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, 70202-70204 [2011-29107]
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70202
Federal Register / Vol. 76, No. 218 / Thursday, November 10, 2011 / Notices
to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change 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.13
Kevin M. O’Neill,
Deputy Secretary.
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.
[FR Doc. 2011–29109 Filed 11–9–11; 8:45 am]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–65685; File No. SR–EDGA–
2011–36]
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2011–146 on the
subject line.
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
Paper Comments
November 4, 2011.
jlentini on DSK4TPTVN1PROD with NOTICES
• 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–NASDAQ–2011–146. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10 a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NASDAQ–2011–146 and should be
submitted on or before December 1,
2011.
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16:38 Nov 09, 2011
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Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
31, 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
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
13 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 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.
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
Purpose
The Exchange proposes to increase its
charge for customer internalization on
Flag 5 from $0.0001 per share, per side,
to $0.00015 per share per side, to move
in lockstep with the proposed maker/
taker fee spread of $0.0003, which was
implemented in the October 1, 2011 fee
schedule, where the Exchange
decreased its rebate from $0.0005 per
share to $0.0004 per share for adding
liquidity and increased its charge from
$0.0006 per share to $0.0007 per share
for removing liquidity. The increase in
the charge for Flag 5 corresponds to the
Exchange’s increase in its charge for
customer internalization in Flag E from
$0.0001 per share, per side (prior to
October 1, 2011) to $0.00015 per share
per side on October 1, 2011.
The Exchange proposes to add a new
tier that provides if a Member, on a
daily basis, measured monthly, posts
more than 0.25% of the Total
Consolidated Volume 4 (‘‘TCV’’) in
average daily volume and removes more
than 0.25% of TCV in average daily
volume, then the Member will receive a
rebate of $0.0005 per share. This
amendment is reflected in the language
in footnote 4 of the Exchange’s fee
schedule. The new tier will also apply
to Flags B, V, Y, 3 and 4, as these flags
have a footnote 4 appended to them.
The Exchange also proposes to
decrease the charge assessed for a
Directed Intermarket Sweep Order 5
(‘‘Directed ISO’’) from $0.0033 per share
to $0.0032 per share, which is reflected
in Flag S of the Exchange’s fee schedule.
The Exchange proposes to implement
these amendments to its fee schedule on
November 1, 2011.
Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the
Exchange Act,6 in general, and furthers
the objectives of Section 6(b)(4),7 in
particular, as it is designed to provide
4 TCV is defined as volume reported by all
exchanges and trade reporting facilities to the
consolidated transaction reporting plans for Tapes
A, B and C securities for the month prior to the
month in which the fees are calculated.
5 See Exchange Rule 11.5(d)(2).
6 15 U.S.C. 78f.
7 15 U.S.C. 78f(b)(4).
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Federal Register / Vol. 76, No. 218 / Thursday, November 10, 2011 / Notices
jlentini on DSK4TPTVN1PROD with NOTICES
for the equitable allocation of reasonable
dues, fees and other charges among its
members and other persons using its
facilities.
The Exchange proposes to increase its
charge for customer internalization in
Flag 5 from $0.0001 per share, per side,
to $0.00015 per share per side. This
increase will enable the charge on Flag
5 to move in lockstep with the
Exchange’s October 1, 2011 decrease in
its rebate from $0.0005 per share to
$0.0004 per share for adding liquidity
and increase in its charge from $0.0006
to $0.0007 per share for removing
liquidity. The latter amendments to the
Exchange’s fee schedule were designed
to allow the Exchange to compete with
other market centers.8 In addition, the
increase in the charge for Flag 5
corresponds to the Exchange’s increase
in its charge for customer
internalization in Flag E from $0.0001
per share, per side, to $0.00015 per
share per side on its October 1, 2011, fee
schedule. The increased revenue to the
Exchange from the rate increase would
allow the Exchange to have additional
revenue to offset administrative and
infrastructure costs. The Exchange
believes that the proposed rate is nondiscriminatory in that it applies
uniformly to all Members.
The Exchange’s proposal to amend its
fee schedule to create a tier to provide
an increased rebate of $0.0005 per share
if Members post more than 0.25% of the
TCV in average daily volume and
remove more than 0.25% of TCV in
average daily volume is designed to
incentivize Members to both add and
remove liquidity from EDGA.
The potential increase in volume from
the new tier 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 rebate 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. Such
increased volume increases potential
8 In its October 2011 fee filing, the Exchange
stated that the proposed maker/taker fee spread of
$0.0002 or $0.0003, depending on if a tier is met
(see footnote 4), was reasonable as the proposed
maker/taker spread was competitive with other
market centers maker/taker spreads (BATS BZX
Exchange, 0–$0.0004 per share), Nasdaq OMX PSX
($.0001–$.0003 per share), and Nasdaq BX
($0.0001–$0.0013) per share).
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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 a rebate of
$0.0005 per share. The Exchange
believes that the proposed rebate is
nondiscriminatory in that it applies
uniformly to all Members.
Currently, there is a tier on EDGA’s
fee schedule that provides a rebate of
$0.0005 per share where a Member, on
a daily basis, measured monthly, posts
more than 1% of the TCV in average
daily volume. Based on average TCV for
September 2011 (8.5 billion), in order to
a Member to qualify for a rebate of
$0.0005 per share under this criteria, the
Member would have to post 85 million
shares.
Another way to qualify for a rebate of
$0.0005 per share, as proposed in this
filing, would be for the Member, based
on average TCV for September 2011 (8.5
billion), to add more than 22,000,000
shares and remove more than
22,000,000 shares. The Exchange
believes that adding an additional way
to qualify for the $0.0005 rebate per
share represents an equitable allocation
of reasonable dues, fees, and other
charges since other exchanges offer
similar rebates for adding and removing
different amounts of liquidity based on
the inherent value of said activity to
their exchange. Likewise, the Exchange
values Members that post more than
0.25% of TCV in average daily volume
and remove more than 0.25% of TCV in
average daily volume similar to
Members that post more than 1% of
TCV in average daily volume. The
Exchange believes that adding another
means to qualify for the tiered rebate
incentivizes adders and removers of
liquidity as well as just adders of
liquidity and the practice of offering
tiers to attract removers of liquidity to
an exchange has become commonplace
throughout the equities markets.9
The Exchange believes that the
proposed decrease in the rate for
Directed ISOs from $0.0033 per share to
$0.0032 per share represents an
equitable allocation of reasonable dues,
fees, and other charges. The Exchange
believes that this decreased fee to
Members would provide an incentive
for Members to provide liquidity that
supports the quality of price discovery
and promotes market transparency.
Such increased volume also 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 a lower fee. The
fee is reasonable when compared to
other market centers’ fees for Directed
ISOs, including, BATS that charges a fee
of $0.0033 per share and NASDAQ that
charges a fee of $0.0035 per share for
routing Directed ISOs.10 The Exchange
believes that the proposed rate is nondiscriminatory in that it applies
uniformly to all Members.
The Exchange also 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
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 equitable and nondiscriminatory 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.
9 See NASDAQ’s price list where NASDAQ offers
a rebate of $0.00295 per share for members adding
greater than 1.0% and adding and removing greater
than 200,000 total contracts on the NASDAQ
Options Market, and NASDAQ offers a rebate of
$0.0029 per share for members adding greater than
0.15% and adding and removing greater than
115,000 total contracts on the NASDAQ Options
Market. In addition, NASDAQ also offers a rebate
of $0.0029 per share for members adding a
minimum of 2 million shares per day and removing
greater than 0.65%. NASDAQ also offers a rebate of
$0.0025 per share for members that add a minimum
of 2 million shares per day and remove greater than
0.45%. See also https://www.nasdaqtrader.com/
Trader.aspx?id=PriceListTrading2. See also the
BATS Exchange Fee schedule where BATS offers a
rebate of $0.0029 per share for adding displayed
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.
PO 00000
Frm 00097
Fmt 4703
Sfmt 4703
B. Self-Regulatory Organization’s
Statement on Burden on Competition
liquidity for members who have an ADV equal to
or greater than 1.0% of average TCV, where ADV
means average daily volume calculated as the
number of shares added or removed, combined, per
day on a monthly basis. See also https://
www.batstrading.com/resources/regulation/
rule_book/BZX_Fee_Schedule.pdf.
10 Id.
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70204
Federal Register / Vol. 76, No. 218 / Thursday, November 10, 2011 / Notices
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 11 and Rule 19b–4(f)(2) 12
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:
jlentini on DSK4TPTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–EDGA–2011–36 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–2011–36. This file
number should be included on the
subject line if email 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–EDGA–
2011–36 and should be submitted on or
before December 1, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–29107 Filed 11–9–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65683; File No. SR–EDGX–
2011–34]
Self-Regulatory Organizations; EDGX
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Amendments
to the EDGX Exchange, Inc. Fee
Schedule
November 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 October
31, 2011, the EDGX Exchange, Inc. (the
‘‘Exchange’’ or the ‘‘EDGX’’) 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.
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
11 15
U.S.C. 78s(b)(3)(A).
12 17 CFR 19b–4(f)(2).
VerDate Mar<15>2010
16:38 Nov 09, 2011
1 15
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PO 00000
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Fmt 4703
Sfmt 4703
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 EDGX Rule
15.1(a) and (c). All of the changes
described herein are applicable to EDGX
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.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
Purpose
The Exchange proposes to decrease
the charge assessed for a Directed
Intermarket Sweep Order 4 (‘‘Directed
ISO’’) from $0.0033 per share to $0.0032
per share, which is reflected in Flag S
of the Exchange’s fee schedule.
The Exchange proposes to correct an
administrative error by appending
footnote 1 to the H Flag on the
Exchange’s fee schedule. The H flag was
added on October 1, 2011,5 and is
another flag that adds liquidity on
EDGX. Currently, the flags that add
liquidity on EDGX and count towards
the tiers identified in footnote 1 are B,
V, Y, 3, 4, and MM.
The Exchange proposes to implement
these amendments to its fee schedule on
November 1, 2011.
Basis
The Exchange believes that the
proposed rule changes are consistent
with the objectives of Section 6 of the
Exchange Act,6 in general, and furthers
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.
4 See Exchange Rule 11.5(d)(2).
5 See Securities Exchange Act Release No. 65541
(October 12, 2011), 76 FR 64409 (October 18, 2011)
(SR–EDGX–2011–31).
6 15 U.S.C. 78f.
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Agencies
[Federal Register Volume 76, Number 218 (Thursday, November 10, 2011)]
[Notices]
[Pages 70202-70204]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-29107]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65685; File No. SR-EDGA-2011-36]
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
November 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 October 31, 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
Purpose
The Exchange proposes to increase its charge for customer
internalization on Flag 5 from $0.0001 per share, per side, to $0.00015
per share per side, to move in lockstep with the proposed maker/taker
fee spread of $0.0003, which was implemented in the October 1, 2011 fee
schedule, where the Exchange decreased its rebate from $0.0005 per
share to $0.0004 per share for adding liquidity and increased its
charge from $0.0006 per share to $0.0007 per share for removing
liquidity. The increase in the charge for Flag 5 corresponds to the
Exchange's increase in its charge for customer internalization in Flag
E from $0.0001 per share, per side (prior to October 1, 2011) to
$0.00015 per share per side on October 1, 2011.
The Exchange proposes to add a new tier that provides if a Member,
on a daily basis, measured monthly, posts more than 0.25% of the Total
Consolidated Volume \4\ (``TCV'') in average daily volume and removes
more than 0.25% of TCV in average daily volume, then the Member will
receive a rebate of $0.0005 per share. This amendment is reflected in
the language in footnote 4 of the Exchange's fee schedule. The new tier
will also apply to Flags B, V, Y, 3 and 4, as these flags have a
footnote 4 appended to them.
---------------------------------------------------------------------------
\4\ TCV is defined as volume reported by all exchanges and trade
reporting facilities to the consolidated transaction reporting plans
for Tapes A, B and C securities for the month prior to the month in
which the fees are calculated.
---------------------------------------------------------------------------
The Exchange also proposes to decrease the charge assessed for a
Directed Intermarket Sweep Order \5\ (``Directed ISO'') from $0.0033
per share to $0.0032 per share, which is reflected in Flag S of the
Exchange's fee schedule.
---------------------------------------------------------------------------
\5\ See Exchange Rule 11.5(d)(2).
---------------------------------------------------------------------------
The Exchange proposes to implement these amendments to its fee
schedule on November 1, 2011.
Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6 of the Exchange Act,\6\ in general,
and furthers the objectives of Section 6(b)(4),\7\ in particular, as it
is designed to provide
[[Page 70203]]
for the equitable allocation of reasonable dues, fees and other charges
among its members and other persons using its facilities.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f.
\7\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The Exchange proposes to increase its charge for customer
internalization in Flag 5 from $0.0001 per share, per side, to $0.00015
per share per side. This increase will enable the charge on Flag 5 to
move in lockstep with the Exchange's October 1, 2011 decrease in its
rebate from $0.0005 per share to $0.0004 per share for adding liquidity
and increase in its charge from $0.0006 to $0.0007 per share for
removing liquidity. The latter amendments to the Exchange's fee
schedule were designed to allow the Exchange to compete with other
market centers.\8\ In addition, the increase in the charge for Flag 5
corresponds to the Exchange's increase in its charge for customer
internalization in Flag E from $0.0001 per share, per side, to $0.00015
per share per side on its October 1, 2011, fee schedule. The increased
revenue to the Exchange from the rate increase would allow the Exchange
to have additional revenue to offset administrative and infrastructure
costs. The Exchange believes that the proposed rate is non-
discriminatory in that it applies uniformly to all Members.
---------------------------------------------------------------------------
\8\ In its October 2011 fee filing, the Exchange stated that the
proposed maker/taker fee spread of $0.0002 or $0.0003, depending on
if a tier is met (see footnote 4), was reasonable as the proposed
maker/taker spread was competitive with other market centers maker/
taker spreads (BATS BZX Exchange, 0-$0.0004 per share), Nasdaq OMX
PSX ($.0001-$.0003 per share), and Nasdaq BX ($0.0001-$0.0013) per
share).
---------------------------------------------------------------------------
The Exchange's proposal to amend its fee schedule to create a tier
to provide an increased rebate of $0.0005 per share if Members post
more than 0.25% of the TCV in average daily volume and remove more than
0.25% of TCV in average daily volume is designed to incentivize Members
to both add and remove liquidity from EDGA.
The potential increase in volume from the new tier 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 rebate 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. 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 a rebate of $0.0005 per share.
The Exchange believes that the proposed rebate is nondiscriminatory in
that it applies uniformly to all Members.
Currently, there is a tier on EDGA's fee schedule that provides a
rebate of $0.0005 per share where a Member, on a daily basis, measured
monthly, posts more than 1% of the TCV in average daily volume. Based
on average TCV for September 2011 (8.5 billion), in order to a Member
to qualify for a rebate of $0.0005 per share under this criteria, the
Member would have to post 85 million shares.
Another way to qualify for a rebate of $0.0005 per share, as
proposed in this filing, would be for the Member, based on average TCV
for September 2011 (8.5 billion), to add more than 22,000,000 shares
and remove more than 22,000,000 shares. The Exchange believes that
adding an additional way to qualify for the $0.0005 rebate per share
represents an equitable allocation of reasonable dues, fees, and other
charges since other exchanges offer similar rebates for adding and
removing different amounts of liquidity based on the inherent value of
said activity to their exchange. Likewise, the Exchange values Members
that post more than 0.25% of TCV in average daily volume and remove
more than 0.25% of TCV in average daily volume similar to Members that
post more than 1% of TCV in average daily volume. The Exchange believes
that adding another means to qualify for the tiered rebate incentivizes
adders and removers of liquidity as well as just adders of liquidity
and the practice of offering tiers to attract removers of liquidity to
an exchange has become commonplace throughout the equities markets.\9\
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\9\ See NASDAQ's price list where NASDAQ offers a rebate of
$0.00295 per share for members adding greater than 1.0% and adding
and removing greater than 200,000 total contracts on the NASDAQ
Options Market, and NASDAQ offers a rebate of $0.0029 per share for
members adding greater than 0.15% and adding and removing greater
than 115,000 total contracts on the NASDAQ Options Market. In
addition, NASDAQ also offers a rebate of $0.0029 per share for
members adding a minimum of 2 million shares per day and removing
greater than 0.65%. NASDAQ also offers a rebate of $0.0025 per share
for members that add a minimum of 2 million shares per day and
remove greater than 0.45%. See also https://www.nasdaqtrader.com/Trader.aspx?id=PriceListTrading2. See also the BATS Exchange Fee
schedule where BATS offers a rebate of $0.0029 per share for adding
displayed liquidity for members who have an ADV equal to or greater
than 1.0% of average TCV, where ADV means average daily volume
calculated as the number of shares added or removed, combined, per
day on a monthly basis. See also https://www.batstrading.com/resources/regulation/rule_book/BZX_Fee_Schedule.pdf.
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The Exchange believes that the proposed decrease in the rate for
Directed ISOs from $0.0033 per share to $0.0032 per share represents an
equitable allocation of reasonable dues, fees, and other charges. The
Exchange believes that this decreased fee to Members would provide an
incentive for Members to provide liquidity that supports the quality of
price discovery and promotes market transparency. Such increased volume
also 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 a lower fee. The fee is reasonable when compared
to other market centers' fees for Directed ISOs, including, BATS that
charges a fee of $0.0033 per share and NASDAQ that charges a fee of
$0.0035 per share for routing Directed ISOs.\10\ The Exchange believes
that the proposed rate is non-discriminatory in that it applies
uniformly to all Members.
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\10\ Id.
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The Exchange also 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 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
equitable and 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.
[[Page 70204]]
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 \11\ and Rule 19b-4(f)(2) \12\ 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.
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 19b-4(f)(2).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-EDGA-2011-36 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-2011-36. This file
number should be included on the subject line if email 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-EDGA-2011-36 and should be
submitted on or before December 1, 2011.
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\13\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2011-29107 Filed 11-9-11; 8:45 am]
BILLING CODE 8011-01-P