Self-Regulatory Organizations; Bats BZX Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Add Subparagraph (5) to Rule 21.1(h) Modifying the Operation of Orders Subject to the Display Price Sliding Process When a Contra-Side Post Only Order Is Received by the Bats BZX Exchange Options Platform, 31283-31286 [2016-11641]
Download as PDF
Federal Register / Vol. 81, No. 96 / Wednesday, May 18, 2016 / Notices
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–
2016–034, and should be submitted on
or before June 8, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–11652 Filed 5–17–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Submission for OMB Review;
Comment Request
Upon Written Request Copies Available
From: Securities and Exchange
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100 F Street NE., Washington, DC
20549–2736
sradovich on DSK3TPTVN1PROD with NOTICES
Extension: Schedule 14D–9F
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filed by approximately 6 respondents
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Affairs, Office of Management and
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or by sending an email to: Shagufta_
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or send an email to: PRA_Mailbox@
sec.gov. Comments must be submitted to
OMB within 30 days of this notice.
Dated: May 12, 2016.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–11640 Filed 5–17–16; 8:45 am]
BILLING CODE 8011–01–P
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Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.), the Securities
and Exchange Commission
(‘‘Commission’’) has submitted to the
Office of Management and Budget this
request for extension of the previously
approved collection of information
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Schedule 14D–9F (17 CFR 240.14d–
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or by any director or officer of such
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[Release No. 34–77818; File No. SR–
BatsBZX–2016–16]
Self-Regulatory Organizations; Bats
BZX Exchange, Inc.; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change To Add
Subparagraph (5) to Rule 21.1(h)
Modifying the Operation of Orders
Subject to the Display Price Sliding
Process When a Contra-Side Post Only
Order Is Received by the Bats BZX
Exchange Options Platform
May 12, 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 May 3,
2016, Bats BZX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BZX’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange has
designated this proposal as a ‘‘noncontroversial’’ proposed rule change
1 15
18 17
CFR 200.30–3(a)(12).
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2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00060
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31283
pursuant to Section 19(b)(3)(A) of the
Act 3 and Rule 19b–4(f)(6)(iii)
thereunder,4 which renders it effective
upon filing with the Commission. 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
The Exchange filed a proposal to add
subparagraph (5) to Rule 21.1(h)
modifying the operation of orders
subject to the display price sliding
process when a contra-side Post Only
Order 5 is received by the Exchange’s
options platform (‘‘BZX Options’’).
The text of the proposed rule change
is available at the Exchange’s Web site
at www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange is proposing to add
subparagraph (5) to Rule 21.1(h)
modifying the operation of orders
subject to the display price sliding
process when a contra-side Post Only
Order is received by BZX Options.
Under current Exchange Rule 21.1(h),
an order subject to the display price
sliding process that, at the time of entry,
would lock or cross a Protected
Quotation of another options exchange
will be ranked at the locking price in the
BZX Options Book 6 and displayed by
the System at one minimum price
variation below the current National
3 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6)(iii).
5 See Exchange Rule 21.1(d)(8).
6 ‘‘BZX Options Book’’ is defined as ‘‘the
electronic book of options orders maintained by the
Trading System.’’ See Exchange Rule 16.1(a)(9).
4 17
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sradovich on DSK3TPTVN1PROD with NOTICES
Best Offer (‘‘NBO’’) 7 (for bids) or to one
minimum price variation above the
current National Best Bid (‘‘NBB’’) 8 (for
offers). Post Only Orders are orders that
are to be ranked and executed on the
Exchange pursuant to Rule 21.8 (Order
Display and Book Processing) or
cancelled, as appropriate, without
routing away to another trading center.9
Currently, a Post Only Order will not
remove liquidity from the BZX Options
Book unless the value of price
improvement associated with such
execution equals or exceeds the sum of
fees charged for such execution and the
value of any rebate that would be
provided if the order posted to the BZX
Options Book and subsequently
provided liquidity. In order to prevent
circumstances on the BZX Options Book
where an order is ranked at the
displayed price of a resting contra-side
order, which could result in apparent
violations of the Exchange’s priority
rule, an incoming Post Only Order is
currently rejected if it would be posted
at the locking price of a contra-side
order subject to the display price sliding
process. In particular, accepting such
order would result in a situation where
an order is displayed on the Exchange
and a contra-side order is ranked at the
same price as such order. In turn, if an
execution at that price is reported by the
Exchange, the Exchange believes a
User 10 representing the order displayed
on the Exchange might believe that an
incoming order was received by the
Exchange and then bypassed such order
(i.e., removing some other liquidity on
the same side of the market as the
displayed order). As described in
further detail below, the proposal will
avoid the possibility of an execution of
an order subject to display-price sliding
at the same price as an order displayed
on the Exchange. The Exchange notes
that the circumstance described above,
where an incoming Post Only Order is
rejected by the Exchange, is limited to
times when the Exchange is not already
quoting at the NBBO and a Post Only
Order is seeking to join either the NBB
or NBO but there is a resting displayprice slid order on the contra-side of the
Exchange’s order book.
In order to facilitate the entry of
orders priced at the National Best Bid or
Offer (‘‘NBBO’’), the Exchange proposes
to add subparagraph (5) to Rule 21.1(h)
modifying the operation of orders
7 See Exchange Rule 16.1(a)(29) (defining the
terms ‘‘NBB’’, ‘‘NBO’’, and ‘‘NBBO’’).
8 Id.
9 See Exchange Rule 21.1(d)(8).
10 ‘‘User’’ is defined as ‘‘any Options Member or
Sponsored Participant who is authorized to obtain
access to the System pursuant to Rule 11.3
(Access).’’ See Exchange Rule 16.1(a)(63).
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subject to the display price sliding
process when a contra-side Post Only
Order is received by BZX Options.
Under proposed subparagraph (5), to the
extent an incoming Post Only Order
would be ranked and displayed at a
price equal to the ranked price of a
contra-side order subject to displayprice sliding (i.e., the locking price) the
order subject to display-price sliding
would be re-ranked at one (1) cent above
the current NBB (for offers) or one (1)
cent below the current NBO (for bids).
An order subject to display price sliding
that is re-ranked pursuant to proposed
subparagraph (5) of Rule 21.1(h) would
be re-ranked at the locking price in the
event there is no longer displayed
contra-side interest at the locking price.
In both cases, the order would remain
displayed by the System at one
minimum price variation below the
current NBO (for bids) or to one
minimum price variation above the
current NBB (for offers).
The below examples describe the
operation of orders subject to display
price sliding under proposed
subparagraph (5) to Rule 21.1(h).
Example 1: Securities Quoted in Penny
Increments—Proposed Operation. Assume
the NBBO is $1.00 × $1.01 and that the
Exchange’s displayed best bid and offer
(‘‘BBO’’) is $1.00 × $1.02. Also assume that
a non-routable order to buy at $1.01 subject
to display price sliding is resting on the BZX
Options Book, ranked at $1.01 and displayed
at $1.00. Assume a Post Only Order to sell
at $1.01 is entered and, under current
functionality, would be rejected because it is
executable at the locking price of the order
to buy subject to display price sliding resting
on the BZX Options Book. As proposed, the
order to buy subject to display price sliding
would be re-ranked and would remain
displayed at $1.00, one (1) cent below the
current NBO. The Post Only Order to sell
would be posted to the BZX Options Book,
ranked and displayed at $1.01 (i.e., allowing
the Exchange to join the NBBO of $1.00 ×
$1.01). If the Post Only Order to sell is
executed or cancelled, the order to buy
subject to display price sliding would be reranked at $1.01, its original ranked price, and
would remain displayed at $1.00.
Example 2: Securities Quoted in NonPenny Increments—Proposed Operation.
Assume the NBBO is $1.00 × $1.05 and that
the Exchange’s BBO is $1.00 × $1.10. Also
assume that a non-routable order to buy at
$1.05 subject to display price sliding is
resting on the BZX Options Book, ranked at
$1.05 and displayed at $1.00. Assume a Post
Only Order to sell at $1.05 is entered and,
under current functionality, would be
rejected because it is executable at the
locking price of the order to buy subject to
display price sliding resting on the BZX
Options Book. As proposed, the order to buy
subject to display price sliding would be reranked at $1.04, one (1) cent below the NBO,
and would remain displayed at $1.00. The
Post Only Order to sell would be posted to
PO 00000
Frm 00061
Fmt 4703
Sfmt 4703
the BZX Options Book, ranked and displayed
at $1.05 (i.e., allowing the Exchange to join
the NBBO of $1.00 × $1.01). If the Post Only
Order to sell is executed or cancelled, the
order to buy subject to display price sliding
would be re-ranked at $1.05, its original
ranked price, and would remain displayed at
$1.00.
The Exchange notes that similar
behavior currently exists on its equities
platform that permits an order to
buy(sell) subject to display price sliding
to be executed at one-half minimum
price variation more(less) than the price
of a contra-side displayed BZX Post
Only Order.11 Specifically, under
Exchange Rule 11.9(g)(1)(E), BZX Post
Only Orders are permitted to post and
be displayed opposite the ranked price
of orders subject to display-price
sliding. In the event an order subject to
display-price sliding is ranked on the
BZX Book 12 at a price equal to an
opposite side order displayed by the
Exchange, it cannot be executed at that
price and instead will be subject to
processing as set forth in Rule
11.13(a)(4)(D). Under Exchange Rule
11.13(a)(4)(D), in the event that an
incoming order is a market order or is
a limit order priced more aggressively
than the displayed order, the Exchange
will execute the incoming order at, in
the case of an incoming sell order, onehalf minimum price variation less than
the price of the displayed order, and, in
the case of an incoming buy order, at
one-half minimum price variation more
than the price of the displayed order.
This behavior is designed to avoid an
apparent priority issue. In particular, in
such a situation the Exchange believes
a User representing an order that is
displayed on the Exchange might
believe that an incoming order was
received by the Exchange and then
bypassed such displayed order,
removing some other non-displayed
liquidity on the same side of the market
as such displayed order. Similar to what
the Exchange proposes for BZX Options,
the above described functionality on its
equites platform also effectively changes
the ranked price of the order subject to
display price sliding. Although the
underlying solution is intended to solve
the same circumstance, because halfpenny executions are not permitted
with respect to options transactions, on
BZX Options the Exchange proposes to
adjust the ranked price of the displayprice slid order when a contra-side Post
Only order is received by BZX and
posted at the locking price.
11 See
12 See
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Exchange Rule 11.9(c)(6).
BZX Rule 1.5(e).
18MYN1
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2. Statutory Basis
The Exchange believes that its
proposal is consistent with the
requirements of the Act and the rules
and regulations thereunder that are
applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the
Act.13 In particular, the proposal is
consistent with Section 6(b)(5) of the
Act 14 because it is designed to
encourage displayed liquidity and offer
market participants greater flexibility to
post liquidity on the BZX Options Book,
thereby promoting just and equitable
principles of trade, fostering
cooperation and coordination with
persons engaged in facilitating
transactions in securities, removing
impediments to, and perfecting the
mechanism of, a free and open market
and a national market system.
Under current functionality, an
incoming Post Only Order would be
rejected if it is executable at the locking
price of a contra-side order subject to
display price sliding resting on the BZX
Options Book. This, at times, inhibits
market participants, including Market
Makers 15 from utilizing Post Only
Orders to quote at the NBBO. Post Only
Orders allow Users to post aggressively
priced liquidity, as such Users have
certainty as to the fee or rebate they will
receive from the Exchange if their order
is executed. Without such ability and by
rejecting such Post Only Orders in
scenarios described herein, the
Exchange believes that certain Users
would simply post less aggressively
priced liquidity, and prices available for
market participants, including retail
investors, would deteriorate.
Accordingly, the Exchange believes that
the proposed rule change promotes just
and equitable principles of trade by
enhancing the liquidity available to all
market participants by allowing Market
Makers and other liquidity providers to
add liquidity to the Exchange at the
NBBO without fear that their order
would be rejected. In addition, the
proposed rule change would assist
Market Makers in satisfying their twosided quoting obligations under
Exchange Rules 22.5(a)(1) and
22.6(d)(1). The proposed rule change
should increase displayed liquidity at
the NBBO on the Exchange, resulting in
improved market quality and price
discovery for all participants. The
Exchange also notes that similar
behavior currently exists on its equities
platform that permits an order to
13 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
15 See Exchange Rule 16.1(a)(37).
14 15
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buy(sell) subject to display price sliding
to be executed at one-half minimum
price variation more(less) than the price
of a contra-side displayed BZX Post
Only Order.16
(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. To the
contrary, the Exchange believes the
proposed rule change would enhance
competition by enabling market
participants to post liquidity at the
NBBO, thereby increasing the liquidity
on the Exchange at the NBBO. For all
the reasons stated above, the Exchange
does not believe that the proposed rule
changes 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.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change. The Exchange
has not received any written comments
from members or other interested
parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 17 and Rule
19b–4(f)(6) thereunder.18 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
for 30 days from the date on which it
was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
16 See Exchange Rules 11.9(g)(1)(E) and
11.13(a)(4)(D). See also Securities Exchange Act
Release No. 64754 (June 27, 2011), 76 FR 38712
(July 1, 2011) (SR–BATS–2011–015) (Order
Approving a Proposed Rule Change to Amend
BATS Rule 11.9, Entitled ‘‘Orders and Modifiers’’
and BATS Rule 11.13, Entitled ‘‘Order Execution’’).
17 15 U.S.C. 78s(b)(3)(A)(iii).
18 17 CFR 240.19b–4(f)(6).
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31285
of the Act 19 and Rule 19b–4(f)(6)
thereunder.20
A proposed rule change filed under
Rule 19b–4(f)(6) under the Act 21
normally does not become operative for
30 days after the date of filing. However,
Rule 19b–4(f)(6)(iii) 22 permits the
Commission to designate a shorter time
if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange states that the
proposed rule change will benefit
market participants by enhancing their
ability to post liquidity at the NBBO,
and that waiver of the operative delay
may increase displayed liquidity at the
NBBO on the Exchange, resulting in
improved market quality and price
discovery for all participants in a timely
manner. Further, the Exchange notes
that the proposed rule change will not
require any systems changes by
Exchange Users that would necessitate a
delay, as the Exchange will now accept
and no longer reject Post Only Orders in
the situations described herein. Based
on the foregoing, the Commission
believes that waiving the 30-day
operative delay is consistent with the
protection of investors and the public
interest.23 The Commission hereby
grants the Exchange’s request and
designates the proposal operative upon
filing.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
19 15
U.S.C. 78s(b)(3)(A).
addition, Rule 19b–4(f)(6)(iii) requires the
Exchange to give the Commission written notice of
the Exchange’s intent to file the proposed rule
change, along with a brief description and text of
the proposed rule change, at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
21 17 CFR 240.19b–4(f)(6).
22 17 CFR 240.19b–4(f)(6)(iii).
23 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
20 In
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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:
[FR Doc. 2016–11641 Filed 5–17–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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–BatsBZX–2016–16 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.
sradovich on DSK3TPTVN1PROD with NOTICES
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Robert W. Errett,
Deputy Secretary.
All submissions should refer to File
Number SR–BatsBZX–2016–16. 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 will also 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–
BatsBZX–2016–16 and should be
submitted on or before June 8, 2016.
[Release No. 34–77817; File No. SR–MIAX–
2016–10]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Exchange Rule 612,
Aggregate Risk Manager (‘‘ARM’’)
May 12, 2016.
Pursuant to the provisions of 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 April 29, 2016, Miami International
Securities Exchange LLC (‘‘MIAX’’ or
the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) a proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend Exchange Rule 612, Aggregate
Risk Manager (‘‘ARM’’).
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
24 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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17:10 May 17, 2016
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the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Exchange Rule 612, Aggregate Risk
Manager (‘‘ARM’’), to modify the
minimum Allowable Engagement
Percentage (as described below)
determined by Exchange Market
Makers, and to codify the Exchange’s
existing practice of establishing default
ARM settings, as described below. The
Exchange is also proposing two minor
technical amendments to Rule 612(a), as
described below.
ARM protects MIAX Market Makers 3
and assists them in managing risk by
limiting the number of contracts they
execute in an option class on the
Exchange within a specified time period
that has been established by the Market
Maker (a ‘‘specified time period’’).
MIAX Market Makers establish a
percentage of their quotations (the
‘‘Allowable Engagement Percentage’’ or
‘‘AEP’’) and the specified time period
for each option class in which they are
appointed.4 The System activates the
Aggregate Risk Manager when it has
determined that a Market Maker has
traded a number of contracts equal to or
above their AEP during the specified
time period. When an execution against
a Market Maker’s Standard quote 5 or
Day eQuote (as defined below) occurs,
the System looks back over the specified
time period to determine whether the
execution is of sufficient size to trigger
the Aggregate Risk Manager. The
Aggregate Risk Manager then
3 The term ‘‘Market Maker’’ refers to a ‘‘Lead
Market Maker,’’ ‘‘Primary Lead Market Maker’’ and
‘‘Registered Market Maker’’ collectively. A Lead
Market Maker is a Member registered with the
Exchange for the purpose of making markets in
securities traded on the Exchange and that is vested
with the rights and responsibilities specified in
Chapter VI of these Rules with respect to Lead
Market Makers. A Primary Lead Market Maker is a
Lead Market Maker appointed by the Exchange to
act as the Primary Lead Market Maker for the
purpose of making markets in securities traded on
the Exchange. A Registered Market Maker is a
Member registered with the Exchange for the
purpose of making markets in securities traded on
the Exchange, who is not a Lead Market Maker. See
Exchange Rule 100.
4 The Exchange’s Board or designated committee
appoints one Primary Lead Market Maker and other
Market Makers to each options class traded on the
Exchange. For a complete description of the
Exchange’s appointment process, see Exchange
Rule 602.
5 A Standard quote is a quote submitted by a
Market Maker that cancels and replaces the Market
Maker’s previous Standard quote, if any. See
Exchange Rule 517(a)(1).
E:\FR\FM\18MYN1.SGM
18MYN1
Agencies
[Federal Register Volume 81, Number 96 (Wednesday, May 18, 2016)]
[Notices]
[Pages 31283-31286]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-11641]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77818; File No. SR-BatsBZX-2016-16]
Self-Regulatory Organizations; Bats BZX Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change To Add
Subparagraph (5) to Rule 21.1(h) Modifying the Operation of Orders
Subject to the Display Price Sliding Process When a Contra-Side Post
Only Order Is Received by the Bats BZX Exchange Options Platform
May 12, 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 May 3, 2016, Bats BZX Exchange, Inc. (the ``Exchange'' or
``BZX'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by the Exchange. The Exchange
has designated this proposal as a ``non-controversial'' proposed rule
change pursuant to Section 19(b)(3)(A) of the Act \3\ and Rule 19b-
4(f)(6)(iii) thereunder,\4\ which renders it effective upon filing with
the Commission. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6)(iii).
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange filed a proposal to add subparagraph (5) to Rule
21.1(h) modifying the operation of orders subject to the display price
sliding process when a contra-side Post Only Order \5\ is received by
the Exchange's options platform (``BZX Options'').
---------------------------------------------------------------------------
\5\ See Exchange Rule 21.1(d)(8).
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The text of the proposed rule change is available at the Exchange's
Web site at www.batstrading.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant parts of such
statements.
(A) Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to add subparagraph (5) to Rule 21.1(h)
modifying the operation of orders subject to the display price sliding
process when a contra-side Post Only Order is received by BZX Options.
Under current Exchange Rule 21.1(h), an order subject to the
display price sliding process that, at the time of entry, would lock or
cross a Protected Quotation of another options exchange will be ranked
at the locking price in the BZX Options Book \6\ and displayed by the
System at one minimum price variation below the current National
[[Page 31284]]
Best Offer (``NBO'') \7\ (for bids) or to one minimum price variation
above the current National Best Bid (``NBB'') \8\ (for offers). Post
Only Orders are orders that are to be ranked and executed on the
Exchange pursuant to Rule 21.8 (Order Display and Book Processing) or
cancelled, as appropriate, without routing away to another trading
center.\9\ Currently, a Post Only Order will not remove liquidity from
the BZX Options Book unless the value of price improvement associated
with such execution equals or exceeds the sum of fees charged for such
execution and the value of any rebate that would be provided if the
order posted to the BZX Options Book and subsequently provided
liquidity. In order to prevent circumstances on the BZX Options Book
where an order is ranked at the displayed price of a resting contra-
side order, which could result in apparent violations of the Exchange's
priority rule, an incoming Post Only Order is currently rejected if it
would be posted at the locking price of a contra-side order subject to
the display price sliding process. In particular, accepting such order
would result in a situation where an order is displayed on the Exchange
and a contra-side order is ranked at the same price as such order. In
turn, if an execution at that price is reported by the Exchange, the
Exchange believes a User \10\ representing the order displayed on the
Exchange might believe that an incoming order was received by the
Exchange and then bypassed such order (i.e., removing some other
liquidity on the same side of the market as the displayed order). As
described in further detail below, the proposal will avoid the
possibility of an execution of an order subject to display-price
sliding at the same price as an order displayed on the Exchange. The
Exchange notes that the circumstance described above, where an incoming
Post Only Order is rejected by the Exchange, is limited to times when
the Exchange is not already quoting at the NBBO and a Post Only Order
is seeking to join either the NBB or NBO but there is a resting
display-price slid order on the contra-side of the Exchange's order
book.
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\6\ ``BZX Options Book'' is defined as ``the electronic book of
options orders maintained by the Trading System.'' See Exchange Rule
16.1(a)(9).
\7\ See Exchange Rule 16.1(a)(29) (defining the terms ``NBB'',
``NBO'', and ``NBBO'').
\8\ Id.
\9\ See Exchange Rule 21.1(d)(8).
\10\ ``User'' is defined as ``any Options Member or Sponsored
Participant who is authorized to obtain access to the System
pursuant to Rule 11.3 (Access).'' See Exchange Rule 16.1(a)(63).
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In order to facilitate the entry of orders priced at the National
Best Bid or Offer (``NBBO''), the Exchange proposes to add subparagraph
(5) to Rule 21.1(h) modifying the operation of orders subject to the
display price sliding process when a contra-side Post Only Order is
received by BZX Options. Under proposed subparagraph (5), to the extent
an incoming Post Only Order would be ranked and displayed at a price
equal to the ranked price of a contra-side order subject to display-
price sliding (i.e., the locking price) the order subject to display-
price sliding would be re-ranked at one (1) cent above the current NBB
(for offers) or one (1) cent below the current NBO (for bids). An order
subject to display price sliding that is re-ranked pursuant to proposed
subparagraph (5) of Rule 21.1(h) would be re-ranked at the locking
price in the event there is no longer displayed contra-side interest at
the locking price. In both cases, the order would remain displayed by
the System at one minimum price variation below the current NBO (for
bids) or to one minimum price variation above the current NBB (for
offers).
The below examples describe the operation of orders subject to
display price sliding under proposed subparagraph (5) to Rule 21.1(h).
Example 1: Securities Quoted in Penny Increments--Proposed
Operation. Assume the NBBO is $1.00 x $1.01 and that the Exchange's
displayed best bid and offer (``BBO'') is $1.00 x $1.02. Also assume
that a non-routable order to buy at $1.01 subject to display price
sliding is resting on the BZX Options Book, ranked at $1.01 and
displayed at $1.00. Assume a Post Only Order to sell at $1.01 is
entered and, under current functionality, would be rejected because
it is executable at the locking price of the order to buy subject to
display price sliding resting on the BZX Options Book. As proposed,
the order to buy subject to display price sliding would be re-ranked
and would remain displayed at $1.00, one (1) cent below the current
NBO. The Post Only Order to sell would be posted to the BZX Options
Book, ranked and displayed at $1.01 (i.e., allowing the Exchange to
join the NBBO of $1.00 x $1.01). If the Post Only Order to sell is
executed or cancelled, the order to buy subject to display price
sliding would be re-ranked at $1.01, its original ranked price, and
would remain displayed at $1.00.
Example 2: Securities Quoted in Non-Penny Increments--Proposed
Operation. Assume the NBBO is $1.00 x $1.05 and that the Exchange's
BBO is $1.00 x $1.10. Also assume that a non-routable order to buy
at $1.05 subject to display price sliding is resting on the BZX
Options Book, ranked at $1.05 and displayed at $1.00. Assume a Post
Only Order to sell at $1.05 is entered and, under current
functionality, would be rejected because it is executable at the
locking price of the order to buy subject to display price sliding
resting on the BZX Options Book. As proposed, the order to buy
subject to display price sliding would be re-ranked at $1.04, one
(1) cent below the NBO, and would remain displayed at $1.00. The
Post Only Order to sell would be posted to the BZX Options Book,
ranked and displayed at $1.05 (i.e., allowing the Exchange to join
the NBBO of $1.00 x $1.01). If the Post Only Order to sell is
executed or cancelled, the order to buy subject to display price
sliding would be re-ranked at $1.05, its original ranked price, and
would remain displayed at $1.00.
The Exchange notes that similar behavior currently exists on its
equities platform that permits an order to buy(sell) subject to display
price sliding to be executed at one-half minimum price variation
more(less) than the price of a contra-side displayed BZX Post Only
Order.\11\ Specifically, under Exchange Rule 11.9(g)(1)(E), BZX Post
Only Orders are permitted to post and be displayed opposite the ranked
price of orders subject to display-price sliding. In the event an order
subject to display-price sliding is ranked on the BZX Book \12\ at a
price equal to an opposite side order displayed by the Exchange, it
cannot be executed at that price and instead will be subject to
processing as set forth in Rule 11.13(a)(4)(D). Under Exchange Rule
11.13(a)(4)(D), in the event that an incoming order is a market order
or is a limit order priced more aggressively than the displayed order,
the Exchange will execute the incoming order at, in the case of an
incoming sell order, one-half minimum price variation less than the
price of the displayed order, and, in the case of an incoming buy
order, at one-half minimum price variation more than the price of the
displayed order. This behavior is designed to avoid an apparent
priority issue. In particular, in such a situation the Exchange
believes a User representing an order that is displayed on the Exchange
might believe that an incoming order was received by the Exchange and
then bypassed such displayed order, removing some other non-displayed
liquidity on the same side of the market as such displayed order.
Similar to what the Exchange proposes for BZX Options, the above
described functionality on its equites platform also effectively
changes the ranked price of the order subject to display price sliding.
Although the underlying solution is intended to solve the same
circumstance, because half-penny executions are not permitted with
respect to options transactions, on BZX Options the Exchange proposes
to adjust the ranked price of the display-price slid order when a
contra-side Post Only order is received by BZX and posted at the
locking price.
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\11\ See Exchange Rule 11.9(c)(6).
\12\ See BZX Rule 1.5(e).
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[[Page 31285]]
2. Statutory Basis
The Exchange believes that its proposal is consistent with the
requirements of the Act and the rules and regulations thereunder that
are applicable to a national securities exchange, and, in particular,
with the requirements of Section 6(b) of the Act.\13\ In particular,
the proposal is consistent with Section 6(b)(5) of the Act \14\ because
it is designed to encourage displayed liquidity and offer market
participants greater flexibility to post liquidity on the BZX Options
Book, thereby promoting just and equitable principles of trade,
fostering cooperation and coordination with persons engaged in
facilitating transactions in securities, removing impediments to, and
perfecting the mechanism of, a free and open market and a national
market system.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
Under current functionality, an incoming Post Only Order would be
rejected if it is executable at the locking price of a contra-side
order subject to display price sliding resting on the BZX Options Book.
This, at times, inhibits market participants, including Market Makers
\15\ from utilizing Post Only Orders to quote at the NBBO. Post Only
Orders allow Users to post aggressively priced liquidity, as such Users
have certainty as to the fee or rebate they will receive from the
Exchange if their order is executed. Without such ability and by
rejecting such Post Only Orders in scenarios described herein, the
Exchange believes that certain Users would simply post less
aggressively priced liquidity, and prices available for market
participants, including retail investors, would deteriorate.
Accordingly, the Exchange believes that the proposed rule change
promotes just and equitable principles of trade by enhancing the
liquidity available to all market participants by allowing Market
Makers and other liquidity providers to add liquidity to the Exchange
at the NBBO without fear that their order would be rejected. In
addition, the proposed rule change would assist Market Makers in
satisfying their two-sided quoting obligations under Exchange Rules
22.5(a)(1) and 22.6(d)(1). The proposed rule change should increase
displayed liquidity at the NBBO on the Exchange, resulting in improved
market quality and price discovery for all participants. The Exchange
also notes that similar behavior currently exists on its equities
platform that permits an order to buy(sell) subject to display price
sliding to be executed at one-half minimum price variation more(less)
than the price of a contra-side displayed BZX Post Only Order.\16\
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\15\ See Exchange Rule 16.1(a)(37).
\16\ See Exchange Rules 11.9(g)(1)(E) and 11.13(a)(4)(D). See
also Securities Exchange Act Release No. 64754 (June 27, 2011), 76
FR 38712 (July 1, 2011) (SR-BATS-2011-015) (Order Approving a
Proposed Rule Change to Amend BATS Rule 11.9, Entitled ``Orders and
Modifiers'' and BATS Rule 11.13, Entitled ``Order Execution'').
---------------------------------------------------------------------------
(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. To the contrary, the
Exchange believes the proposed rule change would enhance competition by
enabling market participants to post liquidity at the NBBO, thereby
increasing the liquidity on the Exchange at the NBBO. For all the
reasons stated above, the Exchange does not believe that the proposed
rule changes 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.
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants or Others
The Exchange has neither solicited nor received written comments on
the proposed rule change. The Exchange has not received any written
comments from members or other interested parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \17\ and Rule 19b-4(f)(6) thereunder.\18\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act \19\ and Rule 19b-
4(f)(6) thereunder.\20\
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\17\ 15 U.S.C. 78s(b)(3)(A)(iii).
\18\ 17 CFR 240.19b-4(f)(6).
\19\ 15 U.S.C. 78s(b)(3)(A).
\20\ In addition, Rule 19b-4(f)(6)(iii) requires the Exchange to
give the Commission written notice of the Exchange's intent to file
the proposed rule change, along with a brief description and text of
the proposed rule change, at least five business days prior to the
date of filing of the proposed rule change, or such shorter time as
designated by the Commission. The Exchange has satisfied this
requirement.
---------------------------------------------------------------------------
A proposed rule change filed under Rule 19b-4(f)(6) under the Act
\21\ normally does not become operative for 30 days after the date of
filing. However, Rule 19b-4(f)(6)(iii) \22\ permits the Commission to
designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing. The Exchange states that
the proposed rule change will benefit market participants by enhancing
their ability to post liquidity at the NBBO, and that waiver of the
operative delay may increase displayed liquidity at the NBBO on the
Exchange, resulting in improved market quality and price discovery for
all participants in a timely manner. Further, the Exchange notes that
the proposed rule change will not require any systems changes by
Exchange Users that would necessitate a delay, as the Exchange will now
accept and no longer reject Post Only Orders in the situations
described herein. Based on the foregoing, the Commission believes that
waiving the 30-day operative delay is consistent with the protection of
investors and the public interest.\23\ The Commission hereby grants the
Exchange's request and designates the proposal operative upon filing.
---------------------------------------------------------------------------
\21\ 17 CFR 240.19b-4(f)(6).
\22\ 17 CFR 240.19b-4(f)(6)(iii).
\23\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
[[Page 31286]]
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-BatsBZX-2016-16 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-BatsBZX-2016-16. 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 will also 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-BatsBZX-2016-16 and should
be submitted on or before June 8, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
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\24\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-11641 Filed 5-17-16; 8:45 am]
BILLING CODE 8011-01-P