Self-Regulatory Organizations; NYSE Arca, Inc.; Order Instituting Proceedings To Determine Whether To Approve or Disapprove a Proposed Rule Change, as Modified by Amendment No. 3, To List and Trade Shares of the Natixis Seeyond International Minimum Volatility ETF Under NYSE Arca Equities Rule 8.600, 59002-59004 [2016-20454]
Download as PDF
59002
Federal Register / Vol. 81, No. 166 / Friday, August 26, 2016 / Notices
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File No. SR–
NYSEMKT–2016–63 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
mstockstill on DSK3G9T082PROD with NOTICES
All submissions should refer to File No.
SR–NYSEMKT–2016–63. 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 No. SR–NYSEMKT–
2016–63, and should be submitted on or
before September 16, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.46
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–20456 Filed 8–25–16; 8:45 am]
BILLING CODE 8011–01–P
46 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
21:17 Aug 25, 2016
Jkt 238001
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78627; File No. SR–
NYSEArca–2016–67]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Instituting
Proceedings To Determine Whether To
Approve or Disapprove a Proposed
Rule Change, as Modified by
Amendment No. 3, To List and Trade
Shares of the Natixis Seeyond
International Minimum Volatility ETF
Under NYSE Arca Equities Rule 8.600
August 22, 2016.
On May 5, 2016, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to list and trade shares
(‘‘Shares’’) of the Natixis Seeyond
International Minimum Volatility ETF
(‘‘Fund’’) under NYSE Arca Equities
Rule 8.600. The proposed rule change
was published for comment in the
Federal Register on May 25, 2016.3 On
June 13, 2016, the Exchange filed
Amendment No. 1 to the proposed rule
change, which replaced and superseded
the proposed rule change as originally
filed.4 On June 22, 2016, the Exchange
filed Amendment No. 2 to the proposed
rule change.5 On July 1, 2016, the
Exchange filed Amendment No. 3 to the
proposed rule change, which replaced
and superseded the proposed rule
change as modified by Amendments No.
1 and No. 2.6 The Commission has
received no comments on the proposed
rule change.
On June 30, 2016, pursuant to section
19(b)(2) of the Act,7 the Commission
designated a longer period within which
to approve the proposed rule change,
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 77861
(May 19, 2016), 81 FR 33291.
4 In Amendment No. 1, the Exchange: (1) Narrows
the universe of investments that may be held by the
Fund; (2) discusses the types of corporate bonds of
foreign issuers that the Fund would ordinarily hold;
(3) clarifies potentially ambiguous language in the
filing.
5 In Amendment No. 2, the Exchange proposes
standards for the corporate bonds of foreign issuers
that may be held by the Fund and clarifies how spot
foreign currency transactions would be priced for
purposes of calculating the net asset value (‘‘NAV’’)
of the Fund.
6 In Amendment No. 3, the Exchange revises the
standards for the Fund’s investment in non-U.S.
equity securities. Amendments No. 1, No. 2, and
No. 3 are available at: https://www.sec.gov/
comments/sr-nysearca-2016–67/
nysearca201667.shtml.
7 15 U.S.C. 78s(b)(2).
2 17
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Frm 00101
Fmt 4703
Sfmt 4703
disapprove the proposed rule change, or
institute proceedings to determine
whether to disapprove the proposed
rule change.8 The Commission has not
received any comments on the proposal,
as modified by Amendment No. 3.
This order institutes proceedings
under section 19(b)(2)(B) of the Act 9 to
determine whether to approve or
disapprove the proposed rule change, as
modified by Amendment No. 3.
I. The Exchange’s Description of
Proposal 10
The Exchange proposes to list and
trade the Shares under NYSE Arca
Equities Rule 8.600, which governs the
listing and trading of Managed Fund
Shares. The Shares will be offered by
the Trust, which is registered with the
Commission as an open-end
management investment company.
NGAM Advisors, L.P. will serve as the
investment adviser and administrator to
the Fund (‘‘Adviser’’). Natixis Asset
Management U.S., LLC will serve as the
Fund’s sub-adviser (‘‘Sub-Adviser’’).
State Street Bank and Trust Company
will serve as custodian and transfer
agent for the Fund.
Principal Investments
The Exchange states that, under
normal circumstances,11 the Fund will
invest primarily in non-U.S. equity
securities, which are common stocks
and ‘‘Depositary Receipts.’’ 12 The Fund
8 See Securities Exchange Act Release No. 78204,
81 FR 44393 (July 7, 2016). The Commission
designated a longer period within which to take
action on the proposed rule change and designated
August 23, 2016, as the date by which it should
approve, disapprove, or institute proceedings to
determine whether to disapprove the proposed rule
change.
9 15 U.S.C. 78s(b)(2)(B).
10 The Commission notes that additional
information regarding Natixis ETF Trust (‘‘Trust’’),
the Fund, its investments, and the Shares, including
investment strategies, risks, creation and
redemption procedures, fees, portfolio holdings
disclosure policies, calculation of NAV,
distributions, and taxes, among other things, can be
found in Amendment No. 3, supra note 6, and the
initial registration statement filed with the
Commission on March 14, 2016 on Form N–1A
under the Securities Act of 1933 (15 U.S.C. 77a) and
under the Investment Company Act of 1940 (15
U.S.C. 80a–1) relating to the Fund (File Nos. 333–
210156 and 811–23146) (File Nos. 333–210156 and
811–23146) (‘‘Registration Statement’’), as
applicable.
11 The term ‘‘under normal circumstances’’
includes, but is not limited to, the absence of
extreme volatility or trading halts in the securities
markets or the financial markets generally;
circumstances under which the Fund’s investments
are made for temporary defensive purposes;
operational issues (e.g., systems failures) causing
dissemination of inaccurate market information; or
force majeure type events such as natural or manmade disaster, act of God, armed conflict, act of
terrorism, riot or labor disruption, or any similar
intervening circumstance.
12 Investments in common stock of foreign
corporations may be in the form of American
E:\FR\FM\26AUN1.SGM
26AUN1
Federal Register / Vol. 81, No. 166 / Friday, August 26, 2016 / Notices
may invest in companies of any size and
typically will invest in a number of
different countries throughout the
world. The Fund’s investments may
include non-U.S. equity securities
traded over-the-counter (‘‘OTC’’) as well
as those traded on a U.S. or foreign
securities exchange.13
mstockstill on DSK3G9T082PROD with NOTICES
Other Investments
The Exchange states that, while the
Fund, under normal circumstances, will
invest primarily (more than 50% of its
assets) in non-U.S. equity securities, as
described above, the Fund will invest its
remaining assets in the securities and
financial instruments described below
(‘‘Non-Principal Investments’’).
The Fund may invest in: certificates
of deposit; time deposits, which are
non-negotiable deposits maintained in a
bank for a specified period of time up
to seven days at a stated interest rate;
and bankers’ acceptances, which are
credit instruments evidencing the
obligation of a bank to pay a draft drawn
on it by a customer.
The Fund also may purchase U.S.
dollar-denominated obligations issued
by foreign branches of domestic banks
or foreign branches of foreign banks
(‘‘Eurodollar’’ obligations) and domestic
branches of foreign banks (‘‘Yankee
dollar’’ obligations).
The Fund may invest in the following
U.S. government securities: U.S.
Treasury Bills; U.S. Treasury Notes and
Bonds; U.S. Treasury Floating Rate
Notes; and Treasury Inflation-Protected
Securities.
The Fund may invest in other
investment companies, including
exchange-traded funds. The Fund may
invest in U.S. or foreign exchangetraded real estate investment trusts
(‘‘REITs’’).
The Fund may invest in preferred
stock traded on a U.S. or foreign
exchange or OTC.
The Fund may invest in the following
foreign debt securities, all or a portion
Depositary Receipts (‘‘ADRs’’) and Global
Depositary Receipts (collectively ‘‘Depositary
Receipts’’). Not more than 10% of the Fund’s assets
will be invested in non-exchange-listed ADRs.
13 Non-U.S. equity securities in the Fund’s
portfolio will meet the following criteria on a
continual basis: (1) Non-U.S. equity securities each
shall have a minimum market value of at least $100
million; (2) non-U.S. equity securities each shall
have a minimum global monthly trading volume of
250,000 shares, or minimum global notional volume
traded per month of $25,000,000, averaged over the
last six months; (3) the most heavily weighted nonU.S. equity security shall not exceed 25% of the
weight of the Fund’s entire portfolio, and, to the
extent applicable, the five most heavily weighted
non-U.S. equity securities shall not exceed 60% of
the weight of the Fund’s entire portfolio; and (4)
each non-U.S. equity security shall be listed and
traded on an exchange that has last-sale reporting.
See Amendment No. 3, supra note 6, at 6, n.8.
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21:17 Aug 25, 2016
Jkt 238001
of which may be non-U.S. dollardenominated: (1) Debt obligations
issued or guaranteed by non-U.S.
national, provincial, state, municipal or
other governments or by their agencies
or instrumentalities, including ‘‘Brady
Bonds’’; (ii) debt obligations of
supranational entities; (iii) debt
obligations of the U.S. government
issued in non-dollar securities; (iv) debt
obligations and other fixed-income
securities of foreign corporate issuers; 14
and (v) non-U.S. dollar-denominated
securities of U.S. corporate issuers.
The Fund may engage in foreign
currency transactions for both hedging
and investment purposes. To protect
against a change in the foreign currency
exchange rate between the date on
which the Fund contracts to purchase or
sell a security and the settlement date
for the purchase or sale, to gain
exposure to one or more foreign
currencies or to ‘‘lock in’’ the equivalent
of a dividend or interest payment in
another currency, the Fund might
purchase or sell a foreign currency on a
spot (i.e., cash) basis at the prevailing
spot rate.
The Fund may enter into repurchase
agreements.
The Fund may invest in money
market instruments. Money market
instruments are high-quality, short-term
securities.
The Fund may invest in U.S. equity
securities (other than Depositary
Receipts) that are traded on a U.S.
exchange or OTC.
II. Proceedings To Determine Whether
To Approve or Disapprove SR–
NYSEArca–2016–67 and Grounds for
Disapproval Under Consideration
The Commission is instituting
proceedings pursuant to section
19(b)(2)(B) of the Act 15 to determine
whether the proposed rule change, as
modified by Amendment No. 3, should
be approved or disapproved. Institution
of such proceedings is appropriate at
this time in view of the legal and policy
issues raised by the proposed rule
change, as modified by Amendment No.
3. Institution of proceedings does not
indicate that the Commission has
reached any conclusions with respect to
any of the issues involved. Rather, as
described below, the Commission seeks
and encourages interested persons to
provide comments on the proposed rule
14 Under normal circumstances, the Fund will
invest in corporate bond issuances that have at least
$100,000,000 par amount outstanding in developed
countries and at least $200,000,000 par amount
outstanding in emerging market countries. See
Amendment No. 3, supra note 6, at 11.
15 15 U.S.C. 78s(b)(2)(B).
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Frm 00102
Fmt 4703
Sfmt 4703
59003
change, as modified by Amendment No.
3.
Pursuant to section 19(b)(2)(B) of the
Act,16 the Commission is providing
notice of the grounds for disapproval
under consideration. The Commission is
instituting proceedings to allow for
additional analysis of the proposed rule
change’s consistency with section
6(b)(5) of the Act, which requires,
among other things, that the rules of a
national securities exchange be
‘‘designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade,’’ and ‘‘to protect investors and the
public interest.’’ 17
III. Procedure: Request for Written
Comments
The Commission requests that
interested persons provide written
submissions of their views, data, and
arguments with respect to the issues
identified above, as well as any other
concerns they may have with the
proposal. In particular, the Commission
invites the written views of interested
persons concerning whether the
proposal is consistent with section
6(b)(5) or any other provision of the Act,
or the rules and regulations thereunder.
Although there do not appear to be any
issues relevant to approval or
disapproval that would be facilitated by
an oral presentation of views, data, and
arguments, the Commission will
consider, pursuant to Rule 19b–4, any
request for an opportunity to make an
oral presentation.18
Interested persons are invited to
submit written data, views, and
arguments regarding whether the
proposal should be approved or
disapproved by September 16, 2016.
Any person who wishes to file a rebuttal
to any other person’s submission must
file that rebuttal by September 30, 2016.
The Commission asks that
commenters address the sufficiency of
the Exchange’s statements in support of
the proposal, which are set forth in the
Notice,19 in addition to any other
comments they may wish to submit
about the proposed rule change, as
modified by Amendment No. 3. In
16 Id.
17 15
U.S.C. 78f(b)(5).
19(b)(2) of the Act, as amended by the
Securities Act Amendments of 1975, Pub. L. 94–29
(June 4, 1975), grants the Commission flexibility to
determine what type of proceeding—either oral or
notice and opportunity for written comments—is
appropriate for consideration of a particular
proposal by a self-regulatory organization. See
Securities Act Amendments of 1975, Senate Comm.
on Banking, Housing & Urban Affairs, S. Rep. No.
75, 94th Cong., 1st Sess. 30 (1975).
19 See Notice, supra note 3.
18 Section
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59004
Federal Register / Vol. 81, No. 166 / Friday, August 26, 2016 / Notices
particular, the Commission seeks
comment on the following:
1. In general, do commenters believe
that the proposal is consistent with the
requirements of section 6(b)(5) of the
Act, which requires that the rules of a
national securities exchange be
designed, among other things, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest?
2. What are commenters’ views
regarding the lack of quantitative
requirements proposed with respect to
certain Non-Principal Investments (e.g.,
U.S. equity securities other than
Depositary Receipts, preferred stock,
and foreign REITs), which may
constitute up to 50% of the Fund’s
portfolio? Is the proposal adequate, with
respect to Non-Principal Investments, to
ensure that the price of the Shares is not
susceptible to manipulation?
3. What are commenters’ views
regarding whether the proposal is
adequate, with respect to Non-Principal
Investments, to ensure adequate pricing
transparency for assets held in the
Fund’s portfolio?
Comments may be submitted by any
of the following methods:
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 these
filings 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–2016–67 and should be
submitted on or before September 16,
2016. Rebuttal comments should be
submitted by September 30, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–20454 Filed 8–25–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78628; File No. SR–
NYSEArca–2016–89]
mstockstill on DSK3G9T082PROD with NOTICES
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–2016–67 on the subject line.
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change Amending the Colocation Services Offered by the
Exchange To Add Certain Access and
Connectivity Fees
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
Numbers SR–NYSEArca–2016–67. 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
Pursuant to section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on August
16, 2016, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
VerDate Sep<11>2014
21:17 Aug 25, 2016
Jkt 238001
August 22, 2016.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to amend the
co-location services offered by the
Exchange as follows: (1) To provide
20 17
CFR 200.30–3(a)(57).
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00103
Fmt 4703
Sfmt 4703
additional information regarding the
access to trading and execution services
and connectivity to data provided to
Users with local area networks available
in the data center; and (2) to establish
fees relating to User’s access to trading
and execution services; connectivity to
data feeds and to testing and
certification feeds; access to clearing;
and other services. In addition, this
proposed rule change reflects changes to
the NYSE Arca Options Fee Schedule
(the ‘‘Options Fee Schedule’’) and,
through its wholly owned subsidiary
NYSE Arca Equities, Inc. (‘‘NYSE Arca
Equities’’), the NYSE Arca Equities
Schedule of Fees and Charges for
Exchange Services (the ‘‘Equities Fee
Schedule’’ and, together with the
Options Fee Schedule, the ‘‘Fee
Schedules’’) related to these co-location
services. The proposed rule change is
available on the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
co-location 4 services offered by the
Exchange as follows: (1) To provide
additional information regarding the
access to trading and execution services
and connectivity to data provided to
Users 5 with local area networks
4 The Exchange initially filed rule changes
relating to its co-location services with the
Securities and Exchange Commission
(‘‘Commission’’) in 2010. See Securities Exchange
Act Release No. 63275 (November 8, 2010), 75 FR
70048 (November 16, 2010) (SR–NYSEArca–2010–
100) (the ‘‘Original Co-location Filing’’). The
Exchange operates a data center in Mahwah, New
Jersey (the ‘‘data center’’) from which it provides
co-location services to Users.
5 For purposes of the Exchange’s co-location
services, a ‘‘User’’ means any market participant
that requests to receive co-location services directly
from the Exchange. See Securities Exchange Act
E:\FR\FM\26AUN1.SGM
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Agencies
[Federal Register Volume 81, Number 166 (Friday, August 26, 2016)]
[Notices]
[Pages 59002-59004]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-20454]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-78627; File No. SR-NYSEArca-2016-67]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Instituting
Proceedings To Determine Whether To Approve or Disapprove a Proposed
Rule Change, as Modified by Amendment No. 3, To List and Trade Shares
of the Natixis Seeyond International Minimum Volatility ETF Under NYSE
Arca Equities Rule 8.600
August 22, 2016.
On May 5, 2016, NYSE Arca, Inc. (``Exchange'' or ``NYSE Arca'')
filed with the Securities and Exchange Commission (``Commission''),
pursuant to section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ a proposed rule change to
list and trade shares (``Shares'') of the Natixis Seeyond International
Minimum Volatility ETF (``Fund'') under NYSE Arca Equities Rule 8.600.
The proposed rule change was published for comment in the Federal
Register on May 25, 2016.\3\ On June 13, 2016, the Exchange filed
Amendment No. 1 to the proposed rule change, which replaced and
superseded the proposed rule change as originally filed.\4\ On June 22,
2016, the Exchange filed Amendment No. 2 to the proposed rule
change.\5\ On July 1, 2016, the Exchange filed Amendment No. 3 to the
proposed rule change, which replaced and superseded the proposed rule
change as modified by Amendments No. 1 and No. 2.\6\ The Commission has
received no comments on the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 77861 (May 19,
2016), 81 FR 33291.
\4\ In Amendment No. 1, the Exchange: (1) Narrows the universe
of investments that may be held by the Fund; (2) discusses the types
of corporate bonds of foreign issuers that the Fund would ordinarily
hold; (3) clarifies potentially ambiguous language in the filing.
\5\ In Amendment No. 2, the Exchange proposes standards for the
corporate bonds of foreign issuers that may be held by the Fund and
clarifies how spot foreign currency transactions would be priced for
purposes of calculating the net asset value (``NAV'') of the Fund.
\6\ In Amendment No. 3, the Exchange revises the standards for
the Fund's investment in non-U.S. equity securities. Amendments No.
1, No. 2, and No. 3 are available at: https://www.sec.gov/comments/sr-nysearca-2016-67/nysearca201667.shtml.
---------------------------------------------------------------------------
On June 30, 2016, pursuant to section 19(b)(2) of the Act,\7\ the
Commission designated a longer period within which to approve the
proposed rule change, disapprove the proposed rule change, or institute
proceedings to determine whether to disapprove the proposed rule
change.\8\ The Commission has not received any comments on the
proposal, as modified by Amendment No. 3.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78s(b)(2).
\8\ See Securities Exchange Act Release No. 78204, 81 FR 44393
(July 7, 2016). The Commission designated a longer period within
which to take action on the proposed rule change and designated
August 23, 2016, as the date by which it should approve, disapprove,
or institute proceedings to determine whether to disapprove the
proposed rule change.
---------------------------------------------------------------------------
This order institutes proceedings under section 19(b)(2)(B) of the
Act \9\ to determine whether to approve or disapprove the proposed rule
change, as modified by Amendment No. 3.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78s(b)(2)(B).
---------------------------------------------------------------------------
I. The Exchange's Description of Proposal \10\
---------------------------------------------------------------------------
\10\ The Commission notes that additional information regarding
Natixis ETF Trust (``Trust''), the Fund, its investments, and the
Shares, including investment strategies, risks, creation and
redemption procedures, fees, portfolio holdings disclosure policies,
calculation of NAV, distributions, and taxes, among other things,
can be found in Amendment No. 3, supra note 6, and the initial
registration statement filed with the Commission on March 14, 2016
on Form N-1A under the Securities Act of 1933 (15 U.S.C. 77a) and
under the Investment Company Act of 1940 (15 U.S.C. 80a-1) relating
to the Fund (File Nos. 333-210156 and 811-23146) (File Nos. 333-
210156 and 811-23146) (``Registration Statement''), as applicable.
---------------------------------------------------------------------------
The Exchange proposes to list and trade the Shares under NYSE Arca
Equities Rule 8.600, which governs the listing and trading of Managed
Fund Shares. The Shares will be offered by the Trust, which is
registered with the Commission as an open-end management investment
company. NGAM Advisors, L.P. will serve as the investment adviser and
administrator to the Fund (``Adviser''). Natixis Asset Management U.S.,
LLC will serve as the Fund's sub-adviser (``Sub-Adviser''). State
Street Bank and Trust Company will serve as custodian and transfer
agent for the Fund.
Principal Investments
The Exchange states that, under normal circumstances,\11\ the Fund
will invest primarily in non-U.S. equity securities, which are common
stocks and ``Depositary Receipts.'' \12\ The Fund
[[Page 59003]]
may invest in companies of any size and typically will invest in a
number of different countries throughout the world. The Fund's
investments may include non-U.S. equity securities traded over-the-
counter (``OTC'') as well as those traded on a U.S. or foreign
securities exchange.\13\
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\11\ The term ``under normal circumstances'' includes, but is
not limited to, the absence of extreme volatility or trading halts
in the securities markets or the financial markets generally;
circumstances under which the Fund's investments are made for
temporary defensive purposes; operational issues (e.g., systems
failures) causing dissemination of inaccurate market information; or
force majeure type events such as natural or man-made disaster, act
of God, armed conflict, act of terrorism, riot or labor disruption,
or any similar intervening circumstance.
\12\ Investments in common stock of foreign corporations may be
in the form of American Depositary Receipts (``ADRs'') and Global
Depositary Receipts (collectively ``Depositary Receipts''). Not more
than 10% of the Fund's assets will be invested in non-exchange-
listed ADRs.
\13\ Non-U.S. equity securities in the Fund's portfolio will
meet the following criteria on a continual basis: (1) Non-U.S.
equity securities each shall have a minimum market value of at least
$100 million; (2) non-U.S. equity securities each shall have a
minimum global monthly trading volume of 250,000 shares, or minimum
global notional volume traded per month of $25,000,000, averaged
over the last six months; (3) the most heavily weighted non-U.S.
equity security shall not exceed 25% of the weight of the Fund's
entire portfolio, and, to the extent applicable, the five most
heavily weighted non-U.S. equity securities shall not exceed 60% of
the weight of the Fund's entire portfolio; and (4) each non-U.S.
equity security shall be listed and traded on an exchange that has
last-sale reporting. See Amendment No. 3, supra note 6, at 6, n.8.
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Other Investments
The Exchange states that, while the Fund, under normal
circumstances, will invest primarily (more than 50% of its assets) in
non-U.S. equity securities, as described above, the Fund will invest
its remaining assets in the securities and financial instruments
described below (``Non-Principal Investments'').
The Fund may invest in: certificates of deposit; time deposits,
which are non-negotiable deposits maintained in a bank for a specified
period of time up to seven days at a stated interest rate; and bankers'
acceptances, which are credit instruments evidencing the obligation of
a bank to pay a draft drawn on it by a customer.
The Fund also may purchase U.S. dollar-denominated obligations
issued by foreign branches of domestic banks or foreign branches of
foreign banks (``Eurodollar'' obligations) and domestic branches of
foreign banks (``Yankee dollar'' obligations).
The Fund may invest in the following U.S. government securities:
U.S. Treasury Bills; U.S. Treasury Notes and Bonds; U.S. Treasury
Floating Rate Notes; and Treasury Inflation-Protected Securities.
The Fund may invest in other investment companies, including
exchange-traded funds. The Fund may invest in U.S. or foreign exchange-
traded real estate investment trusts (``REITs'').
The Fund may invest in preferred stock traded on a U.S. or foreign
exchange or OTC.
The Fund may invest in the following foreign debt securities, all
or a portion of which may be non-U.S. dollar-denominated: (1) Debt
obligations issued or guaranteed by non-U.S. national, provincial,
state, municipal or other governments or by their agencies or
instrumentalities, including ``Brady Bonds''; (ii) debt obligations of
supranational entities; (iii) debt obligations of the U.S. government
issued in non-dollar securities; (iv) debt obligations and other fixed-
income securities of foreign corporate issuers; \14\ and (v) non-U.S.
dollar-denominated securities of U.S. corporate issuers.
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\14\ Under normal circumstances, the Fund will invest in
corporate bond issuances that have at least $100,000,000 par amount
outstanding in developed countries and at least $200,000,000 par
amount outstanding in emerging market countries. See Amendment No.
3, supra note 6, at 11.
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The Fund may engage in foreign currency transactions for both
hedging and investment purposes. To protect against a change in the
foreign currency exchange rate between the date on which the Fund
contracts to purchase or sell a security and the settlement date for
the purchase or sale, to gain exposure to one or more foreign
currencies or to ``lock in'' the equivalent of a dividend or interest
payment in another currency, the Fund might purchase or sell a foreign
currency on a spot (i.e., cash) basis at the prevailing spot rate.
The Fund may enter into repurchase agreements.
The Fund may invest in money market instruments. Money market
instruments are high-quality, short-term securities.
The Fund may invest in U.S. equity securities (other than
Depositary Receipts) that are traded on a U.S. exchange or OTC.
II. Proceedings To Determine Whether To Approve or Disapprove SR-
NYSEArca-2016-67 and Grounds for Disapproval Under Consideration
The Commission is instituting proceedings pursuant to section
19(b)(2)(B) of the Act \15\ to determine whether the proposed rule
change, as modified by Amendment No. 3, should be approved or
disapproved. Institution of such proceedings is appropriate at this
time in view of the legal and policy issues raised by the proposed rule
change, as modified by Amendment No. 3. Institution of proceedings does
not indicate that the Commission has reached any conclusions with
respect to any of the issues involved. Rather, as described below, the
Commission seeks and encourages interested persons to provide comments
on the proposed rule change, as modified by Amendment No. 3.
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\15\ 15 U.S.C. 78s(b)(2)(B).
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Pursuant to section 19(b)(2)(B) of the Act,\16\ the Commission is
providing notice of the grounds for disapproval under consideration.
The Commission is instituting proceedings to allow for additional
analysis of the proposed rule change's consistency with section 6(b)(5)
of the Act, which requires, among other things, that the rules of a
national securities exchange be ``designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade,'' and ``to protect investors and the public
interest.'' \17\
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\16\ Id.
\17\ 15 U.S.C. 78f(b)(5).
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III. Procedure: Request for Written Comments
The Commission requests that interested persons provide written
submissions of their views, data, and arguments with respect to the
issues identified above, as well as any other concerns they may have
with the proposal. In particular, the Commission invites the written
views of interested persons concerning whether the proposal is
consistent with section 6(b)(5) or any other provision of the Act, or
the rules and regulations thereunder. Although there do not appear to
be any issues relevant to approval or disapproval that would be
facilitated by an oral presentation of views, data, and arguments, the
Commission will consider, pursuant to Rule 19b-4, any request for an
opportunity to make an oral presentation.\18\
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\18\ Section 19(b)(2) of the Act, as amended by the Securities
Act Amendments of 1975, Pub. L. 94-29 (June 4, 1975), grants the
Commission flexibility to determine what type of proceeding--either
oral or notice and opportunity for written comments--is appropriate
for consideration of a particular proposal by a self-regulatory
organization. See Securities Act Amendments of 1975, Senate Comm. on
Banking, Housing & Urban Affairs, S. Rep. No. 75, 94th Cong., 1st
Sess. 30 (1975).
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Interested persons are invited to submit written data, views, and
arguments regarding whether the proposal should be approved or
disapproved by September 16, 2016. Any person who wishes to file a
rebuttal to any other person's submission must file that rebuttal by
September 30, 2016.
The Commission asks that commenters address the sufficiency of the
Exchange's statements in support of the proposal, which are set forth
in the Notice,\19\ in addition to any other comments they may wish to
submit about the proposed rule change, as modified by Amendment No. 3.
In
[[Page 59004]]
particular, the Commission seeks comment on the following:
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\19\ See Notice, supra note 3.
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1. In general, do commenters believe that the proposal is
consistent with the requirements of section 6(b)(5) of the Act, which
requires that the rules of a national securities exchange be designed,
among other things, to promote just and equitable principles of trade,
to remove impediments to and perfect the mechanism of a free and open
market and a national market system, and, in general, to protect
investors and the public interest?
2. What are commenters' views regarding the lack of quantitative
requirements proposed with respect to certain Non-Principal Investments
(e.g., U.S. equity securities other than Depositary Receipts, preferred
stock, and foreign REITs), which may constitute up to 50% of the Fund's
portfolio? Is the proposal adequate, with respect to Non-Principal
Investments, to ensure that the price of the Shares is not susceptible
to manipulation?
3. What are commenters' views regarding whether the proposal is
adequate, with respect to Non-Principal Investments, to ensure adequate
pricing transparency for assets held in the Fund's portfolio?
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-2016-67 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 Numbers SR-NYSEArca-2016-67. 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 these filings 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-2016-67 and should
be submitted on or before September 16, 2016. Rebuttal comments should
be submitted by September 30, 2016.
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\20\ 17 CFR 200.30-3(a)(57).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-20454 Filed 8-25-16; 8:45 am]
BILLING CODE 8011-01-P