Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of Filing of a Proposed Rule Change to Rule 21.7 of BATS Exchange, Inc., 58845-58847 [2014-23224]
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Federal Register / Vol. 79, No. 189 / Tuesday, September 30, 2014 / Notices
received one comment letter on the
proposal.4
Section 19(b)(2) of the Act 5 provides
that, within 45 days of the publication
of notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The Commission is
extending this 45-day time period.
The Commission finds that it is
appropriate to designate a longer period
within which to take action on the
proposed rule change so that it has
sufficient time to consider the proposed
rule change, the comment received, and
any response to the comments
submitted by the Exchange. The
proposed rule change would, among
other things, permit the Exchange to
adopt new BATS Rule 14.11(k), which
would set forth the initial and
continued listing standards applicable
to Managed Portfolio Shares. In
addition, the proposed rule change
would permit the listing and trading of
shares of certain funds of the Trust
pursuant to proposed BATS Rule
14.11(k).
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,6
designates November 11, 2014, as the
date by which the Commission shall
either approve or disapprove or institute
proceedings to determine whether to
disapprove the proposed rule change
(File Number SR–BATS–2014–018).
SECURITIES AND EXCHANGE
COMMISSION
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Kevin M. O’Neill,
Deputy Secretary.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2014–23223 Filed 9–29–14; 8:45 am]
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BILLING CODE 8011–01–P
4 See
Letter from Gary L. Gastineau, President,
ETF Consultants.com, Inc., to Elizabeth M. Murphy,
Secretary, Commission, dated Aug. 30, 2014.
5 15 U.S.C. 78s(b)(2).
6 15 U.S.C. 78s(b)(2).
7 17 CFR 200.30–3(a)(31).
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18:09 Sep 29, 2014
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[Release No. 34–73203; File No. SR–BATS–
2014–040]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing of a
Proposed Rule Change to Rule 21.7 of
BATS Exchange, Inc.
September 24, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 12, 2014, BATS Exchange,
Inc. (the ‘‘Exchange’’ or ‘‘BATS’’) filed
with the Securities and Exchange
Commission (‘‘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 the Substance
of the Proposed Rule Change
The Exchange filed a proposal to
amend Rule 21.7, entitled ‘‘Market
Opening Procedures’’ in order to modify
the process by which the Exchange’s
equity options trading platform (‘‘BATS
Options’’) opens trading at the
beginning of the day and after trading
halts.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
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 parts of such
statements.
1
2
PO 00000
15 U.S.C. 78s(b)(1).
17 CFR 240.19b–4.
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58845
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
changes is to amend BATS Rule 21.7 in
order to amend the Opening Process 3 by
executing orders in the Opening Process
based on time priority instead of pricetime priority, treating orders that are not
executed during the Opening Process as
if they had just been entered by a User 4
rather than cancelling certain orders,
and adding certain clarifying language
to the Rule in order to make the
Opening Process more clear. The
Exchange is also proposing to add titles
to BATS Rule 21.7(a)(1), (2), (3), and (4)
in order to make the rule text easier to
follow. The Exchange is not proposing
to amend the process by which orders
are entered or the Opening Price 5 is
determined or validated.
Currently, after establishing an
Opening Price that is also a Valid Price,6
orders and quotes in the System 7 that
are priced equal to or more aggressively
than the Opening Price will be matched
based on price-time priority and in
accordance with BATS Rule 21.8. All
orders and quotes or portions thereof
that are matched pursuant to the
Opening Process will be executed at the
Opening Price. Where orders that meet
the following criteria are not executed
during the Opening Process, they will
be cancelled: (i) Limit orders that are
priced equal to or more aggressively
than the Opening Price; and (ii) market
orders. Where the Exchange is going to
open trading in a series pursuant to Rule
21.7(a)(1)(D) (where there is no NBBO
Midpoint, no Print, and no Previous
Close at a Valid Price) (a ‘‘Contingent
Open’’) and there is at least one price
level at which at least one contract of a
limit order could be executed, the
System will similarly cancel all orders
that are priced equal to or more
aggressively than the midpoint of the
most aggressively priced bid and the
most aggressively priced offer. Limit
orders and quotes that are not executed
during the Opening Process or cancelled
as set forth above shall become eligible
for trading on BATS Options
immediately following the completion
of the Opening Process. Finally, where
there are no orders in a series that are
3 Opening Process is defined in BATS Rule
21.7(a).
4 User is defined in BATS Rule 16.1(a)(63).
5 Opening Price is defined in BATS Rule
21.7(a)(1).
6 Valid Price is defined in BATS Rule 21.7(a)(2).
7 System is defined in BATS Rule 1.5(aa).
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58846
Federal Register / Vol. 79, No. 189 / Tuesday, September 30, 2014 / Notices
matched at the Opening Price, the
System will open the series for trading.
The Exchange is proposing to amend
its Rules in order to match orders for
execution in the Opening Process based
on time priority rather than price-time
priority and in accordance with Rule
21.9. The Exchange believes that
handling orders in time priority makes
more sense than price-time priority for
the Opening Process because the price
of the order is not particularly important
to the Opening Process, so long as the
order is priced at or more aggressively
than the Opening Price, which can only
be one of three prices: the midpoint of
the NBBO; the last regular way print
disseminated to the OPRA Plan 8 after
9:30 a.m.; or the last regular way
transaction from the previous trading
day as disseminated pursuant to OPRA.9
Because the Opening Price is always
based on a price-taking process rather
than a price-forming process, there is no
reason to reward a more aggressive
order with priority in the Opening
Process. Thus, the Exchange is
proposing that all orders and quotes that
are priced equal to or more aggressively
than the Opening Price be matched
based only on time priority and will be
matched until there is no remaining
volume or there is an imbalance of
orders that are not executed in whole or
in part, at which point all matched
orders and quotes will be executed at
the Opening Price. Further, the
Exchange is also proposing to handle all
orders that are not executed in the
Opening Process in time priority.
Specifically, the Exchange is proposing
to handle such orders in time sequence,
beginning with the order with the oldest
time stamp and may, in whole or in
part, place such orders on the BATS
Options Book,10 cancel the orders,
execute the orders, or route the orders
in accordance with Rule 21.9. If an
order is placed on the BATS Options
Book, it will then be subject to the
standard price-time priority and subject
to Rule 21.8. This proposed
functionality will apply to all orders,
including both those orders that are not
executed under proposed Rule 21.7(a)(3)
and orders in a series that is opening
subject to a Contingent Open. While the
Exchange currently cancels any orders
that are not executed in the Opening
Process that are priced more
aggressively than the Opening Price, the
Exchange is proposing to simply enter
these orders on to the BATS Options
Book as described above in order to
8 OPRA
Plan is defined in BATS Rule 27.1(15).
9 OPRA is defined in BATS Rule 27.1(14).
10 BATS Options Book is defined in BATS Rule
16.1(a)(9).
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minimize the number of orders that are
cancelled and must be reentered by
Users. The Exchange notes that all order
protections, including Trade-Through 11
protection and a BATS Market Order 12
collar, will apply to orders entered
pursuant to proposed Rule 21.7(a)(3)
and 21.7(a)(4).
The Exchange is also proposing to
eliminate the current functionality of
cancelling orders that are not executed
during the Opening Process that fit the
following criteria: (i) Limit orders that
are priced equal to or more aggressively
than the Opening Price; and (ii) market
orders. Further, the Exchange is
proposing to eliminate the current
functionality for a series subject to a
Contingent Open where, if there is at
least one price level at which at least
one contract of a limit order can be
executed, the System will cancel all
orders that are priced equal to or more
aggressively than the midpoint of the
most aggressively priced bid and the
most aggressively priced offer. While
not cancelling these orders might result
in executions at a price that is not the
same as the Opening Price that occur as
the orders are handled in time sequence
(either on BATS Options or upon
routing to another options exchange),
these executions would be part of
regular way trading and are distinct
from the opening execution that occurs
as a result of the Opening Process. For
many Users, cancelling orders that were
entered for participation in the Opening
Process negates the advantages of
allowing orders to be entered prior to
the beginning of regular way trading and
the Opening Process. As such, the
Exchange is proposing this functionality
in order to provide Users with the
certainty that orders that are entered
prior to the Opening Process will not be
cancelled based on market conditions
outside of a User’s control.
Finally, the Exchange is proposing to
clarify its rules around the Opening
Process. Specifically, the Exchange is
proposing to add language to Rule
21.7(a)(3) stating that the Opening
Process will be performed after the
establishment of an Opening Price that
is a Valid Price 13 and that matches will
occur until there is no remaining
volume or there is an imbalance of
orders, both of which it believes are
implicit, but will make the rule text
more clear. The Exchange is also
proposing to add titles to Rules
21.7(a)(1) through (4) in order to make
11 Trade-Through is defined in BATS Rule
27.1(22).
12 BATS Market Order is defined in BATS Rule
21.1(d)(5).
13 Valid Price is defined in BATS Rule 21.7(a)(2).
PO 00000
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Fmt 4703
Sfmt 4703
the rule text easier to follow. The
Exchange is also proposing to delete
Rule 21.7(a)(5), which states that where
no orders are matched at the Opening
Price, the System will open the series
for trading because such situation will
be covered by proposed Rule 21.7(a)(3),
as described above.
2. Statutory Basis
The rule change proposed in this
submission is consistent with the
requirements of the Act and the rules
and regulations thereunder that are
applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the
Act.14 Specifically, the proposed change
is consistent with Section 6(b)(5) of the
Act,15 because it is designed 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. The Exchange believes
that the Opening Process for options
listed on the Exchange will help to
ensure that BATS Options opens trading
in options contracts in a fair and orderly
manner. Specifically, the Exchange
believes that handling orders in time
priority will both create a more orderly
opening and makes more sense than
price-time priority for the Opening
Process because the price of the order is
not particularly important to the
Opening Process, so long as the order is
priced at or more aggressively than the
Opening Price and, as such, there is no
reason to reward a more aggressive
order with priority in the Opening
Process.
The Exchange also believes that
entering orders in time sequence based
on the time that they were received
instead of cancelling certain orders will
create a more orderly opening because
Users will enter orders and quotes prior
to the opening of trading that they know
will either participate in the Opening
Process or be handled as if they were
entered immediately following the
Opening Process and, more importantly,
will not be cancelled, unless otherwise
instructed by the User.
Modifying the Opening Process will
also provide Market Makers and other
Users with greater control and flexibility
with respect to entering orders and
quotes, allowing them to enter orders
and quotes in advance of the Opening
Process that they know will not be
cancelled because of market conditions
out of the control of the User that
entered the order. This simplifies the
14 15
15 15
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U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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process for Market Makers and other
Users by providing them certainty as to
when orders and quotes can be
submitted without having to resubmit
orders in options series that have been
cancelled, which removes impediments
to a free and open market and benefits
all Users of BATS Options.
As described above, the Exchange
believes that the other proposed changes
to its rulebook to clarify and add
additional detail provides further
clarification to Members, Users, and the
investing public regarding the
functionality of the Opening Process.
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. To the
contrary, the Exchange’s current
Opening Process in which certain orders
and quotes may be cancelled based on
market conditions beyond the entering
User’s control limits competition in that
other exchanges are able to accept
orders and quotes before trading in
options opens that will not be cancelled.
Thus, approval of the proposed rule
change will promote competition
because it will allow the Exchange to
offer its Users the ability to enter orders
and quotes prior to the opening of
trading that will not be cancelled and
thus compete with other exchanges for
order flow that a User may not have
directed to the Exchange if they were
not able to enter orders and quotes prior
to the open that were not eligible to be
cancelled.
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties.
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 will: (a) By order
approve or disapprove such proposed
rule change, or (b) institute proceedings
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18:09 Sep 29, 2014
Jkt 232001
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 email to rulecomments@sec.gov. Please include File
Number SR–BATS–2014–040 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–BATS–2014–040. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BATS–
2014–040, and should be submitted on
or before October 21, 2014.
16 17
PO 00000
CFR 200.30–3(a)(12).
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58847
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–23224 Filed 9–29–14; 8:45 am]
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SMALL BUSINESS ADMINISTRATION
Interest Rates
The Small Business Administration
publishes an interest rate called the
optional ‘‘peg’’ rate (13 CFR 120.214) on
a quarterly basis. This rate is a weighted
average cost of money to the
government for maturities similar to the
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Pursuant to 13 CFR 120.921(b), the
maximum legal interest rate for any
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be 6% over the New York Prime rate or,
if that exceeds the maximum interest
rate permitted by the constitution or
laws of a given State, the maximum
interest rate will be the rate permitted
by the constitution or laws of the given
State.
Dianna L. Seaborn,
Acting Director, Office of Financial
Assistance.
[FR Doc. 2014–23190 Filed 9–29–14; 8:45 am]
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[Summary Notice No. PE–2014–79]
Petition for Exemption; Summary of
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ACTION: Notice of petition for exemption
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[Federal Register Volume 79, Number 189 (Tuesday, September 30, 2014)]
[Notices]
[Pages 58845-58847]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-23224]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73203; File No. SR-BATS-2014-040]
Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of
Filing of a Proposed Rule Change to Rule 21.7 of BATS Exchange, Inc.
September 24, 2014.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on September 12, 2014, BATS Exchange, Inc. (the ``Exchange'' or
``BATS'') filed with the Securities and Exchange Commission
(``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 the
Substance of the Proposed Rule Change
The Exchange filed a proposal to amend Rule 21.7, entitled ``Market
Opening Procedures'' in order to modify the process by which the
Exchange's equity options trading platform (``BATS Options'') opens
trading at the beginning of the day and after trading halts.
The text of the proposed rule change is available at the Exchange's
Web site at https://www.batstrading.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 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 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 purpose of the proposed rule changes is to amend BATS Rule 21.7
in order to amend the Opening Process \3\ by executing orders in the
Opening Process based on time priority instead of price-time priority,
treating orders that are not executed during the Opening Process as if
they had just been entered by a User \4\ rather than cancelling certain
orders, and adding certain clarifying language to the Rule in order to
make the Opening Process more clear. The Exchange is also proposing to
add titles to BATS Rule 21.7(a)(1), (2), (3), and (4) in order to make
the rule text easier to follow. The Exchange is not proposing to amend
the process by which orders are entered or the Opening Price \5\ is
determined or validated.
---------------------------------------------------------------------------
\3\ Opening Process is defined in BATS Rule 21.7(a).
\4\ User is defined in BATS Rule 16.1(a)(63).
\5\ Opening Price is defined in BATS Rule 21.7(a)(1).
---------------------------------------------------------------------------
Currently, after establishing an Opening Price that is also a Valid
Price,\6\ orders and quotes in the System \7\ that are priced equal to
or more aggressively than the Opening Price will be matched based on
price-time priority and in accordance with BATS Rule 21.8. All orders
and quotes or portions thereof that are matched pursuant to the Opening
Process will be executed at the Opening Price. Where orders that meet
the following criteria are not executed during the Opening Process,
they will be cancelled: (i) Limit orders that are priced equal to or
more aggressively than the Opening Price; and (ii) market orders. Where
the Exchange is going to open trading in a series pursuant to Rule
21.7(a)(1)(D) (where there is no NBBO Midpoint, no Print, and no
Previous Close at a Valid Price) (a ``Contingent Open'') and there is
at least one price level at which at least one contract of a limit
order could be executed, the System will similarly cancel all orders
that are priced equal to or more aggressively than the midpoint of the
most aggressively priced bid and the most aggressively priced offer.
Limit orders and quotes that are not executed during the Opening
Process or cancelled as set forth above shall become eligible for
trading on BATS Options immediately following the completion of the
Opening Process. Finally, where there are no orders in a series that
are
[[Page 58846]]
matched at the Opening Price, the System will open the series for
trading.
---------------------------------------------------------------------------
\6\ Valid Price is defined in BATS Rule 21.7(a)(2).
\7\ System is defined in BATS Rule 1.5(aa).
---------------------------------------------------------------------------
The Exchange is proposing to amend its Rules in order to match
orders for execution in the Opening Process based on time priority
rather than price-time priority and in accordance with Rule 21.9. The
Exchange believes that handling orders in time priority makes more
sense than price-time priority for the Opening Process because the
price of the order is not particularly important to the Opening
Process, so long as the order is priced at or more aggressively than
the Opening Price, which can only be one of three prices: the midpoint
of the NBBO; the last regular way print disseminated to the OPRA Plan
\8\ after 9:30 a.m.; or the last regular way transaction from the
previous trading day as disseminated pursuant to OPRA.\9\ Because the
Opening Price is always based on a price-taking process rather than a
price-forming process, there is no reason to reward a more aggressive
order with priority in the Opening Process. Thus, the Exchange is
proposing that all orders and quotes that are priced equal to or more
aggressively than the Opening Price be matched based only on time
priority and will be matched until there is no remaining volume or
there is an imbalance of orders that are not executed in whole or in
part, at which point all matched orders and quotes will be executed at
the Opening Price. Further, the Exchange is also proposing to handle
all orders that are not executed in the Opening Process in time
priority. Specifically, the Exchange is proposing to handle such orders
in time sequence, beginning with the order with the oldest time stamp
and may, in whole or in part, place such orders on the BATS Options
Book,\10\ cancel the orders, execute the orders, or route the orders in
accordance with Rule 21.9. If an order is placed on the BATS Options
Book, it will then be subject to the standard price-time priority and
subject to Rule 21.8. This proposed functionality will apply to all
orders, including both those orders that are not executed under
proposed Rule 21.7(a)(3) and orders in a series that is opening subject
to a Contingent Open. While the Exchange currently cancels any orders
that are not executed in the Opening Process that are priced more
aggressively than the Opening Price, the Exchange is proposing to
simply enter these orders on to the BATS Options Book as described
above in order to minimize the number of orders that are cancelled and
must be reentered by Users. The Exchange notes that all order
protections, including Trade-Through \11\ protection and a BATS Market
Order \12\ collar, will apply to orders entered pursuant to proposed
Rule 21.7(a)(3) and 21.7(a)(4).
---------------------------------------------------------------------------
\8\ OPRA Plan is defined in BATS Rule 27.1(15).
\9\ OPRA is defined in BATS Rule 27.1(14).
\10\ BATS Options Book is defined in BATS Rule 16.1(a)(9).
\11\ Trade-Through is defined in BATS Rule 27.1(22).
\12\ BATS Market Order is defined in BATS Rule 21.1(d)(5).
---------------------------------------------------------------------------
The Exchange is also proposing to eliminate the current
functionality of cancelling orders that are not executed during the
Opening Process that fit the following criteria: (i) Limit orders that
are priced equal to or more aggressively than the Opening Price; and
(ii) market orders. Further, the Exchange is proposing to eliminate the
current functionality for a series subject to a Contingent Open where,
if there is at least one price level at which at least one contract of
a limit order can be executed, the System will cancel all orders that
are priced equal to or more aggressively than the midpoint of the most
aggressively priced bid and the most aggressively priced offer. While
not cancelling these orders might result in executions at a price that
is not the same as the Opening Price that occur as the orders are
handled in time sequence (either on BATS Options or upon routing to
another options exchange), these executions would be part of regular
way trading and are distinct from the opening execution that occurs as
a result of the Opening Process. For many Users, cancelling orders that
were entered for participation in the Opening Process negates the
advantages of allowing orders to be entered prior to the beginning of
regular way trading and the Opening Process. As such, the Exchange is
proposing this functionality in order to provide Users with the
certainty that orders that are entered prior to the Opening Process
will not be cancelled based on market conditions outside of a User's
control.
Finally, the Exchange is proposing to clarify its rules around the
Opening Process. Specifically, the Exchange is proposing to add
language to Rule 21.7(a)(3) stating that the Opening Process will be
performed after the establishment of an Opening Price that is a Valid
Price \13\ and that matches will occur until there is no remaining
volume or there is an imbalance of orders, both of which it believes
are implicit, but will make the rule text more clear. The Exchange is
also proposing to add titles to Rules 21.7(a)(1) through (4) in order
to make the rule text easier to follow. The Exchange is also proposing
to delete Rule 21.7(a)(5), which states that where no orders are
matched at the Opening Price, the System will open the series for
trading because such situation will be covered by proposed Rule
21.7(a)(3), as described above.
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\13\ Valid Price is defined in BATS Rule 21.7(a)(2).
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2. Statutory Basis
The rule change proposed in this submission is consistent with the
requirements of the Act and the rules and regulations thereunder that
are applicable to a national securities exchange, and, in particular,
with the requirements of Section 6(b) of the Act.\14\ Specifically, the
proposed change is consistent with Section 6(b)(5) of the Act,\15\
because it is designed 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. The Exchange believes that
the Opening Process for options listed on the Exchange will help to
ensure that BATS Options opens trading in options contracts in a fair
and orderly manner. Specifically, the Exchange believes that handling
orders in time priority will both create a more orderly opening and
makes more sense than price-time priority for the Opening Process
because the price of the order is not particularly important to the
Opening Process, so long as the order is priced at or more aggressively
than the Opening Price and, as such, there is no reason to reward a
more aggressive order with priority in the Opening Process.
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\14\ 15 U.S.C. 78f(b).
\15\ 15 U.S.C. 78f(b)(5).
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The Exchange also believes that entering orders in time sequence
based on the time that they were received instead of cancelling certain
orders will create a more orderly opening because Users will enter
orders and quotes prior to the opening of trading that they know will
either participate in the Opening Process or be handled as if they were
entered immediately following the Opening Process and, more
importantly, will not be cancelled, unless otherwise instructed by the
User.
Modifying the Opening Process will also provide Market Makers and
other Users with greater control and flexibility with respect to
entering orders and quotes, allowing them to enter orders and quotes in
advance of the Opening Process that they know will not be cancelled
because of market conditions out of the control of the User that
entered the order. This simplifies the
[[Page 58847]]
process for Market Makers and other Users by providing them certainty
as to when orders and quotes can be submitted without having to
resubmit orders in options series that have been cancelled, which
removes impediments to a free and open market and benefits all Users of
BATS Options.
As described above, the Exchange believes that the other proposed
changes to its rulebook to clarify and add additional detail provides
further clarification to Members, Users, and the investing public
regarding the functionality of the Opening Process.
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. To the contrary, the Exchange's
current Opening Process in which certain orders and quotes may be
cancelled based on market conditions beyond the entering User's control
limits competition in that other exchanges are able to accept orders
and quotes before trading in options opens that will not be cancelled.
Thus, approval of the proposed rule change will promote competition
because it will allow the Exchange to offer its Users the ability to
enter orders and quotes prior to the opening of trading that will not
be cancelled and thus compete with other exchanges for order flow that
a User may not have directed to the Exchange if they were not able to
enter orders and quotes prior to the open that were not eligible to be
cancelled.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any written comments from members or other interested parties.
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 will: (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 email to rule-comments@sec.gov. Please include
File Number SR-BATS-2014-040 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-BATS-2014-040. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-BATS-2014-040, and should be
submitted on or before October 21, 2014.
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\16\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-23224 Filed 9-29-14; 8:45 am]
BILLING CODE 8011-01-P