Self-Regulatory Organizations; EDGA Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Amendments to the EDGA Exchange, Inc. Fee Schedule, 27370-27372 [2011-11456]
Download as PDF
27370
Federal Register / Vol. 76, No. 91 / Wednesday, May 11, 2011 / Notices
enrollment and postdoctoral
components in science, engineering and
health fields.
The GSS (along with other academic
sector surveys from both NSF and the
National Center of Education Statistics)
is one of the inputs into the
WebCASPAR data system. Among other
uses, this NSF on-line database is used
by NSF to review changing enrollment
levels to assess the effects of NSF
initiatives, to track student support
patterns and to analyze participation in
S&E fields by targeted groups for all
disciplines or for selected disciplines
and for selected groups of institutions.
The Foundation also uses the GSS
information to prepare congressionally
mandated reports such as Women,
Minorities and Persons with Disabilities
in Science and Engineering and Science
and Engineering Indicators. A public
use file is also made available on the
world-wide Web.
Data are obtained primarily by Web
survey (with paper worksheets made
available upon request) and starts each
fall in mid-October. The data are
solicited under the authority of the
National Science Foundation Act of
1950, as amended. All information will
be used for statistical purposes only.
Participation in the survey is voluntary.
mstockstill on DSKH9S0YB1PROD with NOTICES
2. Expected Respondents
The GSS is census of all eligible
academic institutions in the U.S. with
post-baccalaureate programs in science,
engineering and health fields and their
related departments. The response rate
is calculated on the number of
departments that respond to the survey.
3. Estimate of Burden
The initial GSS data request is sent to
the designated respondent (School
Coordinator) at each academic
institution in the fall. The School
Coordinator may complete or delegate
all or part of the Part I listing of eligible
units (departments, programs, research
centers and health care facilities) and
Part II data. In all cases, the School
Coordinator is responsible for the Part I
data collection. Usually, the School
Coordinator delegates the Part II
collection to unit respondents. The
amount of time it takes to provide the
information on Part I and Part II varies
dramatically and depends to a large
degree on the extent to which the
school’s records are centrally stored and
computerized.
The 2010 GSS asked the unit
respondents to provide an estimate of
the time spent in filling out the GSS.
The average burden for completing the
GSS was 2.78 hours per reporting unit.
In keeping with prior experience, we
VerDate Mar<15>2010
17:18 May 10, 2011
Jkt 223001
estimate that the per unit burden will
decrease slightly each year as the
respondents become familiar with the
question items in the survey, thus
estimate a burden of 2.7 hours per
reporting unit in 2011. We anticipate
that the number of units in 2011 cycle
will include the units in 2010, plus
approximately 3% increase in units. In
addition, an estimated 500 new units
will be added to the survey frame as a
result of expansion study in 2011. The
estimated burden for each cycle of GSS
is about 40,000 hours assuming the
same response rates as 2009 (99.3% for
the schools and the units). The total
estimated respondent burden of the GSS
would be 120,000 hours over the 3-year
clearance period.
Dated: May 5, 2011.
Suzanne H. Plimpton,
Reports Clearance Officer, National Science
Foundation.
15.1(a) and (c). All of the changes
described herein are applicable to EDGA
Members. The text of the proposed rule
change is available on the Exchange’s
Internet Web site at https://
www.directedge.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
BILLING CODE 7555–01–P
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
1. Purpose
[FR Doc. 2011–11474 Filed 5–10–11; 8:45 am]
[Release No. 34–64393; File No. SR–EDGA–
2011–14]
Self-Regulatory Organizations; EDGA
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Amendments
to the EDGA Exchange, Inc. Fee
Schedule
May 4, 2011.
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 April 29,
2011, the EDGA Exchange, Inc. (the
‘‘Exchange’’ or the ‘‘EDGA’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
fees and rebates applicable to Members 3
of the Exchange pursuant to EDGA Rule
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 A Member is any registered broker or dealer, or
any person associated with a registered broker or
dealer, that has been admitted to membership in the
Exchange.
2 17
PO 00000
Frm 00070
Fmt 4703
Sfmt 4703
The Exchange proposes to offer a
reduced rate from $0.0023 per share to
$0.0022 per share for Flag D executions
(as noted in proposed footnote 14 of the
fee schedule) provided that the Member
routes an average daily volume (‘‘ADV’’)
of more than 30,000,000 shares per day
to NYSE using the RDOT or RDOX
routing strategies, as defined in Rules
11.9(b)(3)(h) and (i).
The H flag represents non-displayed
executions. The Exchange proposes to
append the reference to footnote 2 on
Flag H so that a reduced rate (of $0.0010
per share) would be offered provided
that the Member adds greater than
1,000,000 shares hidden on a daily basis
(yielding Flag H), measured monthly or
posts greater than 8,000,000 shares on a
daily basis, measured monthly (yielding
Flags B,V, Y, 3 or 4). Members not
meeting either minimum will be
charged $0.0030 per share.
For customer internalization (i.e.,
same MPID),4 currently there is no
charge nor rebate. This was because
when the Exchange launched in July
2010 the rebate for removing liquidity
($0.0002 per share) was offset by the fee
for adding liquidity ($0.0002 per share).
This situation yields Flag ‘‘E’’ on both
sides of an execution. During the PreOpening and Post-Closing sessions,
4 This occurs when two orders presented to the
Exchange from the same Member (i.e., MPID) are
presented separately and not in a paired manner,
but nonetheless inadvertently match with one
another. Members are advised to consult Rule 12.2
respecting fictitious trading.
E:\FR\FM\11MYN1.SGM
11MYN1
Federal Register / Vol. 76, No. 91 / Wednesday, May 11, 2011 / Notices
there are also no charges nor rebates, but
this situation yields Flag ‘‘5’’ per side of
an execution (adding liquidity/removing
liquidity). The Exchange is now
proposing to charge $0.0001 per share
per side of an execution (for adding
liquidity and for removing liquidity) for
Flags E and 5 instead of the standard or
tiered rebate/removal rates. Therefore,
Members would incur a total
internalization cost of $0.0002 per share
for both sides of an execution for
customer internalization.
Currently, orders routed to EDGX
Mid-Point Match (‘‘MPM’’) using the
IOCM routing strategy,5 as defined in
Rule 11.9(b)(3)(q),6 are assessed a fee of
$0.0010 per share and yield flag ‘‘MT.’’
The Exchange is proposing to increase
this fee to $0.0012 per share.
Finally, the Exchange is proposing to
make a technical correction to the fee
schedule to replace the term ‘‘order
type’’ with ‘‘routing strategy’’ throughout
the fee schedule in order to conform to
language in Rule 11.9(b)(3). These
amendments will appear in the text for
Flags K, L, P, Q, T, Z, 2, 8, 9, BY, CL,
MT, RT, RX, SW, and footnote 8.
EDGA Exchange proposes to
implement these amendments to the
Exchange fee schedule on May 1, 2011.
mstockstill on DSKH9S0YB1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the Act,7
in general, and furthers the objectives of
Section 6(b)(4),8 in particular, as it is
designed 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 reduced rate of $0.0022 per
share for Flag D executions provided
that the Member routes an average daily
volume (‘‘ADV’’) of more than
30,000,000 shares per day to NYSE
using the RDOT or RDOX routing
strategies represents an equitable
allocation of reasonable dues, fees, and
other charges. When EDGA routes to
NYSE and removes liquidity, NYSE
charges EDGA $0.0023 per share. If a
member uses EDGA to route to NYSE,
EDGA provides a $0.0001 discount per
5 EDGX Rule 11.5(c)(7) defines a MPM order as an
order with an instruction to execute it at the
midpoint of the NBBO. A MPM order may be a Day
Order, Fill-or-Kill Order, or IOC Order. The
Exchange notes that members can send in a MPM
order directly to EDGX without routing through the
EDGA platform as an IOCM routing option.
6 IOCM is a routing option under which an order
checks the System for available shares and then is
sent to EDGX as an immediate or cancel (IOC) MPM
order.
7 15 U.S.C. 78f.
8 15 U.S.C. 78f(b)(4).
VerDate Mar<15>2010
17:18 May 10, 2011
Jkt 223001
share provided that the conditions of
the volume threshold are met. The
Exchange believes that this discounted
rate would incentivize Members to first
route through EDGA to reach NYSE and
would thereby increase liquidity on
EDGA. This type of rate is also similar
to EDGA’s rate for removing liquidity
from LavaFlow (Flag M). The standard
removal rate of $0.0029 per share is
reduced to $0.0023 per share for orders
routed to LavaFlow that achieve certain
volume thresholds, as EDGA Members
are able to share in potential volume tier
savings realized by EDGA when routing
to LavaFlow.9 This type of rate is also
similar to other rates that EDGA charges,
such as ‘‘one-under’’ pricing for routing
to Nasdaq using the INET order type
and is consistent with the processing of
similar routing strategies by EDGA’s
competitors.10
The rate is also equitable in that it is
designed to incentivize Members to use
the RDOT or RDOX routing strategies to
increase volume on EDGA. Such
increased volume increases potential
revenue to the Exchange, and would
allow the Exchange to spread its
administrative and infrastructure costs
over a greater number of shares, leading
to lower per share costs. These lower
per share costs would allow the
Exchange to pass on the savings to
Members in the form of reduced fees.
The increased liquidity also benefits all
investors by deepening EDGA’s
liquidity pool, supporting the quality of
price discovery, promoting market
transparency and improving investor
protection. Volume-based discounts
such as the reduced execution fee
proposed here have been widely
adopted in the cash equities markets
and provide discounts that are
reasonably related to the value to an
exchange’s market quality associated
with higher levels of market activity,
such as higher levels of liquidity
provision and introduction of higher
volumes of orders into the price and
volume discovery processes. The
Exchange believes that the proposed
discounted rate is non-discriminatory in
that it applies uniformly to all Members.
The Exchange believes that the
proposed reduced rate for Flag H
executions of $0.0010 per share, as
described in footnote 2, is an equitable
9 See
footnote 6 of the EDGA fee schedule.
footnote 7 of the EDGA fee schedule. See
also BATS BZX fee schedule: Discounted
Destination Specific Routing (‘‘One Under’’) to
NYSE, NYSE ARCA and NASDAQ. See Securities
Exchange Act Release No. 62858, 75 FR 55838
(September 14, 2010) (SR–BATS–2010–023)
(modifying the BATS fee schedule in order to
amend the fees for its BATS + NYSE Arca
destination specific routing option to continue to
offer a ‘‘one under’’ pricing model).
10 See
PO 00000
Frm 00071
Fmt 4703
Sfmt 4703
27371
allocation of reasonable dues, fees, and
other charges. The reduced rate of
$0.0010 11 provided that a volume
threshold is satisfied is designed to
incentivize Members to use nondisplayed orders to increase volume on
EDGA.
Such increased volume increases
potential revenue to the Exchange, and
would allow the Exchange to spread its
administrative and infrastructure costs
over a greater number of shares, leading
to lower per share costs. These lower
per share costs would allow the
Exchange to pass on the savings to
Members in the form of reduced fees.
The increased liquidity also benefits all
investors by deepening EDGA’s
liquidity pool, supporting the quality of
price discovery, promoting market
transparency and improving investor
protection. Volume-based discounts
such as the reduced execution fee
proposed herein have been widely
adopted in the cash equities markets
and provide discounts that are
reasonably related to the value to an
exchange’s market quality associated
with higher levels of market activity,
such as higher levels of liquidity
provision and introduction of higher
volumes of orders into the price and
volume discovery processes. The
Exchange believes that the proposed fee
is non-discriminatory in that it applies
uniformly to all Members.
The Exchange believes that the
increased fee for customer
internalization of $0.0001 per share per
side of an execution for both Flags E
(regular trading session) and 5 (pre and
post market) represents an equitable
allocation of reasonable dues, fees, and
other charges as it is designed to
introduce a nominal and reasonable fee
for members who inadvertently match
with one another, thereby discouraging
potential wash sales. The increased fee
also allows the Exchange to offset its
administrative, clearing, and other
operating costs incurred in executing
such trades. Finally, the fee is equitable
in that it is in line with the EDGA fee
structure which currently has a maker/
taker spread of $0.0001 per share (the
standard fee to add liquidity on EDGA
is $0.00025 per share, while the
standard rebate to remove liquidity is
$0.00015 per share). EDGA also has a
tiered rate for adding liquidity of
$0.00005, which would make this
spread ¥$0.0001 per share. As a result
of the customer internalization charge,
Members who internalized would be
charged $0.0001 per side of an
11 If a member fails to reach such volume
thresholds, the Member will pay $0.0030 per share
for Flag H executions.
E:\FR\FM\11MYN1.SGM
11MYN1
27372
Federal Register / Vol. 76, No. 91 / Wednesday, May 11, 2011 / Notices
execution (total of $0.0002 per share)
instead of capturing the maker/taker
spread of ¥$0.0001 per share.
As mentioned above, when the
Exchange launched in July 2010, this
spread was zero (0). This increased fee
per side of an execution ($0.0001 per
side instead of free) thus brings the
internalization fee in line with the
current maker/taker spreads.12 The
Exchange believes that the proposed fee
is non-discriminatory in that it applies
uniformly to all Members.
The Exchange believes that the
proposed increased fee to $0.0012 per
share for the ‘‘MT’’ flag for routing to
EDGX MPM using the IOCM routing
strategy represents an equitable
allocation of reasonable dues, fees, and
other charges as such increased fee
offsets the Exchange’s administrative
and other operational costs. The fee
increase represents a pass through by
EDGA to its members of EDGX’s
increased fee (from $0.0010 to $0.0012
per share) for removing liquidity from
EDGX MPM, effective May 1, 2011. The
$0.0012 per share is competitive and
superior to comparable exchange
standard removal rates of $0.0030 per
share (Nasdaq), $0.0030 per share
(NYSE Arca), $0.0023 per share (NYSE),
and $0.0028 per share (BATS BZX). The
fee is also equitable as it is competitive
with other fees assessed for routing
strategies that access low cost
destinations, such as ROUZ, as defined
in Rule 11.9(b)(3)(c)(v) (yields Flag Z,
$0.0010 per share) and ROUD/ROUE, as
defined in Rules 11.9(b)(3)(b) and
11.9(b)(3)(c)(i) (Flag T, $0.0012 per
share). The Exchange believes that the
proposed fee is non-discriminatory in
that it applies uniformly to all Members.
The proposed rule change reflects a
competitive pricing structure designed
to incent market participants to direct
their order flow to the Exchange. The
Exchange believes that the proposed
rates are non-discriminatory in that they
apply uniformly to all Members. The
Exchange believes the fees and credits
remain competitive with those charged
by other venues and therefore continue
to be reasonable and equitably allocated
to Members.
mstockstill on DSKH9S0YB1PROD with NOTICES
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
12 The Exchange will continue to ensure that the
internalization fee is no more favorable than each
prevailing maker/taker spread.
VerDate Mar<15>2010
17:18 May 10, 2011
Jkt 223001
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
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) of
the Act 13 and Rule 19b–4(f)(2) 14
thereunder. At any time within 60 days
of the filing of such proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
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–EDGA–2011–14 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–EDGA–2011–14. 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,15 all subsequent
13 15
U.S.C. 78s(b)(3)(A).
CFR 19b–4(f)(2).
15 The text of the proposed rule change is
available on Exchange’s Web site at https://
www.directedge.com, on the Commission’s Web site
at https://www.sec.gov, at EDGA, and at the
Commission’s Public Reference Room.
14 17
PO 00000
Frm 00072
Fmt 4703
Sfmt 4703
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 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–EDGA–
2011–14 and should be submitted on or
before June 1, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–11456 Filed 5–10–11; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
Small Business Size Standards:
Waiver of the Nonmanufacturer Rule
U.S. Small Business
Administration.
ACTION: Notice of Waiver to the
Nonmanufacturer Rule for GEN II and
GEN III Image Intensifier Tubes.
AGENCY:
The U. S. Small Business
Administration (SBA) is granting a class
waiver of the Nonmanufacturer Rule for
GEN II and GEN III Image Intensifier
Tubes, Product Service Code (PSC)
5855, Night Vision Equipment under
North American Industry Classification
System (NAICS) code 333314 (Optical
Instrument and Lens Manufacturing).
The basis for the waiver is that no small
business manufacturers are supplying
this class of products to the Federal
government. The effect of this waiver
will be to allow otherwise qualified
small businesses to supply the products
of any manufacturer on a Federal
contract set aside for small businesses,
Service-Disabled Veteran-Owned
(SDVO) small businesses, Participants
SUMMARY:
16 17
E:\FR\FM\11MYN1.SGM
CFR 200.30–3(a)(12).
11MYN1
Agencies
[Federal Register Volume 76, Number 91 (Wednesday, May 11, 2011)]
[Notices]
[Pages 27370-27372]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-11456]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64393; File No. SR-EDGA-2011-14]
Self-Regulatory Organizations; EDGA Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
Amendments to the EDGA Exchange, Inc. Fee Schedule
May 4, 2011.
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 April 29, 2011, the EDGA Exchange, Inc. (the ``Exchange'' or
the ``EDGA'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its fees and rebates applicable to
Members \3\ of the Exchange pursuant to EDGA Rule 15.1(a) and (c). All
of the changes described herein are applicable to EDGA Members. The
text of the proposed rule change is available on the Exchange's
Internet Web site at https://www.directedge.com.
---------------------------------------------------------------------------
\3\ A Member is any registered broker or dealer, or any person
associated with a registered broker or dealer, that has been
admitted to membership in the Exchange.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
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 offer a reduced rate from $0.0023 per
share to $0.0022 per share for Flag D executions (as noted in proposed
footnote 14 of the fee schedule) provided that the Member routes an
average daily volume (``ADV'') of more than 30,000,000 shares per day
to NYSE using the RDOT or RDOX routing strategies, as defined in Rules
11.9(b)(3)(h) and (i).
The H flag represents non-displayed executions. The Exchange
proposes to append the reference to footnote 2 on Flag H so that a
reduced rate (of $0.0010 per share) would be offered provided that the
Member adds greater than 1,000,000 shares hidden on a daily basis
(yielding Flag H), measured monthly or posts greater than 8,000,000
shares on a daily basis, measured monthly (yielding Flags B,V, Y, 3 or
4). Members not meeting either minimum will be charged $0.0030 per
share.
For customer internalization (i.e., same MPID),\4\ currently there
is no charge nor rebate. This was because when the Exchange launched in
July 2010 the rebate for removing liquidity ($0.0002 per share) was
offset by the fee for adding liquidity ($0.0002 per share). This
situation yields Flag ``E'' on both sides of an execution. During the
Pre-Opening and Post-Closing sessions,
[[Page 27371]]
there are also no charges nor rebates, but this situation yields Flag
``5'' per side of an execution (adding liquidity/removing liquidity).
The Exchange is now proposing to charge $0.0001 per share per side of
an execution (for adding liquidity and for removing liquidity) for
Flags E and 5 instead of the standard or tiered rebate/removal rates.
Therefore, Members would incur a total internalization cost of $0.0002
per share for both sides of an execution for customer internalization.
---------------------------------------------------------------------------
\4\ This occurs when two orders presented to the Exchange from
the same Member (i.e., MPID) are presented separately and not in a
paired manner, but nonetheless inadvertently match with one another.
Members are advised to consult Rule 12.2 respecting fictitious
trading.
---------------------------------------------------------------------------
Currently, orders routed to EDGX Mid-Point Match (``MPM'') using
the IOCM routing strategy,\5\ as defined in Rule 11.9(b)(3)(q),\6\ are
assessed a fee of $0.0010 per share and yield flag ``MT.'' The Exchange
is proposing to increase this fee to $0.0012 per share.
---------------------------------------------------------------------------
\5\ EDGX Rule 11.5(c)(7) defines a MPM order as an order with an
instruction to execute it at the midpoint of the NBBO. A MPM order
may be a Day Order, Fill-or-Kill Order, or IOC Order. The Exchange
notes that members can send in a MPM order directly to EDGX without
routing through the EDGA platform as an IOCM routing option.
\6\ IOCM is a routing option under which an order checks the
System for available shares and then is sent to EDGX as an immediate
or cancel (IOC) MPM order.
---------------------------------------------------------------------------
Finally, the Exchange is proposing to make a technical correction
to the fee schedule to replace the term ``order type'' with ``routing
strategy'' throughout the fee schedule in order to conform to language
in Rule 11.9(b)(3). These amendments will appear in the text for Flags
K, L, P, Q, T, Z, 2, 8, 9, BY, CL, MT, RT, RX, SW, and footnote 8.
EDGA Exchange proposes to implement these amendments to the
Exchange fee schedule on May 1, 2011.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6 of the Act,\7\ in general, and
furthers the objectives of Section 6(b)(4),\8\ in particular, as it is
designed to provide for the equitable allocation of reasonable dues,
fees and other charges among its members and other persons using its
facilities.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f.
\8\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The Exchange believes that the proposed reduced rate of $0.0022 per
share for Flag D executions provided that the Member routes an average
daily volume (``ADV'') of more than 30,000,000 shares per day to NYSE
using the RDOT or RDOX routing strategies represents an equitable
allocation of reasonable dues, fees, and other charges. When EDGA
routes to NYSE and removes liquidity, NYSE charges EDGA $0.0023 per
share. If a member uses EDGA to route to NYSE, EDGA provides a $0.0001
discount per share provided that the conditions of the volume threshold
are met. The Exchange believes that this discounted rate would
incentivize Members to first route through EDGA to reach NYSE and would
thereby increase liquidity on EDGA. This type of rate is also similar
to EDGA's rate for removing liquidity from LavaFlow (Flag M). The
standard removal rate of $0.0029 per share is reduced to $0.0023 per
share for orders routed to LavaFlow that achieve certain volume
thresholds, as EDGA Members are able to share in potential volume tier
savings realized by EDGA when routing to LavaFlow.\9\ This type of rate
is also similar to other rates that EDGA charges, such as ``one-under''
pricing for routing to Nasdaq using the INET order type and is
consistent with the processing of similar routing strategies by EDGA's
competitors.\10\
---------------------------------------------------------------------------
\9\ See footnote 6 of the EDGA fee schedule.
\10\ See footnote 7 of the EDGA fee schedule. See also BATS BZX
fee schedule: Discounted Destination Specific Routing (``One
Under'') to NYSE, NYSE ARCA and NASDAQ. See Securities Exchange Act
Release No. 62858, 75 FR 55838 (September 14, 2010) (SR-BATS-2010-
023) (modifying the BATS fee schedule in order to amend the fees for
its BATS + NYSE Arca destination specific routing option to continue
to offer a ``one under'' pricing model).
---------------------------------------------------------------------------
The rate is also equitable in that it is designed to incentivize
Members to use the RDOT or RDOX routing strategies to increase volume
on EDGA. Such increased volume increases potential revenue to the
Exchange, and would allow the Exchange to spread its administrative and
infrastructure costs over a greater number of shares, leading to lower
per share costs. These lower per share costs would allow the Exchange
to pass on the savings to Members in the form of reduced fees. The
increased liquidity also benefits all investors by deepening EDGA's
liquidity pool, supporting the quality of price discovery, promoting
market transparency and improving investor protection. Volume-based
discounts such as the reduced execution fee proposed here have been
widely adopted in the cash equities markets and provide discounts that
are reasonably related to the value to an exchange's market quality
associated with higher levels of market activity, such as higher levels
of liquidity provision and introduction of higher volumes of orders
into the price and volume discovery processes. The Exchange believes
that the proposed discounted rate is non-discriminatory in that it
applies uniformly to all Members.
The Exchange believes that the proposed reduced rate for Flag H
executions of $0.0010 per share, as described in footnote 2, is an
equitable allocation of reasonable dues, fees, and other charges. The
reduced rate of $0.0010 \11\ provided that a volume threshold is
satisfied is designed to incentivize Members to use non-displayed
orders to increase volume on EDGA.
---------------------------------------------------------------------------
\11\ If a member fails to reach such volume thresholds, the
Member will pay $0.0030 per share for Flag H executions.
---------------------------------------------------------------------------
Such increased volume increases potential revenue to the Exchange,
and would allow the Exchange to spread its administrative and
infrastructure costs over a greater number of shares, leading to lower
per share costs. These lower per share costs would allow the Exchange
to pass on the savings to Members in the form of reduced fees. The
increased liquidity also benefits all investors by deepening EDGA's
liquidity pool, supporting the quality of price discovery, promoting
market transparency and improving investor protection. Volume-based
discounts such as the reduced execution fee proposed herein have been
widely adopted in the cash equities markets and provide discounts that
are reasonably related to the value to an exchange's market quality
associated with higher levels of market activity, such as higher levels
of liquidity provision and introduction of higher volumes of orders
into the price and volume discovery processes. The Exchange believes
that the proposed fee is non-discriminatory in that it applies
uniformly to all Members.
The Exchange believes that the increased fee for customer
internalization of $0.0001 per share per side of an execution for both
Flags E (regular trading session) and 5 (pre and post market)
represents an equitable allocation of reasonable dues, fees, and other
charges as it is designed to introduce a nominal and reasonable fee for
members who inadvertently match with one another, thereby discouraging
potential wash sales. The increased fee also allows the Exchange to
offset its administrative, clearing, and other operating costs incurred
in executing such trades. Finally, the fee is equitable in that it is
in line with the EDGA fee structure which currently has a maker/taker
spread of $0.0001 per share (the standard fee to add liquidity on EDGA
is $0.00025 per share, while the standard rebate to remove liquidity is
$0.00015 per share). EDGA also has a tiered rate for adding liquidity
of $0.00005, which would make this spread -$0.0001 per share. As a
result of the customer internalization charge, Members who internalized
would be charged $0.0001 per side of an
[[Page 27372]]
execution (total of $0.0002 per share) instead of capturing the maker/
taker spread of -$0.0001 per share.
As mentioned above, when the Exchange launched in July 2010, this
spread was zero (0). This increased fee per side of an execution
($0.0001 per side instead of free) thus brings the internalization fee
in line with the current maker/taker spreads.\12\ The Exchange believes
that the proposed fee is non-discriminatory in that it applies
uniformly to all Members.
---------------------------------------------------------------------------
\12\ The Exchange will continue to ensure that the
internalization fee is no more favorable than each prevailing maker/
taker spread.
---------------------------------------------------------------------------
The Exchange believes that the proposed increased fee to $0.0012
per share for the ``MT'' flag for routing to EDGX MPM using the IOCM
routing strategy represents an equitable allocation of reasonable dues,
fees, and other charges as such increased fee offsets the Exchange's
administrative and other operational costs. The fee increase represents
a pass through by EDGA to its members of EDGX's increased fee (from
$0.0010 to $0.0012 per share) for removing liquidity from EDGX MPM,
effective May 1, 2011. The $0.0012 per share is competitive and
superior to comparable exchange standard removal rates of $0.0030 per
share (Nasdaq), $0.0030 per share (NYSE Arca), $0.0023 per share
(NYSE), and $0.0028 per share (BATS BZX). The fee is also equitable as
it is competitive with other fees assessed for routing strategies that
access low cost destinations, such as ROUZ, as defined in Rule
11.9(b)(3)(c)(v) (yields Flag Z, $0.0010 per share) and ROUD/ROUE, as
defined in Rules 11.9(b)(3)(b) and 11.9(b)(3)(c)(i) (Flag T, $0.0012
per share). The Exchange believes that the proposed fee is non-
discriminatory in that it applies uniformly to all Members.
The proposed rule change reflects a competitive pricing structure
designed to incent market participants to direct their order flow to
the Exchange. The Exchange believes that the proposed rates are non-
discriminatory in that they apply uniformly to all Members. The
Exchange believes the fees and credits remain competitive with those
charged by other venues and therefore continue to be reasonable and
equitably allocated to Members.
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not 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
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
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) of the Act \13\ and Rule 19b-4(f)(2) \14\ thereunder. At any
time within 60 days of the filing of such proposed rule change, the
Commission summarily may temporarily suspend such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 19b-4(f)(2).
---------------------------------------------------------------------------
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-EDGA-2011-14 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-EDGA-2011-14. 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,\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, 100 F
Street, NE., Washington, DC 20549, 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-
EDGA-2011-14 and should be submitted on or before June 1, 2011.
---------------------------------------------------------------------------
\15\ The text of the proposed rule change is available on
Exchange's Web site at https://www.directedge.com, on the
Commission's Web site at https://www.sec.gov, at EDGA, and at the
Commission's Public Reference Room.
\16\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-11456 Filed 5-10-11; 8:45 am]
BILLING CODE 8011-01-P