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, 7225-7227 [2012-3095]
Download as PDF
srobinson on DSK4SPTVN1PROD with NOTICES
Federal Register / Vol. 77, No. 28 / Friday, February 10, 2012 / Notices
access to the current portfolio
composition of the Funds through the
Funds’ Web site and/or at the
Exchange’s Web site. In addition, the
Commission notes that Standard &
Poor’s is not a broker-dealer, is not
affiliated with a broker-dealer, and has
implemented procedures designed to
prevent the use and dissemination of
material, non-public information
regarding the Index and Sub-Indexes.
Lastly, the Exchange states that it has a
general policy prohibiting the
distribution of material, non-public
information by its employees, and
trading of the Shares will be subject to
NYSE Arca Equities Rule 8.200,
Commentary .02(e), which sets forth
certain restrictions on ETP Holders 26
acting as registered Market Makers 27 in
Trust Issued Receipts to facilitate
surveillance.
The Exchange has represented that
the Shares are deemed to be equity
securities, thus rendering trading in the
Shares subject to the Exchange’s
existing rules governing the trading of
equity securities. In support of this
proposal, the Exchange has made
representations, including:
(1) The Funds will be subject to the
criteria in NYSE Arca Equities Rule
8.200 and Commentary .02 thereto for
initial and continued listing of the
Shares.
(2) The Exchange has appropriate
rules to facilitate transactions in the
Shares during all trading sessions.
(3) The Exchange’s surveillance
procedures applicable to derivative
products, including Trust Issued
Receipts, are adequate to properly
monitor Exchange trading of the Shares
in all trading sessions and to deter and
detect violations of Exchange rules and
applicable federal securities laws.
(4) The Exchange can obtain market
surveillance information, including
customer identity information, with
respect to transactions occurring on the
Futures Exchanges, all of which are
members of the Intermarket
Surveillance Group (‘‘ISG’’). For
components traded on exchanges, not
more than 10% of the weight of a
Fund’s portfolio in the aggregate shall
consist of components whose principal
trading market is not a member of ISG
or is a market with which the Exchange
does not have a comprehensive
surveillance sharing agreement.
(5) Prior to the commencement of
trading, the Exchange will inform its
ETP Holders in an Information Bulletin
26 See NYSE Arca Equities Rule 1.1(n) (defining
ETP Holder).
27 See NYSE Arca Equities Rule 1.1(u) (defining
Market Maker).
VerDate Mar<15>2010
21:29 Feb 09, 2012
Jkt 226001
of the special characteristics and risks
associated with trading the Shares.
Specifically, the Information Bulletin
will discuss the following: (a) The risks
involved in trading the Shares during
the Opening and Late Trading Sessions
when an updated IOPV will not be
calculated or publicly disseminated, as
well as during the Core Trading Session
when the IOPV may be based in part on
static underlying values; (b) the
procedures for purchases and
redemptions of Shares in Creation
Baskets and Redemption Baskets (and
that Shares are not individually
redeemable); (c) NYSE Arca Equities
Rule 9.2(a), which imposes a duty of
due diligence on its ETP Holders to
learn the essential facts relating to every
customer prior to trading the Shares; (d)
how information regarding the IOPV is
disseminated; (e) the requirement that
ETP Holders deliver a prospectus to
investors purchasing newly issued
Shares prior to or concurrently with the
confirmation of a transaction; and (f)
trading information.
(6) The anticipated minimum number
of Shares for each Fund to be
outstanding at the start of trading will
be 100,000 Shares.
(7) For the initial and continued
listing of the Shares, the Funds must be
in compliance with NYSE Arca Equities
Rule 5.3 and Rule 10A–3 under the
Act.28
(8) The Exchange will obtain a
representation (prior to listing the
Shares of each Fund) from the Trust that
the NAV per Share will be calculated
daily and made available to all market
participants at the same time.
This approval order is based on the
Exchange’s representations.29
For the foregoing reasons, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act 30 and the rules and
regulations thereunder applicable to a
national securities exchange.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,31 that the
28 17
CFR 240.10A–3.
Commission notes that it does not regulate
the market for futures in which the Fund plans to
take positions, which is the responsibility of the
Commodity Futures Trading Commission (‘‘CFTC’’).
The CFTC has the authority to set limits on the
positions that any person may take in futures. These
limits may be directly set by the CFTC or by the
markets on which the futures are traded. The
Commission has no role in establishing position
limits on futures, even though such limits could
impact an exchange-traded product that is under
the jurisdiction of the Commission.
30 15 U.S.C. 78f(b)(5).
31 15 U.S.C. 78s(b)(2).
29 The
PO 00000
Frm 00111
Fmt 4703
Sfmt 4703
7225
proposed rule change (SR–NYSEArca–
2011–94) be, and it hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.32
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–3152 Filed 2–9–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66335; File No. SR–EDGA–
2012–03]
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
February 6, 2012.
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 January
31, 2012, 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, at the Exchange’s
principal office, and at the Public
Reference Room of the Commission.
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,
32 17
CFR 200.30–3(a)(12).
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.
1 15
E:\FR\FM\10FEN1.SGM
10FEN1
7226
Federal Register / Vol. 77, No. 28 / Friday, February 10, 2012 / Notices
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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
srobinson on DSK4SPTVN1PROD with NOTICES
In SR–EDGA–2011–40,4 the Exchange
amended several routing options
contained in Rule 11.9(b)(3) to allow
Users 5 more discretion if shares remain
unexecuted after routing. In particular,
Rule 11.9(b)(3) was amended to provide
that Users may elect that any remainder
of an order be posted to the EDGX
Exchange, Inc. (‘‘EDGX’’) for any of the
routing options listed in the rule, except
those listed.6 As a result of this
amendment, the Exchange proposes to
make a corresponding amendment to
Flag P of its fee schedule. The subject
amendment provides a rebate of $0.0027
per share for any order that after passing
through EDGA and other destinations
adds liquidity to EDGX (including
during the Pre-Opening Session 7 and
Post-Closing Sessions) 8 and yields Flag
P. This would occur as a result of the
Member’s order using any of the routing
strategies listed in Rule 11.9(b)(3) where
the residual of the order posts to EDGX.9
As a result of this change, the
Exchange proposes to revise the
description on the Flag P to broaden its
applicability to several routing
strategies, instead of just an EDGAoriginated ROUC routing strategy. The
Flag P is thus proposed to state ‘‘Adds
liquidity on EDGX, including pre & post
market.’’
The Exchange proposes to implement
this amendment to its fee schedule on
February 1, 2012.
4 See Securities Exchange Act Release No. 66231
(January 24, 2012), 77 FR 4605 (January 30, 2012).
5 As defined in Rule 1.5(cc) [sic].
6 Routing options listed in Rules 11.9(b)(3)(a) and
(n)–(q) are not altered as a result of this amendment.
The routing option in Rule 11.9(b)(3)(a) already
posts to EDGX and no amendment to the rule was
needed as no discretion is provided to the User. The
routing options in Rules 11.9(b)(3)(n)–(q) do not
have the option to post the remainder of an order
to EDGX.
7 As defined in EDGA Rule 1.5(s).
8 As defined in EDGA Rule 1.5(r).
9 This includes all routing strategies in Rule
11.9(b)(3), except for (n)–(q), that do not have the
option to post the remainder of an order to EDGX.
VerDate Mar<15>2010
21:29 Feb 09, 2012
Jkt 226001
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the Act,10
in general, and furthers the objectives of
Section 6(b)(4),11 in particular, as it is
designed to provide for the equitable
allocation of reasonable dues, fees and
other charges among its members and
other persons using its facilities.
The Exchange believes that the rebate
for Flag P of $0.0027 per share is an
equitable allocation of reasonable dues,
fees, and other charges. First, the rebate
is designed to incentivize Members to
route through EDGA using any of the
applicable strategies listed in Rule
11.9(b)(3), as discussed above, to reach
multiple sources of liquidity on EDGA
before routing to other destinations, and
thereby potentially increases volume on
EDGA to the extent an order using any
of these routing strategies executes on
EDGA. The routing strategy allows
Members to reach multiple sources of
liquidity by routing order flow through
EDGA rather than going directly to
various venues. The rebate provides
Members with a flat rate of $0.0027 per
share rebate if the particular routing
strategy posts to EDGX and is later
executed. When the Exchange’s routing
broker/dealer, Direct Edge ECN LLC
d/b/a DE Route (‘‘DE Route’’) achieves
certain tiers on EDGX using any of the
applicable routing strategies in Rule
11.9(b)(3) that post residual on EDGX, it
is able to pass through a better rebate
than if it had not achieved a tier.12 For
example, if the Member had routed to
EDGX directly and the order had added
liquidity to EDGX, the Member could
receive rebates ranging from $0.0023–
$0.0034, depending on if a volume
threshold were satisfied. 13 The $0.0027
per share rebate thus represents a rate in
between these various tiered and nontiered rebates provided for adding
liquidity to EDGX. This allows EDGA
Members to share in potential volume
tier savings realized by DE Route when
it achieves certain tiers.
This type of rate is also similar to
EDGA’s rate for removing liquidity from
LavaFlow (Flag U). The standard
removal rate of $0.0029 per share is
reduced to $0.0023 per share for orders
routed to LavaFlow that achieve certain
volume thresholds, as EDGA Members
are able to share in potential volume tier
savings realized by EDGA when routing
to LavaFlow.14 This rebate is also
comparable to other rebates offered by
10 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
12 See EDGX fee schedule, footnote 1.
13 Id.
14 See footnote 6 of the EDGA fee schedule.
11 15
PO 00000
Frm 00112
Fmt 4703
Sfmt 4703
the Exchange that add liquidity, such as
the ROOC 15 routing strategy, which
yields Flags 8 and 9.16 For Flags 8 and
9, the Exchange passes through the
default rebate (i.e., non-tier) from the
primary listing market (i.e., NYSE Arca,
NYSE Amex) to Members because DE
Route does not generally achieve a
favorable tier rate. This rate is also
consistent with the processing of similar
routing strategies by EDGA’s
competitors where EDGA takes into
account the rates that it is charged or
rebated when routing to other low cost
destinations.17 Finally, as another
example, when EDGA routes to a
primary exchange’s opening cross, (Flag
O), the Exchange passes through the tier
savings that DE Route achieves on an
away exchange to its Members.18 This
tier savings takes the form of a cap of
Members’ fees at $10,000 per month for
using Flag O.
The Exchange believes that the rebate
is consistent with how other Exchanges
rebate Members for routing through an
affiliated Exchange. For example, when
a Member removes liquidity from
Nasdaq BX, it is rebated $0.0005 per
share if it does not achieve any tiers, or
$0.0014 per share if it does achieve
certain tiers.19 However, when the
Member removes liquidity from Nasdaq
BX by routing through Nasdaq OMX
using any number of strategies such as
SAVE/SOLV/CART, and removes
liquidity from Nasdaq BX as a result, it
is rewarded a higher rebate of $0.0014
per share.20
The Exchange believes that the rebate
of $0.0027 is also reasonable as it is
consistent with how other exchanges
pass through charges or rebates for
orders routed to a different exchange
that add or remove liquidity. For
example, when Nasdaq routes to Nasdaq
PSX, Nasdaq passes back Nasdaq PSX’s
standard charge of $0.0027 per share.
When NYSE Arca routes to NYSE,
NYSE Arca passes back the standard
NYSE rebate of $0.0015 per share. These
charges or rebates generally
15 See
EDGA Exchange Rule 11.9(b)(3)(n).
the EDGA Fee Schedule where Flag 8 offers
a rebate of $.0015 where a member routes an order
to NYSE Amex using the ROOC routing strategy and
adds liquidity, and Flag 9 offers a rebate of $.0021
where a member routes an order to NYSE Arca
using the ROOC routing strategy and adds liquidity.
17 See also BATS BZX fee schedule, describing
Discounted Destination Specific Routing (‘‘One
Under’’) to NYSE, NYSE ARCA and NASDAQ. See
Securities Exchange Act Release No. 62858, 75 FR
55838 (September 14, 2010) (SR–BATS–2010–023)
(modifying the BATS fee schedule in order to
amend the fees for its BATS + NYSE Arca
destination specific routing option to continue to
offer a ‘‘one under’’ pricing model).
18 See footnote 5 of the EDGA fee schedule.
19 See Nasdaq OMX BX Rule 7018.
20 See Nasdaq OMX Rule 7018.
16 See
E:\FR\FM\10FEN1.SGM
10FEN1
7227
Federal Register / Vol. 77, No. 28 / Friday, February 10, 2012 / Notices
approximate what the originating
exchange receives from the exchange
that is routed to plus or minus a certain
differential. EDGA’s pricing is
consistent with this premise.
The Exchange believes that the
proposed rebate is non-discriminatory
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.
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.
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.
srobinson on DSK4SPTVN1PROD with NOTICES
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 21 and Rule 19b–4(f)(2) 22
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–3095 Filed 2–9–12; 8:45 am]
Electronic Comments
BILLING CODE 8011–01–P
• 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–2012–03 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–2012–03. 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
10:00 a.m. and 3:00 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–
2012–03 and should be submitted on or
before March 2, 2012.
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #13002 and #13003]
Alabama Disaster #AL–00040
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
This is a Notice of the
Presidential declaration of a major
disaster for the State of Alabama
(FEMA–4052–DR), dated 02/01/2012.
Incident: Severe Storms, Tornadoes,
Straight-Line Winds, and Flooding.
Incident Period: 01/22/2012 through
01/23/2012.
Effective Date: 02/01/2012.
Physical Loan Application Deadline
Date: 04/02/2012.
Economic Injury (EIDL) Loan
Application Deadline Date: 11/01/2012.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
President’s major disaster declaration on
02/01/2012, applications for disaster
loans may be filed at the address listed
above or other locally announced
locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties (Physical Damage and
Economic Injury Loans): Chilton,
Jefferson.
Contiguous Counties (Economic Injury
Loans Only)
Alabama: Autauga, Bibb, Blount,
Coosa, Dallas, Elmore, Perry, Saint
Clair, Shelby, Tuscaloosa, Walker.
The Interest Rates are:
SUMMARY:
Percent
For Physical Damage:
Homeowners With Credit Available Elsewhere ......................
21 15
U.S.C. 78s(b)(3)(A).
22 17 CFR 19b–4(f)(2).
VerDate Mar<15>2010
21:29 Feb 09, 2012
23 17
Jkt 226001
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
E:\FR\FM\10FEN1.SGM
CFR 200.30–3(a)(12).
10FEN1
4.125
Agencies
[Federal Register Volume 77, Number 28 (Friday, February 10, 2012)]
[Notices]
[Pages 7225-7227]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-3095]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-66335; File No. SR-EDGA-2012-03]
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
February 6, 2012.
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 January 31, 2012, 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, at the Exchange's
principal office, and at the Public Reference Room of the Commission.
---------------------------------------------------------------------------
\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,
[[Page 7226]]
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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
In SR-EDGA-2011-40,\4\ the Exchange amended several routing options
contained in Rule 11.9(b)(3) to allow Users \5\ more discretion if
shares remain unexecuted after routing. In particular, Rule 11.9(b)(3)
was amended to provide that Users may elect that any remainder of an
order be posted to the EDGX Exchange, Inc. (``EDGX'') for any of the
routing options listed in the rule, except those listed.\6\ As a result
of this amendment, the Exchange proposes to make a corresponding
amendment to Flag P of its fee schedule. The subject amendment provides
a rebate of $0.0027 per share for any order that after passing through
EDGA and other destinations adds liquidity to EDGX (including during
the Pre-Opening Session \7\ and Post-Closing Sessions) \8\ and yields
Flag P. This would occur as a result of the Member's order using any of
the routing strategies listed in Rule 11.9(b)(3) where the residual of
the order posts to EDGX.\9\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 66231 (January 24,
2012), 77 FR 4605 (January 30, 2012).
\5\ As defined in Rule 1.5(cc) [sic].
\6\ Routing options listed in Rules 11.9(b)(3)(a) and (n)-(q)
are not altered as a result of this amendment. The routing option in
Rule 11.9(b)(3)(a) already posts to EDGX and no amendment to the
rule was needed as no discretion is provided to the User. The
routing options in Rules 11.9(b)(3)(n)-(q) do not have the option to
post the remainder of an order to EDGX.
\7\ As defined in EDGA Rule 1.5(s).
\8\ As defined in EDGA Rule 1.5(r).
\9\ This includes all routing strategies in Rule 11.9(b)(3),
except for (n)-(q), that do not have the option to post the
remainder of an order to EDGX.
---------------------------------------------------------------------------
As a result of this change, the Exchange proposes to revise the
description on the Flag P to broaden its applicability to several
routing strategies, instead of just an EDGA-originated ROUC routing
strategy. The Flag P is thus proposed to state ``Adds liquidity on
EDGX, including pre & post market.''
The Exchange proposes to implement this amendment to its fee
schedule on February 1, 2012.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6 of the Act,\10\ in general, and
furthers the objectives of Section 6(b)(4),\11\ in particular, as it is
designed to provide for the equitable allocation of reasonable dues,
fees and other charges among its members and other persons using its
facilities.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78f.
\11\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The Exchange believes that the rebate for Flag P of $0.0027 per
share is an equitable allocation of reasonable dues, fees, and other
charges. First, the rebate is designed to incentivize Members to route
through EDGA using any of the applicable strategies listed in Rule
11.9(b)(3), as discussed above, to reach multiple sources of liquidity
on EDGA before routing to other destinations, and thereby potentially
increases volume on EDGA to the extent an order using any of these
routing strategies executes on EDGA. The routing strategy allows
Members to reach multiple sources of liquidity by routing order flow
through EDGA rather than going directly to various venues. The rebate
provides Members with a flat rate of $0.0027 per share rebate if the
particular routing strategy posts to EDGX and is later executed. When
the Exchange's routing broker/dealer, Direct Edge ECN LLC d/b/a DE
Route (``DE Route'') achieves certain tiers on EDGX using any of the
applicable routing strategies in Rule 11.9(b)(3) that post residual on
EDGX, it is able to pass through a better rebate than if it had not
achieved a tier.\12\ For example, if the Member had routed to EDGX
directly and the order had added liquidity to EDGX, the Member could
receive rebates ranging from $0.0023-$0.0034, depending on if a volume
threshold were satisfied. \13\ The $0.0027 per share rebate thus
represents a rate in between these various tiered and non-tiered
rebates provided for adding liquidity to EDGX. This allows EDGA Members
to share in potential volume tier savings realized by DE Route when it
achieves certain tiers.
---------------------------------------------------------------------------
\12\ See EDGX fee schedule, footnote 1.
\13\ Id.
---------------------------------------------------------------------------
This type of rate is also similar to EDGA's rate for removing
liquidity from LavaFlow (Flag U). The standard removal rate of $0.0029
per share is reduced to $0.0023 per share for orders routed to LavaFlow
that achieve certain volume thresholds, as EDGA Members are able to
share in potential volume tier savings realized by EDGA when routing to
LavaFlow.\14\ This rebate is also comparable to other rebates offered
by the Exchange that add liquidity, such as the ROOC \15\ routing
strategy, which yields Flags 8 and 9.\16\ For Flags 8 and 9, the
Exchange passes through the default rebate (i.e., non-tier) from the
primary listing market (i.e., NYSE Arca, NYSE Amex) to Members because
DE Route does not generally achieve a favorable tier rate. This rate is
also consistent with the processing of similar routing strategies by
EDGA's competitors where EDGA takes into account the rates that it is
charged or rebated when routing to other low cost destinations.\17\
Finally, as another example, when EDGA routes to a primary exchange's
opening cross, (Flag O), the Exchange passes through the tier savings
that DE Route achieves on an away exchange to its Members.\18\ This
tier savings takes the form of a cap of Members' fees at $10,000 per
month for using Flag O.
---------------------------------------------------------------------------
\14\ See footnote 6 of the EDGA fee schedule.
\15\ See EDGA Exchange Rule 11.9(b)(3)(n).
\16\ See the EDGA Fee Schedule where Flag 8 offers a rebate of
$.0015 where a member routes an order to NYSE Amex using the ROOC
routing strategy and adds liquidity, and Flag 9 offers a rebate of
$.0021 where a member routes an order to NYSE Arca using the ROOC
routing strategy and adds liquidity.
\17\ See also BATS BZX fee schedule, describing Discounted
Destination Specific Routing (``One Under'') to NYSE, NYSE ARCA and
NASDAQ. See Securities Exchange Act Release No. 62858, 75 FR 55838
(September 14, 2010) (SR-BATS-2010-023) (modifying the BATS fee
schedule in order to amend the fees for its BATS + NYSE Arca
destination specific routing option to continue to offer a ``one
under'' pricing model).
\18\ See footnote 5 of the EDGA fee schedule.
---------------------------------------------------------------------------
The Exchange believes that the rebate is consistent with how other
Exchanges rebate Members for routing through an affiliated Exchange.
For example, when a Member removes liquidity from Nasdaq BX, it is
rebated $0.0005 per share if it does not achieve any tiers, or $0.0014
per share if it does achieve certain tiers.\19\ However, when the
Member removes liquidity from Nasdaq BX by routing through Nasdaq OMX
using any number of strategies such as SAVE/SOLV/CART, and removes
liquidity from Nasdaq BX as a result, it is rewarded a higher rebate of
$0.0014 per share.\20\
---------------------------------------------------------------------------
\19\ See Nasdaq OMX BX Rule 7018.
\20\ See Nasdaq OMX Rule 7018.
---------------------------------------------------------------------------
The Exchange believes that the rebate of $0.0027 is also reasonable
as it is consistent with how other exchanges pass through charges or
rebates for orders routed to a different exchange that add or remove
liquidity. For example, when Nasdaq routes to Nasdaq PSX, Nasdaq passes
back Nasdaq PSX's standard charge of $0.0027 per share. When NYSE Arca
routes to NYSE, NYSE Arca passes back the standard NYSE rebate of
$0.0015 per share. These charges or rebates generally
[[Page 7227]]
approximate what the originating exchange receives from the exchange
that is routed to plus or minus a certain differential. EDGA's pricing
is consistent with this premise.
The Exchange believes that the proposed rebate is non-
discriminatory 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 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.
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 \21\ and Rule 19b-4(f)(2) \22\ 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.
---------------------------------------------------------------------------
\21\ 15 U.S.C. 78s(b)(3)(A).
\22\ 17 CFR 19b-4(f)(2).
---------------------------------------------------------------------------
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-2012-03 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-2012-03. 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
10:00 a.m. and 3:00 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-2012-03 and should be
submitted on or before March 2, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\23\
---------------------------------------------------------------------------
\23\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-3095 Filed 2-9-12; 8:45 am]
BILLING CODE 8011-01-P