Self-Regulatory Organizations; NYSE American LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Exchange Rule 7.10E To Exclude Trading Halt Auctions From Being Reviewed as Clearly Erroneous, Rule 7.11E To Conform to the Limit Up-Limit Down NMS Plan, Rule 7.31E To Add a New Imbalance Only Order, and Rule 7.35E To Enhance the Information Available Before an Auction and Revise Procedures for Trading Halt Auctions, 50898-50906 [2017-23826]
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50898
Federal Register / Vol. 82, No. 211 / Thursday, November 2, 2017 / Notices
NATIONAL SCIENCE FOUNDATION
Sunshine Act Meeting; National
Science Board
The National Science Board’s
Committee on Oversight (CO), pursuant
to NSF regulations (45 CFR part 614),
the National Science Foundation Act, as
amended (42 U.S.C. 1862n–5), and the
Government in the Sunshine Act (5
U.S.C. 552b), hereby gives notice of the
scheduling of a teleconference for the
transaction of National Science Board
business, as follows:
TIME AND DATE: Friday, November 3,
2017 at 9:00 a.m. EDT.
STATUS: Open.
MATTERS TO BE CONSIDERED: Committee
Chair’s remarks, and discussion of the
functions of the Merit Review report
and consideration of possible research
topics.
CONTACT PERSON FOR MORE INFORMATION:
Point of contact for this meeting is: Ann
Bushmiller (abushmil@nsf.gov), 2415
Eisenhower Avenue, Alexandria, VA
22314. This meeting will be held by
teleconference at the National Science
Foundation, 2415 Eisenhower Avenue,
Alexandria, VA 22314. An audio link
will be available for the public.
Members of the public must contact the
Board Office to request the public audio
link by sending an email to
nationalsciencebrd@nsf.gov at least 24
hours prior to the teleconference.
Please refer to the National Science
Board Web site https://www.nsf.gov/
nsb/meetings/notices.jsp#sunshine for
meeting information and updates. You
may find general information at https://
www.nsf.gov/nsb/.
Chris Blair,
Executive Assistant to the National Science
Board Office.
[FR Doc. 2017–23962 Filed 10–31–17; 11:15 am]
BILLING CODE 7555–01–P
NATIONAL SCIENCE FOUNDATION
Request for Recommendations for
Membership on Stem Education
Advisory Panel
ACTION:
Notice.
The National Science
Foundation (NSF), the Department of
Education, the National Aeronautics
and Space Administration, and the
National Oceanic and Atmospheric
Administration are currently requesting
recommendations for membership on
the Science, Technology, Engineering,
and Mathematics (STEM) Education
Advisory Panel (Committee).
Recommendations should consist of the
asabaliauskas on DSKBBXCHB2PROD with NOTICES
SUMMARY:
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22:28 Nov 01, 2017
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name of the submitting individual, the
organization or the affiliation providing
the member nomination, the name of
the recommended individual, the
recommended individual’s curriculum
vita, an expression of the individual’s
interest in serving, and the following
recommended individual’s contact
information: Address, telephone
number, FAX number, and email
address. Self-recommendations are
accepted. If you would like to make a
membership recommendation, please
send your recommendation to Nafeesa
Owens at stemedadvisory@nsf.gov.
ADDRESSES: The mailing address for the
National Science Foundation is 2415
Eisenhower Avenue, Alexandria,
Virginia 22314. The web link to
committee information may be found on
the NSF Web site: NSF Advisory
Committees.
SUPPLEMENTARY INFORMATION: The STEM
Education Advisory Panel (Committee)
was established on October 18, 2017,
under the authority of the American
Innovation and Competitiveness Act
(Pub. L. 114–329; Section 303(b)) and
the Federal Advisory Committee Act
(‘‘FACA’’) of 1972 (5 U.S.C, Appendix 2,
as amended).
The role of the Science, Technology,
Engineering, and Mathematics (STEM)
Education Advisory Panel (Committee)
is to provide advice and
recommendations to the Committee on
Science, Technology, Engineering, and
Mathematics Education (CoSTEM),
assess CoSTEM’s progress in carrying
out responsibilities related to the
America COMPETES Reauthorization
Act, and help identify need or
opportunity to update the Federal STEM
Education 5-Year Strategic Plan.
NSF encourages individuals to submit
their recommendations by November
30, 2017, in order to be considered for
initial selection. Thereafter, NSF
intends to publish a notice requesting
recommendations on an annual basis.
NSF will keep recommendations active
for 12 months from the date of receipt.
Although NSF welcomes all
recommendations, the Agency will not
be able to acknowledge or respond
positively to each person who contacts
NSF or has been recommended.
A primary consideration when
formulating committee membership is
recognized knowledge, expertise, or
demonstrated ability. Other factors that
may be considered are balance among
diverse institutions, regions, and groups
underrepresented in science,
technology, engineering, and
mathematics.
Membership will consist of no less
than 11 individuals. Members shall
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primarily be individuals from academic
institutions, nonprofit organizations,
and industry, including in-school, outof-school, and informal education
practitioners; and shall be individuals
who are qualified to provide advice and
information on STEM education
research, development, training,
implementation, interventions,
professional development or workforce
needs or concerns. Members may serve
on the panel (Committee) for up to a
three-year term. Advisory meetings will
be held twice a year.
Dated: October 30, 2017.
Crystal Robinson,
Committee Management Officer.
[FR Doc. 2017–23859 Filed 11–1–17; 8:45 am]
BILLING CODE 7555–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81968; File No. SR–
NYSEAMER–2017–30]
Self-Regulatory Organizations; NYSE
American LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend Exchange
Rule 7.10E To Exclude Trading Halt
Auctions From Being Reviewed as
Clearly Erroneous, Rule 7.11E To
Conform to the Limit Up-Limit Down
NMS Plan, Rule 7.31E To Add a New
Imbalance Only Order, and Rule 7.35E
To Enhance the Information Available
Before an Auction and Revise
Procedures for Trading Halt Auctions
October 27, 2017.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on October
20, 2017, NYSE American LLC
(‘‘Exchange’’ or ‘‘NYSE American’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 7.35E to enhance the information
available before an auction and revise
its procedures for Trading Halt
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
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Federal Register / Vol. 82, No. 211 / Thursday, November 2, 2017 / Notices
Auctions, Rule 7.10E to exclude Trading
Halt Auctions from being reviewed as
clearly erroneous, Rule 7.31E to add a
new Imbalance Only Order, and Rule
7.11E. The proposed rule change is
available on the Exchange’s Web site at
www.nyse.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
self-regulatory organization 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 those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
asabaliauskas on DSKBBXCHB2PROD with NOTICES
1. Purpose
The Exchange proposes to amend
Rule 7.35E (Auctions) to enhance the
information available before an auction
and revise its procedures for Trading
Halt Auctions, Rule 7.10E to exclude
Trading Halt Auctions from being
reviewed as a clearly erroneous
execution, Rule 7.31E (Orders and
Modifiers) to add a new Imbalance Only
Order, and Rule 7.11E (Limit Up—Limit
Down Plan and Trading Pauses in
Individual Securities Due to
Extraordinary Market Volatility) to
conform the rule to approved changes to
the Regulation NMS Plan to Address
Extraordinary Market Volatility
(‘‘Plan’’).4
Overview
The Operating Committee for the Plan
with input from the Advisory
Committee to the Plan and staff of the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’), identified a
number of enhancements to the
reopening process following a Trading
Pause that have been addressed in a
combination of an amendment to the
Plan and amendments to the rules of the
Primary Listing Exchanges.5 The
4 See Securities Exchange Act Release No. 80455
(April 13, 2017), 82 FR 18519 (April 19, 2017) (File
No. 4–631) (Order approving 13th Amendment to
the Plan).
5 Unless otherwise specified, capitalized terms
used herein have the same meaning as set forth in
the Plan or in Exchange rules.
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Exchange is a Participant of the Plan
and a member of the Operating
Committee.
With respect to the Plan, the
Participants amended the Plan to
provide that a Trading Pause will
continue until the Primary Listing
Exchange reopens trading using its
established reopening procedures and
reports a Reopening Price.6 With LULD
Amendment 12, the Participants
eliminated the current allowance for a
trading center to resume trading in an
NMS Stock following a Trading Pause if
the Primary Listing Exchange has not
reported a Reopening Price within ten
minutes after the declaration of a
Trading Pause and has not declared a
Regulatory Halt. In addition, to close
any gaps of potential scenarios when
trading may resume without Price
Bands, LULD Amendment 12 provides
that a trading center may not resume
trading in an NMS Stock following a
Trading Pause without Price Bands in
such NMS Stock. To address potential
scenarios of when there may not be a
Reopening Price from the Primary
Listing Exchange from which to
calculate Price Bands, LULD
Amendment 12 further addresses when
trading may resume if the Primary
Listing Exchange is unable to reopen
due to a systems or technology issue
and how the Reference Price would be
determined either under such
circumstances or if the Primary Listing
Exchange reopens trading on a zero bid
or zero quote, or both.
In connection with LULD
Amendment 12, the Participants agreed
on a standardized approach for how the
Primary Listing Exchanges should
conduct certain aspects of an automated
reopening following a Trading Pause.
Specifically, because trading centers
will not be permitted to resume trading
in an NMS Stock until there is a
Reopening Price, the Participants
believe it is appropriate for the Primary
Listing Exchanges to adopt uniform
standards for determining whether and
when to conduct such automated
reopenings, including what price collar
thresholds would be applicable to such
automated reopenings and how to
provide for extensions of when a
reopening auction would be conducted.
The goal of such changes is to ensure
that all Market Order interest could be
satisfied in an automated reopening
auction.
More specifically, the Participants
have agreed that if there is an imbalance
6 See Securities Exchange Act Release No. 79845
(January 19, 2017), 82 FR 8551 (January 26, 2017)
(File No. 4–631) (Order approving the twelfth
amendment to the Plan (‘‘LULD Amendment 12’’)).
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of market orders, or if the Reopening
Price would be outside of specified
price collar thresholds, the Trading
Pause would be extended an additional
five minutes in order to provide
additional time to attract offsetting
liquidity. If at the end of such extension,
Market Orders still cannot be satisfied
within price collar thresholds or if the
reopening auction would be priced
outside of the applicable price collar
thresholds, the Primary Listing
Exchange would extend the Trading
Pause an additional five minutes. With
each such extension, the Participants
have agreed that it would be appropriate
to widen the price collar threshold on
the side of the market on which there is
buying or selling pressure.
With respect to price collar
thresholds, the Participants have agreed
that the reference price for calculating
price collar thresholds would be the
price of the limit state that preceded the
Trading Pause, i.e., either the Lower or
Upper Price Band price. For NMS
Stocks priced more than $3.00,
• if there is selling pressure, the
lower collar for the auction would be
the Lower Price Band minus five
percent and the upper collar would be
the Upper Price Band;
• if there is buying pressure, the
upper collar for the auction would be
the Upper Price Band plus five percent
and the lower collar would be the Lower
Price Band.
For each extension, the collars would
be widened an additional five percent,
but only on the side of the imbalance.7
The Participants believe that widening
collars only in the direction of the
imbalance would address issues relating
to the concept of mean reversion.
Finally, the Participants have agreed
that the proposed new procedures for
reopening trading following a Trading
Pause reduces the potential that an
order or orders entered by one or more
ETP Holders caused such execution to
be clearly erroneous. Specifically, the
Participants believe that the proposed
standardized procedures for reopening
trading following a Trading Pause
incorporates a methodology that allows
for widened collars, which may result in
a reopening price away from prior
trading prices, but which reopening
price would be a result of a measured
and transparent process that eliminates
the potential that such trade would be
considered erroneous.
As a Primary Listing Exchange, the
Exchange proposes to amend Rule 7.35E
to implement the proposed uniform
trading practices with respect to
7 For NMS Stocks that are priced $3.00 and
under, the price collar threshold would be $0.15.
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Federal Register / Vol. 82, No. 211 / Thursday, November 2, 2017 / Notices
asabaliauskas on DSKBBXCHB2PROD with NOTICES
reopening a security following a Trading
Pause, as described above. In addition,
the Exchange proposes to implement
changes for automated reopenings
following a market-wide circuit breaker
under Rule 7.12E and any regulatory
halts triggered in an Exchange-listed
security. The Exchange further proposes
to amend Rule 7.10E to preclude ETP
Holders from requesting a review of a
Trading Halt Auction as a clearly
erroneous execution. Finally, in
connection with these proposed
changes, the Exchange proposes
additional enhancements to its auction
processes, including adding a new
Imbalance Only Order, an Auction
Freeze period before a Trading Halt
Auction, and enhanced information to
be disseminated before an auction.
The proposed rule changes are based
on the rules of its affiliated exchange,
NYSE Arca, Inc. (‘‘NYSE Arca’’),
without any substantive differences.8
Uniform Primary Listing Exchange
Proposed Rule Changes.
To effect the proposed enhancements
that will be implemented by all Primary
Listing Exchanges, the Exchange
proposes to add new sub-paragraphs
(5)–(10) to Rule 7.35E(e), which governs
Trading Halt Auctions, re-number
current Rule 7.35E(e)(5) as new Rule
7.35E(e)(11), and amend Rule
7.35E(e)(2). The Exchange proposes to
implement these changes for all Trading
Halt Auctions. The proposed
standardized trading practices agreed
upon by the Operating Committee are
intended for Trading Halt Auctions
following a trading pause under Rule
7.11E. However, the Exchange believes
that these proposed procedures would
be beneficial following all halts,
including regulatory halts and halts due
to extraordinary market volatility. The
proposed rule changes are based on
NYSE Arca Rule 7.35–E(e) without any
substantive differences.
Rule 7.35E(e)(2) currently provides
that after trading in a security has been
halted or paused, the Exchange will
disseminate the estimated time at which
trading in that security will re-open
(‘‘Re-Opening Time’’). The Exchange
proposes to add to this rule that the
initial Re-Opening Time for a Trading
Halt Auction following a trading pause
under Rule 7.11E (‘‘Trading Pause’’) or
trading halt due to extraordinary market
8 See Securities Exchange Act Release Nos. 79846
(January 19, 2017), 82 FR 8548 (January 26, 2017)
(SR–NYSEArca–2016–130) (Approval Order)
(‘‘NYSE Arca Trading Halt Auction Filing’’) and
81603 (September 13, 2017), 82 FR 43609
(September 18, 2017) (SR–NYSEArca–2017–102)
(Notice of filing and immediate effectiveness of
proposed rule change).
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volatility under Rule 7.12E (‘‘MWCB
Halt’’) will be at the scheduled end of
the Trading Pause or MWCB Halt. This
proposed rule text clarifies that for
Trading Pauses and MWCB Halts, the
length of the initial pause or halt period
is as specified in those rules. As
specified in the Plan, the scheduled end
of the Trading Pause is five minutes
after a Trading Pause has been declared.
As specified in Rule 7.12E(b), the
scheduled end of a Level 1 or Level 2
Market Decline is 15 minutes. If there is
a Level 3 Market Decline, the Exchange
will not re-open.
Proposed Rule 7.35E(e)(5) would
provide that a Trading Halt Auction
would not be conducted if the
Indicative Match Price, before being
adjusted based on Auction Collars, is
below (above) the Lower (Upper)
Auction Collar or if there is a sell (buy)
Market Imbalance, either of which
would be defined as an ‘‘Impermissible
Price.’’ 9 This proposed rule text would
implement the proposed standardized
enhancement that the Exchange would
not conduct a Trading Halt Auction if
there are either unsatisfied Market
Orders, or if the Indicative Match Price
would be outside the applicable
Auction Collars.
Extensions: Proposed Rule 7.35E(e)(6)
would specify the circumstances when
the Exchange would extend the ReOpening Time for a Trading Halt
Auction, as follows:
• Proposed Rule 7.35E(e)(6)(A) would
provide that, if there is an
Impermissible Price at the initial ReOpening Time, the pause or halt would
be extended an additional five minutes
and a new Re-Opening Time would be
disseminated, which would be referred
to as the ‘‘First Extension.’’ The
proposed rule would further provide
that the Exchange would not conduct a
Trading Halt Auction before the ReOpening Time for the First Extension.
As such, if the Exchange disseminates a
First Extension, consistent with the Plan
in effect before LULD Amendment 12,
which provides that if the Primary
Listing Exchange does not reopen,
trading centers may not resume trading
9 The term ‘‘Indicative Match Price’’ is defined in
Rule 7.35E(a)(8) to mean the best price at which the
maximum volume of shares, including the nondisplayed quantity of Reserve Orders, is tradable in
the applicable auction, subject to Auction Collars.
For purposes of proposed Rule 7.35E(e)(5), the
Indicative Match Price would not be calculated
subject to Auction Collars. The term ‘‘Auction
Collars’’ is defined in Rule 7.35E(a)(10) to mean the
price collar thresholds for the Indicative Match
Price for the Core Open Auction, Trading Halt
Auction, or Closing Auction. The term ‘‘Market
Imbalance’’ is defined in Rule 7.35E(a)(7)(B) means
the imbalance of any buy (sell) Market Orders that
are not matched for trading in the applicable
auction.
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until ten minutes after the beginning of
the Trading Pause, the Trading Pause
would continue for ten minutes and
trading would not resume before that
ten-minute marker.
• Proposed Rule 7.35E(e)(6)(B) would
provide that if there is an Impermissible
Price at the end of the First Extension,
the pause or halt would be extended an
additional five minutes and a new ReOpening Time would be disseminated
(‘‘Subsequent Extension’’). As further
proposed, the Exchange would conduct
a Trading Halt Auction before the ReOpening Time for a Subsequent
Extension if the Indicative Match Price,
before being adjusted based on Auction
Collars, would be within the applicable
Auction Collars and there is no Market
Imbalance. This proposed change would
implement the Participant’s proposal
that for Subsequent Extensions, if
equilibrium of prices is reached, the
Exchange would conduct the Trading
Halt Auction immediately and would
not extend the Trading Pause any
further.
• Proposed Rule 7.35E(e)(6)(C) would
provide that the trading pause or halt
would continue to be extended if there
is an Impermissible Price at the ReOpening Time for a Subsequent
Extension. This proposed rule text
makes clear that a halt or pause would
continue to be extended until a Trading
Halt Auction can be conducted, as
provided for in proposed Rule
7.35E(e)(5).
Auction Collars: Proposed Rule
7.35E(e)(7) would describe how Auction
Collars would function for Trading Halt
Auctions. As provided for in Rule
7.35E(a)(10), Auction Collars mean the
price collar thresholds for the Indicative
Match Price for the Core Open Auction,
Trading Halt Auction, or Closing
Auction. Currently, the price collar
thresholds for the Trading Halt Auction
are the greater of $0.50 or 10% away
from the Auction Reference Price. These
price collar thresholds are in effect until
a proposed rule change based on the
NYSE Arca Trading Halt Auction Filing
is effective and operative.
The Exchange proposes that the price
collar threshold for Auction Collars for
securities with an Auction Reference
Price above $3.00 would be the Auction
Reference Price multiplied by five
percent. The price collar threshold for
securities with an Auction Reference
Price $3.00 and below would be $0.15.
This value would be defined as the
‘‘Price Collar Threshold.’’ For securities
priced above $3.00, once calculated, the
Price Collar Threshold would be
applicable for each Subsequent
Extension, described below. For
securities with an Auction Reference
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Federal Register / Vol. 82, No. 211 / Thursday, November 2, 2017 / Notices
Price of $3.00 and under, the Price
Collar Threshold would be a static $0.15
for each Subsequent Extension. The
Exchange believes that using a 5 percent
multiplier for stocks priced $3.00 or less
would result in too narrow of an
Auction Collar. Similar to the Plan,
which provides for wider percentage
parameters for stocks priced $3.00 or
less, the Exchange proposes a wider
Price Collar Threshold for stocks with
an Auction Reference Price of $3.00 or
less.
The Exchange believes that the
proposed Price Collar Thresholds are
designed to align the Auction Collars
with the existing percentage parameters
as specified in the Plan. The Exchange
proposes to use the single 5% threshold
for all securities priced above $3.00 and
$0.15 for all securities priced $3.00 or
less, and not apply a separate
percentage parameter based on the tiers
specified in the Plan, because the
Exchange believes it would be simpler
and more transparent. Moreover, the
Exchange believes that because the
proposed rule changes would provide
for the widening of collars, and would
prevent trades at an Impermissible
Price, the specific size of the Price
Collar Threshold becomes less
meaningful. For example, if the Market
Imbalance is so large that the proposed
five percent price collar threshold is too
narrow to permit a Trading Halt
Auction, the proposed extensions and
widening of Auction Collars, as
described below, would provide for a
measured manner by which the collars
would be widened either to permit a
trade at a permissible price or to attract
additional offsetting interest. If, at a
later date, the Plan is amended and the
applicable tiers and percentage
parameters are adjusted, the Exchange
will reevaluate the Price Collar
Thresholds for Trading Halt Auctions
and if they should be changed, will file
a separate proposed rule change.
Because the Price Collar Thresholds
for Auction Collars applicable to a
Trading Halt Auction would be
specified in proposed Rule 7.35E(e)(7),
the Exchange proposes to amend Rule
7.35E(a)(10)(A) to specify that the
Auction Collar price thresholds
specified in that rule would be
applicable to the Core Trading and
Closing Auctions only. The Exchange
further proposes to delete the following
text: ‘‘*The price collar thresholds
specified in this paragraph applicable to
Trading Halt Auctions are in effect until
proposed rule change based on SR–
NYSEArca–2016–130 for the Exchange
is effective and operative.’’ The
Exchange believes that proposed Rule
7.35E(e)(7) obviates the current price
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22:28 Nov 01, 2017
Jkt 244001
collar thresholds specified for Trading
Halt Auctions, which were adopted on
an interim basis pending the outcome of
the review that resulted in LULD
Amendment 12 and standardized
trading practices among the Primary
Listing Exchanges for how to resume
trading following a Trading Pause.
Trading Halt Auction Reference Price:
Proposed Rule 7.35E(e)(7)(A) would
specify the Auction Reference Price that
would be used for a Trading Halt
Auction following a Trading Pause. As
provided for in Rule 7.35E(a)(8)(A), the
Auction Reference Price for the Trading
Halt Auction is the last consolidated
round-lot price of that trade day, and if
none, the prior day’s Official Closing
Price. As proposed, the Auction
Reference Price for a Trading Halt
Auction following a Trading Pause
would be determined as follows: If the
Limit State that preceded the Trading
Pause was at the Lower (Upper) Price
Band, the Auction Reference Price
would be the Lower (Upper) Price Band.
This proposed change implements the
standardized enhancement to use the
Limit State price as the Auction
Reference Price for a Trading Halt
Auction following a Trading Pause.
The Exchange proposes to make a
related change to Rule 7.35E(a)(8)(A) to
amend the chart that specifies Auction
Reference Prices for the Trading Halt
Auction. As proposed, the Exchange
would add the clause ‘‘except as
provided for in Rule 7.35E(e)(7)(A)’’ to
specify that the Auction Reference Price
would be determined under that
subparagraph of the rule instead of the
Auction Reference Price specified in
Rule 7.35E(a)(8)(A). For a Trading Halt
Auction following a MWCB Halt or
regulatory halt, the Auction Reference
Price would continue to be as specified
in Rule 7.35E(a)(8)(A).
Initial Auction Collars: Proposed Rule
7.35E(e)(7)(B) would specify the
Auction Collars if a Trading Halt
Auction is conducted at the initial ReOpening Time. Currently, as provided
for in Rule 7.35E(a)(10)(A), the upper
(lower) boundary of Auction Collars is
the Auction Reference Price increased
(decreased) by the specified percentage.
As such, the price collar thresholds are
applied on both sides of the Auction
Reference Price. The Exchange proposes
to modify how Auction Collars are
calculated as proposed:
• Proposed Rule 7.35E(e)(7)(B)(i)
would specify how Auction Collars
would be determined for a Trading Halt
Auction following a Trading Pause. As
proposed, if the Auction Reference Price
is the Lower (Upper) Price Band, the
lower (upper) Auction Collar would be
the Auction Reference Price decreased
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Sfmt 4703
50901
(increased) by the Price Collar
Threshold, rounded down to the nearest
MPV,10 and the upper (lower) Auction
Collar would be the Upper (Lower) Price
Band. This proposed rule implements
the proposed standardized trading
practice that, for Trading Halt Auctions
following a Trading Pause, the Auction
Collars should be widened only in the
direction of the trading that invoked the
Trading Pause. For example, if a
Trading Pause is triggered following a
Limit State at the Lower Price Band, this
would indicate selling pressure in that
NMS Stock. Accordingly, the proposed
lower boundary Auction Collar would
be widened by subtracting the Price
Collar Threshold from the Auction
Reference Price, i.e., the Lower Price
Band. To address the concept of mean
reversion, i.e., that prices may revert
back to the mean or average price of the
NMS Stock, and to avoid a security from
trading outside of where it would have
been permitted to trade before the
Trading Pause, the Exchange proposes
that the Auction Collar on the opposite
side of the trading pressure should be
the Price Band in place before the
Trading Pause was triggered. Taking the
above example, the Upper Auction
Collar would therefore be the Upper
Price Band. This way, if during the
trading pause, the selling pressure
reverses and becomes buying pressure,
the Auction Collars would not permit a
trade higher than would have been
permitted under the Price Bands before
the Trading Pause.
• Proposed Rule 7.35E(e)(7)(B)(ii)
would specify how Auction Collars
would be determined for a Trading Halt
Auction following a MWCB Halt or
regulatory halt. In this case, because
there would not be a security-specific
pricing direction reason for the halt, the
Exchange proposes that the Price Collar
Threshold would be applied on both
sides of the Auction Reference Price.
Accordingly, for stocks priced above
$3.00, the upper (lower) boundary of the
Auction Collar would be the Auction
Reference Price (as defined in Rule
7.35E(a)(8)(A)), plus (minus) the
Auction Reference Price multiplied by
5%. For stocks priced $3.00 and under,
the upper (lower) boundary of the
Auction Collar would be the Auction
Reference Price (as defined in Rule
7.35E(a)(8)(A)), plus (minus) $0.15. For
Trading Halt Auctions following a
MWCB Halt or regulatory halt, if the
Price Collar Threshold calculation
results in a price that is not in the
applicable MPV for the security, the
10 See Rules 7.6E and 7.46E (specifying the
minimum price variation (‘‘MPV’’) for quoting and
entry of orders).
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Exchange proposes to round down to
the nearest price in the applicable MPV.
Auction Collar for Extensions:
Proposed Rule 7.35E(e)(7)(C) would
specify how the Exchange would adjust
Auction Collars for each Extension. As
proposed, the Auction Collar on the side
of the Impermissible Price would be
widened for each Extension. In other
words, if the Indicative Match Price is
at or below the lower Auction Collar for
the initial Re-Opening Time or there is
a sell Market Imbalance, the Exchange
would widen only the lower Auction
Collar. As further proposed, the Auction
Collar on the opposite side of the
Impermissible Price would remain the
same as the last-calculated Auction
Collar on that side. Thus, in the case of
selling pressure that would result in an
Auction Extension, the upper Auction
Collar would remain as the last Upper
Price Band.
• Proposed Rule 7.35E(e)(7)(C)(i)
would further provide that if the
Impermissible Price is on the side of the
Lower (Upper) Auction Collar, the lastcalculated Lower (Upper) Auction
Collar would be decreased (increased)
by a Price Collar Threshold and the
Upper (Lower) Auction Collar would
stay the same.
• To address the concept of mean
reversion, proposed Rule
7.35E(e)(7)(C)(ii) would provide that if
the side of the Impermissible Price
changes from the Lower (Upper)
Auction Collar to the Upper (Lower)
Auction Collar, the last-calculated
Upper (Lower) Auction Collar would be
widened for that Extension and the lastcalculated Lower (Upper) Auction
Collar will remain the same. Therefore,
if, during an Extension, the directional
trading pressure switches from sell to
buy, the upper Auction Collar would be
widened, and the last-Lower Auction
Collar would remain the same.
Proposed Rules 7.35E(e)(8) and (9)
would specify the Exchange’s proposed
handling of orders for a Trading Halt
Auction, which are discussed in greater
detail below.
Proposed Rule 7.35E(e)(10) would
specify what the Exchange would do if
a Re-Opening Time for a Trading Pause
would be in the last ten minutes of
trading before the end of Core Trading
Hours. The Participants have amended
the Plan to provide that if an NMS Stock
is in a Trading Pause during the last ten
minutes of trading before the end of
Regular Trading Hours, the Primary
Listing Exchange would not reopen
trading and would attempt to execute a
closing transaction using its established
closing procedures.11 To implement
11 See
supra note 5.
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LULD Amendment 12, proposed Rule
7.35E(e)(10) would provide that, if the
Re-Opening Time for a Trading Halt
Auction is in the last ten minutes of
trading before the end of Core Trading
Hours, the Exchange would not conduct
a Trading Halt Auction in that security
and would not transition to continuous
trading. Instead, the Exchange would
remain paused and would conduct a
Closing Auction in such security as
provided for in Rule 7.35E(d).
In such circumstances, as specified in
proposed Rule 7.35E(e)(10)(A), MOO
Orders, LOO Orders, and IO Orders
(described below) entered during the
pause would not participate in the
Closing Auction and would be
cancelled. The Exchange proposes to
add this rule text to provide
transparency to ETP Holders of how
orders that are designated to participate
in a Trading Halt Auction only would
be processed if the Exchange transitions
to a Closing Auction without
conducting that Trading Halt Auction.
The Exchange believes this proposed
rule text would provide notice for ETP
Holders to enter closing-only interest,
i.e., MOC or LOC Orders, to participate
in the Closing Auction.
In addition, as specified in proposed
Rule 7.35E(e)(10)(B), the Auction
Collars for the Closing Auction for such
security would be the most recently
widened Auction Collars for the Trading
Halt Auction that did not occur.
Currently, the Auction Collars for
Closing Auctions are the greater of $0.50
or 10% away from the Auction
Reference Price. The Exchange believes
that if the Exchange goes directly from
an unresolved Trading Pause, MWCB
Halt, or regulatory halt in an NMS Stock
to a Closing Auction, the price collar
thresholds applicable to the Closing
Auction would result in Auction Collars
that do not correlate to the trading
condition for that NMS Stock.
The Exchange proposes to make a
related amendment to Rule
7.35E(a)(10)(A) to add the clause
‘‘except as provided for in Rule
7.35E(e)(10)(B)’’. This proposed rule text
makes clear that the price collar
thresholds for a Closing Auction are
defined in Rule 7.35E(a)(10)(A), except
as provided for in proposed Rule
7.35E(e)(10)(B).
The Exchange proposes to amend
Rule 7.10E(a) to provide that ETP
Holders may not request a review of a
Trading Halt Auction under Rule
7.10E(b), which specifies the procedures
for an ETP Holder to request a review
of an execution, as clearly erroneous.
The Exchange believes that this
proposed rule text would implement the
proposed standardized trading practice
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that reopening auctions would not be
eligible for review by ETP Holders as a
clearly erroneous execution.12
Finally, the Exchange proposes to
amend Rule 7.11E to delete obsolete
rule text and conform the remaining
rule text to LULD Amendment 12, as
described above. First, the Exchange
proposes to amend Rule 7.11E(b) to
delete the second and third sentences of
this paragraph as inconsistent with
LULD Amendment 12, described
above.13 Second, the Exchange proposes
to renumber current Rule 7.11E(b)(1) as
proposed Rule 7.11E(b)(2) and amend
the text to provide that if a primary
listing market issues a Trading Pause,
the Exchange would resume trading as
provided for in Rule 7.18E(a).14 This
proposed amendment is consistent with
LULD Amendment 12, described above.
Finally, the Exchange proposes to add
new Rule 7.11E(b)(1) to provide that if
a Trading Pause is triggered under this
Rule or if the Exchange is unable to
reopen trading at the end of the Trading
Pause due to a systems or technology
issue, the Exchange would immediately
notify the single plan processor
responsible for consolidation of
information for the security pursuant to
Rule 603 of Regulation NMS under the
Securities Exchange Act of 1934. This
proposed rule text is based on NYSE
Arca Rule 7.11–E(b)(1) and is consistent
with LULD Amendment 12.15
Other Proposed Rule Changes
IO Order: The Exchange proposes to
add a new order type, an Imbalance
12 The Participants will be engaging in a more
comprehensive review of Rule 7.10E in connection
with amendments to the Plan relating to tiering of
securities and applicable percentage parameters.
The Exchange proposes to make this limited
amendment to Rule 7.10E as an initial step to
eliminating its clearly erroneous executions rules in
their current form.
13 The text that the Exchange would delete
provides that ‘‘[i]n the event of a significant
imbalance at the end of a Trading Pause, the
Corporation may delay the re-opening of a security.
The Exchange will issue a notification if it cannot
resume trading for a reason other than a significant
imbalance.’’
14 Rule 7.18E(a) provides that if the UTP Listing
Market declares a UTP Regulatory Halt, which
includes a Trading Pause, the Exchange will halt
trading until it receives the first Price Band in that
security. Accordingly, following a Trading Pause
declared by another Primary Listing Market, the
Exchange already waits to receive Price Bands
before it resumes trading in that UTP Security. The
Exchange proposes to delete the current rule text in
Rule 7.11E(b)(1) that provides that the Exchange
will ‘‘pause trading in that security until trading has
resumed on the primary listing market or notice has
been received from the primary listing market that
trading may resume. If the primary listing market
does not reopen the security within 10 minutes of
notification of a Trading Pause, the Exchange may
resume trading the security.’’
15 See NYSE Arca Trading Halt Auction Filing,
supra note 8.
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Only (‘‘IO’’) Order, that would be
eligible to participate in Trading Halt
Auctions only. The Exchange proposes
to amend Rule 7.31E(c), which specifies
the Exchange’s Auction-Only Order
types, to add new subsection (5) to
describe an IO Order. As proposed, an
IO Order would be a Limit Order to buy
(sell) that is to be traded only in a
Trading Halt Auction.
Proposed Rule 7.31E(c)(5)(A) would
provide that an IO Order would be
accepted only during a halt or pause,
including any extensions. This
proposed rule text is consistent with the
Exchange’s current rules that MOO or
LOO Orders designated to participate in
a Trading Halt Auction will be accepted
only during the trading halt that
precedes such Trading Halt Auction.16
Proposed Rule 7.31E(c)(5)(B) would
provide that an IO Order would
participate in a Trading Halt Auction
only if: (i) There is an imbalance in the
security on the opposite side of the
market from the IO Order after taking
into account all other orders eligible to
trade at the Indicative Match Price; and
(ii) the limit price of the IO Order to buy
(sell) would be at or above (below) the
Indicative Match Price. Proposed Rule
7.31E(c)(5)(C) would provide that the
working price of an IO Order to buy
(sell) would be adjusted to be equal to
the Indicative Match Price, provided
that the working price of the IO Order
would not be higher (lower) than its
limit price. Finally, proposed Rule
7.31E(c)(5)(D) would provide that an IO
Order that participates in a Trading Halt
Auction would be ranked in time
priority among IO Orders after all other
orders eligible to participate in the
auction have been allocated. The
proposed IO Order is based on the IO
Order offered by NYSE Arca.17
For example, assume for a Trading
Halt Auction that the lower boundary of
an Auction Collar is $10.00. Assume
further that after allocating all other
orders eligible to participate in the
Trading Halt Auction, there is a sell
Total Imbalance of 10,000 shares and
absent Auction Collars, the Indicative
Match Price would be below $10.00. As
provided for in Rule 7.35E(a)(10)(B),
once the Auction Collars are applied,
the Indicative Match Price for that
Trading Halt Auction would be $10.01
(i.e., one MPV above the lower Auction
Collar). Assume now there are seven IO
Orders to buy, each for 2,000 shares,
with limit prices of $10.00, $10.01,
$10.02, $10.03, $10.04, $10.05 and
$10.06, and they are entered in that
order. In this scenario, the IO Order to
16 See
17 See
Rule 7.31E(c)(1) and (2).
NYSE Arca Rule 7.31–E(c)(5).
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buy with a limit price of $10.00 would
not be eligible to participate, because
the $10.01 Indicative Match Price is
higher than the limit price of the order.
The remaining six IO Orders to buy
would be assigned a working price of
$10.01. However, because the IO Order
with a limit price of $10.06 was entered
last in time, it would not participate in
the Trading Halt Auction.
Auction Imbalance Freeze: The
Exchange proposes to add an Auction
Imbalance Freeze before a Trading Halt
Auction. As defined in Rule 7.35E(a)(3),
the Auction Imbalance Freeze means the
period that begins before the scheduled
time for the Early Open Auction, Core
Open Auction, or Closing Auction, as
specified in paragraphs (b), (c), and (d)
of Rule 7.35E, and that ends once the
Auction Processing Period begins. To
effect the proposed rule change, the
Exchange proposes to add a reference to
Trading Halt Auction and Rule 7.35E(e)
to Rule 7.35E(a)(3).
Proposed Rule 7.35E(e)(8) would
describe how the Trading Halt Auction
Imbalance Freeze would function. As
proposed, the Trading Halt Auction
Imbalance Freeze would begin five
seconds before the Re-Opening Time,
including Re-Opening Times for each
Extension. The Exchange proposes to
use the same period of time for the
Trading Halt Auction Imbalance Freeze,
five seconds, as provided for in Rule
7.35E(c)(3) for the Core Open Auction.
Specifically, the Exchange believes that
the proposed five-second time period
strikes the appropriate balance for
providing sufficient time for market
participants to enter and cancel orders
before the Trading Halt Auction while at
the same time having a short period for
any imbalance to stabilize before the
auction is conducted. The rule would
further provide that if a pause or halt is
extended, the Trading Halt Auction
Imbalance Freeze for the prior period
would end, new orders and order
instructions received during the prior
period’s Trading Halt Auction
Imbalance Freeze would be processed,
and the Exchange would accept new
order entry and cancellation as provided
for in Rule 7.18E(c) until the next
Trading Halt Auction Imbalance Freeze.
In other words, if at the Re-Opening
Time, the Exchange extends the Trading
Pause for five minutes, the restrictions
on order entry and cancellation from the
prior freeze would no longer be in
effect, and any order instructions that
were not processed will be processed.
The proposed rule would further
provide how order entry and
cancellation during the Trading Halt
Auction Imbalance Freeze would be
processed:
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50903
• As proposed in Rule 7.35E(e)(8)(A),
MOO Orders and LOO Orders that are
on the same side as the Imbalance,
would flip the Imbalance, or would
create a new Imbalance would be
rejected. This proposed rule text is
based on how MOC Orders and LOC
Orders are processed during the Closing
Auction Imbalance Freeze, as described
in Rule 7.35E(d)(2)(A).
• As proposed in Rule 7.35E(e)(8)(B),
Market Orders (other than MOO Orders)
and Limit Orders would be accepted but
would not be included in the
calculation of the Indicative Match Price
or the Trading Halt Auction Imbalance
Information.18 Such orders would
participate in the Trading Halt Auction
only to offset the Imbalance that would
be remaining after all orders entered
before the Trading Halt Auction
Imbalance Freeze, including the nondisplay quantity of Reserve Orders, are
allocated in the Trading Halt Auction,
and would be allocated in price-time
priority under Rule 7.36E(c)–(g)
consistent with the priority ranking
associated with each order and ahead of
any IO Orders. This proposed rule text
is based on how Market Orders (other
than MOO Orders) and Limit Orders
that are entered during the Core Open
Auction Imbalance Freeze, as described
in Rule 7.35E(c)(3)(B). As such, these
orders would participate in the Trading
Halt Auction only to offset the final
Imbalance for the auction. Such orders
would be ranked in price-time priority
after all other orders, except for IO
Orders, have been allocated. Because
the Exchange would be accepting IO
Orders for the Trading Halt Auction and
because IO Orders do not participate
until all other eligible interest has been
allocated, the Exchange proposes a
substantive difference from the rule
governing the Core Open Auction to
address how IO Orders would be
processed relative to Market Orders
(other than MOO Orders) or Limit
Orders entered during the Trading Halt
Auction Imbalance Freeze. As proposed,
IO Orders would not be allocated until
Market Orders (other than MOO Orders)
and Limit Orders entered during the
Trading Halt Auction Imbalance Freeze
have been allocated.
• Proposed Rule 7.35E(e)(8)(C) would
provide that requests to cancel and
requests to cancel and replace Market
18 Rule 7.35E(a) provides that unless otherwise
specified, references to the term ‘‘Market Orders’’ in
Rule 7.35E also includes MOO Orders. Proposed
Rule 7.35E(e)(8)(B) is an example of when the
Exchange proposes that the term Market Orders
would not include MOO Orders. By contrast, in
Rule 7.35E, Limit Orders are distinct from LOO
Orders and therefore the reference to Limit Orders
in proposed Rule 7.35E(e)(8)(B) would not include
LOO Orders.
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Orders, LOO Orders, Limit Orders, and
IO Orders would be accepted but not
processed until either after the Trading
Halt Auction concludes, as provided for
in Rule 7.35E(h), or if a pause or halt is
extended, when the Trading Halt
Auction Imbalance Freeze for the prior
period ends.19 This proposed rule text is
based on Rule 7.35E(c)(3)(C) governing
which order instructions will be
accepted but not processed during the
Core Open Auction Imbalance Freeze.
The Exchange proposes a substantive
difference to reference how requests to
cancel IO Orders would be processed if
received during the freeze period.
• Finally, proposed Rule
7.35E(e)(8)(D) would provide that all
other order instructions would be
accepted. This proposed rule text is
based on Rules 7.35E(c)(3)(D) and
(d)(2)(C), without any differences.
Unexecuted Limit Orders: The
Exchange proposes to specify how it
would process Limit Orders that do not
participate in the Trading Halt Auction.
As discussed above, an Impermissible
Price would occur if there is a Market
Imbalance or if the Indicative Match
Price were at or outside the specified
Price Collar Thresholds. However, if the
Indicative Match Price were within the
specified Price Collar Thresholds and
there is no Market Imbalance, it is still
possible to have an imbalance of Limit
Orders within the Auction Collars. In
such case, the Exchange proposes to
transition such unexecuted Limit Orders
to continuous trading. The Exchange
believes that because such Limit Orders
would have a limit price within the
Auction Collars, having such Limit
Orders transition to continuous trading
would not have significant pricing
impact on post-Trading Halt Auction
trading. Accordingly, proposed Rule
7.35E(e)(9) would provide that any
Limit Orders that were eligible to
participate in the Trading Halt Auction,
but did not participate, would transition
to continuous trading as provided for in
paragraph (h) of this Rule.
Auction Imbalance Information: The
Exchange proposes to enhance the
Auction Imbalance Information. Rule
7.35E(a)(4) defines Auction Imbalance
Information as the information that is
disseminated by the Exchange for an
auction and includes, if applicable, the
Total Imbalance, Market Imbalance,
Indicative Match Price, and Matched
Volume.20 The Exchange proposes to
19 Because they are not specifically excluded, the
reference to Market Orders in proposed Rule
7.35E(e)(8)(C) would include MOO Orders.
20 See Rule 7.35E(a)(7) (defining the terms Total
Imbalance and Market Imbalance); 7.35E(a)(8)
(defining the term Indicative Match Price); and
7.35E(a)(9) (defining the term Matched Volume).
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enhance the Auction Imbalance
Information to include the following
additional information: Auction
Reference Price, Auction Collar, Book
Clearing Price, Far Clearing Price,
Imbalance Freeze Indicator, and
Auction Indicator. The Auction
Reference Price is defined in Rule
7.35E(a)(8)(A) and proposed Rule
7.35E(e)(7)(A), described above. The
Auction Collar is defined in Rule
7.35E(a)(10) and proposed Rules
7.35E(e)(7) and (e)(10)(B), described
above. The Exchange proposes to define
the additional terms as follows:
• Proposed Rule 7.35E(a)(11) would
define the term ‘‘Book Clearing Price’’ to
mean the price at which all interest
eligible to participate in an auction
could be traded if not subject to an
Auction Collar. The rule would further
provide that the Book Clearing Price
would be zero if a sell (buy) imbalance
cannot be filled by any buy (sell) orders.
For example, if there are only sell orders
and no buy orders, the Book Clearing
Price would be zero.
• Proposed Rule 7.35E(a)(12) would
define the term ‘‘Far Clearing Price’’ to
mean the price at which Auction-Only
Orders could be traded within the
Auction Collar. Auction-Only Orders
are defined in Rule 7.31E(c).
• Proposed Rule 7.35E(a)(13) would
define the term ‘‘Auction Indicator’’ to
mean an indicator of whether an auction
could be conducted, based on the
applicable Auction Collar and
Imbalance. This information would be
relevant for the Trading Halt Auction
and provide transparency regarding
whether a Trading Pause, MWCB Halt,
or regulatory halt would be eligible to be
conducted. If an Auction Indicator is
‘‘no,’’ market participants would be on
notice that submitting offsetting interest
may reduce the possibility of the
Exchange extending a Trading Halt
Auction.
• Proposed Rule 7.35E(a)(14) would
define the term ‘‘Imbalance Freeze
Indicator’’ to mean an indicator of
whether a security is currently in an
Auction Imbalance Freeze. This
indicator would put market participants
on notice of whether there are order
entry and cancellation restrictions in
place at any given time before an
auction.
Finally, the Exchange proposes to
replace the word ‘‘truncated’’ with the
words ‘‘rounded down’’ 21 in Rule
7.35E(a)(10)(A). The Exchange believes
that conforming the terminology used in
21 See Rule 7.46E(f)(2)(A), which provides that
references to truncating to the MPV in Exchange
rules instead mean rounding down to the applicable
quoting MPV.
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Rules 7.31E 22 and 7.35E promotes
clarity and transparency.
*
*
*
*
*
The Exchange proposes to implement
the proposed rule change at the same
time that LULD Amendment 12 is
implemented, which, subject to
technology changes and the
effectiveness of the extension for the
implementation date for the LULD
Amendment 12 changes, is anticipated
to be in the fourth quarter of 2017.23 The
Exchange will announce the
implementation date via Trader Update.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),24 in general, and furthers the
objectives of Section 6(b)(5),25 in
particular, because 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
mechanism of, a free and open market
and a national market system and, in
general, to protect investors and the
public interest.
The Exchange believes the proposed
changes would remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and in general, to protect
investors and the public interest,
because they are designed, together with
LULD Amendment 12, to address the
issues experienced on August 24, 2015
by reducing the number of repeat
Trading Pauses in a single NMS Stock.
LULD Amendment 12 is an essential
component to Participants’ goal of more
standardized processes across Primary
Listing Exchanges in reopening trading
following a Trading Pause, and
facilitates the production of an
equilibrium Reopening Price by
centralizing the reopening process
through the Primary Listing Exchange,
which would also improve the accuracy
of the reopening Price Bands. LULD
22 See Rules 7.31E(a)(1)(B)(i) (providing that
when calculating the Trading Collar, the specified
percentage will be rounded down) and
7.31E(a)(2)(B) (providing that ‘‘Limit Order Price
Protection . . . will be rounded down to the nearest
price at the applicable MPV’’).
23 See Securities Exchange Act Release No. 81720
(September 26, 2017), 82 FR 45922 (October 2,
2017) (File No. 4–631) (Notice of filing and
immediate effectiveness of fifteenth amendment to
the Plan, extending the implementation date of
LULD Amendment 12 to no later than November
30, 2017).
24 15 U.S.C. 78f(b).
25 15 U.S.C. 78f(b)(5).
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Amendment 12 supports this initiative
by requiring trading centers to wait to
resume trading following Trading Pause
until there is a Reopening Price.
This proposed rule change further
supports this initiative by proposing
uniform trading practices for reopening
trading following a Trading Pause. The
Exchange believes that the proposed
standardized approach for how the
Primary Listing Exchanges would
conduct certain aspects of an automated
reopening following a Trading Pause
would remove impediments to and
perfect the mechanism of a free and
open market and a national market
system because it would provide
certainty for market participants
regarding how a security would reopen
following a Trading Pause, regardless of
the listing exchange. The Exchange
further believes that the proposed
changes would remove impediments to
and perfect the mechanism of a free and
open market and a national market
system and protect investors and the
public interest because the goal of the
proposed changes is to ensure that all
Market Order interest could be satisfied
in an automated reopening auction
while at the same time reducing the
potential for multiple Trading Pauses in
a single security due to a large order
imbalance.
The Exchange further believes that the
standardized proposal to extend a
Trading Pause an additional five
minutes would remove impediments to
and perfect the mechanism of a free and
open market and a national market
system because it would provide
additional time to attract offsetting
liquidity. If at the end of such extension,
Market Orders still cannot be satisfied
within price collar thresholds or if the
reopening auction would be priced
outside of the applicable price collar
thresholds, the Primary Listing
Exchange would extend the Trading
Pause an additional five minutes, which
the Exchange believes would further
protect investors and the public interest
by reducing the potential for significant
price disparity in post-auction trading,
which could otherwise trigger another
Trading Pause. With each such
extension, the Exchange believes that
widening the price collar threshold on
the side of the market on which there is
buying or selling pressure would
remove impediments to and perfect the
mechanism of a free and open market
and a national market system because it
would provide additional time to attract
offsetting interest while at the same time
addressing that an imbalance may not
be resolved within the prior Auction
Collars.
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22:28 Nov 01, 2017
Jkt 244001
With respect to price collar
thresholds, the Exchange believes that
using the price of the limit state that
preceded the Trading Pause, i.e., either
the Lower or Upper Price Band price,
would better reflect the most recent
price of the security and therefore
should be used as the reference price for
determining the Auction Collars for
such Trading Halt Auction. The
Exchange believes that widening
Auction Collars only in the direction of
the imbalance would address issues
relating to the concept of mean
reversion, which would protect
investors and the public interest by
reducing the potential for wide price
swings following a Trading Halt
Auction.
The Exchange believes that applying
the proposed changes to its Trading Halt
Auctions not only following a Trading
Pause, but also following a MWCB Halt
or regulatory halt, would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because it
would promote consistency in how the
Exchange conducts its Trading Halt
Auctions, thus reducing complexity in
the marketplace.
The Exchange believes that
precluding ETP Holders from requesting
a review of a Trading Halt Auction as a
clearly erroneous execution would
remove impediments to and perfect the
mechanism of a free and open market
and a national market system because
the proposed new procedures for
reopening trading following a Trading
Pause would reduce the possibility that
an order(s) from an ETP Holder(s)
caused a Trading Halt Auction to be
clearly erroneous. Specifically, the
Exchange believes that the proposed
standardized procedures for reopening
trading following a Trading Pause
incorporates a methodology that allows
for widened collars, which may result in
a reopening price away from prior
trading prices, but which reopening
price would be a result of a measured
and transparent process that eliminates
the potential that such trade would be
considered erroneous.
The Exchange believes that the
proposed amendments to Rule 7.11E
would remove impediments to and
perfect the mechanism of a free and
open market and a national market
system because the proposed changes
would remove obsolete rule text and
amend the remaining rule text to
conform to LULD Amendment 12, as
described above.
The Exchange believes that the
proposed rule change to add an IO
Order for Trading Halt Auctions would
further remove impediments to and
PO 00000
Frm 00051
Fmt 4703
Sfmt 4703
50905
perfect the mechanism of a free and
open market and a national market
system because such order type is
designed to attract offsetting interest
that would participate in the Trading
Halt Auction. The Exchange believes
that offering such order type would
provide an option for market
participants that are willing to
participate in an auction to offset an
imbalance, but do not want such orders
to participate in continuous trading. The
proposed order type is based on the CO
Order offered by NYSE Arca and are
designed with the same purpose—to
reduce the imbalance to assist in
achieving pricing equilibrium.
The Exchange further believes that the
proposed rule change to add a Trading
Halt Auction Imbalance Freeze would
remove impediments to and perfect the
mechanism of a free and open market
and a national market system because it
would provide market participants with
a brief period to assess the imbalance
going into a Trading Halt Auction.
During such time, order entry and
cancellation would be revised in a
manner designed to reduce the lastpublished imbalance. The proposed
mechanism for the Trading Halt Auction
Imbalance Freeze is not novel, as it is
based in part on the existing Core Open
Auction Imbalance Freeze, i.e., the
length of the Auction Imbalance Freeze,
and the Closing Auction Imbalance
Freeze, i.e., how new orders and order
instructions would be processed, with a
proposed substantive difference to
address how the proposed new IO Order
type would be processed during the
Auction Imbalance Freeze.
The Exchange believes that the
proposed manner of how it would
process Limit Orders that do not
participate in a Trading Halt Auction,
but have a limit price within the
applicable Auction Collars, in that such
orders would roll into continuous
trading, would remove impediments to
and perfect the mechanism of a free and
open market and a national market
system. Such Limit Orders likely would
not impact the pricing of post-auction
trading and trigger another Trading
Pause because the limit price of such
orders would be within the same price
range that trading would otherwise be
permitted.
The Exchange believes that the
proposed amendments to enhance the
Auction Imbalance Information to add
the Auction Reference Price, the
Auction Collar, the Book Clearing Price,
the Far Clearing Price, the Imbalance
Freeze Indicator, and the Auction
Indicator would remove impediments to
and perfect the mechanism of a free and
open market and a national market
E:\FR\FM\02NON1.SGM
02NON1
50906
Federal Register / Vol. 82, No. 211 / Thursday, November 2, 2017 / Notices
system because they are designed to
promote additional transparency
regarding the Exchange’s auctions by
providing additional detail regarding
what Auction Reference Price would be
used in an auction, the Auction Collars
applicable to such auction, additional
information about potential pricing for
such auction, and the status of the
applicable auction.
The Exchange believes that the
proposed amendments to Rule
7.31E(a)(10)(A) to replace ‘‘truncated’’
with ‘‘rounded down’’ would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because
the proposed rule change is designed to
promote clarity, consistency, and
transparency in Exchange rules.
Finally, the Exchange believes that
the proposed changes are consistent
with the Act because they are based on
the rules of NYSE Arca without any
substantive differences.
asabaliauskas on DSKBBXCHB2PROD with NOTICES
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange believes that the proposed
rule change is not designed to address
any competitive issues, but rather, to
achieve the Participants’ goal of more
standardized processes across Primary
Listing Exchanges in reopening trading
following a Trading Pause, and
facilitates the production of an
equilibrium Reopening Price by
centralizing the reopening process
through the Primary Listing Exchange,
which would also improve the accuracy
of the reopening Price Bands. The
Exchange believes that the proposed
rule change reduces the burden on
competition for market participants
because it promotes a transparent and
consistent process for reopening trading
following a Trading Pause regardless of
where a security may be listed. The
Exchange further believes that the
proposed rule change would not impose
any burden on competition because they
are designed to increase transparency
regarding the Exchange’s Trading Halt
Auction process while at the same time
increasing the ability for offsetting
interest to participate in an auction,
which would assist in achieving pricing
equilibrium for such an auction.
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22:28 Nov 01, 2017
Jkt 244001
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
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 26 and Rule
19b–4(f)(6) thereunder.27 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.
A proposed rule change filed under
Rule 19b–4(f)(6) 28 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),29 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest.
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) 30 of the Act to
determine whether the proposed rule
change 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:
26 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
28 17 CFR 240.19b–4(f)(6).
29 17 CFR 240.19b–4(f)(6)(iii).
30 15 U.S.C. 78s(b)(2)(B).
27 17
PO 00000
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Fmt 4703
Sfmt 9990
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–
NYSEAMER–2017–30 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–NYSEAMER–2017–30. 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.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
comment submissions. You should
submit only information that you wish
to make available publicly. All
submissions should refer to File
Number SR–NYSEAMER–2017–30 and
should be submitted on or before
November 24, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.31
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–23826 Filed 11–1–17; 8:45 am]
BILLING CODE 8011–01–P
31 17
E:\FR\FM\02NON1.SGM
CFR 200.30–3(a)(12).
02NON1
Agencies
[Federal Register Volume 82, Number 211 (Thursday, November 2, 2017)]
[Notices]
[Pages 50898-50906]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-23826]
=======================================================================
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81968; File No. SR-NYSEAMER-2017-30]
Self-Regulatory Organizations; NYSE American LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Amend
Exchange Rule 7.10E To Exclude Trading Halt Auctions From Being
Reviewed as Clearly Erroneous, Rule 7.11E To Conform to the Limit Up-
Limit Down NMS Plan, Rule 7.31E To Add a New Imbalance Only Order, and
Rule 7.35E To Enhance the Information Available Before an Auction and
Revise Procedures for Trading Halt Auctions
October 27, 2017.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby given
that on October 20, 2017, NYSE American LLC (``Exchange'' or ``NYSE
American'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. 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\ 15 U.S.C. 78a.
\3\ 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 Rule 7.35E to enhance the
information available before an auction and revise its procedures for
Trading Halt
[[Page 50899]]
Auctions, Rule 7.10E to exclude Trading Halt Auctions from being
reviewed as clearly erroneous, Rule 7.31E to add a new Imbalance Only
Order, and Rule 7.11E. The proposed rule change is available on the
Exchange's Web site at www.nyse.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 self-regulatory organization
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 those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend Rule 7.35E (Auctions) to enhance the
information available before an auction and revise its procedures for
Trading Halt Auctions, Rule 7.10E to exclude Trading Halt Auctions from
being reviewed as a clearly erroneous execution, Rule 7.31E (Orders and
Modifiers) to add a new Imbalance Only Order, and Rule 7.11E (Limit
Up--Limit Down Plan and Trading Pauses in Individual Securities Due to
Extraordinary Market Volatility) to conform the rule to approved
changes to the Regulation NMS Plan to Address Extraordinary Market
Volatility (``Plan'').\4\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 80455 (April 13,
2017), 82 FR 18519 (April 19, 2017) (File No. 4-631) (Order
approving 13th Amendment to the Plan).
---------------------------------------------------------------------------
Overview
The Operating Committee for the Plan with input from the Advisory
Committee to the Plan and staff of the Securities and Exchange
Commission (``SEC'' or ``Commission''), identified a number of
enhancements to the reopening process following a Trading Pause that
have been addressed in a combination of an amendment to the Plan and
amendments to the rules of the Primary Listing Exchanges.\5\ The
Exchange is a Participant of the Plan and a member of the Operating
Committee.
---------------------------------------------------------------------------
\5\ Unless otherwise specified, capitalized terms used herein
have the same meaning as set forth in the Plan or in Exchange rules.
---------------------------------------------------------------------------
With respect to the Plan, the Participants amended the Plan to
provide that a Trading Pause will continue until the Primary Listing
Exchange reopens trading using its established reopening procedures and
reports a Reopening Price.\6\ With LULD Amendment 12, the Participants
eliminated the current allowance for a trading center to resume trading
in an NMS Stock following a Trading Pause if the Primary Listing
Exchange has not reported a Reopening Price within ten minutes after
the declaration of a Trading Pause and has not declared a Regulatory
Halt. In addition, to close any gaps of potential scenarios when
trading may resume without Price Bands, LULD Amendment 12 provides that
a trading center may not resume trading in an NMS Stock following a
Trading Pause without Price Bands in such NMS Stock. To address
potential scenarios of when there may not be a Reopening Price from the
Primary Listing Exchange from which to calculate Price Bands, LULD
Amendment 12 further addresses when trading may resume if the Primary
Listing Exchange is unable to reopen due to a systems or technology
issue and how the Reference Price would be determined either under such
circumstances or if the Primary Listing Exchange reopens trading on a
zero bid or zero quote, or both.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 79845 (January 19,
2017), 82 FR 8551 (January 26, 2017) (File No. 4-631) (Order
approving the twelfth amendment to the Plan (``LULD Amendment
12'')).
---------------------------------------------------------------------------
In connection with LULD Amendment 12, the Participants agreed on a
standardized approach for how the Primary Listing Exchanges should
conduct certain aspects of an automated reopening following a Trading
Pause. Specifically, because trading centers will not be permitted to
resume trading in an NMS Stock until there is a Reopening Price, the
Participants believe it is appropriate for the Primary Listing
Exchanges to adopt uniform standards for determining whether and when
to conduct such automated reopenings, including what price collar
thresholds would be applicable to such automated reopenings and how to
provide for extensions of when a reopening auction would be conducted.
The goal of such changes is to ensure that all Market Order interest
could be satisfied in an automated reopening auction.
More specifically, the Participants have agreed that if there is an
imbalance of market orders, or if the Reopening Price would be outside
of specified price collar thresholds, the Trading Pause would be
extended an additional five minutes in order to provide additional time
to attract offsetting liquidity. If at the end of such extension,
Market Orders still cannot be satisfied within price collar thresholds
or if the reopening auction would be priced outside of the applicable
price collar thresholds, the Primary Listing Exchange would extend the
Trading Pause an additional five minutes. With each such extension, the
Participants have agreed that it would be appropriate to widen the
price collar threshold on the side of the market on which there is
buying or selling pressure.
With respect to price collar thresholds, the Participants have
agreed that the reference price for calculating price collar thresholds
would be the price of the limit state that preceded the Trading Pause,
i.e., either the Lower or Upper Price Band price. For NMS Stocks priced
more than $3.00,
if there is selling pressure, the lower collar for the
auction would be the Lower Price Band minus five percent and the upper
collar would be the Upper Price Band;
if there is buying pressure, the upper collar for the
auction would be the Upper Price Band plus five percent and the lower
collar would be the Lower Price Band.
For each extension, the collars would be widened an additional five
percent, but only on the side of the imbalance.\7\ The Participants
believe that widening collars only in the direction of the imbalance
would address issues relating to the concept of mean reversion.
---------------------------------------------------------------------------
\7\ For NMS Stocks that are priced $3.00 and under, the price
collar threshold would be $0.15.
---------------------------------------------------------------------------
Finally, the Participants have agreed that the proposed new
procedures for reopening trading following a Trading Pause reduces the
potential that an order or orders entered by one or more ETP Holders
caused such execution to be clearly erroneous. Specifically, the
Participants believe that the proposed standardized procedures for
reopening trading following a Trading Pause incorporates a methodology
that allows for widened collars, which may result in a reopening price
away from prior trading prices, but which reopening price would be a
result of a measured and transparent process that eliminates the
potential that such trade would be considered erroneous.
As a Primary Listing Exchange, the Exchange proposes to amend Rule
7.35E to implement the proposed uniform trading practices with respect
to
[[Page 50900]]
reopening a security following a Trading Pause, as described above. In
addition, the Exchange proposes to implement changes for automated
reopenings following a market-wide circuit breaker under Rule 7.12E and
any regulatory halts triggered in an Exchange-listed security. The
Exchange further proposes to amend Rule 7.10E to preclude ETP Holders
from requesting a review of a Trading Halt Auction as a clearly
erroneous execution. Finally, in connection with these proposed
changes, the Exchange proposes additional enhancements to its auction
processes, including adding a new Imbalance Only Order, an Auction
Freeze period before a Trading Halt Auction, and enhanced information
to be disseminated before an auction.
The proposed rule changes are based on the rules of its affiliated
exchange, NYSE Arca, Inc. (``NYSE Arca''), without any substantive
differences.\8\
---------------------------------------------------------------------------
\8\ See Securities Exchange Act Release Nos. 79846 (January 19,
2017), 82 FR 8548 (January 26, 2017) (SR-NYSEArca-2016-130)
(Approval Order) (``NYSE Arca Trading Halt Auction Filing'') and
81603 (September 13, 2017), 82 FR 43609 (September 18, 2017) (SR-
NYSEArca-2017-102) (Notice of filing and immediate effectiveness of
proposed rule change).
---------------------------------------------------------------------------
Uniform Primary Listing Exchange Proposed Rule Changes.
To effect the proposed enhancements that will be implemented by all
Primary Listing Exchanges, the Exchange proposes to add new sub-
paragraphs (5)-(10) to Rule 7.35E(e), which governs Trading Halt
Auctions, re-number current Rule 7.35E(e)(5) as new Rule 7.35E(e)(11),
and amend Rule 7.35E(e)(2). The Exchange proposes to implement these
changes for all Trading Halt Auctions. The proposed standardized
trading practices agreed upon by the Operating Committee are intended
for Trading Halt Auctions following a trading pause under Rule 7.11E.
However, the Exchange believes that these proposed procedures would be
beneficial following all halts, including regulatory halts and halts
due to extraordinary market volatility. The proposed rule changes are
based on NYSE Arca Rule 7.35-E(e) without any substantive differences.
Rule 7.35E(e)(2) currently provides that after trading in a
security has been halted or paused, the Exchange will disseminate the
estimated time at which trading in that security will re-open (``Re-
Opening Time''). The Exchange proposes to add to this rule that the
initial Re-Opening Time for a Trading Halt Auction following a trading
pause under Rule 7.11E (``Trading Pause'') or trading halt due to
extraordinary market volatility under Rule 7.12E (``MWCB Halt'') will
be at the scheduled end of the Trading Pause or MWCB Halt. This
proposed rule text clarifies that for Trading Pauses and MWCB Halts,
the length of the initial pause or halt period is as specified in those
rules. As specified in the Plan, the scheduled end of the Trading Pause
is five minutes after a Trading Pause has been declared. As specified
in Rule 7.12E(b), the scheduled end of a Level 1 or Level 2 Market
Decline is 15 minutes. If there is a Level 3 Market Decline, the
Exchange will not re-open.
Proposed Rule 7.35E(e)(5) would provide that a Trading Halt Auction
would not be conducted if the Indicative Match Price, before being
adjusted based on Auction Collars, is below (above) the Lower (Upper)
Auction Collar or if there is a sell (buy) Market Imbalance, either of
which would be defined as an ``Impermissible Price.'' \9\ This proposed
rule text would implement the proposed standardized enhancement that
the Exchange would not conduct a Trading Halt Auction if there are
either unsatisfied Market Orders, or if the Indicative Match Price
would be outside the applicable Auction Collars.
---------------------------------------------------------------------------
\9\ The term ``Indicative Match Price'' is defined in Rule
7.35E(a)(8) to mean the best price at which the maximum volume of
shares, including the non-displayed quantity of Reserve Orders, is
tradable in the applicable auction, subject to Auction Collars. For
purposes of proposed Rule 7.35E(e)(5), the Indicative Match Price
would not be calculated subject to Auction Collars. The term
``Auction Collars'' is defined in Rule 7.35E(a)(10) to mean the
price collar thresholds for the Indicative Match Price for the Core
Open Auction, Trading Halt Auction, or Closing Auction. The term
``Market Imbalance'' is defined in Rule 7.35E(a)(7)(B) means the
imbalance of any buy (sell) Market Orders that are not matched for
trading in the applicable auction.
---------------------------------------------------------------------------
Extensions: Proposed Rule 7.35E(e)(6) would specify the
circumstances when the Exchange would extend the Re-Opening Time for a
Trading Halt Auction, as follows:
Proposed Rule 7.35E(e)(6)(A) would provide that, if there
is an Impermissible Price at the initial Re-Opening Time, the pause or
halt would be extended an additional five minutes and a new Re-Opening
Time would be disseminated, which would be referred to as the ``First
Extension.'' The proposed rule would further provide that the Exchange
would not conduct a Trading Halt Auction before the Re-Opening Time for
the First Extension. As such, if the Exchange disseminates a First
Extension, consistent with the Plan in effect before LULD Amendment 12,
which provides that if the Primary Listing Exchange does not reopen,
trading centers may not resume trading until ten minutes after the
beginning of the Trading Pause, the Trading Pause would continue for
ten minutes and trading would not resume before that ten-minute marker.
Proposed Rule 7.35E(e)(6)(B) would provide that if there
is an Impermissible Price at the end of the First Extension, the pause
or halt would be extended an additional five minutes and a new Re-
Opening Time would be disseminated (``Subsequent Extension''). As
further proposed, the Exchange would conduct a Trading Halt Auction
before the Re-Opening Time for a Subsequent Extension if the Indicative
Match Price, before being adjusted based on Auction Collars, would be
within the applicable Auction Collars and there is no Market Imbalance.
This proposed change would implement the Participant's proposal that
for Subsequent Extensions, if equilibrium of prices is reached, the
Exchange would conduct the Trading Halt Auction immediately and would
not extend the Trading Pause any further.
Proposed Rule 7.35E(e)(6)(C) would provide that the
trading pause or halt would continue to be extended if there is an
Impermissible Price at the Re-Opening Time for a Subsequent Extension.
This proposed rule text makes clear that a halt or pause would continue
to be extended until a Trading Halt Auction can be conducted, as
provided for in proposed Rule 7.35E(e)(5).
Auction Collars: Proposed Rule 7.35E(e)(7) would describe how
Auction Collars would function for Trading Halt Auctions. As provided
for in Rule 7.35E(a)(10), Auction Collars mean the price collar
thresholds for the Indicative Match Price for the Core Open Auction,
Trading Halt Auction, or Closing Auction. Currently, the price collar
thresholds for the Trading Halt Auction are the greater of $0.50 or 10%
away from the Auction Reference Price. These price collar thresholds
are in effect until a proposed rule change based on the NYSE Arca
Trading Halt Auction Filing is effective and operative.
The Exchange proposes that the price collar threshold for Auction
Collars for securities with an Auction Reference Price above $3.00
would be the Auction Reference Price multiplied by five percent. The
price collar threshold for securities with an Auction Reference Price
$3.00 and below would be $0.15. This value would be defined as the
``Price Collar Threshold.'' For securities priced above $3.00, once
calculated, the Price Collar Threshold would be applicable for each
Subsequent Extension, described below. For securities with an Auction
Reference
[[Page 50901]]
Price of $3.00 and under, the Price Collar Threshold would be a static
$0.15 for each Subsequent Extension. The Exchange believes that using a
5 percent multiplier for stocks priced $3.00 or less would result in
too narrow of an Auction Collar. Similar to the Plan, which provides
for wider percentage parameters for stocks priced $3.00 or less, the
Exchange proposes a wider Price Collar Threshold for stocks with an
Auction Reference Price of $3.00 or less.
The Exchange believes that the proposed Price Collar Thresholds are
designed to align the Auction Collars with the existing percentage
parameters as specified in the Plan. The Exchange proposes to use the
single 5% threshold for all securities priced above $3.00 and $0.15 for
all securities priced $3.00 or less, and not apply a separate
percentage parameter based on the tiers specified in the Plan, because
the Exchange believes it would be simpler and more transparent.
Moreover, the Exchange believes that because the proposed rule changes
would provide for the widening of collars, and would prevent trades at
an Impermissible Price, the specific size of the Price Collar Threshold
becomes less meaningful. For example, if the Market Imbalance is so
large that the proposed five percent price collar threshold is too
narrow to permit a Trading Halt Auction, the proposed extensions and
widening of Auction Collars, as described below, would provide for a
measured manner by which the collars would be widened either to permit
a trade at a permissible price or to attract additional offsetting
interest. If, at a later date, the Plan is amended and the applicable
tiers and percentage parameters are adjusted, the Exchange will
reevaluate the Price Collar Thresholds for Trading Halt Auctions and if
they should be changed, will file a separate proposed rule change.
Because the Price Collar Thresholds for Auction Collars applicable
to a Trading Halt Auction would be specified in proposed Rule
7.35E(e)(7), the Exchange proposes to amend Rule 7.35E(a)(10)(A) to
specify that the Auction Collar price thresholds specified in that rule
would be applicable to the Core Trading and Closing Auctions only. The
Exchange further proposes to delete the following text: ``*The price
collar thresholds specified in this paragraph applicable to Trading
Halt Auctions are in effect until proposed rule change based on SR-
NYSEArca-2016-130 for the Exchange is effective and operative.'' The
Exchange believes that proposed Rule 7.35E(e)(7) obviates the current
price collar thresholds specified for Trading Halt Auctions, which were
adopted on an interim basis pending the outcome of the review that
resulted in LULD Amendment 12 and standardized trading practices among
the Primary Listing Exchanges for how to resume trading following a
Trading Pause.
Trading Halt Auction Reference Price: Proposed Rule 7.35E(e)(7)(A)
would specify the Auction Reference Price that would be used for a
Trading Halt Auction following a Trading Pause. As provided for in Rule
7.35E(a)(8)(A), the Auction Reference Price for the Trading Halt
Auction is the last consolidated round-lot price of that trade day, and
if none, the prior day's Official Closing Price. As proposed, the
Auction Reference Price for a Trading Halt Auction following a Trading
Pause would be determined as follows: If the Limit State that preceded
the Trading Pause was at the Lower (Upper) Price Band, the Auction
Reference Price would be the Lower (Upper) Price Band. This proposed
change implements the standardized enhancement to use the Limit State
price as the Auction Reference Price for a Trading Halt Auction
following a Trading Pause.
The Exchange proposes to make a related change to Rule
7.35E(a)(8)(A) to amend the chart that specifies Auction Reference
Prices for the Trading Halt Auction. As proposed, the Exchange would
add the clause ``except as provided for in Rule 7.35E(e)(7)(A)'' to
specify that the Auction Reference Price would be determined under that
subparagraph of the rule instead of the Auction Reference Price
specified in Rule 7.35E(a)(8)(A). For a Trading Halt Auction following
a MWCB Halt or regulatory halt, the Auction Reference Price would
continue to be as specified in Rule 7.35E(a)(8)(A).
Initial Auction Collars: Proposed Rule 7.35E(e)(7)(B) would specify
the Auction Collars if a Trading Halt Auction is conducted at the
initial Re-Opening Time. Currently, as provided for in Rule
7.35E(a)(10)(A), the upper (lower) boundary of Auction Collars is the
Auction Reference Price increased (decreased) by the specified
percentage. As such, the price collar thresholds are applied on both
sides of the Auction Reference Price. The Exchange proposes to modify
how Auction Collars are calculated as proposed:
Proposed Rule 7.35E(e)(7)(B)(i) would specify how Auction
Collars would be determined for a Trading Halt Auction following a
Trading Pause. As proposed, if the Auction Reference Price is the Lower
(Upper) Price Band, the lower (upper) Auction Collar would be the
Auction Reference Price decreased (increased) by the Price Collar
Threshold, rounded down to the nearest MPV,\10\ and the upper (lower)
Auction Collar would be the Upper (Lower) Price Band. This proposed
rule implements the proposed standardized trading practice that, for
Trading Halt Auctions following a Trading Pause, the Auction Collars
should be widened only in the direction of the trading that invoked the
Trading Pause. For example, if a Trading Pause is triggered following a
Limit State at the Lower Price Band, this would indicate selling
pressure in that NMS Stock. Accordingly, the proposed lower boundary
Auction Collar would be widened by subtracting the Price Collar
Threshold from the Auction Reference Price, i.e., the Lower Price Band.
To address the concept of mean reversion, i.e., that prices may revert
back to the mean or average price of the NMS Stock, and to avoid a
security from trading outside of where it would have been permitted to
trade before the Trading Pause, the Exchange proposes that the Auction
Collar on the opposite side of the trading pressure should be the Price
Band in place before the Trading Pause was triggered. Taking the above
example, the Upper Auction Collar would therefore be the Upper Price
Band. This way, if during the trading pause, the selling pressure
reverses and becomes buying pressure, the Auction Collars would not
permit a trade higher than would have been permitted under the Price
Bands before the Trading Pause.
---------------------------------------------------------------------------
\10\ See Rules 7.6E and 7.46E (specifying the minimum price
variation (``MPV'') for quoting and entry of orders).
---------------------------------------------------------------------------
Proposed Rule 7.35E(e)(7)(B)(ii) would specify how Auction
Collars would be determined for a Trading Halt Auction following a MWCB
Halt or regulatory halt. In this case, because there would not be a
security-specific pricing direction reason for the halt, the Exchange
proposes that the Price Collar Threshold would be applied on both sides
of the Auction Reference Price. Accordingly, for stocks priced above
$3.00, the upper (lower) boundary of the Auction Collar would be the
Auction Reference Price (as defined in Rule 7.35E(a)(8)(A)), plus
(minus) the Auction Reference Price multiplied by 5%. For stocks priced
$3.00 and under, the upper (lower) boundary of the Auction Collar would
be the Auction Reference Price (as defined in Rule 7.35E(a)(8)(A)),
plus (minus) $0.15. For Trading Halt Auctions following a MWCB Halt or
regulatory halt, if the Price Collar Threshold calculation results in a
price that is not in the applicable MPV for the security, the
[[Page 50902]]
Exchange proposes to round down to the nearest price in the applicable
MPV.
Auction Collar for Extensions: Proposed Rule 7.35E(e)(7)(C) would
specify how the Exchange would adjust Auction Collars for each
Extension. As proposed, the Auction Collar on the side of the
Impermissible Price would be widened for each Extension. In other
words, if the Indicative Match Price is at or below the lower Auction
Collar for the initial Re-Opening Time or there is a sell Market
Imbalance, the Exchange would widen only the lower Auction Collar. As
further proposed, the Auction Collar on the opposite side of the
Impermissible Price would remain the same as the last-calculated
Auction Collar on that side. Thus, in the case of selling pressure that
would result in an Auction Extension, the upper Auction Collar would
remain as the last Upper Price Band.
Proposed Rule 7.35E(e)(7)(C)(i) would further provide that
if the Impermissible Price is on the side of the Lower (Upper) Auction
Collar, the last-calculated Lower (Upper) Auction Collar would be
decreased (increased) by a Price Collar Threshold and the Upper (Lower)
Auction Collar would stay the same.
To address the concept of mean reversion, proposed Rule
7.35E(e)(7)(C)(ii) would provide that if the side of the Impermissible
Price changes from the Lower (Upper) Auction Collar to the Upper
(Lower) Auction Collar, the last-calculated Upper (Lower) Auction
Collar would be widened for that Extension and the last-calculated
Lower (Upper) Auction Collar will remain the same. Therefore, if,
during an Extension, the directional trading pressure switches from
sell to buy, the upper Auction Collar would be widened, and the last-
Lower Auction Collar would remain the same.
Proposed Rules 7.35E(e)(8) and (9) would specify the Exchange's
proposed handling of orders for a Trading Halt Auction, which are
discussed in greater detail below.
Proposed Rule 7.35E(e)(10) would specify what the Exchange would do
if a Re-Opening Time for a Trading Pause would be in the last ten
minutes of trading before the end of Core Trading Hours. The
Participants have amended the Plan to provide that if an NMS Stock is
in a Trading Pause during the last ten minutes of trading before the
end of Regular Trading Hours, the Primary Listing Exchange would not
reopen trading and would attempt to execute a closing transaction using
its established closing procedures.\11\ To implement LULD Amendment 12,
proposed Rule 7.35E(e)(10) would provide that, if the Re-Opening Time
for a Trading Halt Auction is in the last ten minutes of trading before
the end of Core Trading Hours, the Exchange would not conduct a Trading
Halt Auction in that security and would not transition to continuous
trading. Instead, the Exchange would remain paused and would conduct a
Closing Auction in such security as provided for in Rule 7.35E(d).
---------------------------------------------------------------------------
\11\ See supra note 5.
---------------------------------------------------------------------------
In such circumstances, as specified in proposed Rule
7.35E(e)(10)(A), MOO Orders, LOO Orders, and IO Orders (described
below) entered during the pause would not participate in the Closing
Auction and would be cancelled. The Exchange proposes to add this rule
text to provide transparency to ETP Holders of how orders that are
designated to participate in a Trading Halt Auction only would be
processed if the Exchange transitions to a Closing Auction without
conducting that Trading Halt Auction. The Exchange believes this
proposed rule text would provide notice for ETP Holders to enter
closing-only interest, i.e., MOC or LOC Orders, to participate in the
Closing Auction.
In addition, as specified in proposed Rule 7.35E(e)(10)(B), the
Auction Collars for the Closing Auction for such security would be the
most recently widened Auction Collars for the Trading Halt Auction that
did not occur. Currently, the Auction Collars for Closing Auctions are
the greater of $0.50 or 10% away from the Auction Reference Price. The
Exchange believes that if the Exchange goes directly from an unresolved
Trading Pause, MWCB Halt, or regulatory halt in an NMS Stock to a
Closing Auction, the price collar thresholds applicable to the Closing
Auction would result in Auction Collars that do not correlate to the
trading condition for that NMS Stock.
The Exchange proposes to make a related amendment to Rule
7.35E(a)(10)(A) to add the clause ``except as provided for in Rule
7.35E(e)(10)(B)''. This proposed rule text makes clear that the price
collar thresholds for a Closing Auction are defined in Rule
7.35E(a)(10)(A), except as provided for in proposed Rule
7.35E(e)(10)(B).
The Exchange proposes to amend Rule 7.10E(a) to provide that ETP
Holders may not request a review of a Trading Halt Auction under Rule
7.10E(b), which specifies the procedures for an ETP Holder to request a
review of an execution, as clearly erroneous. The Exchange believes
that this proposed rule text would implement the proposed standardized
trading practice that reopening auctions would not be eligible for
review by ETP Holders as a clearly erroneous execution.\12\
---------------------------------------------------------------------------
\12\ The Participants will be engaging in a more comprehensive
review of Rule 7.10E in connection with amendments to the Plan
relating to tiering of securities and applicable percentage
parameters. The Exchange proposes to make this limited amendment to
Rule 7.10E as an initial step to eliminating its clearly erroneous
executions rules in their current form.
---------------------------------------------------------------------------
Finally, the Exchange proposes to amend Rule 7.11E to delete
obsolete rule text and conform the remaining rule text to LULD
Amendment 12, as described above. First, the Exchange proposes to amend
Rule 7.11E(b) to delete the second and third sentences of this
paragraph as inconsistent with LULD Amendment 12, described above.\13\
Second, the Exchange proposes to renumber current Rule 7.11E(b)(1) as
proposed Rule 7.11E(b)(2) and amend the text to provide that if a
primary listing market issues a Trading Pause, the Exchange would
resume trading as provided for in Rule 7.18E(a).\14\ This proposed
amendment is consistent with LULD Amendment 12, described above.
Finally, the Exchange proposes to add new Rule 7.11E(b)(1) to provide
that if a Trading Pause is triggered under this Rule or if the Exchange
is unable to reopen trading at the end of the Trading Pause due to a
systems or technology issue, the Exchange would immediately notify the
single plan processor responsible for consolidation of information for
the security pursuant to Rule 603 of Regulation NMS under the
Securities Exchange Act of 1934. This proposed rule text is based on
NYSE Arca Rule 7.11-E(b)(1) and is consistent with LULD Amendment
12.\15\
---------------------------------------------------------------------------
\13\ The text that the Exchange would delete provides that
``[i]n the event of a significant imbalance at the end of a Trading
Pause, the Corporation may delay the re-opening of a security. The
Exchange will issue a notification if it cannot resume trading for a
reason other than a significant imbalance.''
\14\ Rule 7.18E(a) provides that if the UTP Listing Market
declares a UTP Regulatory Halt, which includes a Trading Pause, the
Exchange will halt trading until it receives the first Price Band in
that security. Accordingly, following a Trading Pause declared by
another Primary Listing Market, the Exchange already waits to
receive Price Bands before it resumes trading in that UTP Security.
The Exchange proposes to delete the current rule text in Rule
7.11E(b)(1) that provides that the Exchange will ``pause trading in
that security until trading has resumed on the primary listing
market or notice has been received from the primary listing market
that trading may resume. If the primary listing market does not
reopen the security within 10 minutes of notification of a Trading
Pause, the Exchange may resume trading the security.''
\15\ See NYSE Arca Trading Halt Auction Filing, supra note 8.
---------------------------------------------------------------------------
Other Proposed Rule Changes
IO Order: The Exchange proposes to add a new order type, an
Imbalance
[[Page 50903]]
Only (``IO'') Order, that would be eligible to participate in Trading
Halt Auctions only. The Exchange proposes to amend Rule 7.31E(c), which
specifies the Exchange's Auction-Only Order types, to add new
subsection (5) to describe an IO Order. As proposed, an IO Order would
be a Limit Order to buy (sell) that is to be traded only in a Trading
Halt Auction.
Proposed Rule 7.31E(c)(5)(A) would provide that an IO Order would
be accepted only during a halt or pause, including any extensions. This
proposed rule text is consistent with the Exchange's current rules that
MOO or LOO Orders designated to participate in a Trading Halt Auction
will be accepted only during the trading halt that precedes such
Trading Halt Auction.\16\
---------------------------------------------------------------------------
\16\ See Rule 7.31E(c)(1) and (2).
---------------------------------------------------------------------------
Proposed Rule 7.31E(c)(5)(B) would provide that an IO Order would
participate in a Trading Halt Auction only if: (i) There is an
imbalance in the security on the opposite side of the market from the
IO Order after taking into account all other orders eligible to trade
at the Indicative Match Price; and (ii) the limit price of the IO Order
to buy (sell) would be at or above (below) the Indicative Match Price.
Proposed Rule 7.31E(c)(5)(C) would provide that the working price of an
IO Order to buy (sell) would be adjusted to be equal to the Indicative
Match Price, provided that the working price of the IO Order would not
be higher (lower) than its limit price. Finally, proposed Rule
7.31E(c)(5)(D) would provide that an IO Order that participates in a
Trading Halt Auction would be ranked in time priority among IO Orders
after all other orders eligible to participate in the auction have been
allocated. The proposed IO Order is based on the IO Order offered by
NYSE Arca.\17\
---------------------------------------------------------------------------
\17\ See NYSE Arca Rule 7.31-E(c)(5).
---------------------------------------------------------------------------
For example, assume for a Trading Halt Auction that the lower
boundary of an Auction Collar is $10.00. Assume further that after
allocating all other orders eligible to participate in the Trading Halt
Auction, there is a sell Total Imbalance of 10,000 shares and absent
Auction Collars, the Indicative Match Price would be below $10.00. As
provided for in Rule 7.35E(a)(10)(B), once the Auction Collars are
applied, the Indicative Match Price for that Trading Halt Auction would
be $10.01 (i.e., one MPV above the lower Auction Collar). Assume now
there are seven IO Orders to buy, each for 2,000 shares, with limit
prices of $10.00, $10.01, $10.02, $10.03, $10.04, $10.05 and $10.06,
and they are entered in that order. In this scenario, the IO Order to
buy with a limit price of $10.00 would not be eligible to participate,
because the $10.01 Indicative Match Price is higher than the limit
price of the order. The remaining six IO Orders to buy would be
assigned a working price of $10.01. However, because the IO Order with
a limit price of $10.06 was entered last in time, it would not
participate in the Trading Halt Auction.
Auction Imbalance Freeze: The Exchange proposes to add an Auction
Imbalance Freeze before a Trading Halt Auction. As defined in Rule
7.35E(a)(3), the Auction Imbalance Freeze means the period that begins
before the scheduled time for the Early Open Auction, Core Open
Auction, or Closing Auction, as specified in paragraphs (b), (c), and
(d) of Rule 7.35E, and that ends once the Auction Processing Period
begins. To effect the proposed rule change, the Exchange proposes to
add a reference to Trading Halt Auction and Rule 7.35E(e) to Rule
7.35E(a)(3).
Proposed Rule 7.35E(e)(8) would describe how the Trading Halt
Auction Imbalance Freeze would function. As proposed, the Trading Halt
Auction Imbalance Freeze would begin five seconds before the Re-Opening
Time, including Re-Opening Times for each Extension. The Exchange
proposes to use the same period of time for the Trading Halt Auction
Imbalance Freeze, five seconds, as provided for in Rule 7.35E(c)(3) for
the Core Open Auction. Specifically, the Exchange believes that the
proposed five-second time period strikes the appropriate balance for
providing sufficient time for market participants to enter and cancel
orders before the Trading Halt Auction while at the same time having a
short period for any imbalance to stabilize before the auction is
conducted. The rule would further provide that if a pause or halt is
extended, the Trading Halt Auction Imbalance Freeze for the prior
period would end, new orders and order instructions received during the
prior period's Trading Halt Auction Imbalance Freeze would be
processed, and the Exchange would accept new order entry and
cancellation as provided for in Rule 7.18E(c) until the next Trading
Halt Auction Imbalance Freeze. In other words, if at the Re-Opening
Time, the Exchange extends the Trading Pause for five minutes, the
restrictions on order entry and cancellation from the prior freeze
would no longer be in effect, and any order instructions that were not
processed will be processed.
The proposed rule would further provide how order entry and
cancellation during the Trading Halt Auction Imbalance Freeze would be
processed:
As proposed in Rule 7.35E(e)(8)(A), MOO Orders and LOO
Orders that are on the same side as the Imbalance, would flip the
Imbalance, or would create a new Imbalance would be rejected. This
proposed rule text is based on how MOC Orders and LOC Orders are
processed during the Closing Auction Imbalance Freeze, as described in
Rule 7.35E(d)(2)(A).
As proposed in Rule 7.35E(e)(8)(B), Market Orders (other
than MOO Orders) and Limit Orders would be accepted but would not be
included in the calculation of the Indicative Match Price or the
Trading Halt Auction Imbalance Information.\18\ Such orders would
participate in the Trading Halt Auction only to offset the Imbalance
that would be remaining after all orders entered before the Trading
Halt Auction Imbalance Freeze, including the non-display quantity of
Reserve Orders, are allocated in the Trading Halt Auction, and would be
allocated in price-time priority under Rule 7.36E(c)-(g) consistent
with the priority ranking associated with each order and ahead of any
IO Orders. This proposed rule text is based on how Market Orders (other
than MOO Orders) and Limit Orders that are entered during the Core Open
Auction Imbalance Freeze, as described in Rule 7.35E(c)(3)(B). As such,
these orders would participate in the Trading Halt Auction only to
offset the final Imbalance for the auction. Such orders would be ranked
in price-time priority after all other orders, except for IO Orders,
have been allocated. Because the Exchange would be accepting IO Orders
for the Trading Halt Auction and because IO Orders do not participate
until all other eligible interest has been allocated, the Exchange
proposes a substantive difference from the rule governing the Core Open
Auction to address how IO Orders would be processed relative to Market
Orders (other than MOO Orders) or Limit Orders entered during the
Trading Halt Auction Imbalance Freeze. As proposed, IO Orders would not
be allocated until Market Orders (other than MOO Orders) and Limit
Orders entered during the Trading Halt Auction Imbalance Freeze have
been allocated.
---------------------------------------------------------------------------
\18\ Rule 7.35E(a) provides that unless otherwise specified,
references to the term ``Market Orders'' in Rule 7.35E also includes
MOO Orders. Proposed Rule 7.35E(e)(8)(B) is an example of when the
Exchange proposes that the term Market Orders would not include MOO
Orders. By contrast, in Rule 7.35E, Limit Orders are distinct from
LOO Orders and therefore the reference to Limit Orders in proposed
Rule 7.35E(e)(8)(B) would not include LOO Orders.
---------------------------------------------------------------------------
Proposed Rule 7.35E(e)(8)(C) would provide that requests
to cancel and requests to cancel and replace Market
[[Page 50904]]
Orders, LOO Orders, Limit Orders, and IO Orders would be accepted but
not processed until either after the Trading Halt Auction concludes, as
provided for in Rule 7.35E(h), or if a pause or halt is extended, when
the Trading Halt Auction Imbalance Freeze for the prior period
ends.\19\ This proposed rule text is based on Rule 7.35E(c)(3)(C)
governing which order instructions will be accepted but not processed
during the Core Open Auction Imbalance Freeze. The Exchange proposes a
substantive difference to reference how requests to cancel IO Orders
would be processed if received during the freeze period.
---------------------------------------------------------------------------
\19\ Because they are not specifically excluded, the reference
to Market Orders in proposed Rule 7.35E(e)(8)(C) would include MOO
Orders.
---------------------------------------------------------------------------
Finally, proposed Rule 7.35E(e)(8)(D) would provide that
all other order instructions would be accepted. This proposed rule text
is based on Rules 7.35E(c)(3)(D) and (d)(2)(C), without any
differences.
Unexecuted Limit Orders: The Exchange proposes to specify how it
would process Limit Orders that do not participate in the Trading Halt
Auction. As discussed above, an Impermissible Price would occur if
there is a Market Imbalance or if the Indicative Match Price were at or
outside the specified Price Collar Thresholds. However, if the
Indicative Match Price were within the specified Price Collar
Thresholds and there is no Market Imbalance, it is still possible to
have an imbalance of Limit Orders within the Auction Collars. In such
case, the Exchange proposes to transition such unexecuted Limit Orders
to continuous trading. The Exchange believes that because such Limit
Orders would have a limit price within the Auction Collars, having such
Limit Orders transition to continuous trading would not have
significant pricing impact on post-Trading Halt Auction trading.
Accordingly, proposed Rule 7.35E(e)(9) would provide that any Limit
Orders that were eligible to participate in the Trading Halt Auction,
but did not participate, would transition to continuous trading as
provided for in paragraph (h) of this Rule.
Auction Imbalance Information: The Exchange proposes to enhance the
Auction Imbalance Information. Rule 7.35E(a)(4) defines Auction
Imbalance Information as the information that is disseminated by the
Exchange for an auction and includes, if applicable, the Total
Imbalance, Market Imbalance, Indicative Match Price, and Matched
Volume.\20\ The Exchange proposes to enhance the Auction Imbalance
Information to include the following additional information: Auction
Reference Price, Auction Collar, Book Clearing Price, Far Clearing
Price, Imbalance Freeze Indicator, and Auction Indicator. The Auction
Reference Price is defined in Rule 7.35E(a)(8)(A) and proposed Rule
7.35E(e)(7)(A), described above. The Auction Collar is defined in Rule
7.35E(a)(10) and proposed Rules 7.35E(e)(7) and (e)(10)(B), described
above. The Exchange proposes to define the additional terms as follows:
---------------------------------------------------------------------------
\20\ See Rule 7.35E(a)(7) (defining the terms Total Imbalance
and Market Imbalance); 7.35E(a)(8) (defining the term Indicative
Match Price); and 7.35E(a)(9) (defining the term Matched Volume).
---------------------------------------------------------------------------
Proposed Rule 7.35E(a)(11) would define the term ``Book
Clearing Price'' to mean the price at which all interest eligible to
participate in an auction could be traded if not subject to an Auction
Collar. The rule would further provide that the Book Clearing Price
would be zero if a sell (buy) imbalance cannot be filled by any buy
(sell) orders. For example, if there are only sell orders and no buy
orders, the Book Clearing Price would be zero.
Proposed Rule 7.35E(a)(12) would define the term ``Far
Clearing Price'' to mean the price at which Auction-Only Orders could
be traded within the Auction Collar. Auction-Only Orders are defined in
Rule 7.31E(c).
Proposed Rule 7.35E(a)(13) would define the term ``Auction
Indicator'' to mean an indicator of whether an auction could be
conducted, based on the applicable Auction Collar and Imbalance. This
information would be relevant for the Trading Halt Auction and provide
transparency regarding whether a Trading Pause, MWCB Halt, or
regulatory halt would be eligible to be conducted. If an Auction
Indicator is ``no,'' market participants would be on notice that
submitting offsetting interest may reduce the possibility of the
Exchange extending a Trading Halt Auction.
Proposed Rule 7.35E(a)(14) would define the term
``Imbalance Freeze Indicator'' to mean an indicator of whether a
security is currently in an Auction Imbalance Freeze. This indicator
would put market participants on notice of whether there are order
entry and cancellation restrictions in place at any given time before
an auction.
Finally, the Exchange proposes to replace the word ``truncated''
with the words ``rounded down'' \21\ in Rule 7.35E(a)(10)(A). The
Exchange believes that conforming the terminology used in Rules 7.31E
\22\ and 7.35E promotes clarity and transparency.
---------------------------------------------------------------------------
\21\ See Rule 7.46E(f)(2)(A), which provides that references to
truncating to the MPV in Exchange rules instead mean rounding down
to the applicable quoting MPV.
\22\ See Rules 7.31E(a)(1)(B)(i) (providing that when
calculating the Trading Collar, the specified percentage will be
rounded down) and 7.31E(a)(2)(B) (providing that ``Limit Order Price
Protection . . . will be rounded down to the nearest price at the
applicable MPV'').
---------------------------------------------------------------------------
* * * * *
The Exchange proposes to implement the proposed rule change at the
same time that LULD Amendment 12 is implemented, which, subject to
technology changes and the effectiveness of the extension for the
implementation date for the LULD Amendment 12 changes, is anticipated
to be in the fourth quarter of 2017.\23\ The Exchange will announce the
implementation date via Trader Update.
---------------------------------------------------------------------------
\23\ See Securities Exchange Act Release No. 81720 (September
26, 2017), 82 FR 45922 (October 2, 2017) (File No. 4-631) (Notice of
filing and immediate effectiveness of fifteenth amendment to the
Plan, extending the implementation date of LULD Amendment 12 to no
later than November 30, 2017).
---------------------------------------------------------------------------
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Securities Exchange Act of 1934 (the ``Act''),\24\ in general, and
furthers the objectives of Section 6(b)(5),\25\ in particular, because
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
mechanism of, a free and open market and a national market system and,
in general, to protect investors and the public interest.
---------------------------------------------------------------------------
\24\ 15 U.S.C. 78f(b).
\25\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange believes the proposed changes would remove impediments
to and perfect the mechanism of a free and open market and a national
market system, and in general, to protect investors and the public
interest, because they are designed, together with LULD Amendment 12,
to address the issues experienced on August 24, 2015 by reducing the
number of repeat Trading Pauses in a single NMS Stock. LULD Amendment
12 is an essential component to Participants' goal of more standardized
processes across Primary Listing Exchanges in reopening trading
following a Trading Pause, and facilitates the production of an
equilibrium Reopening Price by centralizing the reopening process
through the Primary Listing Exchange, which would also improve the
accuracy of the reopening Price Bands. LULD
[[Page 50905]]
Amendment 12 supports this initiative by requiring trading centers to
wait to resume trading following Trading Pause until there is a
Reopening Price.
This proposed rule change further supports this initiative by
proposing uniform trading practices for reopening trading following a
Trading Pause. The Exchange believes that the proposed standardized
approach for how the Primary Listing Exchanges would conduct certain
aspects of an automated reopening following a Trading Pause would
remove impediments to and perfect the mechanism of a free and open
market and a national market system because it would provide certainty
for market participants regarding how a security would reopen following
a Trading Pause, regardless of the listing exchange. The Exchange
further believes that the proposed changes would remove impediments to
and perfect the mechanism of a free and open market and a national
market system and protect investors and the public interest because the
goal of the proposed changes is to ensure that all Market Order
interest could be satisfied in an automated reopening auction while at
the same time reducing the potential for multiple Trading Pauses in a
single security due to a large order imbalance.
The Exchange further believes that the standardized proposal to
extend a Trading Pause an additional five minutes would remove
impediments to and perfect the mechanism of a free and open market and
a national market system because it would provide additional time to
attract offsetting liquidity. If at the end of such extension, Market
Orders still cannot be satisfied within price collar thresholds or if
the reopening auction would be priced outside of the applicable price
collar thresholds, the Primary Listing Exchange would extend the
Trading Pause an additional five minutes, which the Exchange believes
would further protect investors and the public interest by reducing the
potential for significant price disparity in post-auction trading,
which could otherwise trigger another Trading Pause. With each such
extension, the Exchange believes that widening the price collar
threshold on the side of the market on which there is buying or selling
pressure would remove impediments to and perfect the mechanism of a
free and open market and a national market system because it would
provide additional time to attract offsetting interest while at the
same time addressing that an imbalance may not be resolved within the
prior Auction Collars.
With respect to price collar thresholds, the Exchange believes that
using the price of the limit state that preceded the Trading Pause,
i.e., either the Lower or Upper Price Band price, would better reflect
the most recent price of the security and therefore should be used as
the reference price for determining the Auction Collars for such
Trading Halt Auction. The Exchange believes that widening Auction
Collars only in the direction of the imbalance would address issues
relating to the concept of mean reversion, which would protect
investors and the public interest by reducing the potential for wide
price swings following a Trading Halt Auction.
The Exchange believes that applying the proposed changes to its
Trading Halt Auctions not only following a Trading Pause, but also
following a MWCB Halt or regulatory halt, would remove impediments to
and perfect the mechanism of a free and open market and a national
market system because it would promote consistency in how the Exchange
conducts its Trading Halt Auctions, thus reducing complexity in the
marketplace.
The Exchange believes that precluding ETP Holders from requesting a
review of a Trading Halt Auction as a clearly erroneous execution would
remove impediments to and perfect the mechanism of a free and open
market and a national market system because the proposed new procedures
for reopening trading following a Trading Pause would reduce the
possibility that an order(s) from an ETP Holder(s) caused a Trading
Halt Auction to be clearly erroneous. Specifically, the Exchange
believes that the proposed standardized procedures for reopening
trading following a Trading Pause incorporates a methodology that
allows for widened collars, which may result in a reopening price away
from prior trading prices, but which reopening price would be a result
of a measured and transparent process that eliminates the potential
that such trade would be considered erroneous.
The Exchange believes that the proposed amendments to Rule 7.11E
would remove impediments to and perfect the mechanism of a free and
open market and a national market system because the proposed changes
would remove obsolete rule text and amend the remaining rule text to
conform to LULD Amendment 12, as described above.
The Exchange believes that the proposed rule change to add an IO
Order for Trading Halt Auctions would further remove impediments to and
perfect the mechanism of a free and open market and a national market
system because such order type is designed to attract offsetting
interest that would participate in the Trading Halt Auction. The
Exchange believes that offering such order type would provide an option
for market participants that are willing to participate in an auction
to offset an imbalance, but do not want such orders to participate in
continuous trading. The proposed order type is based on the CO Order
offered by NYSE Arca and are designed with the same purpose--to reduce
the imbalance to assist in achieving pricing equilibrium.
The Exchange further believes that the proposed rule change to add
a Trading Halt Auction Imbalance Freeze would remove impediments to and
perfect the mechanism of a free and open market and a national market
system because it would provide market participants with a brief period
to assess the imbalance going into a Trading Halt Auction. During such
time, order entry and cancellation would be revised in a manner
designed to reduce the last-published imbalance. The proposed mechanism
for the Trading Halt Auction Imbalance Freeze is not novel, as it is
based in part on the existing Core Open Auction Imbalance Freeze, i.e.,
the length of the Auction Imbalance Freeze, and the Closing Auction
Imbalance Freeze, i.e., how new orders and order instructions would be
processed, with a proposed substantive difference to address how the
proposed new IO Order type would be processed during the Auction
Imbalance Freeze.
The Exchange believes that the proposed manner of how it would
process Limit Orders that do not participate in a Trading Halt Auction,
but have a limit price within the applicable Auction Collars, in that
such orders would roll into continuous trading, would remove
impediments to and perfect the mechanism of a free and open market and
a national market system. Such Limit Orders likely would not impact the
pricing of post-auction trading and trigger another Trading Pause
because the limit price of such orders would be within the same price
range that trading would otherwise be permitted.
The Exchange believes that the proposed amendments to enhance the
Auction Imbalance Information to add the Auction Reference Price, the
Auction Collar, the Book Clearing Price, the Far Clearing Price, the
Imbalance Freeze Indicator, and the Auction Indicator would remove
impediments to and perfect the mechanism of a free and open market and
a national market
[[Page 50906]]
system because they are designed to promote additional transparency
regarding the Exchange's auctions by providing additional detail
regarding what Auction Reference Price would be used in an auction, the
Auction Collars applicable to such auction, additional information
about potential pricing for such auction, and the status of the
applicable auction.
The Exchange believes that the proposed amendments to Rule
7.31E(a)(10)(A) to replace ``truncated'' with ``rounded down'' would
remove impediments to and perfect the mechanism of a free and open
market and a national market system because the proposed rule change is
designed to promote clarity, consistency, and transparency in Exchange
rules.
Finally, the Exchange believes that the proposed changes are
consistent with the Act because they are based on the rules of NYSE
Arca without any substantive differences.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The Exchange believes that
the proposed rule change is not designed to address any competitive
issues, but rather, to achieve the Participants' goal of more
standardized processes across Primary Listing Exchanges in reopening
trading following a Trading Pause, and facilitates the production of an
equilibrium Reopening Price by centralizing the reopening process
through the Primary Listing Exchange, which would also improve the
accuracy of the reopening Price Bands. The Exchange believes that the
proposed rule change reduces the burden on competition for market
participants because it promotes a transparent and consistent process
for reopening trading following a Trading Pause regardless of where a
security may be listed. The Exchange further believes that the proposed
rule change would not impose any burden on competition because they are
designed to increase transparency regarding the Exchange's Trading Halt
Auction process while at the same time increasing the ability for
offsetting interest to participate in an auction, which would assist in
achieving pricing equilibrium for such an auction.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
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 \26\ and Rule 19b-4(f)(6) thereunder.\27\
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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\26\ 15 U.S.C. 78s(b)(3)(A)(iii).
\27\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) \28\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b-4(f)(6)(iii),\29\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest.
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\28\ 17 CFR 240.19b-4(f)(6).
\29\ 17 CFR 240.19b-4(f)(6)(iii).
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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) \30\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\30\ 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-NYSEAMER-2017-30 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-NYSEAMER-2017-30. 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. Persons submitting
comments are cautioned that we do not redact or edit personal
identifying information from comment submissions. You should submit
only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEAMER-2017-30 and should
be submitted on or before November 24, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\31\
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\31\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-23826 Filed 11-1-17; 8:45 am]
BILLING CODE 8011-01-P