Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing of Proposed Rule Change Regarding Streaming Quote Traders and Remote Streaming Quote Traders Entering Certain Option Day Limit Orders, 49816-49818 [2011-20390]
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49816
Federal Register / Vol. 76, No. 155 / Thursday, August 11, 2011 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65050; File No. SR–Phlx–
2011–101]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing of Proposed Rule Change
Regarding Streaming Quote Traders
and Remote Streaming Quote Traders
Entering Certain Option Day Limit
Orders
August 5, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1, and Rule 19b–42 thereunder,
notice is hereby given that on July 27,
2011, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing with the
Commission a proposal to allow entry of
day limit orders for the proprietary
accounts of Streaming Quote Traders
and Remote Streaming Quote Traders.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxphlx.cchwallstreet.com/
NASDAQOMXPHLX/Filings/, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
srobinson on DSK4SPTVN1PROD with NOTICES
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.
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposal is to
amend two subsections of Exchange
Rule 1080 to allow entry of day limit
orders for the proprietary accounts of
Streaming Quote Traders (SQTs’’) and
Remote Streaming Quote Traders
(‘‘RSQTs’’). The proposal will promote
consistency among Registered Options
Traders (‘‘ROT’’) on the Exchange by
allowing SQTs and RSQTs to enter day
limit orders exactly as non-SQT ROTs
may currently do under the rules.
Background
There are several types of market
makers on the Exchange, including
ROTs,3 SQTs,4 RSQTs,5 and specialists.6
Each option class and series listed on
the Exchange must currently have a
specialist that is either a floor-based
specialist or an off-floor specialist
known as a Remote Specialist. The
specialist system remains un-impacted
by this proposal. This proposal deals
exclusively with the electronic entry of
day limit orders in SQT and RSQT
proprietary accounts.
Current Rule 1080 (Phlx XL and XL II)
discusses the Exchange’s enhanced
electronic order, trading, and execution
system (the ‘‘electronic interface’’). The
current iteration of the Exchange’s
electronic interface is known as Phlx XL
II.7 Rule 1080 states that it governs the
orders, execution reports and
administrative order messages
3 An ROT is a regular member or a foreign
currency options participant of the Exchange
located on the trading floor who has received
permission from the Exchange to trade in options
for his own account. See Rule 1014 (b)(i).
4 An SQT is an ROT who has received permission
from the Exchange to generate and submit option
quotations electronically in options to which such
SQT is assigned. An SQT may only submit such
quotations while such SQT is physically present on
the floor of the Exchange. See Rule 1014(b)(ii)(A).
5 An RSQT is an ROT that is a member or member
organization with no physical trading floor
presence who has received permission from the
Exchange to generate and submit option quotations
electronically in options to which such RSQT has
been assigned. An RSQT may only submit such
quotations electronically from off the floor of the
Exchange. See Rule 1014(b)(ii)(B).
6 A Specialist (which includes an off-floor Remote
Specialist) is an Exchange member who is
registered as an options specialist pursuant to Rule
1020(a).
7 See Securities Exchange Act Release No. 59995
(May 28, 2009), 74 FR 26750 (June 3, 2009) (SR–
Phlx–2009–32)(order approving Phlx XL II). Phlx
XL II is the Exchange’s electronic order delivery
and reporting system, which provides for the
automatic entry and routing of Exchange-listed
equity options, index options and U.S. dollarsettled foreign currency options orders to the
Exchange trading floor. Rule 1080(a).
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Frm 00092
Fmt 4703
Sfmt 4703
transmitted between the offices of
member organizations and the trading
floors of the Exchange. Rule 1080 also
discusses what agency and proprietary
orders are eligible for entry into the
Exchange’s electronic interface.8
Subsection (b)(i)(A) of Rule 1080
indicates the types of agency orders that
are eligible for entry via electronic
interface.9 The Exchange does not
propose any changes regarding entry of
agency orders.
Subsection (b)(i)(B) of Rule 1080
indicates the types of proprietary (nonagency) orders that are eligible for entry
via electronic interface. This subsection
states that certain types of proprietary
orders are eligible for entry via
electronic interface subject to
Commentary .04 of Rule 1080, discussed
below.10
Subsection (b)(i)(B)(1) of Rule 1080
indicates the types of non-SQT ROTs
and specialists proprietary orders that
are eligible for entry via electronic
interface, including GTC, day limit, IOC,
ISO, limit on opening, and simple
cancel orders.11 The Exchange does not
propose any changes regarding this
subsection.12
Subsection (b)(i)(B)(2) states that the
following types of orders for the
proprietary account(s) of SQTs and
RSQTs are eligible for entry via
electronic interface: Limit on opening,
IOC, and ISO. Currently, there is no
ability for SQTs and RSQTs to enter day
limit orders in their proprietary
8 In addition, Rule 1080 deals with, among other
things, how quotations interact with limit orders on
the book, order routing through the electronic
interface, Price Improvement XL (known as
‘‘PIXL’’), specialized quote feed (known as ‘‘SQF’’),
qualified contingent cross orders, and complex
orders.
9 Rule 1080(b)(i)(A). This section states that for
purposes of Exchange options trading, an agency
order is any order entered on behalf of a public
customer, and does not include any order entered
for the account of a broker-dealer, or any account
in which a broker-dealer or an associated person of
a broker-dealer has any direct or indirect interest.
10 Commentary .04 of Rule 1080 states that Orders
for the proprietary accounts of SQTs, RSQTs and
non-SQT ROTs that may be entered for delivery
through the electronic interface (through the use of
Exchange approved proprietary systems to interface
with the electronic interface of the Exchange) shall
be for a minimum of one (1) contract. Orders for the
proprietary account(s) of non-SQT ROTs with a size
of less than 10 contracts shall be submitted as IOC
only. Orders for the proprietary account(s) of SQTs
and RSQTs shall be submitted as IOC only.
11 Rule 1066 discusses certain order types.
12 Subsection (b)(i)(B)(1), states that the following
types of orders for the proprietary account(s) of
non-SQT ROTs and specialists with a size of 10
contracts or greater are eligible for entry via
electronic interface with AUTOM: GTC, day limit,
IOC, ISO, limit on opening and simple cancel. The
subsection states also that orders for the proprietary
account(s) of non-SQT ROTs and specialists with a
size of less than 10 contracts shall be submitted as
IOC only.
E:\FR\FM\11AUN1.SGM
11AUN1
srobinson on DSK4SPTVN1PROD with NOTICES
Federal Register / Vol. 76, No. 155 / Thursday, August 11, 2011 / Notices
accounts. The proposal corrects this
limitation by allowing day limit orders
for the proprietary account(s) of SQTs
and RSQTs to be entered pursuant to
subsection (b)(i)(B)(2). The proposed
change will promote consistency among
ROTs by allowing SQTs and RSQTs to
do what Commentary .04 of Rule 1080
now allows non-SQT ROTs to do: enter
certain day limit orders (10 or more
contracts) in their proprietary
accounts.13
Commentary .04 of Rule 1080 states
that orders for the proprietary accounts
of SQTs, RSQTs and non-SQT ROTs
may be entered for delivery via
electronic interface through the use of
Exchange approved proprietary systems
of members that interface with the
Exchange’s electronic interface.14
Currently, proprietary non-SQT ROT
orders with a size of less than 10
contracts have to be submitted as IOC
and larger orders may be submitted as
day limit and other order types; while
proprietary SQT and RSQT orders may
only be submitted as IOC.
The Exchange is proposing to put all
the ROTs (SQTs, RSQTs and non-SQT
ROTs) on an equal footing. Specifically,
the Exchange proposes to state in
Commentary .04 that orders for the
proprietary account(s) of SQTs, RSQTs,
and non-SQT ROTs with a size of less
than 10 contracts shall be submitted as
IOC only. Thus, where SQT and RSQT
orders under the current rule could only
be submitted as IOC, the proposed
change to Commentary .04 would allow
these SQTs and RSQTs to enter non IOC
orders (e.g. day orders) in proprietary
accounts if they are for 10 or more
contracts.
The Exchange is proposing to amend
subsection (b)(i)(B)(2) and
Commentary.04 of Exchange Rule 1080
in order to encourage more liquidity by
allowing market makers to rest more
orders on the book. Initially with the
onset of electronic quoting, the
Exchange wanted to encourage
electronic quoting and trading and thus
did not accept day or day limit orders
in the proprietary accounts of liquidity
providers such as RSQTs and SQTs nor
allow SQTs and RSQTs to submit nonIOC orders. With the extensive
development of electronic market
making, however, the Exchange has
come to believe that allowance of day
orders per subsection (b)(i)(B)(2) and
Commentary .04 would enhance
liquidity rather than discourage
13 Also, subsection (b)(i)(B)(1) allows non-SQTs
and specialists to enter certain day limit orders (10
or more contracts) in their proprietary accounts.
14 Such orders have to be for a minimum of one
(1) contract.
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15:59 Aug 10, 2011
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electronic quoting and trading on the
Exchange, to the benefit of traders and
public customers.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 15 in general, and furthers the
objectives of Section 6(b)(5) of the Act 16
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, and to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system by further
enhancing liquidity to the benefit of
traders and public customers. This
would be achieved by conforming
subsection (b)(i)(B)(2) and Commentary
.04 of Rule 1080 and thereby promoting
consistency through uniformly allowing
day limit orders for the proprietary
account(s) of Registered Options Traders
(SQTs, RSQTs, and non-SQT ROTs) to
be entered via the Exchange’s electronic
interface. Prior to this proposal, such
orders were allowed only for non-SQT
ROTs.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
(i) as the Commission may designate up
to 90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the Exchange consents,
the Commission shall: (a) By order
approve or disapprove such proposed
rule change, or (b) institute proceedings
to determine whether the proposed rule
change should be disapproved.
15 15
16 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00093
Fmt 4703
Sfmt 4703
49817
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Phlx–2011–101 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–Phlx–2011–101. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of
10 a.m. and 3 p.m. Copies of the filing
also will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–Phlx–
2011–101 and should be submitted on
or before September 1, 2011.
E:\FR\FM\11AUN1.SGM
11AUN1
49818
Federal Register / Vol. 76, No. 155 / Thursday, August 11, 2011 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–20390 Filed 8–10–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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.
[Release No. 34–65048; File No. SR–
NYSEArca–2011–52]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending NYSE Arca
Options Rule 6.90 To Permit Qualified
Contingent Cross Orders To Be
Electronically Submitted to the NYSE
Arca System From the Floor of the
Exchange for Potential Execution
1. Purpose
The purpose of this filing is to amend
Rule 6.90 to permit QCCs to be
electronically submitted to the NYSE
Arca System from the Floor of the
Exchange for potential execution.4 This
filing is modeled after a recently
approved rule change by NASDAQ
OMX PHLX (‘‘PHLX’’).5
August 5, 2011.
Background
The Exchange recently adopted rules
that permit OTP Holders to submit
QCCs electronically from off the Floor
through the NYSE Arca System.6 The
QCC permits an NYSE Arca OTP Holder
to effect a qualified contingent trade
(‘‘QCT’’) in a Regulation NMS stock and
cross the options leg of the trade on the
Exchange immediately upon entry and
without order exposure if the order is
for at least 1,000 contracts, is part of a
QCT, is executed at a price at least equal
to the NBBO and if there are no
Customer Orders in the Exchange’s
Consolidated Book at the same price.7
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 1,
2011, NYSE Arca, Inc. (the ‘‘Exchange’’
or ‘‘NYSE Arca’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Arca Options Rule 6.90 to permit
Qualified Contingent Cross Orders
(‘‘QCCs’’) to be electronically submitted
to the NYSE Arca System from the Floor
of the Exchange for potential execution.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.nyse.com, on the
Commission’s Web site at https://
www.sec.gov, at the Exchange’s
principal office, and at the
Commission’s Public Reference Room.
srobinson on DSK4SPTVN1PROD with NOTICES
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,
17 17
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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17:49 Aug 10, 2011
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4 The
NYSE Arca System is configured to
automatically reject a QCC entered when the order
is for less than 1,000 contracts, is entered at a price
worse than the national best bid or offer (‘‘NBBO’’)
or is entered at the same price as Customer orders
in the Exchange’s Consolidated Book.
5 See Securities Exchange Act Release No. 64688
(June 16, 2011), 76 FR 36606 (June 22, 2011) (SR–
Phlx–2011–56).
6 See Securities Exchange Act Release No. 64086
(March 17, 2011), 76 FR 16021 (March 22, 2011)
(SR–NYSEArca–2011–09) (‘‘NYSE Arca Electronic
QCC Filing’’).
7 A QCT is a transaction consisting of two or more
component orders, executed as agent or principal,
where: (a) At least one component is an NMS stock,
as defined in Rule 600 of Regulation NMS under the
Exchange Act; (b) all components are effected with
a product or price contingency that either has been
agreed to by all the respective counterparties or
arranged for by a broker-dealer as principal or
agent; (c) the execution of one component is
contingent upon the execution of all other
components at or near the same time; (d) the
specific relationship between the component orders
(e.g., the spread between the prices of the
component orders) is determined by the time the
contingent order is placed; (e) the component
orders bear a derivative relationship to one another,
represent different classes of shares of the same
issuer, or involve the securities of participants in
mergers or with intentions to merge that have been
announced or cancelled; and (f) the transaction is
fully hedged (without regard to any prior existing
PO 00000
Frm 00094
Fmt 4703
Sfmt 4703
The NYSE Arca Electronic QCC Filing
was based on an International Securities
Exchange (‘‘ISE’’) rule approved by the
Commission.8 The ISE QCC Proposal
was controversial, attracting opposition
from multiple exchanges including
NYSE Arca.9 The Commission,
however, ultimately approved the ISE
QCC Proposal, finding it to be consistent
with the Securities Exchange Act of
1934 (the ‘‘Act’’). NYSE Arca
implemented the NYSE Arca Electronic
QCC Filing, and is proposing this rule
change, as a competitive response to the
approval of the PHLX floor-based QCC
filing.
Under the NYSE Arca Electronic QCC
Filing, QCCs currently may only be
submitted electronically from off the
Floor through the NYSE Arca System. In
this regard, OTP Holders on the Floor of
the Exchange are not allowed to enter
QCCs into the NYSE Arca System, or
otherwise effect them in open outcry. To
provide a mechanism for the Exchange
to surveil for whether QCCs were
entered from off of the Floor, the
Exchange adopted Commentary .01 to
Rule 6.90, which requires OTP Holders
to maintain books and records
demonstrating that each QCC was
routed to the NYSE Arca System from
off of the Floor. Presently, any QCC that
does not have a corresponding record
required by this provision would be
deemed to have been entered from on
the Floor in violation of Rule 6.90. In
addition, the Exchange has adopted
policies and procedures to ensure that
OTP Holders use the QCC properly.10
Discussion
QCCs permit OTP Holders to provide
their customers a net price for the entire
position) as a result of other components of the
contingent trade. See Securities Exchange Act
Release No. 57620 (April 4, 2008), 73 FR 19271
(April 9, 2008) (the ‘‘QCT Release’’). That release
superseded a release initially granting the QCT
exemption. See Securities Exchange Act Release
No. 54389 (August 31, 2006), 71 FR 52829
(September 7, 2006) (‘‘Original QCT Exemption’’).
8 See Securities Exchange Act Release No. 63955
(February 24, 2011), 76 FR 11533 (March 2, 2011)
(SR–ISE–2010–73) (‘‘ISE Approval’’). See also
Securities Exchange Act Release No. 62523 (July 16,
2010), 75 FR 43211 (July 23, 2010) (SR–ISE–2010–
73) (‘‘ISE QCC Proposal’’).
9 The Exchange notes that letters commenting on
the ISE Proposal were submitted on its behalf by the
Exchange’s parent company, NYSE Euronext. See
e.g., letters dated August 9, 2010 and October 21,
2010 from Janet L. McGinness, Senior Vice
President—Legal & Corporate Secretary, Legal &
Government Affairs, NYSE Euronext.
10 First, the Exchange requires OTP Holders to
properly mark all QCCs as such. In addition, the
Financial Industry Regulatory Authority (‘‘FINRA’’),
on behalf of the Exchange, has implemented an
examination and surveillance program to assess
OTP Holder compliance with the requirements
applicable to QCCs, including the requirement that
the stock leg of the transaction be executed at or
near the same time as the options leg.
E:\FR\FM\11AUN1.SGM
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Agencies
[Federal Register Volume 76, Number 155 (Thursday, August 11, 2011)]
[Notices]
[Pages 49816-49818]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-20390]
[[Page 49816]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65050; File No. SR-Phlx-2011-101]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing of Proposed Rule Change Regarding Streaming Quote Traders and
Remote Streaming Quote Traders Entering Certain Option Day Limit Orders
August 5, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\, and Rule 19b-4\2\ thereunder, notice is hereby given
that on July 27, 2011, NASDAQ OMX PHLX LLC (``Phlx'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I, II,
and III, below, which Items have been prepared by the Exchange. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing with the Commission a proposal to allow
entry of day limit orders for the proprietary accounts of Streaming
Quote Traders and Remote Streaming Quote Traders.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.com/NASDAQOMXPHLX/Filings/, at the principal office of the Exchange, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant 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 purpose of the proposal is to amend two subsections of Exchange
Rule 1080 to allow entry of day limit orders for the proprietary
accounts of Streaming Quote Traders (SQTs'') and Remote Streaming Quote
Traders (``RSQTs''). The proposal will promote consistency among
Registered Options Traders (``ROT'') on the Exchange by allowing SQTs
and RSQTs to enter day limit orders exactly as non-SQT ROTs may
currently do under the rules.
Background
There are several types of market makers on the Exchange, including
ROTs,\3\ SQTs,\4\ RSQTs,\5\ and specialists.\6\ Each option class and
series listed on the Exchange must currently have a specialist that is
either a floor-based specialist or an off-floor specialist known as a
Remote Specialist. The specialist system remains un-impacted by this
proposal. This proposal deals exclusively with the electronic entry of
day limit orders in SQT and RSQT proprietary accounts.
---------------------------------------------------------------------------
\3\ An ROT is a regular member or a foreign currency options
participant of the Exchange located on the trading floor who has
received permission from the Exchange to trade in options for his
own account. See Rule 1014 (b)(i).
\4\ An SQT is an ROT who has received permission from the
Exchange to generate and submit option quotations electronically in
options to which such SQT is assigned. An SQT may only submit such
quotations while such SQT is physically present on the floor of the
Exchange. See Rule 1014(b)(ii)(A).
\5\ An RSQT is an ROT that is a member or member organization
with no physical trading floor presence who has received permission
from the Exchange to generate and submit option quotations
electronically in options to which such RSQT has been assigned. An
RSQT may only submit such quotations electronically from off the
floor of the Exchange. See Rule 1014(b)(ii)(B).
\6\ A Specialist (which includes an off-floor Remote Specialist)
is an Exchange member who is registered as an options specialist
pursuant to Rule 1020(a).
---------------------------------------------------------------------------
Current Rule 1080 (Phlx XL and XL II) discusses the Exchange's
enhanced electronic order, trading, and execution system (the
``electronic interface''). The current iteration of the Exchange's
electronic interface is known as Phlx XL II.\7\ Rule 1080 states that
it governs the orders, execution reports and administrative order
messages transmitted between the offices of member organizations and
the trading floors of the Exchange. Rule 1080 also discusses what
agency and proprietary orders are eligible for entry into the
Exchange's electronic interface.\8\
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\7\ See Securities Exchange Act Release No. 59995 (May 28,
2009), 74 FR 26750 (June 3, 2009) (SR-Phlx-2009-32)(order approving
Phlx XL II). Phlx XL II is the Exchange's electronic order delivery
and reporting system, which provides for the automatic entry and
routing of Exchange-listed equity options, index options and U.S.
dollar-settled foreign currency options orders to the Exchange
trading floor. Rule 1080(a).
\8\ In addition, Rule 1080 deals with, among other things, how
quotations interact with limit orders on the book, order routing
through the electronic interface, Price Improvement XL (known as
``PIXL''), specialized quote feed (known as ``SQF''), qualified
contingent cross orders, and complex orders.
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Subsection (b)(i)(A) of Rule 1080 indicates the types of agency
orders that are eligible for entry via electronic interface.\9\ The
Exchange does not propose any changes regarding entry of agency orders.
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\9\ Rule 1080(b)(i)(A). This section states that for purposes of
Exchange options trading, an agency order is any order entered on
behalf of a public customer, and does not include any order entered
for the account of a broker-dealer, or any account in which a
broker-dealer or an associated person of a broker-dealer has any
direct or indirect interest.
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Subsection (b)(i)(B) of Rule 1080 indicates the types of
proprietary (non-agency) orders that are eligible for entry via
electronic interface. This subsection states that certain types of
proprietary orders are eligible for entry via electronic interface
subject to Commentary .04 of Rule 1080, discussed below.\10\
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\10\ Commentary .04 of Rule 1080 states that Orders for the
proprietary accounts of SQTs, RSQTs and non-SQT ROTs that may be
entered for delivery through the electronic interface (through the
use of Exchange approved proprietary systems to interface with the
electronic interface of the Exchange) shall be for a minimum of one
(1) contract. Orders for the proprietary account(s) of non-SQT ROTs
with a size of less than 10 contracts shall be submitted as IOC
only. Orders for the proprietary account(s) of SQTs and RSQTs shall
be submitted as IOC only.
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Subsection (b)(i)(B)(1) of Rule 1080 indicates the types of non-SQT
ROTs and specialists proprietary orders that are eligible for entry via
electronic interface, including GTC, day limit, IOC, ISO, limit on
opening, and simple cancel orders.\11\ The Exchange does not propose
any changes regarding this subsection.\12\
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\11\ Rule 1066 discusses certain order types.
\12\ Subsection (b)(i)(B)(1), states that the following types of
orders for the proprietary account(s) of non-SQT ROTs and
specialists with a size of 10 contracts or greater are eligible for
entry via electronic interface with AUTOM: GTC, day limit, IOC, ISO,
limit on opening and simple cancel. The subsection states also that
orders for the proprietary account(s) of non-SQT ROTs and
specialists with a size of less than 10 contracts shall be submitted
as IOC only.
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Subsection (b)(i)(B)(2) states that the following types of orders
for the proprietary account(s) of SQTs and RSQTs are eligible for entry
via electronic interface: Limit on opening, IOC, and ISO. Currently,
there is no ability for SQTs and RSQTs to enter day limit orders in
their proprietary
[[Page 49817]]
accounts. The proposal corrects this limitation by allowing day limit
orders for the proprietary account(s) of SQTs and RSQTs to be entered
pursuant to subsection (b)(i)(B)(2). The proposed change will promote
consistency among ROTs by allowing SQTs and RSQTs to do what Commentary
.04 of Rule 1080 now allows non-SQT ROTs to do: enter certain day limit
orders (10 or more contracts) in their proprietary accounts.\13\
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\13\ Also, subsection (b)(i)(B)(1) allows non-SQTs and
specialists to enter certain day limit orders (10 or more contracts)
in their proprietary accounts.
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Commentary .04 of Rule 1080 states that orders for the proprietary
accounts of SQTs, RSQTs and non-SQT ROTs may be entered for delivery
via electronic interface through the use of Exchange approved
proprietary systems of members that interface with the Exchange's
electronic interface.\14\ Currently, proprietary non-SQT ROT orders
with a size of less than 10 contracts have to be submitted as IOC and
larger orders may be submitted as day limit and other order types;
while proprietary SQT and RSQT orders may only be submitted as IOC.
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\14\ Such orders have to be for a minimum of one (1) contract.
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The Exchange is proposing to put all the ROTs (SQTs, RSQTs and non-
SQT ROTs) on an equal footing. Specifically, the Exchange proposes to
state in Commentary .04 that orders for the proprietary account(s) of
SQTs, RSQTs, and non-SQT ROTs with a size of less than 10 contracts
shall be submitted as IOC only. Thus, where SQT and RSQT orders under
the current rule could only be submitted as IOC, the proposed change to
Commentary .04 would allow these SQTs and RSQTs to enter non IOC orders
(e.g. day orders) in proprietary accounts if they are for 10 or more
contracts.
The Exchange is proposing to amend subsection (b)(i)(B)(2) and
Commentary.04 of Exchange Rule 1080 in order to encourage more
liquidity by allowing market makers to rest more orders on the book.
Initially with the onset of electronic quoting, the Exchange wanted to
encourage electronic quoting and trading and thus did not accept day or
day limit orders in the proprietary accounts of liquidity providers
such as RSQTs and SQTs nor allow SQTs and RSQTs to submit non-IOC
orders. With the extensive development of electronic market making,
however, the Exchange has come to believe that allowance of day orders
per subsection (b)(i)(B)(2) and Commentary .04 would enhance liquidity
rather than discourage electronic quoting and trading on the Exchange,
to the benefit of traders and public customers.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \15\ in general, and furthers the objectives of Section
6(b)(5) of the Act \16\ in particular, in that it is designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities, and to remove impediments to and perfect the mechanisms of
a free and open market and a national market system by further
enhancing liquidity to the benefit of traders and public customers.
This would be achieved by conforming subsection (b)(i)(B)(2) and
Commentary .04 of Rule 1080 and thereby promoting consistency through
uniformly allowing day limit orders for the proprietary account(s) of
Registered Options Traders (SQTs, RSQTs, and non-SQT ROTs) to be
entered via the Exchange's electronic interface. Prior to this
proposal, such orders were allowed only for non-SQT ROTs.
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\15\ 15 U.S.C. 78f(b).
\16\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the Exchange consents, the Commission shall: (a) By order approve
or disapprove such proposed rule change, or (b) institute proceedings
to determine whether the proposed rule change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-Phlx-2011-101 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2011-101. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of the filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-Phlx-2011-101 and should be
submitted on or before September 1, 2011.
[[Page 49818]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-20390 Filed 8-10-11; 8:45 am]
BILLING CODE 8011-01-P