Self-Regulatory Organizations; NYSE Arca, Inc.; Order Approving a Proposed Rule Change To Amend NYSE Arca Rule 1.1(ll) To Establish How the Official Closing Price Would Be Determined for an Exchange-Listed Security That Is a Derivative Securities Product if the Exchange Does Not Conduct a Closing Auction or if a Closing Auction Trade Is Less Than a Round Lot, 12980-12982 [2018-06014]
Download as PDF
12980
Federal Register / Vol. 83, No. 58 / Monday, March 26, 2018 / Notices
liquidity by, at a minimum, maintaining
sufficient liquid resources to effect
same-day and, where appropriate,
intraday and multiday settlement of
payment obligations with a high degree
of confidence under a wide range of
foreseeable stress scenarios that
includes, but is not limited to, the
default of the participant family that
would generate the largest aggregate
payment obligation for the covered
clearing agency in extreme but plausible
market conditions;
• Rule 17Ad–22(e)(13) under the Act,
which requires, in general, a covered
clearing agency, such as DTC, to
establish, implement, maintain and
enforce written policies and procedures
reasonably designed to ensure the
covered clearing agency has the
authority and operational capacity to
take timely action to contain losses and
liquidity demands and continue to meet
its obligations.
• Rule 17Ad–22(e)(23)(i) under the
Act,39 which requires a covered clearing
agency, such as DTC, to establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to publicly disclose
all relevant rules and material
procedures, including key aspects of its
default rules and procedures.
sradovich on DSK3GMQ082PROD with NOTICES
IV. Procedure: Request for Written
Comments
The Commission requests that
interested persons provide written
submissions of their views, data, and
arguments with respect to the issues
identified above, as well as any other
concerns they may have with the
Proposed Rule Change. In particular, the
Commission invites the written views of
interested persons concerning whether
the Proposed Rule Change is consistent
with Section 17A(b)(3)(F) of the Act,40
Rule 17Ad–22(e)(7)(i) under the Act,41
Rule 17Ad–22(e)(13) under the Act,42
Rule 17Ad–22(e)(23)(i) under the Act,43
or any other provision of the Act, or the
rules and regulations thereunder.
Although there do not appear to be any
issues relevant to approval or
disapproval that would be facilitated by
an oral presentation of views, data, and
arguments, the Commission will
consider, pursuant to Rule 19b–4(g)
under the Act,44 any request for an
opportunity to make an oral
presentation.45
39 17
CFR 240.17Ad–22(e)(23)(i).
U.S.C. 78q–1(b)(3)(F).
41 17 CFR 240.17Ad–22(e)(7)(i).
42 17 CFR 240.17Ad–22(e)(13).
43 17 CFR 240.17Ad–22(e)(23)(i).
44 17 CFR 240.19b–4(g).
45 Section 19(b)(2) of the Act grants to the
Commission flexibility to determine what type of
40 15
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16:38 Mar 23, 2018
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Interested persons are invited to
submit written data, views, and
arguments regarding whether the
Proposed Rule Change should be
approved or disapproved by April 16,
2018. Any person who wishes to file a
rebuttal to any other person’s
submission must file that rebuttal by
April 30, 2018.
The Commission asks that
commenters address the sufficiency of
DTC’s statements in support of the
Proposed Rule Change, which are set
forth in the Notice,46 in addition to any
other comments they may wish to
submit about the Proposed Rule Change.
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–
DTC–2017–022 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–DTC–2017–022. 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 website (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 website 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
proceeding—either oral or notice and opportunity
for written comments—is appropriate for
consideration of a particular proposal by a selfregulatory organization. See Securities Act
Amendments of 1975, Senate Comm. on Banking,
Housing & Urban Affairs, S. Rep. No. 75, 94th
Cong., 1st Sess. 30 (1975).
46 See Notice, supra note 4.
PO 00000
Frm 00043
Fmt 4703
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office of DTC and on The Depository
Trust & Clearing Corporation’s website
(https://dtcc.com/legal/sec-rulefilings.aspx). 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–DTC–
2017–022 and should be submitted on
or before April 16, 2018. Rebuttal
comments should be submitted by April
30, 2018.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.47
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2018–06020 Filed 3–23–18; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–82907; File No. SR–
NYSEArca–2018–08]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Approving a
Proposed Rule Change To Amend
NYSE Arca Rule 1.1(ll) To Establish
How the Official Closing Price Would
Be Determined for an Exchange-Listed
Security That Is a Derivative Securities
Product if the Exchange Does Not
Conduct a Closing Auction or if a
Closing Auction Trade Is Less Than a
Round Lot
March 20, 2018.
I. Introduction
On January 19, 2018, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to amend NYSE Arca Rule 1.1(ll)
to establish how the Official Closing
Price 3 would be determined for an
Exchange-listed security that is a
Derivative Securities Product 4 if the
47 17
CFR 200.30–3(a)(57).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See NYSE Arca Rule 1.1(ll) for a definition of
Official Closing Price.
4 With respect to equities traded on the Exchange,
the term ‘‘Derivative Securities Product’’ means a
security that meets the definition of ‘‘derivative
securities product’’ in Rule 19b–4(e) under the Act.
See NYSE Arca Rule 1.1(k). For purposes of Rule
19b–4(e), a ‘‘derivative securities product’’ means
any type of option, warrant, hybrid securities
1 15
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Federal Register / Vol. 83, No. 58 / Monday, March 26, 2018 / Notices
Exchange does not conduct a Closing
Auction 5 or if a Closing Auction trade
is less than a round lot. The proposed
rule change was published for comment
in the Federal Register on February 6,
2018.6 The Commission received no
comment letters on the proposed rule
change. This order approves the
proposed rule change.
sradovich on DSK3GMQ082PROD with NOTICES
II. Description of the Proposed Rule
Change
Current NYSE Arca Rule 1.1(ll)(1)
provides how the Exchange establishes
the ‘‘Official Closing Price’’ for AuctionEligible Securities,7 which is used for
purposes of NYSE Arca Rule 7–E.8
Specifically, the Official Closing Price
for Auction-Eligible Securities is the
price established in a Closing Auction of
one round lot or more on a trading day.9
If there is no Closing Auction or if a
Closing Auction trade is less than a
round lot on a trading day, the Official
Closing Price is the most recent
consolidated last-sale eligible trade
during Core Trading Hours 10 on that
trading day. If there were no
consolidated last-sale eligible trades
during Core Trading Hours on that
trading day, the Official Closing Price
will be the prior trading day’s Official
Closing Price.11 For a security that has
transferred listing to NYSE Arca and
does not have any consolidated last-sale
eligible trades on its first trading day,
the Official Closing Price will be the
prior day’s closing price disseminated
by the former primary listing market.12
For a security that is a new listing and
product or any other security, other than a single
equity option or a security futures product, whose
value is based, in whole or in part, upon the
performance of, or interest, in, an underlying
instrument. 17 CFR 240.19b–4(e).
5 See NYSE Arca Rule 7.35–E(d) for further
information on how the Closing Auctions would
function on the Exchange.
6 See Securities Exchange Act Release No. 82608
(January 31, 2018), 83 FR 5284 (‘‘Notice’’).
7 For purposes of the Closing Auction, an
‘‘Auction-Eligible Security’’ is defined to mean all
securities for which the Exchange is the primary
listing market and UTP Securities designated by the
Exchange. See NYSE Arca Rule 7.35–E(a)(1).
8 In NYSE Arca Rule 7–E, the Exchange uses the
Official Closing Price for three purposes: (1) to
determine the Auction Reference Price for a
security, as provided for in NYSE Arca Rule 7.35–
E(a)(8)(A); (2) to determine the Trading Collar for
a security if there is no consolidated last-sale price
on the same trading day, as provided for in NYSE
Arca Rule 7.31–E(a)(1)(B)(i); and (3) for securities
listed on the Exchange only, for purposes of
determining whether to trigger a Short Sale Price
Test, as defined under NYSE Arca Rule 7.16–E(f)(2).
9 See NYSE Arca Rule 1.1(ll)(1).
10 The term ‘‘Core Trading Hours’’ means the
hours of 9:30 a.m. Eastern Time through 4:00 p.m.
Eastern Time or such other hours as may be
determined by the Exchange from time to time. See
NYSE Arca Rule 1.1(j).
11 See NYSE Arca Rule 1.1(ll)(1)(A).
12 See NYSE Arca Rule 1.1(ll)(1)(B).
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16:38 Mar 23, 2018
Jkt 244001
does not have any consolidated last-sale
eligible trades on its first trading day,
the Official Closing Price will be based
on a derived last-sale associated with
the price of such security before it
begins trading on the Exchange.13
The Exchange proposes to amend how
the Official Closing Price for an
Exchange-listed security that is a
Derivative Securities Product would be
determined if the Exchange does not
conduct a Closing Auction or if a
Closing Auction trade is less than a
round lot.14 The Exchange proposes that
the Official Closing Price for such
securities would be comprised of both a
time-weighted average price (‘‘TWAP’’)
of the midpoint of the NBBO 15 over the
last five minutes of trading before the
end of Core Trading Hours and any lastsale eligible trades during that period.
Specifically, if the Official Closing
Price for an Exchange-listed security
that is a Derivative Securities Product
cannot be determined under proposed
NYSE Arca Rule 1.1(ll)(1)(A) (i.e., if the
Exchange does not conduct a Closing
Auction or if a Closing Auction trade is
less than a round lot), the Official
Closing Price for such security would be
derived by adding a percentage of the
TWAP of the NBBO midpoint measured
over the last five minutes before the end
of Core Trading Hours and a percentage
of the last consolidated last-sale eligible
trade before the end of Core Trading
Hours on that trading day, and the
percentages assigned to each would
depend on when the last consolidated
last-sale eligible trade occurred.16
The Exchange proposes that, if the
last consolidated last-sale eligible trade
occurred:
(i) Prior to 5 minutes before the end
of Core Trading Hours, the TWAP
would be given 100% weighting;
(ii) between 5 minutes and 4 minutes
before the end of Core Trading Hours,
the TWAP will be given 40% weighting
and the consolidated last-sale eligible
trade would be given 60% weighting;
(iii) between 4 minutes and 3 minutes
before the end of Core Trading Hours,
the TWAP will be given 30% weighting
and the consolidated last-sale eligible
trade would be given 70% weighting;
(iv) between 3 minutes and 2 minutes
before the end of Core Trading Hours,
13 See
NYSE Arca Rule 1.1(ll)(1)(C).
to the Exchange, if a security is
thinly traded or generally illiquid, the Official
Closing Price for such security will currently be
based on a last-sale trade that may be hours, days,
or months old and may not be indicative of the true
and current value of the security. See Notice, supra
note 6, at 5285.
15 The term ‘‘NBBO’’ means the national best bid
or offer. See NYSE Arca Rule 1.1(dd).
16 See proposed NYSE Arca Rule 1.1(ll)(1)(B).
14 According
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Fmt 4703
Sfmt 4703
12981
the TWAP will be given 20% weighting
and the consolidated last-sale eligible
trade would be given 80% weighting;
(v) between 2 minutes and 1 minute
before the end of Core Trading Hours,
the TWAP will be given 10% weighting
and the consolidated last-sale eligible
trade would be given 90% weighting;
and
(vi) during the last 1 minute before
the end of Core Trading Hours, the
TWAP will be given 0% weighting and
the consolidated last-sale eligible trade
would be given 100% weighting.
If the Official Closing Price cannot be
determined under proposed NYSE Arca
Rule 1.1(ll)(1)(A) or (B), as described
above, the most recent consolidated lastsale eligible trade during Core Trading
Hours on that trading day would be the
Official Closing Price.17 If there are no
consolidated last-sale eligible trades
during Core Trading Hours on that
trading day, the Official Closing Price
will be the prior trading day’s Official
Closing Price, as under the current
rule.18
The Exchange states that it will
implement the proposed rule change no
later than 120 days after this approval
of the proposed rule change and will
announce the implementation date via
Trader Update.19
III. Discussion and Commission’s
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange.20 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,21 which requires,
among other things, that the rules of a
national securities exchange be
designed to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating 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, and not be designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
17 See
proposed NYSE Arca Rule 1.1(ll)(1)(C).
proposed NYSE Arca Rule 1.1(ll)(1)(D).
Current NYSE Arca Rule 1.1(ll)(1)(B) and (C) will
similarly continue to apply as renumbered
proposed Arca Rule 1.1(ll)(1)(E) and (F).
19 See Notice, supra note 6, at 5285.
20 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
21 15 U.S.C. 78f(b)(5).
18 See
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12982
Federal Register / Vol. 83, No. 58 / Monday, March 26, 2018 / Notices
The Commission also finds that the
proposed rule change is consistent with
Section 6(b)(8) of the Act,22 which
requires that the rules of an exchange
not impose any burden on competition
that is not necessary or appropriate in
furtherance of the purposes of the Act.
The proposal would set forth the
procedures governing how the Exchange
would determine the Official Closing
Price in Exchange-listed securities that
are Derivative Securities Products when
the Exchange does not conduct a
Closing Auction or if a Closing Auction
trade is less than a round lot. The
Commission notes that the primary
listing market’s closing price for a
security is relied upon by market
participants for a variety of reasons,
including, but not limited to,
calculation of index values, calculation
of the net asset value of mutual funds
and exchange-traded products, the price
of derivatives that are based on the
security, and certain types of trading
benchmarks such as volume weighted
average price strategies. As the
Exchange notes, the proposed
calculation for the Official Closing Price
is designed to utilize more recent and
reliable market information to provide a
closing price that more accurately
reflects the true and current value of a
security that may be thinly traded or
generally illiquid and when the Official
Closing Price for such security may
otherwise be based on a potentially stale
last-sale trade.23 The Commission
further notes that this objective
calculation would take into account
more recent firm quotations over less
recent trades, which trades may provide
less information about the value of a
security, and would assign less weight
to the last consolidated last-sale eligible
trade the farther away it occurred from
the end of Core Trading Hours. The
Commission therefore believes that the
Exchange’s proposal is reasonably
designed to achieve the Act’s objectives
to protect investors and the public
interest. Accordingly, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act.
sradovich on DSK3GMQ082PROD with NOTICES
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,24 that the
proposed rule change (SR–NYSEArca–
2018–08) be, and hereby is, approved.
22 15
U.S.C. 78f(b)(8).
Notice, supra note 6, at 5285–86.
24 15 U.S.C. 78s(b)(2).
23 See
16:38 Mar 23, 2018
[FR Doc. 2018–06014 Filed 3–23–18; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–82917; File No. SR–FICC–
2018–002]
Self-Regulatory Organizations; Fixed
Income Clearing Corporation; Order
Approving Proposed Rule Change To
Amend the By-Laws
March 20, 2018.
On February 2, 2018, Fixed Income
Clearing Corporation (‘‘FICC’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) proposed
rule change SR–FICC–2018–002,
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder.2
The proposed rule change was
published for comment in the Federal
Register on February 14, 2018.3 The
Commission did not receive any
comment letters on the proposed rule
change. For the reasons discussed
below, the Commission approves the
proposed rule change.
I. Description of the Proposed Rule
Change
The proposed rule change would
amend the FICC By-Laws (‘‘By-Laws’’) 4
to (1) change certain FICC Board of
Directors (‘‘Board’’) titles, officer titles,
and offices (and their respective powers
and duties), (2) update the
compensation section for officers, and
(3) make technical changes and
corrections, each discussed more fully
below. The proposed rule change would
also amend the GSD Rules and the
MBSD Rules to incorporate, by
reference, the By-Laws and the
Certificate of Incorporation. Finally, the
proposed rule change would restate the
25 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Securities Exchange Act Release No. 82672
(February 8, 2018), 83 FR 6654 (February 14, 2018)
(SR–FICC–2018–002) (‘‘Notice’’).
4 As discussed below, FICC’s By-Laws and FICC’s
Certificate of Incorporation (‘‘Certificate of
Incorporation’’) would each be incorporated by
reference into FICC’s Government Securities
Division (‘‘GSD’’) Rulebook (‘‘GSD Rules’’) and
Mortgage-Backed Securities Division (‘‘MBSD’’)
Rulebook (‘‘MBSD Rules’’), available at https://
www.dtcc.com/legal/rules-and-procedures.
1 15
IV. Conclusion
VerDate Sep<11>2014
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Eduardo A. Aleman,
Assistant Secretary.
Jkt 244001
PO 00000
Frm 00045
Fmt 4703
Sfmt 4703
Certificate of Incorporation to
streamline the document.
A. Changes to Certain Titles, Offices,
and Related Powers and Duties
FICC proposes changes to the titles,
offices, and related powers and duties of
certain Board and officer personnel, as
further described below.
1. Non-Executive Chairman of the Board
FICC proposes to replace the title of
‘‘Chairman of the Board’’ with the title
of ‘‘Non-Executive Chairman of the
Board.’’ 5 FICC proposes to change its
By-Laws to reflect that this position is
held by a non-executive.6 Therefore,
FICC would change relevant references
in the By-Laws from ‘‘Chairman’’ and
‘‘Chairman of the Board’’ to ‘‘NonExecutive Chairman of the Board.’’ 7
FICC also would delete certain
references in the By-Laws to the NonExecutive Chairman of the Board as a
member of FICC management because
the position is no longer in
management.8
In the proposed Section 2.8 (NonExecutive Chairman of the Board), FICC
would identify the powers and duties of
the Non-Executive Chairman of the
Board, including (1) general
responsibility for carrying out the
policies of the Board, (2) general
supervision of the Board and its
activities and general leadership of the
Board, (3) presiding over stockholders’
meetings (when present), and (4) such
other powers and duties as the Board
may designate.9 Proposed Section 2.8
(Non-Executive Chairman of the Board)
also would include a provision stating
that a presiding director (as elected by
the Board) shall preside at all
stockholders and Board meetings when
the Non-Executive Chairman of the
Board is absent.10 Additionally,
5 Notice,
83 FR at 6654.
6 Id.
7 Id.
8 Notice,
83 FR at 6655.
9 Id.
10 Id. This provision is designed to correct an
inaccuracy in current By-Laws Section 3.3 (Powers
and Duties of the President), which gives presiding
authority over stockholder meetings to the
President when the Chairman of the Board is
absent. Proposed Section 2.8 (Non-Executive
Chairman of the Board) would be consistent with
the Mission Statement and Charter of the
Depository Trust Corporation (‘‘DTC’’), FICC,
National Securities Clearing Corporation (‘‘NSCC’’),
and the Depository Trust and Clearing Corporation
(‘‘DTCC’’), which gives presiding authority over
stockholder meetings to a presiding director when
the Non-Executive Chairman of the Board is absent.
DTC, FICC, and NSCC are subsidiaries of DTCC,
each having the same Board of Directors as DTCC.
See Securities Exchange Act Release No. 74142
(January 27, 2015), 80 FR 5188 (January 30, 2015)
(SR–FICC–2014–810, SR–NSCC–2014–811, SR–
DTC–2014–812).
E:\FR\FM\26MRN1.SGM
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Agencies
[Federal Register Volume 83, Number 58 (Monday, March 26, 2018)]
[Notices]
[Pages 12980-12982]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2018-06014]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-82907; File No. SR-NYSEArca-2018-08]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Approving a
Proposed Rule Change To Amend NYSE Arca Rule 1.1(ll) To Establish How
the Official Closing Price Would Be Determined for an Exchange-Listed
Security That Is a Derivative Securities Product if the Exchange Does
Not Conduct a Closing Auction or if a Closing Auction Trade Is Less
Than a Round Lot
March 20, 2018.
I. Introduction
On January 19, 2018, NYSE Arca, Inc. (``Exchange'' or ``NYSE
Arca'') filed with the Securities and Exchange Commission
(``Commission'') pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to amend NYSE Arca Rule 1.1(ll) to establish how
the Official Closing Price \3\ would be determined for an Exchange-
listed security that is a Derivative Securities Product \4\ if the
[[Page 12981]]
Exchange does not conduct a Closing Auction \5\ or if a Closing Auction
trade is less than a round lot. The proposed rule change was published
for comment in the Federal Register on February 6, 2018.\6\ The
Commission received no comment letters on the proposed rule change.
This order approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See NYSE Arca Rule 1.1(ll) for a definition of Official
Closing Price.
\4\ With respect to equities traded on the Exchange, the term
``Derivative Securities Product'' means a security that meets the
definition of ``derivative securities product'' in Rule 19b-4(e)
under the Act. See NYSE Arca Rule 1.1(k). For purposes of Rule 19b-
4(e), a ``derivative securities product'' means any type of option,
warrant, hybrid securities product or any other security, other than
a single equity option or a security futures product, whose value is
based, in whole or in part, upon the performance of, or interest,
in, an underlying instrument. 17 CFR 240.19b-4(e).
\5\ See NYSE Arca Rule 7.35-E(d) for further information on how
the Closing Auctions would function on the Exchange.
\6\ See Securities Exchange Act Release No. 82608 (January 31,
2018), 83 FR 5284 (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
Current NYSE Arca Rule 1.1(ll)(1) provides how the Exchange
establishes the ``Official Closing Price'' for Auction-Eligible
Securities,\7\ which is used for purposes of NYSE Arca Rule 7-E.\8\
Specifically, the Official Closing Price for Auction-Eligible
Securities is the price established in a Closing Auction of one round
lot or more on a trading day.\9\ If there is no Closing Auction or if a
Closing Auction trade is less than a round lot on a trading day, the
Official Closing Price is the most recent consolidated last-sale
eligible trade during Core Trading Hours \10\ on that trading day. If
there were no consolidated last-sale eligible trades during Core
Trading Hours on that trading day, the Official Closing Price will be
the prior trading day's Official Closing Price.\11\ For a security that
has transferred listing to NYSE Arca and does not have any consolidated
last-sale eligible trades on its first trading day, the Official
Closing Price will be the prior day's closing price disseminated by the
former primary listing market.\12\ For a security that is a new listing
and does not have any consolidated last-sale eligible trades on its
first trading day, the Official Closing Price will be based on a
derived last-sale associated with the price of such security before it
begins trading on the Exchange.\13\
---------------------------------------------------------------------------
\7\ For purposes of the Closing Auction, an ``Auction-Eligible
Security'' is defined to mean all securities for which the Exchange
is the primary listing market and UTP Securities designated by the
Exchange. See NYSE Arca Rule 7.35-E(a)(1).
\8\ In NYSE Arca Rule 7-E, the Exchange uses the Official
Closing Price for three purposes: (1) to determine the Auction
Reference Price for a security, as provided for in NYSE Arca Rule
7.35-E(a)(8)(A); (2) to determine the Trading Collar for a security
if there is no consolidated last-sale price on the same trading day,
as provided for in NYSE Arca Rule 7.31-E(a)(1)(B)(i); and (3) for
securities listed on the Exchange only, for purposes of determining
whether to trigger a Short Sale Price Test, as defined under NYSE
Arca Rule 7.16-E(f)(2).
\9\ See NYSE Arca Rule 1.1(ll)(1).
\10\ The term ``Core Trading Hours'' means the hours of 9:30
a.m. Eastern Time through 4:00 p.m. Eastern Time or such other hours
as may be determined by the Exchange from time to time. See NYSE
Arca Rule 1.1(j).
\11\ See NYSE Arca Rule 1.1(ll)(1)(A).
\12\ See NYSE Arca Rule 1.1(ll)(1)(B).
\13\ See NYSE Arca Rule 1.1(ll)(1)(C).
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The Exchange proposes to amend how the Official Closing Price for
an Exchange-listed security that is a Derivative Securities Product
would be determined if the Exchange does not conduct a Closing Auction
or if a Closing Auction trade is less than a round lot.\14\ The
Exchange proposes that the Official Closing Price for such securities
would be comprised of both a time-weighted average price (``TWAP'') of
the midpoint of the NBBO \15\ over the last five minutes of trading
before the end of Core Trading Hours and any last-sale eligible trades
during that period.
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\14\ According to the Exchange, if a security is thinly traded
or generally illiquid, the Official Closing Price for such security
will currently be based on a last-sale trade that may be hours,
days, or months old and may not be indicative of the true and
current value of the security. See Notice, supra note 6, at 5285.
\15\ The term ``NBBO'' means the national best bid or offer. See
NYSE Arca Rule 1.1(dd).
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Specifically, if the Official Closing Price for an Exchange-listed
security that is a Derivative Securities Product cannot be determined
under proposed NYSE Arca Rule 1.1(ll)(1)(A) (i.e., if the Exchange does
not conduct a Closing Auction or if a Closing Auction trade is less
than a round lot), the Official Closing Price for such security would
be derived by adding a percentage of the TWAP of the NBBO midpoint
measured over the last five minutes before the end of Core Trading
Hours and a percentage of the last consolidated last-sale eligible
trade before the end of Core Trading Hours on that trading day, and the
percentages assigned to each would depend on when the last consolidated
last-sale eligible trade occurred.\16\
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\16\ See proposed NYSE Arca Rule 1.1(ll)(1)(B).
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The Exchange proposes that, if the last consolidated last-sale
eligible trade occurred:
(i) Prior to 5 minutes before the end of Core Trading Hours, the
TWAP would be given 100% weighting;
(ii) between 5 minutes and 4 minutes before the end of Core Trading
Hours, the TWAP will be given 40% weighting and the consolidated last-
sale eligible trade would be given 60% weighting;
(iii) between 4 minutes and 3 minutes before the end of Core
Trading Hours, the TWAP will be given 30% weighting and the
consolidated last-sale eligible trade would be given 70% weighting;
(iv) between 3 minutes and 2 minutes before the end of Core Trading
Hours, the TWAP will be given 20% weighting and the consolidated last-
sale eligible trade would be given 80% weighting;
(v) between 2 minutes and 1 minute before the end of Core Trading
Hours, the TWAP will be given 10% weighting and the consolidated last-
sale eligible trade would be given 90% weighting; and
(vi) during the last 1 minute before the end of Core Trading Hours,
the TWAP will be given 0% weighting and the consolidated last-sale
eligible trade would be given 100% weighting.
If the Official Closing Price cannot be determined under proposed
NYSE Arca Rule 1.1(ll)(1)(A) or (B), as described above, the most
recent consolidated last-sale eligible trade during Core Trading Hours
on that trading day would be the Official Closing Price.\17\ If there
are no consolidated last-sale eligible trades during Core Trading Hours
on that trading day, the Official Closing Price will be the prior
trading day's Official Closing Price, as under the current rule.\18\
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\17\ See proposed NYSE Arca Rule 1.1(ll)(1)(C).
\18\ See proposed NYSE Arca Rule 1.1(ll)(1)(D). Current NYSE
Arca Rule 1.1(ll)(1)(B) and (C) will similarly continue to apply as
renumbered proposed Arca Rule 1.1(ll)(1)(E) and (F).
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The Exchange states that it will implement the proposed rule change
no later than 120 days after this approval of the proposed rule change
and will announce the implementation date via Trader Update.\19\
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\19\ See Notice, supra note 6, at 5285.
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III. Discussion and Commission's Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities
exchange.\20\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\21\ which
requires, among other things, that the rules of a national securities
exchange be designed to promote just and equitable principles of trade,
to foster cooperation and coordination with persons engaged in
regulating 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,
and not be designed to permit unfair discrimination between customers,
issuers, brokers, or dealers.
[[Page 12982]]
The Commission also finds that the proposed rule change is consistent
with Section 6(b)(8) of the Act,\22\ which requires that the rules of
an exchange not impose any burden on competition that is not necessary
or appropriate in furtherance of the purposes of the Act.
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\20\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\21\ 15 U.S.C. 78f(b)(5).
\22\ 15 U.S.C. 78f(b)(8).
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The proposal would set forth the procedures governing how the
Exchange would determine the Official Closing Price in Exchange-listed
securities that are Derivative Securities Products when the Exchange
does not conduct a Closing Auction or if a Closing Auction trade is
less than a round lot. The Commission notes that the primary listing
market's closing price for a security is relied upon by market
participants for a variety of reasons, including, but not limited to,
calculation of index values, calculation of the net asset value of
mutual funds and exchange-traded products, the price of derivatives
that are based on the security, and certain types of trading benchmarks
such as volume weighted average price strategies. As the Exchange
notes, the proposed calculation for the Official Closing Price is
designed to utilize more recent and reliable market information to
provide a closing price that more accurately reflects the true and
current value of a security that may be thinly traded or generally
illiquid and when the Official Closing Price for such security may
otherwise be based on a potentially stale last-sale trade.\23\ The
Commission further notes that this objective calculation would take
into account more recent firm quotations over less recent trades, which
trades may provide less information about the value of a security, and
would assign less weight to the last consolidated last-sale eligible
trade the farther away it occurred from the end of Core Trading Hours.
The Commission therefore believes that the Exchange's proposal is
reasonably designed to achieve the Act's objectives to protect
investors and the public interest. Accordingly, the Commission finds
that the proposed rule change is consistent with the requirements of
the Act.
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\23\ See Notice, supra note 6, at 5285-86.
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IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\24\ that the proposed rule change (SR-NYSEArca-2018-08) be, and
hereby is, approved.
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\24\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\25\
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\25\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2018-06014 Filed 3-23-18; 8:45 am]
BILLING CODE 8011-01-P