Self-Regulatory Organizations; Bats BZX Exchange, Inc.; Notice of Filing of a Proposed Rule Change To Amend Exchange Rule 11.23, Auctions, To Enhance the Reopening Auction Process Following a Trading Halt Declared Pursuant to the Plan To Address Extraordinary Market Volatility Pursuant to Rule 608 of Regulation NMS, 75875-75879 [2016-26300]
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asabaliauskas on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 81, No. 211 / Tuesday, November 1, 2016 / Notices
the loans’ duration will be no more than
7 days.2
2. Applicants anticipate that the
proposed facility would provide a
borrowing Fund with a source of
liquidity at a rate lower than the bank
borrowing rate at times when the cash
position of the Fund is insufficient to
meet temporary cash requirements. In
addition, Funds making short-term cash
loans directly to other Funds would
earn interest at a rate higher than they
otherwise could obtain from investing
their cash in repurchase agreements or
certain other short term money market
instruments. Thus, applicants assert that
the facility would benefit both
borrowing and lending Funds.
3. Applicants agree that any order
granting the requested relief will be
subject to the terms and conditions
stated in the application. Among others,
the Adviser, through a designated
committee, would administer the
facility as a disinterested fiduciary as
part of its duties under the investment
management agreements with the Funds
and would receive no additional fee as
compensation for its services in
connection with the administration of
the facility. The facility would be
subject to oversight and certain
approvals by the Funds’ Board,
including, among others, approval of the
interest rate formula and of the method
for allocating loans across Funds, as
well as review of the process in place to
evaluate the liquidity implications for
the Funds. A Fund’s aggregate
outstanding interfund loans will not
exceed 15% of its net assets, and the
Fund’s loans to any one Fund will not
exceed 5% of the lending Fund’s net
assets.3
4. Applicants assert that the facility
does not raise the concerns underlying
section 12(d)(1) of the Act given that the
Funds are part of the same group of
investment companies and there will be
no duplicative costs or fees to the
Funds.4 Applicants also assert that the
proposed transactions do not raise the
concerns underlying sections 17(a)(1),
17(a)(3), 17(d) and 21(b) of the Act as
the Funds would not engage in lending
transactions that unfairly benefit
insiders or are detrimental to the Funds.
Applicants state that the facility will
offer both reduced borrowing costs and
enhanced returns on loaned funds to all
2 Any Fund, however, will be able to call a loan
on one business day’s notice.
3 Under certain circumstances, a borrowing Fund
will be required to pledge collateral to secure the
loan.
4 Applicants state that the obligation to repay an
interfund loan could be deemed to constitute a
security for the purposes of sections 17(a)(1) and
12(d)(1) of the Act.
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participating Funds and each Fund
would have an equal opportunity to
borrow and lend on equal terms based
on an interest rate formula that is
objective and verifiable. With respect to
the relief from section 17(a)(2) of the
Act, applicants note that any collateral
pledged to secure an interfund loan
would be subject to the same conditions
imposed by any other lender to a Fund
that imposes conditions on the quality
of or access to collateral for a borrowing
(if the lender is another Fund) or the
same or better conditions (in any other
circumstance).5
5. Applicants also believe that the
limited relief from section 18(f)(1) of the
Act that is necessary to implement the
facility (because the lending Funds are
not banks) is appropriate in light of the
conditions and safeguards described in
the application and because the Funds
would remain subject to the
requirement of section 18(f)(1) that all
borrowings of a Fund, including
combined interfund loans and bank
borrowings, have at least 300% asset
coverage.
6. Section 6(c) of the Act permits the
Commission to exempt any persons or
transactions from any provision of the
Act if such exemption is necessary or
appropriate in the public interest and
consistent with the protection of
investors and the purposes fairly
intended by the policy and provisions of
the Act. Section 12(d)(1)(J) of the Act
provides that the Commission may
exempt any person, security, or
transaction, or any class or classes of
persons, securities, or transactions, from
any provision of section 12(d)(1) if the
exemption is consistent with the public
interest and the protection of investors.
Section 17(b) of the Act authorizes the
Commission to grant an order
permitting a transaction otherwise
prohibited by section 17(a) if it finds
that (a) the terms of the proposed
transaction are fair and reasonable and
do not involve overreaching on the part
of any person concerned; (b) the
proposed transaction is consistent with
the policies of each registered
investment company involved; and (c)
the proposed transaction is consistent
with the general purposes of the Act.
Rule 17d–1(b) under the Act provides
that in passing upon an application filed
under the rule, the Commission will
consider whether the participation of
the registered investment company in a
joint enterprise, joint arrangement or
profit sharing plan on the basis
proposed is consistent with the
provisions, policies and purposes of the
Act and the extent to which such
participation is on a basis different from
or less advantageous than that of the
other participants.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Brent J. Fields,
Secretary.
[FR Doc. 2016–26305 Filed 10–31–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79162; File No. SR–
BatsBZX–2016–61]
Self-Regulatory Organizations; Bats
BZX Exchange, Inc.; Notice of Filing of
a Proposed Rule Change To Amend
Exchange Rule 11.23, Auctions, To
Enhance the Reopening Auction
Process Following a Trading Halt
Declared Pursuant to the Plan To
Address Extraordinary Market
Volatility Pursuant to Rule 608 of
Regulation NMS
October 26, 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
13, 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 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
amend Exchange Rule 11.23, Auctions,
to enhance the reopening auction
process following a trading halt
declared pursuant to the Plan to
Address Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation NMS
under the Act (the ‘‘Limit Up-Limit
Down Plan’’ or ‘‘Plan’’).3 The Exchange
also proposes to amend Rule 11.17,
Clearly Erroneous Executions, to
exclude executions that are a result of
1 15
5 Applicants
state that any pledge of securities to
secure an interfund loan could constitute a
purchase of securities for purposes of section
17(a)(2) of the Act.
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75875
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012) (the
‘‘Limit Up-Limit Down Release’’).
2 17
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a Halt Auction from being reviewed as
clearly erroneous.
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
asabaliauskas on DSK3SPTVN1PROD with NOTICES
1. Purpose
The Exchange proposes to amend
Exchange Rule 11.23, Auctions, to
enhance the reopening auction process
following a trading halt declared
pursuant to the Limit Up-Limit Down
Plan. The Exchange also proposes to
amend Rule 11.17, Clearly Erroneous
Executions, to exclude executions that
are a result of a Halt Auction from being
reviewed as clearly erroneous.
Background
The Operating Committee for the
Plan, with input from the Advisory
Committee to the Plan and staff of the
Commission, has identified a number of
enhancements to the reopening process
following a Trading Pause that will be
addressed in a combination of a
proposed amendment to the Plan and
amendments to the rules of the Primary
Listing Exchanges.4 The Exchange is a
Participant of the Plan and a member of
the Operating Committee.
The Participants submitted to the
Commission a proposal to amend the
Plan to provide that a Trading Pause
will continue until the Primary Listing
Exchange has reopened trading using its
established reopening procedures and
reports a Reopening Price.5 The
4 Unless otherwise specified, capitalized terms
used herein have the same meaning as set forth in
the Plan or in Exchange rules.
5 See letter from Elizabeth K. King, General
Counsel, NYSE, to Brent J. Fields, Secretary,
Commission, dated September 16, 2016
(‘‘Amendment No. 12’’).
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Participants further proposed to
eliminate the current allowance for a
trading center to resume trading in an
NMS Stock following a Trading Pause if
the Primary Listing Exchange has not
reported a Reopening Price within ten
minutes after the declaration of a
Trading Pause and has not declared a
Regulatory Halt. In addition, to close
any gaps of potential scenarios when
trading may resume without Price
Bands, the Participants proposed to
amend the Plan to provide that a trading
center may not resume trading in an
NMS Stock following a Trading Pause
without Price Bands in such NMS
Stock. To address potential scenarios of
when there may not be a Reopening
Price from the Primary Listing Exchange
from which to calculate Price Bands, the
Participants propose to make related
amendments to the Plan to address
when trading may resume if the Primary
Listing Exchange is unable to reopen
due to a systems or technology issue
and how the Reference Price would be
determined either under such
circumstances or if the Primary Listing
Exchange reopens trading on a zero bid
or zero quote, or both.
In connection with the proposed Plan
amendments, the Participants have
agreed on a standardized approach for
how the Primary Listing Exchanges
should conduct certain aspects of an
automated reopening following a
Trading Pause. Specifically, because
trading centers would not be permitted
to resume trading in an NMS Stock until
there is a Reopening Price, the
Participants believe it is appropriate for
the Primary Listing Exchanges to adopt
uniform standards for determining
whether and when to conduct such
automated reopenings, including what
price collar thresholds would be
applicable to such automated
reopenings and how to provide for
extensions of when a reopening auction
would be conducted. The goal of such
changes would be to ensure that all
market order interest could be satisfied
in an automated reopening auction.
More specifically, the Participants
have agreed that if there is an imbalance
of market orders, or if the Reopening
Price would be outside of specified
price collar thresholds, the Trading
Pause would be extended an additional
five minutes in order to provide
additional time to attract offsetting
liquidity. If at the end of such extension,
market orders still cannot be satisfied
within price collar thresholds or if the
reopening auction would be priced
outside of the applicable price collar
thresholds, the Primary Listing
Exchange would extend the Trading
Pause an additional five minutes. With
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each such extension, the Participants
have agreed that it would be appropriate
to widen the price collar threshold on
the side of the market on which there is
buying or selling pressure.
With respect to price collar
thresholds, the Participants have agreed
that the reference price for calculating
price collar thresholds would be the
price of the limit state that preceded the
Trading Pause, i.e., either the Lower or
Upper Price Band price. If there is
selling pressure, for NMS Stocks priced
more than $3.00, the lower collar for the
auction would be the Lower Price Band
minus five percent and the upper collar
would be the Upper Price Band; if there
is buying pressure, the upper collar for
the auction would be the Upper Price
Band plus five percent and the lower
collar would be the Lower Price Band.
For each extension, the collars would be
widened an additional five percent, but
only on the side of the Impermissible
Price (as defined and discussed below).6
The Participants believe that widening
collars only in the direction of the
Impermissible Price would address
issues relating to the concept of mean
reversion.
Finally, the Participants have agreed
that the proposed new procedures for
reopening trading following a Trading
Pause reduces the potential that an
order or orders entered by one or more
Members caused such execution to be
clearly erroneous. Specifically, the
Participants believe that the proposed
standardized procedures for reopening
trading following a Trading Pause
incorporates a methodology that allows
for widened collars, which may result in
a reopening price away from prior
trading prices, but which reopening
price would be a result of a measured
and transparent process that eliminates
the potential that such trade would be
considered erroneous.
As a Primary Listing Exchange, the
Exchange proposes to amend Rule
11.23(d) to implement the proposed
uniform trading practices with respect
to reopening a security following a
Trading Pause and amend Rule 11.17,
Clearly Erroneous Executions, to
preclude Members from requesting a
review of a Trading Halt Auction as a
clearly erroneous execution, as
described below.
Description of Changes to the Halt
Auction Process
To effect the proposed enhancements
that would be implemented by all
Primary Listing Exchanges, the
Exchange proposes to incorporate the
6 For NMS Stocks that are priced $3.00 and
under, the price collar threshold would be $0.15.
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asabaliauskas on DSK3SPTVN1PROD with NOTICES
above items that were agreed to amongst
the Participants under Exchange Rule
11.23(d), IPO and Halt Auctions. First,
the Exchange proposes to adopt new
paragraph (C) under Rule 11.23(d)(2)
titled ‘‘Incremental Quote Period
Extensions for Halt Auctions Following
a Trading Pause.’’ 7 Under Exchange
Rule 11.23(d)(1)(A), the Quote-Only
Period 8 with respect to a Halt Auction
commences five (5) minutes prior to
such Halt Auction. Proposed Rule
11.23(d)(2)(C) would provide for the
Quote-Only Period to be extended an
additional five (5) minutes should a Halt
Auction be unable to be performed due
to Market Order 9 imbalance under
11.23(d)(2)(B)(i) 10 or the Indicative
Price,11 before being adjusted for Halt
Auction Collars, is outside the Halt
Auction Collars set forth in proposed
subparagraphs (i) and (ii) to Exchange
Rule 11.23(d)(2)(C) discussed below
(either, an ‘‘Impermissible Price’’)
(‘‘Initial Extension Period’’).12
After the Initial Extension Period, the
Quote-Only Period shall be extended for
additional five (5) minute periods
should a Halt Auction be unable to be
performed due to an Impermissible
Price (‘‘Additional Extension Period’’)
until a Halt Auction occurs. The
Exchange shall attempt to conduct a
Halt Auction during the course of each
Additional Extension Period. The Halt
Auction will be cancelled at 3:50 p.m.
eastern time, at which time the auction
for the security shall be conducted
pursuant to the Volatility Closing
Auction process under section (e) of
Exchange Rule 11.23. Renumbered
paragraph (D) of Rule 11.23(d)(2) would
also be amended to make clear that the
Exchange will notify market
participants of the circumstances and
length of an extension of the QuoteOnly Period as proposed herein.
7 The Exchange proposes to renumber current
paragraphs (C) and (D) under Rule 11.23(d)(2) as (D)
and (E), respectively.
8 ‘‘Quote-Only Period’’ is defined as ‘‘a designated
period of time prior to a Halt Auction, a Volatility
Closing Auction, or an IPO Auction during which
Users may submit orders to the Exchange for
participation in the auction.’’ See Exchange Rule
11.23(a)(17).
9 See Exchange Rule 11.9(a)(2).
10 Under 11.23(d)(2)(B)(i), the Quote-Only Period
may be extended where there are unmatched
Market Orders on the Auction Book associated with
the auction.
11 ‘‘Indicative Price’’ is defined as ‘‘the price at
which the most shares from the Auction Book and
the Continuous Book would match.’’ See Exchange
Rule 11.23(a)(10).
12 The Quote-Only Period would not be extended
and the Halt Auction may occur where there is a
Limit Order imbalance, but no Market Order
imbalance exists and the Indicative Price is inside
the thresholds set forth in proposed subparagraphs
(i) and (ii) to Exchange Rule 11.23(d)(2)(C).
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Under proposed subparagraph (i) to
Rule 11.23(d)(2)(C), the Halt Auction
Reference Price shall equal the price of
the Upper or Lower Price Band that
triggered the halt. If the Halt Auction
Reference Price is the Lower (Upper)
Price Band, the initial lower (upper)
Halt Auction Collar shall be five (5)
percent less (greater) than the Halt
Auction Reference Price, rounded to the
nearest minimum price variation and
the upper (lower) Halt Auction Collar
shall be the Upper (Lower) Price Band.
For securities with a Halt Auction
Reference Price of $3.00 or less, the
initial lower (upper) Halt Auction Collar
shall be $0.15 less (greater) than the Halt
Auction Reference Price, rounded to the
nearest minimum price variation and
the upper (lower) Halt Auction Collar
shall be the Upper (Lower) Price Band.
Proposed subparagraph (ii) to Rule
11.23(d)(2)(C) would state that at the
beginning of the Initial Extension
Period, the upper (lower) Halt Auction
Collar shall be increased (decreased) by
five (5) percent in the direction of the
Impermissible Price rounded to the
nearest minimum price variation. For
securities with a Halt Auction Reference
Price of $3.00 or less, the Halt Auction
Collar shall be increased (decreased) in
$0.15 increments in the direction of
Impermissible Price. At the beginning of
each Additional Extension Period, the
Halt Auction Collar shall be widened by
the same amount as the Initial Extension
Period.
In addition, the Exchange proposes to
amend paragraph (d)(2)(A) of Rule 11.23
regarding the publication of BZX
Auction information. Under Rule
11.23(d)(2)(A), coinciding with the
beginning of the Quote-Only Period for
a security and updated every five
seconds thereafter, the Reference
Price,13 Indicative Price, Auction Only
Price,14 and the lesser of Reference Buy
Shares 15 and Reference Sell Shares 16
associated with the Halt Auction are
disseminated via electronic means. The
Exchange proposes to amend paragraph
(d)(2)(A) of Rule 11.23 to include the
Halt Auction Reference Price and Halt
Auction Collars as part of the
information to be publicly disseminated
as part of the Halt Auction process.
Renumbered paragraph (E) of Rule
11.23(d)(2) describes how the Exchange
determines the price of an IPO and Halt
Auction and states that orders will be
executed at the price that maximizes the
number of shares executed in the
auction. The Exchange proposes to
13 See
Exchange Rule 11.23(a)(19).
Exchange Rule 11.23(a)(2).
15 See Exchange Rule 11.23(a)(18).
16 See Exchange Rule 11.23(a)(21).
14 See
PO 00000
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Fmt 4703
Sfmt 4703
75877
amend renumbered paragraph (E) of
Rule 11.23(d)(2) to separately describe
how the price of an IPO and Halt
Auction are calculated. As amended, for
IPO Auctions for ETPs, orders will
continue to be executed at the price
level within the Collar Price Range that
maximizes the number of shares
executed in the auction. For Halt
Auctions for ETPs, orders will be
executed at the price level within the
Halt Auction Collars that maximizes the
number of shares executed in the
auction.
The Exchange also proposes to add
new paragraph (F) under Exchange Rule
11.23(d)(2). Proposed paragraph (F) to
Rule 11.23(d)(2) would state if a Trading
Pause is triggered by the Exchange or if
the Exchange is unable to reopen
trading at the end of the Trading Pause
due to a systems or technology issue,
the Exchange will immediately notify
the single plan processor responsible for
consolidation of information for the
security pursuant to Rule 603 of
Regulation NMS under the Securities
Exchange Act of 1934.
Lastly, the Exchange proposes to
amend Rule 11.17, Clearly Erroneous
Executions, to provide that Members
may not request a review of a Trading
Halt Auction under Rule 11.17(b),
which specifies the procedures for a
Member to request a review of an
execution as clearly erroneous. The
Exchange believes that this proposed
rule text would implement the proposed
standardized trading practice that
reopening auctions would not be
eligible for review by Members as a
clearly erroneous execution.17
Implementation Date
The Exchange proposes to implement
the proposed rule change following the
Commission’s approval of Amendment
No. 12 to the Plan. The Exchange will
announce the implementation date via a
trading notice to be issued after the
Commission’s approval of this proposed
rule change.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 18 in general, and furthers the
objectives of Section 6(b)(5) of the Act 19
in particular, in that it is designed to
promote just and equitable principles of
17 The Participants will be engaging in a more
comprehensive review of Rule 11.17 in connection
with amendments to the Plan relating to tiering of
securities and applicable percentage parameters.
The Exchange proposes to make this limited
amendment to Rule 11.17 as an initial step to
eliminating its clearly erroneous executions rules in
their current form.
18 15 U.S.C. 78f(b).
19 15 U.S.C. 78f(b)(5).
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Federal Register / Vol. 81, No. 211 / Tuesday, November 1, 2016 / Notices
trade, to foster cooperation and
coordination with persons engaged in
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. The Exchange believes
that the proposed rule change, together
with the proposed amendments to the
Plan, are necessary or appropriate in the
public interest, for the protection of
investors and 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.
The Exchange believes the proposed
changes would 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,
because they are designed, together with
the proposed amendments to the Plan,
to address the issues experienced on
August 24, 2015 by reducing the
number of repeat Trading Pauses in a
single NMS Stock. The proposed Plan
amendments are an essential component
to Participants’ goal of more
standardized processes across Primary
Listing Exchanges in reopening trading
following a Trading Pause, and
facilitates the production of an
equilibrium Reopening Price by
centralizing the reopening process
through the Primary Listing Exchange,
which would also improve the accuracy
of the reopening Price Bands. The
proposed Plan amendments support this
initiative by requiring trading centers to
wait to resume trading following
Trading Pause until there is a Reopening
Price.
This proposed rule change further
supports this initiative by proposing
uniform trading practices for reopening
trading following a Trading Pause. The
Exchange believes that the proposed
standardized approach for how the
Primary Listing Exchanges would
conduct certain aspects of an automated
reopening following a Trading Pause
would remove impediments to and
perfect the mechanism of a free and
open market and a national market
system because it would provide
certainty for market participants
regarding how a security would reopen
following a Trading Pause, regardless of
the listing exchange. The Exchange
further believes that the proposed
changes would remove impediments to
and perfect the mechanism of a free and
open market and a national market
system and protect investors and the
public interest because the goal of the
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00:01 Nov 01, 2016
Jkt 241001
proposed changes is to ensure that all
Market Order interest could be satisfied
in an automated reopening auction
while at the same time reducing the
potential for multiple Trading Pauses in
a single security due to a large order
imbalance.
The Exchange further believes that the
standardized proposal to extend a
Trading Pause an additional five
minutes would remove impediments to
and perfect the mechanism of a free and
open market and a national market
system because it would provide
additional time to attract offsetting
liquidity. If at the end of such extension,
Market Orders still cannot be satisfied
within the applicable price collar
thresholds or if the reopening auction
would be priced outside of the
applicable price collar thresholds, the
Primary Listing Exchange would extend
the Trading Pause an additional five
minutes, which the Exchange believes
would further protect investors and the
public interest by reducing the potential
for significant price disparity in postauction trading, which could otherwise
trigger another Trading Pause. With
each such extension, the Exchange
believes that widening the price collar
threshold on the side of the market on
which there is buying or selling
pressure would remove impediments to
and perfect the mechanism of a free and
open market and a national market
system because it would provide
additional time to attract offsetting
interest while at the same time
addressing that an imbalance may not
be resolved within the prior auction
collars.
With respect to price collar
thresholds, the Exchange believes that
using the price of the limit state that
preceded the Trading Pause, i.e., either
the Lower or Upper Price Band price,
would better reflect the most recent
price of the security and therefore
should be used as the reference price for
determining the auction collars for such
Halt Auction. The Exchange believes
that widening auction collars only in
the direction of the imbalance would
address issues relating to the concept of
mean reversion, which would protect
investors and the public interest by
reducing the potential for wide price
swings following a Halt Auction.
Finally, the Exchange believes that
precluding Members from requesting
review of a Halt Auction as a clearly
erroneous execution would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because
the proposed new procedures for
reopening trading following a Trading
Pause would reduce the possibility that
PO 00000
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Fmt 4703
Sfmt 4703
an order(s) from a Member caused a
Trading Halt Auction be clearly
erroneous. Specifically, the Exchange
believes that the proposed standardized
procedures for reopening trading
following a Trading Pause incorporates
a methodology that allows for widened
collars, which may result in a reopening
price away from prior trading prices, but
which reopening price would be a result
of a measured and transparent process
that eliminates the potential that such
trade would be considered erroneous.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange believes that the proposed
rule change is not designed to address
any competitive issues, but rather, to
achieve the Participants’ goal of more
standardized processes across Primary
Listing Exchanges in reopening trading
following a Trading Pause, and
facilitates the production of an
equilibrium reopening price by
centralizing the reopening process
through the Primary Listing Exchange,
which would also improve the accuracy
of the reopening Price Bands. The
Exchange believes that the proposed
rule change reduces the burden on
competition for market participants
because it promotes a transparent and
consistent process for reopening trading
following a Trading Pause regardless of
where a security may be listed. The
Exchange further believes that the
proposed rule change would not impose
any burden on competition because they
are designed to increase transparency
regarding the Exchange’s Trading Halt
Auction process while at the same time
increase the ability for offsetting interest
to participate in an auction, which
would assist in achieving pricing
equilibrium for such an auction.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
E:\FR\FM\01NON1.SGM
01NON1
Federal Register / Vol. 81, No. 211 / Tuesday, November 1, 2016 / Notices
submitted on or before November 22,
2016.
the self-regulatory organization
consents, the Commission will:
(A) By order approve or disapprove the
proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Brent J. Fields,
Secretary.
IV. Solicitation of Comments
[FR Doc. 2016–26300 Filed 10–31–16; 8:45 am]
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:
BILLING CODE 8011–01–P
Electronic Comments
Self-Regulatory Organizations; The
Nasdaq Stock Market LLC; Notice of
Filing of Proposed Rule Change To
Enhance the Reopening Auction
Process Following a Trading Halt
Declared Pursuant to the Plan To
Address Extraordinary Market
Volatility
• 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–2016–61 on the subject line.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
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–2016–61. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
BatsBZX–2016–61 and should be
VerDate Sep<11>2014
00:01 Nov 01, 2016
Jkt 241001
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79158; File No. SR–
NASDAQ–2016–131]
October 26, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
13, 2016, The Nasdaq Stock Market LLC
(‘‘Nasdaq’’ or ‘‘Exchange’’) 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 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 amend
Rule 4120 to enhance the reopening
auction process following a trading halt
declared pursuant to the Plan to
Address Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation NMS
under the Act (the ‘‘Limit Up-Limit
Down Plan’’ or ‘‘Plan’’).3 The Exchange
also proposes to amend Rule 4753
(‘‘Nasdaq Halt Cross’’) to include the
proposed new terms Auction Reference
Prices and Auction Collars in the
definition of Order Imbalance Indicator
for purposes of the reopening process
after Trading Pauses initiated under
Rule 4120(a)(12), and to amend Rule
11890 (‘‘Clearly Erroneous
Transactions’’) to provide that a member
20 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. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012) (the
‘‘Limit Up-Limit Down Release’’).
1 15
PO 00000
Frm 00075
Fmt 4703
Sfmt 4703
75879
cannot request a review of an execution
arising from a Halt Auction as a clearly
erroneous execution.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaq.cchwallstreet.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 aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Background
The Exchange, together with the Bats
BZX Exchange, Inc., Bats BYX
Exchange, Inc., Bats EDGA Exchange,
Inc., Bats EDGX Exchange, Inc., Chicago
Stock Exchange, Inc., the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’), Investors Exchange LLC,
National Stock Exchange, Inc.,
NASDAQ BX, Inc., NASDAQ PHLX
LLC, New York Stock Exchange LLC
(‘‘NYSE’’), NYSE Arca, Inc. (‘‘NYSE
Arca’’), and NYSE MKT LLC (‘‘NYSE
MKT’’) (collectively with the Exchange,
the ‘‘Participants’’) are parties to the
Plan to Address Extraordinary Market
Volatility Pursuant to Rule 608 of
Regulation NMS under the Securities
Exchange Act of 1934. The Participants
initially filed the Plan with the
Commission on April 5, 2011, which
was published for notice and comment.4
On May 24, 2012, the Participants filed
an amendment to the Plan and the Plan,
as amended, was approved by the
Commission on May 31, 2012.5 The
Participants filed a second amendment
to the Plan, which was immediately
4 See Securities Exchange Act Release No. 64547
(May 25, 2011), 76 FR 31647 (June 1, 2011) (File
No. 4–631).
5 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012) (File
No. 4–631) (‘‘Approval Order’’).
E:\FR\FM\01NON1.SGM
01NON1
Agencies
[Federal Register Volume 81, Number 211 (Tuesday, November 1, 2016)]
[Notices]
[Pages 75875-75879]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-26300]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79162; File No. SR-BatsBZX-2016-61]
Self-Regulatory Organizations; Bats BZX Exchange, Inc.; Notice of
Filing of a Proposed Rule Change To Amend Exchange Rule 11.23,
Auctions, To Enhance the Reopening Auction Process Following a Trading
Halt Declared Pursuant to the Plan To Address Extraordinary Market
Volatility Pursuant to Rule 608 of Regulation NMS
October 26, 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 13, 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
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange filed a proposal to amend Exchange Rule 11.23,
Auctions, to enhance the reopening auction process following a trading
halt declared pursuant to the Plan to Address Extraordinary Market
Volatility Pursuant to Rule 608 of Regulation NMS under the Act (the
``Limit Up-Limit Down Plan'' or ``Plan'').\3\ The Exchange also
proposes to amend Rule 11.17, Clearly Erroneous Executions, to exclude
executions that are a result of
[[Page 75876]]
a Halt Auction from being reviewed as clearly erroneous.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 67091 (May 31,
2012), 77 FR 33498 (June 6, 2012) (the ``Limit Up-Limit Down
Release'').
---------------------------------------------------------------------------
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 11.23, Auctions, to
enhance the reopening auction process following a trading halt declared
pursuant to the Limit Up-Limit Down Plan. The Exchange also proposes to
amend Rule 11.17, Clearly Erroneous Executions, to exclude executions
that are a result of a Halt Auction from being reviewed as clearly
erroneous.
Background
The Operating Committee for the Plan, with input from the Advisory
Committee to the Plan and staff of the Commission, has identified a
number of enhancements to the reopening process following a Trading
Pause that will be addressed in a combination of a proposed amendment
to the Plan and amendments to the rules of the Primary Listing
Exchanges.\4\ The Exchange is a Participant of the Plan and a member of
the Operating Committee.
---------------------------------------------------------------------------
\4\ Unless otherwise specified, capitalized terms used herein
have the same meaning as set forth in the Plan or in Exchange rules.
---------------------------------------------------------------------------
The Participants submitted to the Commission a proposal to amend
the Plan to provide that a Trading Pause will continue until the
Primary Listing Exchange has reopened trading using its established
reopening procedures and reports a Reopening Price.\5\ The Participants
further proposed to eliminate the current allowance for a trading
center to resume trading in an NMS Stock following a Trading Pause if
the Primary Listing Exchange has not reported a Reopening Price within
ten minutes after the declaration of a Trading Pause and has not
declared a Regulatory Halt. In addition, to close any gaps of potential
scenarios when trading may resume without Price Bands, the Participants
proposed to amend the Plan to provide that a trading center may not
resume trading in an NMS Stock following a Trading Pause without Price
Bands in such NMS Stock. To address potential scenarios of when there
may not be a Reopening Price from the Primary Listing Exchange from
which to calculate Price Bands, the Participants propose to make
related amendments to the Plan to address when trading may resume if
the Primary Listing Exchange is unable to reopen due to a systems or
technology issue and how the Reference Price would be determined either
under such circumstances or if the Primary Listing Exchange reopens
trading on a zero bid or zero quote, or both.
---------------------------------------------------------------------------
\5\ See letter from Elizabeth K. King, General Counsel, NYSE, to
Brent J. Fields, Secretary, Commission, dated September 16, 2016
(``Amendment No. 12'').
---------------------------------------------------------------------------
In connection with the proposed Plan amendments, the Participants
have agreed on a standardized approach for how the Primary Listing
Exchanges should conduct certain aspects of an automated reopening
following a Trading Pause. Specifically, because trading centers would
not be permitted to resume trading in an NMS Stock until there is a
Reopening Price, the Participants believe it is appropriate for the
Primary Listing Exchanges to adopt uniform standards for determining
whether and when to conduct such automated reopenings, including what
price collar thresholds would be applicable to such automated
reopenings and how to provide for extensions of when a reopening
auction would be conducted. The goal of such changes would be to ensure
that all market order interest could be satisfied in an automated
reopening auction.
More specifically, the Participants have agreed that if there is an
imbalance of market orders, or if the Reopening Price would be outside
of specified price collar thresholds, the Trading Pause would be
extended an additional five minutes in order to provide additional time
to attract offsetting liquidity. If at the end of such extension,
market orders still cannot be satisfied within price collar thresholds
or if the reopening auction would be priced outside of the applicable
price collar thresholds, the Primary Listing Exchange would extend the
Trading Pause an additional five minutes. With each such extension, the
Participants have agreed that it would be appropriate to widen the
price collar threshold on the side of the market on which there is
buying or selling pressure.
With respect to price collar thresholds, the Participants have
agreed that the reference price for calculating price collar thresholds
would be the price of the limit state that preceded the Trading Pause,
i.e., either the Lower or Upper Price Band price. If there is selling
pressure, for NMS Stocks priced more than $3.00, the lower collar for
the auction would be the Lower Price Band minus five percent and the
upper collar would be the Upper Price Band; if there is buying
pressure, the upper collar for the auction would be the Upper Price
Band plus five percent and the lower collar would be the Lower Price
Band. For each extension, the collars would be widened an additional
five percent, but only on the side of the Impermissible Price (as
defined and discussed below).\6\ The Participants believe that widening
collars only in the direction of the Impermissible Price would address
issues relating to the concept of mean reversion.
---------------------------------------------------------------------------
\6\ For NMS Stocks that are priced $3.00 and under, the price
collar threshold would be $0.15.
---------------------------------------------------------------------------
Finally, the Participants have agreed that the proposed new
procedures for reopening trading following a Trading Pause reduces the
potential that an order or orders entered by one or more Members caused
such execution to be clearly erroneous. Specifically, the Participants
believe that the proposed standardized procedures for reopening trading
following a Trading Pause incorporates a methodology that allows for
widened collars, which may result in a reopening price away from prior
trading prices, but which reopening price would be a result of a
measured and transparent process that eliminates the potential that
such trade would be considered erroneous.
As a Primary Listing Exchange, the Exchange proposes to amend Rule
11.23(d) to implement the proposed uniform trading practices with
respect to reopening a security following a Trading Pause and amend
Rule 11.17, Clearly Erroneous Executions, to preclude Members from
requesting a review of a Trading Halt Auction as a clearly erroneous
execution, as described below.
Description of Changes to the Halt Auction Process
To effect the proposed enhancements that would be implemented by
all Primary Listing Exchanges, the Exchange proposes to incorporate the
[[Page 75877]]
above items that were agreed to amongst the Participants under Exchange
Rule 11.23(d), IPO and Halt Auctions. First, the Exchange proposes to
adopt new paragraph (C) under Rule 11.23(d)(2) titled ``Incremental
Quote Period Extensions for Halt Auctions Following a Trading Pause.''
\7\ Under Exchange Rule 11.23(d)(1)(A), the Quote-Only Period \8\ with
respect to a Halt Auction commences five (5) minutes prior to such Halt
Auction. Proposed Rule 11.23(d)(2)(C) would provide for the Quote-Only
Period to be extended an additional five (5) minutes should a Halt
Auction be unable to be performed due to Market Order \9\ imbalance
under 11.23(d)(2)(B)(i) \10\ or the Indicative Price,\11\ before being
adjusted for Halt Auction Collars, is outside the Halt Auction Collars
set forth in proposed subparagraphs (i) and (ii) to Exchange Rule
11.23(d)(2)(C) discussed below (either, an ``Impermissible Price'')
(``Initial Extension Period'').\12\
---------------------------------------------------------------------------
\7\ The Exchange proposes to renumber current paragraphs (C) and
(D) under Rule 11.23(d)(2) as (D) and (E), respectively.
\8\ ``Quote-Only Period'' is defined as ``a designated period of
time prior to a Halt Auction, a Volatility Closing Auction, or an
IPO Auction during which Users may submit orders to the Exchange for
participation in the auction.'' See Exchange Rule 11.23(a)(17).
\9\ See Exchange Rule 11.9(a)(2).
\10\ Under 11.23(d)(2)(B)(i), the Quote-Only Period may be
extended where there are unmatched Market Orders on the Auction Book
associated with the auction.
\11\ ``Indicative Price'' is defined as ``the price at which the
most shares from the Auction Book and the Continuous Book would
match.'' See Exchange Rule 11.23(a)(10).
\12\ The Quote-Only Period would not be extended and the Halt
Auction may occur where there is a Limit Order imbalance, but no
Market Order imbalance exists and the Indicative Price is inside the
thresholds set forth in proposed subparagraphs (i) and (ii) to
Exchange Rule 11.23(d)(2)(C).
---------------------------------------------------------------------------
After the Initial Extension Period, the Quote-Only Period shall be
extended for additional five (5) minute periods should a Halt Auction
be unable to be performed due to an Impermissible Price (``Additional
Extension Period'') until a Halt Auction occurs. The Exchange shall
attempt to conduct a Halt Auction during the course of each Additional
Extension Period. The Halt Auction will be cancelled at 3:50 p.m.
eastern time, at which time the auction for the security shall be
conducted pursuant to the Volatility Closing Auction process under
section (e) of Exchange Rule 11.23. Renumbered paragraph (D) of Rule
11.23(d)(2) would also be amended to make clear that the Exchange will
notify market participants of the circumstances and length of an
extension of the Quote-Only Period as proposed herein.
Under proposed subparagraph (i) to Rule 11.23(d)(2)(C), the Halt
Auction Reference Price shall equal the price of the Upper or Lower
Price Band that triggered the halt. If the Halt Auction Reference Price
is the Lower (Upper) Price Band, the initial lower (upper) Halt Auction
Collar shall be five (5) percent less (greater) than the Halt Auction
Reference Price, rounded to the nearest minimum price variation and the
upper (lower) Halt Auction Collar shall be the Upper (Lower) Price
Band. For securities with a Halt Auction Reference Price of $3.00 or
less, the initial lower (upper) Halt Auction Collar shall be $0.15 less
(greater) than the Halt Auction Reference Price, rounded to the nearest
minimum price variation and the upper (lower) Halt Auction Collar shall
be the Upper (Lower) Price Band.
Proposed subparagraph (ii) to Rule 11.23(d)(2)(C) would state that
at the beginning of the Initial Extension Period, the upper (lower)
Halt Auction Collar shall be increased (decreased) by five (5) percent
in the direction of the Impermissible Price rounded to the nearest
minimum price variation. For securities with a Halt Auction Reference
Price of $3.00 or less, the Halt Auction Collar shall be increased
(decreased) in $0.15 increments in the direction of Impermissible
Price. At the beginning of each Additional Extension Period, the Halt
Auction Collar shall be widened by the same amount as the Initial
Extension Period.
In addition, the Exchange proposes to amend paragraph (d)(2)(A) of
Rule 11.23 regarding the publication of BZX Auction information. Under
Rule 11.23(d)(2)(A), coinciding with the beginning of the Quote-Only
Period for a security and updated every five seconds thereafter, the
Reference Price,\13\ Indicative Price, Auction Only Price,\14\ and the
lesser of Reference Buy Shares \15\ and Reference Sell Shares \16\
associated with the Halt Auction are disseminated via electronic means.
The Exchange proposes to amend paragraph (d)(2)(A) of Rule 11.23 to
include the Halt Auction Reference Price and Halt Auction Collars as
part of the information to be publicly disseminated as part of the Halt
Auction process.
---------------------------------------------------------------------------
\13\ See Exchange Rule 11.23(a)(19).
\14\ See Exchange Rule 11.23(a)(2).
\15\ See Exchange Rule 11.23(a)(18).
\16\ See Exchange Rule 11.23(a)(21).
---------------------------------------------------------------------------
Renumbered paragraph (E) of Rule 11.23(d)(2) describes how the
Exchange determines the price of an IPO and Halt Auction and states
that orders will be executed at the price that maximizes the number of
shares executed in the auction. The Exchange proposes to amend
renumbered paragraph (E) of Rule 11.23(d)(2) to separately describe how
the price of an IPO and Halt Auction are calculated. As amended, for
IPO Auctions for ETPs, orders will continue to be executed at the price
level within the Collar Price Range that maximizes the number of shares
executed in the auction. For Halt Auctions for ETPs, orders will be
executed at the price level within the Halt Auction Collars that
maximizes the number of shares executed in the auction.
The Exchange also proposes to add new paragraph (F) under Exchange
Rule 11.23(d)(2). Proposed paragraph (F) to Rule 11.23(d)(2) would
state if a Trading Pause is triggered by the Exchange or if the
Exchange is unable to reopen trading at the end of the Trading Pause
due to a systems or technology issue, the Exchange will immediately
notify the single plan processor responsible for consolidation of
information for the security pursuant to Rule 603 of Regulation NMS
under the Securities Exchange Act of 1934.
Lastly, the Exchange proposes to amend Rule 11.17, Clearly
Erroneous Executions, to provide that Members may not request a review
of a Trading Halt Auction under Rule 11.17(b), which specifies the
procedures for a Member to request a review of an execution as clearly
erroneous. The Exchange believes that this proposed rule text would
implement the proposed standardized trading practice that reopening
auctions would not be eligible for review by Members as a clearly
erroneous execution.\17\
---------------------------------------------------------------------------
\17\ The Participants will be engaging in a more comprehensive
review of Rule 11.17 in connection with amendments to the Plan
relating to tiering of securities and applicable percentage
parameters. The Exchange proposes to make this limited amendment to
Rule 11.17 as an initial step to eliminating its clearly erroneous
executions rules in their current form.
---------------------------------------------------------------------------
Implementation Date
The Exchange proposes to implement the proposed rule change
following the Commission's approval of Amendment No. 12 to the Plan.
The Exchange will announce the implementation date via a trading notice
to be issued after the Commission's approval of this proposed rule
change.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \18\ in general, and furthers the objectives of Section
6(b)(5) of the Act \19\ in particular, in that it is designed to
promote just and equitable principles of
[[Page 75878]]
trade, to foster cooperation and coordination with persons engaged in
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.
The Exchange believes that the proposed rule change, together with the
proposed amendments to the Plan, are necessary or appropriate in the
public interest, for the protection of investors and 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.
---------------------------------------------------------------------------
\18\ 15 U.S.C. 78f(b).
\19\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange believes the proposed changes would 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, because they are designed, together with the proposed
amendments to the Plan, to address the issues experienced on August 24,
2015 by reducing the number of repeat Trading Pauses in a single NMS
Stock. The proposed Plan amendments are an essential component to
Participants' goal of more standardized processes across Primary
Listing Exchanges in reopening trading following a Trading Pause, and
facilitates the production of an equilibrium Reopening Price by
centralizing the reopening process through the Primary Listing
Exchange, which would also improve the accuracy of the reopening Price
Bands. The proposed Plan amendments support this initiative by
requiring trading centers to wait to resume trading following Trading
Pause until there is a Reopening Price.
This proposed rule change further supports this initiative by
proposing uniform trading practices for reopening trading following a
Trading Pause. The Exchange believes that the proposed standardized
approach for how the Primary Listing Exchanges would conduct certain
aspects of an automated reopening following a Trading Pause would
remove impediments to and perfect the mechanism of a free and open
market and a national market system because it would provide certainty
for market participants regarding how a security would reopen following
a Trading Pause, regardless of the listing exchange. The Exchange
further believes that the proposed changes would remove impediments to
and perfect the mechanism of a free and open market and a national
market system and protect investors and the public interest because the
goal of the proposed changes is to ensure that all Market Order
interest could be satisfied in an automated reopening auction while at
the same time reducing the potential for multiple Trading Pauses in a
single security due to a large order imbalance.
The Exchange further believes that the standardized proposal to
extend a Trading Pause an additional five minutes would remove
impediments to and perfect the mechanism of a free and open market and
a national market system because it would provide additional time to
attract offsetting liquidity. If at the end of such extension, Market
Orders still cannot be satisfied within the applicable price collar
thresholds or if the reopening auction would be priced outside of the
applicable price collar thresholds, the Primary Listing Exchange would
extend the Trading Pause an additional five minutes, which the Exchange
believes would further protect investors and the public interest by
reducing the potential for significant price disparity in post-auction
trading, which could otherwise trigger another Trading Pause. With each
such extension, the Exchange believes that widening the price collar
threshold on the side of the market on which there is buying or selling
pressure would remove impediments to and perfect the mechanism of a
free and open market and a national market system because it would
provide additional time to attract offsetting interest while at the
same time addressing that an imbalance may not be resolved within the
prior auction collars.
With respect to price collar thresholds, the Exchange believes that
using the price of the limit state that preceded the Trading Pause,
i.e., either the Lower or Upper Price Band price, would better reflect
the most recent price of the security and therefore should be used as
the reference price for determining the auction collars for such Halt
Auction. The Exchange believes that widening auction collars only in
the direction of the imbalance would address issues relating to the
concept of mean reversion, which would protect investors and the public
interest by reducing the potential for wide price swings following a
Halt Auction.
Finally, the Exchange believes that precluding Members from
requesting review of a Halt Auction as a clearly erroneous execution
would remove impediments to and perfect the mechanism of a free and
open market and a national market system because the proposed new
procedures for reopening trading following a Trading Pause would reduce
the possibility that an order(s) from a Member caused a Trading Halt
Auction be clearly erroneous. Specifically, the Exchange believes that
the proposed standardized procedures for reopening trading following a
Trading Pause incorporates a methodology that allows for widened
collars, which may result in a reopening price away from prior trading
prices, but which reopening price would be a result of a measured and
transparent process that eliminates the potential that such trade would
be considered erroneous.
(B) Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The Exchange believes that
the proposed rule change is not designed to address any competitive
issues, but rather, to achieve the Participants' goal of more
standardized processes across Primary Listing Exchanges in reopening
trading following a Trading Pause, and facilitates the production of an
equilibrium reopening price by centralizing the reopening process
through the Primary Listing Exchange, which would also improve the
accuracy of the reopening Price Bands. The Exchange believes that the
proposed rule change reduces the burden on competition for market
participants because it promotes a transparent and consistent process
for reopening trading following a Trading Pause regardless of where a
security may be listed. The Exchange further believes that the proposed
rule change would not impose any burden on competition because they are
designed to increase transparency regarding the Exchange's Trading Halt
Auction process while at the same time increase the ability for
offsetting interest to participate in an auction, which would assist in
achieving pricing equilibrium for such an auction.
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which
[[Page 75879]]
the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-BatsBZX-2016-61 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-2016-61. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-BatsBZX-2016-61 and should
be submitted on or before November 22, 2016.
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\20\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
Brent J. Fields,
Secretary.
[FR Doc. 2016-26300 Filed 10-31-16; 8:45 am]
BILLING CODE 8011-01-P