Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX LLC Relating to Routing Fees for PSX, 77048-77050 [2011-31599]
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77048
Federal Register / Vol. 76, No. 237 / Friday, December 9, 2011 / Notices
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 No. SR–Phlx-2011–
160 and should be submitted on or
before December 30, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–31603 Filed 12–8–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65885; File No. SR–
BSECC–2011–03]
Self-Regulatory Organizations; Boston
Stock Exchange Clearing Corporation;
Order Approving Proposed Rule
Change With Respect to an
Amendment to the By-Laws of The
NASDAQ OMX Group, Inc.
December 5, 2011.
I. Introduction
srobinson on DSK4SPTVN1PROD with NOTICES
On October 11, 2011, Boston Stock
Exchange Clearing Corporation
(‘‘BSECC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change SR–BSECC–
2011–03 pursuant to Section 19(b)(1) of
the Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder.
The proposed rule change was
published for comment in the Federal
Register on October 28, 2011.3 The
Commission received no comment
letters regarding the proposal. For the
reasons discussed below, the
Commission is granting approval of the
proposed rule change.
14 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Securities Exchange Act Release No. 34–65613
(October 24, 2011), 76 FR 67007 (October 28, 2011).
In its filing with the Commission, BSECC included
statements concerning the purpose of and basis for
the proposed rule change. The text of these
statements is incorporated into the discussion of the
proposed rule change in Section II below.
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18:35 Dec 08, 2011
Jkt 226001
II. Description
The rule change will permit an
amendment to the by-laws of BSECC’s
parent corporation, The NASDAQ OMX
Group, Inc. (‘‘NASDAQ OMX’’).
NASDAQ OMX is seeking to amend
provisions of its by-laws pertaining to
the composition of committees of the
NASDAQ OMX Board of Directors.
First, NASDAQ OMX is amending the
compositional requirements of its Audit
Committee in Section 4.13(g) to provide
that the committee shall include three
or more directors. Currently, the
provision provides that the Audit
Committee shall be composed of either
four or five directors. Second, NASDAQ
OMX is proposing to amend the
compositional requirements of the
Nominating & Governance Committee in
Section 4.13(h) to replace a requirement
that the committee comprise four or five
members with a requirement to include
two or more members. Third, NASDAQ
OMX proposes to delete a paragraph of
the by-laws (Section 4.13(k)) that
pertains to the qualifications of
committee members who are not
directors. Finally, NASDAQ OMX is
correcting a typographical error in the
numbering of the provisions of Section
4.13(h) of the by-laws.
III. Discussion
Section 19(b)(2)(B) of the Act directs
the Commission to approve a proposed
rule change of a self-regulatory
organization if it finds that such
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to such organization.4 In
particular, Section 17A(b)(3)(A) 5 of the
Act requires, among other things, that
the clearing agency be so organized and
have the capacity to facilitate the
prompt and accurate clearance and
settlement of securities transactions, to
safeguard the securities and funds
which are in the custody or control of
such clearing agency or for which it is
responsible, and to comply with the
provisions of the Act and the rules and
regulations thereunder.
The proposed change would allow the
NASDAQ OMX Board of Directors
(‘‘Board’’) to determine the size of its
Audit Committee, so long as the Audit
Committee includes at least three
directors, as well as the size of its
Nominating & Governance Committee,
so long as the Nominating & Governance
Committee includes at least two
directors. The proposal is intended to
provide greater flexibility to the
NASDAQ OMX Board to determine the
4 15
5 15
PO 00000
U.S.C. 78s(b)(2)(B).
U.S.C. 78q–1(b)(3)(A).
Frm 00115
Fmt 4703
Sfmt 4703
appropriate size for these committees.
The proposal does not change any other
compositional requirements of either
the Audit Committee or the Nominating
& Governance Committee, including
independence requirements. Moreover,
the Commission notes that the proposal
does not alter the application of Section
10A of the Exchange Act 6 and Rule
10A–3 thereunder 7 to the NASDAQ
OMX Audit Committee.
The proposal also deletes an obsolete
section from, and corrects a
typographical error in, the NASDAQ
OMX by-laws, which are clarifying
revisions. For the foregoing reasons, the
Commission believes that the proposed
rule change is consistent with the Act.
The proposal also deletes an obsolete
section from, and corrects a
typographical error in, the NASDAQ
OMX by-laws, which are clarifying
revisions.
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposal is
consistent with the requirements of the
Act and in particular with the
requirements of Section 17A of the Act
and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) 8 of the Act, that the
proposed rule change (File No. SR–
BSECC–2011–03) be, and hereby is,
approved.9
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–31601 Filed 12–8–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65883; File No. SR–Phlx–
2011–154]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change by NASDAQ
OMX PHLX LLC Relating to Routing
Fees for PSX
December 5, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
6 15
U.S.C. 78j–1.
CFR 240.10A–3.
8 15 U.S.C. 78s(b)(2).
9 In approving the proposed rule change, the
Commission considered the proposal’s impact on
efficiency, competition and capital formation. 15
U.S.C. 78c(f).
10 17 CFR 200.30–3(a)(12).
7 17
E:\FR\FM\09DEN1.SGM
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Federal Register / Vol. 76, No. 237 / Friday, December 9, 2011 / Notices
(‘‘Act’’) 1, and Rule 19b–4 thereunder,2
notice is hereby given that on November
22, 2011, NASDAQ OMX PHLX LLC
(‘‘PHLX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing a proposed rule
change to pricing for PHLX members
using the NASDAQ OMX PSX System.
The new pricing will take effect
immediately.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqtrader.com/
micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, on the
Commission’s Web site at https://
www.sec.gov/ 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 aspects of such
statements.
srobinson on DSK4SPTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
4 See
1. Purpose
The purpose of the proposed rule
change is to adopt fees applicable to the
new routing services on PSX. PHLX
recently adopted rules that allow it to
route orders to other trading venues for
execution.3 The different routing
strategies, PSTG, PSCN, PMOP, PTFY
and PCRT, are defined in PHLX Rule
3315. These routing strategies correlate
to some of the routing strategies of
NASDAQ, as explained below. PHLX
1 15
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Securities Exchange Act Release No. 65469
(October 3, 2011), 76 FR 62486 (October 7, 2011)
(SR–Phlx–2011–108).
VerDate Mar<15>2010
18:35 Dec 08, 2011
Jkt 226001
proposes to amend its fee schedule to
adopt fees for the execution of routed
orders, which are the same as or less
than NASDAQ’s, as explained below.
Respecting PSTG 4 and PSCN 5 orders,
the routing charge is $0.0027 per share
executed at venues other than NYSE
and $0.0023 per share executed at
NYSE. Respecting NASDAQ’s 6
comparable STGY and SCAN orders,7
this charge is the same for shares
executed on NYSE and less than what
NASDAQ charges for routed executions
at other venues in NASDAQ-listed
securities, NYSE-listed securities and
for securities listed on exchanges other
than NASDAQ or NYSE ($0.0030 per
share).8 The Exchange seeks to attract
users to its new routing program and
has accordingly determined to charge
$0.0027 per share rather than the
$0.0030 that NASDAQ charges for
orders executed at NASDAQ and other
venues. The Exchange currently charges
$0.0027 per share for executions on its
own market, so the Exchange believes
that it is reasonable and equitable, as
well as appropriate from a business
standpoint to charge the same for
executions on other markets in order to
attract business. The Exchange has
determined to charge the same $0.0023
per share that NASDAQ charges for
executions on the NYSE and believes it
could be successful attracting this
business at that price.
Respecting PMOP 9 orders, the charge
is $0.0025 per share executed at NYSE
and $0.0035 per share executed at
venues other than NYSE. This is the
same as what NASDAQ charges for its
comparable MOPP orders,10 which is,
following the format of the NASDAQ fee
schedule: (i) For NASDAQ-listed
securities, $0.0035 per share; 11 (ii) for
NYSE-listed securities, $0.0035 per
share executed at venues other than
NYSE or charge of $0.0025 per share
PHLX Rule 3315(a)(1)(A)(iii).
PHLX Rule 3315(a)(1)(A)(iv).
6 Similar to the fees proposed herein, NASDAQ
bases the charge on the type of routing strategy
employed and where the order was executed,
because routing fees are generally intended to
recoup the cost of routing the order to another
venue for execution. However, unlike PHLX,
NASDAQ also bases its routing fees on where the
security is listed. This is not a significant difference
because the proposed fees include a separate charge
for execution on the NYSE.
7 See NASDAQ Rule 4758(a)(1)(A)(iii) and (iv).
8 For NASDAQ-listed securities, there is no
separate, lower fee for orders executed at NYSE,
because NASDAQ-listed securities do not trade on
NYSE and thus would not route there.
9 See PHLX Rule 3315(a)(1)(A)(vi).
10 See NASDAQ Rule 4758(a)(1)(A)(vi).
11 For NASDAQ-listed securities, there is no
separate, lower fee for orders executed at NYSE,
because NASDAQ-listed securities do not trade on
NYSE and thus would not route there.
5 See
PO 00000
Frm 00116
Fmt 4703
Sfmt 4703
77049
executed at NYSE; and (iii) for securities
listed on exchanges other than
NASDAQ or NYSE, $0.0035 per share.
The Exchange has determined that this
is the appropriate charge to attract
PMOP orders.
Respecting PTFY 12 orders, the
routing charge is $0.0022 per share
executed at NYSE and $0.0005 per share
executed at venues other than NYSE,
NASDAQ or BX; for orders that execute
at BX, PHLX will give a credit of
$0.0014 per share and for orders that
execute at NASDAQ, PHLX will charge
$0.0027 per share executed. This is the
same as what NASDAQ charges for its
comparable TFTY orders,13 which is
$0.0022 per share executed at NYSE,
$0.0005 per share executed at venues
other than NYSE, BX or PSX, and a
credit of $0.0014 for orders that execute
at BX, except that NASDAQ has a pass
through of all fees assessed and rebates
offered by PSX for orders that execute
at PSX, which is akin to PSX’s basic
charge of $0.0027 per share on PSX and
lower than NASDAQ’s charge of
$0.0030. In order to attract additional
business to PSX, the fee for executions
resulting from orders routed to
NASDAQ from PSX is less than the
charge for removing liquidity directly
on NASDAQ.
Respecting PCRT 14 orders, for orders
that execute at BX, PHLX will give a
credit of $0.0014 per share and charge
$0.0027 for orders that execute at
NASDAQ.15 This is the same or less
than what NASDAQ charges for its
comparable CART orders,16 which is a
credit of $0.0014 for orders that execute
at BX (the same), respecting all
securities regardless of where they are
listed. NASDAQ generally charges
$0.0030 for removing liquidity from
NASDAQ and passes through fees
assessed and rebates offered by PSX for
orders that execute at PSX, which today
is a charge of $0.0027 per share. The
proposed PHLX charge of $0.0027 for
orders that execute at NASDAQ would
be the same as the PSX charge to remove
liquidity and less than NASDAQ’s
charge of $0.0030.
Respecting securities priced at less
than $1 executed at a venue other than
PHLX, PHLX proposes to adopt a charge
of 0.3% of the total transaction cost.
This is the same as what NASDAQ
charges for orders that route and execute
12 See
PHLX Rule 3315(a)(1)(A)(v).
NASDAQ Rule 4758(a)(1)(A)(v).
14 See PHLX Rule 3315(a)(1)(A)(vii).
15 PCRT orders can only execute on BX, PSX or
NASDAQ. See PHLX Rule 3315(a)(1)(A)(vii).
16 See NASDAQ Rule 4758(a)(1)(A)(xi).
13 See
E:\FR\FM\09DEN1.SGM
09DEN1
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Federal Register / Vol. 76, No. 237 / Friday, December 9, 2011 / Notices
at an away market,17 which the
Exchange believes is reasonable.
srobinson on DSK4SPTVN1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,18
in general, and with Sections 6(b)(4) of
the Act,19 in particular, in that it
provides for the equitable allocation of
reasonable dues, fees and other charges
among members and issuers and other
persons using any facility or system
which PHLX operates or controls. The
new routing fees are reasonable because
they seek to recoup the cost of the
execution on the other venue, which is
generally borne by the order router and,
ultimately, the routing exchange.
The proposed fees generally mimic
the routing fee structure in effect on
NASDAQ for some time.20 The
difference in the proposed routing fees
as compared to NASDAQ’s routing fees
is that PHLX is proposing to charge less
than NASDAQ ($0.0027 versus $0.0030
per share) for PSTG and PSCN orders
routed to markets other than the NYSE
(as compared to STGY and SCAN orders
on NASDAQ). The Exchange believes
that this difference is reasonable
because it is the same charge that is
applicable to orders executed on its own
market. Similarly, the proposed $0.0027
fee for PTFY and PCRT orders executed
on NASDAQ is the same charge that is
applicable to orders executed on PSX’s
own market.
The Exchange also believes that the
proposed routing fees are equitable. All
similarly situated members are subject
to the same fee structure, and access to
PHLX is offered on fair and nondiscriminatory terms; specifically, the
same routing fee, credit or pass through
fee applies to any participant and does
not differ based on user type (e.g.,
customer or broker-dealer).
Furthermore, the new routing fees are
reasonable and equitable in that the
decision to send routable orders and to
use PHLX as a router is entirely
voluntarily; members can avail
themselves of numerous other means of
directing orders to other venues,
including becoming members of those
markets or using any of a number of
competitive routing services offered by
other exchanges and brokers.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
17 See
NASDAQ Rule 7018(b).
18 15 U.S.C. 78f.
19 15 U.S.C. 78f(b)(4).
20 See NASDAQ Rule 7018.
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18:35 Dec 08, 2011
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. Because the
market for order execution and routing
is extremely competitive, members may
readily opt to disfavor PHLX’s execution
and routing services if they believe that
alternatives offer them better value. For
this reason and the reasons discussed in
connection with the statutory basis for
the proposed rule change, PHLX does
not believe that the proposed fees will
impair the ability of members or
competing order execution venues to
maintain their competitive standing in
the financial markets.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.21 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Jkt 226001
• 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
No. SR–Phlx–2011–154 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
PO 00000
U.S.C. 78s(b)(3)(A)(ii).
Frm 00117
Fmt 4703
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–31599 Filed 12–8–11; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF TRANSPORTATION
Office of the Secretary
Electronic Comments
21 15
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File No.
SR–Phlx–2011–154. 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 No. SR–Phlx–2011–
154 and should be submitted on or
before December 30, 2011.
Sfmt 4703
Notice of Applications for Certificates
of Public Convenience and Necessity
and Foreign Air Carrier Permits Filed
Under Subpart B (Formerly Subpart Q)
During the Week Ending November 19,
2011
The following Applications for
Certificates of Public Convenience and
Necessity and Foreign Air Carrier
Permits were filed under Subpart B
(formerly Subpart Q) of the Department
of Transportation’s Procedural
22 17
E:\FR\FM\09DEN1.SGM
CFR 200.30–3(a)(12).
09DEN1
Agencies
[Federal Register Volume 76, Number 237 (Friday, December 9, 2011)]
[Notices]
[Pages 77048-77050]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-31599]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65883; File No. SR-Phlx-2011-154]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change by NASDAQ
OMX PHLX LLC Relating to Routing Fees for PSX
December 5, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
[[Page 77049]]
(``Act'') \1\, and Rule 19b-4 thereunder,\2\ notice is hereby given
that on November 22, 2011, NASDAQ OMX PHLX LLC (``PHLX'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``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 is filing a proposed rule change to pricing for PHLX
members using the NASDAQ OMX PSX System. The new pricing will take
effect immediately.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqtrader.com/micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, on the Commission's Web site at
https://www.sec.gov/ 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 aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to adopt fees applicable
to the new routing services on PSX. PHLX recently adopted rules that
allow it to route orders to other trading venues for execution.\3\ The
different routing strategies, PSTG, PSCN, PMOP, PTFY and PCRT, are
defined in PHLX Rule 3315. These routing strategies correlate to some
of the routing strategies of NASDAQ, as explained below. PHLX proposes
to amend its fee schedule to adopt fees for the execution of routed
orders, which are the same as or less than NASDAQ's, as explained
below.
---------------------------------------------------------------------------
\3\ Securities Exchange Act Release No. 65469 (October 3, 2011),
76 FR 62486 (October 7, 2011) (SR-Phlx-2011-108).
---------------------------------------------------------------------------
Respecting PSTG \4\ and PSCN \5\ orders, the routing charge is
$0.0027 per share executed at venues other than NYSE and $0.0023 per
share executed at NYSE. Respecting NASDAQ's \6\ comparable STGY and
SCAN orders,\7\ this charge is the same for shares executed on NYSE and
less than what NASDAQ charges for routed executions at other venues in
NASDAQ-listed securities, NYSE-listed securities and for securities
listed on exchanges other than NASDAQ or NYSE ($0.0030 per share).\8\
The Exchange seeks to attract users to its new routing program and has
accordingly determined to charge $0.0027 per share rather than the
$0.0030 that NASDAQ charges for orders executed at NASDAQ and other
venues. The Exchange currently charges $0.0027 per share for executions
on its own market, so the Exchange believes that it is reasonable and
equitable, as well as appropriate from a business standpoint to charge
the same for executions on other markets in order to attract business.
The Exchange has determined to charge the same $0.0023 per share that
NASDAQ charges for executions on the NYSE and believes it could be
successful attracting this business at that price.
---------------------------------------------------------------------------
\4\ See PHLX Rule 3315(a)(1)(A)(iii).
\5\ See PHLX Rule 3315(a)(1)(A)(iv).
\6\ Similar to the fees proposed herein, NASDAQ bases the charge
on the type of routing strategy employed and where the order was
executed, because routing fees are generally intended to recoup the
cost of routing the order to another venue for execution. However,
unlike PHLX, NASDAQ also bases its routing fees on where the
security is listed. This is not a significant difference because the
proposed fees include a separate charge for execution on the NYSE.
\7\ See NASDAQ Rule 4758(a)(1)(A)(iii) and (iv).
\8\ For NASDAQ-listed securities, there is no separate, lower
fee for orders executed at NYSE, because NASDAQ-listed securities do
not trade on NYSE and thus would not route there.
---------------------------------------------------------------------------
Respecting PMOP \9\ orders, the charge is $0.0025 per share
executed at NYSE and $0.0035 per share executed at venues other than
NYSE. This is the same as what NASDAQ charges for its comparable MOPP
orders,\10\ which is, following the format of the NASDAQ fee schedule:
(i) For NASDAQ-listed securities, $0.0035 per share; \11\ (ii) for
NYSE-listed securities, $0.0035 per share executed at venues other than
NYSE or charge of $0.0025 per share executed at NYSE; and (iii) for
securities listed on exchanges other than NASDAQ or NYSE, $0.0035 per
share. The Exchange has determined that this is the appropriate charge
to attract PMOP orders.
---------------------------------------------------------------------------
\9\ See PHLX Rule 3315(a)(1)(A)(vi).
\10\ See NASDAQ Rule 4758(a)(1)(A)(vi).
\11\ For NASDAQ-listed securities, there is no separate, lower
fee for orders executed at NYSE, because NASDAQ-listed securities do
not trade on NYSE and thus would not route there.
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Respecting PTFY \12\ orders, the routing charge is $0.0022 per
share executed at NYSE and $0.0005 per share executed at venues other
than NYSE, NASDAQ or BX; for orders that execute at BX, PHLX will give
a credit of $0.0014 per share and for orders that execute at NASDAQ,
PHLX will charge $0.0027 per share executed. This is the same as what
NASDAQ charges for its comparable TFTY orders,\13\ which is $0.0022 per
share executed at NYSE, $0.0005 per share executed at venues other than
NYSE, BX or PSX, and a credit of $0.0014 for orders that execute at BX,
except that NASDAQ has a pass through of all fees assessed and rebates
offered by PSX for orders that execute at PSX, which is akin to PSX's
basic charge of $0.0027 per share on PSX and lower than NASDAQ's charge
of $0.0030. In order to attract additional business to PSX, the fee for
executions resulting from orders routed to NASDAQ from PSX is less than
the charge for removing liquidity directly on NASDAQ.
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\12\ See PHLX Rule 3315(a)(1)(A)(v).
\13\ See NASDAQ Rule 4758(a)(1)(A)(v).
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Respecting PCRT \14\ orders, for orders that execute at BX, PHLX
will give a credit of $0.0014 per share and charge $0.0027 for orders
that execute at NASDAQ.\15\ This is the same or less than what NASDAQ
charges for its comparable CART orders,\16\ which is a credit of
$0.0014 for orders that execute at BX (the same), respecting all
securities regardless of where they are listed. NASDAQ generally
charges $0.0030 for removing liquidity from NASDAQ and passes through
fees assessed and rebates offered by PSX for orders that execute at
PSX, which today is a charge of $0.0027 per share. The proposed PHLX
charge of $0.0027 for orders that execute at NASDAQ would be the same
as the PSX charge to remove liquidity and less than NASDAQ's charge of
$0.0030.
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\14\ See PHLX Rule 3315(a)(1)(A)(vii).
\15\ PCRT orders can only execute on BX, PSX or NASDAQ. See PHLX
Rule 3315(a)(1)(A)(vii).
\16\ See NASDAQ Rule 4758(a)(1)(A)(xi).
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Respecting securities priced at less than $1 executed at a venue
other than PHLX, PHLX proposes to adopt a charge of 0.3% of the total
transaction cost. This is the same as what NASDAQ charges for orders
that route and execute
[[Page 77050]]
at an away market,\17\ which the Exchange believes is reasonable.
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\17\ See NASDAQ Rule 7018(b).
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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 Act,\18\ in general, and with
Sections 6(b)(4) of the Act,\19\ in particular, in that it provides for
the equitable allocation of reasonable dues, fees and other charges
among members and issuers and other persons using any facility or
system which PHLX operates or controls. The new routing fees are
reasonable because they seek to recoup the cost of the execution on the
other venue, which is generally borne by the order router and,
ultimately, the routing exchange.
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\18\ 15 U.S.C. 78f.
\19\ 15 U.S.C. 78f(b)(4).
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The proposed fees generally mimic the routing fee structure in
effect on NASDAQ for some time.\20\ The difference in the proposed
routing fees as compared to NASDAQ's routing fees is that PHLX is
proposing to charge less than NASDAQ ($0.0027 versus $0.0030 per share)
for PSTG and PSCN orders routed to markets other than the NYSE (as
compared to STGY and SCAN orders on NASDAQ). The Exchange believes that
this difference is reasonable because it is the same charge that is
applicable to orders executed on its own market. Similarly, the
proposed $0.0027 fee for PTFY and PCRT orders executed on NASDAQ is the
same charge that is applicable to orders executed on PSX's own market.
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\20\ See NASDAQ Rule 7018.
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The Exchange also believes that the proposed routing fees are
equitable. All similarly situated members are subject to the same fee
structure, and access to PHLX is offered on fair and non-discriminatory
terms; specifically, the same routing fee, credit or pass through fee
applies to any participant and does not differ based on user type
(e.g., customer or broker-dealer).
Furthermore, the new routing fees are reasonable and equitable in
that the decision to send routable orders and to use PHLX as a router
is entirely voluntarily; members can avail themselves of numerous other
means of directing orders to other venues, including becoming members
of those markets or using any of a number of competitive routing
services offered by other exchanges and brokers.
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 not necessary or appropriate in
furtherance of the purposes of the Act. Because the market for order
execution and routing is extremely competitive, members may readily opt
to disfavor PHLX's execution and routing services if they believe that
alternatives offer them better value. For this reason and the reasons
discussed in connection with the statutory basis for the proposed rule
change, PHLX does not believe that the proposed fees will impair the
ability of members or competing order execution venues to maintain
their competitive standing in the financial markets.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\21\ At any time within 60 days of the
filing of the proposed rule change, the Commission summarily may
temporarily suspend such rule change if it appears to the Commission
that such action is necessary or appropriate in the public interest,
for the protection of investors, or otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\21\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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 No. SR-Phlx-2011-154 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 No. SR-Phlx-2011-154. 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 No. SR-Phlx-2011-154 and should be
submitted on or before December 30, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
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\22\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2011-31599 Filed 12-8-11; 8:45 am]
BILLING CODE 8011-01-P