Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Equities Schedule of Fees and Charges for Exchange Services To Introduce Two New Pricing Tiers, Step-Up Tier 1 and Step-Up Tier 2, 40974-40976 [2011-17427]
Download as PDF
40974
Federal Register / Vol. 76, No. 133 / Tuesday, July 12, 2011 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change: (i)
Does not significantly affect the
protection of investors or the public
interest; (ii) does not impose any
significant burden on competition; and
(iii) does not become operative for 30
days after the date of the filing, or such
shorter time as the Commission may
designate if consistent with the
protection of investors and the public
interest, the proposed rule change has
become effective pursuant to Section
19(b)(3)(A) of the Act 6 and Rule 19b–
4(f)(6) thereunder.7
A proposed rule change filed under
19b–4(f)(6) normally may not become
operative prior to 30 days after the date
of filing.8 However, Rule 19b–
4(f)(6)(iii) 9 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. The
Exchange requests that the Commission
waive the 30-day operative delay. The
Exchange believes that waiver of the 30day operative delay would provide more
clarity and transparency in its rule text
concerning all of the functions that Arca
Securities performs on behalf of the
Exchange without undue delay. For
these reason, the Commission believes
that waiving the 30-day operative delay
is consistent with the protection of
investors and the public interest, and
designates the proposed rule change to
be operative upon filing with the
Commission.10
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
emcdonald on DSK2BSOYB1PROD with NOTICES
6 15
U.S.C. 78s(b)(3)(A).
7 17 CFR 240.19b–4(f)(6).
8 17 CFR 240.19b–4(f)(6)(iii). In addition, Rule
19b–4(f)(6)(iii) requires that a self-regulatory
organization submit to the Commission written
notice of its intent to file the proposed rule change,
along with a brief description and text of the
proposed rule change, at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
9 Id.
10 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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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
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17429 Filed 7–11–11; 8:45 am]
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
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64820; File No. SR–
NYSEArca–2011–41]
• 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–2011–42 on the
subject line.
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Equities Schedule of Fees and
Charges for Exchange Services To
Introduce Two New Pricing Tiers, StepUp Tier 1 and Step-Up Tier 2
Paper Comments
July 6, 2011.
• 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–NYSEArca–2011–42. 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 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–
NYSEArca–2011–42 and should be
submitted on or before August 2, 2011.
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 30,
2011, NYSE Arca, Inc. (the ‘‘Exchange’’
or ‘‘NYSE Arca’’) 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.
PO 00000
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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 the
NYSE Arca Equities Schedule of Fees
and Charges for Exchange Services (the
‘‘Schedule’’) to introduce two new
pricing tiers, Step-Up Tier 1 and StepUp Tier 2. The text of the proposed rule
change is available at the Exchange, at
https://www.nyse.com, at the
Commission’s Public Reference Room,
and at the Commission’s Web site at
https://www.sec.gov.
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 those statements may be examined at
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Federal Register / Vol. 76, No. 133 / Tuesday, July 12, 2011 / Notices
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.
emcdonald on DSK2BSOYB1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Effective July 1, 2011, NYSE Arca
proposes to introduce two new pricing
tier levels, Step-Up Tier 1 and Step-Up
Tier 2.
Step-Up Tier 1 will allow members to
earn a credit of $0.00295 per share for
executed orders that provide liquidity to
the Book for Tape A and Tape C
securities and a credit of $0.0023 per
share for executed orders that provide
liquidity to the Book for Tape B
securities. Additionally, such members
will be charged a fee of $0.0028 per
share for orders that take liquidity from
the Book for Tape B securities and a fee
of $0.0029 per share for orders routed
outside the Book to any away market
centers for Tape B securities. Finally,
such members also will be charged a fee
of $0.0023 per share for orders routed
outside the Book to the NYSE for Tape
A securities. Step-Up Tier 2 will allow
members to earn a credit of $0.0029 per
share for executed orders that provide
liquidity to the Book for Tape A and
Tape C securities. Additionally, such
members will be charged a fee of
$0.0028 per share for orders that take
liquidity from the Book for Tape B
securities and a fee of $0.0029 per share
for orders routed outside the Book to
any away market centers for Tape B
securities. Finally, such members also
will be charged a fee of $0.0023 per
share for orders routed outside the Book
to the NYSE for Tape A securities. All
other fees and credits will be at the
existing tiered and basic rates based on
the members’ qualifying levels.
In order to qualify for the Step-Up
Tier 1, a member on a daily basis,
measured monthly, must directly
execute providing volume on NYSE
Arca in an amount that is an increase of
no less than 0.15% of US average daily
consolidated share volume in Tape A,
Tape B, Tape C securities (‘‘US ADV’’)
for that month over the member’s
average daily providing volume in June
2011 (the ‘‘Baseline Month’’), subject to
a minimum increase of 15 million
average daily providing shares. In order
to qualify for the Step-Up Tier 2, a
member on a daily basis, measured
monthly, must directly execute
providing volume on NYSE Arca in an
amount that is an increase of no less
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16:14 Jul 11, 2011
Jkt 223001
than 0.10% of US ADV for that month
over the member’s average daily
providing volume in the Baseline
Month, subject to a minimum increase
of 10 million average daily providing
shares.
By way of example, if a member
provided an average daily volume of 5
million shares in the Baseline Month,
then to qualify for Step-Up Tier 2 in a
month where US ADV is 11 billion
shares, that member would need to
increase its average daily provide by at
least 11 million shares, or 0.10% of that
month’s US ADV, for a total daily
providing average of at least 16 million
shares. If that same member in that same
month increased its average daily
provide by at least 16.5 million shares,
or 0.15% of that month’s US ADV, for
a total daily providing average of at least
21.5 million shares, then that member
would then qualify for Step-Up Tier 1.
In addition, for both Step-Up Tier 1
and Step-Up Tier 2, those members that
did not directly provide volume to
NYSE Arca in the Baseline Month will
be treated as having an Arca average
daily providing volume of zero for the
Baseline Month. With respect to the
increased percentage of US ADV, the
volume requirements to reach the StepUp Tiers pricing levels will adjust each
calendar month based on the US ADV
for that given month. For purposes of
clarification, US ADV is equal to the
volume reported by all exchanges and
trade reporting facilities to the
Consolidated Tape Association (‘‘CTA’’)
Plan for Tapes A, B and C securities,
however, US ADV does not include
trades on days when the market closes
early.
Transactions that are not reported to
the Consolidated Tape, such as odd-lots
and Crossing Session 2 transactions, are
not included in US ADV. The Exchange
currently makes this data publicly
available on a T + 1 basis from a link
at https://www.nyxdata.com/US-andEuropean-Volumes.
The Exchange notes that members
may be able to qualify for more than one
Tier in a given month, in such case, the
most favorable rates would apply. For
example, if a member directly provided
8 million average daily shares in the
Baseline Month, and then increases the
average daily providing volume by 12
million shares to 20 million shares in a
subsequent month (where US ADV is 8
billion shares) and such provided
liquidity meets all the requirements of
Investor Tier 2 as well as Step-up Tier
2, then such member would receive
Investor Tier 2 credits of $.0030 per
share for providing liquidity, and would
be charged Step-Up Tier 2 fees for
taking liquidity and routing.
PO 00000
Frm 00104
Fmt 4703
Sfmt 4703
40975
The goal of the Step-Up Tiers is to
incentivize members to increase the
orders sent directly to NYSE Arca and
therefore provide liquidity that supports
the quality of price discovery and
promotes market transparency. These
Tiers would be expected to benefit
members whose increased order flow
provides added levels of liquidity, but
may not be eligible for Tier 1, 2 and 3,
or Investor Tier 1 and 2, thereby
contributing to the depth and market
quality of the Book. Additionally, a
previous month baseline approach for
rebates and fees has also been adopted
by NASDAQ Stock Market LLC and
EDGX for liquidity providers.3
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the
Securities Exchange Act of 1934 (the
‘‘Act’’),4 in general, and Section 6(b)(4)
of the Act,5 in particular, in that 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 proposal
does not constitute an inequitable
allocation of fees, as all similarly
situated member organizations and
other market participants will be
charged the same amount and access to
the Exchange’s market is offered on fair
and non-discriminatory terms.
NYSE Arca believes that the Step-Up
Tiers are equitable because they are
open to all members on an equal basis
and provide credits that are reasonably
related to the value to an exchange’s
market quality associated with higher
volumes. As stated above, the Exchange
believes that the Step-Up Tiers may
incentivize members to increase the
orders sent directly to NYSE Arca and
therefore provide liquidity that supports
the quality of price discovery and
promotes market transparency.
Moreover, the addition of such Tiers
would benefit members whose
increased order flow provides
meaningful added levels of liquidity,
but may not be eligible for the current
Tiers, thereby contributing to the depth
and market quality of the Book. In
addition, by offering two Step-Up Tiers
the Exchange believes more members
may provide increased order flow and
3 See Securities Exchange Act Release No. 63628
(January 3, 2011), 76 FR 1201 (January 7, 2011); and
Securities Exchange Act Release No. 64632 (June 8,
2011), 76 FR 34792 (June 14, 2011). See EDGX
Exchange Fee Schedule, n. 1 at https://
www.directedge.com/Membership/FeeSchedule/
EDGXFeeSchedule.aspx.
4 15 U.S.C. 78f(b).
5 15 U.S.C. 78f(b)(4).
E:\FR\FM\12JYN1.SGM
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40976
Federal Register / Vol. 76, No. 133 / Tuesday, July 12, 2011 / Notices
more members will be eligible to receive
the credits for such orders. NYSE Arca
also believes that the higher rebates
would incent liquidity, and such
increased volume increases potential
revenue to the Exchange, allowing the
Exchange to pass on the savings to
members in the form of a higher rebate.
Similar to the Baseline Month approach,
NASDAQ and EDGX have established
credits and fees which are based on
increased volumes from a previous
month baseline.6
Finally, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily favor competing venues if they
deem fee levels at a particular venue to
be excessive. In such an environment,
the Exchange must continually adjust its
fees to remain competitive with other
exchanges and with alternative trading
systems that have been exempted from
compliance with the statutory standards
applicable to exchanges. The Exchange
believes that the proposed rule change
reflects this competitive environment
because it will broaden the conditions
under which members may qualify for
higher liquidity provider credits.
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
No written comments were solicited
or received with respect to the proposed
rule change.
emcdonald on DSK2BSOYB1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 7 of the Act and
subparagraph (f)(2) of Rule 19b–4 8
thereunder, because it establishes a due,
fee, or other charge imposed by the
NYSE Arca.
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
6 See
n.4 above.
U.S.C. 78s(b)(3)(A).
8 17 CFR 240.19b–4(f)(2).
7 15
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16:14 Jul 11, 2011
Jkt 223001
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17427 Filed 7–11–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64822; File No. SR–Phlx2011–91]
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–2011–41 on the
subject line.
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX PHLX LLC Relating to Routing
Priority
July 6, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
• Send paper comments in triplicate
notice is hereby given that on June 27,
to Elizabeth M. Murphy, Secretary,
2011, NASDAQ OMX PHLX LLC
Securities and Exchange Commission,
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
100 F Street, NE., Washington, DC
Securities and Exchange Commission
20549–1090.
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
All submissions should refer to File
and III below, which Items have been
Number SR–NYSEArca–2011–41. This
prepared by the Exchange. The
file number should be included on the
subject line if e-mail is used. To help the Commission is publishing this notice to
solicit comments on the proposed rule
Commission process and review your
change from interested persons.
comments more efficiently, please use
only one method. The Commission will I. Self-Regulatory Organization’s
post all comments on the Commission’s Statement of the Terms of Substance of
Internet Web site (https://www.sec.gov/
the Proposed Rule Change
rules/sro.shtml). Copies of the
The Exchange proposes to correct
submission, all subsequent
Rule 1080(m) to reflect the priority of
amendments, all written statements
routed orders that are not executed on
with respect to the proposed rule
the destination exchange, as described
change that are filed with the
further below.
Commission, and all written
The text of the proposed rule change
communications relating to the
is available on the Exchange’s Web site
proposed rule change between the
Commission and any person, other than at https://www.nasdaqtrader.com/
micro.aspx?id=PHLXRulefilings, at the
those that may be withheld from the
principal office of the Exchange, and at
public in accordance with the
the Commission’s Public Reference
provisions of 5 U.S.C. 552, will be
Room.
available for Web site viewing and
printing in the Commission’s Public
II. Self-Regulatory Organization’s
Reference Room, 100 F Street, NE.,
Statement of the Purpose of, and
Washington, DC 20549, on official
Statutory Basis for, the Proposed Rule
business days between the hours of
Change
10 a.m. and 3 p.m. Copies of the filing
In its filing with the Commission, the
also will be available for inspection and
Exchange included statements
copying at the principal office of the
concerning the purpose of and basis for
Exchange. All comments received will
the proposed rule change and discussed
be posted without change; the
any comments it received on the
Commission does not edit personal
proposed rule change. The text of these
identifying information from
statements may be examined at the
submissions. You should submit only
places specified in Item IV below. The
information that you wish to make
Exchange has prepared summaries, set
available publicly. All submissions
should refer to File Number SR–
9 17 CFR 200.30–3(a)(12).
NYSEArca–2011–41 and should be
1 15 U.S.C. 78s(b)(1).
submitted on or before August 2, 2011.
2 17 CFR 240.19b–4.
Paper Comments
PO 00000
Frm 00105
Fmt 4703
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E:\FR\FM\12JYN1.SGM
12JYN1
Agencies
[Federal Register Volume 76, Number 133 (Tuesday, July 12, 2011)]
[Notices]
[Pages 40974-40976]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-17427]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64820; File No. SR-NYSEArca-2011-41]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Equities Schedule of Fees and Charges for Exchange Services To
Introduce Two New Pricing Tiers, Step-Up Tier 1 and Step-Up Tier 2
July 6, 2011.
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 30, 2011, NYSE Arca, Inc. (the ``Exchange'' or ``NYSE
Arca'') 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.
---------------------------------------------------------------------------
\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 the NYSE Arca Equities Schedule of
Fees and Charges for Exchange Services (the ``Schedule'') to introduce
two new pricing tiers, Step-Up Tier 1 and Step-Up Tier 2. The text of
the proposed rule change is available at the Exchange, at https://www.nyse.com, at the Commission's Public Reference Room, and at the
Commission's Web site at https://www.sec.gov.
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 those statements may be examined at
[[Page 40975]]
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
Effective July 1, 2011, NYSE Arca proposes to introduce two new
pricing tier levels, Step-Up Tier 1 and Step-Up Tier 2.
Step-Up Tier 1 will allow members to earn a credit of $0.00295 per
share for executed orders that provide liquidity to the Book for Tape A
and Tape C securities and a credit of $0.0023 per share for executed
orders that provide liquidity to the Book for Tape B securities.
Additionally, such members will be charged a fee of $0.0028 per share
for orders that take liquidity from the Book for Tape B securities and
a fee of $0.0029 per share for orders routed outside the Book to any
away market centers for Tape B securities. Finally, such members also
will be charged a fee of $0.0023 per share for orders routed outside
the Book to the NYSE for Tape A securities. Step-Up Tier 2 will allow
members to earn a credit of $0.0029 per share for executed orders that
provide liquidity to the Book for Tape A and Tape C securities.
Additionally, such members will be charged a fee of $0.0028 per share
for orders that take liquidity from the Book for Tape B securities and
a fee of $0.0029 per share for orders routed outside the Book to any
away market centers for Tape B securities. Finally, such members also
will be charged a fee of $0.0023 per share for orders routed outside
the Book to the NYSE for Tape A securities. All other fees and credits
will be at the existing tiered and basic rates based on the members'
qualifying levels.
In order to qualify for the Step-Up Tier 1, a member on a daily
basis, measured monthly, must directly execute providing volume on NYSE
Arca in an amount that is an increase of no less than 0.15% of US
average daily consolidated share volume in Tape A, Tape B, Tape C
securities (``US ADV'') for that month over the member's average daily
providing volume in June 2011 (the ``Baseline Month''), subject to a
minimum increase of 15 million average daily providing shares. In order
to qualify for the Step-Up Tier 2, a member on a daily basis, measured
monthly, must directly execute providing volume on NYSE Arca in an
amount that is an increase of no less than 0.10% of US ADV for that
month over the member's average daily providing volume in the Baseline
Month, subject to a minimum increase of 10 million average daily
providing shares.
By way of example, if a member provided an average daily volume of
5 million shares in the Baseline Month, then to qualify for Step-Up
Tier 2 in a month where US ADV is 11 billion shares, that member would
need to increase its average daily provide by at least 11 million
shares, or 0.10% of that month's US ADV, for a total daily providing
average of at least 16 million shares. If that same member in that same
month increased its average daily provide by at least 16.5 million
shares, or 0.15% of that month's US ADV, for a total daily providing
average of at least 21.5 million shares, then that member would then
qualify for Step-Up Tier 1.
In addition, for both Step-Up Tier 1 and Step-Up Tier 2, those
members that did not directly provide volume to NYSE Arca in the
Baseline Month will be treated as having an Arca average daily
providing volume of zero for the Baseline Month. With respect to the
increased percentage of US ADV, the volume requirements to reach the
Step-Up Tiers pricing levels will adjust each calendar month based on
the US ADV for that given month. For purposes of clarification, US ADV
is equal to the volume reported by all exchanges and trade reporting
facilities to the Consolidated Tape Association (``CTA'') Plan for
Tapes A, B and C securities, however, US ADV does not include trades on
days when the market closes early.
Transactions that are not reported to the Consolidated Tape, such
as odd-lots and Crossing Session 2 transactions, are not included in US
ADV. The Exchange currently makes this data publicly available on a T +
1 basis from a link at https://www.nyxdata.com/US-and-European-Volumes.
The Exchange notes that members may be able to qualify for more
than one Tier in a given month, in such case, the most favorable rates
would apply. For example, if a member directly provided 8 million
average daily shares in the Baseline Month, and then increases the
average daily providing volume by 12 million shares to 20 million
shares in a subsequent month (where US ADV is 8 billion shares) and
such provided liquidity meets all the requirements of Investor Tier 2
as well as Step-up Tier 2, then such member would receive Investor Tier
2 credits of $.0030 per share for providing liquidity, and would be
charged Step-Up Tier 2 fees for taking liquidity and routing.
The goal of the Step-Up Tiers is to incentivize members to increase
the orders sent directly to NYSE Arca and therefore provide liquidity
that supports the quality of price discovery and promotes market
transparency. These Tiers would be expected to benefit members whose
increased order flow provides added levels of liquidity, but may not be
eligible for Tier 1, 2 and 3, or Investor Tier 1 and 2, thereby
contributing to the depth and market quality of the Book. Additionally,
a previous month baseline approach for rebates and fees has also been
adopted by NASDAQ Stock Market LLC and EDGX for liquidity providers.\3\
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\3\ See Securities Exchange Act Release No. 63628 (January 3,
2011), 76 FR 1201 (January 7, 2011); and Securities Exchange Act
Release No. 64632 (June 8, 2011), 76 FR 34792 (June 14, 2011). See
EDGX Exchange Fee Schedule, n. 1 at https://www.directedge.com/Membership/FeeSchedule/EDGXFeeSchedule.aspx.
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Securities Exchange Act of 1934
(the ``Act''),\4\ in general, and Section 6(b)(4) of the Act,\5\ in
particular, in that 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 proposal does not constitute an inequitable allocation of
fees, as all similarly situated member organizations and other market
participants will be charged the same amount and access to the
Exchange's market is offered on fair and non-discriminatory terms.
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\4\ 15 U.S.C. 78f(b).
\5\ 15 U.S.C. 78f(b)(4).
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NYSE Arca believes that the Step-Up Tiers are equitable because
they are open to all members on an equal basis and provide credits that
are reasonably related to the value to an exchange's market quality
associated with higher volumes. As stated above, the Exchange believes
that the Step-Up Tiers may incentivize members to increase the orders
sent directly to NYSE Arca and therefore provide liquidity that
supports the quality of price discovery and promotes market
transparency. Moreover, the addition of such Tiers would benefit
members whose increased order flow provides meaningful added levels of
liquidity, but may not be eligible for the current Tiers, thereby
contributing to the depth and market quality of the Book. In addition,
by offering two Step-Up Tiers the Exchange believes more members may
provide increased order flow and
[[Page 40976]]
more members will be eligible to receive the credits for such orders.
NYSE Arca also believes that the higher rebates would incent liquidity,
and such increased volume increases potential revenue to the Exchange,
allowing the Exchange to pass on the savings to members in the form of
a higher rebate. Similar to the Baseline Month approach, NASDAQ and
EDGX have established credits and fees which are based on increased
volumes from a previous month baseline.\6\
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\6\ See n.4 above.
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Finally, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing venues if they deem fee levels at a particular venue to be
excessive. In such an environment, the Exchange must continually adjust
its fees to remain competitive with other exchanges and with
alternative trading systems that have been exempted from compliance
with the statutory standards applicable to exchanges. The Exchange
believes that the proposed rule change reflects this competitive
environment because it will broaden the conditions under which members
may qualify for higher liquidity provider credits.
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
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \7\ of the Act and subparagraph (f)(2) of Rule 19b-
4 \8\ thereunder, because it establishes a due, fee, or other charge
imposed by the NYSE Arca.
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\7\ 15 U.S.C. 78s(b)(3)(A).
\8\ 17 CFR 240.19b-4(f)(2).
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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 rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2011-41 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-NYSEArca-2011-41. 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 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-
NYSEArca-2011-41 and should be submitted on or before August 2, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\9\
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\9\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-17427 Filed 7-11-11; 8:45 am]
BILLING CODE 8011-01-P