Self-Regulatory Organizations; Nasdaq ISE, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Supplementary Material .03 to Rule 713 To Change the Allocation Entitlement for Preferred PMMs, 18329-18331 [2017-07750]
Download as PDF
Federal Register / Vol. 82, No. 73 / Tuesday, April 18, 2017 / Notices
contact Brent J. Fields from the Office of
the Secretary at (202) 551–5400.
Dated: April 13, 2017.
Brent J. Fields,
Secretary.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2017–07867 Filed 4–14–17; 11:15 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80438; File No. SR–ISE–
2017–31]
Self-Regulatory Organizations; Nasdaq
ISE, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend
Supplementary Material .03 to Rule 713
To Change the Allocation Entitlement
for Preferred PMMs
April 12, 2017.
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 April 5,
2017, Nasdaq ISE, LLC (‘‘ISE’’ or
‘‘Exchange’’ ) 3 filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the 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 proposes to amend
Supplementary Material .03 to Rule 713
to change the allocation entitlement for
Preferred PMMs.
The text of the proposed rule change
is available on the Exchange’s Web site
at www.ise.com, at the principal office
of the Exchange, and at the
Commission’s Public Reference Room.
sradovich on DSK3GMQ082PROD with NOTICES
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
1 15
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 ISE was renamed Nasdaq ISE, LLC in a rule
change that became operative on April 3, 2017. See
Securities Exchange Act Release No. 80325 (March
29, 2017) (SR–ISE–2017–25).
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16:55 Apr 17, 2017
Jkt 241001
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.
1. Purpose
Supplementary Material .03 to Rule
713 allows an Electronic Access
Member (‘‘EAM’’) to designate a
‘‘Preferred Market Maker’’ on orders it
enters into the System (‘‘Preferenced
Orders’’). A Preferred Market Maker
may be the Primary Market Maker
(‘‘PMM’’) appointed to the options class
or any Competitive Market Maker
(‘‘CMM’’) appointed to the options
class.4 The purpose of the proposed rule
change is to amend Supplementary
Material .03 to Rule 713 to change the
allocation entitlement for PMMs that
receive Preferenced Orders (i.e.,
‘‘Preferred PMMs’’), consistent with
allocation entitlements for PMM
equivalents on another options
exchange.
Currently, a Preferred Market Maker
that is quoting at the national best bid
of offer (‘‘NBBO’’) at the time the
Preferenced Order is received,5 is
entitled to participation rights equal to
the greater of: (i) The proportion of the
total size at the best price represented
by the size of its quote, or (ii) sixty
percent (60%) of the contracts to be
allocated if there is only one (1) other
Professional Order or market maker
quotation at the best price and forty
percent (40%) if there are two (2) or
more other Professional Orders and/or
market maker quotes at the best price.6
This allocation entitlement is in lieu of
the regular allocation provided in
Supplementary Material .01 to Rule 713,
and applies regardless of whether the
Preferred Market Maker is a PMM or
CMM. In some instances where the
Preferred Market Maker is the PMM
appointed to the options class this
results in a preferenced allocation that
is worse than the market maker’s regular
allocation entitlement. Specifically,
Supplementary Material .01(c) to Rule
713 provides a small order entitlement
whereby orders of five contracts or
fewer are executed first by the PMM. A
PMM that normally receives an
Supplementary Material .03(a) to Rule 713.
the Preferred Market Maker is not quoting at
a price equal to the NBBO at the time the
Preferenced Order is received, the Exchange’s
regular allocation procedure applies to the
execution of the Preferenced Order. See
Supplementary Material .03(b) to Rule 713.
6 See Supplementary Material .03(c) to Rule 713.
18329
allocation entitlement for orders of five
contracts or fewer,7 would not receive
this allocation entitlement if it were
designated as the Preferred Market
Maker.
The Exchange now proposes to amend
the participation rights of Preferred
PMMs such that the PMM appointed in
an option class will receive
participation rights that are consistent
with the higher allocation entitlement
given to PMM equivalents on the MIAX
Options Exchange (‘‘MIAX’’). In
particular, the Exchange proposes to
amend Supplementary Material .03(c) to
Rule 713 to provide that, the Preferred
Market Maker has participation rights
equal to the greater of: (i) The
proportion of the total size at the best
price represented by the size of its
quote, (ii) sixty percent (60%) of the
contracts to be allocated if there is only
one (1) other Professional Order or
market maker quotation at the best price
and forty percent (40%) if there are two
(2) or more other Professional Orders
and/or market maker quotes at the best
price, or (iii) the full size of a
Preferenced Order for five (5) contracts
or fewer if the Primary Market Maker
appointed to the options class is
designated as the Preferred Market
Maker—i.e., the small order allocation
entitlement contained in Supplementary
Material .01(c) to Rule 713. Thus, the
PMM appointed to an options class
would receive an allocation entitlement
for orders of five contracts or fewer,
regardless of whether that order is
submitted as a Preferenced Order. The
Exchange believes that this is
appropriate since the PMMs obligations
to the market are the same regardless of
whether an order happens to be
submitted with a preference instruction.
PMM equivalents on MIAX currently
receive this participation right when
preferenced, in addition to the regular
60% or 40% preferenced allocation
currently provided in the rule.8
Preferred CMMs will continue to receive
the same allocation entitlement that
they receive today.
Pursuant to Supplementary Material
.01(c) to Rule 713 the Exchange
evaluates on a quarterly basis what
percentage of the volume executed on
the Exchange is comprised of orders for
five (5) contracts or fewer executed by
PMMs. The Exchange represents that
this review will extend to the small
order entitlement for Preferred PMMs.
4 See
5 If
PO 00000
Frm 00053
Fmt 4703
Sfmt 4703
7 See
Supplementary Material .01(c) to Rule 713.
MIAX Rule 514(g), (i). The proposed
allocation entitlement is also the same as allocation
entitlements recently adopted by the Exchange’s
affiliate, ISE Gemini, LLC. See Securities Exchange
Act Release No. 80239 (March 14, 2017), 82 FR
14413 (March 20, 2017) (SR–ISEGemini–2017–14).
8 See
E:\FR\FM\18APN1.SGM
18APN1
18330
Federal Register / Vol. 82, No. 73 / Tuesday, April 18, 2017 / Notices
Thus, consistent with Supplementary
Material .01(c) to Rule 713, the
Exchange will reduce the size of the
orders included in the small order
entitlement if such percentage is over
forty percent (40%).
sradovich on DSK3GMQ082PROD with NOTICES
Implementation
The proposed rule change will be
implemented on the Exchange’s new
INET trading system, which is
scheduled to launch in Q2 2017,9
provided that the Exchange will provide
notice of this change in a circular to be
distributed to members prior to
implementing the new allocation
entitlement on INET. The INET
migration will take place on a symbol by
symbol basis as specified by the
Exchange in a notice to be provided to
Members. The Exchange is proposing to
implement this rule change on the INET
platform as the symbols migrate to that
platform. As such, PMMs will begin
receiving the small order entitlement in
symbols as they migrate to the INET
platform.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the
Act.10 In particular, the proposal is
consistent with Section 6(b)(5) of the
Act,11 because it is designed to promote
just and equitable principles of trade,
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.
The Exchange believes that the
proposed rule change is consistent with
the protection of investors and the
public interest as it will allow EAMs to
send Preferenced Orders to the PMM
appointed in an options class without
inadvertently disadvantaging the PMM
compared to if the order was not
preferenced. The regular allocation
entitlements for PMMs, including the
small order entitlement, are designed to
balance the obligations that the PMM
has to the market with corresponding
benefits. The Exchange believes that it
is appropriate to provide the small order
entitlement also when the PMM is
designated as a Preferred Market Maker
as the obligations that the PMM has to
the market are not diminished when it
9 See Securities Exchange Act Release No. 80075
(February 21, 2017), 82 FR 11975 (February 27,
2017) (SR–ISE–2017–03).
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
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16:55 Apr 17, 2017
Jkt 241001
receives a Preferenced Order. MIAX
similarly provides the small order
entitlement to the PMM regardless of
whether the order is submitted as a
Preferenced Order.12 At the same time,
the proposed rule change does not
amend the current participation rights
for Preferred CMMs, which is also
consistent with allocation rules of
MIAX. While the Exchange believes that
it is appropriate to grant PMMs an
allocation entitlement for small sized
orders preferenced to them in
recognition of the obligations that
PMMs have to maintain fair and orderly
markets, the Exchange does not believe
that it is appropriate at this time to
extend this entitlement to CMMs,
preferenced or otherwise.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,13 the Exchange does not believe
that the proposed rule change will
impose any burden on intermarket or
intramarket competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed rule change is designed to
allow EAMs to send Preferenced Orders
to the PMM appointed in an options
class without inadvertently
disadvantaging the PMM by reducing its
participation rights. The proposed
allocation entitlements are equivalent to
those currently in effect on another
options exchange.14 The proposed rule
change is therefore not designed to
impose any significant burden on
competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or 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 from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A)(iii) of the Act 15 and
12 See
supra note 7. [sic]
U.S.C. 78f(b)(8).
14 See supra note 7. [sic]
15 15 U.S.C. 78s(b)(3)(A)(iii).
13 15
PO 00000
Frm 00054
Fmt 4703
Sfmt 4703
subparagraph (f)(6) of Rule 19b–4
thereunder.16
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) 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–
ISE–2017–31 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–ISE–2017–31. 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
16 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.
E:\FR\FM\18APN1.SGM
18APN1
Federal Register / Vol. 82, No. 73 / Tuesday, April 18, 2017 / Notices
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–ISE–
2017–31 and should be submitted on or
before May 9, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–07750 Filed 4–17–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80443; File No. SR–CBOE–
2017–032]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to FLEX Options
Pilot Program
April 12, 2017.
sradovich on DSK3GMQ082PROD with NOTICES
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 April 4,
2017, Chicago Board Options Exchange,
Incorporated (‘‘Exchange’’ or ‘‘CBOE’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Exchange filed the proposal as a ‘‘noncontroversial’’ proposed rule change
pursuant to Section 19(b)(3)(A)(iii) of
the Act 3 and Rule 19b–4(f)(6)
thereunder.4 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 extend the
operation of its Flexible Exchange
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(6).
1 15
VerDate Sep<11>2014
17:52 Apr 17, 2017
Jkt 241001
Options (‘‘FLEX Options’’) pilot
program through May 3, 2018.5 The text
of the proposed rule change is provided
below (additions are italicized;
deletions are [bracketed]).
*
*
*
*
*
Chicago Board Options Exchange,
Incorporated Rules
*
*
*
*
*
Rule 24A.4. Terms of FLEX Options
No change.
. . . Interpretations and Policies
.01 FLEX Index Option PM
Settlements Pilot Program:
Notwithstanding subparagraph (a)(2)(iv)
above, for a pilot period ending the
earlier of May 3, 201[7]8 or the date on
which the pilot program is approved on
a permanent basis, a FLEX Index Option
that expires on an Expiration Friday
may have any exercise settlement value
that is permissible pursuant to
subparagraph (b)(3) above.
.02 No change.
*
*
*
*
*
Rule 24B.4. Terms of FLEX Options
No change.
. . . Interpretations and Policies
.01 FLEX Index Option PM
Settlements Pilot Program:
Notwithstanding subparagraph (a)(2)(iv)
above, for a pilot period ending the
earlier of May 3, 201[7]8 or the date on
which the pilot program is approved on
a permanent basis, a FLEX Index Option
that expires on an Expiration Friday
may have any exercise settlement value
that is permissible pursuant to
subparagraph (b)(3) above.
.02 No change.
*
*
*
*
*
The text of the proposed rule change
is also available on the Exchange’s Web
site (https://www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission’s Public
Reference Room.
5 FLEX Options provide investors with the ability
to customize basic option features including size,
expiration date, exercise style, and certain exercise
prices. FLEX Options can be FLEX Index Options
or FLEX Equity Options. In addition, other products
are permitted to be traded pursuant to the FLEX
trading procedures. For example, credit options are
eligible for trading as FLEX Options pursuant to the
FLEX rules in Chapters XXIVA and XXIVB. See
CBOE Rules 24A.1(e) and (f), 24A.4(b)(1) and (c)(1),
24B.1(f) and (g), 24B.4(b)(1) and (c)(1), and 29.18.
The rules governing the trading of FLEX Options on
the FLEX Request for Quote (‘‘RFQ’’) System
platform are contained in Chapter XXIVA. The rules
governing the trading of FLEX Options on the FLEX
Hybrid Trading System platform are contained in
Chapter XXIVB.
PO 00000
Frm 00055
Fmt 4703
Sfmt 4703
18331
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
On January 28, 2010, the Exchange
received approval of a rule change that,
among other things, established a pilot
program regarding permissible exercise
settlement values for FLEX Index
Options.6 The Exchange has extended
the pilot period six times, which is
currently set to expire on the earlier of
May 3, 2017 or the date on which the
pilot program is approved on a
permanent basis.7 The purpose of this
6 Securities Exchange Act Release No. 61439
(January 28, 2010), 75 FR 5831 (February 4, 2010)
(SR–CBOE–2009–087) (‘‘Approval Order’’). The
initial pilot period was set to expire on March 28,
2011, which date was added to the rules in 2010.
See Securities Exchange Act Release No. 61676
(March 9, 2010), 75 FR 13191 (March 18, 2010) (SR–
CBOE–2010–026).
7 See Securities Exchange Act Release Nos. 64110
(March 23, 2011), 76 FR 17463 (March 29, 2011)
(SR–CBOE–2011–024) (extending the pilot program
through the earlier of March 30, 2012 or the date
on which the pilot program is approved on the
permanent basis); 66701 (March 30, 2012), 77 FR
20673 (April 5, 2012) (SR–CBOE–2012–027)
(extending the pilot through the earlier of
November 2, 2012 or the date on which the pilot
program is approved on a permanent basis); 68145
(November 2, 2012), 77 FR 67044 (November 8,
2012) (SR–CBOE–2012–102) (extending the pilot
program through the earlier of November 2, 2013 or
the date on which the pilot program is approved on
a permanent basis); 70752 (October 24, 2013), 78 FR
65023 (October 30, 2013) (SR–CBOE–2013–099)
(extending the pilot program through the earlier of
November 3, 2014 or the date on which the pilot
program is approved on a permanent basis); 73460
(October 29, 2014), 79 FR 65464 (November 4, 2014)
(SR–CBOE–2014–080) (extending the pilot program
through the earlier of May 3, 2016 or the date on
which the pilot program is approved on a
permanent basis); and 77742 (April 29, 2016), 81 FR
26857 (May 4, 2016) (SR–CBOE–2016–032)
(extending the pilot program through the earlier of
May 3, 2017 or the date on which the pilot program
is approved on a permanent basis). At the same
time the permissible exercise settlement values
pilot was established for FLEX Index Options, the
Exchange also established a pilot program
eliminating the minimum value size requirements
for all FLEX Options. See Approval Order, supra
E:\FR\FM\18APN1.SGM
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18APN1
Agencies
[Federal Register Volume 82, Number 73 (Tuesday, April 18, 2017)]
[Notices]
[Pages 18329-18331]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-07750]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80438; File No. SR-ISE-2017-31]
Self-Regulatory Organizations; Nasdaq ISE, LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Amend
Supplementary Material .03 to Rule 713 To Change the Allocation
Entitlement for Preferred PMMs
April 12, 2017.
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 April 5, 2017, Nasdaq ISE, LLC (``ISE'' or ``Exchange'' ) \3\ filed
with the Securities and Exchange Commission (``SEC'' or ``Commission'')
the 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ ISE was renamed Nasdaq ISE, LLC in a rule change that became
operative on April 3, 2017. See Securities Exchange Act Release No.
80325 (March 29, 2017) (SR-ISE-2017-25).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Supplementary Material .03 to Rule
713 to change the allocation entitlement for Preferred PMMs.
The text of the proposed rule change is available on the Exchange's
Web site at www.ise.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
Supplementary Material .03 to Rule 713 allows an Electronic Access
Member (``EAM'') to designate a ``Preferred Market Maker'' on orders it
enters into the System (``Preferenced Orders''). A Preferred Market
Maker may be the Primary Market Maker (``PMM'') appointed to the
options class or any Competitive Market Maker (``CMM'') appointed to
the options class.\4\ The purpose of the proposed rule change is to
amend Supplementary Material .03 to Rule 713 to change the allocation
entitlement for PMMs that receive Preferenced Orders (i.e., ``Preferred
PMMs''), consistent with allocation entitlements for PMM equivalents on
another options exchange.
---------------------------------------------------------------------------
\4\ See Supplementary Material .03(a) to Rule 713.
---------------------------------------------------------------------------
Currently, a Preferred Market Maker that is quoting at the national
best bid of offer (``NBBO'') at the time the Preferenced Order is
received,\5\ is entitled to participation rights equal to the greater
of: (i) The proportion of the total size at the best price represented
by the size of its quote, or (ii) sixty percent (60%) of the contracts
to be allocated if there is only one (1) other Professional Order or
market maker quotation at the best price and forty percent (40%) if
there are two (2) or more other Professional Orders and/or market maker
quotes at the best price.\6\ This allocation entitlement is in lieu of
the regular allocation provided in Supplementary Material .01 to Rule
713, and applies regardless of whether the Preferred Market Maker is a
PMM or CMM. In some instances where the Preferred Market Maker is the
PMM appointed to the options class this results in a preferenced
allocation that is worse than the market maker's regular allocation
entitlement. Specifically, Supplementary Material .01(c) to Rule 713
provides a small order entitlement whereby orders of five contracts or
fewer are executed first by the PMM. A PMM that normally receives an
allocation entitlement for orders of five contracts or fewer,\7\ would
not receive this allocation entitlement if it were designated as the
Preferred Market Maker.
---------------------------------------------------------------------------
\5\ If the Preferred Market Maker is not quoting at a price
equal to the NBBO at the time the Preferenced Order is received, the
Exchange's regular allocation procedure applies to the execution of
the Preferenced Order. See Supplementary Material .03(b) to Rule
713.
\6\ See Supplementary Material .03(c) to Rule 713.
\7\ See Supplementary Material .01(c) to Rule 713.
---------------------------------------------------------------------------
The Exchange now proposes to amend the participation rights of
Preferred PMMs such that the PMM appointed in an option class will
receive participation rights that are consistent with the higher
allocation entitlement given to PMM equivalents on the MIAX Options
Exchange (``MIAX''). In particular, the Exchange proposes to amend
Supplementary Material .03(c) to Rule 713 to provide that, the
Preferred Market Maker has participation rights equal to the greater
of: (i) The proportion of the total size at the best price represented
by the size of its quote, (ii) sixty percent (60%) of the contracts to
be allocated if there is only one (1) other Professional Order or
market maker quotation at the best price and forty percent (40%) if
there are two (2) or more other Professional Orders and/or market maker
quotes at the best price, or (iii) the full size of a Preferenced Order
for five (5) contracts or fewer if the Primary Market Maker appointed
to the options class is designated as the Preferred Market Maker--i.e.,
the small order allocation entitlement contained in Supplementary
Material .01(c) to Rule 713. Thus, the PMM appointed to an options
class would receive an allocation entitlement for orders of five
contracts or fewer, regardless of whether that order is submitted as a
Preferenced Order. The Exchange believes that this is appropriate since
the PMMs obligations to the market are the same regardless of whether
an order happens to be submitted with a preference instruction. PMM
equivalents on MIAX currently receive this participation right when
preferenced, in addition to the regular 60% or 40% preferenced
allocation currently provided in the rule.\8\ Preferred CMMs will
continue to receive the same allocation entitlement that they receive
today.
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\8\ See MIAX Rule 514(g), (i). The proposed allocation
entitlement is also the same as allocation entitlements recently
adopted by the Exchange's affiliate, ISE Gemini, LLC. See Securities
Exchange Act Release No. 80239 (March 14, 2017), 82 FR 14413 (March
20, 2017) (SR-ISEGemini-2017-14).
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Pursuant to Supplementary Material .01(c) to Rule 713 the Exchange
evaluates on a quarterly basis what percentage of the volume executed
on the Exchange is comprised of orders for five (5) contracts or fewer
executed by PMMs. The Exchange represents that this review will extend
to the small order entitlement for Preferred PMMs.
[[Page 18330]]
Thus, consistent with Supplementary Material .01(c) to Rule 713, the
Exchange will reduce the size of the orders included in the small order
entitlement if such percentage is over forty percent (40%).
Implementation
The proposed rule change will be implemented on the Exchange's new
INET trading system, which is scheduled to launch in Q2 2017,\9\
provided that the Exchange will provide notice of this change in a
circular to be distributed to members prior to implementing the new
allocation entitlement on INET. The INET migration will take place on a
symbol by symbol basis as specified by the Exchange in a notice to be
provided to Members. The Exchange is proposing to implement this rule
change on the INET platform as the symbols migrate to that platform. As
such, PMMs will begin receiving the small order entitlement in symbols
as they migrate to the INET platform.
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\9\ See Securities Exchange Act Release No. 80075 (February 21,
2017), 82 FR 11975 (February 27, 2017) (SR-ISE-2017-03).
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6(b) of the Act.\10\ In
particular, the proposal is consistent with Section 6(b)(5) of the
Act,\11\ because it is designed to promote just and equitable
principles of trade, 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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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that the proposed rule change is consistent
with the protection of investors and the public interest as it will
allow EAMs to send Preferenced Orders to the PMM appointed in an
options class without inadvertently disadvantaging the PMM compared to
if the order was not preferenced. The regular allocation entitlements
for PMMs, including the small order entitlement, are designed to
balance the obligations that the PMM has to the market with
corresponding benefits. The Exchange believes that it is appropriate to
provide the small order entitlement also when the PMM is designated as
a Preferred Market Maker as the obligations that the PMM has to the
market are not diminished when it receives a Preferenced Order. MIAX
similarly provides the small order entitlement to the PMM regardless of
whether the order is submitted as a Preferenced Order.\12\ At the same
time, the proposed rule change does not amend the current participation
rights for Preferred CMMs, which is also consistent with allocation
rules of MIAX. While the Exchange believes that it is appropriate to
grant PMMs an allocation entitlement for small sized orders preferenced
to them in recognition of the obligations that PMMs have to maintain
fair and orderly markets, the Exchange does not believe that it is
appropriate at this time to extend this entitlement to CMMs,
preferenced or otherwise.
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\12\ See supra note 7. [sic]
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B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\13\ the Exchange
does not believe that the proposed rule change will impose any burden
on intermarket or intramarket competition that is not necessary or
appropriate in furtherance of the purposes of the Act. The proposed
rule change is designed to allow EAMs to send Preferenced Orders to the
PMM appointed in an options class without inadvertently disadvantaging
the PMM by reducing its participation rights. The proposed allocation
entitlements are equivalent to those currently in effect on another
options exchange.\14\ The proposed rule change is therefore not
designed to impose any significant burden on competition.
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\13\ 15 U.S.C. 78f(b)(8).
\14\ See supra note 7. [sic]
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or 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 from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A)(iii) of the Act \15\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\16\
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\15\ 15 U.S.C. 78s(b)(3)(A)(iii).
\16\ 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: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) 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-ISE-2017-31 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-ISE-2017-31. 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
[[Page 18331]]
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-ISE-2017-31 and should be submitted on or before May 9,
2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-07750 Filed 4-17-17; 8:45 am]
BILLING CODE 8011-01-P