Metals Commodity Strategy Portfolio and PowerShares Bloomberg Commodity Strategy Portfolio, Each a Series of PowerShares Actively Managed Exchange-Traded Commodity Fund Trust, 39166-39169 [2015-16652]
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Federal Register / Vol. 80, No. 130 / Wednesday, July 8, 2015 / Notices
the person identified in the FOR FURTHER
INFORMATION CONTACT section by
telephone for advice on filing
alternatives.
By the Commission.
Shoshana M. Grove,
Secretary.
FOR FURTHER INFORMATION CONTACT:
BILLING CODE 7710–FW–P
[FR Doc. 2015–16645 Filed 7–7–15; 8:45 am]
David A. Trissell, General Counsel, at
202–789–6820.
SECURITIES AND EXCHANGE
COMMISSION
SUPPLEMENTARY INFORMATION:
Table of Contents
[Release No. 34–75349; File No. SR–
NASDAQ–2015–049]
I. Introduction
II. Notice of Commission Action
III. Ordering Paragraphs
I. Introduction
On June 30, 2015, the Postal Service
filed notice that it has entered into an
additional Foreign Postal Operators 1
negotiated service agreement
(Agreement).1
To support its Notice, the Postal
Service filed a copy of the Agreement,
a copy of the Governors’ Decision
authorizing the product, a certification
of compliance with 39 U.S.C. 3633(a),
and an application for non-public
treatment of certain materials. It also
filed supporting financial workpapers.
II. Notice of Commission Action
The Commission establishes Docket
No. CP2015–91 for consideration of
matters raised by the Notice.
The Commission invites comments on
whether the Postal Service’s filing is
consistent with 39 U.S.C. 3632, 3633, or
3642, 39 CFR part 3015, and 39 CFR
part 3020, subpart B. Comments are due
no later than July 9, 2015. The public
portions of the filing can be accessed via
the Commission’s Web site (https://
www.prc.gov).
The Commission appoints James F.
Callow to serve as Public Representative
in this docket.
srobinson on DSK5SPTVN1PROD with NOTICES
III. Ordering Paragraphs
It is ordered:
1. The Commission establishes Docket
No. CP2015–91 for consideration of the
matters raised by the Postal Service’s
Notice.
2. Pursuant to 39 U.S.C. 505, James F.
Callow is appointed to serve as an
officer of the Commission to represent
the interests of the general public in this
proceeding (Public Representative).
3. Comments are due no later than
July 9, 2015.
4. The Secretary shall arrange for
publication of this order in the Federal
Register.
1 Notice of United States Postal Service of Filing
Functionally Equivalent Inbound Competitive
Multi-Service Agreement with a Foreign Postal
Operator, June 30, 2015 (Notice).
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Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Granting Approval of Proposed Rule
Change, as Modified by Amendment
Nos. 1 and 2 Thereto, Relating to the
Listing and Trading of the Shares of
the PowerShares DB Optimum Yield
Diversified Commodity Strategy
Portfolio, PowerShares Agriculture
Commodity Strategy Portfolio,
PowerShares Precious Metals
Commodity Strategy Portfolio,
PowerShares Energy Commodity
Strategy Portfolio, PowerShares Base
Metals Commodity Strategy Portfolio
and PowerShares Bloomberg
Commodity Strategy Portfolio, Each a
Series of PowerShares Actively
Managed Exchange-Traded
Commodity Fund Trust
July 1, 2015.
I. Introduction
On April 30, 2015, The NASDAQ
Stock Market LLC (‘‘Nasdaq’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change
relating to the listing and trading of
shares (‘‘Shares’’) of the PowerShares
DB Optimum Yield Diversified
Commodity Strategy Portfolio,
PowerShares Agriculture Commodity
Strategy Portfolio, PowerShares
Precious Metals Commodity Strategy
Portfolio, PowerShares Energy
Commodity Strategy Portfolio,
PowerShares Base Metals Commodity
Strategy Portfolio and PowerShares
Bloomberg Commodity Strategy
Portfolio (individually, ‘‘Fund,’’ and
collectively, ‘‘Funds’’), each a series of
the PowerShares Actively Managed
Exchange-Traded Commodity Fund
Trust (‘‘Trust’’) 3 under Nasdaq Rule
U.S.C.78s(b)(1).
CFR 240.19b–4.
3 According to the Exchange, the Trust is
registered with the Commission as an investment
company and has filed a registration statement on
Form N–1A with the Commission. A description of
each Fund’s investment strategy is set forth in the
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1 15
2 17
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5735. The proposed rule change was
published for comment in the Federal
Register on May 21, 2015.4 On June 30,
2015, the Exchange filed Amendment
No. 1 to the proposed rule change, and
on July 1, 2015, the Exchange filed
Amendment No. 2 to the proposed rule
change.5 The Commission received no
comments on the proposal. This order
grants approval of the proposed rule
change, as modified by Amendment
Nos. 1 and 2 thereto.
II. Description of the Proposed Rule
Change
The Commission previously approved
the listing and trading of the Shares on
the Exchange under Nasdaq Rule 5735,
which governs the listing and trading of
Managed Fund Shares.6 According to
the Exchange, the Shares of the
PowerShares DB Optimum Yield
Diversified Commodity Strategy
Trust’s registration statement (‘‘Registration
Statement’’). See Pre-effective Amendment No. 1 to
the Registration Statement for the Trust, dated May
20, 2014 (File Nos. 333–193135 and 811–22927).
4 See Securities Exchange Act Release No. 74979
(May 15, 2015), 80 FR 29359 (‘‘Notice’’).
5 In Amendment No. 1 to the proposed rule
change, the Exchange: (a) Made a technical
typographical correction to the citation in its filing
referencing an exemptive order issued under the
Investment Company Act of 1940 (‘‘1940 Act’’); and
(b) clarified that only the Subsidiary (as defined
herein) will hold Commodity-Linked Instruments
(as defined herein) by removing the following
statement in the filing: ‘‘in addition, each Fund may
hold instruments that its respective Subsidiary is
entitled to hold, and vice versa, to the extent
consistent with federal tax requirements.’’. In
Amendment No. 2 to the proposed rule change, the
Exchange further clarified that (a) each Fund,
through its respective Subsidiary (but not directly),
will only invest in those commodity-linked notes,
OTC Swaps, Forwards, or other over-the-counter
instruments that are based on the price of relevant
Commodities Futures, as applicable, and tend to
exhibit trading prices or returns that correlate with
any Commodities Futures and that will further the
investment objective of such Fund (each ‘‘OTC
Swaps,’’ ‘‘Forwards,’’ and ‘‘Commodities Futures,’’
as defined herein); and (b) each Subsidiary (not
each Fund) will enter into swap agreements and
other over-the-counter transactions only with large,
established, and well capitalized financial
institutions that meet certain credit quality
standards and monitoring policies, and each
Subsidiary (not each Fund) will use various
techniques to minimize credit risk, including early
termination, or reset and payment of such
investments, the use of different counterparties, or
limiting the net amount due from any individual
counterparty. Because Amendment Nos. 1 and 2 to
the proposed rule change seek to make certain
clarifications and technical corrections, and do not
materially affect the substance of the proposed rule
change or raise unique or novel regulatory issues,
Amendment Nos. 1 and 2 to the proposed rule
change do not require notice and comment. The text
of Amendment Nos. 1 and 2 is available at:
https://www.sec.gov/rules/sro/nasdaq.shtml.
6 See Securities Exchange Act Release Nos. 73078
(Sept. 11, 2014), 79 FR 55851 (Sept. 17, 2014) (SR–
NASDAQ–2014–80) (‘‘Prior Notice’’); and 73471
(Oct. 30, 2014), 79 FR 65751 (Nov. 5, 2014) (SR–
NASDAQ–2014–080) (‘‘Prior Order,’’ and, together
with the Prior Notice, collectively, ‘‘Prior Release’’).
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Federal Register / Vol. 80, No. 130 / Wednesday, July 8, 2015 / Notices
Portfolio have commenced trading on
the Exchange; the Shares of the other
Funds have not. The Exchange proposes
to permit the listing or continued
listing, as the case may be, of the Shares
based on certain proposed revisions to
their investment strategies, as described
in more detail below.7
srobinson on DSK5SPTVN1PROD with NOTICES
A. Principal Investments
As stated in the Prior Release, each
Fund’s investment objective is to seek
long-term capital appreciation. The
Prior Release states that each Fund
seeks to achieve its investment objective
by investing, under normal
circumstances,8 in a combination of: (i)
A wholly-owned subsidiary organized
under the laws of the Cayman Islands
(individually, ‘‘Subsidiary,’’ and
collectively, ‘‘Subsidiaries’’); (ii)
exchange-traded products or exchangetraded commodity pools; 9 and (iii) U.S.
Treasury Securities, money market
mutual funds, high quality commercial
paper, and similar instruments
(‘‘Collateral Instruments’’).10
The Prior Release also states that each
Subsidiary will invest in exchangetraded futures contracts linked to
commodities (‘‘Commodities Futures’’)
to provide its parent Fund with
additional indirect exposure to the
commodities markets. Each Fund’s
investment in its Subsidiary is designed
to help the Fund obtain exposure to
Commodities Futures returns in a
manner consistent with the federal tax
7 The Exchange states that the changes described
herein will be effective contingent upon
effectiveness of a post-effective amendment to the
Registration Statement of the Trust, on behalf of
each Fund.
8 The term ‘‘under normal circumstances’’
includes, but is not limited to, the absence of
extreme volatility or trading halts in the equity,
commodities and futures 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 Specifically, the Prior Release noted that the
Funds will invest in: (1) Exchange-traded funds
(‘‘ETFs’’) that provide exposure to commodities, as
would be listed under Nasdaq Rules 5705 and 5735;
(2) exchange-traded notes (‘‘ETNs’’) that provide
exposure to commodities, as would be listed under
Nasdaq Rule 5710; or (3) exchange-traded pooled
investment vehicles that invest primarily in
commodities and commodity-linked instruments, as
would be listed under Nasdaq Rules 5711(b), (d), (f),
(g), (h), (i), and (j) (‘‘Commodity Pool’’ or
‘‘Commodity Pools’’).
10 The Exchange represents that, for a Fund’s
purposes, money market instruments will include:
Short-term, high quality securities issued or
guaranteed by non-U.S. governments, agencies, and
instrumentalities; non-convertible corporate debt
securities with remaining maturities of not more
than 397 days that satisfy ratings requirements
under Rule 2a–7 of the 1940 Act; money market
mutual funds; and deposits and other obligations of
U.S. and non-U.S. banks and financial institutions.
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requirements applicable to regulated
investment companies, such as the
Funds, which limit the ability of
investment companies to invest directly
in derivative instruments such as
Commodities Futures.
In this proposed rule change, the
Exchange seeks to make certain
revisions to the investment strategy
described in the Prior Release.
Specifically, the proposal seeks to allow
the Funds and the Subsidiaries, as
applicable, to also invest in a variety of
other securities and instruments beyond
those set forth in the Prior Release, as
follows:
• Each Fund, which already may
invest in ETFs, ETNs, and Commodity
Pools, seeks to also invest in: (i) Other
investment companies,11 to the extent
permitted under the 1940 Act; 12 and (ii)
exchange-traded commodity-linked
equity securities 13 (‘‘Equity Securities’’)
(collectively, ‘‘Commodity-Related
Assets’’).
• each Subsidiary, which already may
invest in Commodities Futures, now
also seeks to invest in: (i) Exchangetraded futures contracts on commodity
indices; (ii) commodity-linked notes; 14
(iii) ETNs; (iv) exchange-traded options
on Commodities Futures (‘‘Options’’); 15
11 In addition to ETFs, the other investment
companies will consist of non-exchange traded U.S.
registered open-end investment companies (mutual
funds), closed-end investment companies traded on
U.S. exchanges, or exchange-traded non-U.S.
investment companies traded on foreign exchanges.
12 According to the Exchange, each Fund’s
investment in securities of other investment
companies may exceed the limits permitted under
the 1940 Act, in accordance with certain terms and
conditions set forth in a Commission exemptive
order issued to an affiliate of the Trust (which
applies equally to the Trust) pursuant to Section
12(d)(1)(J) of the 1940 Act. See Investment
Company Act Release No. 30238 (Oct. 23, 2012)
(File No. 812–13820) or, in the case of non-U.S.
investment companies, pursuant to Commission
No-Action relief. See Red Rocks Capital, LLC (pub.
avail. June 3, 2011).
13 Equity Securities will be comprised of
exchange-traded common stocks of companies that
operate in commodities, natural resources, and
energy businesses, and in associated businesses, as
well as companies that provide services or have
exposure to such businesses.
14 According to the Exchange, such commoditylinked notes generally will not be exchange-traded;
however it is possible that in the future some of
those instruments could be listed for trading on an
exchange.
15 The Prior Release noted that with respect to
Commodities Futures held indirectly through a
Subsidiary, not more than 10% of the weight of
such Commodities Futures in the aggregate shall
consist of instruments whose principal trading
market is not a member of the Intermarket
Surveillance Group (‘‘ISG’’) or a market with which
the Exchange does not have a comprehensive
surveillance sharing agreement. The Exchange now
clarifies that Options and commodity index futures
will be subject to the same restrictions as
Commodities Futures, and that Options and
commodity index futures will be considered in the
aggregate with Commodities Futures. Therefore,
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39167
(v) centrally-cleared or over the counter
(‘‘OTC’’) swaps on commodities
(‘‘Swaps’’); and (vi) commodity-related
forward contracts (‘‘Forwards’’)
(collectively, ‘‘Commodity-Linked
Instruments’’), which provide exposure
to the investment returns of the
commodities markets, without investing
directly in physical commodities.
The Prior Release notes that all of the
exchange-traded securities held by a
Fund will be traded in a principal
trading market that is a member of ISG
or a market with which the Exchange
has a comprehensive surveillance
sharing agreement. The Funds propose
to invest in Equity Securities, closedend funds, ETFs, ETNs, Commodity
Pools, and non-U.S. investment
companies that are not traded in a
principal trading market that is a
member of ISG or a market with which
the Exchange has a comprehensive
surveillance sharing agreement;
however, not more than 10% of each
Fund’s investments in these
investments (in the aggregate) will be
invested in instruments that trade in
markets that are not members of the ISG
or that are not parties to a
comprehensive surveillance sharing
agreement with the Exchange.
According to the Exchange, these
additional instruments are intended to
support each Fund’s principal
investment strategy by providing each
Fund with the flexibility to obtain
additional exposure to the investment
returns of the commodities markets
within the limits of applicable federal
tax requirements and without investing
directly in physical commodities. Each
Fund, through its respective Subsidiary,
will only invest in those commoditylinked notes, OTC Swaps, Forwards, or
other over-the-counter instruments that
are based on the price of relevant
Commodities Futures, as applicable,
and tend to exhibit trading prices or
returns that correlate with any
Commodities Futures and that will
further the investment objective of such
Fund.16 The Funds represent that the
with respect to Commodities Futures, commodity
index futures, and Options, not more than 10% of
the weight of such Commodities Futures,
commodity index futures, and Options, in the
aggregate, shall consist of instruments whose
principal trading market is not a member of the ISG
or a market with which the Exchange does not have
a comprehensive surveillance sharing agreement.
The Exchange states that this 10% limitation
applicable to Commodities Futures, commodity
index futures, and Options, in the aggregate, is
separate from the 10% limitation applicable to
exchange traded equity securities described herein,
and is determined separately from this other
limitation.
16 Each Subsidiary will enter into swap
agreements and other over-the-counter transactions
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Federal Register / Vol. 80, No. 130 / Wednesday, July 8, 2015 / Notices
descriptions of the original asset types
included in the Prior Release remain
otherwise unchanged and that the
Funds and their Subsidiaries will
adhere to all investment restrictions set
forth in the Prior Release as they apply
to the original asset types. The Funds
also represent that the investments in
these additional asset types will be
consistent with each Fund’s investment
objective.
The Exchange represents that, except
for these changes described herein, all
other facts presented and
representations made in the Prior
Release remain unchanged and in full
effect. Additional information regarding
the Trust, Fund, and Shares, including
investment strategies and restrictions,
risks, creation and redemption
procedures, fees, portfolio holdings
disclosure policies, distributions and
taxes, calculation of net asset value
(‘‘NAV’’), availability of information,
trading rules and halts, and surveillance
procedures, among other things, can be
found in the Registration Statement,
Notice, and Prior Release, as
applicable.17
srobinson on DSK5SPTVN1PROD with NOTICES
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change, as
modified by Amendment Nos. 1 and 2
thereto, is consistent with the
requirements of Section 6 of the Act 18
and the rules and regulations
thereunder applicable to a national
securities exchange.19 In particular, the
Commission finds that the proposed
rule change, as modified by Amendment
Nos. 1 and 2 thereto, is consistent with
the requirements of Section 6(b)(5) of
the Act,20 which requires, among other
things, that the Exchange’s rules be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
only with large, established, and well capitalized
financial institutions that meet certain credit
quality standards and monitoring policies. Each
Subsidiary will use various techniques to minimize
credit risk, including early termination, or reset and
payment of such investments, the use of different
counterparties, or limiting the net amount due from
any individual counterparty.
17 See Registration Statement, Notice, and Prior
Release, supra notes 3, 4, and 6, respectively, and
accompanying text.
18 15 U.S.C. 78(f).
19 In approving this proposed rule change, the
Commission notes that it has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
20 15 U.S.C. 78f(b)(5).
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18:49 Jul 07, 2015
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and a national market system, and, in
general, to protect investors and the
public interest. The Commission also
finds that the proposal to list and trade
the Shares on the Exchange is consistent
with Section 11A(a)(1)(C)(iii) of the
Act,21 which sets forth the finding of
Congress that it is in the public interest
and appropriate for the protection of
investors and the maintenance of fair
and orderly markets to assure the
availability to brokers, dealers, and
investors of information with respect to
quotations for, and transactions in,
securities.
The Exchange represents that not
more than 10% of each Fund’s
investments in Equity Securities,
closed-end funds, ETFs, ETNs,
Commodity Pools, and non-U.S.
investment companies, in the aggregate,
will be invested in instruments that
trade in markets that are not members
of the ISG or that are not parties to a
comprehensive surveillance sharing
agreement with the Exchange. In
addition, the Exchange represents that,
with respect to Commodities Futures,
commodity index futures, and Options,
not more than 10% of the weight of
such Commodities Futures, commodity
index futures, and Options, in the
aggregate, will consist of instruments
whose principal trading market is not a
member of the ISG or a market with
which the Exchange does not have a
comprehensive surveillance sharing
agreement. The Commission further
notes that: (1) Commodity-Linked
Instruments will only be held at the
Fund’s Subsidiary level; 22 and (2)
according to the Prior Release, each
Fund’s investment in a Subsidiary may
not exceed 25% of the Fund’s total
assets.23
With respect to the calculation of
NAV, in addition to the information set
forth in the Prior Release, the Exchange
represents that: (i) Equity Securities,
ETNs, and futures on commodity
indices will be valued at the last sales
price or the official closing price on the
U.S.C. 78k–1(a)(1)(C)(iii).
Amendment No. 1, supra note 5.
23 See Prior Release, supra note 6. The
Commission further notes that, according to the
Prior Release, because each Fund will wholly own
and control its respective Subsidiary, and the Fund
and the Subsidiary will be managed by Invesco
PowerShares Capital Management LLC (‘‘Adviser’’),
the Subsidiary will not take action contrary to the
interests of the Fund or the Fund’s shareholders.
The Board of Trustees of the Trust has oversight
responsibility for the investment activities of each
Fund, including its expected investments in its
Subsidiary, and that Fund’s role as the sole
shareholder of such Subsidiary. In managing a
Subsidiary’s portfolio, the Adviser will be subject
to the same investment restrictions and operational
guidelines that apply to the management of a Fund.
See Prior Release, supra note 6, 79 FR at 55853.
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21 15
22 See
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Fmt 4703
Sfmt 4703
exchange where such securities
principally trade; (ii) investment
companies will be valued using such
company’s end of the day NAV per
share, unless the shares are exchangetraded, in which case they will be
valued at the last sales price or official
closing price on the exchanges on which
they primarily trade; (iii) Options
generally will be valued at the closing
price (and, if no closing price is
available, at the mean of the last bid/ask
quotations) generally from the exchange
where such instruments principally
trade; and (iv) Swaps, commoditylinked notes and Forwards generally
will be valued based on quotations from
a pricing vendor (such quotations being
derived from available market- and
company-specific data), all in
accordance with valuation procedures
adopted by the Board of Trustees of the
Trust. All other valuation procedures
pertaining to the Funds, and as set forth
in the Prior Release, are unchanged.
On each business day, before
commencement of trading in Shares in
the Regular Market Session on the
Exchange, each Fund will disclose on
its Web site the identities and quantities
of its portfolio of securities and other
assets (‘‘Disclosed Portfolio,’’ as defined
in Nasdaq Rule 5735(c)(2)) held by such
Fund and its Subsidiary, which will
form the basis for each Fund’s
calculation of NAV at the end of the
business day. In addition to the
information set forth in the Prior
Release, the Funds will disclose on a
daily basis on the Funds’ Web site the
following information regarding each
portfolio holding, as applicable to the
type of holding: ticker symbol, CUSIP
number or other identifier, if any; a
description of the holding (including
the type of holding), the identity of the
security or other asset or instrument
underlying the holding, if any; for
options, the option strike price; for
Swaps, a description of the type of
Swap; quantity held (as measured by,
for example, par value, notional value or
number of shares, contracts or units);
maturity date, if any; coupon rate, if
any; effective date, if any; market value
of the holding; and percentage
weighting of the holding in the Fund’s
portfolio. The Web site information will
be publicly available at no charge. Intraday price information on the exchangetraded assets held by the Fund and the
Subsidiary, including the Equity
Securities, ETNs, Options, exchangetraded investment companies (including
closed-end funds), and exchange-traded
futures contracts on commodity indices
will be available via the quote and trade
service of the respective exchanges on
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srobinson on DSK5SPTVN1PROD with NOTICES
Federal Register / Vol. 80, No. 130 / Wednesday, July 8, 2015 / Notices
which they principally trade.
Additionally, price information on
Swaps, commodity-linked notes,
Forwards, and non-exchange traded
investment companies will be available
from major broker-dealer firms or
through subscription services, such as
Bloomberg, Markit, and Thomson
Reuters, which can be accessed by
entities that have entered into an
authorized participant agreement with
the Trust and other investors.
In addition to the information set
forth in the Prior Release, the Exchange
represents that: (i) FINRA, on behalf of
the Exchange, will communicate as
needed regarding trading information it
can obtain relating to exchange-traded
or centrally-cleared equity securities
and assets held by a Fund or its
Subsidiary, as applicable, which
include exchange-traded CommodityRelated Assets and exchange-traded or
centrally-cleared Commodity-Linked
Instruments, with other markets and
other entities that are members of the
ISG; (ii) FINRA may obtain trading
information regarding trading in
exchange-traded equity securities and
other assets held by each Fund and each
Subsidiary, as applicable, from such
markets and other entities; and (iii) the
Exchange may obtain information
regarding trading in exchange-traded
equity securities and other assets held
by each Fund and each Subsidiary from
such markets and other entities (as long
as such markets and other entities are
members of ISG or have in place a
comprehensive surveillance sharing
agreement with the Exchange). The
Exchange has a general policy
prohibiting the distribution of material,
non-public information by its
employees.
The Commission notes that, beyond
the changes described herein, the
Exchange represents that there are no
changes to any other information
included in the Prior Release, and all
other facts presented and
representations made in the Prior
Release remain true and in effect. The
Commission further notes that the
Funds and the Shares must comply with
the requirements of Nasdaq Rule 5735 to
be initially and continuously listed and
traded on the Exchange. This approval
order is based on all of the Exchange’s
representations and description of the
Funds, including those set forth above,
in the Prior Release, and in the Notice.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,24 that the
proposed rule change (SR–NASDAQ–
24 15
2015–049), as modified by Amendment
Nos. 1 and 2 thereto, be, and it hereby
is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–16652 Filed 7–7–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75350; File No. SR–BOX–
2015–24]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change To Amend
the Fee Schedule on the BOX Market
LLC Options Facility
July 1, 2015.
Pursuant to Section 19(b)(1) under the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 29,
2015, BOX Options Exchange LLC (the
‘‘Exchange’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Exchange filed the proposed rule change
pursuant to Section 19(b)(3)(A)(ii) of the
Act,3 and Rule 19b–4(f)(2) thereunder,4
which renders the proposal effective
upon filing with the Commission. 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 the Substance
of the Proposed Rule Change
The Exchange is filing with the
Securities and Exchange Commission
(‘‘Commission’’) a proposed rule change
to amend the Fee Schedule on the BOX
Market LLC (‘‘BOX’’) options facility.
While changes to the fee schedule
pursuant to this proposal will be
effective upon filing, the changes will
become operative on July 1, 2015. The
text of the proposed rule change is
available from the principal office of the
Exchange, at the Commission’s Public
Reference Room and also on the
Exchange’s Internet Web site at https://
boxexchange.com.
U.S.C. 78s(b)(2).
VerDate Sep<11>2014
18:49 Jul 07, 2015
Jkt 235001
PO 00000
25 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
1 15
Frm 00120
Fmt 4703
Sfmt 4703
39169
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 aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to make a
number of changes to Section I.A of the
BOX Fee Schedule, Exchange Fees for
Non-Auction Transactions.
First, the Exchange proposes to
amend certain credits in the pricing
model outlined in Section I.A. (NonAuction Transactions).5 In this section,
fees and credits are assessed depending
on upon three factors: (i) The account
type of the Participant submitting the
order; (ii) whether the Participant is a
liquidity provider or liquidity taker; and
(iii) the account type of the contra party.
Non-Auction Transactions in Penny
Pilot Classes are assessed different fees
or credits than Non-Auction
Transactions in Non-Penny Pilot
Classes. The Exchange recently adopted
this pricing model 6 and now proposes
to amend certain credits in this section.
Specifically, the Exchange proposes to
eliminate the Maker and Taker credits
for Public Customers interacting with
Professional Customers/Broker Dealers
or Market Makers in both Penny Pilot
and Non-Penny Pilot Classes. Public
Customers currently receive a $0.10
credit (Penny Pilot Classes) and $0.45
credit (Non-Penny Pilot Classes) when
interacting with Professional Customers,
Broker Dealers or Market Makers,
regardless of whether they are adding or
removing liquidity. The Exchange
proposes to eliminate both these credits.
These transactions will remain
exempt from the Liquidity Fees and
Credits outlined in Section II of the BOX
Fee Schedule. The revised fee structure
5 Non-Auction Transactions are those transactions
executed on the BOX Book.
6 See Securities Exchange Act Release No. 73547
(November 6, 2014), 79 FR 67520 (November 13,
2014) (Notice of Filing and Immediate Effectiveness
of SR–BOX–2014–25).
E:\FR\FM\08JYN1.SGM
08JYN1
Agencies
[Federal Register Volume 80, Number 130 (Wednesday, July 8, 2015)]
[Notices]
[Pages 39166-39169]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-16652]
=======================================================================
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75349; File No. SR-NASDAQ-2015-049]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Order
Granting Approval of Proposed Rule Change, as Modified by Amendment
Nos. 1 and 2 Thereto, Relating to the Listing and Trading of the Shares
of the PowerShares DB Optimum Yield Diversified Commodity Strategy
Portfolio, PowerShares Agriculture Commodity Strategy Portfolio,
PowerShares Precious Metals Commodity Strategy Portfolio, PowerShares
Energy Commodity Strategy Portfolio, PowerShares Base Metals Commodity
Strategy Portfolio and PowerShares Bloomberg Commodity Strategy
Portfolio, Each a Series of PowerShares Actively Managed Exchange-
Traded Commodity Fund Trust
July 1, 2015.
I. Introduction
On April 30, 2015, The NASDAQ Stock Market LLC (``Nasdaq'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change relating to the listing and trading of shares
(``Shares'') of the PowerShares DB Optimum Yield Diversified Commodity
Strategy Portfolio, PowerShares Agriculture Commodity Strategy
Portfolio, PowerShares Precious Metals Commodity Strategy Portfolio,
PowerShares Energy Commodity Strategy Portfolio, PowerShares Base
Metals Commodity Strategy Portfolio and PowerShares Bloomberg Commodity
Strategy Portfolio (individually, ``Fund,'' and collectively,
``Funds''), each a series of the PowerShares Actively Managed Exchange-
Traded Commodity Fund Trust (``Trust'') \3\ under Nasdaq Rule 5735. The
proposed rule change was published for comment in the Federal Register
on May 21, 2015.\4\ On June 30, 2015, the Exchange filed Amendment No.
1 to the proposed rule change, and on July 1, 2015, the Exchange filed
Amendment No. 2 to the proposed rule change.\5\ The Commission received
no comments on the proposal. This order grants approval of the proposed
rule change, as modified by Amendment Nos. 1 and 2 thereto.
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\1\ 15 U.S.C.78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ According to the Exchange, the Trust is registered with the
Commission as an investment company and has filed a registration
statement on Form N-1A with the Commission. A description of each
Fund's investment strategy is set forth in the Trust's registration
statement (``Registration Statement''). See Pre-effective Amendment
No. 1 to the Registration Statement for the Trust, dated May 20,
2014 (File Nos. 333-193135 and 811-22927).
\4\ See Securities Exchange Act Release No. 74979 (May 15,
2015), 80 FR 29359 (``Notice'').
\5\ In Amendment No. 1 to the proposed rule change, the
Exchange: (a) Made a technical typographical correction to the
citation in its filing referencing an exemptive order issued under
the Investment Company Act of 1940 (``1940 Act''); and (b) clarified
that only the Subsidiary (as defined herein) will hold Commodity-
Linked Instruments (as defined herein) by removing the following
statement in the filing: ``in addition, each Fund may hold
instruments that its respective Subsidiary is entitled to hold, and
vice versa, to the extent consistent with federal tax
requirements.''. In Amendment No. 2 to the proposed rule change, the
Exchange further clarified that (a) each Fund, through its
respective Subsidiary (but not directly), will only invest in those
commodity-linked notes, OTC Swaps, Forwards, or other over-the-
counter instruments that are based on the price of relevant
Commodities Futures, as applicable, and tend to exhibit trading
prices or returns that correlate with any Commodities Futures and
that will further the investment objective of such Fund (each ``OTC
Swaps,'' ``Forwards,'' and ``Commodities Futures,'' as defined
herein); and (b) each Subsidiary (not each Fund) will enter into
swap agreements and other over-the-counter transactions only with
large, established, and well capitalized financial institutions that
meet certain credit quality standards and monitoring policies, and
each Subsidiary (not each Fund) will use various techniques to
minimize credit risk, including early termination, or reset and
payment of such investments, the use of different counterparties, or
limiting the net amount due from any individual counterparty.
Because Amendment Nos. 1 and 2 to the proposed rule change seek to
make certain clarifications and technical corrections, and do not
materially affect the substance of the proposed rule change or raise
unique or novel regulatory issues, Amendment Nos. 1 and 2 to the
proposed rule change do not require notice and comment. The text of
Amendment Nos. 1 and 2 is available at: https://www.sec.gov/rules/sro/nasdaq.shtml.
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II. Description of the Proposed Rule Change
The Commission previously approved the listing and trading of the
Shares on the Exchange under Nasdaq Rule 5735, which governs the
listing and trading of Managed Fund Shares.\6\ According to the
Exchange, the Shares of the PowerShares DB Optimum Yield Diversified
Commodity Strategy
[[Page 39167]]
Portfolio have commenced trading on the Exchange; the Shares of the
other Funds have not. The Exchange proposes to permit the listing or
continued listing, as the case may be, of the Shares based on certain
proposed revisions to their investment strategies, as described in more
detail below.\7\
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\6\ See Securities Exchange Act Release Nos. 73078 (Sept. 11,
2014), 79 FR 55851 (Sept. 17, 2014) (SR-NASDAQ-2014-80) (``Prior
Notice''); and 73471 (Oct. 30, 2014), 79 FR 65751 (Nov. 5, 2014)
(SR-NASDAQ-2014-080) (``Prior Order,'' and, together with the Prior
Notice, collectively, ``Prior Release'').
\7\ The Exchange states that the changes described herein will
be effective contingent upon effectiveness of a post-effective
amendment to the Registration Statement of the Trust, on behalf of
each Fund.
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A. Principal Investments
As stated in the Prior Release, each Fund's investment objective is
to seek long-term capital appreciation. The Prior Release states that
each Fund seeks to achieve its investment objective by investing, under
normal circumstances,\8\ in a combination of: (i) A wholly-owned
subsidiary organized under the laws of the Cayman Islands
(individually, ``Subsidiary,'' and collectively, ``Subsidiaries'');
(ii) exchange-traded products or exchange-traded commodity pools; \9\
and (iii) U.S. Treasury Securities, money market mutual funds, high
quality commercial paper, and similar instruments (``Collateral
Instruments'').\10\
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\8\ The term ``under normal circumstances'' includes, but is not
limited to, the absence of extreme volatility or trading halts in
the equity, commodities and futures 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\ Specifically, the Prior Release noted that the Funds will
invest in: (1) Exchange-traded funds (``ETFs'') that provide
exposure to commodities, as would be listed under Nasdaq Rules 5705
and 5735; (2) exchange-traded notes (``ETNs'') that provide exposure
to commodities, as would be listed under Nasdaq Rule 5710; or (3)
exchange-traded pooled investment vehicles that invest primarily in
commodities and commodity-linked instruments, as would be listed
under Nasdaq Rules 5711(b), (d), (f), (g), (h), (i), and (j)
(``Commodity Pool'' or ``Commodity Pools'').
\10\ The Exchange represents that, for a Fund's purposes, money
market instruments will include: Short-term, high quality securities
issued or guaranteed by non-U.S. governments, agencies, and
instrumentalities; non-convertible corporate debt securities with
remaining maturities of not more than 397 days that satisfy ratings
requirements under Rule 2a-7 of the 1940 Act; money market mutual
funds; and deposits and other obligations of U.S. and non-U.S. banks
and financial institutions.
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The Prior Release also states that each Subsidiary will invest in
exchange-traded futures contracts linked to commodities (``Commodities
Futures'') to provide its parent Fund with additional indirect exposure
to the commodities markets. Each Fund's investment in its Subsidiary is
designed to help the Fund obtain exposure to Commodities Futures
returns in a manner consistent with the federal tax requirements
applicable to regulated investment companies, such as the Funds, which
limit the ability of investment companies to invest directly in
derivative instruments such as Commodities Futures.
In this proposed rule change, the Exchange seeks to make certain
revisions to the investment strategy described in the Prior Release.
Specifically, the proposal seeks to allow the Funds and the
Subsidiaries, as applicable, to also invest in a variety of other
securities and instruments beyond those set forth in the Prior Release,
as follows:
Each Fund, which already may invest in ETFs, ETNs, and
Commodity Pools, seeks to also invest in: (i) Other investment
companies,\11\ to the extent permitted under the 1940 Act; \12\ and
(ii) exchange-traded commodity-linked equity securities \13\ (``Equity
Securities'') (collectively, ``Commodity-Related Assets'').
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\11\ In addition to ETFs, the other investment companies will
consist of non-exchange traded U.S. registered open-end investment
companies (mutual funds), closed-end investment companies traded on
U.S. exchanges, or exchange-traded non-U.S. investment companies
traded on foreign exchanges.
\12\ According to the Exchange, each Fund's investment in
securities of other investment companies may exceed the limits
permitted under the 1940 Act, in accordance with certain terms and
conditions set forth in a Commission exemptive order issued to an
affiliate of the Trust (which applies equally to the Trust) pursuant
to Section 12(d)(1)(J) of the 1940 Act. See Investment Company Act
Release No. 30238 (Oct. 23, 2012) (File No. 812-13820) or, in the
case of non-U.S. investment companies, pursuant to Commission No-
Action relief. See Red Rocks Capital, LLC (pub. avail. June 3,
2011).
\13\ Equity Securities will be comprised of exchange-traded
common stocks of companies that operate in commodities, natural
resources, and energy businesses, and in associated businesses, as
well as companies that provide services or have exposure to such
businesses.
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each Subsidiary, which already may invest in Commodities
Futures, now also seeks to invest in: (i) Exchange-traded futures
contracts on commodity indices; (ii) commodity-linked notes; \14\ (iii)
ETNs; (iv) exchange-traded options on Commodities Futures
(``Options''); \15\ (v) centrally-cleared or over the counter (``OTC'')
swaps on commodities (``Swaps''); and (vi) commodity-related forward
contracts (``Forwards'') (collectively, ``Commodity-Linked
Instruments''), which provide exposure to the investment returns of the
commodities markets, without investing directly in physical
commodities.
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\14\ According to the Exchange, such commodity-linked notes
generally will not be exchange-traded; however it is possible that
in the future some of those instruments could be listed for trading
on an exchange.
\15\ The Prior Release noted that with respect to Commodities
Futures held indirectly through a Subsidiary, not more than 10% of
the weight of such Commodities Futures in the aggregate shall
consist of instruments whose principal trading market is not a
member of the Intermarket Surveillance Group (``ISG'') or a market
with which the Exchange does not have a comprehensive surveillance
sharing agreement. The Exchange now clarifies that Options and
commodity index futures will be subject to the same restrictions as
Commodities Futures, and that Options and commodity index futures
will be considered in the aggregate with Commodities Futures.
Therefore, with respect to Commodities Futures, commodity index
futures, and Options, not more than 10% of the weight of such
Commodities Futures, commodity index futures, and Options, in the
aggregate, shall consist of instruments whose principal trading
market is not a member of the ISG or a market with which the
Exchange does not have a comprehensive surveillance sharing
agreement. The Exchange states that this 10% limitation applicable
to Commodities Futures, commodity index futures, and Options, in the
aggregate, is separate from the 10% limitation applicable to
exchange traded equity securities described herein, and is
determined separately from this other limitation.
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The Prior Release notes that all of the exchange-traded securities
held by a Fund will be traded in a principal trading market that is a
member of ISG or a market with which the Exchange has a comprehensive
surveillance sharing agreement. The Funds propose to invest in Equity
Securities, closed-end funds, ETFs, ETNs, Commodity Pools, and non-U.S.
investment companies that are not traded in a principal trading market
that is a member of ISG or a market with which the Exchange has a
comprehensive surveillance sharing agreement; however, not more than
10% of each Fund's investments in these investments (in the aggregate)
will be invested in instruments that trade in markets that are not
members of the ISG or that are not parties to a comprehensive
surveillance sharing agreement with the Exchange.
According to the Exchange, these additional instruments are
intended to support each Fund's principal investment strategy by
providing each Fund with the flexibility to obtain additional exposure
to the investment returns of the commodities markets within the limits
of applicable federal tax requirements and without investing directly
in physical commodities. Each Fund, through its respective Subsidiary,
will only invest in those commodity-linked notes, OTC Swaps, Forwards,
or other over-the-counter instruments that are based on the price of
relevant Commodities Futures, as applicable, and tend to exhibit
trading prices or returns that correlate with any Commodities Futures
and that will further the investment objective of such Fund.\16\ The
Funds represent that the
[[Page 39168]]
descriptions of the original asset types included in the Prior Release
remain otherwise unchanged and that the Funds and their Subsidiaries
will adhere to all investment restrictions set forth in the Prior
Release as they apply to the original asset types. The Funds also
represent that the investments in these additional asset types will be
consistent with each Fund's investment objective.
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\16\ Each Subsidiary will enter into swap agreements and other
over-the-counter transactions only with large, established, and well
capitalized financial institutions that meet certain credit quality
standards and monitoring policies. Each Subsidiary will use various
techniques to minimize credit risk, including early termination, or
reset and payment of such investments, the use of different
counterparties, or limiting the net amount due from any individual
counterparty.
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The Exchange represents that, except for these changes described
herein, all other facts presented and representations made in the Prior
Release remain unchanged and in full effect. Additional information
regarding the Trust, Fund, and Shares, including investment strategies
and restrictions, risks, creation and redemption procedures, fees,
portfolio holdings disclosure policies, distributions and taxes,
calculation of net asset value (``NAV''), availability of information,
trading rules and halts, and surveillance procedures, among other
things, can be found in the Registration Statement, Notice, and Prior
Release, as applicable.\17\
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\17\ See Registration Statement, Notice, and Prior Release,
supra notes 3, 4, and 6, respectively, and accompanying text.
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III. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change, as modified by Amendment Nos. 1 and 2 thereto, is consistent
with the requirements of Section 6 of the Act \18\ and the rules and
regulations thereunder applicable to a national securities
exchange.\19\ In particular, the Commission finds that the proposed
rule change, as modified by Amendment Nos. 1 and 2 thereto, is
consistent with the requirements of Section 6(b)(5) of the Act,\20\
which requires, among other things, that the Exchange's rules be
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest. The Commission also finds
that the proposal to list and trade the Shares on the Exchange is
consistent with Section 11A(a)(1)(C)(iii) of the Act,\21\ which sets
forth the finding of Congress that it is in the public interest and
appropriate for the protection of investors and the maintenance of fair
and orderly markets to assure the availability to brokers, dealers, and
investors of information with respect to quotations for, and
transactions in, securities.
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\18\ 15 U.S.C. 78(f).
\19\ In approving this proposed rule change, the Commission
notes that it has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
\20\ 15 U.S.C. 78f(b)(5).
\21\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
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The Exchange represents that not more than 10% of each Fund's
investments in Equity Securities, closed-end funds, ETFs, ETNs,
Commodity Pools, and non-U.S. investment companies, in the aggregate,
will be invested in instruments that trade in markets that are not
members of the ISG or that are not parties to a comprehensive
surveillance sharing agreement with the Exchange. In addition, the
Exchange represents that, with respect to Commodities Futures,
commodity index futures, and Options, not more than 10% of the weight
of such Commodities Futures, commodity index futures, and Options, in
the aggregate, will consist of instruments whose principal trading
market is not a member of the ISG or a market with which the Exchange
does not have a comprehensive surveillance sharing agreement. The
Commission further notes that: (1) Commodity-Linked Instruments will
only be held at the Fund's Subsidiary level; \22\ and (2) according to
the Prior Release, each Fund's investment in a Subsidiary may not
exceed 25% of the Fund's total assets.\23\
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\22\ See Amendment No. 1, supra note 5.
\23\ See Prior Release, supra note 6. The Commission further
notes that, according to the Prior Release, because each Fund will
wholly own and control its respective Subsidiary, and the Fund and
the Subsidiary will be managed by Invesco PowerShares Capital
Management LLC (``Adviser''), the Subsidiary will not take action
contrary to the interests of the Fund or the Fund's shareholders.
The Board of Trustees of the Trust has oversight responsibility for
the investment activities of each Fund, including its expected
investments in its Subsidiary, and that Fund's role as the sole
shareholder of such Subsidiary. In managing a Subsidiary's
portfolio, the Adviser will be subject to the same investment
restrictions and operational guidelines that apply to the management
of a Fund. See Prior Release, supra note 6, 79 FR at 55853.
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With respect to the calculation of NAV, in addition to the
information set forth in the Prior Release, the Exchange represents
that: (i) Equity Securities, ETNs, and futures on commodity indices
will be valued at the last sales price or the official closing price on
the exchange where such securities principally trade; (ii) investment
companies will be valued using such company's end of the day NAV per
share, unless the shares are exchange-traded, in which case they will
be valued at the last sales price or official closing price on the
exchanges on which they primarily trade; (iii) Options generally will
be valued at the closing price (and, if no closing price is available,
at the mean of the last bid/ask quotations) generally from the exchange
where such instruments principally trade; and (iv) Swaps, commodity-
linked notes and Forwards generally will be valued based on quotations
from a pricing vendor (such quotations being derived from available
market- and company-specific data), all in accordance with valuation
procedures adopted by the Board of Trustees of the Trust. All other
valuation procedures pertaining to the Funds, and as set forth in the
Prior Release, are unchanged.
On each business day, before commencement of trading in Shares in
the Regular Market Session on the Exchange, each Fund will disclose on
its Web site the identities and quantities of its portfolio of
securities and other assets (``Disclosed Portfolio,'' as defined in
Nasdaq Rule 5735(c)(2)) held by such Fund and its Subsidiary, which
will form the basis for each Fund's calculation of NAV at the end of
the business day. In addition to the information set forth in the Prior
Release, the Funds will disclose on a daily basis on the Funds' Web
site the following information regarding each portfolio holding, as
applicable to the type of holding: ticker symbol, CUSIP number or other
identifier, if any; a description of the holding (including the type of
holding), the identity of the security or other asset or instrument
underlying the holding, if any; for options, the option strike price;
for Swaps, a description of the type of Swap; quantity held (as
measured by, for example, par value, notional value or number of
shares, contracts or units); maturity date, if any; coupon rate, if
any; effective date, if any; market value of the holding; and
percentage weighting of the holding in the Fund's portfolio. The Web
site information will be publicly available at no charge. Intra-day
price information on the exchange-traded assets held by the Fund and
the Subsidiary, including the Equity Securities, ETNs, Options,
exchange-traded investment companies (including closed-end funds), and
exchange-traded futures contracts on commodity indices will be
available via the quote and trade service of the respective exchanges
on
[[Page 39169]]
which they principally trade. Additionally, price information on Swaps,
commodity-linked notes, Forwards, and non-exchange traded investment
companies will be available from major broker-dealer firms or through
subscription services, such as Bloomberg, Markit, and Thomson Reuters,
which can be accessed by entities that have entered into an authorized
participant agreement with the Trust and other investors.
In addition to the information set forth in the Prior Release, the
Exchange represents that: (i) FINRA, on behalf of the Exchange, will
communicate as needed regarding trading information it can obtain
relating to exchange-traded or centrally-cleared equity securities and
assets held by a Fund or its Subsidiary, as applicable, which include
exchange-traded Commodity-Related Assets and exchange-traded or
centrally-cleared Commodity-Linked Instruments, with other markets and
other entities that are members of the ISG; (ii) FINRA may obtain
trading information regarding trading in exchange-traded equity
securities and other assets held by each Fund and each Subsidiary, as
applicable, from such markets and other entities; and (iii) the
Exchange may obtain information regarding trading in exchange-traded
equity securities and other assets held by each Fund and each
Subsidiary from such markets and other entities (as long as such
markets and other entities are members of ISG or have in place a
comprehensive surveillance sharing agreement with the Exchange). The
Exchange has a general policy prohibiting the distribution of material,
non-public information by its employees.
The Commission notes that, beyond the changes described herein, the
Exchange represents that there are no changes to any other information
included in the Prior Release, and all other facts presented and
representations made in the Prior Release remain true and in effect.
The Commission further notes that the Funds and the Shares must comply
with the requirements of Nasdaq Rule 5735 to be initially and
continuously listed and traded on the Exchange. This approval order is
based on all of the Exchange's representations and description of the
Funds, including those set forth above, in the Prior Release, and in
the Notice.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\24\ that the proposed rule change (SR-NASDAQ-2015-049), as
modified by Amendment Nos. 1 and 2 thereto, be, and it hereby is,
approved.
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\24\ 15 U.S.C. 78s(b)(2).
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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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-16652 Filed 7-7-15; 8:45 am]
BILLING CODE 8011-01-P