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., 41541-41543 [2011-17692]
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Federal Register / Vol. 76, No. 135 / Thursday, July 14, 2011 / Notices
particular, the Commission finds that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,16 which
requires, among other things, that the
Exchange’s rules be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
The Commission notes that the
proposed rule change will enable
member organizations to expand the
types of activities that can be conducted
from booth premises to include
transactions in certain OTCBB and OTC
Markets securities for the member
organization’s own account, the account
of an associated person, or an account
with respect to which they or an
associated person thereof exercise
investment discretion. At the same time,
the proposal excludes such transactions
in an OTC Security that is related to a
security listed or traded on the
Exchange or on NYSE. In addition, the
Commission notes that the proposed
proprietary transactions in OTC
Securities would remain subject to the
registration, audit trail, and supervision
requirements of NYSE Amex Equities
Rule 70.40.17 This includes the
requirement to adopt and implement
comprehensive written procedures
governing the conduct and supervision
of proprietary trading in OTC Securities
handled through the booth and the staff
responsible for such activities. These
procedures must be reasonably designed
to ensure that member organizations are
not effecting transactions from booth
premises in OTC Securities that are
related to securities listed or traded on
the Exchange or NYSE.18
The primary reason for the earlier
restriction on proprietary trading by
Floor Brokers was concern that the
Floor Broker’s knowledge of events on
the floor and the state of the market
would provide him with an unfair
advantage over off-floor market
participants. However, in light of the
proposed rule’s restriction on trading
OTC Securities that are related to a
security listed or traded on the
Exchange or NYSE, the Commission
believes that the opportunities for
members to trade on non-public
information will be appropriately
minimized or eliminated.
In addition to written procedures, the
member organization must have a
supervisory system in place to produce
records sufficient to reconstruct, in a
time-sequenced manner, all orders with
respect to trading from booth premises
and must be able to demonstrate which
OTC Security transactions were effected
from the booth premises. Furthermore,
as noted above, to the extent that a
member organization has already
obtained approval to operate booth
premises under NYSE Amex Equities
Rule 70.40, it would still be required to
update its written procedures to address
proprietary trading in OTC Securities
and obtain NYSER approval under
NYSE Amex Equities Rule 70.40(7).19
In light of the foregoing requirements,
which provide for appropriate
limitations on and oversight of
proprietary trading by Exchange
members from their approved booth
premises adjacent to the floor, the
Commission finds that the proposed
rule change is consistent with the Act.
IV. Conclusion
It Is Therefore Ordered, pursuant to
Section 19(b)(2) of the Act,20 that the
proposed rule change (SR–NYSEAmex–
2011–34) be, and it hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17690 Filed 7–13–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64846; File No. SR–BYX–
2011–013]
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.
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 July 1,
2011, BATS Y-Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BYX’’) 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 Exchange. The
Exchange has designated the proposed
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PO 00000
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
fee schedule applicable to Members 5 of
the Exchange pursuant to BYX Rules
15.1(a) and (c). Changes to the fee
schedule pursuant to this proposal will
be effective upon filing.
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
Statutory Basis for, the Proposed Rule
Change
Notice. See also supra note 12.
U.S.C. 78s(b)(2).
21 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
The Exchange proposes to modify its
fee schedule applicable to use of the
Exchange effective July 1, 2011, in order
to: (i) Decrease the standard rebate to
remove liquidity from the Exchange; (ii)
modify the tiered pricing structure
applicable to adding displayed liquidity
to the Exchange’s order book; (iii) adopt
a fee for non-displayed orders that add
liquidity to the Exchange and receive
price improvement when executed; (iv)
increase the standard routing fee for the
CYCLE, RECYCLE, Parallel D and
19 See
20 15
U.S.C. 78f(b)(5).
17 See Notice, supra note 3.
18 See id.
rule change as one establishing or
changing a member due, fee, or other
charge imposed by the Exchange under
Section 19(b)(3)(A)(ii) of the Act 3 and
Rule 19b–4(f)(2) thereunder,4 which
renders the proposed rule change
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
1. Purpose
July 8, 2011.
16 15
41541
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Fmt 4703
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3 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
5 A Member is any registered broker or dealer that
has been admitted to membership in the Exchange.
4 17
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Federal Register / Vol. 76, No. 135 / Thursday, July 14, 2011 / Notices
Parallel 2D routing strategies; 6 and (v)
make other modifications to certain
other non-standard routing options and
strategies.
(i) Decrease to Standard Rebate for
Removing Liquidity
The Exchange proposes to reduce the
rebate that it provides for orders that
remove liquidity from the Exchange
from $0.0003 per share to $0.0002 per
share. Consistent with the current rebate
to remove liquidity, the rebate per share
for executions that remove liquidity
from the Exchange will not apply to
executions that remove liquidity in
securities priced under $1.00 per share.
The fee for such executions will remain
at 0.10% of the total dollar value of the
execution. Similarly, as is currently the
case for adding liquidity to the
Exchange, there will be no liquidity
rebate for adding liquidity in securities
priced under $1.00 per share.
wreier-aviles on DSKGBLS3C1PROD with NOTICES
(ii) Changes to Tiered Fee Structure for
Adding Liquidity
The Exchange currently maintains a
tiered pricing structure for adding
displayed liquidity in securities priced
$1.00 and above that allows Members to
add liquidity free of charge to the extent
such liquidity sets the national best bid
or offer (the ‘‘NBBO Setter Program’’).
The NBBO Setter Program is applicable
to a Member’s orders so long as the
Member submitting the order achieves
the applicable average daily volume
(‘‘ADV’’) requirement of at least 0.1% of
the total consolidated volume (‘‘TCV’’)
during the month. All other executions
resulting from liquidity added by a
Member are subject to a fee of $0.0002
per share. The Exchange proposes to
increase this standard fee to add
liquidity from $0.0002 per share to
$0.0003 per share and to adopt a fee to
add liquidity under the NBBO Setter
Program. Specifically, the Exchange
proposes to charge $0.0002 per share for
Member executions under the NBBO
Setter Program, which will continue to
be available for Members with an ADV
of at least 0.1% of TCV during the
month. The Exchange does not propose
to modify either the volume level
required to meet the NBBO Setter
Program or its existing definitions of
ADV or TCV in connection with this
change.
(iii) Fee for Non-Displayed Price
Improved Orders
defined in BYX Rule 11.13.
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(iv) Increase to Fee for Standard Best
Execution Routing Strategies
The Exchange proposes to modify the
fee charged by the Exchange for its
CYCLE, RECYCLE, Parallel D and
Parallel 2D routing strategies from
$0.0026 per share to $0.0028 per share.
To be consistent with this change, the
Exchange proposes to charge 0.28%,
rather than 0.26%, 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
these strategies.
(v) Other Modifications to Non-Standard
Routing Rates
Various market centers, including the
Exchange’s affiliate, BATS Exchange,
Inc. (‘‘BZX’’), are implementing certain
pricing changes effective July 1, 2011.
The Exchange proposes various changes
to its routing strategies in connection
with such changes so that fees charged
and rebates provided reflect a direct
pass-through of the fee charged or rebate
received when routing directly to such
market centers. For instance, the
Exchange’s affiliate, BZX, is increasing
the fee charged for shares removed from
BZX from $0.0028 per share to $0.0029
per share. Accordingly, the Exchange
proposes to modify its Destination
Specific Order 13 to BZX, as well as its
7 As
defined in BYX Rule 11.9(c)(8).
defined in BYX Rule 11.9(c)(9).
9 As defined in BYX Rule 11.9(c)(11).
10 As defined in BYX Rule 11.9(c)(1).
11 As defined in BYX Rule 11.9(c)(10).
12 See Securities Exchange Act Release No. 64753
(June 27, 2011) (SR–BYX–2011–009).
13 As defined in BYX Rule 11.9(c)(12).
8 As
As defined on the Exchange’s current
fee schedule, ‘‘non-displayed liquidity’’
includes liquidity resulting from all
6 As
forms of Pegged Orders,7 Mid-Point Peg
Orders,8 and Non-Displayed Orders,9
but does not include liquidity resulting
from Reserve Orders 10 or Discretionary
Orders.11 The Exchange currently
charges $0.0010 per share for nondisplayed orders that add liquidity to
and are executed on the Exchange. The
Exchange recently received approval of
a rule to allow non-displayed orders
that are not executable at their most
aggressive price to be executed at onehalf minimum price variation less
aggressive than that price.12
Accordingly, such non-displayed orders
will receive price improvement upon
execution. Because such orders will
receive price improvement, the
Exchange proposes to execute the orders
subject to a fee of $0.0030 per share. The
Exchange believes that price
improvement received for executions of
non-displayed orders will offset the
additional fee charged by the Exchange
for such orders.
PO 00000
Frm 00095
Fmt 4703
Sfmt 4703
TRIM 14 and SLIM 15 routing strategies
with respect to any executions at BZX,
to charge a fee of $0.0029 per share. The
Exchange also proposes to modify its
TRIM routing strategy to reflect the
exact rate paid or assessed for
executions at NASDAQ BX and EDGA
Exchange, respectively. The Exchange
currently identifies both of these venues
as ‘‘low priced venues’’ and the
Exchange does not charge or rebate its
Members for orders routed to and
executed by such venues. As proposed,
the Exchange will pass on rebates that
are paid by these venues in full.
Specifically, the Exchange proposes to
rebate $0.0014 per share for TRIM
routed orders executed at NASDAQ BX,
as this is the same rate paid by
NASDAQ BX and is thus a direct passthrough. Similarly, the Exchange
proposes to rebate $0.00015 per share
for TRIM routed orders executed at
EDGA Exchange, as this is, again, a
direct pass-through of the rebate
provided by EDGA Exchange.
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.16
Specifically, the Exchange believes that
the proposed rule change is consistent
with Section 6(b)(4) of the Act,17 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 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.
The changes to Exchange execution
fees and rebates proposed by this filing
are intended to attract order flow to the
Exchange by continuing to offer
competitive pricing while also allowing
the Exchange to continue to offer
incentives to providing aggressively
priced displayed liquidity. While
Members that remove liquidity from the
Exchange, add liquidity to the Exchange
and/or route orders through the
Exchange’s standard routing strategies
will be paying higher fees or receiving
lower rebates due to the proposal, the
increased revenue received by the
14 As
defined in BYX Rule 11.13(a)(3)(G).
defined in BYX Rule 11.13(a)(3)(H).
16 15 U.S.C. 78f.
17 15 U.S.C. 78f(b)(4).
15 As
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wreier-aviles on DSKGBLS3C1PROD with NOTICES
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Exchange will be used to continue to
fund programs that the Exchange
believes will attract additional liquidity
and thus improve the depth of liquidity
available on the Exchange.
The Exchange believes that basing its
tiered rebate structure on overall TCV,
rather than a static number irrespective
of overall volume in the securities
industry, is a fair and equitable
approach to pricing. Volume-based tiers
such as the liquidity rebate tiers offered
by the Exchange have been widely
adopted in the equities markets, and are
equitable and not unreasonably
discriminatory because they are open to
all members on an equal basis and
provide rebates 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
process. Accordingly, the Exchange
believes that the proposal is not
unreasonably discriminatory because it
is consistent with the overall goals of
enhancing market quality.
Despite the decrease in rebate for all
Members, the Exchange believes that its
proposed fee structure is fair and
equitable as the Exchange’s standard
rebate to remove liquidity still remains
higher than standard rebates paid by at
least one other market center with a
similar fee structure, EDGA Exchange
($0.00015 per share).
Also, the Exchange’s proposed NBBO
Setter liquidity adding fee of $0.0002
per share and standard displayed
liquidity adding fee of $0.0003 per share
still remain approximately the same as
one other market center that imposes a
fee to add liquidity, EDGA Exchange
($0.00025 charge per share). The
Exchange’s proposed fees for adding
liquidity are also significantly lower
than the standard liquidity adding fees
of NASDAQ OMX BX ($0.0018 charge
per share). Additionally, the Exchange
believes that the NBBO Setter Program
will continue to incentivize the entry of
more aggressive orders that will create
tighter spreads, benefitting both
Members and public investors. To the
extent the proposed changes will result
in increased fees charged to Members,
the Exchange believes that any
additional revenue it receives will allow
the Exchange to devote additional
capital to its operations and to continue
to offer competitive pricing, which, in
turn, will benefit Members of the
Exchange.
The Exchange believes that the
additional fee for executions of nondisplayed orders that receive price
improvement is appropriate because the
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Jkt 223001
price improvement received will offset
the change in the fee structure for such
orders. The Exchange does not want to
overly incentivize hidden liquidity, as
this would be contrary to the goals of
this proposal. Finally, the Exchange
believes that the proposed changes to
the Exchange’s non-standard routing
fees and strategies are competitive, fair
and reasonable, and non-discriminatory
in that they are designed to mirror the
cost and/or rebate applicable to the
execution if such routed orders were
executed directly by the Member at each
away market.
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
No written comments were solicited
or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A)(ii) of
the Act 18 and Rule 19b–4(f)(2)
thereunder,19 the Exchange has
designated this proposal as establishing
or changing a due, fee, or other charge
applicable to the Exchange’s Members
and non-members, which renders the
proposed rule change effective upon
filing.
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:
Number SR–BYX–2011–013 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–2011–013. 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
will also 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 No. SR–BYX–2011–
013 and should be submitted on or
before August 4, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–17692 Filed 7–13–11; 8:45 am]
BILLING CODE 8011–01–P
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
PO 00000
18 15
19 17
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
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20 17
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CFR 200.30–3(a)(12).
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Agencies
[Federal Register Volume 76, Number 135 (Thursday, July 14, 2011)]
[Notices]
[Pages 41541-41543]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-17692]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64846; File No. SR-BYX-2011-013]
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.
July 8, 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 July 1, 2011, BATS Y-Exchange, Inc. (the ``Exchange'' or
``BYX'') 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 Exchange. The
Exchange has designated the proposed rule change as one establishing or
changing a member due, fee, or other charge imposed by the Exchange
under Section 19(b)(3)(A)(ii) of the Act \3\ and Rule 19b-4(f)(2)
thereunder,\4\ which renders the proposed rule change effective upon
filing with the Commission. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the fee schedule applicable to
Members \5\ of the Exchange pursuant to BYX Rules 15.1(a) and (c).
Changes to the fee schedule pursuant to this proposal will be effective
upon filing.
---------------------------------------------------------------------------
\5\ A Member is any registered broker or dealer that has been
admitted to membership in the Exchange.
---------------------------------------------------------------------------
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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to modify its fee schedule applicable to use
of the Exchange effective July 1, 2011, in order to: (i) Decrease the
standard rebate to remove liquidity from the Exchange; (ii) modify the
tiered pricing structure applicable to adding displayed liquidity to
the Exchange's order book; (iii) adopt a fee for non-displayed orders
that add liquidity to the Exchange and receive price improvement when
executed; (iv) increase the standard routing fee for the CYCLE,
RECYCLE, Parallel D and
[[Page 41542]]
Parallel 2D routing strategies; \6\ and (v) make other modifications to
certain other non-standard routing options and strategies.
---------------------------------------------------------------------------
\6\ As defined in BYX Rule 11.13.
---------------------------------------------------------------------------
(i) Decrease to Standard Rebate for Removing Liquidity
The Exchange proposes to reduce the rebate that it provides for
orders that remove liquidity from the Exchange from $0.0003 per share
to $0.0002 per share. Consistent with the current rebate to remove
liquidity, the rebate per share for executions that remove liquidity
from the Exchange will not apply to executions that remove liquidity in
securities priced under $1.00 per share. The fee for such executions
will remain at 0.10% of the total dollar value of the execution.
Similarly, as is currently the case for adding liquidity to the
Exchange, there will be no liquidity rebate for adding liquidity in
securities priced under $1.00 per share.
(ii) Changes to Tiered Fee Structure for Adding Liquidity
The Exchange currently maintains a tiered pricing structure for
adding displayed liquidity in securities priced $1.00 and above that
allows Members to add liquidity free of charge to the extent such
liquidity sets the national best bid or offer (the ``NBBO Setter
Program''). The NBBO Setter Program is applicable to a Member's orders
so long as the Member submitting the order achieves the applicable
average daily volume (``ADV'') requirement of at least 0.1% of the
total consolidated volume (``TCV'') during the month. All other
executions resulting from liquidity added by a Member are subject to a
fee of $0.0002 per share. The Exchange proposes to increase this
standard fee to add liquidity from $0.0002 per share to $0.0003 per
share and to adopt a fee to add liquidity under the NBBO Setter
Program. Specifically, the Exchange proposes to charge $0.0002 per
share for Member executions under the NBBO Setter Program, which will
continue to be available for Members with an ADV of at least 0.1% of
TCV during the month. The Exchange does not propose to modify either
the volume level required to meet the NBBO Setter Program or its
existing definitions of ADV or TCV in connection with this change.
(iii) Fee for Non-Displayed Price Improved Orders
As defined on the Exchange's current fee schedule, ``non-displayed
liquidity'' includes liquidity resulting from all forms of Pegged
Orders,\7\ Mid-Point Peg Orders,\8\ and Non-Displayed Orders,\9\ but
does not include liquidity resulting from Reserve Orders \10\ or
Discretionary Orders.\11\ The Exchange currently charges $0.0010 per
share for non-displayed orders that add liquidity to and are executed
on the Exchange. The Exchange recently received approval of a rule to
allow non-displayed orders that are not executable at their most
aggressive price to be executed at one-half minimum price variation
less aggressive than that price.\12\ Accordingly, such non-displayed
orders will receive price improvement upon execution. Because such
orders will receive price improvement, the Exchange proposes to execute
the orders subject to a fee of $0.0030 per share. The Exchange believes
that price improvement received for executions of non-displayed orders
will offset the additional fee charged by the Exchange for such orders.
---------------------------------------------------------------------------
\7\ As defined in BYX Rule 11.9(c)(8).
\8\ As defined in BYX Rule 11.9(c)(9).
\9\ As defined in BYX Rule 11.9(c)(11).
\10\ As defined in BYX Rule 11.9(c)(1).
\11\ As defined in BYX Rule 11.9(c)(10).
\12\ See Securities Exchange Act Release No. 64753 (June 27,
2011) (SR-BYX-2011-009).
---------------------------------------------------------------------------
(iv) Increase to Fee for Standard Best Execution Routing Strategies
The Exchange proposes to modify the fee charged by the Exchange for
its CYCLE, RECYCLE, Parallel D and Parallel 2D routing strategies from
$0.0026 per share to $0.0028 per share. To be consistent with this
change, the Exchange proposes to charge 0.28%, rather than 0.26%, 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 these
strategies.
(v) Other Modifications to Non-Standard Routing Rates
Various market centers, including the Exchange's affiliate, BATS
Exchange, Inc. (``BZX''), are implementing certain pricing changes
effective July 1, 2011. The Exchange proposes various changes to its
routing strategies in connection with such changes so that fees charged
and rebates provided reflect a direct pass-through of the fee charged
or rebate received when routing directly to such market centers. For
instance, the Exchange's affiliate, BZX, is increasing the fee charged
for shares removed from BZX from $0.0028 per share to $0.0029 per
share. Accordingly, the Exchange proposes to modify its Destination
Specific Order \13\ to BZX, as well as its TRIM \14\ and SLIM \15\
routing strategies with respect to any executions at BZX, to charge a
fee of $0.0029 per share. The Exchange also proposes to modify its TRIM
routing strategy to reflect the exact rate paid or assessed for
executions at NASDAQ BX and EDGA Exchange, respectively. The Exchange
currently identifies both of these venues as ``low priced venues'' and
the Exchange does not charge or rebate its Members for orders routed to
and executed by such venues. As proposed, the Exchange will pass on
rebates that are paid by these venues in full. Specifically, the
Exchange proposes to rebate $0.0014 per share for TRIM routed orders
executed at NASDAQ BX, as this is the same rate paid by NASDAQ BX and
is thus a direct pass-through. Similarly, the Exchange proposes to
rebate $0.00015 per share for TRIM routed orders executed at EDGA
Exchange, as this is, again, a direct pass-through of the rebate
provided by EDGA Exchange.
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\13\ As defined in BYX Rule 11.9(c)(12).
\14\ As defined in BYX Rule 11.13(a)(3)(G).
\15\ As defined in BYX Rule 11.13(a)(3)(H).
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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.\16\
Specifically, the Exchange believes that the proposed rule change is
consistent with Section 6(b)(4) of the Act,\17\ 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 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.
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\16\ 15 U.S.C. 78f.
\17\ 15 U.S.C. 78f(b)(4).
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The changes to Exchange execution fees and rebates proposed by this
filing are intended to attract order flow to the Exchange by continuing
to offer competitive pricing while also allowing the Exchange to
continue to offer incentives to providing aggressively priced displayed
liquidity. While Members that remove liquidity from the Exchange, add
liquidity to the Exchange and/or route orders through the Exchange's
standard routing strategies will be paying higher fees or receiving
lower rebates due to the proposal, the increased revenue received by
the
[[Page 41543]]
Exchange will be used to continue to fund programs that the Exchange
believes will attract additional liquidity and thus improve the depth
of liquidity available on the Exchange.
The Exchange believes that basing its tiered rebate structure on
overall TCV, rather than a static number irrespective of overall volume
in the securities industry, is a fair and equitable approach to
pricing. Volume-based tiers such as the liquidity rebate tiers offered
by the Exchange have been widely adopted in the equities markets, and
are equitable and not unreasonably discriminatory because they are open
to all members on an equal basis and provide rebates 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 process. Accordingly, the Exchange
believes that the proposal is not unreasonably discriminatory because
it is consistent with the overall goals of enhancing market quality.
Despite the decrease in rebate for all Members, the Exchange
believes that its proposed fee structure is fair and equitable as the
Exchange's standard rebate to remove liquidity still remains higher
than standard rebates paid by at least one other market center with a
similar fee structure, EDGA Exchange ($0.00015 per share).
Also, the Exchange's proposed NBBO Setter liquidity adding fee of
$0.0002 per share and standard displayed liquidity adding fee of
$0.0003 per share still remain approximately the same as one other
market center that imposes a fee to add liquidity, EDGA Exchange
($0.00025 charge per share). The Exchange's proposed fees for adding
liquidity are also significantly lower than the standard liquidity
adding fees of NASDAQ OMX BX ($0.0018 charge per share). Additionally,
the Exchange believes that the NBBO Setter Program will continue to
incentivize the entry of more aggressive orders that will create
tighter spreads, benefitting both Members and public investors. To the
extent the proposed changes will result in increased fees charged to
Members, the Exchange believes that any additional revenue it receives
will allow the Exchange to devote additional capital to its operations
and to continue to offer competitive pricing, which, in turn, will
benefit Members of the Exchange.
The Exchange believes that the additional fee for executions of
non-displayed orders that receive price improvement is appropriate
because the price improvement received will offset the change in the
fee structure for such orders. The Exchange does not want to overly
incentivize hidden liquidity, as this would be contrary to the goals of
this proposal. Finally, the Exchange believes that the proposed changes
to the Exchange's non-standard routing fees and strategies are
competitive, fair and reasonable, and non-discriminatory in that they
are designed to mirror the cost and/or rebate applicable to the
execution if such routed orders were executed directly by the Member at
each away market.
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
No written comments were solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A)(ii) of the Act \18\ and Rule 19b-
4(f)(2) thereunder,\19\ the Exchange has designated this proposal as
establishing or changing a due, fee, or other charge applicable to the
Exchange's Members and non-members, which renders the proposed rule
change effective upon filing.
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\18\ 15 U.S.C. 78s(b)(3)(A)(ii).
\19\ 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-2011-013 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-2011-013. 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 will also 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 No. SR-BYX-2011-013 and should be
submitted on or before August 4, 2011.
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\20\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-17692 Filed 7-13-11; 8:45 am]
BILLING CODE 8011-01-P