Self-Regulatory Organizations; Miami International Securities Exchange, LLC; Notice of Filing of Amendment No. 1 and Order Granting Accelerated Approval of a Proposed Rule Change, as Modified by Amendment No. 1, To Amend MIAX Rule 518, Complex Orders, 5739-5743 [2019-03039]
Download as PDF
Federal Register / Vol. 84, No. 36 / Friday, February 22, 2019 / Notices
is on the [SRO] that proposed the rule
change.’’ 35 The description of a
proposed rule change, its purpose and
operation, its effect, and a legal analysis
of its consistency with applicable
requirements must all be sufficiently
detailed and specific to support an
affirmative Commission finding,36 and
any failure of an SRO to provide this
information may result in the
Commission not having a sufficient
basis to make an affirmative finding that
a proposed rule change is consistent
with the Act and the applicable rules
and regulations thereunder.37
The Commission is instituting
proceedings to allow for additional
consideration and comment on the
issues raised herein, including as to
whether the proposed rule changes are
consistent with the Act, and
specifically, with its requirements that
exchange fees be reasonable and
equitably allocated; be designed to
perfect the mechanism of a free and
open market and the national market
system, protect investors and the public
interest, and not be unfairly
discriminatory; and not impose an
unnecessary or inappropriate burden on
competition.38
V. Commission’s Solicitation of
Comments
The Commission requests written
views, data, and arguments with respect
to the concerns identified above as well
as any other relevant concerns. Such
comments should be submitted by
March 15, 2019. Rebuttal comments
should be submitted by March 29, 2019.
Although there do not appear to be any
issues relevant to approval or
disapproval which would be facilitated
by an oral presentation of views, data,
and arguments, the Commission will
consider, pursuant to Rule 19b–4, any
request for an opportunity to make an
oral presentation.39
The Commission asks that
commenters address the sufficiency and
merit of the Exchanges’ statements in
support of the proposals, in addition to
any other comments they may wish to
submit about the proposed rule changes.
Interested persons are invited to submit
35 Rule 700(b)(3), Commission Rules of Practice,
17 CFR 201.700(b)(3).
36 See id.
37 See id.
38 See 15 U.S.C. 78f(b)(4), (5), and (8).
39 15 U.S.C. 78s(b)(2). Section 19(b)(2) of the Act
grants the Commission flexibility to determine what
type of proceeding—either oral or notice and
opportunity for written comments—is appropriate
for consideration of a particular proposal by an
SRO. See Securities Acts Amendments of 1975,
Report of the Senate Committee on Banking,
Housing and Urban Affairs to Accompany S. 249,
S. Rep. No. 75, 94th Cong., 1st Sess. 30 (1975).
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written data, views, and arguments
concerning the proposed rule changes,
including whether the proposed rule
changes are 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–
BX–2018–066, SR–Phlx–2018–83, or
both on the subject line.
All submissions should refer to File
Number SR–BX–2018–066, SR–Phlx–
2018–83, or both. 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
submissions, all subsequent
amendments, all written statements
with respect to the proposed rule
changes that are filed with the
Commission, and all written
communications relating to the
proposed rule changes 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
filings 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–BX–2018–066, SR–Phlx–
2018–83, or both and should be
submitted on or before March 15, 2019.
Rebuttal comments should be submitted
by March 29, 2019.
Fmt 4703
It is therefore ordered, pursuant to
Section 19(b)(3)(C) of the Act,40 that File
Numbers SR–BX–2018–066 and SR–
Phlx–2018–83 be and hereby are,
temporarily suspended. In addition, the
Commission is instituting proceedings
to determine whether the proposed rule
changes should be approved or
disapproved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.41
Eduardo A. Aleman,
Deputy Secretary.
BILLING CODE 8011–01–P
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE, Washington, DC 20549–1090.
Frm 00080
VI. Conclusion
[FR Doc. 2019–03041 Filed 2–21–19; 8:45 am]
Paper Comments
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85155; File No. SR–MIAX–
2018–36]
Self-Regulatory Organizations; Miami
International Securities Exchange,
LLC; Notice of Filing of Amendment
No. 1 and Order Granting Accelerated
Approval of a Proposed Rule Change,
as Modified by Amendment No. 1, To
Amend MIAX Rule 518, Complex
Orders
February 15, 2019.
I. Introduction
On November 9, 2018, Miami
International Securities Exchange, LLC
(‘‘Exchange’’ or ‘‘MIAX’’) 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
make several changes to MIAX Rule
518, ‘‘Complex Orders.’’ The proposed
rule change was published for comment
in the Federal Register on November 23,
2018.3 On December 21, 2018, pursuant
to Section 19(b)(2) of the Act,4 the
Commission designated a longer period
within which to approve the proposed
rule change, disapprove the proposed
rule change, or institute proceedings to
determine whether to approve or
disapprove the proposed rule change.5
40 15
U.S.C. 78s(b)(3)(C).
CFR 200.30–3(a)(57), (58).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 84613
(Nov. 16, 2018), 83 FR 59435 (‘‘Notice’’).
4 15 U.S.C. 78s(b)(2).
5 See Securities Exchange Act Release No. 84950,
83 FR 67758 (December 31, 2018). The Commission
designated February 21, 2019, as the date by which
the Commission shall approve or disapprove, or
41 17
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Federal Register / Vol. 84, No. 36 / Friday, February 22, 2019 / Notices
On February 13, 2019, the Exchange
filed Amendment No. 1 to the proposed
rule change.6 The Commission has
received no comments regarding the
proposal. The Commission is publishing
this notice to solicit comment on
Amendment No. 1 to the proposed rule
change from interested persons and is
approving the proposed rule change, as
modified by Amendment No. 1, on an
accelerated basis.
II. Description of the Proposed Rule
Change, as Modified by Amendment
No. 1
As described more fully in the
Notice,7 the proposal amends MIAX
Rule 518 to (1) establish a new Complex
Liquidity Exposure Process (‘‘cLEP
Auction’’) for Complex Orders and make
corresponding changes to the Complex
MIAX Price Collar (‘‘MPC’’) price
protection feature; (2) eliminate the
Defined Time Period and revise the
Response Time Interval for the Complex
Auction; (3) provide that the Calendar
Spread Variance (‘‘CSV’’) Price
Protection applies only to Americanstyle option classes; and (4) add the
Liquidity Exposure Process as a Simple
Market Auction or Timer (‘‘SMAT’’)
Event.8
cLEP Auction
Under the proposal, MIAX’s System 9
will initiate a cLEP Auction whenever a
complex order or eQuote would execute
or post at a price that would violate its
MPC Price.10 The System will post the
institute proceedings to determine whether to
approve or disapprove, the proposed rule change.
6 Amendment No. 1 revises the proposal to (1)
clarify the rule describing the operation of the
proposed Complex Liquidity Exposure Period
(‘‘cLEP’’) Auction and provide an additional
example demonstrating the operation of the
proposed cLEP Auction; (2) provide additional
rationale for eliminating the Defined Time Period
for the Complex Auction and make representations
regarding system capability and surveillance with
respect to the Complex Auction, as modified by the
proposal; (3) indicate that the Auction Timer for
MIAX’s cPRIME Auction will remain at 100
milliseconds; and (4) clarify the discussion of the
proposed change to the Calendar Spread Variance
Price Protection. Amendment No. 1 is available at
https://www.sec.gov/comments/sr-miax-2018-36/
srmiax201836-4932160-178431.pdf.
7 See note 3, supra.
8 The Liquidity Exposure Process was approved
in a separate proposal. See Securities Exchange
Release No. 85147 (February 15, 2019) (order
approving File No. SR–MIAX–2018–35) (‘‘LEP
Filing’’).
9 The System is the automated trading system
used by the Exchange for the trading of securities.
See MIAX Rule 100.
10 See Amendment No. 1. The MPC price
protection feature is an Exchange-wide price
protection mechanism under which a complex
order or eQuote to sell will not be displayed or
executed at a price that is lower than the opposite
side cNBBO bid at the time the MPC is assigned by
the System (i.e., upon receipt or upon opening) by
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complex order or eQuote to the Strategy
Book at its MPC Price and begin the
cLEP Auction by broadcasting a
liquidity exposure message to all
subscribers of the Exchange’s data
feeds.11 The liquidity exposure message
will include the symbol, side of the
market, auction start price (the MPC
Price of the complex order or eQuote),
and the imbalance quantity.12 Members
may respond to the liquidity exposure
message during the Response Time
Interval.13 Responses, which may be in
$0.01 increments, must be a cAOC order
or a cAOC eQuote, and may be
submitted on either side of the market.14
Responses represent non-firm interest
that can be withdrawn at any time prior
to the end of the Response Time
Interval.15 At the end of the Response
Time Interval, responses are firm (i.e.,
guaranteed at the response price and
size).16 Any responses not executed in
full will expire at the end of the cLEP
Auction.17
more than a specific dollar amount expressed in
$0.01 increments (the ‘‘MPC Setting’’), and under
which a complex order or eQuote to buy will not
be displayed or executed at a price that is higher
than the opposite side cNBBO offer at the time the
MPC is assigned by the System by more than the
MPC Setting (each the ‘‘MPC Price’’). See MIAX
Rule 518, Interpretation and Policy .05(f). See
Notice, 83 FR at 59437, and Amendment No. 1 for
examples of the operation of the proposed cLEP
Auction.
11 See proposed MIAX Rule 518(e).
12 See id.
13 The duration of the Response Time Interval
will be no less than 100 milliseconds and no more
than 5,000 milliseconds, as determined by the
Exchange and announced through a Regulatory
Circular. See id.
14 See id. A Complex Auction-or-Cancel or
‘‘cAOC’’ order is a complex limit order used to
provide liquidity during a specific Complex
Auction with a time in force that corresponds with
that event. cAOC orders are not displayed to any
market participant, and are not eligible for trading
outside of the event. A cAOC order with a size
greater than the aggregate auctioned size (as defined
in MIAX Rule 518(d)(4)) will be capped for
allocation purposes at the aggregate auctioned size.
See MIAX Rule 518(b)(3). A ‘‘Complex Auction or
Cancel eQuote’’ or ‘‘cAOC eQuote,’’ is an eQuote
submitted by a Market Maker that is used to provide
liquidity during a specific Complex Auction with
a time in force that corresponds with the duration
of the Complex Auction. A cAOC eQuote with a
size greater than the aggregate auctioned size (as
defined in MIAX Rule 518(d)(4)) will be capped for
allocation purposes at the aggregate auctioned size.
cAOC eQuotes will not: (i) Be executed against
individual orders and quotes resting on the Simple
Order Book; (ii) be eligible to initiate a Complex
Auction, but may join a Complex Auction in
progress; (iii) rest on the Strategy Book; or (iv) be
displayed. See MIAX Rule 518, Interpretation and
Policy .02(c)(1).
15 See id.
16 See id.
17 See id. A response on the opposite side of the
initiating order with a size greater than the
aggregate size of interest at the same price on the
same side of the market as the initiating order (the
‘‘aggregate auctioned size’’) will be capped for
allocation purposes at the aggregate auctioned size.
See id. and Amendment No. 1.
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At the conclusion of the cLEP Auction
the resulting trade price will be
determined, and interest will execute, as
described in MIAX Rule 518(d)(6).18
The resulting trade price will never be
more aggressive than the MPC Price.19
Liquidity remaining at the conclusion of
the cLEP Auction with an original limit
price that is (i) less aggressive (lower for
a buy order or eQuote, or higher for a
sell order or eQuote) than or equal to the
MPC Price will be handled in
accordance with MIAX Rule
518(c)(2)(ii)–(v), or (ii) more aggressive
than the MPC Price will be subject to
the reevaluation process.20 Orders and
eQuotes executed in a cLEP Auction
will be allocated first in price priority
based upon their original limit price,
and thereafter in accordance with the
Complex Auction allocation procedures
described in MIAX Rule (d)(7)(i)–(vi).21
At the start of the Reevaluation
process, the System will calculate the
next potential MPC Price for remaining
auction liquidity with an original limit
price more aggressive than the existing
MPC Price.22 The next MPC Price will
be calculated as the MPC Price plus
(minus) the next MPC increment for buy
(sell) orders (the ‘‘New MPC Price’’).23
The System will initiate a cLEP Auction
for liquidity that would execute or post
at a price that would violate its New
MPC Price.24 Liquidity with an original
limit price less aggressive (lower for a
buy order or eQuote, or higher for a sell
order or eQuote) than or equal to the
New MPC Price will be posted to the
Strategy Book at its original limit price
or handled in accordance with MIAX
Rule (c)(2)(ii)–(v).25 The cLEP process
will continue until no liquidity remains
with an original limit price that is more
aggressive than its MPC Price.26 At the
18 See proposed MIAX Rule 518(e) and
Amendment No. 1.
19 See proposed MIAX Rule 518(e) and
Amendment No. 1.
20 See id.
21 See proposed MIAX Rule 518(e).
22 See proposed MIAX Rule 518(e) and
Amendment No. 1.
23 See id.
24 See id.
25 See id.
26 See id. The proposal makes technical
corrections to the MPC Price protection provisions
in MIAX Rule 518, Interpretation and Policy .05(f)
to incorporate changes associated with the
proposed cLEP Auction process. Because the MPC
Price of certain complex orders and eQuotes may
change as a result of the cLEP Reevaluation process,
the proposal deletes Interpretation and Policy
.05(f)(4), which states that the MPC Price of a
complex order or eQuote will not change during the
life of the complex order or eQuote. The proposal
renumbers the remaining subparagraphs in
paragraph (f) to reflect the elimination of
subparagraph (4). The proposal also revises
Interpretation and Policy .05(f)(6)(A) to provide that
any unexecuted portion of a market order or a
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conclusion of the cLEP process, any
liquidity that has not been executed will
be posted to the Strategy Book at its
original limit price.27
MIAX notes that the proposed cLEP
Auction process provides an additional
price discovery opportunity for orders
and eQuotes that would trade through
their MPC Price.28 MIAX believes that it
is in the best interest of a Member to
seek liquidity for the unexecuted
portion of an order that exceeds its MPC
Price rather than cancelling any
unexecuted portion of the order back to
the Member.29
Complex Auction
Currently, MIAX provides a singlesided Complex Auction functionality, as
described in MIAX Rule 518, and a
cPRIME Auction for paired complex
orders, as described in MIAX Rule
515A, Interpretation and Policy .12.30
The proposal makes related changes to
the Defined Time Period and the
Response Time Interval of the Complex
Auction. MIAX Rule 518(d)(2) states
that the System will not commence a
Complex Auction within a defined time
period prior to the end of the trading
session (the ‘‘Defined Time Period’’)
established by the Exchange.31 MIAX
Rule 518(d)(3) defines the Response
Time Interval as the period of time
during which Complex Auction
responses (i.e., responses to the Request
for Responses message) may be
entered.32 The proposal removes
references to the Defined Time Period
from MIAX Rules 518(b)(2)(i) and
(d)(2).33 The proposal amends MIAX
Rule 518(d)(3) to state that the end of
the trading session will also serve as the
end of the Response Time Interval for a
Complex Auction still in progress. The
proposal makes no changes to the
complex order or eQuote priced more aggressively
than its MPC Price will be subject to the cLEP
Auction process, rather than cancelled if it would
otherwise be displayed or executed at a price
outside its MPC Price. See Notice, 83 FR at 59437–
8.
27 See id. MIAX notes that a Member who
believes that an execution has occurred at an
erroneous price may avail itself of the protections
provided in MIAX Rule 521, ‘‘Nullification and
Adjustment of Options Transactions Including
Obvious Errors.’’ See id. at n. 29.
28 See id. at 59438.
29 See id.
30 See id. at 59436 and Amendment No. 1.
31 MIAX notes that the Defined Time Period
currently is 2,000 milliseconds, while the duration
of a Complex Auction is 200 milliseconds. See
Notice, 83 FR at 59436.
32 MIAX notes that the Response Time Interval
currently is set to 200 milliseconds. See id. at n. 10.
See also MIAX Regulatory Circular 2016–46.
33 MIAX Rule 518(b)(2)(i) states, in part, that a
Complex Auction-on-Arrival (‘‘cAOA’’) Order
received during the Defined Time Period will not
initiate a new Complex Auction.
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cPRIME Auction, and the cPRIME Timer
will remain at 100 milliseconds.34
MIAX notes that under its current
rules there is no opportunity for price
improvement via a Complex Auction
when there is less than two seconds left
in the trading session.35 MIAX believes
that removing the Defined Time Period
and allowing the end of the trading
session to serve as the end of the
Response Time Interval when a
Complex Auction is initiated with less
than 200 milliseconds left in the trading
session will allow for more
opportunities for price improvement via
the auction process.36 In this regard,
MIAX notes that Members responding to
Complex Auctions are able to do so in
less than 10 milliseconds.37 In addition,
MIAX states that if a Member initiates
a Complex Auction and no Members
respond, the initiating Member is no
worse off under the proposed rule than
the Member would have been under
MIAX’s current rule, which prevents the
Member from even attempting to initiate
a Complex Auction with less than two
seconds left in the trading session.38
MIAX notes that a Member who initiates
a Complex Auction will not forego the
opportunity to trade with unrelated
interest received during the Complex
Auction because unrelated interest is
included in the Complex Auction.39
MIAX represents that is has the
System capacity and capability to
conduct auctions and execute
transactions in a timely fashion at any
time during the trading session,
including the last two seconds of the
trading session.40 MIAX further
represents that it has surveillances in
place to surveil for conduct that violates
the Exchange’s rules, specifically as
they pertain to Complex Auctions as
described in the proposal.41
CSV Price Protection
The proposal amends MIAX Rule 518,
Interpretation and Policy .05(b) to
indicate that the CSV Price Protection
34 See
Amendment No. 1.
Notice, 83 FR at 59436.
36 See id.
37 See Amendment No. 1.
38 See Notice, 83 FR at 59438, and Amendment
No. 1.
39 See Amendment No. 1 and MIAX Rule
518(d)(8).
40 See id.
41 See id. MIAX notes that MIAX Rule 518,
Interpretation and Policy .04, ‘‘Dissemination of
Information,’’ remains in effect for any Complex
Auction-eligible order submitted to MIAX at any
time. See Amendment No. 1. MIAX Rule 518,
Interpretation and Policy .04 provides that
dissemination of information related to Complex
Auction-eligible orders by the submitting Member
to third parties will be deemed conduct
inconsistent with just and equitable principles of
trade as described in Rule 301.
35 See
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5741
applies only to strategies in Americanstyle option classes.42 MIAX notes that
the CSV establishes a minimum trading
price limit for Calendar Spreads of zero
minus the preset value of $.10, thereby
ensuring that a Calendar Spread does
not trade more than $.10 away from its
intrinsic value.43 MIAX states that an
American-style option must be worth at
least as much as its intrinsic value
because the holder of the option can
realize the intrinsic value by
immediately exercising the option.44 In
a Calendar Spread strategy comprised of
American-style options, other things
being equal, the far month should be
worth more than the near month due to
its having a longer time to expiration
and therefore a greater time value.45
MIAX states that because Europeanstyle options may be exercised only on
their expiration date, the relationship
between the stock price, option price,
and option strike price that exists for
American-style options does not exist
for European-style options.46
Accordingly, MIAX states that the CSV
Price Protection would be ineffective for
strategies comprised of European-style
options.47
SMAT Event
As described more fully in the Notice,
MIAX Rule 518(a)(16) currently defines
a SMAT Event as any one of the
following: A MIAX Price Improvement
Mechanism (‘‘PRIME’’) Auction
(pursuant to Exchange Rule 515A), a
Route Timer (pursuant to Exchange Rule
529), or a liquidity refresh pause
(pursuant to Exchange Rule 515(c)(2).48
If a SMAT Event exists during free
trading for an option component of a
complex strategy, trading in the
complex strategy will be suspended.49
MIAX notes that the temporary
suspension of trading in complex orders
during a SMAT Event is intended to
enhance continuity, trade-through
protection, and orderliness in the
simple market and to protect complex
order components from being executed
at prices that could improve following
a SMAT Event.50 The proposal amends
MIAX Rule 518(a)(16) to add the
Liquidity Exposure Process, as
described in MIAX Rule 515(c)(2), as a
42 See proposed MIAX Rule 518, Interpretation
and Policy .05(b)(3).
43 See Notice, 83 FR at 59438.
44 See id.
45 See Amendment No. 1.
46 See Notice, 83 FR at 59438.
47 See id.
48 See id.
49 See MIAX Rule 518, Interpretations and
Policies .05(e)(2)(i) and Notice, 83 FR at 59436.
50 See id.
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SMAT Event.51 The Liquidity Exposure
Process will apply to an order in a
Proprietary Product that would be
posted, managed, or would trade at a
price more aggressive than the order’s
protected price.52
III. Discussion and Commission
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 and, in particular,
with Section 6(b) of the Act.53 In
particular, the Commission finds that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,54 which
requires, among other things, that the
rules of a national securities exchange
be 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
regulating, clearing, settling, processing
information with respect to, and
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 Commission believes that the
cLEP Auction is designed to potentially
benefit market participants by providing
price improvement opportunities for
complex orders and eQuotes that are
priced more aggressively than their MPC
Price. In addition, the Commission
believes that Members’ ability to submit
cLEP Auction responses on either side
of the market potentially could enhance
liquidity in the cLEP Auction and
provide execution opportunities for
trading interest on both sides of the
market.
The Commission believes that
eliminating the Defined Time Period
and allowing Members to initiate a
single-sided Complex Auction at any
time prior to the close could potentially
provide price improvement
opportunities for complex orders
51 See id. at 59435–6. In addition to adding the
Liquidity Exposure Process to MIAX Rule
518(a)(16), MIAX proposes to correct an internal
cross reference in MIAX Rule 518(a)(16)(iii) to
reflect changes included in the LEP Filing. See
Notice, 83 FR at 59436.
52 The term ‘‘Proprietary Product’’ means a class
of options that is listed exclusively on the
Exchange. See Notice, 83 FR at 59436. See also LEP
Filing, supra note 8.
53 15 U.S.C. 78f(b). 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).
54 15 U.S.C. 78f(b)(5).
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16:52 Feb 21, 2019
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submitted within two seconds of the
close. As noted above, MIAX represents
that it has the system capacity and
capability to conduct Complex Auctions
and execute transactions that occur
within two seconds of the close, and
that it has surveillance in place to
monitor conduct that violates MIAX’s
rules, including MIAX Rule 518,
Interpretation and Policy .04, which
prohibits a submitting Member from
disseminating information with respect
to Complex Auction-eligible orders to
third parties.55 MIAX states that a
Member who initiates a Complex
Auction will not forego the opportunity
to trade with unrelated interest received
during the Complex Auction because
this interest is included in the Complex
Auction.56 The Commission notes that
proposal does not modify the Auction
Timer for MIAX’s paired order cPRIME
Auction, which will remain at 100
milliseconds.57
As noted above, MIAX states that the
CSV Price Protection would be
ineffective for Calendar Spreads
comprised of European-style options
because the relationship between the
stock price, the option price, and the
option strike price that exists for
American-style options does not exist
for European-style options.58
Accordingly, the proposal limits the
CSV Price Protection to strategies in
American-style option classes. The
Commission believes that applying the
CSV Price Protection solely to Calendar
Spreads comprised of American-style
options is reasonable in that this price
protection will be applied to orders for
which it is meaningful to do so.
IV. Solicitation of Comments on
Amendment No. 1 to the Proposed Rule
Change
Interested persons are invited to
submit written data, views, and
arguments concerning whether
Amendment No. 1 is consistent with the
Act. Comments may be submitted by
any of the following methods:
Electronic Comments
• Use the Commission’s internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
MIAX–2018–36 on the subject line.
55 See
notes 39–40, supra, and accompanying
text.
56 See
note 38, supra, and accompanying text.
note 33, supra, and accompanying text.
58 See notes 45–46, supra, and accompanying
text.
57 See
PO 00000
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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–MIAX–2018–36. 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
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–MIAX–2018–36, and
should be submitted on or before March
15, 2019.
V. Accelerated Approval of Proposed
Rule Change, as Modified by
Amendment No. 1
The Commission finds good cause to
approve the proposed rule change, as
modified by Amendment No. 1, prior to
the thirtieth day after the date of
publication of notice of the filing of
Amendment No. 1 in the Federal
Register. As noted above, Amendment
No. 1 revises the proposal to (1) clarify
the rule describing the operation of the
proposed cLEP Auction and provide an
additional example demonstrating the
operation of the proposed cLEP
Auction; (2) provide additional rationale
for eliminating the Defined Time Period
for the Complex Auction and make
representations regarding system
capability and surveillance with respect
to the Complex Auction, as modified by
E:\FR\FM\22FEN1.SGM
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Federal Register / Vol. 84, No. 36 / Friday, February 22, 2019 / Notices
the proposal; (3) indicate that the
Auction Timer for MIAX’s cPRIME
Auction will remain at 100
milliseconds; and (4) clarify the
discussion of the proposed change to
the Calendar Spread Variance Price
Protection. The Commission believes
that Amendment No. 1 does not raise
any novel regulatory issues. The
Commission also believes that
Amendment No. 1 provides additional
clarity to the rule text and additional
analysis and representations concerning
several aspects of the proposal, thereby
facilitating the Commission’s ability to
make the findings set forth above to
approve the proposal. Accordingly, the
Commission finds good cause, pursuant
to Section 19(b)(2) of the Act,59 to
approve the proposed rule change, as
modified by Amendment No. 1, on an
accelerated basis.
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend Exchange Rules 100
(Definitions), 515 (Execution of Orders
and Quotes), and 503 (Openings on the
Exchange). The proposed rule change
was published for comment in the
Federal Register on November 20,
2018.3 On December 20, 2018, the
Commission extended the time period
for Commission action on the proposed
rule change from January 4, 2019, to
February 18, 2019.4 The Commission
received no comments on the proposal.
On February 13, 2019, the Exchange
filed Amendment No. 1 to make a
clarifying change to the proposal.5 The
Commission is publishing this notice to
solicit comment on Amendment No. 1,
and is approving the proposed rule
change, as modified by Amendment No.
1, on an accelerated basis.
VI. Conclusion
II. Description of the Proposal, as
Modified by Amendment No. 1
As more fully set forth in the Notice
and Amendment No. 1, the Exchange
proposes to amend its rules to address
how price protection will apply to nonmulti listed option products that are
proprietary to the Exchange. More
specifically, the Exchange proposes to
amend (i) Exchange Rule 100
(Definitions), to adopt definitions for the
terms ‘‘Proprietary Product’’ and ‘‘NonProprietary Product;’’ (ii) Exchange Rule
515 (Execution of Orders and Quotes),
to specify how the Exchange will
provide price protection to eligible nonMarket Orders for Proprietary Products;
and (iii) Exchange Rule 503 (Openings
on the Exchange), to specify how certain
orders for Proprietary Products will be
handled at the conclusion of the
Opening Process.
The Exchange proposes to amend
Exchange Rule 100 (Definitions), to
adopt definitions for the terms
‘‘Proprietary Product’’ and ‘‘NonProprietary Product,’’ to provide clarity
and ease of reference in Exchange
rules.6 The proposed definition of a
Proprietary Product is ‘‘a class of
options that is listed exclusively on the
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,60 that the
proposed rule change (SR–MIAX–2018–
36), as modified by Amendment No. 1,
is approved on an accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.61
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–03039 Filed 2–21–19; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85147; File No. SR–MIAX–
2018–35]
Self-Regulatory Organizations; Miami
International Securities Exchange,
LLC; Notice of Filing of Amendment
No. 1 and Order Granting Accelerated
Approval of Proposed Rule Change, as
Modified by Amendment No. 1, To
Amend Exchange Rule 100
(Definitions); Rule 515 (Execution of
Orders and Quotes); and Rule 503
(Openings on the Exchange)
1 15
February 15, 2019.
I. Introduction
On November 9, 2018, Miami
International Securities Exchange, LLC
(‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
59 15
U.S.C. 78s(b)(2).
U.S.C. 78s(b)(2).
61 17 CFR 200.30–3(a)(12).
60 15
VerDate Sep<11>2014
16:52 Feb 21, 2019
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 84589
(Nov. 14, 2018), 83 FR 58633 (‘‘Notice’’).
4 See Securities Exchange Act Release No. 84900
(December 20, 2018), 83 FR 67394 (December 28,
2018).
5 In Amendment No. 1, the Exchange modified its
proposal to clarify that the term ‘‘Proprietary
Product’’ refers to an options product that is listed
exclusively on the Exchange, and is not multiply
listed. The full text of Amendment No. 1 has been
placed in the public comment file for SR–MIAX–
2018–35 and is available at: https://www.sec.gov/
rules/sro/miax.htm#SR-MIAX-2018-35.
6 See Notice, supra note 3, at 58634.
2 17
Jkt 247001
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Frm 00084
Fmt 4703
Sfmt 4703
5743
Exchange,’’ and the proposed definition
of a Non-Proprietary Product is ‘‘a class
of options that is not a Proprietary
Product.’’ 7
The Exchange further proposes to
amend Exchange Rule 515 (Execution of
Orders and Quotes). Currently, Rule
515(c)(1) describes a price protection
process for certain non-Market Maker
orders received during a trading
session.8 This price protection process
prevents certain orders from being
executed beyond the price designated in
the order’s price protection instructions
(the ‘‘price protection limit’’). When
triggered, this price protection process
will cancel an order or the remaining
contracts of an order. The Exchange
proposes to amend the heading of Rule
515(c)(1) to read ‘‘Price Protection on
Non-Market Maker Orders in NonProprietary Products,’’ 9 and add new
subsection (c)(2) to Exchange Rule 515
to address and distinguish how price
protection would apply to Proprietary
Products.
Proposed Exchange Rule 515(c)(2)
would establish a price protection
process for eligible non-Market Maker
orders in Proprietary Products received
during a regular trading session that are
larger than, and priced through, the
opposite side NBBO.10 The proposed
price protection process provides for
exposure of such orders and a limited
time (i.e., a liquidity exposure period or
‘‘LEP’’) during which market
participants may respond to provide
liquidity, subject to certain parameters,
in lieu of the Exchange canceling the
order back to the Member. The price
protection limit for applicable orders in
Proprietary Products will be calculated
by the System 11 as follows: By adding
(subtracting) a set number of MPVs 12 if
the order is a buy (sell) to: (i) The
7 See
proposed Exchange Rule 100 and supra note
5.
8 See Exchange Rule 515(c)(1). This price
protection process does not apply to Intermarket
Sweep Orders (‘‘ISO’’), Immediate or Cancel
(‘‘IOC’’) orders, or Fill-or-Kill (‘‘FOK’’) orders.
9 See Notice, supra note 3, at 58634.
10 The term ‘‘NBBO’’ means the national best bid
or offer as calculated by the Exchange based on
market information received by the Exchange from
OPRA. See Exchange Rule 100. The proposed new
price protection process would apply to non-Market
Maker orders in Proprietary Products, excluding
ISOs and Auction or Cancel orders. See Notice,
supra note 3, at 58634.
11 The term ‘‘System’’ means the automated
trading system used by the Exchange for the trading
of securities. See Exchange Rule 100.
12 The term ‘‘MPV’’ means Minimum Price
Variation. See Exchange Rule 510. The number of
MPVs will be determined by the Exchange and
announced to Members through a Regulatory
Circular, provided that the minimum shall be no
less than two MPVs and the maximum shall be no
more than twenty MPVs. See proposed Exchange
Rule 515(c)(2).
E:\FR\FM\22FEN1.SGM
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Agencies
[Federal Register Volume 84, Number 36 (Friday, February 22, 2019)]
[Notices]
[Pages 5739-5743]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2019-03039]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-85155; File No. SR-MIAX-2018-36]
Self-Regulatory Organizations; Miami International Securities
Exchange, LLC; Notice of Filing of Amendment No. 1 and Order Granting
Accelerated Approval of a Proposed Rule Change, as Modified by
Amendment No. 1, To Amend MIAX Rule 518, Complex Orders
February 15, 2019.
I. Introduction
On November 9, 2018, Miami International Securities Exchange, LLC
(``Exchange'' or ``MIAX'') 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 make several changes to MIAX
Rule 518, ``Complex Orders.'' The proposed rule change was published
for comment in the Federal Register on November 23, 2018.\3\ On
December 21, 2018, pursuant to Section 19(b)(2) of the Act,\4\ the
Commission designated a longer period within which to approve the
proposed rule change, disapprove the proposed rule change, or institute
proceedings to determine whether to approve or disapprove the proposed
rule change.\5\
[[Page 5740]]
On February 13, 2019, the Exchange filed Amendment No. 1 to the
proposed rule change.\6\ The Commission has received no comments
regarding the proposal. The Commission is publishing this notice to
solicit comment on Amendment No. 1 to the proposed rule change from
interested persons and is approving the proposed rule change, as
modified by Amendment No. 1, on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 84613 (Nov. 16,
2018), 83 FR 59435 (``Notice'').
\4\ 15 U.S.C. 78s(b)(2).
\5\ See Securities Exchange Act Release No. 84950, 83 FR 67758
(December 31, 2018). The Commission designated February 21, 2019, as
the date by which the Commission shall approve or disapprove, or
institute proceedings to determine whether to approve or disapprove,
the proposed rule change.
\6\ Amendment No. 1 revises the proposal to (1) clarify the rule
describing the operation of the proposed Complex Liquidity Exposure
Period (``cLEP'') Auction and provide an additional example
demonstrating the operation of the proposed cLEP Auction; (2)
provide additional rationale for eliminating the Defined Time Period
for the Complex Auction and make representations regarding system
capability and surveillance with respect to the Complex Auction, as
modified by the proposal; (3) indicate that the Auction Timer for
MIAX's cPRIME Auction will remain at 100 milliseconds; and (4)
clarify the discussion of the proposed change to the Calendar Spread
Variance Price Protection. Amendment No. 1 is available at https://www.sec.gov/comments/sr-miax-2018-36/srmiax201836-4932160-178431.pdf.
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change, as Modified by Amendment
No. 1
As described more fully in the Notice,\7\ the proposal amends MIAX
Rule 518 to (1) establish a new Complex Liquidity Exposure Process
(``cLEP Auction'') for Complex Orders and make corresponding changes to
the Complex MIAX Price Collar (``MPC'') price protection feature; (2)
eliminate the Defined Time Period and revise the Response Time Interval
for the Complex Auction; (3) provide that the Calendar Spread Variance
(``CSV'') Price Protection applies only to American-style option
classes; and (4) add the Liquidity Exposure Process as a Simple Market
Auction or Timer (``SMAT'') Event.\8\
---------------------------------------------------------------------------
\7\ See note 3, supra.
\8\ The Liquidity Exposure Process was approved in a separate
proposal. See Securities Exchange Release No. 85147 (February 15,
2019) (order approving File No. SR-MIAX-2018-35) (``LEP Filing'').
---------------------------------------------------------------------------
cLEP Auction
Under the proposal, MIAX's System \9\ will initiate a cLEP Auction
whenever a complex order or eQuote would execute or post at a price
that would violate its MPC Price.\10\ The System will post the complex
order or eQuote to the Strategy Book at its MPC Price and begin the
cLEP Auction by broadcasting a liquidity exposure message to all
subscribers of the Exchange's data feeds.\11\ The liquidity exposure
message will include the symbol, side of the market, auction start
price (the MPC Price of the complex order or eQuote), and the imbalance
quantity.\12\ Members may respond to the liquidity exposure message
during the Response Time Interval.\13\ Responses, which may be in $0.01
increments, must be a cAOC order or a cAOC eQuote, and may be submitted
on either side of the market.\14\ Responses represent non-firm interest
that can be withdrawn at any time prior to the end of the Response Time
Interval.\15\ At the end of the Response Time Interval, responses are
firm (i.e., guaranteed at the response price and size).\16\ Any
responses not executed in full will expire at the end of the cLEP
Auction.\17\
---------------------------------------------------------------------------
\9\ The System is the automated trading system used by the
Exchange for the trading of securities. See MIAX Rule 100.
\10\ See Amendment No. 1. The MPC price protection feature is an
Exchange-wide price protection mechanism under which a complex order
or eQuote to sell will not be displayed or executed at a price that
is lower than the opposite side cNBBO bid at the time the MPC is
assigned by the System (i.e., upon receipt or upon opening) by more
than a specific dollar amount expressed in $0.01 increments (the
``MPC Setting''), and under which a complex order or eQuote to buy
will not be displayed or executed at a price that is higher than the
opposite side cNBBO offer at the time the MPC is assigned by the
System by more than the MPC Setting (each the ``MPC Price''). See
MIAX Rule 518, Interpretation and Policy .05(f). See Notice, 83 FR
at 59437, and Amendment No. 1 for examples of the operation of the
proposed cLEP Auction.
\11\ See proposed MIAX Rule 518(e).
\12\ See id.
\13\ The duration of the Response Time Interval will be no less
than 100 milliseconds and no more than 5,000 milliseconds, as
determined by the Exchange and announced through a Regulatory
Circular. See id.
\14\ See id. A Complex Auction-or-Cancel or ``cAOC'' order is a
complex limit order used to provide liquidity during a specific
Complex Auction with a time in force that corresponds with that
event. cAOC orders are not displayed to any market participant, and
are not eligible for trading outside of the event. A cAOC order with
a size greater than the aggregate auctioned size (as defined in MIAX
Rule 518(d)(4)) will be capped for allocation purposes at the
aggregate auctioned size. See MIAX Rule 518(b)(3). A ``Complex
Auction or Cancel eQuote'' or ``cAOC eQuote,'' is an eQuote
submitted by a Market Maker that is used to provide liquidity during
a specific Complex Auction with a time in force that corresponds
with the duration of the Complex Auction. A cAOC eQuote with a size
greater than the aggregate auctioned size (as defined in MIAX Rule
518(d)(4)) will be capped for allocation purposes at the aggregate
auctioned size. cAOC eQuotes will not: (i) Be executed against
individual orders and quotes resting on the Simple Order Book; (ii)
be eligible to initiate a Complex Auction, but may join a Complex
Auction in progress; (iii) rest on the Strategy Book; or (iv) be
displayed. See MIAX Rule 518, Interpretation and Policy .02(c)(1).
\15\ See id.
\16\ See id.
\17\ See id. A response on the opposite side of the initiating
order with a size greater than the aggregate size of interest at the
same price on the same side of the market as the initiating order
(the ``aggregate auctioned size'') will be capped for allocation
purposes at the aggregate auctioned size. See id. and Amendment No.
1.
---------------------------------------------------------------------------
At the conclusion of the cLEP Auction the resulting trade price
will be determined, and interest will execute, as described in MIAX
Rule 518(d)(6).\18\ The resulting trade price will never be more
aggressive than the MPC Price.\19\ Liquidity remaining at the
conclusion of the cLEP Auction with an original limit price that is (i)
less aggressive (lower for a buy order or eQuote, or higher for a sell
order or eQuote) than or equal to the MPC Price will be handled in
accordance with MIAX Rule 518(c)(2)(ii)-(v), or (ii) more aggressive
than the MPC Price will be subject to the reevaluation process.\20\
Orders and eQuotes executed in a cLEP Auction will be allocated first
in price priority based upon their original limit price, and thereafter
in accordance with the Complex Auction allocation procedures described
in MIAX Rule (d)(7)(i)-(vi).\21\
---------------------------------------------------------------------------
\18\ See proposed MIAX Rule 518(e) and Amendment No. 1.
\19\ See proposed MIAX Rule 518(e) and Amendment No. 1.
\20\ See id.
\21\ See proposed MIAX Rule 518(e).
---------------------------------------------------------------------------
At the start of the Reevaluation process, the System will calculate
the next potential MPC Price for remaining auction liquidity with an
original limit price more aggressive than the existing MPC Price.\22\
The next MPC Price will be calculated as the MPC Price plus (minus) the
next MPC increment for buy (sell) orders (the ``New MPC Price'').\23\
The System will initiate a cLEP Auction for liquidity that would
execute or post at a price that would violate its New MPC Price.\24\
Liquidity with an original limit price less aggressive (lower for a buy
order or eQuote, or higher for a sell order or eQuote) than or equal to
the New MPC Price will be posted to the Strategy Book at its original
limit price or handled in accordance with MIAX Rule (c)(2)(ii)-(v).\25\
The cLEP process will continue until no liquidity remains with an
original limit price that is more aggressive than its MPC Price.\26\ At
the
[[Page 5741]]
conclusion of the cLEP process, any liquidity that has not been
executed will be posted to the Strategy Book at its original limit
price.\27\
---------------------------------------------------------------------------
\22\ See proposed MIAX Rule 518(e) and Amendment No. 1.
\23\ See id.
\24\ See id.
\25\ See id.
\26\ See id. The proposal makes technical corrections to the MPC
Price protection provisions in MIAX Rule 518, Interpretation and
Policy .05(f) to incorporate changes associated with the proposed
cLEP Auction process. Because the MPC Price of certain complex
orders and eQuotes may change as a result of the cLEP Reevaluation
process, the proposal deletes Interpretation and Policy .05(f)(4),
which states that the MPC Price of a complex order or eQuote will
not change during the life of the complex order or eQuote. The
proposal renumbers the remaining subparagraphs in paragraph (f) to
reflect the elimination of subparagraph (4). The proposal also
revises Interpretation and Policy .05(f)(6)(A) to provide that any
unexecuted portion of a market order or a complex order or eQuote
priced more aggressively than its MPC Price will be subject to the
cLEP Auction process, rather than cancelled if it would otherwise be
displayed or executed at a price outside its MPC Price. See Notice,
83 FR at 59437-8.
\27\ See id. MIAX notes that a Member who believes that an
execution has occurred at an erroneous price may avail itself of the
protections provided in MIAX Rule 521, ``Nullification and
Adjustment of Options Transactions Including Obvious Errors.'' See
id. at n. 29.
---------------------------------------------------------------------------
MIAX notes that the proposed cLEP Auction process provides an
additional price discovery opportunity for orders and eQuotes that
would trade through their MPC Price.\28\ MIAX believes that it is in
the best interest of a Member to seek liquidity for the unexecuted
portion of an order that exceeds its MPC Price rather than cancelling
any unexecuted portion of the order back to the Member.\29\
---------------------------------------------------------------------------
\28\ See id. at 59438.
\29\ See id.
---------------------------------------------------------------------------
Complex Auction
Currently, MIAX provides a single-sided Complex Auction
functionality, as described in MIAX Rule 518, and a cPRIME Auction for
paired complex orders, as described in MIAX Rule 515A, Interpretation
and Policy .12.\30\ The proposal makes related changes to the Defined
Time Period and the Response Time Interval of the Complex Auction. MIAX
Rule 518(d)(2) states that the System will not commence a Complex
Auction within a defined time period prior to the end of the trading
session (the ``Defined Time Period'') established by the Exchange.\31\
MIAX Rule 518(d)(3) defines the Response Time Interval as the period of
time during which Complex Auction responses (i.e., responses to the
Request for Responses message) may be entered.\32\ The proposal removes
references to the Defined Time Period from MIAX Rules 518(b)(2)(i) and
(d)(2).\33\ The proposal amends MIAX Rule 518(d)(3) to state that the
end of the trading session will also serve as the end of the Response
Time Interval for a Complex Auction still in progress. The proposal
makes no changes to the cPRIME Auction, and the cPRIME Timer will
remain at 100 milliseconds.\34\
---------------------------------------------------------------------------
\30\ See id. at 59436 and Amendment No. 1.
\31\ MIAX notes that the Defined Time Period currently is 2,000
milliseconds, while the duration of a Complex Auction is 200
milliseconds. See Notice, 83 FR at 59436.
\32\ MIAX notes that the Response Time Interval currently is set
to 200 milliseconds. See id. at n. 10. See also MIAX Regulatory
Circular 2016-46.
\33\ MIAX Rule 518(b)(2)(i) states, in part, that a Complex
Auction-on-Arrival (``cAOA'') Order received during the Defined Time
Period will not initiate a new Complex Auction.
\34\ See Amendment No. 1.
---------------------------------------------------------------------------
MIAX notes that under its current rules there is no opportunity for
price improvement via a Complex Auction when there is less than two
seconds left in the trading session.\35\ MIAX believes that removing
the Defined Time Period and allowing the end of the trading session to
serve as the end of the Response Time Interval when a Complex Auction
is initiated with less than 200 milliseconds left in the trading
session will allow for more opportunities for price improvement via the
auction process.\36\ In this regard, MIAX notes that Members responding
to Complex Auctions are able to do so in less than 10 milliseconds.\37\
In addition, MIAX states that if a Member initiates a Complex Auction
and no Members respond, the initiating Member is no worse off under the
proposed rule than the Member would have been under MIAX's current
rule, which prevents the Member from even attempting to initiate a
Complex Auction with less than two seconds left in the trading
session.\38\ MIAX notes that a Member who initiates a Complex Auction
will not forego the opportunity to trade with unrelated interest
received during the Complex Auction because unrelated interest is
included in the Complex Auction.\39\
---------------------------------------------------------------------------
\35\ See Notice, 83 FR at 59436.
\36\ See id.
\37\ See Amendment No. 1.
\38\ See Notice, 83 FR at 59438, and Amendment No. 1.
\39\ See Amendment No. 1 and MIAX Rule 518(d)(8).
---------------------------------------------------------------------------
MIAX represents that is has the System capacity and capability to
conduct auctions and execute transactions in a timely fashion at any
time during the trading session, including the last two seconds of the
trading session.\40\ MIAX further represents that it has surveillances
in place to surveil for conduct that violates the Exchange's rules,
specifically as they pertain to Complex Auctions as described in the
proposal.\41\
---------------------------------------------------------------------------
\40\ See id.
\41\ See id. MIAX notes that MIAX Rule 518, Interpretation and
Policy .04, ``Dissemination of Information,'' remains in effect for
any Complex Auction-eligible order submitted to MIAX at any time.
See Amendment No. 1. MIAX Rule 518, Interpretation and Policy .04
provides that dissemination of information related to Complex
Auction-eligible orders by the submitting Member to third parties
will be deemed conduct inconsistent with just and equitable
principles of trade as described in Rule 301.
---------------------------------------------------------------------------
CSV Price Protection
The proposal amends MIAX Rule 518, Interpretation and Policy .05(b)
to indicate that the CSV Price Protection applies only to strategies in
American-style option classes.\42\ MIAX notes that the CSV establishes
a minimum trading price limit for Calendar Spreads of zero minus the
preset value of $.10, thereby ensuring that a Calendar Spread does not
trade more than $.10 away from its intrinsic value.\43\ MIAX states
that an American-style option must be worth at least as much as its
intrinsic value because the holder of the option can realize the
intrinsic value by immediately exercising the option.\44\ In a Calendar
Spread strategy comprised of American-style options, other things being
equal, the far month should be worth more than the near month due to
its having a longer time to expiration and therefore a greater time
value.\45\ MIAX states that because European-style options may be
exercised only on their expiration date, the relationship between the
stock price, option price, and option strike price that exists for
American-style options does not exist for European-style options.\46\
Accordingly, MIAX states that the CSV Price Protection would be
ineffective for strategies comprised of European-style options.\47\
---------------------------------------------------------------------------
\42\ See proposed MIAX Rule 518, Interpretation and Policy
.05(b)(3).
\43\ See Notice, 83 FR at 59438.
\44\ See id.
\45\ See Amendment No. 1.
\46\ See Notice, 83 FR at 59438.
\47\ See id.
---------------------------------------------------------------------------
SMAT Event
As described more fully in the Notice, MIAX Rule 518(a)(16)
currently defines a SMAT Event as any one of the following: A MIAX
Price Improvement Mechanism (``PRIME'') Auction (pursuant to Exchange
Rule 515A), a Route Timer (pursuant to Exchange Rule 529), or a
liquidity refresh pause (pursuant to Exchange Rule 515(c)(2).\48\ If a
SMAT Event exists during free trading for an option component of a
complex strategy, trading in the complex strategy will be
suspended.\49\ MIAX notes that the temporary suspension of trading in
complex orders during a SMAT Event is intended to enhance continuity,
trade-through protection, and orderliness in the simple market and to
protect complex order components from being executed at prices that
could improve following a SMAT Event.\50\ The proposal amends MIAX Rule
518(a)(16) to add the Liquidity Exposure Process, as described in MIAX
Rule 515(c)(2), as a
[[Page 5742]]
SMAT Event.\51\ The Liquidity Exposure Process will apply to an order
in a Proprietary Product that would be posted, managed, or would trade
at a price more aggressive than the order's protected price.\52\
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\48\ See id.
\49\ See MIAX Rule 518, Interpretations and Policies
.05(e)(2)(i) and Notice, 83 FR at 59436.
\50\ See id.
\51\ See id. at 59435-6. In addition to adding the Liquidity
Exposure Process to MIAX Rule 518(a)(16), MIAX proposes to correct
an internal cross reference in MIAX Rule 518(a)(16)(iii) to reflect
changes included in the LEP Filing. See Notice, 83 FR at 59436.
\52\ The term ``Proprietary Product'' means a class of options
that is listed exclusively on the Exchange. See Notice, 83 FR at
59436. See also LEP Filing, supra note 8.
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III. Discussion and Commission 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
and, in particular, with Section 6(b) of the Act.\53\ In particular,
the Commission finds that the proposed rule change is consistent with
Section 6(b)(5) of the Act,\54\ which requires, among other things,
that the rules of a national securities exchange be 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 regulating, clearing, settling, processing
information with respect to, and 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.
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\53\ 15 U.S.C. 78f(b). 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).
\54\ 15 U.S.C. 78f(b)(5).
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The Commission believes that the cLEP Auction is designed to
potentially benefit market participants by providing price improvement
opportunities for complex orders and eQuotes that are priced more
aggressively than their MPC Price. In addition, the Commission believes
that Members' ability to submit cLEP Auction responses on either side
of the market potentially could enhance liquidity in the cLEP Auction
and provide execution opportunities for trading interest on both sides
of the market.
The Commission believes that eliminating the Defined Time Period
and allowing Members to initiate a single-sided Complex Auction at any
time prior to the close could potentially provide price improvement
opportunities for complex orders submitted within two seconds of the
close. As noted above, MIAX represents that it has the system capacity
and capability to conduct Complex Auctions and execute transactions
that occur within two seconds of the close, and that it has
surveillance in place to monitor conduct that violates MIAX's rules,
including MIAX Rule 518, Interpretation and Policy .04, which prohibits
a submitting Member from disseminating information with respect to
Complex Auction-eligible orders to third parties.\55\ MIAX states that
a Member who initiates a Complex Auction will not forego the
opportunity to trade with unrelated interest received during the
Complex Auction because this interest is included in the Complex
Auction.\56\ The Commission notes that proposal does not modify the
Auction Timer for MIAX's paired order cPRIME Auction, which will remain
at 100 milliseconds.\57\
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\55\ See notes 39-40, supra, and accompanying text.
\56\ See note 38, supra, and accompanying text.
\57\ See note 33, supra, and accompanying text.
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As noted above, MIAX states that the CSV Price Protection would be
ineffective for Calendar Spreads comprised of European-style options
because the relationship between the stock price, the option price, and
the option strike price that exists for American-style options does not
exist for European-style options.\58\ Accordingly, the proposal limits
the CSV Price Protection to strategies in American-style option
classes. The Commission believes that applying the CSV Price Protection
solely to Calendar Spreads comprised of American-style options is
reasonable in that this price protection will be applied to orders for
which it is meaningful to do so.
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\58\ See notes 45-46, supra, and accompanying text.
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IV. Solicitation of Comments on Amendment No. 1 to the Proposed Rule
Change
Interested persons are invited to submit written data, views, and
arguments concerning whether Amendment No. 1 is consistent with the
Act. Comments may be submitted by any of the following methods:
Electronic Comments
Use the Commission's internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-MIAX-2018-36 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-MIAX-2018-36. 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 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-MIAX-2018-36, and should be submitted on
or before March 15, 2019.
V. Accelerated Approval of Proposed Rule Change, as Modified by
Amendment No. 1
The Commission finds good cause to approve the proposed rule
change, as modified by Amendment No. 1, prior to the thirtieth day
after the date of publication of notice of the filing of Amendment No.
1 in the Federal Register. As noted above, Amendment No. 1 revises the
proposal to (1) clarify the rule describing the operation of the
proposed cLEP Auction and provide an additional example demonstrating
the operation of the proposed cLEP Auction; (2) provide additional
rationale for eliminating the Defined Time Period for the Complex
Auction and make representations regarding system capability and
surveillance with respect to the Complex Auction, as modified by
[[Page 5743]]
the proposal; (3) indicate that the Auction Timer for MIAX's cPRIME
Auction will remain at 100 milliseconds; and (4) clarify the discussion
of the proposed change to the Calendar Spread Variance Price
Protection. The Commission believes that Amendment No. 1 does not raise
any novel regulatory issues. The Commission also believes that
Amendment No. 1 provides additional clarity to the rule text and
additional analysis and representations concerning several aspects of
the proposal, thereby facilitating the Commission's ability to make the
findings set forth above to approve the proposal. Accordingly, the
Commission finds good cause, pursuant to Section 19(b)(2) of the
Act,\59\ to approve the proposed rule change, as modified by Amendment
No. 1, on an accelerated basis.
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\59\ 15 U.S.C. 78s(b)(2).
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VI. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\60\ that the proposed rule change (SR-MIAX-2018-36), as modified
by Amendment No. 1, is approved on an accelerated basis.
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\60\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\61\
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\61\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019-03039 Filed 2-21-19; 8:45 am]
BILLING CODE 8011-01-P