Self-Regulatory Organizations; BATS Y-Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Related to Fees for Use of BATS Y-Exchange, Inc., 66180-66183 [2010-27144]
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66180
Federal Register / Vol. 75, No. 207 / Wednesday, October 27, 2010 / Notices
and issuers and other persons using any
facility or system which The Exchange
operates or controls. In particular, the
Exchange notes that the use of colocation services is entirely voluntary
and made available on a nondiscriminatory basis.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.8 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
Electronic Comments
srobinson on DSKHWCL6B1PROD with NOTICES
• 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–NASDAQ–2010–133 on the
subject line.
All submissions should refer to File
Number SR–NASDAQ–2010–133. 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 Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of
10 a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NASDAQ–2010–133, and should be
submitted on or before November 17,
2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–27194 Filed 10–26–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63149; File No. SR–BYX–
2010–004]
Self-Regulatory Organizations; BATS
Y-Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Related to Fees for Use
of BATS Y-Exchange, Inc.
October 21, 2010.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
U.S.C. 78s(b)(3)(a)(ii).
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to modify its
fee schedule applicable to Members 3 of
the Exchange pursuant to BYX Rules
15.1(a) and (c). While changes to the fee
schedule pursuant to this proposal will
be effective upon filing, the changes will
become operative on October 15, 2010.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to implement
a fee schedule applicable to use of the
Exchange commencing on the date it
begins operating as a national securities
exchange. The Exchange currently
intends to commence operations on
October 15, 2010. Please find below a
description of the fees and rebates that
the Exchange intends to impose under
the initial, proposed fee schedule.
The Exchange does not propose to
charge different fees or grant different
rebates depending on the amount of
orders submitted to, and/or trades
executed on or through, the Exchange.
Accordingly, all fees and rebates
9 17
1 15
8 15
14, 2010, BATS Y-Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BYX’’) 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
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
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3 A Member is any registered broker or dealer that
has been admitted to membership in the Exchange.
Sfmt 4703
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Federal Register / Vol. 75, No. 207 / Wednesday, October 27, 2010 / Notices
described below are applicable to all
Members, regardless of the overall
volume of their trading activities on the
Exchange. Furthermore, the proposed
fees are different but structurally similar
to those of the Exchange’s affiliated
exchange, BATS Exchange, Inc. (‘‘BATS
Exchange’’ or ‘‘BATS’’), though the
Exchange has omitted fees that are not
currently proposed to be charged by the
Exchange or that are not pertinent to the
Exchange’s planned business.
(i) Standard Order Execution Fees—
Removing Liquidity
The Exchange is proposing to rebate
$0.0003 per share for executions that
remove liquidity from the Exchange,
with the exception of executions
involving securities priced under $1.00
per share. With respect to securities
priced under $1.00 per share that
remove liquidity from the Exchange’s
book, the Exchange proposes to charge
a fee of 0.10% of the total dollar value
of the execution.
(ii) Standard Order Execution Fees—
Adding Liquidity
The Exchange proposes to establish a
no charge and no rebate structure for
adding displayed liquidity to the BYX
order book in securities priced $1.00
and above and for adding any liquidity
(displayed or non-displayed) to the BYX
order book securities priced below
$1.00. The Exchange proposes charging
$0.0005 per share that adds nondisplayed liquidity to the BYX order
book in securities priced $1.00 and
above. As defined on the proposed fee
schedule, the reference to ‘‘nondisplayed liquidity’’ for purposes of the
fee schedule includes liquidity resulting
from all forms of Pegged Orders,4 MidPoint Peg Orders,5 and Non-Displayed
Orders,6 but does not include liquidity
resulting from Reserve Orders 7 or
Discretionary Orders.8
srobinson on DSKHWCL6B1PROD with NOTICES
(iii) Standard Routing Pricing—Best
Execution Routing
The Exchange proposes to charge the
routing charges described below. All
charges by the Exchange for routing are
applicable only in the event that an
order is executed. In other words, there
is no charge for orders that are routed
away from the Exchange but are not
filled. The best execution routing fees
proposed by this filing are identical to
those charged by the Exchange’s
affiliated exchange, BATS Exchange (for
4 As
defined in BYX Rule 11.9(c)(8).
defined in BYX Rule 11.9(c)(9).
6 As defined in BYX Rule 11.9(c)(11).
7 As defined in BYX Rule 11.9(c)(1).
8 As defined in BYX Rule 11.9(c)(10).
5 As
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identical best execution routing
strategies). The standard best execution
routing strategies offered by the
Exchange include Parallel D, Parallel
2D, Parallel T, CYCLE, RECYCLE and
DRT.
The Exchange proposes to offer the
Parallel D, Parallel 2D, CYCLE and
RECYCLE routing strategies at a charge
of $0.0028 per share for executions that
occur at other trading venues as a result
of such strategies. The Exchange
proposes to offer its Parallel T routing
strategy with a charge of $0.0033 per
share for executions that occur at other
trading venues via Parallel T.
With respect to securities priced
under $1.00 per share, the Exchange
proposes to charge 0.28% of the total
dollar value of the execution of an order
that is routed away from the Exchange
through Parallel D or Parallel 2D.
Similarly, and based on the charge of
$0.0033 per share for Parallel T routing,
the Exchange proposes to charge 0.33%
of the total dollar value of the execution
for any security priced under $1.00 per
share that is routed away from the
Exchange through Parallel T.
In addition, consistent with the fees
charged by BATS Exchange, BYX
proposes to offer its DRT routing
strategy to Members with a fee of
$0.0020 per share executed at a dark
liquidity venue. This lower fee is based
on the fact that various dark liquidity
venues to which the Exchange routes
provide the possibility of executions at
reduced rates. Finally, as BATS
Exchange does on its fee schedule, BYX
proposes to note that the current default
best execution routing strategy used by
the Exchange is to route through DRT to
dark liquidity venues and then to other
market centers through Parallel D.
(iv) Destination Specific Routing Pricing
The Exchange proposes to charge a
consistent, discounted fee for
Destination Specific Orders routed to
certain of the largest market centers
measured by volume (NYSE, NYSE Arca
and NASDAQ) (referred to by the
Exchange as ‘‘One Under’’ pricing). The
One Under pricing proposed by BYX is
identical to One Under pricing offered
by BYX’s affiliated exchange, BATS
Exchange, and in each instance the
execution fee will be $0.0001 less per
share for orders routed to such market
centers by the Exchange than such
market centers currently charge for
removing liquidity. Specifically, the
Exchange proposes to charge: (a)
$0.0020 per share for BYX + NYSE
Destination Specific Orders executed at
NYSE; (b) $0.0027 per share for BYX +
NYSE ARCA Destination Specific
Orders executed at NYSE Arca in Tape
PO 00000
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66181
B securities; and (c) $0.0029 per share
for BYX + NASDAQ Destination
Specific Orders executed at NASDAQ or
BYX + NYSE ARCA Destination
Specific Orders executed at NYSE Arca
in Tape A or Tape C securities, while
such market centers currently charge
removal rates, respectively, of: (x)
$0.0021 per share; (y) $0.0028 per share;
and (z) $0.0030 per share.
In conjunction with this proposal, the
Exchange proposes to set forth these
fees under a separate heading in order
to make clear the order types to which
‘‘One Under’’ pricing applies. All other
Destination Specific Order fees (i.e., to
BATS Exchange or other market centers,
as described below) can be found under
the heading for ‘‘Other Non-Standard
Routing Options.’’
The Exchange also proposes to adopt
pricing for a Destination Specific
Order 9 routed to and executed by its
affiliated exchange, BATS Exchange.
The Exchange proposes to refer to this
routing as ‘‘B2B’’ routing, and proposes
to charge $0.0025 per share for B2B
orders routed to and executed by BATS
Exchange. This charge is the same
charge a Member would incur if it
routed an order to BATS Exchange
directly. In addition, the Exchange
proposes to adopt a charge of $0.0030
per share for Destination Specific
Orders sent to and executed by any
market center other than the NYSE,
NYSE Arca, NASDAQ or BATS
Exchange that displays a Protected
Quotation 10 (each a ‘‘Protected Market
Center’’). Additionally, the Exchange
proposes to charge $0.0020 per share for
executions that occur at a dark liquidity
venue through a BYX + DRT Destination
Specific Order.
(v) Other Non-Standard Routing Options
In addition to non-standard routing
options described elsewhere in this
filing, the Exchange also proposes to
charge certain other fees identical to
those charged by its affiliated exchange,
BATS Exchange. Specifically, the
Exchange proposes to charge $0.0033
per share for Directed ISO’s.11 The
Exchange also proposes not to charge for
Modified Destination Specific Orders 12
routed to and executed by a dark
liquidity venue through its ‘‘Dark Scan’’
routing strategy.
(vi) TRIM Routing Pricing
The Exchange proposes to adopt
pricing for its new TRIM order routing
strategy, which strategy is focused on
9 As
defined in BATS Rule 11.9(c)(12).
defined in BATS Rule 1.5(t).
11 As defined in BYX Rule 11.9(d)(2).
12 As defined in BATS Rule 11.9(c)(13).
10 As
E:\FR\FM\27OCN1.SGM
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Federal Register / Vol. 75, No. 207 / Wednesday, October 27, 2010 / Notices
seeking execution of orders while
minimizing execution costs by routing
only to certain low cost execution
venues on the Exchange’s System
routing table. The Exchange proposes to
charge Members $0.0025 per share for
TRIM orders routed to and executed by
its affiliated exchange, BATS Exchange,
which is the same rebate to be offered
by BATS to market participants that
route directly to and execute at BATS.
For executions through TRIM routing
that occur at a dark liquidity venue
(identified by the Exchange as a ‘‘DRT’’
venue) or the NYSE, the Exchange
proposes to charge $0.0020 per share.
Finally, to the extent an order routed
through TRIM executes at a low-priced
venue other than BATS, a DRT venue or
NYSE, the Exchange proposes neither to
charge the Member any fee nor to pay
any rebate for such execution.
(vii) SLIM Routing Pricing
The Exchange proposes to adopt
pricing for its new SLIM order routing
strategy, which, similar to TRIM, is
focused on seeking execution of orders
while minimizing execution costs by
routing to certain low cost execution
venues on the Exchange’s System
routing table. The primary distinction
between TRIM and SLIM is that SLIM
will route first to low cost execution
venues but will ultimately route to all
venues on the Exchange’s System
routing table, whereas TRIM only routes
to low cost execution venues. As with
TRIM, the Exchange proposes to charge
Members $0.0025 per share for SLIM
orders routed to and executed by its
affiliated exchange, BATS. For
executions through SLIM routing that
occur at the NYSE, the Exchange
proposes to charge $0.0020 per share.
Finally, to the extent an order routed
through SLIM executes at any other
venue, including any DRT venue, the
Exchange proposes to charge $0.0026
per share.
srobinson on DSKHWCL6B1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6 of the Act.
Specifically, the Exchange believes that
the proposed rule change is consistent
with Section 6(b)(4) of the Act, in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and other
persons using any facility or system
which the Exchange operates or
controls.
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The various routing fees proposed by
this filing, including fees for order
execution and routing strategies offered
by the Exchange, are intended to attract
order flow to BYX by offering
competitive and easy to understand
rates to Exchange Members. All fees are
structured in a manner comparable to
corresponding fees of the Exchange’s
affiliate, BATS Exchange, and are set at
levels equal to or lower than the levels
of the comparable BATS Exchange fees.
The differences between the fees
charged for routing to specific market
centers and routing of specific order
types described above are due to
different cost structures at the various
market centers to which orders may be
routed and other factors. For instance,
lower transaction fees at NYSE allow
the Exchange to charge lower routing
fees for BATS + NYSE Destination
Specific Orders than Destination
Specific Orders routed elsewhere (i.e.,
to NASDAQ and other protected market
centers). Similarly, lower transaction
fees at dark liquidity venues permit the
Exchange to charge lower routing fees
for orders routed to such venues.
Because the Exchange incurs additional
costs and performs additional services
in connection with certain routing
services, such as the routing of Directed
ISOs and Parallel T routing, it proposes
to charge a higher routing fee for such
orders. Finally, because the Exchange
believes that a uniform routing fee for
all other orders routed away from the
Exchange through its best execution
routing strategies provides Members
with certainty as to transaction costs, it
proposes to charge standard routing fees
for such orders, rather than further
differentiating routing fees that it
charges to Members.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily direct
order flow to competing venues if they
deem fee levels at a particular venue to
be excessive. Also, although routing
services offered by the Exchange are
available to all Members, Members are
not required to use the Exchange’s
routing services, but instead, the
Exchange’s routing services are
completely optional. Members can
manage their own routing practices or
can utilize a myriad of other routing
solutions that are available to market
participants.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change imposes any
burden on competition.
PO 00000
Frm 00123
Fmt 4703
Sfmt 4703
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change
has been designated as a fee change
pursuant to Section 19(b)(3)(A)(ii) of the
Act 13 and Rule 19b–4(f)(2)
thereunder,14 because it establishes or
changes a due, fee or other charge
imposed on members by the Exchange.
Accordingly, the proposal is effective
upon filing with the Commission.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
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–BYX–2010–004 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–BYX–2010–004. 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
13 15
14 17
E:\FR\FM\27OCN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
27OCN1
Federal Register / Vol. 75, No. 207 / Wednesday, October 27, 2010 / Notices
submission,15 all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, on official business
days between the hours of 10 a.m. and
3 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; 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–BYX–2010–004 and should
be submitted on or before November 17,
2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–27144 Filed 10–26–10; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63147; File No. SR–BATS–
2010–029]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change by BATS Exchange, Inc.
To Amend BATS Rule 11.13, Entitled
‘‘Order Execution’’
srobinson on DSKHWCL6B1PROD with NOTICES
October 21, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
13, 2010, BATS Exchange, Inc. (‘‘BATS’’
or the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
text of the proposed rule change is
available on the Commission’s Web site at https://
www.sec.gov/rules/sro.shtml.
16 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b-4.
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17:00 Oct 26, 2010
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
BATS Rule 11.13, entitled ‘‘Order
Execution,’’ to add certain new routing
strategies and to modify the description
of certain existing Exchange routing
strategies.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
BILLING CODE 8011–01–P
15 The
comments on the proposed rule change
from interested persons.
The Exchange proposes to amend
Rule 11.13, which describes its order
routing processes, to add certain new
routing strategies and to modify the
existing description of two Exchange
routing strategies.
Currently, various routing strategies
are available through BATS, including
the CYCLE routing strategy, variations
of the Parallel routing strategy, DRT
routing and Destination Specific
Routing. The Exchange proposes to offer
two new routing strategies, which are
described below.
• TRIM. TRIM is a routing option
under which an order will check the
System for available shares if so
instructed by the entering User and then
will be sent to destinations on the
System routing table.
• SLIM. SLIM is a routing option
under which an order will check the
System for available shares, will be
routed to BATS Y–Exchange, Inc.
(‘‘BYX’’),3 and then will be sent to
3 BYX is a registered national securities exchange
and affiliate of the Exchange. See Securities
Exchange Act Release No. 34–62716 (August 13,
2010), 75 FR 51295 (August 19, 2010) (order
approving application of BATS Y–Exchange, Inc.
for registration as a national securities exchange).
BYX plans to commence operations on October 15,
2010.
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Sfmt 4703
66183
destinations on the System routing
table.
In addition to the addition of the
TRIM and SLIM routing strategies, the
Exchange proposes modifying the
description of the Parallel T routing
strategy to make clear that when
checking the Exchange’s System for
available shares, it will only check for
displayed shares prior to routing away
from the Exchange. The Parallel T
routing strategy is intended to route
only to Protected Quotations and only
for displayed size, and thus, the
Exchange believes that removal of only
displayed size from its own System is
most consistent with this strategy.
Exchange Rule 11.13(a)(3)(E) includes
a definition of DRT routing, which is
routing option in which the entering
firm instructs the System to route to
alternative trading systems included in
the System routing table. The definition
of DRT currently states that it can be
combined with three specified routing
strategies offered by the Exchange. The
Exchange proposes modifying the
description of DRT routing to make
clear that it can be combined with all
routing strategies, including the new
TRIM and SLIM routing strategies,
unless otherwise specified. In addition,
because some routing strategies offered
by the Exchange might include DRT
routing at a later stage, the Exchange
proposes to remove the word ‘‘first’’
from the definition of the DRT routing
strategy.
2. Statutory Basis
The rule change proposed in this
submission is consistent with the
requirements of the Act and the rules
and regulations thereunder that are
applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the Act.4
Specifically, the proposed change is
consistent with Section 6(b)(5) of the
Act,5 because it is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in facilitating transactions in securities,
and to remove impediments to, and
perfect the mechanism of, a free and
open market and a national market
system. The proposed change to
introduce additional routing strategies
and to modify certain existing routing
strategies will provide market
participants with greater flexibility in
routing orders consistent with
Regulation NMS without developing
4 15
5 15
E:\FR\FM\27OCN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
27OCN1
Agencies
[Federal Register Volume 75, Number 207 (Wednesday, October 27, 2010)]
[Notices]
[Pages 66180-66183]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-27144]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63149; File No. SR-BYX-2010-004]
Self-Regulatory Organizations; BATS Y-Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Related to
Fees for Use of BATS Y-Exchange, Inc.
October 21, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on October 14, 2010, BATS Y-Exchange, Inc. (the ``Exchange'' or
``BYX'') 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 prepared by the Exchange. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to modify its fee schedule applicable to
Members \3\ of the Exchange pursuant to BYX Rules 15.1(a) and (c).
While changes to the fee schedule pursuant to this proposal will be
effective upon filing, the changes will become operative on October 15,
2010.
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\3\ A Member is any registered broker or dealer that has been
admitted to membership in the Exchange.
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The text of the proposed rule change is available at the Exchange's
Web site at https://www.batstrading.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant parts of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to implement a fee schedule applicable to use
of the Exchange commencing on the date it begins operating as a
national securities exchange. The Exchange currently intends to
commence operations on October 15, 2010. Please find below a
description of the fees and rebates that the Exchange intends to impose
under the initial, proposed fee schedule.
The Exchange does not propose to charge different fees or grant
different rebates depending on the amount of orders submitted to, and/
or trades executed on or through, the Exchange. Accordingly, all fees
and rebates
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described below are applicable to all Members, regardless of the
overall volume of their trading activities on the Exchange.
Furthermore, the proposed fees are different but structurally similar
to those of the Exchange's affiliated exchange, BATS Exchange, Inc.
(``BATS Exchange'' or ``BATS''), though the Exchange has omitted fees
that are not currently proposed to be charged by the Exchange or that
are not pertinent to the Exchange's planned business.
(i) Standard Order Execution Fees--Removing Liquidity
The Exchange is proposing to rebate $0.0003 per share for
executions that remove liquidity from the Exchange, with the exception
of executions involving securities priced under $1.00 per share. With
respect to securities priced under $1.00 per share that remove
liquidity from the Exchange's book, the Exchange proposes to charge a
fee of 0.10% of the total dollar value of the execution.
(ii) Standard Order Execution Fees--Adding Liquidity
The Exchange proposes to establish a no charge and no rebate
structure for adding displayed liquidity to the BYX order book in
securities priced $1.00 and above and for adding any liquidity
(displayed or non-displayed) to the BYX order book securities priced
below $1.00. The Exchange proposes charging $0.0005 per share that adds
non-displayed liquidity to the BYX order book in securities priced
$1.00 and above. As defined on the proposed fee schedule, the reference
to ``non-displayed liquidity'' for purposes of the fee schedule
includes liquidity resulting from all forms of Pegged Orders,\4\ Mid-
Point Peg Orders,\5\ and Non-Displayed Orders,\6\ but does not include
liquidity resulting from Reserve Orders \7\ or Discretionary Orders.\8\
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\4\ As defined in BYX Rule 11.9(c)(8).
\5\ As defined in BYX Rule 11.9(c)(9).
\6\ As defined in BYX Rule 11.9(c)(11).
\7\ As defined in BYX Rule 11.9(c)(1).
\8\ As defined in BYX Rule 11.9(c)(10).
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(iii) Standard Routing Pricing--Best Execution Routing
The Exchange proposes to charge the routing charges described
below. All charges by the Exchange for routing are applicable only in
the event that an order is executed. In other words, there is no charge
for orders that are routed away from the Exchange but are not filled.
The best execution routing fees proposed by this filing are identical
to those charged by the Exchange's affiliated exchange, BATS Exchange
(for identical best execution routing strategies). The standard best
execution routing strategies offered by the Exchange include Parallel
D, Parallel 2D, Parallel T, CYCLE, RECYCLE and DRT.
The Exchange proposes to offer the Parallel D, Parallel 2D, CYCLE
and RECYCLE routing strategies at a charge of $0.0028 per share for
executions that occur at other trading venues as a result of such
strategies. The Exchange proposes to offer its Parallel T routing
strategy with a charge of $0.0033 per share for executions that occur
at other trading venues via Parallel T.
With respect to securities priced under $1.00 per share, the
Exchange proposes to charge 0.28% of the total dollar value of the
execution of an order that is routed away from the Exchange through
Parallel D or Parallel 2D. Similarly, and based on the charge of
$0.0033 per share for Parallel T routing, the Exchange proposes to
charge 0.33% of the total dollar value of the execution for any
security priced under $1.00 per share that is routed away from the
Exchange through Parallel T.
In addition, consistent with the fees charged by BATS Exchange, BYX
proposes to offer its DRT routing strategy to Members with a fee of
$0.0020 per share executed at a dark liquidity venue. This lower fee is
based on the fact that various dark liquidity venues to which the
Exchange routes provide the possibility of executions at reduced rates.
Finally, as BATS Exchange does on its fee schedule, BYX proposes to
note that the current default best execution routing strategy used by
the Exchange is to route through DRT to dark liquidity venues and then
to other market centers through Parallel D.
(iv) Destination Specific Routing Pricing
The Exchange proposes to charge a consistent, discounted fee for
Destination Specific Orders routed to certain of the largest market
centers measured by volume (NYSE, NYSE Arca and NASDAQ) (referred to by
the Exchange as ``One Under'' pricing). The One Under pricing proposed
by BYX is identical to One Under pricing offered by BYX's affiliated
exchange, BATS Exchange, and in each instance the execution fee will be
$0.0001 less per share for orders routed to such market centers by the
Exchange than such market centers currently charge for removing
liquidity. Specifically, the Exchange proposes to charge: (a) $0.0020
per share for BYX + NYSE Destination Specific Orders executed at NYSE;
(b) $0.0027 per share for BYX + NYSE ARCA Destination Specific Orders
executed at NYSE Arca in Tape B securities; and (c) $0.0029 per share
for BYX + NASDAQ Destination Specific Orders executed at NASDAQ or BYX
+ NYSE ARCA Destination Specific Orders executed at NYSE Arca in Tape A
or Tape C securities, while such market centers currently charge
removal rates, respectively, of: (x) $0.0021 per share; (y) $0.0028 per
share; and (z) $0.0030 per share.
In conjunction with this proposal, the Exchange proposes to set
forth these fees under a separate heading in order to make clear the
order types to which ``One Under'' pricing applies. All other
Destination Specific Order fees (i.e., to BATS Exchange or other market
centers, as described below) can be found under the heading for ``Other
Non-Standard Routing Options.''
The Exchange also proposes to adopt pricing for a Destination
Specific Order \9\ routed to and executed by its affiliated exchange,
BATS Exchange. The Exchange proposes to refer to this routing as
``B2B'' routing, and proposes to charge $0.0025 per share for B2B
orders routed to and executed by BATS Exchange. This charge is the same
charge a Member would incur if it routed an order to BATS Exchange
directly. In addition, the Exchange proposes to adopt a charge of
$0.0030 per share for Destination Specific Orders sent to and executed
by any market center other than the NYSE, NYSE Arca, NASDAQ or BATS
Exchange that displays a Protected Quotation \10\ (each a ``Protected
Market Center''). Additionally, the Exchange proposes to charge $0.0020
per share for executions that occur at a dark liquidity venue through a
BYX + DRT Destination Specific Order.
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\9\ As defined in BATS Rule 11.9(c)(12).
\10\ As defined in BATS Rule 1.5(t).
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(v) Other Non-Standard Routing Options
In addition to non-standard routing options described elsewhere in
this filing, the Exchange also proposes to charge certain other fees
identical to those charged by its affiliated exchange, BATS Exchange.
Specifically, the Exchange proposes to charge $0.0033 per share for
Directed ISO's.\11\ The Exchange also proposes not to charge for
Modified Destination Specific Orders \12\ routed to and executed by a
dark liquidity venue through its ``Dark Scan'' routing strategy.
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\11\ As defined in BYX Rule 11.9(d)(2).
\12\ As defined in BATS Rule 11.9(c)(13).
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(vi) TRIM Routing Pricing
The Exchange proposes to adopt pricing for its new TRIM order
routing strategy, which strategy is focused on
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seeking execution of orders while minimizing execution costs by routing
only to certain low cost execution venues on the Exchange's System
routing table. The Exchange proposes to charge Members $0.0025 per
share for TRIM orders routed to and executed by its affiliated
exchange, BATS Exchange, which is the same rebate to be offered by BATS
to market participants that route directly to and execute at BATS. For
executions through TRIM routing that occur at a dark liquidity venue
(identified by the Exchange as a ``DRT'' venue) or the NYSE, the
Exchange proposes to charge $0.0020 per share. Finally, to the extent
an order routed through TRIM executes at a low-priced venue other than
BATS, a DRT venue or NYSE, the Exchange proposes neither to charge the
Member any fee nor to pay any rebate for such execution.
(vii) SLIM Routing Pricing
The Exchange proposes to adopt pricing for its new SLIM order
routing strategy, which, similar to TRIM, is focused on seeking
execution of orders while minimizing execution costs by routing to
certain low cost execution venues on the Exchange's System routing
table. The primary distinction between TRIM and SLIM is that SLIM will
route first to low cost execution venues but will ultimately route to
all venues on the Exchange's System routing table, whereas TRIM only
routes to low cost execution venues. As with TRIM, the Exchange
proposes to charge Members $0.0025 per share for SLIM orders routed to
and executed by its affiliated exchange, BATS. For executions through
SLIM routing that occur at the NYSE, the Exchange proposes to charge
$0.0020 per share. Finally, to the extent an order routed through SLIM
executes at any other venue, including any DRT venue, the Exchange
proposes to charge $0.0026 per share.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6 of the Act.
Specifically, the Exchange believes that the proposed rule change is
consistent with Section 6(b)(4) of the Act, in that it provides for the
equitable allocation of reasonable dues, fees and other charges among
members and other persons using any facility or system which the
Exchange operates or controls.
The various routing fees proposed by this filing, including fees
for order execution and routing strategies offered by the Exchange, are
intended to attract order flow to BYX by offering competitive and easy
to understand rates to Exchange Members. All fees are structured in a
manner comparable to corresponding fees of the Exchange's affiliate,
BATS Exchange, and are set at levels equal to or lower than the levels
of the comparable BATS Exchange fees. The differences between the fees
charged for routing to specific market centers and routing of specific
order types described above are due to different cost structures at the
various market centers to which orders may be routed and other factors.
For instance, lower transaction fees at NYSE allow the Exchange to
charge lower routing fees for BATS + NYSE Destination Specific Orders
than Destination Specific Orders routed elsewhere (i.e., to NASDAQ and
other protected market centers). Similarly, lower transaction fees at
dark liquidity venues permit the Exchange to charge lower routing fees
for orders routed to such venues. Because the Exchange incurs
additional costs and performs additional services in connection with
certain routing services, such as the routing of Directed ISOs and
Parallel T routing, it proposes to charge a higher routing fee for such
orders. Finally, because the Exchange believes that a uniform routing
fee for all other orders routed away from the Exchange through its best
execution routing strategies provides Members with certainty as to
transaction costs, it proposes to charge standard routing fees for such
orders, rather than further differentiating routing fees that it
charges to Members.
The Exchange notes that it operates in a highly competitive market
in which market participants can readily direct order flow to competing
venues if they deem fee levels at a particular venue to be excessive.
Also, although routing services offered by the Exchange are available
to all Members, Members are not required to use the Exchange's routing
services, but instead, the Exchange's routing services are completely
optional. Members can manage their own routing practices or can utilize
a myriad of other routing solutions that are available to market
participants.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change imposes
any burden on competition.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has neither solicited nor received written comments on
the proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change has been designated as a fee
change pursuant to Section 19(b)(3)(A)(ii) of the Act \13\ and Rule
19b-4(f)(2) thereunder,\14\ because it establishes or changes a due,
fee or other charge imposed on members by the Exchange. Accordingly,
the proposal is effective upon filing with the Commission.
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\13\ 15 U.S.C. 78s(b)(3)(A)(ii).
\14\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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-BYX-2010-004 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-BYX-2010-004. 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
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submission,\15\ all subsequent amendments, all written statements with
respect to the proposed rule change that are filed with the Commission,
and all written communications relating to the proposed rule change
between the Commission and any person, other than those that may be
withheld from the public in accordance with the provisions of 5 U.S.C.
552, will be available for Web site viewing and printing in the
Commission's Public Reference Room, on official business days between
the hours of 10 a.m. and 3 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; 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-BYX-
2010-004 and should be submitted on or before November 17, 2010.
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\15\ The text of the proposed rule change is available on the
Commission's Web site at https://www.sec.gov/rules/sro.shtml.
\16\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-27144 Filed 10-26-10; 8:45 am]
BILLING CODE 8011-01-P