Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending its Schedule of Fees and Charges for Exchange Services, 36943-36945 [E8-14766]
Download as PDF
Federal Register / Vol. 73, No. 126 / Monday, June 30, 2008 / Notices
36943
contingent trade definition.18
Accordingly, the Commission
designates the proposed rule change
operative upon filing with the
Commission.19
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
the rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the ISE. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–ISE–2008–45 and should be
submitted on or before July 21, 2008.
Inc. (‘‘NYSE Arca Equities’’), proposes
to amend the section of its Schedule of
Fees and Charges for Exchange Services
(the ‘‘Schedule’’) that applies to orders
submitted by ETP Holders and Market
Makers.5 The changes to the Schedule
pursuant to this proposal are effective
upon filing; however the changes will
become operative on July 1, 2008. The
text of the proposed rule change is
available on the Exchange’s Web site at
https://www.nyse.com, at the Exchange’s
Office of the Secretary and at the
Commission’s Public Reference Room.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–14765 Filed 6–27–08; 8:45 am]
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–ISE–2008–45 on the subject
line.
SECURITIES AND EXCHANGE
COMMISSION
jlentini on PROD1PC65 with NOTICES
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street, NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–ISE–2008–45. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
18 See Securities Exchange Act Release No. 57767
(May 2, 2008), 73 FR 26174 (May 8, 2008) (SR–
CHX–2008–06).
19 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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BILLING CODE 8010–01–P
[Release No. 34–58006; File No. SR–
NYSEArca–2008–64]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending its Schedule of
Fees and Charges for Exchange
Services
Pursuant to section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 19,
2008, NYSE Arca, Inc. (‘‘NYSE Arca’’ or
the ‘‘Exchange’’), through its wholly
owned subsidiary NYSE Arca Equities,
Inc. (‘‘NYSE Arca Equities’’), filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been substantially prepared by the
Exchange. The Exchange filed the
proposed rule change pursuant to
section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(2) thereunder,4 which renders
it effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange, through its whollyowned subsidiary NYSE Arca Equities,
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(2).
1 15
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Frm 00107
Fmt 4703
Sfmt 4703
In its filing with the Commission,
NYSE Arca included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The Exchange
has prepared summaries set forth in
sections A, B, and C below of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
Schedule and introduce unified volume
tiers for NYSE Arca equities pricing in
Tape A, B, and C securities. Currently,
ETP Holders and Market Makers must
meet volume tiers independently in
each Tape to qualify for a volume
discount. Pursuant to this proposal, an
ETP Holder’s and Market Maker’s
volume in each Tape will be aggregated
for purposes of attaining the applicable
fee or credit associated with the tier
attained. The Exchange believes these
integrated volume tiers offer highly
attractive volume-based incentives with
the best rate combinations in NYSElisted and Nasdaq-listed securities
among major liquidity venues.
The Exchange proposes to amend the
Schedule as it applies to ETP Holders
and Market Makers as follows:
Tier 1:
For customers who transact average
daily share volume per month greater
than 90 million shares in total Tape A,
B, and C volume, including adding
liquidity of more than 45 million shares,
the rates are as follows:
• For Tape A and C securities, a
$0.0028 per share credit for orders that
add liquidity and a fee of $0.0027 per
share for orders that remove liquidity.
5 See
E:\FR\FM\30JNN1.SGM
NYSE Arca Equities Rule 1.1(n) and (u).
30JNN1
jlentini on PROD1PC65 with NOTICES
36944
Federal Register / Vol. 73, No. 126 / Monday, June 30, 2008 / Notices
• For Tape B securities, a $0.0023 per
share credit for orders that add liquidity
and a fee of $0.0028 for orders that
remove liquidity.
• For Tape A, B, or C securities, a
routing fee of $0.0029 per share for
orders routed to and executed by
another market center or participant,
except on the NYSE, where the routing
fee is $0.0008 or $0.0006 for customers
using the Primary Sweep Order.
Tier 2:
For customers who transact average
daily share volume per month greater
than 60 million shares in total Tape A,
B, and C volume, including adding
liquidity of more than 30 million shares,
the rates are as follows:
• For Tape A and C securities, a
$0.0027 per share credit for orders that
add liquidity and a fee of $0.0029 per
share for orders that remove liquidity.
• For Tape B securities, a $0.0022 per
share credit for orders that add liquidity
and a fee of $0.0028 per share for orders
that remove liquidity.
• For Tape A, B, and C securities, a
routing fee of $0.0029 per share for
orders routed to and executed by
another market center or participant,
except on the NYSE, where the routing
fee is $0.0008 or $0.0006 for customers
using the Primary Sweep Order.
As described above, these two tiers
replace the previously applicable, but
non-unified tiers for Tape A and C
securities as well as the only available
tier for Tape B securities. In addition,
these changes will further the
Exchange’s objective to narrow the
margins between fees received and
credits paid. In comparison to the
present model, for example, the pricing
for the new top tier offers ETP Holders
and Market Makers (i) reduced take and
routing fees for Tape A securities, (ii) an
increased rebate for Tape B and C
securities, and (iii) an increased take fee
for Tape C securities. Also, in
comparison to the present model, the
pricing for the new lowest tier offers
ETP Holders and Market Makers (i)
reduced take and routing fees for Tape
A securities, (ii) an increased rebate for
Tape C securities, and (iii) an increased
take fee for Tape C securities.
Take Tier:
For customers who transact average
daily share volume per month greater
than 85 million shares in removed and
routed Tape A, B, and C volume,
including routed volume of more than 2
million shares, the rates are as follows:
• For Tape A and C securities, a
$0.0023 per share credit for orders that
add liquidity and a fee of $0.0029 per
share for orders that remove liquidity.
• For Tape B securities, a $0.0022 per
share credit for orders that add liquidity
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16:15 Jun 27, 2008
Jkt 214001
and a fee of $0.0029 per share for orders
that remove liquidity.
• For Tape A, B, and C securities, a
routing fee of $0.00285 per share for
orders routed to and executed by any
away market center or participant,
except on the NYSE, where the routing
fee is $0.0008 or $0.0006 for customers
using the Primary Sweep Order.
The Exchange introduces this Take
Tier as a means of offering an attractive
volume-based incentive to ETP Holders
and Market Makers who participate on
our market primarily as liquidity takers.
Currently, the Exchange does not offer
a Take Tier and believes that by doing
so, ETP Holders and Market Makers will
be motivated to participate on our
market for purposes of accessing our
liquidity.
Basic Rates:
For ETP Holders or Market Makers
who do not attain any of the available
tiers, the rates are as follows:
• For Tape A and C securities, a
$0.0023 per share credit for orders that
add liquidity and a fee of $0.0029 per
share for orders that remove liquidity.
• For Tape B securities, a $0.0022 per
share credit for orders that add liquidity
and a fee of $0.0030 per share for orders
that remove liquidity.
• For Tape A securities, a routing fee
of $0.0030 per share for orders routed to
and executed by any away market center
or participant, except on the NYSE
where the routing fee is $0.0010 or
$0.0006 for customers using the Primary
Sweep Order.
• For Tape B and C securities, a
routing fee of $0.0035 per share for
orders routed to and executed by any
away market center or participant.
These basic rates shall replace the
previously applicable basic rates for
Tape A, B, and C securities. In
comparison to the present model, the
amended basic rates offer ETP Holders
and Market Makers (i) a reduced rebate
and take fee for Tape A securities, (ii)
an increased rebate for Tape B
securities, and (iii) an increased rebate
and take fee for Tape C securities.
Market Data Revenue Sharing:
Presently, the Exchange offers its ETP
Holders various market data revenue
sharing credits in Tape A, B, and C
securities. According to this proposal,
the Exchange is eliminating the
Liquidity Provider Credit and Directed
Order credit offered to ETP Holders for
purposes of market data revenue sharing
in Tape B securities.6 Instead, as
described above, the Exchange is now
offering ETP Holders increased rebates
for transactions in Tape B securities,
6 The Exchange will continue to offer the Cross
Order credit in Tapes A, B, and C securities.
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Frm 00108
Fmt 4703
Sfmt 4703
from the basic rate of $0.0020 to $0.0022
and the volume-based tier rate of
$0.0020 to $0.0023.
Format Changes and Clarifying Text:
In conjunction with this proposed rate
change, the Exchange is also
reformatting the schedule to make it
clearer and more user-friendly. The
newly integrated tiers represent a
significant change in how the Exchange
applies its fees and credits compared to
the Tape specific thresholds presently
in place. By reformatting the Schedule,
the Exchange will be able to clearly
present the new, unified volume tiers
and the applicable ‘‘add/remove’’ rate
combinations. The proposed
reformatting also allows the Exchange to
remove previously redundant entries
that in the past only confused customers
and required multiple changes to the
Schedule per each amendment.
For example, the Exchange proposes
to eliminate a significant portion of the
Schedule identifying fees and credits
applicable to Market Makers. Under
both the current Schedule and the
amended Schedule, the fees and credits
applicable to Market Makers conducting
round lot transactions are the same as
those that apply to ETP Holders
generally. As such, there is no need to
include a separate section detailing
Market Maker round lot transactions.
Accordingly, the section titled ‘‘Round
Lots’’ under the heading ‘‘Market Maker
Transactions Fees and Credits’’ is
hereby deleted. Eliminating this
duplicative section will eliminate any
confusion as well as the need for
multiple changes per amendment to the
Schedule. To further clarify this point,
the Exchange is adding the term Market
Maker to the revised ETP Holder section
of the Schedule. The new section will
be titled: ‘‘Exchange Transactions, ETP
Holders and Market Makers.’’
The Exchange is also eliminating the
section titled ‘‘ETP Holder Transaction
Credit’’ under the heading ‘‘Other Fees
and Charges.’’ This section is generally
duplicative and unnecessary in that all
ETP transaction credits are now
described in the ‘‘Trade Related
Charges’’ section of the revised
Schedule under the revised heading
‘‘Exchange Transactions, ETP Holders
and Market Makers.’’ Deleting this
wholly duplicative section will
eliminate any confusion as well as the
need for repetitive changes for every
single amendment to the Schedule.
In addition, for purposes of odd lot
fees and credits, the Exchange proposes
to add clarifying language where
necessary to make it clear that the
designated odd lot fees and credits are
applicable to transactions in shares
priced above $1.00 as opposed to fees
E:\FR\FM\30JNN1.SGM
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Federal Register / Vol. 73, No. 126 / Monday, June 30, 2008 / Notices
and credits currently identified as
applicable to transactions in shares
priced below $1.00.
Further, the Exchange will amend
footnote 1 within the Schedule to
explain that trade activity that occurs on
days when the market closes early will
not count towards volume tiers. In this
manner, the Exchange will not
unintentionally penalize an ETP Holder
when it calculates its average daily
volume by including a singularly low
total stemming from a short trading day.
The Exchange will also renumber the
footnotes within the Schedule where
necessary.7
While changes to the Schedule
pursuant to this proposal will be
effective upon filing, the changes will
become operative on July 1, 2008.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with section
6(b) of the Act,8 in general, and furthers
the objectives of section 6(b)(4),9 in
particular, in that it is intended to
provide for the equitable allocation of
reasonable dues, fees, and other charges
among its members and other persons
using its facilities. The Exchange
believes that the proposed fees and
credits are reasonable. The proposed
rates are part of the Exchange’s effort to
attract and enhance participation on the
Exchange, by offering volume-based
incentives. The Exchange also believes
that the proposed changes to the
Schedule are equitable in that they
apply uniformly to their customers.
B. Self Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments on the proposed
rule change were neither solicited nor
received.
jlentini on PROD1PC65 with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change is
subject to section 19(b)(3)(A)(ii) of the
Act 10 and subparagraph (f)(2) of Rule
7 As part of the reformatting, the Exchange is also
proposing to add grid lines to the Schedule for ease
of review.
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(4).
10 15 U.S.C. 78s(b)(3)(A)(ii).
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16:15 Jun 27, 2008
Jkt 214001
19b–4 thereunder because it establishes
or changes a due, fee, or other charge
applicable only to a member imposed by
a self-regulatory organization.
Accordingly, the proposal is effective
upon Commission receipt of the filing.
At any time within 60 days of the filing
of the proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.11
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2008–64 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–NYSEArca–2008–64. This
file number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of NYSE Arca. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2008–64 and
should be submitted on or before July
21, 2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–14766 Filed 6–27–08; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58008; File No. SR–
NYSEArca–2008–61]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and Order
Granting Accelerated Approval of
Proposed Rule Change To List and
Trade Options on Reduced Values of
the FTSE 100 Index and the FTSE 250
Index
June 24, 2008.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that, on June 19,
2008, NYSE Arca, Inc. (‘‘NYSE Arca’’ or
the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been
substantially prepared by the Exchange.
This order provides notice of the
proposed rule change and approves it
on an accelerated basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
certain Exchange rules to trade options
on reduced values of the FTSE 100
Index and the FTSE 250 Index. The
Exchange also proposes to list and trade
long-term options on reduced values of
the FTSE 100 Index and the FTSE 250
Index. Options on these indexes will be
a.m. cash-settled and will have
European-style exercise provisions.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nyse.com, at the
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
11 15
PO 00000
U.S.C. 78s(b)(3)(C).
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36945
E:\FR\FM\30JNN1.SGM
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Agencies
[Federal Register Volume 73, Number 126 (Monday, June 30, 2008)]
[Notices]
[Pages 36943-36945]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-14766]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-58006; File No. SR-NYSEArca-2008-64]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending its
Schedule of Fees and Charges for Exchange Services
Pursuant to section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on June 19, 2008, NYSE Arca, Inc. (``NYSE Arca'' or the ``Exchange''),
through its wholly owned subsidiary NYSE Arca Equities, Inc. (``NYSE
Arca Equities''), filed with the Securities and Exchange Commission
(the ``Commission'') the proposed rule change as described in Items I,
II, and III below, which Items have been substantially prepared by the
Exchange. The Exchange filed the proposed rule change pursuant to
section 19(b)(3)(A) of the Act \3\ and Rule 19b-4(f)(2) thereunder,\4\
which renders it effective upon filing with the Commission. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange, through its wholly-owned subsidiary NYSE Arca
Equities, Inc. (``NYSE Arca Equities''), proposes to amend the section
of its Schedule of Fees and Charges for Exchange Services (the
``Schedule'') that applies to orders submitted by ETP Holders and
Market Makers.\5\ The changes to the Schedule pursuant to this proposal
are effective upon filing; however the changes will become operative on
July 1, 2008. The text of the proposed rule change is available on the
Exchange's Web site at https://www.nyse.com, at the Exchange's Office of
the Secretary and at the Commission's Public Reference Room.
---------------------------------------------------------------------------
\5\ See NYSE Arca Equities Rule 1.1(n) and (u).
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, NYSE Arca included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
Exchange has prepared summaries set forth in sections A, B, and C below
of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Schedule and introduce unified
volume tiers for NYSE Arca equities pricing in Tape A, B, and C
securities. Currently, ETP Holders and Market Makers must meet volume
tiers independently in each Tape to qualify for a volume discount.
Pursuant to this proposal, an ETP Holder's and Market Maker's volume in
each Tape will be aggregated for purposes of attaining the applicable
fee or credit associated with the tier attained. The Exchange believes
these integrated volume tiers offer highly attractive volume-based
incentives with the best rate combinations in NYSE-listed and Nasdaq-
listed securities among major liquidity venues.
The Exchange proposes to amend the Schedule as it applies to ETP
Holders and Market Makers as follows:
Tier 1:
For customers who transact average daily share volume per month
greater than 90 million shares in total Tape A, B, and C volume,
including adding liquidity of more than 45 million shares, the rates
are as follows:
For Tape A and C securities, a $0.0028 per share credit
for orders that add liquidity and a fee of $0.0027 per share for orders
that remove liquidity.
[[Page 36944]]
For Tape B securities, a $0.0023 per share credit for
orders that add liquidity and a fee of $0.0028 for orders that remove
liquidity.
For Tape A, B, or C securities, a routing fee of $0.0029
per share for orders routed to and executed by another market center or
participant, except on the NYSE, where the routing fee is $0.0008 or
$0.0006 for customers using the Primary Sweep Order.
Tier 2:
For customers who transact average daily share volume per month
greater than 60 million shares in total Tape A, B, and C volume,
including adding liquidity of more than 30 million shares, the rates
are as follows:
For Tape A and C securities, a $0.0027 per share credit
for orders that add liquidity and a fee of $0.0029 per share for orders
that remove liquidity.
For Tape B securities, a $0.0022 per share credit for
orders that add liquidity and a fee of $0.0028 per share for orders
that remove liquidity.
For Tape A, B, and C securities, a routing fee of $0.0029
per share for orders routed to and executed by another market center or
participant, except on the NYSE, where the routing fee is $0.0008 or
$0.0006 for customers using the Primary Sweep Order.
As described above, these two tiers replace the previously
applicable, but non-unified tiers for Tape A and C securities as well
as the only available tier for Tape B securities. In addition, these
changes will further the Exchange's objective to narrow the margins
between fees received and credits paid. In comparison to the present
model, for example, the pricing for the new top tier offers ETP Holders
and Market Makers (i) reduced take and routing fees for Tape A
securities, (ii) an increased rebate for Tape B and C securities, and
(iii) an increased take fee for Tape C securities. Also, in comparison
to the present model, the pricing for the new lowest tier offers ETP
Holders and Market Makers (i) reduced take and routing fees for Tape A
securities, (ii) an increased rebate for Tape C securities, and (iii)
an increased take fee for Tape C securities.
Take Tier:
For customers who transact average daily share volume per month
greater than 85 million shares in removed and routed Tape A, B, and C
volume, including routed volume of more than 2 million shares, the
rates are as follows:
For Tape A and C securities, a $0.0023 per share credit
for orders that add liquidity and a fee of $0.0029 per share for orders
that remove liquidity.
For Tape B securities, a $0.0022 per share credit for
orders that add liquidity and a fee of $0.0029 per share for orders
that remove liquidity.
For Tape A, B, and C securities, a routing fee of $0.00285
per share for orders routed to and executed by any away market center
or participant, except on the NYSE, where the routing fee is $0.0008 or
$0.0006 for customers using the Primary Sweep Order.
The Exchange introduces this Take Tier as a means of offering an
attractive volume-based incentive to ETP Holders and Market Makers who
participate on our market primarily as liquidity takers. Currently, the
Exchange does not offer a Take Tier and believes that by doing so, ETP
Holders and Market Makers will be motivated to participate on our
market for purposes of accessing our liquidity.
Basic Rates:
For ETP Holders or Market Makers who do not attain any of the
available tiers, the rates are as follows:
For Tape A and C securities, a $0.0023 per share credit
for orders that add liquidity and a fee of $0.0029 per share for orders
that remove liquidity.
For Tape B securities, a $0.0022 per share credit for
orders that add liquidity and a fee of $0.0030 per share for orders
that remove liquidity.
For Tape A securities, a routing fee of $0.0030 per share
for orders routed to and executed by any away market center or
participant, except on the NYSE where the routing fee is $0.0010 or
$0.0006 for customers using the Primary Sweep Order.
For Tape B and C securities, a routing fee of $0.0035 per
share for orders routed to and executed by any away market center or
participant.
These basic rates shall replace the previously applicable basic
rates for Tape A, B, and C securities. In comparison to the present
model, the amended basic rates offer ETP Holders and Market Makers (i)
a reduced rebate and take fee for Tape A securities, (ii) an increased
rebate for Tape B securities, and (iii) an increased rebate and take
fee for Tape C securities.
Market Data Revenue Sharing:
Presently, the Exchange offers its ETP Holders various market data
revenue sharing credits in Tape A, B, and C securities. According to
this proposal, the Exchange is eliminating the Liquidity Provider
Credit and Directed Order credit offered to ETP Holders for purposes of
market data revenue sharing in Tape B securities.\6\ Instead, as
described above, the Exchange is now offering ETP Holders increased
rebates for transactions in Tape B securities, from the basic rate of
$0.0020 to $0.0022 and the volume-based tier rate of $0.0020 to
$0.0023.
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\6\ The Exchange will continue to offer the Cross Order credit
in Tapes A, B, and C securities.
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Format Changes and Clarifying Text:
In conjunction with this proposed rate change, the Exchange is also
reformatting the schedule to make it clearer and more user-friendly.
The newly integrated tiers represent a significant change in how the
Exchange applies its fees and credits compared to the Tape specific
thresholds presently in place. By reformatting the Schedule, the
Exchange will be able to clearly present the new, unified volume tiers
and the applicable ``add/remove'' rate combinations. The proposed
reformatting also allows the Exchange to remove previously redundant
entries that in the past only confused customers and required multiple
changes to the Schedule per each amendment.
For example, the Exchange proposes to eliminate a significant
portion of the Schedule identifying fees and credits applicable to
Market Makers. Under both the current Schedule and the amended
Schedule, the fees and credits applicable to Market Makers conducting
round lot transactions are the same as those that apply to ETP Holders
generally. As such, there is no need to include a separate section
detailing Market Maker round lot transactions. Accordingly, the section
titled ``Round Lots'' under the heading ``Market Maker Transactions
Fees and Credits'' is hereby deleted. Eliminating this duplicative
section will eliminate any confusion as well as the need for multiple
changes per amendment to the Schedule. To further clarify this point,
the Exchange is adding the term Market Maker to the revised ETP Holder
section of the Schedule. The new section will be titled: ``Exchange
Transactions, ETP Holders and Market Makers.''
The Exchange is also eliminating the section titled ``ETP Holder
Transaction Credit'' under the heading ``Other Fees and Charges.'' This
section is generally duplicative and unnecessary in that all ETP
transaction credits are now described in the ``Trade Related Charges''
section of the revised Schedule under the revised heading ``Exchange
Transactions, ETP Holders and Market Makers.'' Deleting this wholly
duplicative section will eliminate any confusion as well as the need
for repetitive changes for every single amendment to the Schedule.
In addition, for purposes of odd lot fees and credits, the Exchange
proposes to add clarifying language where necessary to make it clear
that the designated odd lot fees and credits are applicable to
transactions in shares priced above $1.00 as opposed to fees
[[Page 36945]]
and credits currently identified as applicable to transactions in
shares priced below $1.00.
Further, the Exchange will amend footnote 1 within the Schedule to
explain that trade activity that occurs on days when the market closes
early will not count towards volume tiers. In this manner, the Exchange
will not unintentionally penalize an ETP Holder when it calculates its
average daily volume by including a singularly low total stemming from
a short trading day.
The Exchange will also renumber the footnotes within the Schedule
where necessary.\7\
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\7\ As part of the reformatting, the Exchange is also proposing
to add grid lines to the Schedule for ease of review.
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While changes to the Schedule pursuant to this proposal will be
effective upon filing, the changes will become operative on July 1,
2008.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
section 6(b) of the Act,\8\ in general, and furthers the objectives of
section 6(b)(4),\9\ in particular, in that it is intended to provide
for the equitable allocation of reasonable dues, fees, and other
charges among its members and other persons using its facilities. The
Exchange believes that the proposed fees and credits are reasonable.
The proposed rates are part of the Exchange's effort to attract and
enhance participation on the Exchange, by offering volume-based
incentives. The Exchange also believes that the proposed changes to the
Schedule are equitable in that they apply uniformly to their customers.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(4).
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B. Self Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments on the proposed rule change were neither solicited
nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change is subject to section
19(b)(3)(A)(ii) of the Act \10\ and subparagraph (f)(2) of Rule 19b-4
thereunder because it establishes or changes a due, fee, or other
charge applicable only to a member imposed by a self-regulatory
organization. Accordingly, the proposal is effective upon Commission
receipt of the filing. At any time within 60 days of the filing of the
proposed rule change, the Commission may summarily abrogate such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.\11\
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\10\ 15 U.S.C. 78s(b)(3)(A)(ii).
\11\ 15 U.S.C. 78s(b)(3)(C).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2008-64 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-NYSEArca-2008-64. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room, 100 F Street,
NE., Washington, DC 20549, on official business days between the hours
of 10 a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of NYSE Arca. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEArca-2008-64 and should
be submitted on or before July 21, 2008.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Acting Secretary.
[FR Doc. E8-14766 Filed 6-27-08; 8:45 am]
BILLING CODE 8010-01-P