Self-Regulatory Organizations; Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Exchange Rule 605 Market Maker Orders, 83896-83899 [2016-28025]
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83896
Federal Register / Vol. 81, No. 225 / Tuesday, November 22, 2016 / Notices
LOP implementation date. The waiver
would also permit the Exchange to
immediately clarify the application of
the LOP to modified orders. Moreover,
the waiver would allow the Exchange to
immediately exclude from the LOP
Market Pegging Orders, Primary Pegging
Orders, and Midpoint Pegging Orders
that have a discretion price. As noted
above, the Exchange proposes to
exclude these Orders because these
Orders may be intended to be aggressive
or to set the bid or offer on the market.
Moreover, as noted above, Market and
Primary Pegging Orders are currently
subject to collars. Lastly, the waiver
would allow the Exchange’s rules to
immediately and accurately reflect the
current collars for Market and Primary
Pegging Orders, which were removed
inadvertently. Accordingly, the
Commission finds that waiving the 30day operative delay is consistent with
the protection of investors and the
public interest and designates the
proposal operative upon filing.28
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
change should be approved or
disapproved.
All submissions should refer to File
Number SR–NASDAQ–2016–155. 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–
NASDAQ–2016–155 and should be
submitted on or before December 13,
2016.
IV. Solicitation of Comments
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.29
Brent J. Fields,
Secretary.
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2016–155 on the
subject line.
sradovich on DSK3GMQ082PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
28 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
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[FR Doc. 2016–28037 Filed 11–21–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79331; File No. SR–MIAX–
2016–43]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Exchange Rule 605
Market Maker Orders
November 16, 2016.
Pursuant to the provisions of Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
29 17
1 15
PO 00000
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
Frm 00100
Fmt 4703
Sfmt 4703
thereunder,2 notice is hereby given that
on November 3, 2016, Miami
International Securities Exchange LLC
(‘‘MIAX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) a proposed rule change
as described in Items I, II, and III below,
which Items have been prepared by the
Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend Exchange Rule 605 (Market
Maker Orders).
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to amend Exchange Rule 605
(Market Maker Orders) to (i) provide
that a MIAX Market Maker 3 may not
enter good ‘til cancelled (‘‘GTC’’)
orders 4 in option classes to which the
MIAX Market Maker is not appointed,
and (ii) add a comparable provision
setting forth the types of orders that an
Electronic Exchange Member (‘‘EEM’’) 5
2 17
CFR 240.19b–4.
term ‘‘Market Maker’’ refers to ‘‘Lead
Market Makers’’, ‘‘Primary Lead Market Makers’’
and ‘‘Registered Market Makers’’, collectively. See
Exchange Rule 100.
4 A Good ‘til Cancelled or ‘‘GTC’’ order is an order
to buy or sell which remains in effect until it is
either executed, cancelled or the underlying option
expires. See Exchange Rule 516(l).
5 The term ‘‘Electronic Exchange Member’’ means
the holder of a Trading permit who is not a Market
3 The
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sradovich on DSK3GMQ082PROD with NOTICES
may enter for the proprietary account of
a non-MIAX Market Maker.6
Rule 605 presently governs the
submission of orders by MIAX Market
Makers, differentiating between orders
submitted in classes to which the
Market Maker is appointed and orders
submitted in classes to which the
Market Maker is not appointed.
Paragraph (a) governs option classes to
which the Market Maker is appointed.
Pursuant to paragraph (a), Market
Makers may not enter market orders or
GTC orders in their appointed classes.
Paragraph (b) governs option classes
other than those to which the Market
Maker is appointed. Subparagraph (b)(1)
provides that Market Makers may enter
all types of orders that are permitted to
be entered by Non-Customer 7
participants under the Rules, except for
market orders. Subparagraphs (b)(2) and
(b)(3) place limitations on the overall
percentage of executions that can occur
in the non-appointed classes.
Specifically, subparagraph (b)(2) limits a
Registered Market Maker’s 8 total
number of contracts executed in nonappointed option classes to 25% of the
Registered Market Maker’s total number
of contracts executed in its appointed
option classes, and subparagraph (b)(3)
limits a Lead Market Maker’s 9 total
number of contracts executed in nonappointed option classes to 10% of the
Lead Market Maker’s total number of
contracts executed in its appointed
option classes. Paragraph (c) governs
priority of Market Maker orders,
providing that Market Maker orders will
always be allocated with other
Professional Interest 10 (such as orders
Maker. Electronic Exchange members are deemed
‘‘members’’ under the Exchange Act. See Exchange
Rule 100.
6 The term ‘‘non-MIAX Market Maker’’ means a
market participant that is market maker registered
as such on another options exchange. See Exchange
Fee Schedule, Section 1)a)ii), Other Market
Participant Fees, in the notes table.
7 The term ‘‘Non-Customer’’ means a person or
entity that is a broker or dealer in securities. See
Exchange Rule 100.
8 The term ‘‘Registered Market Maker’’ means a
Member registered with the Exchange for the
purpose of making markets in securities traded on
the Exchange, who is not a Lead Market Maker and
is vested with the rights and responsibilities
specified in Chapter VI of these Rules with respect
to Registered Market Makers. See Exchange Rule
100.
9 The term ‘‘Lead Market Maker’’ means a
Member registered with the Exchange for the
purpose of making markets in securities traded on
the Exchange and that is vested with the rights and
responsibilities specified in Chapter VI of these
Rules with respect to Lead Market Makers. When
a Lead Market Maker is appointed to act in the
capacity of a Primary Lead Market Maker, the
additional rights and responsibilities of a Primary
Lead Market Maker specified in Chapter VI of these
Rules will apply. See Exchange Rule 100.
10 The term ‘‘Professional Interest’’ means (i) an
order that is for the account of a person or entity
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from broker-dealers, firms, non-Priority
Customers 11 and non-priority Market
Maker quotes) and after both Priority
Customer interest and priority Market
Maker quotes have been satisfied. The
Exchange is not proposing to amend
paragraph (a), subparagraphs (b)(2) or
(b)(3), or paragraph (c).
The Exchange is proposing to amend
subparagraph (b)(1) to provide that a
Market Maker may not enter GTC orders
in option classes to which the Market
Maker is not appointed. Thus, as
amended, pursuant to subparagraph
(b)(1), a Market Maker may enter all
order types permitted to be entered by
Non-Customer participants under the
Rules, except for market orders and GTC
orders, in classes of options to which
the Market Maker is not appointed. The
purpose of this amendment is to make
the permissible order types for Market
Makers in non-appointed option classes
consistent with the permissible order
types in their appointed option classes.
Accordingly, in both appointed and
non-appointed option classes, Market
Makers may enter all order types, except
for market orders and GTC orders. The
Exchange believes that making the
permissible order types for Market
Makers consistent in both appointed
and non-appointed options classes
simplifies order types across the
Exchange for such participants. The
Exchange also believes that GTC orders
offer no advantage to Market Makers
over day limit orders (which are a
permissible order type for Market
Makers in both appointed and nonappointed option classes) under the
Exchange’s market structure, including,
but not limited to, under the priority
and trade allocation rules (Exchange
Rule 514) and various risk protection
mechanism rules applicable to Market
Makers (such as, for example, Exchange
Rule 612, Aggregate Risk Manager).
When the Exchange initially adopted
Exchange Rule 605, the Exchange
determined to permit Market Makers to
enter GTC orders in non-appointed
option classes. However, since
adoption, the Exchange has observed
that Market Makers generally have not
entered GTC orders in their nonappointed option classes. Accordingly,
since this is an unused order type for
Market Makers and in order to promote
consistency across the Exchange of
available order types for Market Makers,
the Exchange now proposes that Market
Makers may not enter GTC orders in
that is not a Priority Customer, or (ii) an order or
non-priority quote for the account of a Market
Maker. See Exchange Rule 100.
11 The term ‘‘Priority Customer’’ means an order
for the account of a Priority Customer. See
Exchange Rule 100.
PO 00000
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83897
non-appointed option classes so that the
permissible order types for Market
Makers in non-appointed option classes
are the same as those for Market Makers
in appointed option classes.
The Exchange is also proposing to add
new paragraph (d) to Rule 605 to
establish the permissible order types
that an EEM may enter for the
proprietary account of a non-MIAX
Market Maker. Pursuant to proposed
paragraph (d), the permissible order
types that an EEM may enter for the
proprietary account of a non-MIAX
Market Maker includes all order types
permitted to be entered under the Rules
by Members, except for market orders
and GTC orders. Accordingly, the
Exchange is proposing to make the
permissible order types for non-MIAX
Market Makers consistent with the
permissible order types for MIAX
Market Makers. The Exchange believes
that making the permissible order types
for the accounts of non-MIAX Market
Makers consistent with the permissible
order types for MIAX Market Makers
simplifies order types across the
Exchange for such participants. As
discussed above, the Exchange also
believes that GTC orders offer no
advantage to non-MIAX Market Makers
over day limit orders (which are a
permissible order type for non-MIAX
Market Makers) under the Exchange’s
market structure, including, but not
limited to, under the priority and trade
allocation rules (Exchange Rule 514)
and various risk protection mechanism
rules applicable to EEMs (such as, for
example, Exchange Rule 519, MIAX
Order Monitor, and Exchange Rule
519A, Risk Protection Monitor). The
Exchange further believes that nonMIAX Market Makers (and, for that
matter, MIAX Market Makers) are
sophisticated professionals and thus
generally do not use market orders.
When the Exchange initially adopted
Exchange Rule 605, the Exchange did
not place any limitation on the types of
orders that could be entered by an EEM
for the proprietary account of a nonMIAX Market Maker. However, since
adoption, the Exchange has observed
that EEMs generally have not entered
GTC orders or market orders for the
proprietary account of non-MIAX
Market Makers. Accordingly, since these
are unused order types for non-MIAX
Market Makers and in order to promote
consistency across the Exchange of
available order types for both non-MIAX
Market Makers and Market Makers, the
Exchange now proposes that EEMs may
not enter GTC orders or market orders
for the proprietary accounts of nonMIAX Market Makers so that the
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Federal Register / Vol. 81, No. 225 / Tuesday, November 22, 2016 / Notices
permissible order types available to
non-MIAX Market Makers are the same
as those for Market Makers.
The Exchange believes that its
proposal to define the permissible order
types that an EEM may enter for the
proprietary account of a non-MIAX
Market Maker to include all order types
permitted to be entered under the Rules
by Members, except for market orders
and GTC orders, is reasonable, equitable
and not unfairly discriminatory because
the same rule applies identically to
MIAX Market Makers. Thus, the
Exchange is treating all market makers
(both MIAX Market Makers and nonMIAX Market Makers) the same, with
respect to permissible order types for
such market participants.
The Exchange notes that there is no
uniform treatment of permissible order
types for market makers among the
various options exchanges. Some
exchanges place no limitation on the
types of orders that can be entered by
market makers, such as NYSE Arca, Inc.
(‘‘NYSE Arca’’) and NYSE MKT LLC
(‘‘NYSE MKT’’).12 Both such exchanges
permit a market maker to enter all order
types permitted to be entered by users
under the rules, in both appointed and
non-appointed option classes. Other
exchanges do place certain limitations
on permissible order types, with varying
degree. Some differentiate between
appointed and non-appointed options
classes, and some don’t. For example,
International Securities Exchange, LLC
(‘‘ISE’’) permits opening only orders,
IOC orders, market orders, fill-or-kill
orders, sweep orders, complex orders,
and block-size orders in appointed
classes.13 It permits all order types
permissible for non-customers in nonappointed classes.14 NASDAQ PHLX
LLC (‘‘PHLX’’) permits limit on opening,
IOC, sweep, and day limit in appointed
classes; and limit on opening, IOC,
sweep, day limit, and GTC in nonappointed classes.15 Accordingly, the
Exchange believes that each options
exchange generally determines
permissible order types for market
makers in its trading environment based
on the exchange’s individual business
policy, objectives, and trading system.
The Exchange’s proposal reflects its
policy and objectives, and it treats all
market makers uniformly with respect
to permissible order types. Therefore,
the Exchange believes that the structure
that it is proposing is reasonable,
12 See NYSE Arca Rule 6.37C and NYSE Mkt Rule
925.2NY.
13 See ISE Rule 805.
14 Id.
15 See PHLX Rule 1080(b).
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16:52 Nov 21, 2016
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equitable, and not unfairly
discriminatory.
The Exchange will announce the
implementation date of the proposed
rule change by Regulatory Circular to be
published no later than 60 days
following the operative date of the
proposed rule. The implementation date
will be no later than 60 days following
the issuance of the Regulatory Circular.
2. Statutory Basis
MIAX believes that its proposed rule
change is consistent with Section 6(b) of
the Act 16 in general, and furthers the
objectives of Section 6(b)(5) of the Act 17
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest.
In particular, the Exchange believes
this proposed rule change promotes just
and equitable principles of trade
because it simplifies order types across
the Exchange for Market Makers. It
eliminates order types that generally
have not been entered by Market Makers
and non-MIAX Market Makers. It makes
consistent the types of orders than can
be entered for both Market Makers and
non-MIAX Market Makers. It makes the
permissible order types for Market
Makers in non-appointed option classes
consistent with the permissible order
types in their appointed option classes.
The Exchange believes that making
the permissible order types for Market
Makers consistent in both appointed
and non-appointed options classes
simplifies order types across the
Exchange for such participants. The
Exchange also believes that GTC orders
offer no advantage to Market Makers
over day limit orders (which are a
permissible order type for Market
Makers in both appointed and nonappointed option classes) under the
Exchange’s market structure, including,
but not limited to, under the priority
and trade allocation rules (Exchange
Rule 514) and various risk protection
mechanism rules applicable to Market
Makers (such as, for example, Exchange
Rule 612, Aggregate Risk Manager). The
Exchange has observed that Market
Makers generally have not entered GTC
orders in their non-appointed option
classes. Accordingly, since this is an
16 15
17 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00102
Fmt 4703
Sfmt 4703
unused order type for Market Makers
and in order to promote consistency
across the Exchange of available order
types for Market Makers, the Exchange
believes that its proposed rule change to
provide that Market Makers may not
enter GTC orders in non-appointed
option classes so that the permissible
order types for Market Makers in nonappointed option classes are the same as
those for Market Makers in appointed
option classes promotes just and
equitable principles of trade.
The Exchange believes that its
proposal to define the permissible order
types that an EEM may enter for the
proprietary account of a non-MIAX
market maker to include all order types
permitted to be entered under the Rules
by Members, except for market orders
and GTC orders, is reasonable, equitable
and not unfairly discriminatory because
the same rule applies identically to
MIAX Market Makers. Thus, the
Exchange is treating all market makers
(both MIAX Market Makers and nonMIAX market makers) the same, with
respect to permissible order types for
such market participants. The Exchange
also believes that GTC orders offer no
advantage to non-MIAX Market Makers
over day limit orders (which are a
permissible order type for non-MIAX
Market Makers) under the Exchange’s
market structure, including, but not
limited to, under the priority and trade
allocation rules (Exchange Rule 514)
and various risk protection mechanism
rules applicable to EEMs (such as, for
example, Exchange Rule 519, MIAX
Order Monitor, and Exchange Rule
519A, Risk Protection Monitor). The
Exchange further believes that nonMIAX Market Makers (and, for that
matter, MIAX Market Makers) are
sophisticated professionals and thus
generally do not use market orders. The
Exchange has observed that EEMs
generally have not entered GTC orders
or market orders for the proprietary
account of non-MIAX Market Makers.
Accordingly, since these are unused
order types for non-MIAX Market
Makers and in order to promote
consistency across the Exchange of
available order types for both non-MIAX
Market Makers and Market Makers, the
Exchange believes that its proposal that
EEMs may not enter GTC orders or
market orders for the proprietary
accounts of non-MIAX Market Makers
so that the permissible order types
available to non-MIAX Market Makers
are the same as those for Market Makers
promotes just and equitable principles
of trade.
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Federal Register / Vol. 81, No. 225 / Tuesday, November 22, 2016 / Notices
IV. Solicitation of Comments
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 operates in a highly
competitive market comprised of
fourteen U.S. options exchanges in
which sophisticated and knowledgeable
market participants can, and do, send
order flow to competing exchanges if
they deem trading practices at a
particular exchange to be onerous or
cumbersome. The proposed rule change
allows the Exchange to make consistent
across the Exchange the permissible
order types available for both MIAX
Market Makers and non-MIAX market
makers. This consistency places all such
market participants on an equal footing,
and, as a consequence, will not impose
any burden on competition.
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
sradovich on DSK3GMQ082PROD with NOTICES
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days after the date of
the filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to 19(b)(3)(A)
of the Act 18 and Rule 19b–4(f)(6) 19
thereunder.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
18 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
19 17
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16:52 Nov 21, 2016
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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–
MIAX–2016–43 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–MIAX–2016–43. 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–MIAX–
2016–43 and should be submitted on or
before December 13, 2016.
PO 00000
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Brent J. Fields,
Secretary.
[FR Doc. 2016–28025 Filed 11–21–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
32360; File No. 812–14547]
Legg Mason ETF Equity Trust, et al.;
Notice of Application
November 16, 2016.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of an application for an
order under section 6(c) of the
Investment Company Act of 1940 (the
‘‘Act’’) for an exemption from sections
2(a)(32), 5(a)(1), 22(d), and 22(e) of the
Act and rule 22c–1 under the Act, under
sections 6(c) and 17(b) of the Act for an
exemption from sections 17(a)(1) and
17(a)(2) of the Act, and under section
12(d)(1)(J) for an exemption from
sections 12(d)(1)(A) and 12(d)(1)(B) of
the Act. The requested order would
permit (a) actively-managed series of
certain open-end management
investment companies (‘‘Funds’’) to
issue shares redeemable in large
aggregations only (‘‘Creation Units’’); (b)
secondary market transactions in Fund
shares to occur at negotiated market
prices rather than at net asset value
(‘‘NAV’’); (c) certain Funds to pay
redemption proceeds, under certain
circumstances, more than seven days
after the tender of shares for
redemption; (d) certain affiliated
persons of a Fund to deposit securities
into, and receive securities from, the
Fund in connection with the purchase
and redemption of Creation Units; (e)
certain registered management
investment companies and unit
investment trusts outside of the same
group of investment companies as the
Funds (‘‘Funds of Funds’’) to acquire
shares of the Funds; and (f) certain
Funds (‘‘Feeder Funds’’) to create and
redeem Creation Units in-kind in a
master-feeder structure.
AGENCY:
Applicants: Legg Mason Partners
Fund Advisor, LLC (‘‘Initial Adviser’’),
a Delaware limited liability company
registered as an investment adviser
under the Investment Advisers Act of
1940, Legg Mason ETF Equity Trust and
Legg Mason ETF Trust (each a ‘‘Trust,’’
and together, the ‘‘Trusts’’), each a
20 17
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CFR 200.30–3(a)(12).
22NON1
Agencies
[Federal Register Volume 81, Number 225 (Tuesday, November 22, 2016)]
[Notices]
[Pages 83896-83899]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-28025]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79331; File No. SR-MIAX-2016-43]
Self-Regulatory Organizations; Miami International Securities
Exchange LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend Exchange Rule 605 Market Maker Orders
November 16, 2016.
Pursuant to the provisions of 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 November 3, 2016, Miami International
Securities Exchange LLC (``MIAX'' or ``Exchange'') filed with the
Securities and Exchange Commission (``Commission'') a proposed rule
change as described in Items I, II, and III below, which Items have
been prepared by the Exchange. The Commission is publishing this notice
to solicit comments on the proposed rule change from interested
persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing a proposal to amend Exchange Rule 605
(Market Maker Orders).
The text of the proposed rule change is available on the Exchange's
Web site at https://www.miaxoptions.com/filter/wotitle/rule_filing, at
MIAX's principal office, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to amend Exchange Rule
605 (Market Maker Orders) to (i) provide that a MIAX Market Maker \3\
may not enter good `til cancelled (``GTC'') orders \4\ in option
classes to which the MIAX Market Maker is not appointed, and (ii) add a
comparable provision setting forth the types of orders that an
Electronic Exchange Member (``EEM'') \5\
[[Page 83897]]
may enter for the proprietary account of a non-MIAX Market Maker.\6\
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\3\ The term ``Market Maker'' refers to ``Lead Market Makers'',
``Primary Lead Market Makers'' and ``Registered Market Makers'',
collectively. See Exchange Rule 100.
\4\ A Good `til Cancelled or ``GTC'' order is an order to buy or
sell which remains in effect until it is either executed, cancelled
or the underlying option expires. See Exchange Rule 516(l).
\5\ The term ``Electronic Exchange Member'' means the holder of
a Trading permit who is not a Market Maker. Electronic Exchange
members are deemed ``members'' under the Exchange Act. See Exchange
Rule 100.
\6\ The term ``non-MIAX Market Maker'' means a market
participant that is market maker registered as such on another
options exchange. See Exchange Fee Schedule, Section 1)a)ii), Other
Market Participant Fees, in the notes table.
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Rule 605 presently governs the submission of orders by MIAX Market
Makers, differentiating between orders submitted in classes to which
the Market Maker is appointed and orders submitted in classes to which
the Market Maker is not appointed. Paragraph (a) governs option classes
to which the Market Maker is appointed. Pursuant to paragraph (a),
Market Makers may not enter market orders or GTC orders in their
appointed classes. Paragraph (b) governs option classes other than
those to which the Market Maker is appointed. Subparagraph (b)(1)
provides that Market Makers may enter all types of orders that are
permitted to be entered by Non-Customer \7\ participants under the
Rules, except for market orders. Subparagraphs (b)(2) and (b)(3) place
limitations on the overall percentage of executions that can occur in
the non-appointed classes. Specifically, subparagraph (b)(2) limits a
Registered Market Maker's \8\ total number of contracts executed in
non-appointed option classes to 25% of the Registered Market Maker's
total number of contracts executed in its appointed option classes, and
subparagraph (b)(3) limits a Lead Market Maker's \9\ total number of
contracts executed in non-appointed option classes to 10% of the Lead
Market Maker's total number of contracts executed in its appointed
option classes. Paragraph (c) governs priority of Market Maker orders,
providing that Market Maker orders will always be allocated with other
Professional Interest \10\ (such as orders from broker-dealers, firms,
non-Priority Customers \11\ and non-priority Market Maker quotes) and
after both Priority Customer interest and priority Market Maker quotes
have been satisfied. The Exchange is not proposing to amend paragraph
(a), subparagraphs (b)(2) or (b)(3), or paragraph (c).
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\7\ The term ``Non-Customer'' means a person or entity that is a
broker or dealer in securities. See Exchange Rule 100.
\8\ The term ``Registered Market Maker'' means a Member
registered with the Exchange for the purpose of making markets in
securities traded on the Exchange, who is not a Lead Market Maker
and is vested with the rights and responsibilities specified in
Chapter VI of these Rules with respect to Registered Market Makers.
See Exchange Rule 100.
\9\ The term ``Lead Market Maker'' means a Member registered
with the Exchange for the purpose of making markets in securities
traded on the Exchange and that is vested with the rights and
responsibilities specified in Chapter VI of these Rules with respect
to Lead Market Makers. When a Lead Market Maker is appointed to act
in the capacity of a Primary Lead Market Maker, the additional
rights and responsibilities of a Primary Lead Market Maker specified
in Chapter VI of these Rules will apply. See Exchange Rule 100.
\10\ The term ``Professional Interest'' means (i) an order that
is for the account of a person or entity that is not a Priority
Customer, or (ii) an order or non-priority quote for the account of
a Market Maker. See Exchange Rule 100.
\11\ The term ``Priority Customer'' means an order for the
account of a Priority Customer. See Exchange Rule 100.
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The Exchange is proposing to amend subparagraph (b)(1) to provide
that a Market Maker may not enter GTC orders in option classes to which
the Market Maker is not appointed. Thus, as amended, pursuant to
subparagraph (b)(1), a Market Maker may enter all order types permitted
to be entered by Non-Customer participants under the Rules, except for
market orders and GTC orders, in classes of options to which the Market
Maker is not appointed. The purpose of this amendment is to make the
permissible order types for Market Makers in non-appointed option
classes consistent with the permissible order types in their appointed
option classes. Accordingly, in both appointed and non-appointed option
classes, Market Makers may enter all order types, except for market
orders and GTC orders. The Exchange believes that making the
permissible order types for Market Makers consistent in both appointed
and non-appointed options classes simplifies order types across the
Exchange for such participants. The Exchange also believes that GTC
orders offer no advantage to Market Makers over day limit orders (which
are a permissible order type for Market Makers in both appointed and
non-appointed option classes) under the Exchange's market structure,
including, but not limited to, under the priority and trade allocation
rules (Exchange Rule 514) and various risk protection mechanism rules
applicable to Market Makers (such as, for example, Exchange Rule 612,
Aggregate Risk Manager). When the Exchange initially adopted Exchange
Rule 605, the Exchange determined to permit Market Makers to enter GTC
orders in non-appointed option classes. However, since adoption, the
Exchange has observed that Market Makers generally have not entered GTC
orders in their non-appointed option classes. Accordingly, since this
is an unused order type for Market Makers and in order to promote
consistency across the Exchange of available order types for Market
Makers, the Exchange now proposes that Market Makers may not enter GTC
orders in non-appointed option classes so that the permissible order
types for Market Makers in non-appointed option classes are the same as
those for Market Makers in appointed option classes.
The Exchange is also proposing to add new paragraph (d) to Rule 605
to establish the permissible order types that an EEM may enter for the
proprietary account of a non-MIAX Market Maker. Pursuant to proposed
paragraph (d), the permissible order types that an EEM may enter for
the proprietary account of a non-MIAX Market Maker includes all order
types permitted to be entered under the Rules by Members, except for
market orders and GTC orders. Accordingly, the Exchange is proposing to
make the permissible order types for non-MIAX Market Makers consistent
with the permissible order types for MIAX Market Makers. The Exchange
believes that making the permissible order types for the accounts of
non-MIAX Market Makers consistent with the permissible order types for
MIAX Market Makers simplifies order types across the Exchange for such
participants. As discussed above, the Exchange also believes that GTC
orders offer no advantage to non-MIAX Market Makers over day limit
orders (which are a permissible order type for non-MIAX Market Makers)
under the Exchange's market structure, including, but not limited to,
under the priority and trade allocation rules (Exchange Rule 514) and
various risk protection mechanism rules applicable to EEMs (such as,
for example, Exchange Rule 519, MIAX Order Monitor, and Exchange Rule
519A, Risk Protection Monitor). The Exchange further believes that non-
MIAX Market Makers (and, for that matter, MIAX Market Makers) are
sophisticated professionals and thus generally do not use market
orders. When the Exchange initially adopted Exchange Rule 605, the
Exchange did not place any limitation on the types of orders that could
be entered by an EEM for the proprietary account of a non-MIAX Market
Maker. However, since adoption, the Exchange has observed that EEMs
generally have not entered GTC orders or market orders for the
proprietary account of non-MIAX Market Makers. Accordingly, since these
are unused order types for non-MIAX Market Makers and in order to
promote consistency across the Exchange of available order types for
both non-MIAX Market Makers and Market Makers, the Exchange now
proposes that EEMs may not enter GTC orders or market orders for the
proprietary accounts of non-MIAX Market Makers so that the
[[Page 83898]]
permissible order types available to non-MIAX Market Makers are the
same as those for Market Makers.
The Exchange believes that its proposal to define the permissible
order types that an EEM may enter for the proprietary account of a non-
MIAX Market Maker to include all order types permitted to be entered
under the Rules by Members, except for market orders and GTC orders, is
reasonable, equitable and not unfairly discriminatory because the same
rule applies identically to MIAX Market Makers. Thus, the Exchange is
treating all market makers (both MIAX Market Makers and non-MIAX Market
Makers) the same, with respect to permissible order types for such
market participants.
The Exchange notes that there is no uniform treatment of
permissible order types for market makers among the various options
exchanges. Some exchanges place no limitation on the types of orders
that can be entered by market makers, such as NYSE Arca, Inc. (``NYSE
Arca'') and NYSE MKT LLC (``NYSE MKT'').\12\ Both such exchanges permit
a market maker to enter all order types permitted to be entered by
users under the rules, in both appointed and non-appointed option
classes. Other exchanges do place certain limitations on permissible
order types, with varying degree. Some differentiate between appointed
and non-appointed options classes, and some don't. For example,
International Securities Exchange, LLC (``ISE'') permits opening only
orders, IOC orders, market orders, fill-or-kill orders, sweep orders,
complex orders, and block-size orders in appointed classes.\13\ It
permits all order types permissible for non-customers in non-appointed
classes.\14\ NASDAQ PHLX LLC (``PHLX'') permits limit on opening, IOC,
sweep, and day limit in appointed classes; and limit on opening, IOC,
sweep, day limit, and GTC in non-appointed classes.\15\ Accordingly,
the Exchange believes that each options exchange generally determines
permissible order types for market makers in its trading environment
based on the exchange's individual business policy, objectives, and
trading system. The Exchange's proposal reflects its policy and
objectives, and it treats all market makers uniformly with respect to
permissible order types. Therefore, the Exchange believes that the
structure that it is proposing is reasonable, equitable, and not
unfairly discriminatory.
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\12\ See NYSE Arca Rule 6.37C and NYSE Mkt Rule 925.2NY.
\13\ See ISE Rule 805.
\14\ Id.
\15\ See PHLX Rule 1080(b).
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The Exchange will announce the implementation date of the proposed
rule change by Regulatory Circular to be published no later than 60
days following the operative date of the proposed rule. The
implementation date will be no later than 60 days following the
issuance of the Regulatory Circular.
2. Statutory Basis
MIAX believes that its proposed rule change is consistent with
Section 6(b) of the Act \16\ in general, and furthers the objectives of
Section 6(b)(5) of the Act \17\ in particular, in that it is designed
to prevent fraudulent and manipulative acts and practices, to promote
just and equitable principles of trade, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities, to remove impediments to and perfect the mechanisms of a
free and open market and a national market system and, in general, to
protect investors and the public interest.
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\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
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In particular, the Exchange believes this proposed rule change
promotes just and equitable principles of trade because it simplifies
order types across the Exchange for Market Makers. It eliminates order
types that generally have not been entered by Market Makers and non-
MIAX Market Makers. It makes consistent the types of orders than can be
entered for both Market Makers and non-MIAX Market Makers. It makes the
permissible order types for Market Makers in non-appointed option
classes consistent with the permissible order types in their appointed
option classes.
The Exchange believes that making the permissible order types for
Market Makers consistent in both appointed and non-appointed options
classes simplifies order types across the Exchange for such
participants. The Exchange also believes that GTC orders offer no
advantage to Market Makers over day limit orders (which are a
permissible order type for Market Makers in both appointed and non-
appointed option classes) under the Exchange's market structure,
including, but not limited to, under the priority and trade allocation
rules (Exchange Rule 514) and various risk protection mechanism rules
applicable to Market Makers (such as, for example, Exchange Rule 612,
Aggregate Risk Manager). The Exchange has observed that Market Makers
generally have not entered GTC orders in their non-appointed option
classes. Accordingly, since this is an unused order type for Market
Makers and in order to promote consistency across the Exchange of
available order types for Market Makers, the Exchange believes that its
proposed rule change to provide that Market Makers may not enter GTC
orders in non-appointed option classes so that the permissible order
types for Market Makers in non-appointed option classes are the same as
those for Market Makers in appointed option classes promotes just and
equitable principles of trade.
The Exchange believes that its proposal to define the permissible
order types that an EEM may enter for the proprietary account of a non-
MIAX market maker to include all order types permitted to be entered
under the Rules by Members, except for market orders and GTC orders, is
reasonable, equitable and not unfairly discriminatory because the same
rule applies identically to MIAX Market Makers. Thus, the Exchange is
treating all market makers (both MIAX Market Makers and non-MIAX market
makers) the same, with respect to permissible order types for such
market participants. The Exchange also believes that GTC orders offer
no advantage to non-MIAX Market Makers over day limit orders (which are
a permissible order type for non-MIAX Market Makers) under the
Exchange's market structure, including, but not limited to, under the
priority and trade allocation rules (Exchange Rule 514) and various
risk protection mechanism rules applicable to EEMs (such as, for
example, Exchange Rule 519, MIAX Order Monitor, and Exchange Rule 519A,
Risk Protection Monitor). The Exchange further believes that non-MIAX
Market Makers (and, for that matter, MIAX Market Makers) are
sophisticated professionals and thus generally do not use market
orders. The Exchange has observed that EEMs generally have not entered
GTC orders or market orders for the proprietary account of non-MIAX
Market Makers. Accordingly, since these are unused order types for non-
MIAX Market Makers and in order to promote consistency across the
Exchange of available order types for both non-MIAX Market Makers and
Market Makers, the Exchange believes that its proposal that EEMs may
not enter GTC orders or market orders for the proprietary accounts of
non-MIAX Market Makers so that the permissible order types available to
non-MIAX Market Makers are the same as those for Market Makers promotes
just and equitable principles of trade.
[[Page 83899]]
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 operates in a
highly competitive market comprised of fourteen U.S. options exchanges
in which sophisticated and knowledgeable market participants can, and
do, send order flow to competing exchanges if they deem trading
practices at a particular exchange to be onerous or cumbersome. The
proposed rule change allows the Exchange to make consistent across the
Exchange the permissible order types available for both MIAX Market
Makers and non-MIAX market makers. This consistency places all such
market participants on an equal footing, and, as a consequence, will
not impose any burden on competition.
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
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate, it has become effective
pursuant to 19(b)(3)(A) of the Act \18\ and Rule 19b-4(f)(6) \19\
thereunder.
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\18\ 15 U.S.C. 78s(b)(3)(A).
\19\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
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-MIAX-2016-43 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-MIAX-2016-43. 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-MIAX-2016-43 and should be
submitted on or before December 13, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
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\20\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2016-28025 Filed 11-21-16; 8:45 am]
BILLING CODE 8011-01-P