Self-Regulatory Organizations; Nasdaq GEMX, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Specify an Exception to the Manner in Which Market Maker Immediate-or-Cancel Orders Will Be Handled, 32594-32596 [2017-14756]
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32594
Federal Register / Vol. 82, No. 134 / Friday, July 14, 2017 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81109; File No. SR–GEMX–
2017–28]
Self-Regulatory Organizations; Nasdaq
GEMX, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Specify an Exception
to the Manner in Which Market Maker
Immediate-or-Cancel Orders Will Be
Handled
July 10, 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 June 27,
2017, Nasdaq GEMX, LLC (‘‘GEMX’’ or
the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I and
II below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
GEMX Rule 715(b)(3) to specify an
exception to the manner in which
Immediate-or-Cancel Orders are
handled by the System when entered
through the Specialized Quote Feed 3
(‘‘SQF’’) protocol.
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.
mstockstill on DSK30JT082PROD 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
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 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 SQF is an interface that allows Market Makers
to connect and send quotes, Immediate-or-Cancel
Orders and auction responses into GEMX.
2 17
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange is proposing to amend
GEMX Rule 715(b)(3) to specify the
manner in which an Immediate-orCancel Order interacts with certain
order protections when entered through
SQF. An Immediate-or-Cancel Order is
defined as a limit order that is to be
executed in whole or in part upon
receipt. Any portion not so executed is
to be treated as cancelled.4 SQF is an
interface that was introduced with the
technology migration to a Nasdaq, Inc.
(‘‘Nasdaq’’) supported architecture.5
Prior to the INET migration, Members
entered orders through FIX, DTI or
Nasdaq Precise on GEMX. Today,
Members may continue to submit orders
through FIX or Nasdaq Precise. OTTO
became available to enter orders and
SQF became available for Market
Makers 6 to enter quotes and also
Immediate-or-Cancel Orders. DTI was
discontinued.
The Exchange proposes to amend
GEMX Rule 715(b)(3) to clearly provide
that, today, an Immediate-or-Cancel
order entered by a Market Maker
through SQF is not subject to the Limit
Order Price Protection and Size
Limitation Protection as defined in
GEMX Rule 714(b)(2) and (3). All other
Immediate-or-Cancel Orders entered
through FIX, OTTO or Nasdaq Precise
continue to be subject to these
protections as was the case prior to the
migration.
GEMX Rule 714, entitled ‘‘Automatic
Execution of Orders,’’ contains a section
(b)(2) and (3) which applies to order
protections that are automatically
enforced by the System. The Limit
Order Price Protection sets a limit on
the amount by which incoming limit
orders to buy may be priced above the
Exchange’s best offer and by which
incoming limit orders to sell may be
priced below the Exchange’s best bid.
4 See GEMX Rule 715(b)(3). Immediate-or Cancel
Orders do not route.
5 See Securities Exchange Act Release No. 80011
(February 10, 2017), 82 FR 10927 (February 16,
2017) (SR–ISEGemini–2016–17). INET is the
proprietary core technology utilized across
Nasdaq’s global markets and utilized on The
NASDAQ Options Market LLC (‘‘NOM’’), NASDAQ
PHLX LLC (‘‘Phlx’’) and NASDAQ BX, Inc. (‘‘BX’’)
(collectively, ‘‘Nasdaq Exchanges’’). The migration
of GEMX to the Nasdaq INET architecture resulted
in higher performance, scalability, and more robust
architecture. With the system migration, the
Exchange adopted certain trading functionality
currently utilized at Nasdaq Exchanges.
6 The term ‘‘market makers’’ refers to
‘‘Competitive Market Makers’’ and ‘‘Primary Market
Makers’’ collectively. See GEMX Rule 100(a)(25).
PO 00000
Frm 00067
Fmt 4703
Sfmt 4703
Limit orders that exceed the pricing
limit are rejected.7 Immediate-or-Cancel
Orders entered through SQF are not
subject to the Limit Order Price
Protection provided in GEMX Rule
714(b)(2).
GEMX Rule 714(b)(3) provides a
protection for size limitation. The
System limits the number of contracts
an incoming order may specify. Orders
that exceed the maximum number of
contracts are rejected.8 Immediate-orCancel Orders entered through SQF are
not subject to this size limitation
protection provided in GEMX Rule
714(b)(3).
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,9 in general, and furthers the
objectives of Section 6(b)(5) of the Act,10
in particular, in that it is designed to
promote just and equitable principles of
trade, 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.
With the adoption of the SQF protocol
on INET, the Exchange offered Market
Makers the ability to expeditiously
submit Immediate-or-Cancel orders
through SQF, without having to involve
a different protocol and method of entry
such as FIX, OTTO or Nasdaq Precise.
With the ability for Market Makers to
utilize the SQF protocol to enter
Immediate-or-Cancel Orders, in addition
to having the ability to enter Immediateor-Cancel Orders on FIX, OTTO or
Nasdaq Precise, similar to other market
participants, Market Makers are able to
submit Immediate-or-Cancel Orders into
SQF allowing them to manage risk
utilizing a single protocol, SQF.
Unlike other market participants,
Market Makers are required to provide
liquidity to the market and are subject
to certain obligations, including a
requirement to provide continuous twosided quotes on a daily basis.11 Market
Makers use Immediate-or-Cancel Orders
to trade out of accumulated positions
and manage their risk when providing
liquidity on the Exchange. Proper risk
management, including using these
7 The limit is established by the Exchange from
time-to-time for orders to buy (sell) as the greater
of the Exchange’s best offer (bid) plus (minus): (i)
An absolute amount not to exceed $2.00, or (ii) a
percentage of the Exchange’s best bid/offer not to
exceed 10%. See GEMX Rule 714(b)(2).
8 The maximum number of contracts, which shall
not be less than 10,000, is established by the
Exchange from time-to-time. See GEMX Rule
714(b)(3).
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(5).
11 See GEMX Rule 804(e).
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Federal Register / Vol. 82, No. 134 / Friday, July 14, 2017 / Notices
mstockstill on DSK30JT082PROD with NOTICES
Immediate-or-Cancel Orders to offload
risk, is vital for Market Makers, and
allows them to maintain tight markets
and meet their quoting and other
obligations to the market. The Exchange
believes that allowing Market Makers to
submit Immediate-or-Cancel Orders
though their preferred protocol will
increase their efficiency in submitting
such orders and thereby allow them to
maintain quality markets to the benefit
of all market participants that trade on
the Exchange.
Miami International Securities
Exchange LLC (‘‘MIAX’’) utilizes its
MIAX Express Interface (MEI), a quoting
interface, for market makers to enter
immediate-or-cancel orders.12
Specifically, MIAX noted in its
Application for Registration as a
National Securities Exchange, ‘‘. . .
MIAX would allow market makers to
use a variety of quote types, some of
which would have a specific time in
force and would be analogous to orders
(MIAX refers to such order types as
‘‘eQuotes,’’ and market makers would be
able to enter these orders through their
quotation infrastructure).’’ 13
Furthermore, MIAX’s Price Protection
on Non-Market Maker Orders is not
available for orders submitted by a
Market Maker.14 The Price Protection on
Non-Market Maker Orders prevents an
order from being executed at a price
beyond the price designated in the
order’s price protection instructions,
and is a similar protection to the
Exchange’s Limit Order Price
Protection. The Exchange similarly
believes that it is consistent with the
Act to not apply certain protections to
Market Maker Immediate-or-Cancel
Orders submitted through SQF.
Market Makers handle a large amount
of risk when quoting on GEMX and in
addition to the risk protections required
by the Exchange, Market Makers utilize
their own risk management parameters
when entering orders, minimizing the
likelihood of a Market Maker order
resulting from an error from [sic] being
entered. The Exchange believes that
Market Makers, unlike other market
participants, have the ability to manage
12 MIAX offers an eQuote, which is a quote with
a specific time in force that does not automatically
cancel and replace a previous Standard quote or
eQuote. An eQuote can be cancelled by the Market
Maker at any time, or can be replaced by another
eQuote that contains specific instructions to cancel
an existing eQuote. See MIAX Rule 517(a)(2).
13 See Securities Exchange Release Act No. 68341
(December 3, 2012), 77 FR 73065 (December 7,
2012) (File No. 10–207) (In the Matter of the
Application of Miami International Securities
Exchange, LLC for Registration as a National
Securities Exchange: Findings, Opinion, and Order
of the Commission).
14 See MIAX Rule 515(c)(1).
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17:44 Jul 13, 2017
Jkt 241001
their risk when submitting Immediateor-Cancel Orders through SQF and
should be permitted to elect this method
of order entry to obtain efficiency and
speed of order entry, particularly in
light of the continuous quoting
obligations the Exchange imposes on
these participants. If Market Makers
desire the Limit Order Protections and
the Size Limitation Protections, they
may utilize the FIX, OTTO or Nasdaq
Precise protocols for entering their
orders. The Exchange notes that Market
Makers on Phlx may enter Immediateor-Cancel Orders through SQF and are
similarly not subject to certain risk
protections today.15 The Exchange
represents that it will continue to assess
the risk protections that are applied to
orders, including Market Maker
Immediate-or-Cancel Orders submitted
through SQF, to ensure that adequate
risk protections are available to
members that trade on the Exchange.
The Exchange will file to adopt
additional risk protections in the event
that the Exchange determines that such
additional protections are appropriate in
the interest of maintaining a fair and
orderly market.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change imposes any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act. Market Makers
handle a large amount of risk when
quoting on GEMX and in addition to the
risk protections required by the
Exchange, Market Makers utilize their
own risk management parameters when
entering orders, minimizing the
likelihood of a Market Maker order
resulting from an error being entered.
Market Makers also transact a large
amount of orders on the Exchange and
bring liquidity to the market. Market
Makers should be permitted to elect this
method of order entry to obtain
efficiency and speed of order entry,
particularly in light of the continuous
quoting obligations the Exchange
imposes on these members that are not
applicable to other market participants.
The Exchange therefore believes that
this rule change will not impose an
undue burden on competition.
15 See Securities and Exchange Release No. 76295
(October 29, 2015), 80 FR 68338 at 68339
(November 4, 2015) (SR-Phlx-2015–83) (Phlx noted
in footnote 8 that while SQF permits the receipt of
quotes, sweeps are not included for purposes of the
Percentage Based risk protection in Rule 1095(i)).
Phlx Rule 1080(c)(iii)(B) provides that, ‘‘. . .
Market Sweeps are processed on an immediate-orcancel basis, may not be routed, may be entered
only at a single price, and may not trade through
away markets.’’
PO 00000
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Fmt 4703
Sfmt 4703
32595
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
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 16 and Rule
19b-4(f)(6) thereunder.17 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange has stated that it is
requesting this waiver to specify that
when Market Makers submit Immediateor-Cancel Orders through SQF, the
Limit Order Price Protection in GEMX
Rule 714(b)(2) and the Size Limitation
Protection in GEMX Rule 714(b)(3) do
not apply to those orders. The Exchange
believes that Market Makers should be
permitted to elect this method of order
entry to obtain efficiency and speed of
order entry, due to the continuous
quoting obligations the Exchange places
on Market Makers, unlike other market
participants. Additionally the Exchange
believes that Market Makers have the
ability to manage their own risk when
submitting Immediate-or-Cancel Orders
through SQF. The Exchange represents
that it will continue to assess the risk
protections that are applied to orders
and will file to adopt additional risk
protections if it determines that such
additional protections are appropriate in
the interest of maintaining a fair and
orderly market.
16 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
give the Commission written notice of its intent to
file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
17 17
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32596
Federal Register / Vol. 82, No. 134 / Friday, July 14, 2017 / Notices
The Commission believes that waiver
the 30-day operative delay is consistent
with the protection of investors and the
public interest because this waiver will
enable the Exchange to permit Market
Makers to utilize the SQF protocol to
submit Immediate-or-Cancel Orders,
thereby allowing Market Makers to
manage their risk through a single
protocol for entering orders and
quotations and comply with their
continuous quoting requirements. The
Commission notes that Market Makers
are sophisticated market participants
that have alternative methods to manage
risk and that the Exchange will continue
to assess the need for additional risk
protections that may be appropriate,
including for Immediate-or-Cancel
Orders submitted through SQF. For this
reason, the Commission hereby waives
the 30-day operative delay requirement
and designates the proposed rule change
as operative upon filing.18
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
under Section 19(b)(2)(B) 19 of the Act 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:
mstockstill on DSK30JT082PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
GEMX–2017–28 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–GEMX–2017–28. This file
number should be included on the
18 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. See 15 U.S.C. 78c(f).
19 15 U.S.C. 78s(b)(2)(B).
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17:44 Jul 13, 2017
Jkt 241001
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–GEMX–
2017–28, and should be submitted on or
before August 4, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2017–14756 Filed 7–13–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81113; File No. SR–
NYSEArca–2017–60]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Designation of a
Longer Period for Commission Action
on a Proposed Rule Change for a New
NYSE Arca Rule 11.6900 and a New
NYSE Arca Equities Rule 6.6900 To
Establish the Procedures for Resolving
Potential Disputes Related to CAT
Fees Charged to Industry Members
Exchange Act of 1934 (‘‘Act’’ or
‘‘Exchange Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
adopt NYSE Arca Rule 11.6900 and
NYSE Arca Equities Rule 6.6900. The
proposed rule change was published for
comment in the Federal Register on
June 1, 2017.3 The Commission received
no comment letters on the proposed rule
change.
Section 19(b)(2) of the Act 4 provides
that, within 45 days of the publication
of notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The Commission is
extending this 45-day time period.
The Commission finds that it is
appropriate to designate a longer period
within which to take action on the
proposed rule change so that it has
sufficient time to consider the proposed
rule change. The proposed rule change
would establish the procedures for
resolving potential disputes related to
CAT Fees charged to Industry Members.
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,5
designates August 30, 2017, as the date
by which the Commission should either
approve or disapprove or institute
proceedings to determine whether to
disapprove the proposed rule change
(File Number SR–NYSEArca–2017–60).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2017–14777 Filed 7–13–17; 8:45 am]
BILLING CODE 8011–01–P
July 10, 2017.
On May 16, 2017, NYSE Arca, Inc.
(‘‘NYSE Arca’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
PO 00000
20 17
CFR 200.30–3(a)(12).
Frm 00069
Fmt 4703
Sfmt 9990
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Securities Exchange Act Release No. 80781 (May
26, 2017), 82 FR 25369 (‘‘Notice’’).
4 15 U.S.C. 78s(b)(2).
5 15 U.S.C. 78s(b)(2).
6 17 CFR 200.30–3(a)(31).
2 17
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Agencies
[Federal Register Volume 82, Number 134 (Friday, July 14, 2017)]
[Notices]
[Pages 32594-32596]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-14756]
[[Page 32594]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81109; File No. SR-GEMX-2017-28]
Self-Regulatory Organizations; Nasdaq GEMX, LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Specify an
Exception to the Manner in Which Market Maker Immediate-or-Cancel
Orders Will Be Handled
July 10, 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 June 27, 2017, Nasdaq GEMX, LLC (``GEMX'' or the ``Exchange'') filed
with the Securities and Exchange Commission (``SEC'' or ``Commission'')
the proposed rule change as described in Items I and II below, which
Items have been prepared by the Exchange. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
---------------------------------------------------------------------------
\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 proposes to amend GEMX Rule 715(b)(3) to specify an
exception to the manner in which Immediate-or-Cancel Orders are handled
by the System when entered through the Specialized Quote Feed \3\
(``SQF'') protocol.
---------------------------------------------------------------------------
\3\ SQF is an interface that allows Market Makers to connect and
send quotes, Immediate-or-Cancel Orders and auction responses into
GEMX.
---------------------------------------------------------------------------
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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to amend GEMX Rule 715(b)(3) to specify
the manner in which an Immediate-or-Cancel Order interacts with certain
order protections when entered through SQF. An Immediate-or-Cancel
Order is defined as a limit order that is to be executed in whole or in
part upon receipt. Any portion not so executed is to be treated as
cancelled.\4\ SQF is an interface that was introduced with the
technology migration to a Nasdaq, Inc. (``Nasdaq'') supported
architecture.\5\ Prior to the INET migration, Members entered orders
through FIX, DTI or Nasdaq Precise on GEMX. Today, Members may continue
to submit orders through FIX or Nasdaq Precise. OTTO became available
to enter orders and SQF became available for Market Makers \6\ to enter
quotes and also Immediate-or-Cancel Orders. DTI was discontinued.
---------------------------------------------------------------------------
\4\ See GEMX Rule 715(b)(3). Immediate-or Cancel Orders do not
route.
\5\ See Securities Exchange Act Release No. 80011 (February 10,
2017), 82 FR 10927 (February 16, 2017) (SR-ISEGemini-2016-17). INET
is the proprietary core technology utilized across Nasdaq's global
markets and utilized on The NASDAQ Options Market LLC (``NOM''),
NASDAQ PHLX LLC (``Phlx'') and NASDAQ BX, Inc. (``BX'')
(collectively, ``Nasdaq Exchanges''). The migration of GEMX to the
Nasdaq INET architecture resulted in higher performance,
scalability, and more robust architecture. With the system
migration, the Exchange adopted certain trading functionality
currently utilized at Nasdaq Exchanges.
\6\ The term ``market makers'' refers to ``Competitive Market
Makers'' and ``Primary Market Makers'' collectively. See GEMX Rule
100(a)(25).
---------------------------------------------------------------------------
The Exchange proposes to amend GEMX Rule 715(b)(3) to clearly
provide that, today, an Immediate-or-Cancel order entered by a Market
Maker through SQF is not subject to the Limit Order Price Protection
and Size Limitation Protection as defined in GEMX Rule 714(b)(2) and
(3). All other Immediate-or-Cancel Orders entered through FIX, OTTO or
Nasdaq Precise continue to be subject to these protections as was the
case prior to the migration.
GEMX Rule 714, entitled ``Automatic Execution of Orders,'' contains
a section (b)(2) and (3) which applies to order protections that are
automatically enforced by the System. The Limit Order Price Protection
sets a limit on the amount by which incoming limit orders to buy may be
priced above the Exchange's best offer and by which incoming limit
orders to sell may be priced below the Exchange's best bid. Limit
orders that exceed the pricing limit are rejected.\7\ Immediate-or-
Cancel Orders entered through SQF are not subject to the Limit Order
Price Protection provided in GEMX Rule 714(b)(2).
---------------------------------------------------------------------------
\7\ The limit is established by the Exchange from time-to-time
for orders to buy (sell) as the greater of the Exchange's best offer
(bid) plus (minus): (i) An absolute amount not to exceed $2.00, or
(ii) a percentage of the Exchange's best bid/offer not to exceed
10%. See GEMX Rule 714(b)(2).
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GEMX Rule 714(b)(3) provides a protection for size limitation. The
System limits the number of contracts an incoming order may specify.
Orders that exceed the maximum number of contracts are rejected.\8\
Immediate-or-Cancel Orders entered through SQF are not subject to this
size limitation protection provided in GEMX Rule 714(b)(3).
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\8\ The maximum number of contracts, which shall not be less
than 10,000, is established by the Exchange from time-to-time. See
GEMX Rule 714(b)(3).
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\9\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\10\ in particular, in that it is designed to
promote just and equitable principles of trade, 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.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
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With the adoption of the SQF protocol on INET, the Exchange offered
Market Makers the ability to expeditiously submit Immediate-or-Cancel
orders through SQF, without having to involve a different protocol and
method of entry such as FIX, OTTO or Nasdaq Precise. With the ability
for Market Makers to utilize the SQF protocol to enter Immediate-or-
Cancel Orders, in addition to having the ability to enter Immediate-or-
Cancel Orders on FIX, OTTO or Nasdaq Precise, similar to other market
participants, Market Makers are able to submit Immediate-or-Cancel
Orders into SQF allowing them to manage risk utilizing a single
protocol, SQF.
Unlike other market participants, Market Makers are required to
provide liquidity to the market and are subject to certain obligations,
including a requirement to provide continuous two-sided quotes on a
daily basis.\11\ Market Makers use Immediate-or-Cancel Orders to trade
out of accumulated positions and manage their risk when providing
liquidity on the Exchange. Proper risk management, including using
these
[[Page 32595]]
Immediate-or-Cancel Orders to offload risk, is vital for Market Makers,
and allows them to maintain tight markets and meet their quoting and
other obligations to the market. The Exchange believes that allowing
Market Makers to submit Immediate-or-Cancel Orders though their
preferred protocol will increase their efficiency in submitting such
orders and thereby allow them to maintain quality markets to the
benefit of all market participants that trade on the Exchange.
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\11\ See GEMX Rule 804(e).
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Miami International Securities Exchange LLC (``MIAX'') utilizes its
MIAX Express Interface (MEI), a quoting interface, for market makers to
enter immediate-or-cancel orders.\12\ Specifically, MIAX noted in its
Application for Registration as a National Securities Exchange, ``. . .
MIAX would allow market makers to use a variety of quote types, some of
which would have a specific time in force and would be analogous to
orders (MIAX refers to such order types as ``eQuotes,'' and market
makers would be able to enter these orders through their quotation
infrastructure).'' \13\ Furthermore, MIAX's Price Protection on Non-
Market Maker Orders is not available for orders submitted by a Market
Maker.\14\ The Price Protection on Non-Market Maker Orders prevents an
order from being executed at a price beyond the price designated in the
order's price protection instructions, and is a similar protection to
the Exchange's Limit Order Price Protection. The Exchange similarly
believes that it is consistent with the Act to not apply certain
protections to Market Maker Immediate-or-Cancel Orders submitted
through SQF.
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\12\ MIAX offers an eQuote, which is a quote with a specific
time in force that does not automatically cancel and replace a
previous Standard quote or eQuote. An eQuote can be cancelled by the
Market Maker at any time, or can be replaced by another eQuote that
contains specific instructions to cancel an existing eQuote. See
MIAX Rule 517(a)(2).
\13\ See Securities Exchange Release Act No. 68341 (December 3,
2012), 77 FR 73065 (December 7, 2012) (File No. 10-207) (In the
Matter of the Application of Miami International Securities
Exchange, LLC for Registration as a National Securities Exchange:
Findings, Opinion, and Order of the Commission).
\14\ See MIAX Rule 515(c)(1).
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Market Makers handle a large amount of risk when quoting on GEMX
and in addition to the risk protections required by the Exchange,
Market Makers utilize their own risk management parameters when
entering orders, minimizing the likelihood of a Market Maker order
resulting from an error from [sic] being entered. The Exchange believes
that Market Makers, unlike other market participants, have the ability
to manage their risk when submitting Immediate-or-Cancel Orders through
SQF and should be permitted to elect this method of order entry to
obtain efficiency and speed of order entry, particularly in light of
the continuous quoting obligations the Exchange imposes on these
participants. If Market Makers desire the Limit Order Protections and
the Size Limitation Protections, they may utilize the FIX, OTTO or
Nasdaq Precise protocols for entering their orders. The Exchange notes
that Market Makers on Phlx may enter Immediate-or-Cancel Orders through
SQF and are similarly not subject to certain risk protections
today.\15\ The Exchange represents that it will continue to assess the
risk protections that are applied to orders, including Market Maker
Immediate-or-Cancel Orders submitted through SQF, to ensure that
adequate risk protections are available to members that trade on the
Exchange. The Exchange will file to adopt additional risk protections
in the event that the Exchange determines that such additional
protections are appropriate in the interest of maintaining a fair and
orderly market.
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\15\ See Securities and Exchange Release No. 76295 (October 29,
2015), 80 FR 68338 at 68339 (November 4, 2015) (SR-Phlx-2015-83)
(Phlx noted in footnote 8 that while SQF permits the receipt of
quotes, sweeps are not included for purposes of the Percentage Based
risk protection in Rule 1095(i)). Phlx Rule 1080(c)(iii)(B) provides
that, ``. . . Market Sweeps are processed on an immediate-or-cancel
basis, may not be routed, may be entered only at a single price, and
may not trade through away markets.''
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change imposes
any burden on competition not necessary or appropriate in furtherance
of the purposes of the Act. Market Makers handle a large amount of risk
when quoting on GEMX and in addition to the risk protections required
by the Exchange, Market Makers utilize their own risk management
parameters when entering orders, minimizing the likelihood of a Market
Maker order resulting from an error being entered. Market Makers also
transact a large amount of orders on the Exchange and bring liquidity
to the market. Market Makers should be permitted to elect this method
of order entry to obtain efficiency and speed of order entry,
particularly in light of the continuous quoting obligations the
Exchange imposes on these members that are not applicable to other
market participants. The Exchange therefore believes that this rule
change will not impose an undue 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
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \16\ and Rule 19b-4(f)(6) thereunder.\17\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
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\16\ 15 U.S.C. 78s(b)(3)(A)(iii).
\17\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change, along
with a brief description and text of the proposed rule change, at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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The Exchange has asked the Commission to waive the 30-day operative
delay so that the proposal may become operative immediately upon
filing. The Exchange has stated that it is requesting this waiver to
specify that when Market Makers submit Immediate-or-Cancel Orders
through SQF, the Limit Order Price Protection in GEMX Rule 714(b)(2)
and the Size Limitation Protection in GEMX Rule 714(b)(3) do not apply
to those orders. The Exchange believes that Market Makers should be
permitted to elect this method of order entry to obtain efficiency and
speed of order entry, due to the continuous quoting obligations the
Exchange places on Market Makers, unlike other market participants.
Additionally the Exchange believes that Market Makers have the ability
to manage their own risk when submitting Immediate-or-Cancel Orders
through SQF. The Exchange represents that it will continue to assess
the risk protections that are applied to orders and will file to adopt
additional risk protections if it determines that such additional
protections are appropriate in the interest of maintaining a fair and
orderly market.
[[Page 32596]]
The Commission believes that waiver the 30-day operative delay is
consistent with the protection of investors and the public interest
because this waiver will enable the Exchange to permit Market Makers to
utilize the SQF protocol to submit Immediate-or-Cancel Orders, thereby
allowing Market Makers to manage their risk through a single protocol
for entering orders and quotations and comply with their continuous
quoting requirements. The Commission notes that Market Makers are
sophisticated market participants that have alternative methods to
manage risk and that the Exchange will continue to assess the need for
additional risk protections that may be appropriate, including for
Immediate-or-Cancel Orders submitted through SQF. For this reason, the
Commission hereby waives the 30-day operative delay requirement and
designates the proposed rule change as operative upon filing.\18\
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\18\ 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. See 15 U.S.C.
78c(f).
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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 under
Section 19(b)(2)(B) \19\ of the Act to determine whether the proposed
rule should be approved or disapproved.
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\19\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
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-GEMX-2017-28 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-GEMX-2017-28. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-GEMX-2017-28, and should be
submitted on or before August 4, 2017.
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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Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2017-14756 Filed 7-13-17; 8:45 am]
BILLING CODE 8011-01-P