Self-Regulatory Organizations; Bats EDGA Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change to EDGA Rule 11.11, Routing to Away Trading Centers, 75466-75468 [2016-26133]
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75466
Federal Register / Vol. 81, No. 210 / Monday, October 31, 2016 / Notices
it appears to the Commission that such
action is: (1) Necessary or appropriate in
the public interest; (2) for the protection
of investors; or (3) 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.
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:
BatsBZX–2016–65, and should be
submitted on or before November 21,
2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.32
Brent J. Fields,
Secretary.
[FR Doc. 2016–26132 Filed 10–28–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79150; File No. SR–
BatsEDGA–2016–22]
sradovich on DSK3GMQ082PROD 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–
BatsBZX–2016–65 on the subject line.
Self-Regulatory Organizations; Bats
EDGA Exchange, Inc.; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change to EDGA Rule
11.11, Routing to Away Trading
Centers
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–2016–65. 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–
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 October
12, 2016, Bats EDGA Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGA’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III 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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October 25, 2016.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange filed a proposal to
amend Exchange Rule 11.11(a) to
describe when an order that includes a
Short Sale instruction may be eligible
for routing when a short sale price test
restriction is in effect.
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.
32 17
CFR 200.30–3(a)(12).
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).
1 15
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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 proposes to amend
Exchange Rule 11.11(a) to describe
when an order that includes a Short
Sale 5 instruction may be eligible for
routing when a short sale price test
restriction is in effect. Under Rule 201
of Regulation SHO,6 a short sale order
in covered security 7 generally cannot be
executed or displayed by a Trading
Center,8 such as the Exchange, at a price
that is at or below the current national
best bid (‘‘NBB’’) 9 when a short sale
circuit breaker is in effect for the
covered security (the ‘‘short sale price
test restriction’’).10
5 See Exchange Rule 11.6(o). The term ‘‘short
sale’’ is defined as ‘‘any sale of a security which the
seller does not own or any sale which is
consummated by the delivery of a security
borrowed by, or for the account of, the seller.’’ 17
CFR 242.200(a).
6 See 17 CFR 242.201; Securities Exchange Act
Release No. 61595 (February 26, 2010), 75 FR 11232
(March 10, 2010).
7 Rule 201(a)(1) of Regulation SHO defines the
term ‘‘covered security’’ to mean any ‘‘NMS stock’’
as defined under Rule 600(b)(47) of Regulation
NMS. Rule 600(b)(47) of Regulation NMS defines an
‘‘NMS stock’’ as ‘‘any NMS security other than an
option.’’ Rule 600(b)(46) of Regulation NMS defines
an ‘‘NMS security’’ as ‘‘any security or class of
securities for which transaction reports are
collected, processed, and made available pursuant
to an effective transaction reporting plan, or an
effective national market system plan for reporting
transactions in listed options.’’ 17 CFR
242.201(a)(1); 17 CFR 242.600(b)(46); and 17 CFR
242.600(b)(47).
8 Rule 201(a)(9) of Regulation SHO states that the
term ‘‘Trading Center’’ shall have the same meaning
as in Rule 600(b)(78) of Regulation NMS. Rule
600(b)(78) of Regulation NMS defines a ‘‘Trading
Center’’ as ‘‘a national securities exchange or
national securities association that operates an SRO
trading facility, an alternative trading system, an
exchange market maker, an OTC market maker, or
any other broker or dealer that executes orders
internally by trading as principal or crossing orders
as agent.’’ 17 CFR 242.200(a)(9); 17 CFR
242.600(b)(78).
9 17 CFR 242.201(a)(4); 17 CFR 242.600(b)(42).
10 17 CFR 242.201(b)(1).
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Federal Register / Vol. 81, No. 210 / Monday, October 31, 2016 / Notices
sradovich on DSK3GMQ082PROD with NOTICES
Under Rule 11.11(a), an order that
includes a Short Sale instruction when
a short sale price test restriction
pursuant to Rule 201 of Regulation SHO
is in effect is not eligible for routing by
the Exchange. If an order is ineligible for
routing due to a Short Sale Circuit
Breaker 11 being in effect and such order
contains a Time-in-Force of Immediateor-Cancel (‘‘IOC’’),12 then the order will
be cancelled. For any other order
ineligible for routing due to a Short Sale
Circuit Breaker being in effect, the
Exchange will post the unfilled balance
of the order to the EDGA Book,13 treat
the order as if it included a Book Only 14
or Post Only 15 instruction, and subject
it to the Re-Pricing Instructions to
Comply with Rule 201 of Regulation
SHO, as described in Rule Exchange
11.6(l)(2),16 unless the User has elected
the order Cancel Back as described in
Exchange Rule 11.6(b).
The Exchange proposes to specify in
Rule 11.11(a) that orders that include a
Short Sale instruction may be eligible
for routing by the Exchange when a
Short Sale Circuit Breaker is in effect
where the User 17 selects the Post to
Away 18 routing option. In contrast to all
other routing strategies, which are
routed to other Trading Centers for
immediate execution, the Post to Away
routing option is an order that is sent to
other Trading Centers for posting and/
or later execution as further described
below. Under the Post to Away routing
option, the remainder of a routed order
is routed to and posted to the order book
of a destination on the System routing
table,19 as specified by the User. Orders
routed pursuant to the Post to Away
routing option that include a Short Sale
instruction are identified as ‘‘short’’ are
subject to the receiving Trading Center’s
processes for handling short sale orders
11 In order to use consistent terminology, the
Exchange proposes to replace the term ‘‘short sale
price test restriction’’ with ‘‘Short Sale Circuit
Breaker’’ within the first sentence of Rule 11.11(a).
12 See Exchange Rule 11.6(q)(1).
13 See Exchange Rule 1.5(d).
14 See Exchange Rule 11.6(n)(3).
15 See Exchange Rule 11.6(n)(4).
16 In sum, under Exchange Rule 11.6(l)(2), an
order to sell with a Short Sale instruction that, at
the time of entry, could not be executed or
displayed in compliance with Rule 201 of
Regulation SHO will be re-priced by the System at
the Permitted Price. See Exchange Rule 11.6(l)(2)
for a full description of the Exchange’s Re-Pricing
Instructions to Comply with Rule 201 of Regulation
SHO.
17 See Exchange Rule 1.5(cc).
18 See 11.11(g)(15).
19 The term ‘‘System routing table’’ is defined as
the ‘‘the proprietary process for determining the
specific trading venues to which the System routes
orders and the order in which it routes them.’’ See
Exchange Rule 11.11(g).
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17:53 Oct 28, 2016
Jkt 241001
in compliance with Rule 201 of
Regulation SHO.20
Under Exchange Rule 11.11(a), orders
that include a Short Sale instruction and
a Time-in-Force of IOC that are not
eligible for routing during a Short Sale
Circuit Breaker will continue to be
cancelled. For any other order that
includes a Short Sale instruction that is
ineligible for routing due to a Short Sale
Circuit Breaker being in effect, the
Exchange will continue to post the
unfilled balance of the order to the
EDGA Book, treat the order as if it
included a Book Only or Post Only
instruction, and subject it to the RePricing Instructions to Comply with
Rule 201 of Regulation SHO, as
described in Rule 11.6(l)(2), unless the
User has elected the order Cancel Back
as described in Rule 11.6(b).
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act 21 and furthers
the objectives of Section 6(b)(5) of the
Act 22 because it is designed to promote
just and equitable principles of trade,
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, and, in
general, protect investors and the public
interest. Specifically, the proposed
changes are designed to ensure clarity in
the Exchange’s rulebook with respect to
the routing of orders in compliance with
Rule 201 of Regulation SHO. In
addition, providing Users the ability to
send short sale orders that are routable
pursuant to the Post to Away routing
option provides them additional
flexibility with regard to the handling of
their orders. The Exchange notes that
orders that include a Short Sale
instruction routed pursuant to the Post
to Away routing option are identified as
‘‘short’’ and, therefore, subject to the
receiving Trading Center’s processes for
handling short sale orders in
compliance with Regulation SHO.23 The
Exchange also notes that other national
securities exchanges do not expressly
prohibit the routing of short sale orders.
For example, Nasdaq and NYSE Arca,
Inc. (‘‘NYSE Arca’’) allow for the routing
of short sale orders generally, and do
20 See, e.g., Nasdaq Stock Market LLC (‘‘Nasdaq’’)
Rule 4763; New York Stock Exchange, Inc.
(‘‘NYSE’’) Rule 440B; and Nasdaq’s Regulation SHO
Frequently Asked Questions (updated March 10,
2011), available at https://nasdaqtrader.com/
content/marketregulation/regsho/regshoFAQs.pdf.
21 15 U.S.C. 78f(b).
22 15 U.S.C. 78f(b)(5).
23 See supra note 20.
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75467
not limit a short sale order’s ability to
route to certain routing options.24 Thus,
the proposal is directly targeted at
removing impediments to and
perfecting the mechanism of a free and
open market and national market
system. The proposed rule change also
is designed to support the principles of
Section 11A(a)(1) 25 of the Act in that it
seeks to assure fair competition among
brokers and dealers and among
exchange markets.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange is simply proposing to reflect
in its rules that orders that include a
Short Sale instruction may be routed to
an away marked for execution under
one specific routing strategy offered by
the Exchange.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Not applicable.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (A) Significantly affect
the protection of investors or the public
interest; (B) impose any significant
burden on competition; and (C) by its
terms, become operative for 30 days
from the date on which it was filed or
such shorter time as the Commission
may designate it has become effective
pursuant to Section 19(b)(3)(A) of the
Act 26 and paragraph (f)(6) of Rule 19b–
4 thereunder,27 the Exchange has
designated this rule filing as noncontroversial. The Exchange has given
the Commission written notice of its
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.
24 See e.g., Nasdaq Rules 4702(a) (stating
generally that an ‘‘[o]rder may . . . may be routed
to other market centers for potential execution if
designated as ‘Routable’ ’’) and 4763 (not
prohibiting the routing of a short sale order during
a short sale price test). See also e.g., NYSE Arca
Rule 7.6P (not prohibiting the routing of a short sale
order during a short sale price test).
25 15 U.S.C. 78k–1(a)(1).
26 15 U.S.C. 78s(b)(3)(A).
27 17 CFR 240.19b–4.
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75468
Federal Register / Vol. 81, No. 210 / Monday, October 31, 2016 / Notices
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: (1) Necessary or appropriate in
the public interest; (2) for the protection
of investors; or (3) 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.
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:
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
BatsEDGA–2016–22, and should be
submitted on or before November 21,
2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.28
Brent J. Fields,
Secretary.
[FR Doc. 2016–26133 Filed 10–28–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79154; File No. SR–BX–
2016–054]
sradovich on DSK3GMQ082PROD 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–
BatsEDGA–2016–22 on the subject line.
Self-Regulatory Organizations;
NASDAQ BX, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Add Commentary .14
to Rule 4770 (Compliance With
Regulation NMS Plan To Implement a
Tick Size Pilot)
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–BatsEDGA–2016–22. 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
October 25, 2016.
VerDate Sep<11>2014
17:53 Oct 28, 2016
Jkt 241001
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
17, 2016, NASDAQ BX, Inc. (‘‘BX’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I and II,
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to add
Commentary .14 to Rule 4770
(Compliance with Regulation NMS Plan
to Implement a Tick Size Pilot) to
provide the SEC with notice of its efforts
to re-program its systems to eliminate a
re-pricing functionality for certain
orders in Test Group Three securities in
connection with the Regulation NMS
Plan to Implement a Tick Size Pilot
Program (‘‘Plan’’ or ‘‘Pilot’’).3 BX also
proposes to re-number current
Commentary .12 relating to the Block
28 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. 74892
(May 6, 2015), 80 FR 27513 (May 13, 2015)
(‘‘Approval Order’’).
1 15
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Size exception to Commentary .13 as a
technical correction.
The text of the proposed rule change
is set forth below. Proposed new
language is in italics; deleted text is in
brackets.
*
*
*
*
*
NASDAQ BX Rules
*
*
*
*
*
4770. Compliance With Regulation NMS
Plan To Implement a Tick Size Pilot
(a) through (d) No Change.
Commentary: .01–.12 No change.
.1[2]3 For purposes of qualifying for the
Block Size exception under paragraph
(c)(3)(D)(iii) of this Rule, the Order must have
a size of 5,000 shares or more and the
resulting execution upon entry must have a
size of 5,000 shares or more in aggregate.
.14 Until October 31, 2016, the treatment
of Price to Comply Orders, Price to Display
Orders, Non-Displayed Orders, and PostOnly Orders that are entered through the
OUCH or FLITE protocols in Test Group
Three securities shall be as follows:
Following entry, and if market conditions
allow, a Price to Comply Order in a Test
Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the
NBBO until such time as the Price to Comply
Order is able to be ranked and displayed at
its original entered limit price.
Following entry, and if market conditions
allow, a Price to Display Order in a Test
Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the
NBBO until such time as the Price to Display
Order is able to be ranked and displayed at
its original entered limit price.
Following entry, and if market conditions
allow, a Non-Displayed Order in a Test
Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the
NBBO up (down) to the Order’s limit price.
Following entry, and if market conditions
allow, the Post-Only Order in a Test Group
Three Pilot Security will be adjusted
repeatedly in accordance with changes to the
NBBO or the best price on the Exchange
Book, as applicable until such time as the
Post-Only Order is able to be ranked and
displayed at its original entered limit price.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
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Agencies
[Federal Register Volume 81, Number 210 (Monday, October 31, 2016)]
[Notices]
[Pages 75466-75468]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-26133]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79150; File No. SR-BatsEDGA-2016-22]
Self-Regulatory Organizations; Bats EDGA Exchange, Inc.; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change to EDGA
Rule 11.11, Routing to Away Trading Centers
October 25, 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 October 12, 2016, Bats EDGA Exchange, Inc. (the ``Exchange'' or
``EDGA'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III 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 the
Substance of the Proposed Rule Change
The Exchange filed a proposal to amend Exchange Rule 11.11(a) to
describe when an order that includes a Short Sale instruction may be
eligible for routing when a short sale price test restriction is in
effect.
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 proposes to amend Exchange Rule 11.11(a) to describe
when an order that includes a Short Sale \5\ instruction may be
eligible for routing when a short sale price test restriction is in
effect. Under Rule 201 of Regulation SHO,\6\ a short sale order in
covered security \7\ generally cannot be executed or displayed by a
Trading Center,\8\ such as the Exchange, at a price that is at or below
the current national best bid (``NBB'') \9\ when a short sale circuit
breaker is in effect for the covered security (the ``short sale price
test restriction'').\10\
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\5\ See Exchange Rule 11.6(o). The term ``short sale'' is
defined as ``any sale of a security which the seller does not own or
any sale which is consummated by the delivery of a security borrowed
by, or for the account of, the seller.'' 17 CFR 242.200(a).
\6\ See 17 CFR 242.201; Securities Exchange Act Release No.
61595 (February 26, 2010), 75 FR 11232 (March 10, 2010).
\7\ Rule 201(a)(1) of Regulation SHO defines the term ``covered
security'' to mean any ``NMS stock'' as defined under Rule
600(b)(47) of Regulation NMS. Rule 600(b)(47) of Regulation NMS
defines an ``NMS stock'' as ``any NMS security other than an
option.'' Rule 600(b)(46) of Regulation NMS defines an ``NMS
security'' as ``any security or class of securities for which
transaction reports are collected, processed, and made available
pursuant to an effective transaction reporting plan, or an effective
national market system plan for reporting transactions in listed
options.'' 17 CFR 242.201(a)(1); 17 CFR 242.600(b)(46); and 17 CFR
242.600(b)(47).
\8\ Rule 201(a)(9) of Regulation SHO states that the term
``Trading Center'' shall have the same meaning as in Rule 600(b)(78)
of Regulation NMS. Rule 600(b)(78) of Regulation NMS defines a
``Trading Center'' as ``a national securities exchange or national
securities association that operates an SRO trading facility, an
alternative trading system, an exchange market maker, an OTC market
maker, or any other broker or dealer that executes orders internally
by trading as principal or crossing orders as agent.'' 17 CFR
242.200(a)(9); 17 CFR 242.600(b)(78).
\9\ 17 CFR 242.201(a)(4); 17 CFR 242.600(b)(42).
\10\ 17 CFR 242.201(b)(1).
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Under Rule 11.11(a), an order that includes a Short Sale
instruction when a short sale price test restriction pursuant to Rule
201 of Regulation SHO is in effect is not eligible for routing by the
Exchange. If an order is ineligible for routing due to a Short Sale
Circuit Breaker \11\ being in effect and such order contains a Time-in-
Force of Immediate-or-Cancel (``IOC''),\12\ then the order will be
cancelled. For any other order ineligible for routing due to a Short
Sale Circuit Breaker being in effect, the Exchange will post the
unfilled balance of the order to the EDGA Book,\13\ treat the order as
if it included a Book Only \14\ or Post Only \15\ instruction, and
subject it to the Re-Pricing Instructions to Comply with Rule 201 of
Regulation SHO, as described in Rule Exchange 11.6(l)(2),\16\ unless
the User has elected the order Cancel Back as described in Exchange
Rule 11.6(b).
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\11\ In order to use consistent terminology, the Exchange
proposes to replace the term ``short sale price test restriction''
with ``Short Sale Circuit Breaker'' within the first sentence of
Rule 11.11(a).
\12\ See Exchange Rule 11.6(q)(1).
\13\ See Exchange Rule 1.5(d).
\14\ See Exchange Rule 11.6(n)(3).
\15\ See Exchange Rule 11.6(n)(4).
\16\ In sum, under Exchange Rule 11.6(l)(2), an order to sell
with a Short Sale instruction that, at the time of entry, could not
be executed or displayed in compliance with Rule 201 of Regulation
SHO will be re-priced by the System at the Permitted Price. See
Exchange Rule 11.6(l)(2) for a full description of the Exchange's
Re-Pricing Instructions to Comply with Rule 201 of Regulation SHO.
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The Exchange proposes to specify in Rule 11.11(a) that orders that
include a Short Sale instruction may be eligible for routing by the
Exchange when a Short Sale Circuit Breaker is in effect where the User
\17\ selects the Post to Away \18\ routing option. In contrast to all
other routing strategies, which are routed to other Trading Centers for
immediate execution, the Post to Away routing option is an order that
is sent to other Trading Centers for posting and/or later execution as
further described below. Under the Post to Away routing option, the
remainder of a routed order is routed to and posted to the order book
of a destination on the System routing table,\19\ as specified by the
User. Orders routed pursuant to the Post to Away routing option that
include a Short Sale instruction are identified as ``short'' are
subject to the receiving Trading Center's processes for handling short
sale orders in compliance with Rule 201 of Regulation SHO.\20\
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\17\ See Exchange Rule 1.5(cc).
\18\ See 11.11(g)(15).
\19\ The term ``System routing table'' is defined as the ``the
proprietary process for determining the specific trading venues to
which the System routes orders and the order in which it routes
them.'' See Exchange Rule 11.11(g).
\20\ See, e.g., Nasdaq Stock Market LLC (``Nasdaq'') Rule 4763;
New York Stock Exchange, Inc. (``NYSE'') Rule 440B; and Nasdaq's
Regulation SHO Frequently Asked Questions (updated March 10, 2011),
available at https://nasdaqtrader.com/content/marketregulation/regsho/regshoFAQs.pdf.
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Under Exchange Rule 11.11(a), orders that include a Short Sale
instruction and a Time-in-Force of IOC that are not eligible for
routing during a Short Sale Circuit Breaker will continue to be
cancelled. For any other order that includes a Short Sale instruction
that is ineligible for routing due to a Short Sale Circuit Breaker
being in effect, the Exchange will continue to post the unfilled
balance of the order to the EDGA Book, treat the order as if it
included a Book Only or Post Only instruction, and subject it to the
Re-Pricing Instructions to Comply with Rule 201 of Regulation SHO, as
described in Rule 11.6(l)(2), unless the User has elected the order
Cancel Back as described in Rule 11.6(b).
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act \21\ and furthers the objectives of
Section 6(b)(5) of the Act \22\ because it is designed to promote just
and equitable principles of trade, remove impediments to and perfect
the mechanism of a free and open market and a national market system,
foster cooperation and coordination with persons engaged in
facilitating transactions in securities, and, in general, protect
investors and the public interest. Specifically, the proposed changes
are designed to ensure clarity in the Exchange's rulebook with respect
to the routing of orders in compliance with Rule 201 of Regulation SHO.
In addition, providing Users the ability to send short sale orders that
are routable pursuant to the Post to Away routing option provides them
additional flexibility with regard to the handling of their orders. The
Exchange notes that orders that include a Short Sale instruction routed
pursuant to the Post to Away routing option are identified as ``short''
and, therefore, subject to the receiving Trading Center's processes for
handling short sale orders in compliance with Regulation SHO.\23\ The
Exchange also notes that other national securities exchanges do not
expressly prohibit the routing of short sale orders. For example,
Nasdaq and NYSE Arca, Inc. (``NYSE Arca'') allow for the routing of
short sale orders generally, and do not limit a short sale order's
ability to route to certain routing options.\24\ Thus, the proposal is
directly targeted at removing impediments to and perfecting the
mechanism of a free and open market and national market system. The
proposed rule change also is designed to support the principles of
Section 11A(a)(1) \25\ of the Act in that it seeks to assure fair
competition among brokers and dealers and among exchange markets.
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\21\ 15 U.S.C. 78f(b).
\22\ 15 U.S.C. 78f(b)(5).
\23\ See supra note 20.
\24\ See e.g., Nasdaq Rules 4702(a) (stating generally that an
``[o]rder may . . . may be routed to other market centers for
potential execution if designated as `Routable' '') and 4763 (not
prohibiting the routing of a short sale order during a short sale
price test). See also e.g., NYSE Arca Rule 7.6P (not prohibiting the
routing of a short sale order during a short sale price test).
\25\ 15 U.S.C. 78k-1(a)(1).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act. The Exchange is
simply proposing to reflect in its rules that orders that include a
Short Sale instruction may be routed to an away marked for execution
under one specific routing strategy offered by the Exchange.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Not applicable.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (A)
Significantly affect the protection of investors or the public
interest; (B) impose any significant burden on competition; and (C) by
its terms, become operative for 30 days from the date on which it was
filed or such shorter time as the Commission may designate it has
become effective pursuant to Section 19(b)(3)(A) of the Act \26\ and
paragraph (f)(6) of Rule 19b-4 thereunder,\27\ the Exchange has
designated this rule filing as non-controversial. The Exchange has
given the Commission written notice of its 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.
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\26\ 15 U.S.C. 78s(b)(3)(A).
\27\ 17 CFR 240.19b-4.
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[[Page 75468]]
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: (1)
Necessary or appropriate in the public interest; (2) for the protection
of investors; or (3) 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.
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-BatsEDGA-2016-22 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-BatsEDGA-2016-22. 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-BatsEDGA-2016-22, and should
be submitted on or before November 21, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\28\
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\28\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2016-26133 Filed 10-28-16; 8:45 am]
BILLING CODE 8011-01-P