Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing of Proposed Rule Change Amending Rule 123C-Equities To Provide for How the Exchange Would Determine an Official Closing Price if the Exchange Is Unable To Conduct a Closing Transaction, 12986-12990 [2016-05437]
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Federal Register / Vol. 81, No. 48 / Friday, March 11, 2016 / Notices
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 No. SR–NYSEMKT–
2016–17, and should be submitted on or
before April 1, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–05435 Filed 3–10–16; 8:45 am]
BILLING CODE 8011–01–P
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 123C—Equities to provide for how
the Exchange would determine an
Official Closing Price if the Exchange is
unable to conduct a closing transaction.
The proposed rule change is available
on the Exchange’s Web site at
www.nyse.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
self-regulatory organization 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 those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
SECURITIES AND EXCHANGE
COMMISSION
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
[Release No. 34–77306; File No. SR–
NYSEMKT–2016–31]
1. Purpose
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing of Proposed
Rule Change Amending Rule 123C—
Equities To Provide for How the
Exchange Would Determine an Official
Closing Price if the Exchange Is
Unable To Conduct a Closing
Transaction
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March 7, 2016.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on February
25, 2016, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
21 17
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 See NYSE press release dated July 22, 2015,
available here: https://ir.theice.com/press-andpublications/press-releases/all-categories/2015/0722-2015.aspx.
1 15
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The Exchange is proposing to amend
its rules to specify back-up procedures
for determining an Official Closing Price
for Exchange-listed securities if it is
unable to conduct a closing transaction
in one or more securities due to a
systems or technical issue.4 Specifically,
the Exchange proposes to amend Rule
123C—Equities (‘‘Rule 123C’’) to
provide for how the Exchange would
determine an Official Closing Price if
the Exchange is impaired.
The Exchange developed this
proposal in consultation with its
affiliated exchanges, NYSE Arca, Inc.
(‘‘NYSE Arca’’) and New York Stock
Exchange LLC (‘‘NYSE’’), and the
NASDAQ Stock Market LLC (‘‘Nasdaq’’),
and took into consideration feedback
from discussions with industry
participants, including meeting the
following key goals important to market
participants:
• Providing a pre-determined,
consistent solution that would result in
a closing print to the applicable
securities information processor (‘‘SIP’’)
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within a reasonable time frame from the
normal closing time;
• Minimizing the need for industry
participants to modify their processing
of data from the SIPs; and
• Providing advance notification of
the applicable closing contingency plan
to provide sufficient time for industry
participants to route any closing interest
to an alternate venue to participate in
that venue’s closing auction.
Background
The Exchange recently amended Rule
123C to add the definition of ‘‘Official
Closing Price’’ for all Exchange-listed
securities and, once implemented, will
disseminate to the SIP the Official
Closing Price as an ‘‘M’’ value.5 In that
filing, the Exchange amended Rule
123C(1)(e)(i) to define the ‘‘Official
Closing Price’’ of a security listed on the
Exchange as the price established in a
closing transaction under paragraphs (7)
and (8) of Rule 123C of one round lot
or more. If there is no closing
transaction in a security or if a closing
transaction is less than one round lot,
the Official Closing Price will be the
most recent last-sale eligible trade in
such security on the Exchange on that
trading day.
The Exchange further amended Rule
123C(1)(e)(ii) to provide for how the
Exchange would determine an Official
Closing Price if the Exchange is unable
to conduct a closing transaction in a
security or securities due to a systems
or technical issue. In such case, the
Official Closing Price will be the last
consolidated last-sale eligible trade for
such security during regular trading
hours on that trading day. The rule
further provides that if there were no
consolidated last-sale eligible trades in
a security on a trading day when the
Exchange is unable to conduct a closing
transaction in a security or securities
due to a systems or technical issue, the
Official Closing Price of such security
will be the prior day’s Official Closing
Price.
The Exchange also amended Rule
440B(b)—Equities to provide that
Exchange systems will not execute or
display a short sale order with respect
to a covered security at a price that is
less than or equal to the current national
best bid if the price of that security
decreases by 10% or more, as
5 See Securities Exchange Act Release No. 76601
(Dec. 9, 2015), 80 FR 77680 (Dec. 15, 2015) (SR–
NYSEMKT–2015–98). For a description of all sale
conditions that are reportable to the SIP, including
the ‘‘M’’ value, see the Consolidated Tape System
Participant Communications Interface
Specification, dated November 16, 2015, at 86,
available here: https://www.ctaplan.com/
publicdocs/ctaplan/notifications/trader-update/
cts_input_spec.pdf.
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determined by the listing market for that
security, from the security’s Official
Closing Price, as defined in Rule 123C
as of the end of regular trading hours on
the prior day (‘‘Trigger Price’’).
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Proposed Amendments
The Exchange proposes to amend
Rule 123C(1)(e)(ii) to provide for the
proposed new contingency plan of how
the Exchange would determine an
Official Closing Price if the Exchange is
unable to conduct a closing transaction
in a security or securities due to a
systems or technical issue. To reflect
this change, the Exchange would
replace the current rule text in Rule
123C(1)(e)(ii).
As proposed, Rule 123C(1)(e)(ii)
would provide that if the Exchange
determines at or before 3:00 p.m.
Eastern Time that it is unable to conduct
a closing transaction in one or more
securities due to a systems or technical
issue, the Exchange would designate an
alternate exchange for such security or
securities. The Exchange would
publicly announce the exchange
designated as the alternate exchange via
Trader Update.6 In such case, the
Official Closing Price of each security
would be determined on the following
hierarchy:
• Proposed Rule 123C(1)(e)(ii)(A)
would provide that the Official Closing
Price would be the official closing price
for such security under the rules of the
designated alternate exchange. For
example, if the Exchange designates
NYSE Arca as the alternate exchange,
the Official Closing Price would be
based on NYSE Arca Equities Rule
1.1(ggP), which defines how NYSE Arca
establishes an official closing price.7 If
Nasdaq were designated as the alternate
exchange, the Official Closing Price
would be the official closing price
established in Nasdaq Rule 4754.
The proposed 3:00 p.m. cut off time
was selected in part based on
discussions with market participants
regarding their capability to re-direct
closing-only interest in Exchange-listed
securities in time to participate in the
closing auction of an alternate venue. By
designating an alternate exchange before
3:00 p.m. Eastern Time, the Exchange
6 The Exchange expects that it would designate
one of its affiliated exchanges as the alternate
exchange and would designate Nasdaq only if its
affiliated exchanges were also impacted by the
systems or technical issue.
7 NYSE Arca Equities will be filing a rule
proposal to amend Rule 1.1(ggP)(1) to provide that
the manner by which NYSE Arca determines the
Official Closing Price under that rule for securities
listed on NYSE Arca would also be applicable to
any securities for which NYSE Arca conducts a
closing auction, including securities that trade on
an unlisted trading privileges basis.
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therefore believes that market
participants would be more likely to
have sufficient notice to direct any
closing-only interest in Exchange-listed
securities to the designated alternate
exchange. By providing market
participants sufficient time, when
possible, to route closing-only interest
to an alternate venue for participation in
that exchange’s closing auction process,
that alternate exchange’s closing auction
would be more likely to result in a
closing price that reflects market value
for such security.
If there were insufficient interest for
a closing auction on the designated
alternate exchange, the Exchange
believes that the respective rules of
NYSE Arca and Nasdaq provide for an
appropriate hierarchy of which price to
use to determine the Official Closing
Price. For example, under NYSE Arca
Rule 1.1(ggP)(1), if there is no closing
auction of one round lot or more on a
trading day, the official closing price
under that rule is the most recent
consolidated last sale eligible trade
during Core Trading Hours on that
trading day. That rule further provides
that if there were no consolidated last
sale eligible trades during Core Trading
Hours on that trading day, NYSE Arca’s
official closing price will be the prior
day’s Official Closing Price. This
hierarchy is similar to how the
Exchange determines the Official
Closing Price pursuant to Rule
123C(1)(e)(i) when there is no closing
transaction of a round lot or more,
except that in lieu of a closing auction,
NYSE Arca uses the last consolidated
last sale eligible trade rather than the
last Exchange last-sale eligible trade.
• Proposed Rule 123C(1)(e)(ii)(B)
would provide if the designated
alternate exchange does not have an
official closing price in a security, the
Official Closing price would be the
volume-weighted average price
(‘‘VWAP’’) of the consolidated last-sale
eligible prices of the last five minutes of
trading during regular trading hours up
to the time that the VWAP is processed.
The VWAP would include any closing
transactions on an exchange and would
take into account any trade breaks or
corrections up to the time the VWAP is
processed. Because the VWAP would
include any last-sale eligible trades,
busts, or corrections that were reported
up to the time that the SIP calculates the
VWAP, the Exchange believes that the
VWAP price would reflect any pricing
adjustments that may be reported after
4:00 p.m. ET.
As discussed above, the manner by
which exchanges calculate their
respective official closing prices provide
for an official closing price in the
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12987
absence of a closing transaction.
Accordingly, the Exchange believes that
in circumstances when the Exchange
designates an alternate exchange, the
VWAP calculation would rarely be used
to determine the Official Closing Price
for an Exchange-listed security.
• Proposed Rule 123C(1)(e)(ii)(C)
would provide that if the designated
alternate exchange does not have an
official closing price in a security and
there were no consolidated last-sale
eligible trades in the last five minutes of
trading during regular trading hours in
such security, the Official Closing Price
would be the last consolidated last-sale
eligible trade during regular trading
hours on that trading day.
• Proposed Rule 123C(1)(e)(ii)(D)
would provide that if the designated
alternate exchange does not have an
official closing price in a security and
there were no consolidated last-sale
eligible trades in a security on a trading
day in such security, the Official
Closing Price would be the prior day’s
Official Closing Price.
• Finally, proposed Rule
123C(1)(e)(ii)(E) would provide that if
an Official Closing Price for a security
cannot be determined under (A), (B), or
(C) of proposed Rule 123C(1)(e)(ii) and
there is no prior day’s Official Closing
Price, the Exchange would not publish
an Official Closing Price for such
security.
The Exchange would use the
hierarchy set forth in proposed Rule
123C(e)(ii)(B)–(E) only if the designated
alternate exchange did not disseminate
an official closing price in a security. In
such case, the proposed hierarchy is
based on current Rule 123C(1)(e)(i),
which provides that, if the Exchange is
unable to conduct a closing transaction,
the Official Closing Price will be the last
consolidated last-sale eligible trade for
such security during regular trading
hours on that trading day, and if there
were no consolidated last-sale eligible
trades in a security, the Official Closing
Price of such security will be the prior
day’s Official Closing Price. In addition,
the Exchange proposes to add as
paragraph (E) of Rule 123C(e)(ii) what
would happen if there were no Official
Closing Price published on the prior
trading day (i.e., the Exchange would
not publish an Official Closing Price).
The Exchange believes not publishing
an Official Closing Price would be a rare
occurrence, and is most likely to occur
for a thinly-traded security, such as a
when issued security, right, or warrant,
that has been listed for trading but does
not have any consolidated last-sale
eligible trades.
If the Exchange determines that it is
impaired before 3:00 p.m. and the
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Official Closing Price for an Exchangelisted security is determined pursuant to
proposed Rule 123C(1)(e)(ii), the SIP
would publish the Official Closing Price
for such security no differently than
how the SIP publishes the Official
Closing Price for an Exchange-listed
security pursuant to Rule 123C(1)(e)(i).8
Accordingly, if the Official Closing Price
is determined pursuant to proposed
Rule 123C(1)(e)(ii), recipients of SIP
data would not have to make any
changes to their systems because the SIP
would publish the ‘‘M’’ last sale
condition as an Exchange Official
Closing Price for any impacted
Exchange-listed securities.
As further proposed, Rule
123C(1)(e)(iii) would describe how the
Exchange would determine the Official
Closing Price for a security if the
Exchange determines after 3:00 p.m.
Eastern Time that it is unable to conduct
a closing transaction in one or more
securities due to a systems or technical
issue. Based on input from market
participants, the Exchange believes that,
if the Exchange were to announce after
3:00 p.m. Eastern Time that it is
impaired and unable to conduct a
closing transaction, market participants
would not have sufficient time to redirect closing-only orders to an alternate
venue. The proposed hierarchy would
be similar to proposed Rule
123C(1)(e)(ii), but would not
contemplate a closing transaction on a
designated alternate exchange.
Accordingly, in such scenario, the
Exchange proposes to use the following
hierarchy for determining the Official
Closing Price for a security:
• Proposed Rule 123C(1)(e)(iii)(A)
would provide that the Official Closing
Price would be the VWAP of the
consolidated last-sale eligible prices of
the last five minutes of trading during
regular trading hours up to the time that
the VWAP is processed, including any
closing transactions on an exchange.
The VWAP would take into account any
trade breaks or corrections up to the
time of the VWAP is processed. This
VWAP would be calculated in the same
manner as set forth in proposed in Rule
123C(1)(e)(ii)(B), described above.
However, if the Exchange’s
determination that it is unable to
8 The Operating Committees of the CTA Plan, CQ
Plan, and the Joint Self-Regulatory Organization
Plan Governing the Collection, Consolidation, and
Dissemination of Quotation and Transaction
Information for Nasdaq-Listed Securities Traded on
Exchanges on an Unlisted Trading Privileges Basis
approved the Impaired Market Contingency Plan
under which the SIPs would print an impaired
primary listing exchange’s contingency Official
Closing Price as the Official Closing Price of that
primary listing exchange as provided for in the
rules of respective primary listing exchanges.
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conduct a closing transaction is after
3:00 p.m. ET, the proposed VWAP
calculation would be the primary means
for determining the Official Closing
Price for a security. In such case, the
Exchange believes that the VWAP
would appropriately reflect the pricing
of a security because it would include,
in a volume-weighted manner, the price
and volume of closing transactions on
other exchanges if market participants
are able to route closing interest in
Exchange-listed securities to an
alternate venue for participation in a
closing auction.
• Proposed Rule 123C(1)(e)(iii)(B)
would provide that if there were no
consolidated last-sale eligible trades in
the last five minutes of trading during
regular trading hours in such security,
the Official Closing Price would be the
last consolidated last-sale eligible trades
during regular trading hours on that
trading day. This proposed rule text is
the same as proposed Rule
123C(1)(e)(ii)(C).
• Proposed Rule 123C(1)(e)(iii)(C)
would provide that if there were no
consolidated last-sale eligible trades in
such security on a trading day, the
Official Closing Price would be the prior
day’s Official Closing Price. This
proposed rule text is the same as
proposed Rule 123C(1)(e)(ii)(D).
• Finally, proposed Rule
123C(1)(e)(iii)(D) would provide that if
an Official Closing Price for a security
cannot be determined under (A), (B), or
(C) of proposed Rule 123C(1)(e)(iii) and
there is no prior day’s Official Closing
Price, the Exchange would not publish
an Official Closing Price for such
security. This proposed rule text is
based on proposed Rule
123C(1)(e)(ii)(E).
Similar to how the Official Closing
Price would be published under
proposed Rule 123C(1)(e)(ii), if the
Exchange determines that it is impaired
after 3:00 p.m. and the Official Closing
Price is determined pursuant to
proposed Rule 123C(1)(e)(iii), the SIP
would publish the Official Closing Price
for such security no differently than
how the SIP publishes the Official
Closing Price for an Exchange-listed
security pursuant to Rule 123C(1)(e)(i).
Accordingly, if the Official Closing Price
is determined pursuant to proposed
Rule 123C(1)(e)(iii), recipients of SIP
data would not have to make any
changes to their systems because the SIP
would publish the ‘‘M’’ last sale
condition as an Exchange Official
Closing Price for any impacted
Exchange-listed securities.
For purposes of Rule 440B(b)—
Equities, the Official Closing Price
would still be determined based on Rule
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123C and if the market is impaired, the
Official Closing Price as defined in
proposed Rules 123C(1)(e)(ii) and (iii)
would be used for purposes of
determining whether a Short Sale Price
Test is triggered in a security the next
trading day.
Because of the technology changes
associated with this proposed rule
change, the Exchange will implement
the proposed back-up procedures for
determining an Official Closing Price no
later than 120 days after approval of this
proposed rule change and will
announce the implementation date via
Trader Update.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,9 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,10 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities,
and to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system.
The Exchange believes that the
proposed rule change would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because it
would provide transparency in how the
Exchange would determine the Official
Closing Price in Exchange-listed
securities when the Exchange is unable
to conduct a closing transaction due to
a systems or technical issue. The
Exchange believes that the proposed
amendments would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because
the proposed determination of an
Official Closing Price was crafted in
response to input from industry
participants and would:
• Provide a pre-determined,
consistent solution that would result in
a closing print to the SIP within a
reasonable time frame from the normal
closing time;
• minimize the need for industry
participants to modify their processing
of data from the SIP; and
• provide advance notification of the
applicable closing contingency plan to
provide sufficient time for industry
participants to route any closing interest
9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10 15
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to an alternate venue to participate in
that venue’s closing auction
More specifically, the Exchange
believes the proposed hierarchy for
determining the Official Closing Price if
the Exchange determines that it is
impaired before 3:00 p.m. Eastern Time
would remove impediments to and
perfect the mechanism of a free and
open market and a national market
system because the proposal, which is
based on input from market
participants, would provide sufficient
time for market participants to direct
closing-only interest to a designated
alternate exchange in time for such
interest to participate in a closing
auction on such alternate venue in a
meaningful manner. The Exchange
further believes that relying on the
official closing price of a designated
alternate exchange would provide for an
established hierarchy for determining an
Official Closing Price for an Exchangelisted security if there is insufficient
interest to conduct a closing auction on
the alternate exchange. In such case, the
rules of NYSE Arca and Nasdaq already
provide a mechanism for determining
an official closing price for securities
that trade on those markets.
The Exchange further believes that if
the Exchange determines after 3:00 p.m.
that it is impaired and unable the [sic]
conduct a closing transaction, the
proposed VWAP calculation would
remove impediments to and perfect the
mechanism of a free and open market
and a national market system because it
would provide for a mechanism to
determine the value of an affected
security for purposes of determining an
Official Closing Price. By using a
volume-weighted calculation that would
include the closing transactions on an
affected security on alternate exchanges
as well as any busts or corrections that
were reported up to the time that the
SIP calculates the value, the Exchange
believes that the proposed calculation
would reflect the correct price of a
security. In addition, by using a VWAP
calculation rather than the last
consolidated last-sale eligible price as of
the end of regular trading hours, the
Exchange would reduce the potential for
an anomalous trade that may not reflect
the true price of a security from being
set as the Official Closing Price for a
security.
The Exchange further believes that the
proposed rule change would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because
the proposal would have minimal
impact on market participants. As
proposed, from the perspective of
market participants, even if the
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Exchange were impaired, the SIP would
publish an Official Closing Price for
Exchange-listed securities on behalf of
the Exchange in a manner that would be
no different than if the Exchange were
not impaired. If the Exchange
determines that it is impaired after 3:00
p.m., market participants would not
have to make any system changes. If the
Exchange determines that it is impaired
before 3:00 p.m. Eastern Time and
designates an alternate exchange,
market participants may have to do
systems work to re-direct closing-only
orders to the alternate exchange.
However, the Exchange understands,
based on input from market
participants, that such changes would
be feasible based on the amount of
advance notice. In addition, the
Exchange believes that designating an
alternate exchange when there is
sufficient time to do so would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because it
would allow for the price-discovery
mechanism of a closing auction to be
available for impacted Exchange-listed
securities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed rule change is not designed to
address any competitive issues, but
rather to provide for how the Exchange
would determine an Official Closing
Price for Exchange-listed securities if it
is impaired and cannot conduct a
closing transaction due to a systems or
technical issue. The proposal has been
crafted with input from market
participants, Nasdaq, and the SIPs, and
is designed to reduce the burden on
competition by having similar back-up
procedures across all primary listing
exchanges if such exchange is is [sic]
impaired and cannot conduct a closing
transaction.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
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 up to 90 days (i) as the
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12989
Commission may designate if it finds
such longer period to be appropriate
and publishes its reasons for so finding
or (ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
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–NYSEMKT–2016–31 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–NYSEMKT–2016–31. 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 the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
E:\FR\FM\11MRN1.SGM
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12990
Federal Register / Vol. 81, No. 48 / Friday, March 11, 2016 / Notices
collectively referred to herein as the
‘‘Shares.’’
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEMKT–2016–31 and should be
submitted on or before April 1, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–05437 Filed 3–10–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77301; File No. SR–
NASDAQ–2016–028]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing of Proposed Rule Change
Relating to the Listing and Trading of
the Shares of the iSectors Post-MPT
Growth ETF of ETFis Series Trust I
March 7, 2016.
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 February
23, 2016, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in in
Items I and II below, which Items have
been prepared by Nasdaq. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Nasdaq proposes to list and trade the
shares of the iSectors Post-MPT Growth
ETF (the ‘‘Fund’’), a series of ETFis
Series Trust I (the ‘‘Trust’’), under
Nasdaq Rule 5735 (‘‘Managed Fund
Shares’’).3 The shares of the Fund are
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 The Commission approved Nasdaq Rule 5735 in
Securities Exchange Act Release No. 57962 (June
13, 2008) 73 FR 35175 (June 20, 2008) (SR–
NASDAQ–2008–039). There are already multiple
actively-managed funds listed on the Exchange; see
e.g., Securities Exchange Act Release No. 72411
(June 17, 2014), 79 FR 35598 (June 23, 2014) (SR–
NASDAQ–2014–40) (order approving listing and
trading of Calamos Focus Growth ETF). The
Exchange believes the proposed rule change raises
no significant issues not previously addressed in
those prior Commission orders. The Exchange
believes the proposed rule change raises no
significant issues not previously addressed in those
prior Commission orders.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
1 15
VerDate Sep<11>2014
17:56 Mar 10, 2016
Jkt 238001
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
Nasdaq included statements concerning
the purpose of, and basis for, the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below.
Nasdaq 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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to list and
trade the Shares of the Fund under
Nasdaq Rule 5735, which governs the
listing and trading of Managed Fund
Shares 4 on the Exchange. The Fund will
be an actively managed exchange-traded
fund (‘‘ETF’’). The Shares will be
offered by the Trust, which was
established as a Delaware statutory trust
on September 20, 2012.5 The Trust is
registered with the Commission as an
investment company and has filed a
registration statement on Form N–1A
(‘‘Registration Statement’’) with the
Commission.6 The Fund is a series of
the Trust.
4 A Managed Fund Share is a security that
represents an interest in an investment company
registered under the Investment Company Act of
1940 (15 U.S.C. 80a–1)(the ‘‘1940 Act’’) organized
as an open-end investment company or similar
entity that invests in a portfolio of securities
selected by its investment adviser consistent with
its investment objectives and policies. In contrast,
an open-end investment company that issues Index
Fund Shares, listed and traded on the Exchange
under Nasdaq Rule 5705, seeks to provide
investment results that correspond generally to the
price and yield performance of a specific foreign or
domestic stock index, fixed income securities index
or combination thereof.
5 The Commission has issued an order, upon
which the Trust may rely, granting certain
exemptive relief under the 1940 Act. See
Investment Company Act Release No. 30607 (July
23, 2013). In compliance with Nasdaq Rule
5735(b)(5), which applies to Managed Fund Shares
based on an international or global portfolio, the
Trust’s application for exemptive relief under the
1940 Act states that the Fund will comply with the
federal securities laws in accepting securities for
deposits and satisfying redemptions with
redemption securities, including that the securities
accepted for deposits and the securities used to
satisfy redemption requests are sold in transactions
that would be exempt from registration under the
Securities Act of 1933 (15 U.S.C. 77a).
6 See Registration Statement on Form N–1A for
the Trust filed on December 2, 2015 (File Nos. 333–
187668 and 811–22819). The descriptions of the
Fund and the Shares contained herein are based, in
part, on information in the Registration Statement.
PO 00000
Frm 00133
Fmt 4703
Sfmt 4703
Virtus ETF Advisers LLC will be the
investment adviser (‘‘Adviser’’) to the
Fund. iSectors, LLC will be the
investment sub-adviser (‘‘Sub-Adviser’’)
to the Fund. ETF Distributors LLC (the
‘‘Distributor’’) will be the principal
underwriter and distributor of the
Fund’s Shares. The Bank of New York
Mellon (‘‘BNY Mellon’’) will act as the
administrator, accounting agent,
custodian, and transfer agent to the
Fund.
Paragraph (g) of Rule 5735 provides
that if the investment adviser to the
investment company issuing Managed
Fund Shares is affiliated with a brokerdealer, such investment adviser shall
erect a ‘‘fire wall’’ between the
investment adviser and the brokerdealer with respect to access to
information concerning the composition
and/or changes to such investment
company portfolio.7 In addition,
paragraph (g) further requires that
personnel who make decisions on the
open-end fund’s portfolio composition
must be subject to procedures designed
to prevent the use and dissemination of
material, non-public information
regarding the open-end fund’s portfolio.
Rule 5735(g) is similar to Nasdaq Rule
5705(b)(5)(A)(i); however, paragraph (g)
in connection with the establishment of
a ‘‘fire wall’’ between the investment
adviser and the broker-dealer reflects
the applicable open-end fund’s
portfolio, not an underlying benchmark
index, as is the case with index-based
funds. The Adviser and Sub-Adviser are
not registered as broker-dealers;
however the Adviser (but not the SubAdviser) is affiliated with a brokerdealer and has implemented a fire wall
with respect to such broker-dealer
7 An investment adviser to an open-end fund is
required to be registered under the Investment
Advisers Act of 1940 (the ‘‘Advisers Act’’). As a
result, the Adviser, the Sub-Adviser and their
related personnel are subject to the provisions of
Rule 204A–1 under the Advisers Act relating to
codes of ethics. This Rule requires investment
advisers to adopt a code of ethics that reflects the
fiduciary nature of the relationship to clients as
well as compliance with other applicable securities
laws. Accordingly, procedures designed to prevent
the communication and misuse of non-public
information by an investment adviser must be
consistent with Rule 204A–1 under the Advisers
Act. In addition, Rule 206(4)–7 under the Advisers
Act makes it unlawful for an investment adviser to
provide investment advice to clients unless such
investment adviser has (i) adopted and
implemented written policies and procedures
reasonably designed to prevent violation, by the
investment adviser and its supervised persons, of
the Advisers Act and the Commission rules adopted
thereunder; (ii) implemented, at a minimum, an
annual review regarding the adequacy of the
policies and procedures established pursuant to
subparagraph (i) above and the effectiveness of their
implementation; and (iii) designated an individual
(who is a supervised person) responsible for
administering the policies and procedures adopted
under subparagraph (i) above.
E:\FR\FM\11MRN1.SGM
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Agencies
[Federal Register Volume 81, Number 48 (Friday, March 11, 2016)]
[Notices]
[Pages 12986-12990]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-05437]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77306; File No. SR-NYSEMKT-2016-31]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing of
Proposed Rule Change Amending Rule 123C--Equities To Provide for How
the Exchange Would Determine an Official Closing Price if the Exchange
Is Unable To Conduct a Closing Transaction
March 7, 2016.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that on February 25, 2016, NYSE MKT LLC (the ``Exchange'' or
``NYSE MKT'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C.78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 123C--Equities to provide for
how the Exchange would determine an Official Closing Price if the
Exchange is unable to conduct a closing transaction. The proposed rule
change is available on the Exchange's Web site at www.nyse.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 self-regulatory organization
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 those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to amend its rules to specify back-up
procedures for determining an Official Closing Price for Exchange-
listed securities if it is unable to conduct a closing transaction in
one or more securities due to a systems or technical issue.\4\
Specifically, the Exchange proposes to amend Rule 123C--Equities
(``Rule 123C'') to provide for how the Exchange would determine an
Official Closing Price if the Exchange is impaired.
---------------------------------------------------------------------------
\4\ See NYSE press release dated July 22, 2015, available here:
https://ir.theice.com/press-and-publications/press-releases/all-categories/2015/07-22-2015.aspx.
---------------------------------------------------------------------------
The Exchange developed this proposal in consultation with its
affiliated exchanges, NYSE Arca, Inc. (``NYSE Arca'') and New York
Stock Exchange LLC (``NYSE''), and the NASDAQ Stock Market LLC
(``Nasdaq''), and took into consideration feedback from discussions
with industry participants, including meeting the following key goals
important to market participants:
Providing a pre-determined, consistent solution that would
result in a closing print to the applicable securities information
processor (``SIP'') within a reasonable time frame from the normal
closing time;
Minimizing the need for industry participants to modify
their processing of data from the SIPs; and
Providing advance notification of the applicable closing
contingency plan to provide sufficient time for industry participants
to route any closing interest to an alternate venue to participate in
that venue's closing auction.
Background
The Exchange recently amended Rule 123C to add the definition of
``Official Closing Price'' for all Exchange-listed securities and, once
implemented, will disseminate to the SIP the Official Closing Price as
an ``M'' value.\5\ In that filing, the Exchange amended Rule
123C(1)(e)(i) to define the ``Official Closing Price'' of a security
listed on the Exchange as the price established in a closing
transaction under paragraphs (7) and (8) of Rule 123C of one round lot
or more. If there is no closing transaction in a security or if a
closing transaction is less than one round lot, the Official Closing
Price will be the most recent last-sale eligible trade in such security
on the Exchange on that trading day.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 76601 (Dec. 9,
2015), 80 FR 77680 (Dec. 15, 2015) (SR-NYSEMKT-2015-98). For a
description of all sale conditions that are reportable to the SIP,
including the ``M'' value, see the Consolidated Tape System
Participant Communications Interface Specification, dated November
16, 2015, at 86, available here: https://www.ctaplan.com/publicdocs/ctaplan/notifications/trader-update/cts_input_spec.pdf.
---------------------------------------------------------------------------
The Exchange further amended Rule 123C(1)(e)(ii) to provide for how
the Exchange would determine an Official Closing Price if the Exchange
is unable to conduct a closing transaction in a security or securities
due to a systems or technical issue. In such case, the Official Closing
Price will be the last consolidated last-sale eligible trade for such
security during regular trading hours on that trading day. The rule
further provides that if there were no consolidated last-sale eligible
trades in a security on a trading day when the Exchange is unable to
conduct a closing transaction in a security or securities due to a
systems or technical issue, the Official Closing Price of such security
will be the prior day's Official Closing Price.
The Exchange also amended Rule 440B(b)--Equities to provide that
Exchange systems will not execute or display a short sale order with
respect to a covered security at a price that is less than or equal to
the current national best bid if the price of that security decreases
by 10% or more, as
[[Page 12987]]
determined by the listing market for that security, from the security's
Official Closing Price, as defined in Rule 123C as of the end of
regular trading hours on the prior day (``Trigger Price'').
Proposed Amendments
The Exchange proposes to amend Rule 123C(1)(e)(ii) to provide for
the proposed new contingency plan of how the Exchange would determine
an Official Closing Price if the Exchange is unable to conduct a
closing transaction in a security or securities due to a systems or
technical issue. To reflect this change, the Exchange would replace the
current rule text in Rule 123C(1)(e)(ii).
As proposed, Rule 123C(1)(e)(ii) would provide that if the Exchange
determines at or before 3:00 p.m. Eastern Time that it is unable to
conduct a closing transaction in one or more securities due to a
systems or technical issue, the Exchange would designate an alternate
exchange for such security or securities. The Exchange would publicly
announce the exchange designated as the alternate exchange via Trader
Update.\6\ In such case, the Official Closing Price of each security
would be determined on the following hierarchy:
---------------------------------------------------------------------------
\6\ The Exchange expects that it would designate one of its
affiliated exchanges as the alternate exchange and would designate
Nasdaq only if its affiliated exchanges were also impacted by the
systems or technical issue.
---------------------------------------------------------------------------
Proposed Rule 123C(1)(e)(ii)(A) would provide that the
Official Closing Price would be the official closing price for such
security under the rules of the designated alternate exchange. For
example, if the Exchange designates NYSE Arca as the alternate
exchange, the Official Closing Price would be based on NYSE Arca
Equities Rule 1.1(ggP), which defines how NYSE Arca establishes an
official closing price.\7\ If Nasdaq were designated as the alternate
exchange, the Official Closing Price would be the official closing
price established in Nasdaq Rule 4754.
The proposed 3:00 p.m. cut off time was selected in part based on
discussions with market participants regarding their capability to re-
direct closing-only interest in Exchange-listed securities in time to
participate in the closing auction of an alternate venue. By
designating an alternate exchange before 3:00 p.m. Eastern Time, the
Exchange therefore believes that market participants would be more
likely to have sufficient notice to direct any closing-only interest in
Exchange-listed securities to the designated alternate exchange. By
providing market participants sufficient time, when possible, to route
closing-only interest to an alternate venue for participation in that
exchange's closing auction process, that alternate exchange's closing
auction would be more likely to result in a closing price that reflects
market value for such security.
If there were insufficient interest for a closing auction on the
designated alternate exchange, the Exchange believes that the
respective rules of NYSE Arca and Nasdaq provide for an appropriate
hierarchy of which price to use to determine the Official Closing
Price. For example, under NYSE Arca Rule 1.1(ggP)(1), if there is no
closing auction of one round lot or more on a trading day, the official
closing price under that rule is the most recent consolidated last sale
eligible trade during Core Trading Hours on that trading day. That rule
further provides that if there were no consolidated last sale eligible
trades during Core Trading Hours on that trading day, NYSE Arca's
official closing price will be the prior day's Official Closing Price.
This hierarchy is similar to how the Exchange determines the Official
Closing Price pursuant to Rule 123C(1)(e)(i) when there is no closing
transaction of a round lot or more, except that in lieu of a closing
auction, NYSE Arca uses the last consolidated last sale eligible trade
rather than the last Exchange last-sale eligible trade.
---------------------------------------------------------------------------
\7\ NYSE Arca Equities will be filing a rule proposal to amend
Rule 1.1(ggP)(1) to provide that the manner by which NYSE Arca
determines the Official Closing Price under that rule for securities
listed on NYSE Arca would also be applicable to any securities for
which NYSE Arca conducts a closing auction, including securities
that trade on an unlisted trading privileges basis.
---------------------------------------------------------------------------
Proposed Rule 123C(1)(e)(ii)(B) would provide if the
designated alternate exchange does not have an official closing price
in a security, the Official Closing price would be the volume-weighted
average price (``VWAP'') of the consolidated last-sale eligible prices
of the last five minutes of trading during regular trading hours up to
the time that the VWAP is processed. The VWAP would include any closing
transactions on an exchange and would take into account any trade
breaks or corrections up to the time the VWAP is processed. Because the
VWAP would include any last-sale eligible trades, busts, or corrections
that were reported up to the time that the SIP calculates the VWAP, the
Exchange believes that the VWAP price would reflect any pricing
adjustments that may be reported after 4:00 p.m. ET.
As discussed above, the manner by which exchanges calculate their
respective official closing prices provide for an official closing
price in the absence of a closing transaction. Accordingly, the
Exchange believes that in circumstances when the Exchange designates an
alternate exchange, the VWAP calculation would rarely be used to
determine the Official Closing Price for an Exchange-listed security.
Proposed Rule 123C(1)(e)(ii)(C) would provide that if the
designated alternate exchange does not have an official closing price
in a security and there were no consolidated last-sale eligible trades
in the last five minutes of trading during regular trading hours in
such security, the Official Closing Price would be the last
consolidated last-sale eligible trade during regular trading hours on
that trading day.
Proposed Rule 123C(1)(e)(ii)(D) would provide that if the
designated alternate exchange does not have an official closing price
in a security and there were no consolidated last-sale eligible trades
in a security on a trading day in such security, the Official Closing
Price would be the prior day's Official Closing Price.
Finally, proposed Rule 123C(1)(e)(ii)(E) would provide
that if an Official Closing Price for a security cannot be determined
under (A), (B), or (C) of proposed Rule 123C(1)(e)(ii) and there is no
prior day's Official Closing Price, the Exchange would not publish an
Official Closing Price for such security.
The Exchange would use the hierarchy set forth in proposed Rule
123C(e)(ii)(B)-(E) only if the designated alternate exchange did not
disseminate an official closing price in a security. In such case, the
proposed hierarchy is based on current Rule 123C(1)(e)(i), which
provides that, if the Exchange is unable to conduct a closing
transaction, the Official Closing Price will be the last consolidated
last-sale eligible trade for such security during regular trading hours
on that trading day, and if there were no consolidated last-sale
eligible trades in a security, the Official Closing Price of such
security will be the prior day's Official Closing Price. In addition,
the Exchange proposes to add as paragraph (E) of Rule 123C(e)(ii) what
would happen if there were no Official Closing Price published on the
prior trading day (i.e., the Exchange would not publish an Official
Closing Price). The Exchange believes not publishing an Official
Closing Price would be a rare occurrence, and is most likely to occur
for a thinly-traded security, such as a when issued security, right, or
warrant, that has been listed for trading but does not have any
consolidated last-sale eligible trades.
If the Exchange determines that it is impaired before 3:00 p.m. and
the
[[Page 12988]]
Official Closing Price for an Exchange-listed security is determined
pursuant to proposed Rule 123C(1)(e)(ii), the SIP would publish the
Official Closing Price for such security no differently than how the
SIP publishes the Official Closing Price for an Exchange-listed
security pursuant to Rule 123C(1)(e)(i).\8\ Accordingly, if the
Official Closing Price is determined pursuant to proposed Rule
123C(1)(e)(ii), recipients of SIP data would not have to make any
changes to their systems because the SIP would publish the ``M'' last
sale condition as an Exchange Official Closing Price for any impacted
Exchange-listed securities.
---------------------------------------------------------------------------
\8\ The Operating Committees of the CTA Plan, CQ Plan, and the
Joint Self-Regulatory Organization Plan Governing the Collection,
Consolidation, and Dissemination of Quotation and Transaction
Information for Nasdaq-Listed Securities Traded on Exchanges on an
Unlisted Trading Privileges Basis approved the Impaired Market
Contingency Plan under which the SIPs would print an impaired
primary listing exchange's contingency Official Closing Price as the
Official Closing Price of that primary listing exchange as provided
for in the rules of respective primary listing exchanges.
---------------------------------------------------------------------------
As further proposed, Rule 123C(1)(e)(iii) would describe how the
Exchange would determine the Official Closing Price for a security if
the Exchange determines after 3:00 p.m. Eastern Time that it is unable
to conduct a closing transaction in one or more securities due to a
systems or technical issue. Based on input from market participants,
the Exchange believes that, if the Exchange were to announce after 3:00
p.m. Eastern Time that it is impaired and unable to conduct a closing
transaction, market participants would not have sufficient time to re-
direct closing-only orders to an alternate venue. The proposed
hierarchy would be similar to proposed Rule 123C(1)(e)(ii), but would
not contemplate a closing transaction on a designated alternate
exchange. Accordingly, in such scenario, the Exchange proposes to use
the following hierarchy for determining the Official Closing Price for
a security:
Proposed Rule 123C(1)(e)(iii)(A) would provide that the
Official Closing Price would be the VWAP of the consolidated last-sale
eligible prices of the last five minutes of trading during regular
trading hours up to the time that the VWAP is processed, including any
closing transactions on an exchange. The VWAP would take into account
any trade breaks or corrections up to the time of the VWAP is
processed. This VWAP would be calculated in the same manner as set
forth in proposed in Rule 123C(1)(e)(ii)(B), described above. However,
if the Exchange's determination that it is unable to conduct a closing
transaction is after 3:00 p.m. ET, the proposed VWAP calculation would
be the primary means for determining the Official Closing Price for a
security. In such case, the Exchange believes that the VWAP would
appropriately reflect the pricing of a security because it would
include, in a volume-weighted manner, the price and volume of closing
transactions on other exchanges if market participants are able to
route closing interest in Exchange-listed securities to an alternate
venue for participation in a closing auction.
Proposed Rule 123C(1)(e)(iii)(B) would provide that if
there were no consolidated last-sale eligible trades in the last five
minutes of trading during regular trading hours in such security, the
Official Closing Price would be the last consolidated last-sale
eligible trades during regular trading hours on that trading day. This
proposed rule text is the same as proposed Rule 123C(1)(e)(ii)(C).
Proposed Rule 123C(1)(e)(iii)(C) would provide that if
there were no consolidated last-sale eligible trades in such security
on a trading day, the Official Closing Price would be the prior day's
Official Closing Price. This proposed rule text is the same as proposed
Rule 123C(1)(e)(ii)(D).
Finally, proposed Rule 123C(1)(e)(iii)(D) would provide
that if an Official Closing Price for a security cannot be determined
under (A), (B), or (C) of proposed Rule 123C(1)(e)(iii) and there is no
prior day's Official Closing Price, the Exchange would not publish an
Official Closing Price for such security. This proposed rule text is
based on proposed Rule 123C(1)(e)(ii)(E).
Similar to how the Official Closing Price would be published under
proposed Rule 123C(1)(e)(ii), if the Exchange determines that it is
impaired after 3:00 p.m. and the Official Closing Price is determined
pursuant to proposed Rule 123C(1)(e)(iii), the SIP would publish the
Official Closing Price for such security no differently than how the
SIP publishes the Official Closing Price for an Exchange-listed
security pursuant to Rule 123C(1)(e)(i). Accordingly, if the Official
Closing Price is determined pursuant to proposed Rule 123C(1)(e)(iii),
recipients of SIP data would not have to make any changes to their
systems because the SIP would publish the ``M'' last sale condition as
an Exchange Official Closing Price for any impacted Exchange-listed
securities.
For purposes of Rule 440B(b)--Equities, the Official Closing Price
would still be determined based on Rule 123C and if the market is
impaired, the Official Closing Price as defined in proposed Rules
123C(1)(e)(ii) and (iii) would be used for purposes of determining
whether a Short Sale Price Test is triggered in a security the next
trading day.
Because of the technology changes associated with this proposed
rule change, the Exchange will implement the proposed back-up
procedures for determining an Official Closing Price no later than 120
days after approval of this proposed rule change and will announce the
implementation date via Trader Update.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\9\ in general, and furthers the
objectives of Section 6(b)(5) of the Act,\10\ in particular, in that it
is designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transactions in securities, and to remove impediments to and perfect
the mechanism of a free and open market and a national market system.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange believes that the proposed rule change would remove
impediments to and perfect the mechanism of a free and open market and
a national market system because it would provide transparency in how
the Exchange would determine the Official Closing Price in Exchange-
listed securities when the Exchange is unable to conduct a closing
transaction due to a systems or technical issue. The Exchange believes
that the proposed amendments would remove impediments to and perfect
the mechanism of a free and open market and a national market system
because the proposed determination of an Official Closing Price was
crafted in response to input from industry participants and would:
Provide a pre-determined, consistent solution that would
result in a closing print to the SIP within a reasonable time frame
from the normal closing time;
minimize the need for industry participants to modify
their processing of data from the SIP; and
provide advance notification of the applicable closing
contingency plan to provide sufficient time for industry participants
to route any closing interest
[[Page 12989]]
to an alternate venue to participate in that venue's closing auction
More specifically, the Exchange believes the proposed hierarchy for
determining the Official Closing Price if the Exchange determines that
it is impaired before 3:00 p.m. Eastern Time would remove impediments
to and perfect the mechanism of a free and open market and a national
market system because the proposal, which is based on input from market
participants, would provide sufficient time for market participants to
direct closing-only interest to a designated alternate exchange in time
for such interest to participate in a closing auction on such alternate
venue in a meaningful manner. The Exchange further believes that
relying on the official closing price of a designated alternate
exchange would provide for an established hierarchy for determining an
Official Closing Price for an Exchange-listed security if there is
insufficient interest to conduct a closing auction on the alternate
exchange. In such case, the rules of NYSE Arca and Nasdaq already
provide a mechanism for determining an official closing price for
securities that trade on those markets.
The Exchange further believes that if the Exchange determines after
3:00 p.m. that it is impaired and unable the [sic] conduct a closing
transaction, the proposed VWAP calculation would remove impediments to
and perfect the mechanism of a free and open market and a national
market system because it would provide for a mechanism to determine the
value of an affected security for purposes of determining an Official
Closing Price. By using a volume-weighted calculation that would
include the closing transactions on an affected security on alternate
exchanges as well as any busts or corrections that were reported up to
the time that the SIP calculates the value, the Exchange believes that
the proposed calculation would reflect the correct price of a security.
In addition, by using a VWAP calculation rather than the last
consolidated last-sale eligible price as of the end of regular trading
hours, the Exchange would reduce the potential for an anomalous trade
that may not reflect the true price of a security from being set as the
Official Closing Price for a security.
The Exchange further believes that the proposed rule change would
remove impediments to and perfect the mechanism of a free and open
market and a national market system because the proposal would have
minimal impact on market participants. As proposed, from the
perspective of market participants, even if the Exchange were impaired,
the SIP would publish an Official Closing Price for Exchange-listed
securities on behalf of the Exchange in a manner that would be no
different than if the Exchange were not impaired. If the Exchange
determines that it is impaired after 3:00 p.m., market participants
would not have to make any system changes. If the Exchange determines
that it is impaired before 3:00 p.m. Eastern Time and designates an
alternate exchange, market participants may have to do systems work to
re-direct closing-only orders to the alternate exchange. However, the
Exchange understands, based on input from market participants, that
such changes would be feasible based on the amount of advance notice.
In addition, the Exchange believes that designating an alternate
exchange when there is sufficient time to do so would remove
impediments to and perfect the mechanism of a free and open market and
a national market system because it would allow for the price-discovery
mechanism of a closing auction to be available for impacted Exchange-
listed securities.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The proposed rule change is
not designed to address any competitive issues, but rather to provide
for how the Exchange would determine an Official Closing Price for
Exchange-listed securities if it is impaired and cannot conduct a
closing transaction due to a systems or technical issue. The proposal
has been crafted with input from market participants, Nasdaq, and the
SIPs, and is designed to reduce the burden on competition by having
similar back-up procedures across all primary listing exchanges if such
exchange is is [sic] impaired and cannot conduct a closing transaction.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
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 up to 90 days (i) as the Commission may designate
if it finds such longer period to be appropriate and publishes its
reasons for so finding or (ii) as to which the self-regulatory
organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
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-NYSEMKT-2016-31 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-NYSEMKT-2016-31. 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 the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only
[[Page 12990]]
information that you wish to make available publicly. All submissions
should refer to File Number SR-NYSEMKT-2016-31 and should be submitted
on or before April 1, 2016.
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\11\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-05437 Filed 3-10-16; 8:45 am]
BILLING CODE 8011-01-P