Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to the Rebates and Fees for Adding and Removing Liquidity in Select Symbols, 1532-1534 [2012-187]
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1532
Federal Register / Vol. 77, No. 6 / Tuesday, January 10, 2012 / Notices
product that will enhance competition
among market participants, to the
benefit of investors and the marketplace.
As noted above, the Exchange has in
place surveillance procedures relating to
trading in the Shares and may obtain
information via ISG from other
exchanges that are members of ISG or
with which the Exchange has entered
into a comprehensive surveillance
sharing agreement. In addition, as noted
above, investors will have ready access
to information regarding the Fund’s
holdings, IFV, and quotation and last
sale information for the Shares.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
mstockstill on DSK4VPTVN1PROD with NOTICES
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:
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2011–97. 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 Section, 100 F Street NE.,
Washington, DC 20549–1090, on official
business days between 10 a.m. and
3 p.m. Copies of the filing will also be
available for inspection and copying at
the NYSE’s principal office and on its
Internet Web site at www.nyse.com. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2011–97 and
should be submitted on or before
January 31, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.27
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–185 Filed 1–9–12; 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 email to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2011–97 on the
subject line.
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66100; File No. SR–Phlx–
2011–185]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to the
Rebates and Fees for Adding and
Removing Liquidity in Select Symbols
January 4, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1, and Rule 19b–4 thereunder,2
notice is hereby given that on December
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 proposes to amend the
Rebates and Fees for Adding and
Removing Liquidity in Select Symbols
in Section I, Part A of the Exchange’s
Fee Schedule.
While changes to the Fee Schedule
pursuant to this proposal are effective
upon filing, the Exchange has
designated these changes to be operative
on January 3, 2012.
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, 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.
1 15
27 17
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CFR 200.30–3(a)(12).
Frm 00080
Fmt 4703
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2 17
E:\FR\FM\10JAN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
10JAN1
Federal Register / Vol. 77, No. 6 / Tuesday, January 10, 2012 / Notices
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 amend Section I of the Fee
Schedule, entitled ‘‘Rebates and Fees for
Adding and Removing Liquidity in
Select Symbols,’’ at Part A, entitled
‘‘Single contra-side orders,’’ to amend
the Customer Fee for Removing
Liquidity to increase the fee in order to
recoup additional costs associated with
paying rebates to attract additional order
flow.
Currently, Section I of the Fee
Schedule, which applies to certain
select symbols,3 is comprised of a Part
1533
A, single contra-side order fees, and a
Part B, Complex Order fees.4 There are
currently several categories of market
participants: Customers, Directed
Participants,5 Specialists,6 Registered
Options Traders,7 SQTs,8 RSQTs,9
Broker-Dealers, Firms and
Professionals.10 Currently, the Exchange
pays the following Fees for Removing
Liquidity:
Customer
Directed
participant
Specialist,
ROT, SQT
and RSQT
Firm
Broker-dealer
Professional
Fee for Removing Liquidity ......................
$0.29
$0.35
$0.37
$0.45
$0.45
$0.45
The Exchange proposes to increase
the Customer Fee for Removing
Liquidity from $0.29 per contract to
$0.31 per contract. The Exchange is not
proposing to amend any other rebates or
fees in Section I.
While changes to the Fee Schedule
pursuant to this proposal are effective
upon filing, the Exchange has
designated these changes to be operative
on January 3, 2012.
The Exchange believes that its
proposal to amend its Fee Schedule is
consistent with Section 6(b) of the Act 11
in general, and furthers the objectives of
Section 6(b)(4) of the Act 12 in
particular, in that it is an equitable
allocation of reasonable fees and other
charges among Exchange members and
other persons using its facilities.
The Exchange believes that its
proposal to increase the Customer Fee
for Removing Liquidity is reasonable
because the Customer currently pays the
lowest Fee to Remove Liquidity and
would pay the lowest fee when
compared to other market participants
with this proposal. The Exchange is
filing this proposal to recoup costs
associated with paying Customers
rebates to attract order flow to the
Exchange.13 The Exchange believes that
offering such rebates incentivizes
Broker-Dealers to route Customer orders
to the Exchange, which in turn should
increase liquidity and benefit all market
participants.
The Exchange believes it is equitable
and not unfairly discriminatory to
increase the Customer Fee for Removing
Liquidity because, as mentioned,
compared to other participants the
Customer would pay the lowest Fee for
Removing Liquidity and the Customer
also receive the highest Rebate for
Adding Liquidity as compared to other
market participants.14 Also, the rebate is
within the range of fees assessed by
BATS Exchange, Inc. (‘‘BATS’’).15
The Exchange 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 Exchange believes that
the fees it charges and rebates it pays for
options overlying the various Select
Symbols remain competitive with fees
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.16 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
3 Select symbols shall be defined as options
overlying the following symbols: AA, AAPL, ABX,
AIG, ALL, AMD, AMR, AMZN, AXP, BAC, BRCD,
C, CAT, CIEN, CSCO, DELL, DIA, DRYS, EBAY, EK,
F, FAS, FAZ, FXI, GDX, GE, GLD, GLW, GS, HAL,
IBM, INTC, IWM, JPM, LVS, MGM, MSFT, MU,
NEM, NOK, NVDA, ORCL, PFE, PG, POT, QCOM,
QQQ, RIG, RIMM, RMBS, SBUX, SDS, SIRI, SKF,
SLV, SLW, SMH, SNDK, SPY, T, TBT, TZA, UAL,
UNG, USO, UUP, UYG, V, VALE, VXX, VZ, WYNN,
X, XLF, XOM, XOP, XRX and YHOO (‘‘Select
Symbols’’). These symbols are Multiply-Listed.
4 The Rebates and Fees for Adding and Removing
Liquidity in Select Symbols will continue to apply
only to electronic orders.
5 A Directed Participant is a Specialist, SQT, or
RSQT that executes a customer order that is
directed to them by an Order Flow Provider and is
executed electronically on PHLX XL II.
6 A Specialist is an Exchange member who is
registered as an options specialist pursuant to Rule
1020(a).
7 A Registered Options Trader (‘‘ROT’’) includes
a Streaming Quote Trader (‘‘SQT’’), a Remote
Streaming Quote Trader (‘‘RSQT’’) and a Non-SQT
ROT, which by definition is neither a SQT or a
RSQT. A ROT is defined in Exchange Rule 1014(b)
as a regular member or a foreign currency options
participant of the Exchange located on the trading
floor who has received permission from the
Exchange to trade in options for his own account.
See Exchange Rule 1014 (b)(i) and (ii).
8 An SQT is defined in Exchange Rule
1014(b)(ii)(A) as an ROT who has received
permission from the Exchange to generate and
submit option quotations electronically in options
to which such SQT is assigned.
9 An RSQT is defined Exchange Rule in
1014(b)(ii)(B) as an ROT that is a member or
member organization with no physical trading floor
presence who has received permission from the
Exchange to generate and submit option quotations
electronically in options to which such RSQT has
been assigned. An RSQT may only submit such
quotations electronically from off the floor of the
Exchange.
10 The Exchange defines a ‘‘professional’’ as any
person or entity that (i) is not a broker or dealer in
securities, and (ii) places more than 390 orders in
listed options per day on average during a calendar
month for its own beneficial account(s) (hereinafter
‘‘Professional’’).
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(4).
13 The Exchange recently increased the Rebate for
Adding Liquidity for Professionals. See Securities
Exchange Act Release No. 65940 (December 12,
2011), 76 FR 78322 (December 16, 2011) (SR–Phlx–
2011–162).
14 The Exchange recently filed a proposed rule
change to decrease the Professional Rebate for
Adding Liquidity for Single contra-side orders to
$0.23 per contract. The rule change was filed as
immediately effective with an operative date of
January 3, 2012. See SR–Phlx–2011–184.
15 See BATS’ (BZX) Exchange Fee Schedule (a
Customer pays either a $0.27 per contract or $0.30
per contract remove fee depending on average daily
volume).
16 15 U.S.C. 78s(b)(3)(A)(ii).
mstockstill on DSK4VPTVN1PROD with NOTICES
2. Statutory Basis
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and rebates charged/paid by other
venues and therefore continue to be
reasonable and equitably allocated to
those members that opt to direct orders
to the Exchange rather than competing
venues.
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.
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.
E:\FR\FM\10JAN1.SGM
10JAN1
1534
Federal Register / Vol. 77, No. 6 / Tuesday, January 10, 2012 / Notices
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:
mstockstill on DSK4VPTVN1PROD 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
No. SR–Phlx–2011–185 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–2011–185. 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
VerDate Mar<15>2010
18:28 Jan 09, 2012
Jkt 226001
information that you wish to make
available publicly. All submissions
should refer to File No. SR–Phlx–2011–
185 and should be submitted on or
before January 31, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–187 Filed 1–9–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66099; File No. SR–Phlx–
2011–184]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to the
Rebates and Fees for Adding and
Removing Liquidity in Select Symbols
January 4, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
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 proposes to amend the
Rebates and Fees for Adding and
Removing Liquidity in Select Symbols
in Section I, Part A of the Exchange’s
Fee Schedule.
While changes to the Fee Schedule
pursuant to this proposal are effective
upon filing, the Exchange has
designated these changes to be operative
on January 3, 2012.
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, and at
the Commission’s Public Reference
Room.
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Frm 00082
Fmt 4703
Sfmt 4703
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 amend Section I of the Fee
Schedule, entitled ‘‘Rebates and Fees for
Adding and Removing Liquidity in
Select Symbols,’’ at Part A, entitled
‘‘Single contra-side orders,’’ to amend
the Professional 3 Rebate for Adding
Liquidity in order to treat a Professional
similar to other non-customer market
participants for purposes of the rebate.
Currently, Section I of the Fee
Schedule, which applies to certain
select symbols,4 is comprised of a Part
A, single contra-side order fees, and a
Part B, Complex Order fees.5 There are
currently several categories of market
participants: Customers, Directed
Participants,6 Specialists,7 Registered
3 The Exchange defines a ‘‘professional’’ as any
person or entity that (i) is not a broker or dealer in
securities, and (ii) places more than 390 orders in
listed options per day on average during a calendar
month for its own beneficial account(s) (hereinafter
‘‘Professional’’).
4 Select symbols shall be defined as options
overlying the following symbols: AA, AAPL, ABX,
AIG, ALL, AMD, AMR, AMZN, AXP, BAC, BRCD,
C, CAT, CIEN, CSCO, DELL, DIA, DRYS, EBAY, EK,
F, FAS, FAZ, FXI, GDX, GE, GLD, GLW, GS, HAL,
IBM, INTC, IWM, JPM, LVS, MGM, MSFT, MU,
NEM, NOK, NVDA, ORCL, PFE, PG, POT, QCOM,
QQQ, RIG, RIMM, RMBS, SBUX, SDS, SIRI, SKF,
SLV, SLW, SMH, SNDK, SPY, T, TBT, TZA, UAL,
UNG, USO, UUP, UYG, V, VALE, VXX, VZ, WYNN,
X, XLF, XOM, XOP, XRX and YHOO (‘‘Select
Symbols’’). These symbols are Multiply-Listed.
5 The Rebates and Fees for Adding and Removing
Liquidity in Select Symbols will continue to apply
only to electronic orders.
6 A Directed Participant is a Specialist, SQT, or
RSQT that executes a customer order that is
directed to them by an Order Flow Provider and is
executed electronically on PHLX XL II.
7 A Specialist is an Exchange member who is
registered as an options specialist pursuant to Rule
1020(a).
E:\FR\FM\10JAN1.SGM
10JAN1
Agencies
[Federal Register Volume 77, Number 6 (Tuesday, January 10, 2012)]
[Notices]
[Pages 1532-1534]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-187]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-66100; File No. SR-Phlx-2011-185]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
the Rebates and Fees for Adding and Removing Liquidity in Select
Symbols
January 4, 2012.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\, and Rule 19b-4 thereunder,\2\ notice is hereby given
that on December 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 proposes to amend the Rebates and Fees for Adding and
Removing Liquidity in Select Symbols in Section I, Part A of the
Exchange's Fee Schedule.
While changes to the Fee Schedule pursuant to this proposal are
effective upon filing, the Exchange has designated these changes to be
operative on January 3, 2012.
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, 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.
[[Page 1533]]
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 amend Section I of
the Fee Schedule, entitled ``Rebates and Fees for Adding and Removing
Liquidity in Select Symbols,'' at Part A, entitled ``Single contra-side
orders,'' to amend the Customer Fee for Removing Liquidity to increase
the fee in order to recoup additional costs associated with paying
rebates to attract additional order flow.
Currently, Section I of the Fee Schedule, which applies to certain
select symbols,\3\ is comprised of a Part A, single contra-side order
fees, and a Part B, Complex Order fees.\4\ There are currently several
categories of market participants: Customers, Directed Participants,\5\
Specialists,\6\ Registered Options Traders,\7\ SQTs,\8\ RSQTs,\9\
Broker-Dealers, Firms and Professionals.\10\ Currently, the Exchange
pays the following Fees for Removing Liquidity:
---------------------------------------------------------------------------
\3\ Select symbols shall be defined as options overlying the
following symbols: AA, AAPL, ABX, AIG, ALL, AMD, AMR, AMZN, AXP,
BAC, BRCD, C, CAT, CIEN, CSCO, DELL, DIA, DRYS, EBAY, EK, F, FAS,
FAZ, FXI, GDX, GE, GLD, GLW, GS, HAL, IBM, INTC, IWM, JPM, LVS, MGM,
MSFT, MU, NEM, NOK, NVDA, ORCL, PFE, PG, POT, QCOM, QQQ, RIG, RIMM,
RMBS, SBUX, SDS, SIRI, SKF, SLV, SLW, SMH, SNDK, SPY, T, TBT, TZA,
UAL, UNG, USO, UUP, UYG, V, VALE, VXX, VZ, WYNN, X, XLF, XOM, XOP,
XRX and YHOO (``Select Symbols''). These symbols are Multiply-
Listed.
\4\ The Rebates and Fees for Adding and Removing Liquidity in
Select Symbols will continue to apply only to electronic orders.
\5\ A Directed Participant is a Specialist, SQT, or RSQT that
executes a customer order that is directed to them by an Order Flow
Provider and is executed electronically on PHLX XL II.
\6\ A Specialist is an Exchange member who is registered as an
options specialist pursuant to Rule 1020(a).
\7\ A Registered Options Trader (``ROT'') includes a Streaming
Quote Trader (``SQT''), a Remote Streaming Quote Trader (``RSQT'')
and a Non-SQT ROT, which by definition is neither a SQT or a RSQT. A
ROT is defined in Exchange Rule 1014(b) as a regular member or a
foreign currency options participant of the Exchange located on the
trading floor who has received permission from the Exchange to trade
in options for his own account. See Exchange Rule 1014 (b)(i) and
(ii).
\8\ An SQT is defined in Exchange Rule 1014(b)(ii)(A) as an ROT
who has received permission from the Exchange to generate and submit
option quotations electronically in options to which such SQT is
assigned.
\9\ An RSQT is defined Exchange Rule in 1014(b)(ii)(B) as an ROT
that is a member or member organization with no physical trading
floor presence who has received permission from the Exchange to
generate and submit option quotations electronically in options to
which such RSQT has been assigned. An RSQT may only submit such
quotations electronically from off the floor of the Exchange.
\10\ The Exchange defines a ``professional'' as any person or
entity that (i) is not a broker or dealer in securities, and (ii)
places more than 390 orders in listed options per day on average
during a calendar month for its own beneficial account(s)
(hereinafter ``Professional'').
--------------------------------------------------------------------------------------------------------------------------------------------------------
Specialist,
Customer Directed ROT, SQT and Firm Broker-dealer Professional
participant RSQT
--------------------------------------------------------------------------------------------------------------------------------------------------------
Fee for Removing Liquidity........................ $0.29 $0.35 $0.37 $0.45 $0.45 $0.45
--------------------------------------------------------------------------------------------------------------------------------------------------------
The Exchange proposes to increase the Customer Fee for Removing
Liquidity from $0.29 per contract to $0.31 per contract. The Exchange
is not proposing to amend any other rebates or fees in Section I.
While changes to the Fee Schedule pursuant to this proposal are
effective upon filing, the Exchange has designated these changes to be
operative on January 3, 2012.
2. Statutory Basis
The Exchange believes that its proposal to amend its Fee Schedule
is consistent with Section 6(b) of the Act \11\ in general, and
furthers the objectives of Section 6(b)(4) of the Act \12\ in
particular, in that it is an equitable allocation of reasonable fees
and other charges among Exchange members and other persons using its
facilities.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that its proposal to increase the Customer
Fee for Removing Liquidity is reasonable because the Customer currently
pays the lowest Fee to Remove Liquidity and would pay the lowest fee
when compared to other market participants with this proposal. The
Exchange is filing this proposal to recoup costs associated with paying
Customers rebates to attract order flow to the Exchange.\13\ The
Exchange believes that offering such rebates incentivizes Broker-
Dealers to route Customer orders to the Exchange, which in turn should
increase liquidity and benefit all market participants.
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\13\ The Exchange recently increased the Rebate for Adding
Liquidity for Professionals. See Securities Exchange Act Release No.
65940 (December 12, 2011), 76 FR 78322 (December 16, 2011) (SR-Phlx-
2011-162).
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The Exchange believes it is equitable and not unfairly
discriminatory to increase the Customer Fee for Removing Liquidity
because, as mentioned, compared to other participants the Customer
would pay the lowest Fee for Removing Liquidity and the Customer also
receive the highest Rebate for Adding Liquidity as compared to other
market participants.\14\ Also, the rebate is within the range of fees
assessed by BATS Exchange, Inc. (``BATS'').\15\
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\14\ The Exchange recently filed a proposed rule change to
decrease the Professional Rebate for Adding Liquidity for Single
contra-side orders to $0.23 per contract. The rule change was filed
as immediately effective with an operative date of January 3, 2012.
See SR-Phlx-2011-184.
\15\ See BATS' (BZX) Exchange Fee Schedule (a Customer pays
either a $0.27 per contract or $0.30 per contract remove fee
depending on average daily volume).
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The Exchange 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
Exchange believes that the fees it charges and rebates it pays for
options overlying the various Select Symbols remain competitive with
fees and rebates charged/paid by other venues and therefore continue to
be reasonable and equitably allocated to those members that opt to
direct orders to the Exchange rather than competing venues.
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.
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.\16\ At any time within 60 days of the
filing of the proposed rule change, the Commission summarily may
temporarily suspend
[[Page 1534]]
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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\16\ 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-2011-185 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-2011-185. 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-2011-185 and should be
submitted on or before January 31, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-187 Filed 1-9-12; 8:45 am]
BILLING CODE 8011-01-P