Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Order Granting Approval of Proposed Rule Change To Expire CBOE Volatility Index Options Every Week, 44403-44405 [2015-18274]
Download as PDF
44403
Federal Register / Vol. 80, No. 143 / Monday, July 27, 2015 / Notices
AA–21, Application for Lump-Sum
Death Payment and Annuities Unpaid
at Death; AA–21cert, Application
Summary and Certification; G–131,
Authorization of Payment and Release
of All Claims to a Death Benefit or
Accrued Annuity Payment; and G–273a,
Funeral Director’s Statement of Burial
Charges. One response is requested of
each respondent. Completion is
required to obtain benefits. The RRB
proposes the following changes to the
forms in the information collection:
• Form AA–21—Add clarifying
language to better define who qualifies
for a child’s annuity and other minor
editorial changes;
• Form G–273a—Add clarifying
language to Item 2, regarding the total
amount of charges the funeral home
should enter; and what the funeral
home should list as types of payments
received or expected to be received to
Item 3.
• Form G–131—For clarity, add an
Instructions section and space for the
RRB to enter the applicant’s name and
the waived share amount.
• Form AA–11a—Remove from the
information collection due to less than
10 responses a year.
ESTIMATE OF ANNUAL RESPONDENT BURDEN
Annual
responses
Form No.
Time
(minutes)
Burden
(hours)
AA–21cert (with assistance) ........................................................................................................
AA–21 (without assistance) .........................................................................................................
G–131 ..........................................................................................................................................
G–273a ........................................................................................................................................
3,500
200
100
4,000
20
40
5
10
1,167
133
8
667
Total ......................................................................................................................................
7,800
........................
1,975
Additional Information or Comments:
To request more information or to
obtain a copy of the information
collection justification, forms, and/or
supporting material, contact Dana
Hickman at (312) 751–4981 or
Dana.Hickman@RRB.GOV. Comments
regarding the information collection
should be addressed to Charles
Mierzwa, Railroad Retirement Board,
844 North Rush Street, Chicago, Illinois
60611–2092 or emailed to
Charles.Mierzwa@RRB.GOV. Written
comments should be received within 60
days of this notice.
Charles Mierzwa,
Chief of Information Resources Management.
[FR Doc. 2015–18314 Filed 7–24–15; 8:45 am]
BILLING CODE 7905–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75501; File No. SR–CBOE–
2015–050]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Order Granting Approval
of Proposed Rule Change To Expire
CBOE Volatility Index Options Every
Week
tkelley on DSK3SPTVN1PROD with NOTICES
July 21, 2015.
I. Introduction
On June 1, 2015, Chicago Board
Options Exchange, Incorporated
(‘‘Exchange’’ or ‘‘CBOE’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
VerDate Sep<11>2014
18:58 Jul 24, 2015
Jkt 235001
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
expire CBOE Volatility Index (‘‘VIX’’)
options every week. The proposed rule
change was published for comment in
the Federal Register on June 12, 2015.3
The Commission received no comments
on the proposed rule change. This order
grants approval of the proposed rule
change.
II. Description of the Proposed Rule
Change
In February 2006, CBOE began trading
options that expire monthly on the VIX,
which measures a 30-day period of
implied volatility. Currently, standard
VIX options expire once a month. CBOE
now proposes to expire 30-day VIX
options every week. According to CBOE,
VIX options would continue to trade as
they do today and they would be subject
to all of the same rules that they are
subject to today, except as proposed to
be modified by the proposed rule
change.4
CBOE notes that, in its capacity as the
Reporting Authority, it enhanced the
VIX Index (cash/spot value) to include
P.M.-settled S&P 500 Index End-ofWeek expirations (‘‘SPXWs’’) in 2014.5
According to CBOE, the inclusion of
SPXWs allows the VIX Index to be
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 75120
(June 8, 2015), 80 FR 33574 (‘‘Notice’’).
4 See Notice, supra note 3, at 33574.
5 See Notice, supra note 3, at 33574–75. CBOE
notes that this enhancement did not impact the
exercise settlement value for VIX options and
futures, which continue to use the same VIX Index
formula and the opening prices of standard (i.e.,
third Friday expiration) S&P 500 Index (‘‘SPX’’)
option series with 30 days to expiration. See id. at
33575, n.5.
PO 00000
1 15
2 17
Frm 00081
Fmt 4703
Sfmt 4703
calculated with SPX option series that
most precisely match the 30-day target
timeframe for expected volatility that
the VIX Index is intended to represent.
CBOE further states that using SPX
options with more than 23 days and less
than 37 days to expiration ensures that
the VIX Index will always reflect an
interpolation of two points along the
S&P 500 Index volatility term structure.6
The last trading day for expiring
standard VIX options is the business
day immediately prior to their
expiration date. The expiration date for
VIX options is pegged to the standard
(third Friday) SPX option expiration in
the subsequent month. According to
CBOE, the expiration date is on the
Wednesday that is 30 days prior to the
third Friday of the calendar month
immediately following the month in
which the VIX option expires.7 CBOE
(as the Reporting Authority for VIX
options) calculates the exercise
settlement value for expiring VIX
options on their expiration date.8
6 See Notice, supra note 3, at 33574–75. See also
the VIX White Paper available at https://
www.cboe.com/micro/vix/vixwhite.pdf for a
detailed description about the VIX Index
methodology.
7 See Notice, supra note 3, at 33575. If the Friday
in the subsequent month is an Exchange holiday
this standard Wednesday VIX option expiration is
changed to be the business day that is thirty days
prior to the Exchange business day immediately
preceding that Friday. See id.
8 See CBOE Rule 24.9(a)(5) (setting forth the
method of determining the day on which the
exercise settlement value will be calculated for VIX
options and determining the expiration date and
last trading day for VIX options). See also Notice,
supra note 3, at 33575.
E:\FR\FM\27JYN1.SGM
27JYN1
44404
Federal Register / Vol. 80, No. 143 / Monday, July 27, 2015 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
The Exchange now proposes to expire
VIX options each Wednesday.9
According to CBOE, the new VIX
expirations would be series of the
existing VIX option class. Similar to the
CBOE Short-Term Volatility Index
(‘‘VXST’’),10 however, different types of
SPX options would be used to calculate
and settle VIX options. Specifically,
CBOE states that, as today, the standard
(monthly) VIX option expirations would
be calculated using A.M.-settled SPX
options that expire on the third Friday
in the subsequent month and the period
of implied volatility covered by these
contracts would be exactly 30 days. The
new weekly VIX option expirations
would be calculated using P.M.-settled
SPXWs that expire in 30 days and the
period of implied volatility by these
contracts would be 30 days, plus 390
minutes.11
In order to allow for the weekly
expiration of 30-day VIX options, CBOE
is also proposing to amend its rules
relating to volatility index options in
several ways. CBOE proposes to add
new language relating to VIX options
specifying that the exercise settlement
value of a VIX option will be calculated
on the specific date (usually a
Wednesday) identified in the option
symbol for the series. If that Wednesday
or the Friday that is 30 days following
that Wednesday is an Exchange holiday,
the exercise settlement value shall be
calculated on the business day
immediately preceding that
Wednesday.12
CBOE notes that expiring 30-day VIX
options weekly would result in the
Modified Opening Procedures being
used more frequently for the constituent
options series used to calculate the
exercise settlement values for the
proposed new 30-day VIX weekly
expirations.13
The Exchange also proposes to add
detailed information about the ‘‘time to
expiration’’ input for VIX options
9 CBOE notes that it is currently unable to list
weekly VIX options under its other weekly option
programs because those programs require that
weekly options expire on Fridays and VIX options
expire on Wednesdays. See Notice, supra note 3 at
33575, n.8.
10 CBOE introduced weekly expiring options on
the VXST, which measures a nine-day implied
volatility period, in 2014. See Securities Exchange
Act Release No. 71764 (March 21, 2014), 79 FR
17212 (March 27, 2014) (SR–CBOE–2014–003)
(Order Granting Approval of Proposed Rule Change
to List and Trade CBOE Short-Term Volatility Index
Options).
11 P.M.-settled, expiring SPXWs stop trading at
3:00 p.m. (Chicago time) on their last day of trading.
See Rule 24.9(e)(4). The additional 390 minutes
reflects that these constituent options trade for six
and a half hours on their expiration date until 3:00
p.m. (Chicago time).
12 See Notice, supra note 3, at 33575.
13 See id.
VerDate Sep<11>2014
18:58 Jul 24, 2015
Jkt 235001
volatility index options (including
standard (monthly) and weekly VIX
options) that will be used. Specifically,
under the proposal, the ‘‘time to
expiration’’ used to calculate the Special
Opening Quotation will account for the
actual number of days and minutes until
expiration for the constituent options
series.14
The Exchange also notes that it
currently is permitted to list up to 12
standard (monthly) VIX expirations.15
The Exchange proposes to retain the
ability to list 12 standard (monthly) VIX
expirations and proposes to permit the
Exchange to list up to six weekly
expirations in VIX options. According to
the Exchange, the six weekly
expirations would be for the nearest
weekly expirations from the actual
listing date and weekly expirations
would not be permitted to expire in the
same week in which standard (monthly)
VIX options expire. Standard (monthly)
expirations in VIX options would not be
counted as part of the maximum six
weekly expirations permitted for VIX
options.16
The Exchange notes that currently it
may list new series in VIX options up
to the fifth business day prior to
expiration. The Exchange proposes to
amend CBOE Rule 24.9 to permit new
series to be added up to and including
on the last day of trading for an expiring
VIX option contract. The Exchange
notes that this listing ability is similar
to the series setting schedule for other
types of weekly expirations, including
VXST options.17
Finally, the Exchange proposes to
break out VIX options separately from
other volatility index options under new
subparagraph (ii) to CBOE Rule
24.9.01(1) and to specify that the
interval between strike prices for CBOE
Volatility Index (VIX) options will be
$0.50 or greater where the strike price
is less than $75, $1 or greater where the
strike price is $200 or less and $5 or
greater where the strike price is more
than $200.
The Exchange notes that the strike
setting parameters set forth in the
id.
Exchange calculates the CBOE VVIX Index,
which measures the expected volatility of the 30day forward price of the VIX Index and is
calculated using VIX options. Because CBOE
calculates a volatility index using VIX options, the
Exchange is permitted to list up to 12 expirations
at any one time for VIX options. See Notice, supra
note 3, at 33576, n.13.
16 See Notice, supra note 3, at 33576 (providing
a chart summarizing the maximum listing ability
under the proposed rule change).
17 See existing Rule 24.9.01(c). See also Rules
5.5(d)(4) and 24.9(a)(2)(A)(iv) which permit series
to be added up to and including on their expiration
date for short-term (weekly) options.
PO 00000
14 See
15 The
Frm 00082
Fmt 4703
Sfmt 4703
proposed paragraph are already
permitted for VIX options.18 The
Exchange believes that separating VIX
options from other volatility index
options in this section to the CBOE
Rulebook would benefit market
participants since it would be easier to
identify the strike setting parameters for
VIX options by breaking them out as
proposed.
The Exchange proposes several
clarifying changes to the rule titles and
various subheadings to reflect the
substantive changes the Exchange is
proposing. In addition, the Exchange is
proposing various clarifying nonsubstantive changes to ensure
consistency and parallel structure
among various Exchange rules.
CBOE represents that it has analyzed
its capacity and represents that it
believes the Exchange and the Options
Price Reporting Authority (‘‘OPRA’’)
have the necessary systems capacity to
handle the additional traffic associated
with the listing of new series that would
result from the expiring VIX options
weekly. CBOE further notes that because
the proposal is limited to a single class,
the Exchange believes that the
additional traffic that would be
generated from the introduction of
weekly 30-Day VIX option series would
be manageable.
III. Discussion and Commission
Findings
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.19 Specifically, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,20 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, 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.
Specifically, the Commission believes
that expiring VIX options weekly will
18 See Rule 24.9(l) and Rule 24.9.12, which
permits $0.50 and $1 strike price intervals for
options that are used to calculate volatility indexes.
The Exchange calculates the CBOE VVIX Index,
which measures the expected volatility of the 30day forward price of the VIX Index and is
calculated using VIX options.
19 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
20 15 U.S.C. 78f(b)(5).
E:\FR\FM\27JYN1.SGM
27JYN1
Federal Register / Vol. 80, No. 143 / Monday, July 27, 2015 / Notices
provide investors with an additional
trading and hedging mechanism and
may provide investors with additional
opportunities to manage 30-day
volatility risk each week.
The Exchange has represented that it
has many years of history and
experience in conducting surveillance
for volatility index options trading to
draw from in order to detect
manipulative trading in the proposed
30-day weekly VIX series.21 In
approving the proposed weekly expiring
VIX options, the Commission has also
relied on the Exchange’s representation
that it and OPRA have the necessary
systems capacity to handle the
additional traffic associated with the
listing of new series that would result
from the weekly expiration of VIX
options.22
IV. Conclusion
IT IS THEREFORE ORDERED,
pursuant to Section 19(b)(2) of the
Act,23 that the proposed rule change
(SR–CBOE–2015–050) be, and hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–18274 Filed 7–24–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
31721; 812–14413]
BPV Capital Management, LLC and
BPV Family of Funds; Notice of
Application
July 21, 2015.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of an application under
section 6(c) of the Investment Company
Act of 1940 (‘‘Act’’) for an exemption
from section 15(a) of the Act and rule
18f–2 under the Act, as well as from
certain disclosure requirements in rule
20a–1 under the Act, Item 19(a)(3) of
Form N–1A, Items 22(c)(1)(ii),
22(c)(1)(iii), 22(c)(8) and 22(c)(9) of
Schedule 14A under the Securities
Exchange Act of 1934, and Sections 6–
07(2)(a), (b), and (c) of Regulation S–X
(‘‘Disclosure Requirements’’). The
requested exemption would permit an
investment adviser to hire and replace
tkelley on DSK3SPTVN1PROD with NOTICES
AGENCY:
21 See
Notice, supra note 3, at 33577.
id.
23 15 U.S.C. 78s(b)(2).
24 17 CFR 200.30–3(a)(12).
22 See
VerDate Sep<11>2014
18:58 Jul 24, 2015
Jkt 235001
certain sub-advisers without
shareholder approval and grant relief
from the Disclosure Requirements as
they relate to fees paid to the subadvisers.
44405
Summary of the Application
1. The Adviser will serve as the
investment adviser to the Funds
pursuant to an investment advisory
agreement with the Trust (the ‘‘Advisory
Agreement’’).1 The Adviser will provide
APPLICANTS: BPV Family of Funds
(the ‘‘Trust’’), a Delaware statutory trust the Funds with continuous and
registered under the Act as an open-end comprehensive investment management
services subject to the supervision of,
management investment company with
and policies established by, each Fund’s
multiple series, and BPV Capital
board of trustees (‘‘Board’’). The
Management, LLC, a Delaware limited
Advisory Agreement permits the
liability company registered as an
Adviser, subject to the approval of the
investment adviser under the
Board, to delegate to one or more subInvestment Advisers Act of 1940
advisers (each, a ‘‘Sub-Adviser’’ and
(‘‘BPV’’ or the ‘‘Adviser,’’ and,
collectively with the Trust, the
collectively, the ‘‘Sub-Advisers’’) the
‘‘Applicants’’).
responsibility to provide the day-to-day
DATES: Filing Dates: The application was portfolio investment management of
each Fund, subject to the supervision
filed January 8, 2015, and amended on
and direction of the Adviser. The
June 10, 2015.
primary responsibility for managing the
Hearing or Notification of Hearing: An
Funds will remain vested in the
order granting the application will be
Adviser. The Adviser will hire,
issued unless the Commission orders a
hearing. Interested persons may request evaluate, allocate assets to and oversee
the Sub-Advisers, including
a hearing by writing to the
determining whether a Sub-Adviser
Commission’s Secretary and serving
should be terminated, at all times
applicants with a copy of the request,
subject to the authority of the Board.
personally or by mail. Hearing requests
2. Applicants request an exemption to
should be received by the Commission
permit the Adviser, subject to Board
by 5:30 p.m. on August 17, 2015, and
approval, to hire certain Sub-Advisers
should be accompanied by proof of
service on the applicants, in the form of pursuant to Sub-Advisory Agreements
an affidavit or, for lawyers, a certificate
and materially amend existing Subof service. Pursuant to rule 0–5 under
Advisory Agreements without obtaining
the Act, hearing requests should state
the shareholder approval required under
the nature of the writer’s interest, any
section 15(a) of the Act and rule 18f–2
facts bearing upon the desirability of a
under the Act.2 Applicants also seek an
hearing on the matter, the reason for the exemption from the Disclosure
request, and the issues contested.
Requirements to permit a Fund to
Persons who wish to be notified of a
disclose (as both a dollar amount and a
hearing may request notification by
percentage of the Fund’s net assets): (a)
writing to the Commission’s Secretary.
The aggregate fees paid to the Adviser
and any Affiliated Sub-Adviser; and (b)
ADDRESSES: Secretary, U.S. Securities
and Exchange Commission, 100 F Street the aggregate fees paid to Sub-Advisers
NE., Washington, DC 20549–1090.
other than Affiliated Sub-Advisers
Applicants: Michael R. West, BPV
(collectively, ‘‘Aggregate Fee
Family of Funds, 9202 South
Disclosure’’). For any Fund that
Northshore Drive, Suite 300, Knoxville,
employs an Affiliated Sub-Adviser, the
TN 37922; and Jeffrey T. Skinner, Esq.,
Fund will provide separate disclosure of
Kirkpatrick, Townsend & Stockton LLP,
1 Applicants request relief with respect to any
1001 W. Fourth Street, Winston-Salem,
existing and any future series of the Trust and any
NC 27101.
other registered open-end management company or
FOR FURTHER INFORMATION CONTACT:
series thereof that: (a) Is advised by BPV or its
Emerson S. Davis, Senior Counsel, at
successor or by a person controlling, controlled by,
(202) 551–6868, or Daniele Marchesani, or under common control with BPV or its successor
(each, also an ‘‘Adviser’’); (b) uses the manager of
Branch Chief, at (202) 551–6821
managers structure described in the application;
(Division of Investment Management,
and (c) complies with the terms and conditions of
Chief Counsel’s Office).
the application (any such series, a ‘‘Fund’’ and
collectively, the ‘‘Funds’’). For purposes of the
SUPPLEMENTARY INFORMATION: The
requested order, ‘‘successor’’ is limited to an entity
following is a summary of the
that results from a reorganization into another
application. The complete application
jurisdiction or a change in the type of business
may be obtained via the Commission’s
organization.
2 The requested relief will not extend to any SubWeb site by searching for the file
Adviser that is an affiliated person, as defined in
number, or an applicant using the
section 2(a)(3) of the Act, of a Fund or the Adviser,
Company name box, at https://
other than by reason of serving as a sub-adviser to
www.sec.gov/search/search.htm or by
one or more of the Funds (‘‘Affiliated SubAdviser’’).
calling (202) 551–8090.
PO 00000
Frm 00083
Fmt 4703
Sfmt 4703
E:\FR\FM\27JYN1.SGM
27JYN1
Agencies
[Federal Register Volume 80, Number 143 (Monday, July 27, 2015)]
[Notices]
[Pages 44403-44405]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-18274]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75501; File No. SR-CBOE-2015-050]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Order Granting Approval of Proposed Rule Change To Expire
CBOE Volatility Index Options Every Week
July 21, 2015.
I. Introduction
On June 1, 2015, Chicago Board Options Exchange, Incorporated
(``Exchange'' or ``CBOE'') 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 expire CBOE Volatility Index
(``VIX'') options every week. The proposed rule change was published
for comment in the Federal Register on June 12, 2015.\3\ The Commission
received no comments on the proposed rule change. This order grants
approval of 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. 75120 (June 8,
2015), 80 FR 33574 (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
In February 2006, CBOE began trading options that expire monthly on
the VIX, which measures a 30-day period of implied volatility.
Currently, standard VIX options expire once a month. CBOE now proposes
to expire 30-day VIX options every week. According to CBOE, VIX options
would continue to trade as they do today and they would be subject to
all of the same rules that they are subject to today, except as
proposed to be modified by the proposed rule change.\4\
---------------------------------------------------------------------------
\4\ See Notice, supra note 3, at 33574.
---------------------------------------------------------------------------
CBOE notes that, in its capacity as the Reporting Authority, it
enhanced the VIX Index (cash/spot value) to include P.M.-settled S&P
500 Index End-of-Week expirations (``SPXWs'') in 2014.\5\ According to
CBOE, the inclusion of SPXWs allows the VIX Index to be calculated with
SPX option series that most precisely match the 30-day target timeframe
for expected volatility that the VIX Index is intended to represent.
CBOE further states that using SPX options with more than 23 days and
less than 37 days to expiration ensures that the VIX Index will always
reflect an interpolation of two points along the S&P 500 Index
volatility term structure.\6\
---------------------------------------------------------------------------
\5\ See Notice, supra note 3, at 33574-75. CBOE notes that this
enhancement did not impact the exercise settlement value for VIX
options and futures, which continue to use the same VIX Index
formula and the opening prices of standard (i.e., third Friday
expiration) S&P 500 Index (``SPX'') option series with 30 days to
expiration. See id. at 33575, n.5.
\6\ See Notice, supra note 3, at 33574-75. See also the VIX
White Paper available at https://www.cboe.com/micro/vix/vixwhite.pdf
for a detailed description about the VIX Index methodology.
---------------------------------------------------------------------------
The last trading day for expiring standard VIX options is the
business day immediately prior to their expiration date. The expiration
date for VIX options is pegged to the standard (third Friday) SPX
option expiration in the subsequent month. According to CBOE, the
expiration date is on the Wednesday that is 30 days prior to the third
Friday of the calendar month immediately following the month in which
the VIX option expires.\7\ CBOE (as the Reporting Authority for VIX
options) calculates the exercise settlement value for expiring VIX
options on their expiration date.\8\
---------------------------------------------------------------------------
\7\ See Notice, supra note 3, at 33575. If the Friday in the
subsequent month is an Exchange holiday this standard Wednesday VIX
option expiration is changed to be the business day that is thirty
days prior to the Exchange business day immediately preceding that
Friday. See id.
\8\ See CBOE Rule 24.9(a)(5) (setting forth the method of
determining the day on which the exercise settlement value will be
calculated for VIX options and determining the expiration date and
last trading day for VIX options). See also Notice, supra note 3, at
33575.
---------------------------------------------------------------------------
[[Page 44404]]
The Exchange now proposes to expire VIX options each Wednesday.\9\
According to CBOE, the new VIX expirations would be series of the
existing VIX option class. Similar to the CBOE Short-Term Volatility
Index (``VXST''),\10\ however, different types of SPX options would be
used to calculate and settle VIX options. Specifically, CBOE states
that, as today, the standard (monthly) VIX option expirations would be
calculated using A.M.-settled SPX options that expire on the third
Friday in the subsequent month and the period of implied volatility
covered by these contracts would be exactly 30 days. The new weekly VIX
option expirations would be calculated using P.M.-settled SPXWs that
expire in 30 days and the period of implied volatility by these
contracts would be 30 days, plus 390 minutes.\11\
---------------------------------------------------------------------------
\9\ CBOE notes that it is currently unable to list weekly VIX
options under its other weekly option programs because those
programs require that weekly options expire on Fridays and VIX
options expire on Wednesdays. See Notice, supra note 3 at 33575,
n.8.
\10\ CBOE introduced weekly expiring options on the VXST, which
measures a nine-day implied volatility period, in 2014. See
Securities Exchange Act Release No. 71764 (March 21, 2014), 79 FR
17212 (March 27, 2014) (SR-CBOE-2014-003) (Order Granting Approval
of Proposed Rule Change to List and Trade CBOE Short-Term Volatility
Index Options).
\11\ P.M.-settled, expiring SPXWs stop trading at 3:00 p.m.
(Chicago time) on their last day of trading. See Rule 24.9(e)(4).
The additional 390 minutes reflects that these constituent options
trade for six and a half hours on their expiration date until 3:00
p.m. (Chicago time).
---------------------------------------------------------------------------
In order to allow for the weekly expiration of 30-day VIX options,
CBOE is also proposing to amend its rules relating to volatility index
options in several ways. CBOE proposes to add new language relating to
VIX options specifying that the exercise settlement value of a VIX
option will be calculated on the specific date (usually a Wednesday)
identified in the option symbol for the series. If that Wednesday or
the Friday that is 30 days following that Wednesday is an Exchange
holiday, the exercise settlement value shall be calculated on the
business day immediately preceding that Wednesday.\12\
---------------------------------------------------------------------------
\12\ See Notice, supra note 3, at 33575.
---------------------------------------------------------------------------
CBOE notes that expiring 30-day VIX options weekly would result in
the Modified Opening Procedures being used more frequently for the
constituent options series used to calculate the exercise settlement
values for the proposed new 30-day VIX weekly expirations.\13\
---------------------------------------------------------------------------
\13\ See id.
---------------------------------------------------------------------------
The Exchange also proposes to add detailed information about the
``time to expiration'' input for VIX options volatility index options
(including standard (monthly) and weekly VIX options) that will be
used. Specifically, under the proposal, the ``time to expiration'' used
to calculate the Special Opening Quotation will account for the actual
number of days and minutes until expiration for the constituent options
series.\14\
---------------------------------------------------------------------------
\14\ See id.
---------------------------------------------------------------------------
The Exchange also notes that it currently is permitted to list up
to 12 standard (monthly) VIX expirations.\15\ The Exchange proposes to
retain the ability to list 12 standard (monthly) VIX expirations and
proposes to permit the Exchange to list up to six weekly expirations in
VIX options. According to the Exchange, the six weekly expirations
would be for the nearest weekly expirations from the actual listing
date and weekly expirations would not be permitted to expire in the
same week in which standard (monthly) VIX options expire. Standard
(monthly) expirations in VIX options would not be counted as part of
the maximum six weekly expirations permitted for VIX options.\16\
---------------------------------------------------------------------------
\15\ The Exchange calculates the CBOE VVIX Index, which measures
the expected volatility of the 30-day forward price of the VIX Index
and is calculated using VIX options. Because CBOE calculates a
volatility index using VIX options, the Exchange is permitted to
list up to 12 expirations at any one time for VIX options. See
Notice, supra note 3, at 33576, n.13.
\16\ See Notice, supra note 3, at 33576 (providing a chart
summarizing the maximum listing ability under the proposed rule
change).
---------------------------------------------------------------------------
The Exchange notes that currently it may list new series in VIX
options up to the fifth business day prior to expiration. The Exchange
proposes to amend CBOE Rule 24.9 to permit new series to be added up to
and including on the last day of trading for an expiring VIX option
contract. The Exchange notes that this listing ability is similar to
the series setting schedule for other types of weekly expirations,
including VXST options.\17\
---------------------------------------------------------------------------
\17\ See existing Rule 24.9.01(c). See also Rules 5.5(d)(4) and
24.9(a)(2)(A)(iv) which permit series to be added up to and
including on their expiration date for short-term (weekly) options.
---------------------------------------------------------------------------
Finally, the Exchange proposes to break out VIX options separately
from other volatility index options under new subparagraph (ii) to CBOE
Rule 24.9.01(1) and to specify that the interval between strike prices
for CBOE Volatility Index (VIX) options will be $0.50 or greater where
the strike price is less than $75, $1 or greater where the strike price
is $200 or less and $5 or greater where the strike price is more than
$200.
The Exchange notes that the strike setting parameters set forth in
the proposed paragraph are already permitted for VIX options.\18\ The
Exchange believes that separating VIX options from other volatility
index options in this section to the CBOE Rulebook would benefit market
participants since it would be easier to identify the strike setting
parameters for VIX options by breaking them out as proposed.
---------------------------------------------------------------------------
\18\ See Rule 24.9(l) and Rule 24.9.12, which permits $0.50 and
$1 strike price intervals for options that are used to calculate
volatility indexes. The Exchange calculates the CBOE VVIX Index,
which measures the expected volatility of the 30-day forward price
of the VIX Index and is calculated using VIX options.
---------------------------------------------------------------------------
The Exchange proposes several clarifying changes to the rule titles
and various subheadings to reflect the substantive changes the Exchange
is proposing. In addition, the Exchange is proposing various clarifying
non-substantive changes to ensure consistency and parallel structure
among various Exchange rules.
CBOE represents that it has analyzed its capacity and represents
that it believes the Exchange and the Options Price Reporting Authority
(``OPRA'') have the necessary systems capacity to handle the additional
traffic associated with the listing of new series that would result
from the expiring VIX options weekly. CBOE further notes that because
the proposal is limited to a single class, the Exchange believes that
the additional traffic that would be generated from the introduction of
weekly 30-Day VIX option series would be manageable.
III. Discussion and Commission Findings
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.\19\
Specifically, the Commission finds that the proposed rule change is
consistent with Section 6(b)(5) of the Act,\20\ which requires, among
other things, that the rules of a national securities exchange be
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, 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. Specifically, the Commission believes that expiring VIX
options weekly will
[[Page 44405]]
provide investors with an additional trading and hedging mechanism and
may provide investors with additional opportunities to manage 30-day
volatility risk each week.
---------------------------------------------------------------------------
\19\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\20\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange has represented that it has many years of history and
experience in conducting surveillance for volatility index options
trading to draw from in order to detect manipulative trading in the
proposed 30-day weekly VIX series.\21\ In approving the proposed weekly
expiring VIX options, the Commission has also relied on the Exchange's
representation that it and OPRA have the necessary systems capacity to
handle the additional traffic associated with the listing of new series
that would result from the weekly expiration of VIX options.\22\
---------------------------------------------------------------------------
\21\ See Notice, supra note 3, at 33577.
\22\ See id.
---------------------------------------------------------------------------
IV. Conclusion
IT IS THEREFORE ORDERED, pursuant to Section 19(b)(2) of the
Act,\23\ that the proposed rule change (SR-CBOE-2015-050) be, and
hereby is, approved.
---------------------------------------------------------------------------
\23\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
---------------------------------------------------------------------------
\24\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-18274 Filed 7-24-15; 8:45 am]
BILLING CODE 8011-01-P