Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Adopt a Midpoint Peg Post-Only Order Under Rule 3301A(b), 42156-42158 [2015-17397]
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42156
Federal Register / Vol. 80, No. 136 / Thursday, July 16, 2015 / Notices
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 CBOE. 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–CBOE–
2015–044 and should be submitted on
or before August 6, 2015.
V. Accelerated Approval of Proposed
Rule Change, as Modified by
Amendment No. 1
The Commission finds good cause to
approve the proposed rule change, as
modified by Amendment No. 1, prior to
the thirtieth day after the date of
publication of notice of the amendment
in the Federal Register. Amendment
No. 1 modifies the proposed rule change
by removing proposed amendments to
the strategy-based customer margin
requirements in CBOE Rule 12.3 and
removing references to portfolio
margining. The Commission believes
that the removal of the proposed margin
requirements for Asian and Cliquet
FLEX Broad-Based Index options, set
forth in Amendment No. 1, simply
clarify that the Exchange would apply
the existing strategy-based customer
margin requirements for broad-based
index options to Asian and Cliquet
options. In addition, the Commission
notes that the Exchange has represented
that it will monitor trading in the
proposed products and would continue
to evaluate the strategy-based customer
margin levels.14 Accordingly, the
Commission finds good cause, pursuant
to section 19(b)(2) of the Act,15 to
approve the proposed rule change, as
modified by Amendment No. 1, on an
accelerated basis.
tkelley on DSK3SPTVN1PROD with NOTICES
VI. Conclusion
It is therefore ordered, pursuant to
section 19(b)(2) of the Act,16 that the
proposed rule change (SR–CBOE–2015–
044), as modified by Amendment No. 1,
be, and it hereby is, approved on an
accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015–17398 Filed 7–15–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75424; File No. SR–Phlx–
2015–56]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Adopt a
Midpoint Peg Post-Only Order Under
Rule 3301A(b)
July 10, 2015.
Pursuant to section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 26,
2015, 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 and
II 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 proposes to adopt a
Midpoint Peg Post-Only Order under
Rule 3301A(b).
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxphlx.cchwallstreet.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
17 17
15 15
Amendment No. 1.
U.S.C. 78s(b)(2).
16 15 U.S.C. 78s(b)(2).
1 15
17:39 Jul 15, 2015
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 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
14 See
VerDate Sep<11>2014
the most significant aspects of such
statements.
PO 00000
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The Exchange is proposing to adopt a
Midpoint Peg Post-Only Order 3 for use
on the Exchange’s NASDAQ OMX PSX
System (‘‘PSX System’’ or ‘‘PSX’’),
which is based on the Midpoint Peg
Post-Only Order of the NASDAQ Stock
Market (‘‘NASDAQ’’).4 A Midpoint Peg
Post-Only Order is a Non-Displayed 5
Order that is priced at the midpoint
between the National Best Bid and Offer
(‘‘NBBO’’) and that will execute upon
entry against locking or crossing quotes
only in circumstances where
economically beneficial to the party
entering the Midpoint Peg Post-Only
Order. Because the Order is priced at
the midpoint, it can provide price
improvement to incoming Orders when
it is executed after posting to the PSX
book. The Midpoint Peg Post-Only
Order will be available during regular
market hours (9:30 a.m. until 4:00 p.m.
ET) only.
A Midpoint Peg Post-Only Order must
be assigned a limit price. When a
Midpoint Peg Post-Only Order is
entered, it will be priced at the
midpoint between the NBBO, unless
such midpoint is higher than (lower
than) the limit price of an Order to buy
(sell), in which case the Midpoint Peg
Post-Only Order will be priced at its
limit price. If the NBBO is locked, the
Midpoint Peg Post-Only Order will be
priced at the locking price, if the NBBO
is crossed, it will nevertheless be priced
at the midpoint between the NBBO
(provided, however, that the Order may
execute as described below), and if there
is no NBBO,6 the Midpoint Peg PostOnly Order will be rejected. The
Midpoint Peg Post-Only Order will post
to the PSX book unless it is a buy (sell)
Order that is priced higher than (lower
than) a sell (buy) Order on the PSX
book, in which case it will execute at
the price of the Order on the PSX book;
provided, however, that if the Order has
3 The
term ‘‘Order’’ is defined in Rule 3301(e).
Exchange notes that the proposed rule text
is based on newly-amended NASDAQ rule text,
which provides a clearer and more detailed
description of its Midpoint Peg Post-Only Order
functionality than its prior rule. See Securities
Exchange Act Release No. 75252 (June 22, 2015)
(not yet published in the Federal Register) (Order
approving SR–NASDAQ–2015–024).
5 See Rule 3301B(k).
6 That is, if no market center is disseminating a
displayed bid or a displayed offer, such that it is
impossible to determine a midpoint price.
4 The
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a Time-in-Force of IOC, the Order will
be cancelled after determining whether
it can be executed. For example, if the
Best Bid was $11 and the Best Offer was
$11.06, the price of the Midpoint Peg
Post-Only Order to buy would be
$11.03. If there was a Non-Displayed
Order (or another Order with a NonDisplay Order Attribute) on the PSX
book to sell at $11.02, the incoming
Midpoint Peg Post-Only Order to buy
would execute against it at $11.02.
However, if there was a Non-Displayed
Order (or another Order with a NonDisplay Order Attribute) to sell at
$11.03, the Midpoint Peg Post-Only
Order to buy would post at $11.03.
While a Midpoint Peg Post-Only Order
that posts to the PSX book is locking a
preexisting Order, the Midpoint Peg
Post-Only Order will execute against an
incoming Order only if the price of the
incoming sell (buy) Order is lower
(higher) than the price of the preexisting
Order. Thus, in the previous example, if
the incoming Midpoint Peg Post-Only
Order locked the preexisting NonDisplayed Order at $11.03, the Midpoint
Peg Post-Only Order could execute only
against an incoming Order to sell priced
at less than $11.03.
A Midpoint Peg Post-Only Order that
would be assigned a price of $1 or less
per share will be rejected or canceled,
as applicable.
If a Midpoint Peg Post-Only Order is
entered through RASH or FIX, the
Midpoint Peg Post-Only Order may be
repriced in the following manner after
initial entry and posting to the PSX
book:
• The price of the Midpoint Peg PostOnly Order will be updated repeatedly
to equal the midpoint between the
NBBO; provided, however, that the
Order will not be priced higher (lower)
than the limit price of an Order to buy
(sell). In the event that the midpoint
between the NBBO becomes higher than
(lower than) the limit price of an Order
to buy (sell), the price of the Order will
stop updating and the Order will post
(with a Non-Display Order Attribute) at
its limit price, but will resume updating
if the midpoint becomes lower than
(higher than) the limit price of an Order
to buy (sell). Similarly, if a Midpoint
Peg Post-Only Order is on the PSX book
and subsequently there is no NBBO, the
Order will be cancelled. The Midpoint
Peg Post-Only Order receives a new
timestamp each time its price is
changed.
If a Midpoint Peg Post-Only Order is
entered through OUCH or FLITE, the
Midpoint Peg Post-Only Order may be
repriced in the following manner after
initial entry and posting to the PSX
book:
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17:39 Jul 15, 2015
Jkt 235001
• The price at which the Midpoint
Peg Post-Only Order is ranked on the
PSX book is the midpoint between the
NBBO, unless the Order has a limit
price that is lower than the midpoint
between the NBBO for an Order to buy
(higher than the midpoint between the
NBBO for an Order to sell), in which
case the Order will be ranked on the
PSX book at its limit price and will be
available for potential execution at its
limit price. The price of the Order will
not thereafter be repriced based on
changes to the NBBO. If, after being
posted to the PSX book, the NBBO
changes such that the midpoint of the
NBBO is no longer equal to the price at
which the Midpoint Peg Post-Only
Order is posted, the Order will be
cancelled back to the Participant. For
example, if the Best Bid is $11 and the
Best Offer is $11.06, a Midpoint Peg
Post-Only Order to buy would post at
$11.03. If, thereafter, the Best Offer is
reduced to $11.05, the Midpoint Peg
Post-Only Order will be cancelled back
to the Participant.
The following Order Attributes may
be assigned to a Midpoint Peg Post-Only
Order:
• Price of more than $1 per share.
• Size.7
• Time-in-Force; 8 provided, however,
that a Midpoint Peg Post-Only Order
with a Time-in-Force of IOC may not be
entered through RASH or FIX, and
provided further, that regardless of the
Time-in-Force entered, a Midpoint PostOnly Order may not be active outside of
the Regular Market Session. A Midpoint
Peg Post-Only Order entered prior to the
beginning of the Regular Market Session
will be rejected. A Midpoint Peg PostOnly Order remaining on the System
book at 4:00 p.m. ET will be cancelled
by the System.
• Pegging 9 to the midpoint is
required for Midpoint Peg Post-Only
Orders entered through RASH or FIX.
As discussed above, the price of a
Midpoint Peg Post-Only Order entered
through OUCH or FLITE will be pegged
to the midpoint upon entry and not
repriced thereafter.
• Minimum Quantity.10
• Non-Displayed. All Midpoint Peg
Post-Only Orders are Non-Displayed.
The Exchange is proposing to
implement the new Midpoint Peg PostOnly Order on July 1, 2015. The
Exchange notes that it has completed
the development and testing needed to
implement the change. Moreover,
Exchange participants are interested in
PO 00000
7 See
Rule 3301B(b).
Rule 3301B(a).
9 See Rule 3301B(d).
10 See Rule 3301B(e).
8 See
Frm 00073
Fmt 4703
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42157
utilizing the new order type. As such,
the Exchange believes it is appropriate
to implement the change at the earliest
time possible.
2. Statutory Basis
PHLX believes that the proposed rule
changes are consistent with the
provisions of section 6 of the Act,11 in
general, and with section 6(b)(5) of the
Act,12 in particular, in that the proposal
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
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest; and also in that it is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Exchange believes that offering
market participants with an additional
Order Type, which is currently available
to NASDAQ market participants, will
allow PSX market participants greater
control over their executions and is
indicative of the Exchange’s maturation
as an equities market. Allowing PSX
market participants the ability to more
precisely select the conditions in which
their Order may be executed removes
impediments to and perfects the
mechanism of a free and open market
and a national market system because it
benefits all market participants and
ensures that PHLX is able to compete
with other market venues by providing
similar tools and functionality. This
functionality is nearly identical to the
Midpoint Peg Post-Only Order of
NASDAQ 13 that has been available on
NASDAQ since 2011 14 and is well
known to its market participants. As
noted above, the Exchange is copying
newly-amended NASDAQ rule text,
which provides a clearer and more
detailed description of its Midpoint Peg
Post-Only Order functionality than its
prior rule.15 Lastly, offering Midpoint
Peg Post-Only Order to PSX market
participants raises no issues concerning
unfair discrimination as the new Order
11 15
U.S.C. 78f.
U.S.C. 78f(b)(4) and (5).
13 The Exchange notes that NASDAQ uses a cross
in its opening, closing and halt processes, which is
accounted for in its Midpoint Peg Post-Only Order
rule. PSX does not have such processes.
14 See Securities Exchange Act Release No. 64430
(May 6, 2011), 76 FR 27699 (May 12, 2011) (SR–
NASDAQ–2011–059).
15 Supra note 4.
12 15
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Federal Register / Vol. 80, No. 136 / Thursday, July 16, 2015 / Notices
Type is available to all PSX market
participants.
The Exchange notes that, like a PostOnly Order, a Midpoint Peg Post-Only
Order allows a market participant to
control its trading costs by executing
upon entry when receiving price
improvement but otherwise posting to
the PSX book pegged to the midpoint
subject to its limit price. Thereafter, the
Order Type serves to provide price
improvement to other incoming Orders
by executing a price between the NBBO.
As such, the Exchange believes the
Midpoint Peg Post-Only Order further
perfects the mechanism of a free and
open market and promotes the public
interest by both providing greater
control to a market participant and
improving market quality for all
participants.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
the Exchange believes that the proposal
will enhance Phlx’s competitiveness by
providing its market participants with
an additional control over the
circumstances in which their Orders
may be executed. As discussed above,
the Midpoint Peg Post-Only Order is
available on NASDAQ, and providing it
on PSX will allow Phlx to compete with
NASDAQ and any other market venue
that provides a similar Order Type. This
may, in turn, increase the extent of
liquidity available on PSX and increase
its ability to compete with other
execution venues to attract Orders to
PSX. The Exchange further believes that
the introduction of the Midpoint Peg
Post-Only Order will not impair in any
manner the ability of market
participants or other execution venues
to compete.
tkelley on DSK3SPTVN1PROD with NOTICES
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
Because the proposed rule change
does not (i) significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
VerDate Sep<11>2014
17:39 Jul 15, 2015
Jkt 235001
become effective pursuant to section
19(b)(3)(A) of the Act 16 and Rule 19b–
4(f)(6) thereunder.17
A proposed rule change filed
pursuant to Rule 19b–4(f)(6) under the
Act 18 normally does not become
operative for 30 days after the date of its
filing. However, Rule 19b–4(f)(6)(iii) 19
permits the Commission to designate a
shorter time if such action is consistent
with the protection of investors and the
public interest. The Exchange has asked
the Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange believes that
waiver of the operative delay would
provide PSX market participants with
an additional option to designate the
circumstances in which their Orders
may be executed, thus giving them more
control over the nature of their Orders.
The Exchange stated that the
programming changes needed to
implement the proposed rule change are
now ready and market participants have
been provided notice of the change. The
Commission believes the waiver of the
operative delay is consistent with the
protection of investors and the public
interest. Therefore, the Commission
hereby waives the operative delay and
designates the proposal operative upon
filing.20
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). As required under Rule
19b–4(f)(6)(iii), the Exchange provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and the text of the proposed rule
change, at least five business days prior to the date
of filing of the proposed rule change, or such
shorter time as designated by the Commission.
18 17 CFR 240.19b–4(f)(6).
19 17 CFR 240.19b–4(f)(6)(iii).
20 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
PO 00000
16 15
17 17
Frm 00074
Fmt 4703
Sfmt 9990
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–
Phlx–2015–56 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–Phlx–2015–56. 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–Phlx–
2015–56, and should be submitted on or
before August 6, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015–17397 Filed 7–15–15; 8:45 am]
BILLING CODE 8011–01–P
21 17
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CFR 200.30–3(a)(12).
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Agencies
[Federal Register Volume 80, Number 136 (Thursday, July 16, 2015)]
[Notices]
[Pages 42156-42158]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-17397]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75424; File No. SR-Phlx-2015-56]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Adopt a
Midpoint Peg Post-Only Order Under Rule 3301A(b)
July 10, 2015.
Pursuant to section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on June 26, 2015, 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 and II 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 proposes to adopt a Midpoint Peg Post-Only Order under
Rule 3301A(b).
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.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 aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to adopt a Midpoint Peg Post-Only Order
\3\ for use on the Exchange's NASDAQ OMX PSX System (``PSX System'' or
``PSX''), which is based on the Midpoint Peg Post-Only Order of the
NASDAQ Stock Market (``NASDAQ'').\4\ A Midpoint Peg Post-Only Order is
a Non-Displayed \5\ Order that is priced at the midpoint between the
National Best Bid and Offer (``NBBO'') and that will execute upon entry
against locking or crossing quotes only in circumstances where
economically beneficial to the party entering the Midpoint Peg Post-
Only Order. Because the Order is priced at the midpoint, it can provide
price improvement to incoming Orders when it is executed after posting
to the PSX book. The Midpoint Peg Post-Only Order will be available
during regular market hours (9:30 a.m. until 4:00 p.m. ET) only.
---------------------------------------------------------------------------
\3\ The term ``Order'' is defined in Rule 3301(e).
\4\ The Exchange notes that the proposed rule text is based on
newly-amended NASDAQ rule text, which provides a clearer and more
detailed description of its Midpoint Peg Post-Only Order
functionality than its prior rule. See Securities Exchange Act
Release No. 75252 (June 22, 2015) (not yet published in the Federal
Register) (Order approving SR-NASDAQ-2015-024).
\5\ See Rule 3301B(k).
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A Midpoint Peg Post-Only Order must be assigned a limit price. When
a Midpoint Peg Post-Only Order is entered, it will be priced at the
midpoint between the NBBO, unless such midpoint is higher than (lower
than) the limit price of an Order to buy (sell), in which case the
Midpoint Peg Post-Only Order will be priced at its limit price. If the
NBBO is locked, the Midpoint Peg Post-Only Order will be priced at the
locking price, if the NBBO is crossed, it will nevertheless be priced
at the midpoint between the NBBO (provided, however, that the Order may
execute as described below), and if there is no NBBO,\6\ the Midpoint
Peg Post-Only Order will be rejected. The Midpoint Peg Post-Only Order
will post to the PSX book unless it is a buy (sell) Order that is
priced higher than (lower than) a sell (buy) Order on the PSX book, in
which case it will execute at the price of the Order on the PSX book;
provided, however, that if the Order has
[[Page 42157]]
a Time-in-Force of IOC, the Order will be cancelled after determining
whether it can be executed. For example, if the Best Bid was $11 and
the Best Offer was $11.06, the price of the Midpoint Peg Post-Only
Order to buy would be $11.03. If there was a Non-Displayed Order (or
another Order with a Non-Display Order Attribute) on the PSX book to
sell at $11.02, the incoming Midpoint Peg Post-Only Order to buy would
execute against it at $11.02. However, if there was a Non-Displayed
Order (or another Order with a Non-Display Order Attribute) to sell at
$11.03, the Midpoint Peg Post-Only Order to buy would post at $11.03.
While a Midpoint Peg Post-Only Order that posts to the PSX book is
locking a preexisting Order, the Midpoint Peg Post-Only Order will
execute against an incoming Order only if the price of the incoming
sell (buy) Order is lower (higher) than the price of the preexisting
Order. Thus, in the previous example, if the incoming Midpoint Peg
Post-Only Order locked the preexisting Non-Displayed Order at $11.03,
the Midpoint Peg Post-Only Order could execute only against an incoming
Order to sell priced at less than $11.03.
---------------------------------------------------------------------------
\6\ That is, if no market center is disseminating a displayed
bid or a displayed offer, such that it is impossible to determine a
midpoint price.
---------------------------------------------------------------------------
A Midpoint Peg Post-Only Order that would be assigned a price of $1
or less per share will be rejected or canceled, as applicable.
If a Midpoint Peg Post-Only Order is entered through RASH or FIX,
the Midpoint Peg Post-Only Order may be repriced in the following
manner after initial entry and posting to the PSX book:
The price of the Midpoint Peg Post-Only Order will be
updated repeatedly to equal the midpoint between the NBBO; provided,
however, that the Order will not be priced higher (lower) than the
limit price of an Order to buy (sell). In the event that the midpoint
between the NBBO becomes higher than (lower than) the limit price of an
Order to buy (sell), the price of the Order will stop updating and the
Order will post (with a Non-Display Order Attribute) at its limit
price, but will resume updating if the midpoint becomes lower than
(higher than) the limit price of an Order to buy (sell). Similarly, if
a Midpoint Peg Post-Only Order is on the PSX book and subsequently
there is no NBBO, the Order will be cancelled. The Midpoint Peg Post-
Only Order receives a new timestamp each time its price is changed.
If a Midpoint Peg Post-Only Order is entered through OUCH or FLITE,
the Midpoint Peg Post-Only Order may be repriced in the following
manner after initial entry and posting to the PSX book:
The price at which the Midpoint Peg Post-Only Order is
ranked on the PSX book is the midpoint between the NBBO, unless the
Order has a limit price that is lower than the midpoint between the
NBBO for an Order to buy (higher than the midpoint between the NBBO for
an Order to sell), in which case the Order will be ranked on the PSX
book at its limit price and will be available for potential execution
at its limit price. The price of the Order will not thereafter be
repriced based on changes to the NBBO. If, after being posted to the
PSX book, the NBBO changes such that the midpoint of the NBBO is no
longer equal to the price at which the Midpoint Peg Post-Only Order is
posted, the Order will be cancelled back to the Participant. For
example, if the Best Bid is $11 and the Best Offer is $11.06, a
Midpoint Peg Post-Only Order to buy would post at $11.03. If,
thereafter, the Best Offer is reduced to $11.05, the Midpoint Peg Post-
Only Order will be cancelled back to the Participant.
The following Order Attributes may be assigned to a Midpoint Peg
Post-Only Order:
Price of more than $1 per share.
Size.\7\
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\7\ See Rule 3301B(b).
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Time-in-Force; \8\ provided, however, that a Midpoint Peg
Post-Only Order with a Time-in-Force of IOC may not be entered through
RASH or FIX, and provided further, that regardless of the Time-in-Force
entered, a Midpoint Post-Only Order may not be active outside of the
Regular Market Session. A Midpoint Peg Post-Only Order entered prior to
the beginning of the Regular Market Session will be rejected. A
Midpoint Peg Post-Only Order remaining on the System book at 4:00 p.m.
ET will be cancelled by the System.
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\8\ See Rule 3301B(a).
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Pegging \9\ to the midpoint is required for Midpoint Peg
Post-Only Orders entered through RASH or FIX. As discussed above, the
price of a Midpoint Peg Post-Only Order entered through OUCH or FLITE
will be pegged to the midpoint upon entry and not repriced thereafter.
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\9\ See Rule 3301B(d).
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Minimum Quantity.\10\
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\10\ See Rule 3301B(e).
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Non-Displayed. All Midpoint Peg Post-Only Orders are Non-
Displayed.
The Exchange is proposing to implement the new Midpoint Peg Post-
Only Order on July 1, 2015. The Exchange notes that it has completed
the development and testing needed to implement the change. Moreover,
Exchange participants are interested in utilizing the new order type.
As such, the Exchange believes it is appropriate to implement the
change at the earliest time possible.
2. Statutory Basis
PHLX believes that the proposed rule changes are consistent with
the provisions of section 6 of the Act,\11\ in general, and with
section 6(b)(5) of the Act,\12\ in particular, in that the proposal 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 regulating, clearing,
settling, processing information with respect to, and facilitating
transactions in securities, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and,
in general, to protect investors and the public interest; and also in
that it is not designed to permit unfair discrimination between
customers, issuers, brokers, or dealers.
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\11\ 15 U.S.C. 78f.
\12\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that offering market participants with an
additional Order Type, which is currently available to NASDAQ market
participants, will allow PSX market participants greater control over
their executions and is indicative of the Exchange's maturation as an
equities market. Allowing PSX market participants the ability to more
precisely select the conditions in which their Order may be executed
removes impediments to and perfects the mechanism of a free and open
market and a national market system because it benefits all market
participants and ensures that PHLX is able to compete with other market
venues by providing similar tools and functionality. This functionality
is nearly identical to the Midpoint Peg Post-Only Order of NASDAQ \13\
that has been available on NASDAQ since 2011 \14\ and is well known to
its market participants. As noted above, the Exchange is copying newly-
amended NASDAQ rule text, which provides a clearer and more detailed
description of its Midpoint Peg Post-Only Order functionality than its
prior rule.\15\ Lastly, offering Midpoint Peg Post-Only Order to PSX
market participants raises no issues concerning unfair discrimination
as the new Order
[[Page 42158]]
Type is available to all PSX market participants.
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\13\ The Exchange notes that NASDAQ uses a cross in its opening,
closing and halt processes, which is accounted for in its Midpoint
Peg Post-Only Order rule. PSX does not have such processes.
\14\ See Securities Exchange Act Release No. 64430 (May 6,
2011), 76 FR 27699 (May 12, 2011) (SR-NASDAQ-2011-059).
\15\ Supra note 4.
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The Exchange notes that, like a Post-Only Order, a Midpoint Peg
Post-Only Order allows a market participant to control its trading
costs by executing upon entry when receiving price improvement but
otherwise posting to the PSX book pegged to the midpoint subject to its
limit price. Thereafter, the Order Type serves to provide price
improvement to other incoming Orders by executing a price between the
NBBO. As such, the Exchange believes the Midpoint Peg Post-Only Order
further perfects the mechanism of a free and open market and promotes
the public interest by both providing greater control to a market
participant and improving market quality for all participants.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act. Specifically,
the Exchange believes that the proposal will enhance Phlx's
competitiveness by providing its market participants with an additional
control over the circumstances in which their Orders may be executed.
As discussed above, the Midpoint Peg Post-Only Order is available on
NASDAQ, and providing it on PSX will allow Phlx to compete with NASDAQ
and any other market venue that provides a similar Order Type. This
may, in turn, increase the extent of liquidity available on PSX and
increase its ability to compete with other execution venues to attract
Orders to PSX. The Exchange further believes that the introduction of
the Midpoint Peg Post-Only Order will not impair in any manner the
ability of market participants or other execution venues to compete.
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
Because the proposed rule change does not (i) significantly affect
the protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate, it has become effective pursuant to section
19(b)(3)(A) of the Act \16\ and Rule 19b-4(f)(6) thereunder.\17\
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\16\ 15 U.S.C. 78s(b)(3)(A).
\17\ 17 CFR 240.19b-4(f)(6). As required under Rule 19b-
4(f)(6)(iii), the Exchange provided the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description and the text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission.
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A proposed rule change filed pursuant to Rule 19b-4(f)(6) under the
Act \18\ normally does not become operative for 30 days after the date
of its filing. However, Rule 19b-4(f)(6)(iii) \19\ permits the
Commission to designate a shorter time if such action is consistent
with the protection of investors and the public interest. The Exchange
has asked the Commission to waive the 30-day operative delay so that
the proposal may become operative immediately upon filing. The Exchange
believes that waiver of the operative delay would provide PSX market
participants with an additional option to designate the circumstances
in which their Orders may be executed, thus giving them more control
over the nature of their Orders. The Exchange stated that the
programming changes needed to implement the proposed rule change are
now ready and market participants have been provided notice of the
change. The Commission believes the waiver of the operative delay is
consistent with the protection of investors and the public interest.
Therefore, the Commission hereby waives the operative delay and
designates the proposal operative upon filing.\20\
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\18\ 17 CFR 240.19b-4(f)(6).
\19\ 17 CFR 240.19b-4(f)(6)(iii).
\20\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule change should be approved or
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-Phlx-2015-56 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2015-56. 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-Phlx-2015-56, and should be
submitted on or before August 6, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015-17397 Filed 7-15-15; 8:45 am]
BILLING CODE 8011-01-P