Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Order Granting Accelerated Approval of a Proposed Rule Change Related to Options That Overlie the MSCI EAFE Index and the MSCI Emerging Markets Index, 13429-13433 [2016-05587]
Download as PDF
Federal Register / Vol. 81, No. 49 / Monday, March 14, 2016 / Notices
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest as it
will allow dealers to immediately begin
providing more accurate price and yield
data to the MSRB, which reflects the
actual frequency of interest payments.
Accordingly, the Commission hereby
waives the 30-day operative delay
specified in Rule 19b-4(f)(6)(iii) and
designates the proposed rule change to
be operative upon filing.20
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
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:
jstallworth on DSK7TPTVN1PROD with NOTICES
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–
MSRB–2016–03 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549.
All submissions should refer to File
Number SR–MSRB–2016–03. 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
20 For
the purpose of waiving the 30-day
operative delay for this proposal, the Commission
has considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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Jkt 238001
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 MSRB. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–MSRB–
2016–03 and should be submitted on or
before April 4,2016.
For the Commission, pursuant to delegated
authority.21
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–05586 Filed 3–11–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77320; File No. SR–
NASDAQ–2016–002]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Designation of a Longer Period for
Commission Action on Proposed Rule
Change to List and Trade Shares of the
First Trust Municipal High Income ETF
March 8, 2016.
On January 6, 2016, The NASDAQ
Stock Market LLC (‘‘Exchange’’) 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 list and trade shares of the
First Trust Municipal High Income ETF
under Nasdaq Rule 5735. The proposed
rule change was published for comment
in the Federal Register on January 27,
2016.3 The Commission has not
received any comments on the proposal.
Section 19(b)(2) of the Act 4 provides
that within 45 days of the publication of
notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding, or as to which the
21 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 76944
(Jan. 21, 2016), 81 FR 4712.
4 15 U.S.C. 78s(b)(2).
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The 45th day after
publication of the notice for this
proposed rule change is March 12, 2016.
The Commission is extending this 45day time period.
The Commission finds it appropriate
to designate a longer period within
which to take action on the proposed
rule change so that it has sufficient time
to consider this proposed rule change.
Accordingly, the Commission, pursuant
to Section 19(b)(2) of the Act,5
designates April 26, 2016, as the date by
which the Commission shall either
approve or disapprove, or institute
proceedings to determine whether to
disapprove, the proposed rule change
(File No. SR–NASDAQ–2016–002)
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–05588 Filed 3–11–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77319; File No. SR–CBOE–
2016–016]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Order Granting Accelerated Approval
of a Proposed Rule Change Related to
Options That Overlie the MSCI EAFE
Index and the MSCI Emerging Markets
Index
March 8, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that, on February
29, 2016, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons and, for the
1 15
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13429
5 Id.
6 17
CFR 200.30–3(a)(31).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Federal Register / Vol. 81, No. 49 / Monday, March 14, 2016 / Notices
reasons discussed below, is approving
the proposal on an accelerated basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange seeks to amend the
listing criteria for options that overlie
the MSCI EAFE Index and the MSCI
Emerging Markets Index (‘‘EAFE
options’’ and ‘‘EM options’’). The text of
the proposed rule change is available on
the Exchange’s Web site (https://
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item III below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
jstallworth on DSK7TPTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On April 8, 2015, the Commission
approved CBOE’s proposal to list and
trade options on the MSCI EAFE Index
(‘‘EAFE Index’’) and the MSCI Emerging
Markets Index (‘‘EM Index’’).3 Rule
24.2.01(a) sets forth the initial listing
standards for EAFE and EM options.
Rule 24.2.01(b) sets forth the
maintenance listing standards for EAFE
and EM options. All of the maintenance
listing requirements set forth in Rule
24.2.01(b) are met except for the
requirement that the initial listing
standard of Rule 24.2.01(a)(7) continues
to be met. Rule 24.2.01(a)(7) currently
states that Non-U.S. component
securities (stocks or ADRs) that are not
subject to comprehensive surveillance
agreements (‘‘CSAs’’) do not, in the
aggregate, represent more than: (i)
Twenty percent (20%) of the weight of
the EAFE Index, and (ii) twenty-two and
a half percent (22.5%) of the weight of
the EM Index. Due to unforeseen
3 See Securities Exchange Act Release No. 74681
(April 8, 2015), 80 FR 20032 (April 14, 2015)
(approving SR–CBOE–2015–023).
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circumstances, as described below, the
EAFE and EM Indexes no longer meet
this requirement; thus, the Exchange is
seeking to amend Rule 24.2.01(a)(7)
(criteria ‘‘No. 7’’) to raise the CSA
percentage for the EAFE and EM
Indexes by five percent (5%).
EAFE Index
The EAFE Index consists of the
following 21 developed market country
indexes: Australia, Austria, Belgium,
Denmark, Finland, France, Germany,
Hong Kong, Ireland, Israel, Italy, Japan,
the Netherlands, New Zealand, Norway,
Portugal, Singapore, Spain, Sweden,
Switzerland, and the United Kingdom.
The EAFE Index consists of large and
midcap components, has 928
constituents and ‘‘covers approximately
85% of the free float-adjusted market
capitalization in each country.’’ 4
In order for EAFE options to meet
listing criteria No. 7, the Exchange
relied on Intermarket Surveillance
Group (‘‘ISG’’) 5 membership 6 as well as
several CSAs 7 that the Exchange has
entered into with relevant stock
exchanges. One of the CSAs that the
Exchange relied upon was the CSA with
the Association of Swiss Exchanges (the
‘‘Association’’), which is the
predecessor to SIX Swiss Exchange
(‘‘SIX Swiss’’). However, CBOE was
recently informed by SIX Swiss that the
Association’s activities have ceased and
that SIX Swiss was unable to find
evidence of a transfer of the CSA to SIX
Swiss. The Exchange has been in
contact with SIX Swiss in an attempt to
enter into a new CSA, but the Exchange
has thus far been unable to execute a
new CSA with SIX Swiss. The
component securities of the EAFE Index
that trade on SIX Swiss represent
approximately 9.5% of the weight of the
EAFE Index. When relying on the CSA
4 See EAFE Index fact sheet (dated January 29,
2016) located at: https://www.msci.com/resources/
factsheets/index_fact_sheet/msci-eafe-index-usdprice.pdf.
5 The ISG ‘‘is comprised of an international group
of exchanges, market centers, and market
regulators.’’ See Intermarket Surveillance Group
Web site, available at https://www.isgportal.org/
home.html. The purpose of the ISG is to provide a
framework for the sharing of information and the
coordination of regulatory efforts among exchanges
trading securities and related products to address
potential intermarket manipulations and trading
abuses. The ISG plays a crucial role in information
sharing among markets that trade securities, options
on securities, security futures products, and futures
and options on broad-based security indexes. A list
identifying the current ISG members is available at:
https://www.isgportal.org/home.html.
6 The component securities that represent a
majority of the weight of the EAFE and EM Indexes
are traded on exchanges that are members of ISG.
7 For the EAFE and EM Indexes, the CSAs are in
the form of Memorandum of Understanding
(‘‘MOUs’’) or information sharing agreements.
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with the Association, the non-U.S.
component securities (stocks or ADRs)
that are not subject to CSAs do not, in
the aggregate, represent more than 20%
of the weight of the EAFE Index.
Currently, without relying on the CSA
with the Association, the non-U.S.
component securities (stocks or ADRs)
that are not subject to CSAs do not, in
the aggregate, represent more than
approximately 24.5% of the weight of
the EAFE Index. Thus, the Exchange is
seeking to amend listing criteria No. 7
for EAFE options to raise the percentage
of non-U.S. component securities that
do not need to be subject to CSAs from
twenty percent (20%) to twenty-five
percent (25%).
The Exchange represents that raising
the percent will not have an adverse
impact on the Exchange’s surveillance
program. The Exchange represents that
it will still have an adequate
surveillance program in place for EAFE
options and will continue to use the
same surveillance procedures currently
utilized for each of the Exchange’s other
index options to monitor trading in
EAFE options.
Furthermore, the EAFE Index is a
broad-based index with 928
constituents. The component stocks of
the EAFE Index have a market
capitalization of 11,444,154.78 (USD
Millions) with an average market
capitalization per constituent of
12,332.06 (USD Millions). Additionally,
the component stocks have an average
daily volume of over 5 billion with an
average daily volume per constituent of
over 5 million. Also, the largest
constituent in the EAFE Index currently
only accounts for 2.04% of the weight
of the EAFE Index. Given the high
number of constituents and
capitalization of the EAFE Index and the
deep and liquid markets for the
securities underlying these indexes, the
concerns for market manipulation and/
or disruption in the underlying markets
are greatly reduced.
EM Index
The EM Index consists of the
following 23 emerging market country
indexes: Brazil, Chile, China, Colombia,
Czech Republic, Egypt, Greece,
Hungary, India, Indonesia, Korea,
Malaysia, Mexico, Peru, Philippines,
Poland, Qatar, Russia, South Africa,
Taiwan, Thailand, Turkey and United
Arab Emirates. The EM Index consists of
large and midcap components, has 837
constituents and ‘‘covers approximately
85% of the free float-adjusted market
capitalization in each country.’’ 8
8 See EM Index fact sheet (dated January 29, 2016)
located at: https://www.msci.com/resources/
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jstallworth on DSK7TPTVN1PROD with NOTICES
In order for EM options to meet listing
criteria No. 7, the Exchange relied on
ISG membership as well as several CSAs
that have been entered into with
relevant stock exchanges. One of the
CSAs that the Exchange relied upon was
the CSA with Bolsa de Valores de Sao
Paulo (‘‘BOVESPA’’), which is the
predecessor to Bolsa de Valores
Mercadorias e Futuros
(‘‘BM&FBOVESPA’’). However, CBOE
was recently informed by
BM&FBOVESPA that a Brazilian law
prevents BM&FBOVESPA from
providing information to CBOE under
the CSA. The component securities of
the EM Index that trade on
BM&FBOVESPA represent
approximately 5.5% of the weight of the
EM Index. When relying on the CSA
with BOVESPA the non-U.S. component
securities (stocks or ADRs) that are not
subject to CSAs do not, in the aggregate,
represent more than approximately
22.5% of the weight of the EM Index.
Currently, without relying on the CSA
with BOVESPA, the non-U.S.
component securities (stocks or ADRs)
that are not subject to CSAs do not, in
the aggregate, represent more than
approximately 24.5% of the weight of
the EM Index. Thus, the Exchange is
seeking to amend listing criteria No. 7
for EM options to raise the percentage
of non-U.S. component securities that
do not need to be subject to CSAs from
twenty-two and a half percent (22.5%)
to twenty-seven and a half percent
(27.5%).9
The Exchange represents that raising
the percent will not have an adverse
impact on the Exchange’s surveillance
program. The Exchange represents that
it will still have an adequate
surveillance program in place for EM
options and will continue to use the
same surveillance procedures currently
utilized for each of the Exchange’s other
index options to monitor trading in EM
options.
Furthermore, the EM Index is a broadbased index with 837 constituents. The
component stocks of the EM Index have
a market capitalization of 3,219,779.13
(USD Millions) and average market
capitalization per constituent of
3,846.81 (USD Millions). Additionally,
the component stocks have an average
daily volume of over 25 billion with an
average daily volume per constituent of
over 30 million. Also, the largest
constituent in the EM Index currently
only accounts for 3.29% of the weight
of the EM Index. Given the high number
of constituents and capitalization of the
EM Index and the deep and liquid
markets for the securities underlying
these indexes, the concerns for market
manipulation and/or disruption in the
underlying markets are greatly reduced.
Conclusion
EAFE and EM options are currently
listed for trading on CBOE. The
Exchange generally adds new series
after an expiration, which allows
trading to commence in the new series
on the first trading day after the
expiration date. The Exchange currently
lists EAFE and EM options that expire
in February, March, April, June,
September, and December. Additional
series, specifically EAFE and EM
options that expire in May, are
scheduled to be added after expiration
on March 18, 2016, which will allow
trading to commence in the additional
series on the next trading day of March
21, 2016. Without this amendment,
EAFE and EM options cannot meet the
continuing listing criteria of Rule
24.2.01(b), specifically criteria No. 7,
which will prevent the Exchange from
adding the EAFE and EM options that
expire in May.10 The inability to add the
EAFE and EM options that expire in
May would be a detriment to market
participants seeking to hedge positions
in exchange-traded funds (‘‘ETFs’’)
based on the EAFE and EM indexes
(‘‘EFA’’ and ‘‘EEM,’’ respectively),
options on EFA and EEM, EAFE and EM
futures, and European-traded
derivatives on the EAFE and EM
Indexes. Additionally, to the extent
market participants want to roll a
position in EAFE and EM options that
expire in April to a position that expires
in May, they will be prevented from
doing so without this amendment.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder, including the requirements
of Section 6(b) of the Act.11 In
particular, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 12 requirements that
10 Rule
factsheets/index_fact_sheet/msci-emergingmarkets-index-usd-price.pdf.
9 The Exchange notes that the iShares MSCI
Emerging Markets ETF (‘‘EEM’’), which is also
based on the EM Index, is only required to have
50% of the component securities subject to CSAs.
See Securities Exchange Act Release No. 53824
(May 17, 2006), 71 FR 30003 (May 24, 2006) (SR–
Amex–2006–43).
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24.2.01(b)(2) states that ‘‘[i]n the event a
class of index options listed on the Exchange fails
to satisfy the maintenance listing standards set forth
herein, the Exchange shall not open for trading any
additional series of options of that class unless the
continued listing of that class of index options has
been approved by the Commission under Section
19(b)(2) of the Exchange Act.’’
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(5).
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13431
the rules of an exchange be designed to
promote just and equitable principles of
trade, to prevent fraudulent and
manipulative acts, to foster cooperation
and coordination with persons engaged
in facilitating transactions in securities,
to remove impediments to and to perfect
the mechanism for a free and open
market and a national market system,
and, in general, to protect investors and
the public interest.
In particular, the Exchange believes
that both the EAFE Index and the EM
Index are not easily susceptible to
manipulation. Both indexes are broadbased indexes and have high market
capitalizations. The EAFE Index is
comprised of 928 component stocks, the
component stocks have a market
capitalization of 11,444,154.78 (USD
Millions) and average daily volume of
over 5 billion, and no single component
comprises more than 3.5% [sic] of the
index, making it not easily subject to
market manipulation. Similarly, the EM
Index is comprised of 837 component
stocks, the component stocks have a
market capitalization of 3,219,779.13
(USD Millions) and average daily
volume of over 25 billion, and no single
component comprises more than 3.5%
of the index, making it not easily subject
to market manipulation. The purpose of
a CSA is to allow the Exchange to
investigate manipulation if it were to
occur on a foreign exchange at which
one of the component securities trades.
However, as described above, the EAFE
and EM Indexes are unlikely to be
susceptible to manipulation; thus,
raising the CSA percentage for the EAFE
and EM Indexes by only five percent
(5%) is unlikely to affect the Exchange’s
ability to investigate manipulation.
Additionally, the iShares MSCI EAFE
and iShares MSCI Emerging Markets
ETFs are actively traded products, as are
options on those ETFs. Because both
indexes have large numbers of
component securities, are representative
of many countries and trade a large
volume with respect to ETFs and
options on those ETFs, the Exchange
believes that the revised listing
requirements are appropriate to trade
options on these indexes. The Exchange
also represents that it has an adequate
surveillance program in place for EAFE
and EM options.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
This proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
Specifically, CBOE believes the
proposed rule change will allow the
continued listing and trading of EAFE
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Federal Register / Vol. 81, No. 49 / Monday, March 14, 2016 / Notices
and EM options, which enhances
competition among market participants
and provides different types of options
to compete with domestic products such
as EFA and EMM [sic], which seek to
track the EAFE and EM Indexes,
respectively, EFA and EEM options,
EAFE and EM futures and Europeantraded derivatives on the EAFE Index
and the EM Index to the benefit of
investors and the marketplace. For all
the reasons stated above, the Exchange
does not believe that the proposed rule
change will impose any burden on
competition not necessary or
appropriate in furtherance of the
purposes of the Act, and believes the
proposed change will enhance
competition among similar products.
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. 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:
jstallworth on DSK7TPTVN1PROD with NOTICES
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–
CBOE–2016–016 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–CBOE–2016–016. 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
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14:27 Mar 11, 2016
Jkt 238001
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–CBOE–
2016–016, and should be submitted on
or before April 4, 2016.
IV. Commission’s Findings and Order
Granting Accelerated Approval of
Proposed Rule Change
After careful review, 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.13 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,14 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
In order to list options on the EAFE
and EM indexes, CBOE Rule
24.2.01(a)(7) requires that any non-U.S.
component securities that are not
subject to CSAs must not, in the
aggregate, represent more than: (i)
Twenty percent (20%) of the weight of
the EAFE Index, and (ii) twenty-two and
a half percent (22.5%) of the weight of
the EM Index. The Exchange proposes
to raise the percentage of non-U.S.
component securities that do not need
to be subject to CSAs to twenty-five
percent (25%) for the EAFE Index and
twenty-seven and a half percent (27.5%)
for the EM Index. The Exchange stated
13 15 U.S.C. 78f(b). 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).
14 15 U.S.C. 78f(b)(5).
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that both indexes are broad-based
indexes, have high market
capitalizations, and have components
with high trading volume. Given the
high number of constituents and the
overall high capitalization of the EAFE
and EM Indexes and the deep and liquid
markets for the securities underlying
these indexes, the Exchange believes
that the concerns for market
manipulation or disruption in the
underlying markets are greatly reduced.
Therefore, the Exchange believes that a
five percent increase would not likely
impact its ability to investigate
manipulation in these products.
Additionally, in its filing, the Exchange
represented that it will maintain an
adequate surveillance program for EAFE
and EM options and will continue to
use the same surveillance procedures
currently utilized for each of the
Exchange’s other index options to
monitor trading in these products.
Based on these representations, the
Commission believes the modest
increase in the applicable percentages of
non-U.S. component securities that do
not need to be subject to CSA
requirements is not likely to have a
material effect on CBOE’s ability to
surveil for potential manipulation in
EAFE and EM options. Therefore, the
Commission believes that approval of
this proposal is appropriate.
The Exchange has requested that the
Commission find good cause for
approving the proposed rule change
prior to the 30th day after publication of
the notice thereof in the Federal
Register. The Exchange stated that
accelerated approval of its proposal will
allow CBOE to add new series of EAFE
and EM options that expire in May
(which would be listed after the March
expiration). The Exchange believes that
the inability to add additional series in
EAFE and EM options would be a
detriment to market participants seeking
to hedge positions in EFA and EEM,
options on EFA and EEM, EAFE and EM
futures, and European-traded
derivatives on the EAFE and EM
Indexes. Additionally, the Exchange
stated that, without accelerated
approval of its proposal, market
participants would be unable to roll a
position in EAFE and EM options that
expires in April to a position that
expires in May. The Commission
believes that good cause exists for
accelerated approval of the proposed
rule change because it raises no novel
issues and the modest increase in the
applicable percentages of non-U.S.
component securities that do not need
to be subject to CSA requirements is not
likely to impose a material change in
E:\FR\FM\14MRN1.SGM
14MRN1
Federal Register / Vol. 81, No. 49 / Monday, March 14, 2016 / Notices
CBOE’s ability to surveil for potential
manipulation in EAFE and EM options
or adversely affect market participants.
The Commission further believes that
approval of this proposal on an
accelerated basis should benefit
investors by creating, without undue
delay, additional competition in the
market for these and similar products.
Accordingly, the Commission finds
good cause, pursuant to Section 19(b)(2)
of the Act,15 to approve the proposed
rule change prior to the 30th day after
the date of publication of the notice of
filing thereof in the Federal Register.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,16 that the
proposed rule change (SR–CBOE–2016–
016) be, and hereby is, approved on an
accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–05587 Filed 3–11–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77323; File No. 4–443]
Joint Industry Plan; Notice of Filing
and Immediate Effectiveness of
Amendment to the Plan for the
Purpose of Developing and
Implementing Procedures Designed To
Facilitate the Listing and Trading of
Standardized Options To Add ISE
Mercury, LLC as a Plan Sponsor
March 8, 2016.
Pursuant to Section 11A(a)(3) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 608 thereunder,2
notice is hereby given that on February
11, 2016, ISE Mercury, LLC (‘‘ISE
Mercury’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) an amendment to the
Plan for the Purpose of Developing and
Implementing Procedures Designed to
Facilitate the Listing and Trading of
Standardized Options (‘‘OLPP’’).3 The
15 15
U.S.C. 78s(b)(2).
U.S.C. 78s(b)(2).
17 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78k–1(a)(3).
2 17 CFR 242.608.
3 On July 6, 2001, the Commission approved the
OLPP, which was proposed by the American Stock
Exchange LLC (‘‘Amex’’), Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’), International
Securities Exchange LLC (‘‘ISE’’), Options Clearing
Corporation (‘‘OCC’’), Philadelphia Stock Exchange,
Inc. (‘‘Phlx’’), and Pacific Exchange, Inc. (n/k/a
jstallworth on DSK7TPTVN1PROD with NOTICES
16 15
VerDate Sep<11>2014
14:27 Mar 11, 2016
Jkt 238001
amendment adds ISE Mercury as a
Sponsor 4 of the OLPP. The Commission
is publishing this notice to solicit
comments on the amendment from
interested persons.
I. Description and Purpose of the
Amendment
The OLPP establishes procedures
designed to facilitate the listing and
trading of standardized options
contracts on the options exchanges. The
amendment to the OLPP adds ISE
Mercury as a Sponsor. The other OLPP
Sponsors are Amex, BATS, BOX, BX,
CBOE, C2, EDGX, ISE, MIAX, Nasdaq,
NYSE Arca, OCC, Phlx, and Topaz. ISE
Mercury has submitted an executed
copy of the OLPP to the Commission in
accordance with the procedures set
forth in the OLPP regarding new
Sponsors. Section 7 of the OLPP
provides for the entry of new Sponsors
to the OLPP. Specifically, Section 7 of
the OLPP provides that an Eligible
Exchange 5 may become a Sponsor of
the OLPP by: (i) Executing a copy of the
OLPP, as then in effect; (ii) providing
each current Sponsor with a copy of
such executed OLPP; and (iii) effecting
‘‘NYSE Arca’’). See Securities Exchange Act Release
No. 44521, 66 FR 36809 (July 13, 2001). See also
Securities Exchange Act Release Nos. 49199
(February 5, 2004), 69 FR 7030 (February 12, 2004)
(adding Boston Stock Exchange, Inc. as a Sponsor
to the OLPP); 57546 (March 21, 2008), 73 FR 16393
(March 27, 2008) (adding Nasdaq Stock Market, LLC
(‘‘Nasdaq’’) as a Sponsor to the OLPP); 61528
(February 17, 2010), 75 FR 8415 (February 24, 2010)
(adding BATS Exchange, Inc. (‘‘BATS’’) as a
Sponsor to the OLPP); 63162 (October 22, 2010), 75
FR 66401 (October 28, 2010) (adding C2 Options
Exchange Incorporated (‘‘C2’’) as a sponsor to the
OLPP); 66952 (May 9, 2012), 77 FR 28641 (May 15,
2012) (adding BOX Options Exchange LLC (‘‘BOX’’)
as a Sponsor to the OLPP); 67327 (June 29, 2012),
77 FR 40125 (July 6, 2012) (adding Nasdaq OMX
BX, Inc. (‘‘BX’’) as a Sponsor to the OLPP); 70765
(October 28, 2013), 78 FR 65739 (November 1, 2013)
(adding Topaz Exchange, LLC as a Sponsor to the
OLPP (‘‘Topaz’’); 70764 (October 28, 2013), 78 FR
65733 (November 1, 2013) (adding Miami
International Securities Exchange, LLC (‘‘MIAX’’) as
a Sponsor to the OLPP); and 76822 (January 1,
2016), 81 FR 1251 (January 11, 2016) (adding EDGX
Exchange, Inc. (‘‘EDGX’’) as a Sponsor to the OLPP).
4 A ‘‘Sponsor’’ is an Eligible Exchange whose
participation in the OLPP has become effective
pursuant to Section 7 of the Plan.
5 The OLPP defines an ‘‘Eligible Exchange’’ as a
national securities exchange registered with the
Commission pursuant to Section 6(a) of the
Exchange Act, 15 U.S.C. 78f(a), that (1) has effective
rules for the trading of options contracts issued and
cleared by the OCC approved in accordance with
the provisions of the Exchange Act and the rules
and regulations thereunder and (2) is a party to the
Plan for Reporting Consolidated Options Last Sale
Reports and Quotation Information (the ‘‘OPRA
Plan’’). ISE Mercury has represented that it has met
both the requirements for being considered an
Eligible Exchange. See letter from Michael Simon,
Secretary, ISE, to Brent J. Fields, Secretary,
Commission, dated February 9, 2016.
PO 00000
Frm 00124
Fmt 4703
Sfmt 4703
13433
an amendment to the OLPP, as specified
in Section 7(ii) of the OLPP.
Section 7(ii) of the OLPP sets forth the
process by which an Eligible Exchange
may effect an amendment to the OLPP.
Specifically, an Eligible Exchange must:
(a) Execute a copy of the OLPP with the
only change being the addition of the
new Sponsor’s name in Section 8 of the
OLPP; 6 and (b) submit the executed
OLPP to the Commission. The OLPP
then provides that such an amendment
will be effective when the amendment
is approved by the Commission or
otherwise becomes effective pursuant to
Section 11A of the Act and Rule 608
thereunder.
II. Effectiveness of the OLPP
Amendment
The foregoing OLPP amendment has
become effective pursuant to Rule
608(b)(3)(iii) 7 because it involves solely
technical or ministerial matters. At any
time within sixty days of the filing of
this amendment, the Commission may
summarily abrogate the amendment and
require that it be refiled pursuant to
paragraph (a)(1) of Rule 608,8 if it
appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors or the maintenance of fair and
orderly markets, to remove impediments
to, and perfect the mechanisms of, a
national market system or otherwise in
furtherance of the purposes of the Act.
III. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the amendment 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 4–443 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number 4–443. This file number should
be included on the subject line if email
is used. To help the Commission
6 The Commission notes that the list of Sponsors
is set forth in Section 9 of the OLPP.
7 17 CFR 242.608(b)(3)(iii).
8 17 CFR 242.608(a)(1).
E:\FR\FM\14MRN1.SGM
14MRN1
Agencies
[Federal Register Volume 81, Number 49 (Monday, March 14, 2016)]
[Notices]
[Pages 13429-13433]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-05587]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77319; File No. SR-CBOE-2016-016]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Order Granting Accelerated Approval
of a Proposed Rule Change Related to Options That Overlie the MSCI EAFE
Index and the MSCI Emerging Markets Index
March 8, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that, on February 29, 2016, Chicago Board Options Exchange,
Incorporated (the ``Exchange'' or ``CBOE'') filed with the Securities
and Exchange Commission (the ``Commission'') the proposed rule change
as described in Items I and II below, which Items have been prepared by
the Exchange. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons and, for
the
[[Page 13430]]
reasons discussed below, is approving the proposal on an accelerated
basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange seeks to amend the listing criteria for options that
overlie the MSCI EAFE Index and the MSCI Emerging Markets Index (``EAFE
options'' and ``EM options''). The text of the proposed rule change is
available on the Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's Office of the
Secretary, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item III below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
On April 8, 2015, the Commission approved CBOE's proposal to list
and trade options on the MSCI EAFE Index (``EAFE Index'') and the MSCI
Emerging Markets Index (``EM Index'').\3\ Rule 24.2.01(a) sets forth
the initial listing standards for EAFE and EM options. Rule 24.2.01(b)
sets forth the maintenance listing standards for EAFE and EM options.
All of the maintenance listing requirements set forth in Rule
24.2.01(b) are met except for the requirement that the initial listing
standard of Rule 24.2.01(a)(7) continues to be met. Rule 24.2.01(a)(7)
currently states that Non-U.S. component securities (stocks or ADRs)
that are not subject to comprehensive surveillance agreements
(``CSAs'') do not, in the aggregate, represent more than: (i) Twenty
percent (20%) of the weight of the EAFE Index, and (ii) twenty-two and
a half percent (22.5%) of the weight of the EM Index. Due to unforeseen
circumstances, as described below, the EAFE and EM Indexes no longer
meet this requirement; thus, the Exchange is seeking to amend Rule
24.2.01(a)(7) (criteria ``No. 7'') to raise the CSA percentage for the
EAFE and EM Indexes by five percent (5%).
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 74681 (April 8,
2015), 80 FR 20032 (April 14, 2015) (approving SR-CBOE-2015-023).
---------------------------------------------------------------------------
EAFE Index
The EAFE Index consists of the following 21 developed market
country indexes: Australia, Austria, Belgium, Denmark, Finland, France,
Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New
Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and
the United Kingdom. The EAFE Index consists of large and midcap
components, has 928 constituents and ``covers approximately 85% of the
free float-adjusted market capitalization in each country.'' \4\
---------------------------------------------------------------------------
\4\ See EAFE Index fact sheet (dated January 29, 2016) located
at: https://www.msci.com/resources/factsheets/index_fact_sheet/msci-eafe-index-usd-price.pdf.
---------------------------------------------------------------------------
In order for EAFE options to meet listing criteria No. 7, the
Exchange relied on Intermarket Surveillance Group (``ISG'') \5\
membership \6\ as well as several CSAs \7\ that the Exchange has
entered into with relevant stock exchanges. One of the CSAs that the
Exchange relied upon was the CSA with the Association of Swiss
Exchanges (the ``Association''), which is the predecessor to SIX Swiss
Exchange (``SIX Swiss''). However, CBOE was recently informed by SIX
Swiss that the Association's activities have ceased and that SIX Swiss
was unable to find evidence of a transfer of the CSA to SIX Swiss. The
Exchange has been in contact with SIX Swiss in an attempt to enter into
a new CSA, but the Exchange has thus far been unable to execute a new
CSA with SIX Swiss. The component securities of the EAFE Index that
trade on SIX Swiss represent approximately 9.5% of the weight of the
EAFE Index. When relying on the CSA with the Association, the non-U.S.
component securities (stocks or ADRs) that are not subject to CSAs do
not, in the aggregate, represent more than 20% of the weight of the
EAFE Index. Currently, without relying on the CSA with the Association,
the non-U.S. component securities (stocks or ADRs) that are not subject
to CSAs do not, in the aggregate, represent more than approximately
24.5% of the weight of the EAFE Index. Thus, the Exchange is seeking to
amend listing criteria No. 7 for EAFE options to raise the percentage
of non-U.S. component securities that do not need to be subject to CSAs
from twenty percent (20%) to twenty-five percent (25%).
---------------------------------------------------------------------------
\5\ The ISG ``is comprised of an international group of
exchanges, market centers, and market regulators.'' See Intermarket
Surveillance Group Web site, available at https://www.isgportal.org/home.html. The purpose of the ISG is to provide a framework for the
sharing of information and the coordination of regulatory efforts
among exchanges trading securities and related products to address
potential intermarket manipulations and trading abuses. The ISG
plays a crucial role in information sharing among markets that trade
securities, options on securities, security futures products, and
futures and options on broad-based security indexes. A list
identifying the current ISG members is available at: https://www.isgportal.org/home.html.
\6\ The component securities that represent a majority of the
weight of the EAFE and EM Indexes are traded on exchanges that are
members of ISG.
\7\ For the EAFE and EM Indexes, the CSAs are in the form of
Memorandum of Understanding (``MOUs'') or information sharing
agreements.
---------------------------------------------------------------------------
The Exchange represents that raising the percent will not have an
adverse impact on the Exchange's surveillance program. The Exchange
represents that it will still have an adequate surveillance program in
place for EAFE options and will continue to use the same surveillance
procedures currently utilized for each of the Exchange's other index
options to monitor trading in EAFE options.
Furthermore, the EAFE Index is a broad-based index with 928
constituents. The component stocks of the EAFE Index have a market
capitalization of 11,444,154.78 (USD Millions) with an average market
capitalization per constituent of 12,332.06 (USD Millions).
Additionally, the component stocks have an average daily volume of over
5 billion with an average daily volume per constituent of over 5
million. Also, the largest constituent in the EAFE Index currently only
accounts for 2.04% of the weight of the EAFE Index. Given the high
number of constituents and capitalization of the EAFE Index and the
deep and liquid markets for the securities underlying these indexes,
the concerns for market manipulation and/or disruption in the
underlying markets are greatly reduced.
EM Index
The EM Index consists of the following 23 emerging market country
indexes: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece,
Hungary, India, Indonesia, Korea, Malaysia, Mexico, Peru, Philippines,
Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey and
United Arab Emirates. The EM Index consists of large and midcap
components, has 837 constituents and ``covers approximately 85% of the
free float-adjusted market capitalization in each country.'' \8\
---------------------------------------------------------------------------
\8\ See EM Index fact sheet (dated January 29, 2016) located at:
https://www.msci.com/resources/factsheets/index_fact_sheet/msci-emerging-markets-index-usd-price.pdf.
---------------------------------------------------------------------------
[[Page 13431]]
In order for EM options to meet listing criteria No. 7, the
Exchange relied on ISG membership as well as several CSAs that have
been entered into with relevant stock exchanges. One of the CSAs that
the Exchange relied upon was the CSA with Bolsa de Valores de Sao Paulo
(``BOVESPA''), which is the predecessor to Bolsa de Valores Mercadorias
e Futuros (``BM&FBOVESPA''). However, CBOE was recently informed by
BM&FBOVESPA that a Brazilian law prevents BM&FBOVESPA from providing
information to CBOE under the CSA. The component securities of the EM
Index that trade on BM&FBOVESPA represent approximately 5.5% of the
weight of the EM Index. When relying on the CSA with BOVESPA the non-
U.S. component securities (stocks or ADRs) that are not subject to CSAs
do not, in the aggregate, represent more than approximately 22.5% of
the weight of the EM Index. Currently, without relying on the CSA with
BOVESPA, the non-U.S. component securities (stocks or ADRs) that are
not subject to CSAs do not, in the aggregate, represent more than
approximately 24.5% of the weight of the EM Index. Thus, the Exchange
is seeking to amend listing criteria No. 7 for EM options to raise the
percentage of non-U.S. component securities that do not need to be
subject to CSAs from twenty-two and a half percent (22.5%) to twenty-
seven and a half percent (27.5%).\9\
---------------------------------------------------------------------------
\9\ The Exchange notes that the iShares MSCI Emerging Markets
ETF (``EEM''), which is also based on the EM Index, is only required
to have 50% of the component securities subject to CSAs. See
Securities Exchange Act Release No. 53824 (May 17, 2006), 71 FR
30003 (May 24, 2006) (SR-Amex-2006-43).
---------------------------------------------------------------------------
The Exchange represents that raising the percent will not have an
adverse impact on the Exchange's surveillance program. The Exchange
represents that it will still have an adequate surveillance program in
place for EM options and will continue to use the same surveillance
procedures currently utilized for each of the Exchange's other index
options to monitor trading in EM options.
Furthermore, the EM Index is a broad-based index with 837
constituents. The component stocks of the EM Index have a market
capitalization of 3,219,779.13 (USD Millions) and average market
capitalization per constituent of 3,846.81 (USD Millions).
Additionally, the component stocks have an average daily volume of over
25 billion with an average daily volume per constituent of over 30
million. Also, the largest constituent in the EM Index currently only
accounts for 3.29% of the weight of the EM Index. Given the high number
of constituents and capitalization of the EM Index and the deep and
liquid markets for the securities underlying these indexes, the
concerns for market manipulation and/or disruption in the underlying
markets are greatly reduced.
Conclusion
EAFE and EM options are currently listed for trading on CBOE. The
Exchange generally adds new series after an expiration, which allows
trading to commence in the new series on the first trading day after
the expiration date. The Exchange currently lists EAFE and EM options
that expire in February, March, April, June, September, and December.
Additional series, specifically EAFE and EM options that expire in May,
are scheduled to be added after expiration on March 18, 2016, which
will allow trading to commence in the additional series on the next
trading day of March 21, 2016. Without this amendment, EAFE and EM
options cannot meet the continuing listing criteria of Rule 24.2.01(b),
specifically criteria No. 7, which will prevent the Exchange from
adding the EAFE and EM options that expire in May.\10\ The inability to
add the EAFE and EM options that expire in May would be a detriment to
market participants seeking to hedge positions in exchange-traded funds
(``ETFs'') based on the EAFE and EM indexes (``EFA'' and ``EEM,''
respectively), options on EFA and EEM, EAFE and EM futures, and
European-traded derivatives on the EAFE and EM Indexes. Additionally,
to the extent market participants want to roll a position in EAFE and
EM options that expire in April to a position that expires in May, they
will be prevented from doing so without this amendment.
---------------------------------------------------------------------------
\10\ Rule 24.2.01(b)(2) states that ``[i]n the event a class of
index options listed on the Exchange fails to satisfy the
maintenance listing standards set forth herein, the Exchange shall
not open for trading any additional series of options of that class
unless the continued listing of that class of index options has been
approved by the Commission under Section 19(b)(2) of the Exchange
Act.''
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act and the rules and regulations thereunder, including the
requirements of Section 6(b) of the Act.\11\ In particular, the
Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \12\ requirements that the rules of an exchange be
designed to promote just and equitable principles of trade, to prevent
fraudulent and manipulative acts, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities, to remove impediments to and to perfect the mechanism for a
free and open market and a national market system, and, in general, to
protect investors and the public interest.
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
In particular, the Exchange believes that both the EAFE Index and
the EM Index are not easily susceptible to manipulation. Both indexes
are broad-based indexes and have high market capitalizations. The EAFE
Index is comprised of 928 component stocks, the component stocks have a
market capitalization of 11,444,154.78 (USD Millions) and average daily
volume of over 5 billion, and no single component comprises more than
3.5% [sic] of the index, making it not easily subject to market
manipulation. Similarly, the EM Index is comprised of 837 component
stocks, the component stocks have a market capitalization of
3,219,779.13 (USD Millions) and average daily volume of over 25
billion, and no single component comprises more than 3.5% of the index,
making it not easily subject to market manipulation. The purpose of a
CSA is to allow the Exchange to investigate manipulation if it were to
occur on a foreign exchange at which one of the component securities
trades. However, as described above, the EAFE and EM Indexes are
unlikely to be susceptible to manipulation; thus, raising the CSA
percentage for the EAFE and EM Indexes by only five percent (5%) is
unlikely to affect the Exchange's ability to investigate manipulation.
Additionally, the iShares MSCI EAFE and iShares MSCI Emerging
Markets ETFs are actively traded products, as are options on those
ETFs. Because both indexes have large numbers of component securities,
are representative of many countries and trade a large volume with
respect to ETFs and options on those ETFs, the Exchange believes that
the revised listing requirements are appropriate to trade options on
these indexes. The Exchange also represents that it has an adequate
surveillance program in place for EAFE and EM options.
B. Self-Regulatory Organization's Statement on Burden on Competition
This proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act. Specifically, CBOE believes the proposed rule change will
allow the continued listing and trading of EAFE
[[Page 13432]]
and EM options, which enhances competition among market participants
and provides different types of options to compete with domestic
products such as EFA and EMM [sic], which seek to track the EAFE and EM
Indexes, respectively, EFA and EEM options, EAFE and EM futures and
European-traded derivatives on the EAFE Index and the EM Index to the
benefit of investors and the marketplace. For all the reasons stated
above, the Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act, and believes the proposed
change will enhance competition among similar products.
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. 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-CBOE-2016-016 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-CBOE-2016-016. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-CBOE-2016-016, and should be
submitted on or before April 4, 2016.
IV. Commission's Findings and Order Granting Accelerated Approval of
Proposed Rule Change
After careful review, 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.\13\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\14\ which
requires, among other things, that the rules of a national securities
exchange be designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general, to protect investors and the public interest.
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\13\ 15 U.S.C. 78f(b). 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).
\14\ 15 U.S.C. 78f(b)(5).
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In order to list options on the EAFE and EM indexes, CBOE Rule
24.2.01(a)(7) requires that any non-U.S. component securities that are
not subject to CSAs must not, in the aggregate, represent more than:
(i) Twenty percent (20%) of the weight of the EAFE Index, and (ii)
twenty-two and a half percent (22.5%) of the weight of the EM Index.
The Exchange proposes to raise the percentage of non-U.S. component
securities that do not need to be subject to CSAs to twenty-five
percent (25%) for the EAFE Index and twenty-seven and a half percent
(27.5%) for the EM Index. The Exchange stated that both indexes are
broad-based indexes, have high market capitalizations, and have
components with high trading volume. Given the high number of
constituents and the overall high capitalization of the EAFE and EM
Indexes and the deep and liquid markets for the securities underlying
these indexes, the Exchange believes that the concerns for market
manipulation or disruption in the underlying markets are greatly
reduced. Therefore, the Exchange believes that a five percent increase
would not likely impact its ability to investigate manipulation in
these products. Additionally, in its filing, the Exchange represented
that it will maintain an adequate surveillance program for EAFE and EM
options and will continue to use the same surveillance procedures
currently utilized for each of the Exchange's other index options to
monitor trading in these products. Based on these representations, the
Commission believes the modest increase in the applicable percentages
of non-U.S. component securities that do not need to be subject to CSA
requirements is not likely to have a material effect on CBOE's ability
to surveil for potential manipulation in EAFE and EM options.
Therefore, the Commission believes that approval of this proposal is
appropriate.
The Exchange has requested that the Commission find good cause for
approving the proposed rule change prior to the 30th day after
publication of the notice thereof in the Federal Register. The Exchange
stated that accelerated approval of its proposal will allow CBOE to add
new series of EAFE and EM options that expire in May (which would be
listed after the March expiration). The Exchange believes that the
inability to add additional series in EAFE and EM options would be a
detriment to market participants seeking to hedge positions in EFA and
EEM, options on EFA and EEM, EAFE and EM futures, and European-traded
derivatives on the EAFE and EM Indexes. Additionally, the Exchange
stated that, without accelerated approval of its proposal, market
participants would be unable to roll a position in EAFE and EM options
that expires in April to a position that expires in May. The Commission
believes that good cause exists for accelerated approval of the
proposed rule change because it raises no novel issues and the modest
increase in the applicable percentages of non-U.S. component securities
that do not need to be subject to CSA requirements is not likely to
impose a material change in
[[Page 13433]]
CBOE's ability to surveil for potential manipulation in EAFE and EM
options or adversely affect market participants. The Commission further
believes that approval of this proposal on an accelerated basis should
benefit investors by creating, without undue delay, additional
competition in the market for these and similar products. Accordingly,
the Commission finds good cause, pursuant to Section 19(b)(2) of the
Act,\15\ to approve the proposed rule change prior to the 30th day
after the date of publication of the notice of filing thereof in the
Federal Register.
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\15\ 15 U.S.C. 78s(b)(2).
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V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\16\ that the proposed rule change (SR-CBOE-2016-016) be, and
hereby is, approved on an accelerated basis.
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\16\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-05587 Filed 3-11-16; 8:45 am]
BILLING CODE 8011-01-P