Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Order Granting Approval to Proposed Rule Change Relating to the Discontinuation of the Differentiation of Price Improvement XL Orders of Less Than 50 Contracts, 62891-62893 [2013-24649]
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Federal Register / Vol. 78, No. 204 / Tuesday, October 22, 2013 / Notices
listed companies. By offering products
and services on a complimentary basis
and ensuring that it is offering the
services most valued by its listed
issuers, the Exchange will improve the
quality of the services that listed
companies receive. Because Tier B
Companies are typically smaller
organizations that pay lower listing fees
to the Exchange than other categories of
listed companies, the Exchange believes
it is reasonable to keep the suite of
complimentary products and services
offered to Tier B Companies unchanged.
With respect to the addition of the
two corporate governance packages, the
Exchange believes that it is reasonable,
equitable and not unfairly
discriminatory to allow companies to
choose whether they receive corporate
governance products or one of the other
complimentary products offered by the
Exchange. With respect to the addition
of the data room services and virtual
investor relation tools, the Exchange
believes it is reasonable, equitable and
not unfairly discriminatory to offer an
additional product to all listed
companies. The Exchange further notes
that the proposed rule change is
equitable and not unfairly
discriminatory because the criteria for
satisfying the tiers are the same for all
similarly situated companies.
Companies are not forced or required to
utilize the complimentary products and
services as a condition of listing. All
companies will continue to receive
some level of free services.
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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 that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed change simply expands the
universe of products and services
offered to certain listed companies.
While the value of complimentary
products and services offered by the
Exchange will increase marginally, such
increased value will be offered to all
listed companies without regard to size
or status. Accordingly, the Exchange
does not believe that the proposed
change will impose any burden on
competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
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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 self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
62891
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NYSE–
2013–68 and should be submitted on or
before November 12, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24637 Filed 10–21–13; 8:45 am]
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSE–2013–68 on the subject line.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70654; File No. SR–Phlx–
2013–76]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Order
Granting Approval to Proposed Rule
Change Relating to the
Discontinuation of the Differentiation
of Price Improvement XL Orders of
Less Than 50 Contracts
Paper Comments
October 10, 2013.
• 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–NYSE–2013–68. 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
I. Introduction
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On August 16, 2013, NASDAQ OMX
PHLX LLC (the ‘‘Exchange’’ or ‘‘Phlx’’)
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 end the different treatment of
orders of less than 50 contracts entered
into Phlx’s Price Improvement XL
auction (‘‘PIXL,’’ ‘‘PIXL Auction,’’ or
‘‘Auction’’). The proposed rule change
was published for comment in the
Federal Register on August 27, 2013.3
The Commission received no comments
on the proposal. This order approves the
proposed rule change.
II. Description of the Proposal
Phlx Rule 1080(n) provides a price
improvement mechanism in which a
member (an ‘‘Initiating Member’’) may
electronically submit for execution an
order it represents as agent on behalf of
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 70242
(August 21, 2013), 78 FR 52991 (August 27, 2013)
(‘‘Notice’’).
1 15
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62892
Federal Register / Vol. 78, No. 204 / Tuesday, October 22, 2013 / Notices
a public customer, broker-dealer, or any
other entity (the ‘‘PIXL Order’’) against
principal interest or against any other
order it represents as agent, provided
that such Initiating Member submits the
PIXL Order for electronic execution into
the one-second long PIXL Auction. Phlx
rules currently provide that if a PIXL
Order 4 is a public customer order and
is for 50 contracts or more, the Initiating
Member must stop the entire PIXL
Order at a price that is equal to or better
than the National Best Bid or Offer
(‘‘NBBO’’) on the opposite side of the
market from the PIXL Order, provided
that such price must be at least one
minimum price improvement increment
(as determined by the Exchange but not
smaller than one cent) better than any
limit order on the limit order book on
the same side of the market as the PIXL
Order.5 Phlx rules also provide that if
the PIXL Order is for a non-public
customer and is for 50 contracts or
more, the Initiating Member must stop
the entire PIXL Order at a price that is
the better of: (i) the PBBO price
improved by at least one minimum
price improvement increment on the
same side of the market as the PIXL
Order; or (ii) the PIXL Order’s limit
price (if the order is a limit order),
provided in either case that such price
is at or better than the NBBO.6
However, Phlx rules currently provide
different treatment if the PIXL Order is
for fewer than 50 contracts. Specifically,
if the PIXL Order is a public customer
order and is less than 50 contracts, the
Initiating Member must stop the entire
PIXL Order at a price that is the better
of: (i) the PBBO price on the opposite
side of the market from the PIXL Order,
improved by at least one minimum
price improvement increment; or (ii) the
PIXL Order’s limit price (if the order is
a limit order), provided in either case
that such price is at or better than the
NBBO, and at least one price
improvement increment better than any
limit order on the book on the same side
of the market as the PIXL Order.7
Phlx rules also provide that if the
PIXL Order is for a non-public customer
and is for less than 50 contracts, the
Initiating Member must stop the entire
PIXL Order at a price that is the better
of: (i) the PBBO price improved by at
least one minimum price improvement
increment on the same side of the
market as the PIXL Order; or (ii) the
PIXL Order’s limit price (if the order is
4 Phlx Rule 1080(n)(1)(A)–(B) does not apply to
Complex Orders. For Complex Orders, see Phlx
Rule 1080(n)(i)(C).
5 Phlx Rule 1080(n)(i)(A)(1).
6 Phlx Rule 1080(n)(i)(B)(1)
7 Phlx Rule 1080(n)(i)(A)(2)
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a limit order), provided in either case
that such price is at or better than the
NBBO and at least one price
improvement increment better than the
PBBO on the opposite side of the market
from the PIXL Order.8
The Exchange is proposing to
discontinue the differentiation between
PIXL Orders for less than 50 contracts
and PIXL Orders for 50 contracts or
greater.9 As a result, all PIXL Orders,
regardless of their size, will be treated
the same as PIXL Orders that are 50
contracts or greater.10 To initiate an
Auction for public customer orders, the
Initiating Member will be required to
stop the entire PIXL Order at a price that
is equal to or better than the NBBO on
the opposite side of the market from the
PIXL Order, provided that such price
was at least one price improvement
increment (no smaller than one cent)
better than any limit order on the limit
order book on the same side of the
market as the PIXL Order. To initiate an
Auction for non-public customer orders
where the order is for the account of a
broker-dealer or any other person or
entity that is not a public customer, the
Initiating Member will be required to
stop the entire PIXL Order at a price that
is the better of: (i) the PBBO price
improved by at least one minimum
price improvement increment on the
same side of the market as the PIXL
Order; or (ii) the PIXL Order’s limit
price (if the order is a limit order),
provided that in either case that such
price is at or better than the NBBO.
All public customers will continue to
have priority at each price level in
accordance with Phlx Rule
1080(n)(ii)(E).11 Consistent with the
current treatment of PIXL Orders of 50
contracts or greater in size, Phlx will
consider resting quotes and orders for
allocation at the end of the Auction with
all prices that improve the stop price
being considered first. At each given
price point, Phlx will execute public
customer interest in a price/time fashion
such that all public customer interest
that was resting on the order book is
satisfied before any other interest that
arrived after the Auction was initiated.
After public customer interest at a given
8 Phlx
Rule 1080(n)(i)(B)(2).
Exchange is making conforming changes
throughout subsection (n) of Rule 1080 to delete
any rule text that differentiates PIXL procedures
based on size.
10 This proposal does not affect the pilot program
established in Phlx Rule 1080(n)(vii) regarding no
required minimum size for orders to be eligible for
PIXL Auctions. The Exchange notes that it will
continue periodically providing the pilot reports to
the Commission through July 18, 2014, or as
required pursuant to the subsection (n)(vii) pilot.
See Notice, supra note 3, at 78 FR 52992, fn. 5.
11 See Notice, supra note 3, at 78 FR 52992.
9 The
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Fmt 4703
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price point has been satisfied, remaining
contracts will be allocated among all
Exchange quotes, orders and Auction
responses in accordance with the rules
set forth in 1080(n)(ii)(E)(2) based on the
manner in which the PIXL Order was
submitted.
III. Discussion and Commission
Findings
After carefully considering the
proposal, the Commission finds that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to a national securities
exchange 12 and, in particular, the
requirements of Section 6 of the Act.13
Specifically, the Commission finds that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,14 which
requires, among other things, that the
rules of a national securities exchange
be designed to promote just and
equitable principles of trade, remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest.
Under this proposal, a PIXL Order
submitted to the PIXL Auction,
regardless of its size, will be guaranteed
an execution price of at least the NBBO
and, moreover, will be given an
opportunity to receive an execution at a
price better than the NBBO. Public
customer orders of fewer than 50
contracts will not, however, be
guaranteed price improvement over the
NBBO.
In the Notice, the Exchange explained
that, when it first implemented PIXL,
the differentiation provision ‘‘was a
means to ensure some level of price
improvement for smaller orders.’’ 15
Phlx now believes the differentiation
provision ‘‘is unnecessary and indeed is
counterproductive to the [Exchange’s]
goal of treating all PIXL Orders equally
regardless of PIXL Order size.’’ 16 Phlx
argued that, while the proposal removes
the guarantee of price improvement for
smaller initiating orders, it should
benefit customers ‘‘because it will
encourage the entry of more orders into
PIXL, thus it is more likely that such
orders may receive price
improvement.’’ 17 Phlx asserted that its
proposal is consistent with the
12 In approving this proposed rule change the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. 15 U.S.C. 78c(f).
13 15 U.S.C. 78f.
14 15 U.S.C. 78f(b)(5).
15 Notice, supra note 3, at 78 FR 52992.
16 Id.
17 Id. at 52993.
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Federal Register / Vol. 78, No. 204 / Tuesday, October 22, 2013 / Notices
Exchange Act because, among other
things, Phlx ‘‘believes strongly that it
should encourage such price discovery,
and the removal of the [d]ifferentiation
[p]rovision would help to achieve this
and more generally, benefit investors by
offering more opportunities for
customers and non-customers to receive
price improvement.’’ 18 Thus, Phlx
believes that removing the
differentiation provision ‘‘will attract
new order flow that might not currently
be afforded any price improvement
opportunity into PIXL.’’ 19
In further support of its proposal,
Phlx noted that other exchanges,
including the International Securities
Exchange and the BOX Options
Exchange, do not guarantee price
improvement over the NBBO today, and
that Phlx is at a competitive
disadvantage in continuing the
differentiation provision.20 Phlx also
cited to the BOX Options Exchange as
having rules that do not differentiate
price improvement opportunities based
on the order size.21
While Phlx’s proposal will eliminate
the current guarantee of price
improvement it provides to public
customer orders of fewer than 50
contracts, the Commission notes that
some other exchanges do not provide
such benefit in their price improvement
mechanisms.22 Phlx asserts that removal
of the differentiation provision may
remove this competitive disadvantage
and may increase the likelihood of
members entering orders into PIXL,
which can benefit such orders by
exposing them for price improvement.
For example, a member may only be
willing to trade with a PIXL Order at the
NBBO but not better than the NBBO. In
that scenario, Phlx’s proposal could
remove the disincentive for such
member to submit the order to a PIXL
Auction, which ultimately could result
in price improvement for the PIXL
Order if a competitive responder to the
Auction offers to trade with the PIXL
Order at an improved price. The
Commission therefore believes that, to
the extent it may encourage greater
submission of customer orders to the
PIXL price improvement auction, Phlx’s
proposal is designed to promote just and
equitable principles of trade and protect
investors and the public interest.
The Commission notes that Phlx is
not proposing to change any other
provision of PIXL in this proposal. For
example, orders entered into PIXL will
18 Id.
at 52992.
id. at 52993.
21 See id. at 52992.
22 See, e.g., BOX Rule 7150 and ISE Rule 723.
continue to be exposed to all Phlx
members before the initiating member
can execute against the PIXL order.
Further, Phlx is not proposing any
changes to the fact that public customer
orders are afforded priority at each price
point in a PIXL Auction. Further, once
an order is entered into PIXL, it may not
be cancelled by the initiating member
and thus is exposed for possible price
improvement. In addition, the PIXL
Order will still be guaranteed an
execution price of at least the NBBO.
The Commission also notes that the
proposal does not have any impact on
the pilot program established in Phlx
Rule 1080(n)(vii) regarding no required
minimum size for orders to be eligible
for the PIXL. Thus, the Commission and
the Exchange will continue to have
access to data that will help assess
competition within the PIXL.
IV. Conclusion
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19b–4(n)(1)(i) 2 thereunder.3 On April
19, 2013, NSCC filed with the
Commission Amendment No. 1 to the
Advance Notice, which the Commission
published for comment in the Federal
Register on May 1, 2013.4 On May 20,
2013, the Commission extended the
period of review of the Advance Notice,
as modified by Amendment No. 1.5 On
June 11, 2013, NSCC filed with the
Commission Amendment No. 2 to the
Advance Notice, as previously modified
by Amendment No. 1, which the
Commission published for comment in
the Federal Register on July 15, 2013.6
As of October 15, 2013, the Commission
had received 22 comment letters on the
proposal contained in the Advance
Notice and its related Proposed Rule
Change,7 including NSCC’s two
responses to the comment letters
received as of August 20, 2013.8
2 17
CFR 240.19b–4(n)(1)(i).
also filed the proposal contained in the
Advance Notice as proposed rule change SR–
NSCC–2013–02 (‘‘Proposed Rule Change’’) under
Section 19(b)(1) of the Securities and Exchange Act
of 1934 (‘‘Exchange Act’’) and Rule 19b–4
thereunder. Release No. 34–69313 (Apr. 4, 2013), 78
FR 21487 (Apr. 10, 2013). On April 19, 2013, NSCC
filed Amendment No. 1 to the Proposed Rule
Change, which, on May 22, 2013, the Commission
published notice of and designated a longer period
of review for Commission action on the Proposed
Rule Change, as modified by Amendment No. 1.
Release No. 34–69620 (May 22, 2013), 78 FR 32292
(May 29, 2013). On June 11, 2013, NSCC filed
Amendment No. 2 to the Proposed Rule Change,
which the Commission published notice of with an
order instituting proceedings to determine whether
to approve or disapprove the Proposed Rule Change
(‘‘Order Instituting Proceedings’’). Release No. 34–
69951 (Jul. 9, 2013), 78 FR 42140 (Jul. 15, 2013).
On September 25, 2013, the Commission designated
a longer period of review for Commission action on
the Order Instituting Proceedings. Release No. 34–
70501 (Sep. 25, 2013), 78 FR 60347 (Oct. 1, 2013).
On October 7, 2013, NSCC filed Amendment No. 3
to the Proposed Rule Change, of which the
Commission published notice. Release No. 34–
70688 (Oct. 15, 2013). The proposal in the Advance
Notice, as amended, and the Proposed Rule Change,
as amended, shall not take effect until all regulatory
actions required with respect to the proposal are
completed.
4 Release No. 34–69451 (Apr. 25, 2013), 78 FR
25496 (May 1, 2013).
5 Release No. 34–69605 (May 20, 2013), 78 FR
31616 (May 24, 2013).
6 Release No. 34–69954 (Jul. 9, 2013), 78 FR
42127 (Jul. 15, 2013).
7 See Comments Received on File Nos. SR–
NSCC–2013–02 (https://sec.gov/comments/sr-nscc2013-02/nscc201302.shtml) and SR–NSCC–2013–
802 (https://sec.gov/comments/sr-nscc-2013-802/
nscc2013802.shtml). Since the proposal contained
in the Advance Notice was also filed as a Proposed
Rule Change, see Release No. 34–69313, supra note
3, the Commission is considering all public
comments received on the proposal regardless of
whether the comments are submitted to the
Advance Notice, as amended, or the Proposed Rule
Change, as amended.
8 NSCC also received a comment letter directly
prior to filing the Advance Notice and related
Proposed Rule Change with the Commission, which
NSCC provided to the Commission in Amendment
3 NSCC
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR–Phlx–2013–
76) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24649 Filed 10–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70689; File No. SR–NSCC–
2013–802]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Notice of Filing
Amendment No. 3 to Advance Notice,
as Previously Modified by Amendment
Nos. 1 and 2, To Institute Supplemental
Liquidity Deposits to Its Clearing Fund
Designed To Increase Liquidity
Resources To Meet Its Liquidity Needs
October 15, 2013.
On March 21, 2013, National
Securities Clearing Corporation
(‘‘NSCC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
advance notice SR–NSCC–2013–802
(‘‘Advance Notice’’) pursuant to Section
806(e)(1) of the Payment, Clearing, and
Settlement Supervision Act of 2010
(‘‘Clearing Supervision Act’’) 1 and Rule
19 Id.
20 See
62893
23 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 12 U.S.C. 5465(e)(1).
24 17
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Continued
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Agencies
[Federal Register Volume 78, Number 204 (Tuesday, October 22, 2013)]
[Notices]
[Pages 62891-62893]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-24649]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70654; File No. SR-Phlx-2013-76]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Order
Granting Approval to Proposed Rule Change Relating to the
Discontinuation of the Differentiation of Price Improvement XL Orders
of Less Than 50 Contracts
October 10, 2013.
I. Introduction
On August 16, 2013, NASDAQ OMX PHLX LLC (the ``Exchange'' or
``Phlx'') 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 end the different treatment of orders of less
than 50 contracts entered into Phlx's Price Improvement XL auction
(``PIXL,'' ``PIXL Auction,'' or ``Auction''). The proposed rule change
was published for comment in the Federal Register on August 27,
2013.\3\ The Commission received no comments on the proposal. This
order approves 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. 70242 (August 21,
2013), 78 FR 52991 (August 27, 2013) (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposal
Phlx Rule 1080(n) provides a price improvement mechanism in which a
member (an ``Initiating Member'') may electronically submit for
execution an order it represents as agent on behalf of
[[Page 62892]]
a public customer, broker-dealer, or any other entity (the ``PIXL
Order'') against principal interest or against any other order it
represents as agent, provided that such Initiating Member submits the
PIXL Order for electronic execution into the one-second long PIXL
Auction. Phlx rules currently provide that if a PIXL Order \4\ is a
public customer order and is for 50 contracts or more, the Initiating
Member must stop the entire PIXL Order at a price that is equal to or
better than the National Best Bid or Offer (``NBBO'') on the opposite
side of the market from the PIXL Order, provided that such price must
be at least one minimum price improvement increment (as determined by
the Exchange but not smaller than one cent) better than any limit order
on the limit order book on the same side of the market as the PIXL
Order.\5\ Phlx rules also provide that if the PIXL Order is for a non-
public customer and is for 50 contracts or more, the Initiating Member
must stop the entire PIXL Order at a price that is the better of: (i)
the PBBO price improved by at least one minimum price improvement
increment on the same side of the market as the PIXL Order; or (ii) the
PIXL Order's limit price (if the order is a limit order), provided in
either case that such price is at or better than the NBBO.\6\
---------------------------------------------------------------------------
\4\ Phlx Rule 1080(n)(1)(A)-(B) does not apply to Complex
Orders. For Complex Orders, see Phlx Rule 1080(n)(i)(C).
\5\ Phlx Rule 1080(n)(i)(A)(1).
\6\ Phlx Rule 1080(n)(i)(B)(1)
---------------------------------------------------------------------------
However, Phlx rules currently provide different treatment if the
PIXL Order is for fewer than 50 contracts. Specifically, if the PIXL
Order is a public customer order and is less than 50 contracts, the
Initiating Member must stop the entire PIXL Order at a price that is
the better of: (i) the PBBO price on the opposite side of the market
from the PIXL Order, improved by at least one minimum price improvement
increment; or (ii) the PIXL Order's limit price (if the order is a
limit order), provided in either case that such price is at or better
than the NBBO, and at least one price improvement increment better than
any limit order on the book on the same side of the market as the PIXL
Order.\7\
---------------------------------------------------------------------------
\7\ Phlx Rule 1080(n)(i)(A)(2)
---------------------------------------------------------------------------
Phlx rules also provide that if the PIXL Order is for a non-public
customer and is for less than 50 contracts, the Initiating Member must
stop the entire PIXL Order at a price that is the better of: (i) the
PBBO price improved by at least one minimum price improvement increment
on the same side of the market as the PIXL Order; or (ii) the PIXL
Order's limit price (if the order is a limit order), provided in either
case that such price is at or better than the NBBO and at least one
price improvement increment better than the PBBO on the opposite side
of the market from the PIXL Order.\8\
---------------------------------------------------------------------------
\8\ Phlx Rule 1080(n)(i)(B)(2).
---------------------------------------------------------------------------
The Exchange is proposing to discontinue the differentiation
between PIXL Orders for less than 50 contracts and PIXL Orders for 50
contracts or greater.\9\ As a result, all PIXL Orders, regardless of
their size, will be treated the same as PIXL Orders that are 50
contracts or greater.\10\ To initiate an Auction for public customer
orders, the Initiating Member will be required to stop the entire PIXL
Order at a price that is equal to or better than the NBBO on the
opposite side of the market from the PIXL Order, provided that such
price was at least one price improvement increment (no smaller than one
cent) better than any limit order on the limit order book on the same
side of the market as the PIXL Order. To initiate an Auction for non-
public customer orders where the order is for the account of a broker-
dealer or any other person or entity that is not a public customer, the
Initiating Member will be required to stop the entire PIXL Order at a
price that is the better of: (i) the PBBO price improved by at least
one minimum price improvement increment on the same side of the market
as the PIXL Order; or (ii) the PIXL Order's limit price (if the order
is a limit order), provided that in either case that such price is at
or better than the NBBO.
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\9\ The Exchange is making conforming changes throughout
subsection (n) of Rule 1080 to delete any rule text that
differentiates PIXL procedures based on size.
\10\ This proposal does not affect the pilot program established
in Phlx Rule 1080(n)(vii) regarding no required minimum size for
orders to be eligible for PIXL Auctions. The Exchange notes that it
will continue periodically providing the pilot reports to the
Commission through July 18, 2014, or as required pursuant to the
subsection (n)(vii) pilot. See Notice, supra note 3, at 78 FR 52992,
fn. 5.
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All public customers will continue to have priority at each price
level in accordance with Phlx Rule 1080(n)(ii)(E).\11\ Consistent with
the current treatment of PIXL Orders of 50 contracts or greater in
size, Phlx will consider resting quotes and orders for allocation at
the end of the Auction with all prices that improve the stop price
being considered first. At each given price point, Phlx will execute
public customer interest in a price/time fashion such that all public
customer interest that was resting on the order book is satisfied
before any other interest that arrived after the Auction was initiated.
After public customer interest at a given price point has been
satisfied, remaining contracts will be allocated among all Exchange
quotes, orders and Auction responses in accordance with the rules set
forth in 1080(n)(ii)(E)(2) based on the manner in which the PIXL Order
was submitted.
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\11\ See Notice, supra note 3, at 78 FR 52992.
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III. Discussion and Commission Findings
After carefully considering the proposal, the Commission finds that
the proposed rule change is consistent with the requirements of the Act
and the rules and regulations thereunder applicable to a national
securities exchange \12\ and, in particular, the requirements of
Section 6 of the Act.\13\ Specifically, the Commission finds that the
proposed rule change is consistent with Section 6(b)(5) of the Act,\14\
which requires, among other things, that the rules of a national
securities exchange be designed to promote just and equitable
principles of trade, remove impediments to and perfect the mechanisms
of a free and open market and a national market system and, in general,
to protect investors and the public interest.
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\12\ In approving this proposed rule change the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
\13\ 15 U.S.C. 78f.
\14\ 15 U.S.C. 78f(b)(5).
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Under this proposal, a PIXL Order submitted to the PIXL Auction,
regardless of its size, will be guaranteed an execution price of at
least the NBBO and, moreover, will be given an opportunity to receive
an execution at a price better than the NBBO. Public customer orders of
fewer than 50 contracts will not, however, be guaranteed price
improvement over the NBBO.
In the Notice, the Exchange explained that, when it first
implemented PIXL, the differentiation provision ``was a means to ensure
some level of price improvement for smaller orders.'' \15\ Phlx now
believes the differentiation provision ``is unnecessary and indeed is
counterproductive to the [Exchange's] goal of treating all PIXL Orders
equally regardless of PIXL Order size.'' \16\ Phlx argued that, while
the proposal removes the guarantee of price improvement for smaller
initiating orders, it should benefit customers ``because it will
encourage the entry of more orders into PIXL, thus it is more likely
that such orders may receive price improvement.'' \17\ Phlx asserted
that its proposal is consistent with the
[[Page 62893]]
Exchange Act because, among other things, Phlx ``believes strongly that
it should encourage such price discovery, and the removal of the
[d]ifferentiation [p]rovision would help to achieve this and more
generally, benefit investors by offering more opportunities for
customers and non-customers to receive price improvement.'' \18\ Thus,
Phlx believes that removing the differentiation provision ``will
attract new order flow that might not currently be afforded any price
improvement opportunity into PIXL.'' \19\
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\15\ Notice, supra note 3, at 78 FR 52992.
\16\ Id.
\17\ Id. at 52993.
\18\ Id.
\19\ Id. at 52992.
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In further support of its proposal, Phlx noted that other
exchanges, including the International Securities Exchange and the BOX
Options Exchange, do not guarantee price improvement over the NBBO
today, and that Phlx is at a competitive disadvantage in continuing the
differentiation provision.\20\ Phlx also cited to the BOX Options
Exchange as having rules that do not differentiate price improvement
opportunities based on the order size.\21\
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\20\ See id. at 52993.
\21\ See id. at 52992.
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While Phlx's proposal will eliminate the current guarantee of price
improvement it provides to public customer orders of fewer than 50
contracts, the Commission notes that some other exchanges do not
provide such benefit in their price improvement mechanisms.\22\ Phlx
asserts that removal of the differentiation provision may remove this
competitive disadvantage and may increase the likelihood of members
entering orders into PIXL, which can benefit such orders by exposing
them for price improvement. For example, a member may only be willing
to trade with a PIXL Order at the NBBO but not better than the NBBO. In
that scenario, Phlx's proposal could remove the disincentive for such
member to submit the order to a PIXL Auction, which ultimately could
result in price improvement for the PIXL Order if a competitive
responder to the Auction offers to trade with the PIXL Order at an
improved price. The Commission therefore believes that, to the extent
it may encourage greater submission of customer orders to the PIXL
price improvement auction, Phlx's proposal is designed to promote just
and equitable principles of trade and protect investors and the public
interest.
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\22\ See, e.g., BOX Rule 7150 and ISE Rule 723.
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The Commission notes that Phlx is not proposing to change any other
provision of PIXL in this proposal. For example, orders entered into
PIXL will continue to be exposed to all Phlx members before the
initiating member can execute against the PIXL order. Further, Phlx is
not proposing any changes to the fact that public customer orders are
afforded priority at each price point in a PIXL Auction. Further, once
an order is entered into PIXL, it may not be cancelled by the
initiating member and thus is exposed for possible price improvement.
In addition, the PIXL Order will still be guaranteed an execution price
of at least the NBBO.
The Commission also notes that the proposal does not have any
impact on the pilot program established in Phlx Rule 1080(n)(vii)
regarding no required minimum size for orders to be eligible for the
PIXL. Thus, the Commission and the Exchange will continue to have
access to data that will help assess competition within the PIXL.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\23\ that the proposed rule change (SR-Phlx-2013-76) be, and hereby
is, approved.
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\23\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
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\24\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-24649 Filed 10-21-13; 8:45 am]
BILLING CODE 8011-01-P