Self-Regulatory Organizations; BATS Y-Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Related to Fees for Use of BATS Y-Exchange, Inc., 42350-42352 [2012-17421]
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Federal Register / Vol. 77, No. 138 / Wednesday, July 18, 2012 / Notices
among the Specialist Pool participants
by creating a quarterly contest designed
to measure the quote performance of
Specialists and eSpecialists. The
Exchange states that the determination
of the winner of this quarterly contest
will be based on objective evaluation of
the relative quote performance of each
Specialist and eSpecialist and the
evaluation criteria will be announced in
advance of each evaluation period. The
Exchange notes that enhanced quote
competition should lead to narrower
spreads and more liquid markets,
thereby benefiting investors. Further,
notes the Exchange, narrower spreads
and more liquid markets should attract
more order flow to the exchange,
enhancing price discovery and generally
benefiting all participants on the
Exchange. For these reasons, the
Commission believes that the proposed
rule change is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,11 that the
proposed rule change (SR–NYSEAmex–
2012–31) be, and it hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–17420 Filed 7–17–12; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67422; File No. SR–BYX–
2012–013]
Self-Regulatory Organizations; BATS
Y-Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Related to Fees for Use
of BATS Y-Exchange, Inc.
tkelley on DSK3SPTVN1PROD with NOTICES
July 12, 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 February
8, 2012, BATS Y-Exchange, Inc. (‘‘BYX’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
12 17
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
fee schedule applicable to Members 3
and non-members of the Exchange
pursuant to BYX Rules 15.1(a) and (c).
Changes to the fee schedule pursuant to
this proposal will be effective upon
filing.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
11 15
comments on the proposed rule change
from interested persons.
1. Purpose
The Exchange proposes to modify its
fee schedule in order to: (i)
Accommodate an additional venue as
part of the Exchange’s ‘‘TRIM’’ routing
strategy; and (ii) commence charging for
logical ports used to enter orders into
Exchange systems and to receive data
from the Exchange. Each of these
proposed changes is described in further
detail below.
(i) TRIM Routing Strategy
The Exchange proposes to modify its
fee schedule in order to accommodate
an additional venue as part of the
Exchange’s ‘‘TRIM’’ routing strategy. As
defined in BYX Rule 11.13(a)(3)(G),
TRIM is a routing option under which
an order checks the System 4 for
available shares and then is sent to
3 A Member is any registered broker or dealer that
has been admitted to membership in the Exchange.
4 As defined in BYX Rule 1.5(aa), the System is
the electronic communications and trading facility
designated by the Board through which securities
orders of Users are consolidated for ranking,
execution and, when applicable, routing away.
PO 00000
Frm 00096
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destinations on the System routing
table. The TRIM routing strategy is
focused on seeking execution of orders
while minimizing execution costs by
routing to certain low cost execution
venues on the Exchange’s routing table.
Accordingly, the Exchange’s current
TRIM routing strategy will check the
Exchange’s order book and then route to
various venues on the Exchange’s
routing table, including NASDAQ OMX
BX, Inc. (‘‘NASDAQ BX’’), EDGA
EXCHANGE, Inc. (‘‘EDGA’’), the New
York Stock Exchange LLC (‘‘NYSE’’),
BATS Exchange, Inc. (‘‘BZX Exchange’’)
and certain alternative trading systems
available through the Exchange’s ‘‘DRT’’
strategy (‘‘DRT Venues’’).5 As of July 2,
2012, the Exchange plans to add an
additional execution venue, NASDAQ
OMX PSX (‘‘NASDAQ PSX’’), to the
TRIM routing strategy. The TRIM
routing strategy generally passes the
same execution fee assessed by the
applicable market center back to
Exchange Users.6 In order to add
NASDAQ PSX to the TRIM routing
strategy, the Exchange is proposing to
adopt pricing for executions through the
TRIM routing strategy of orders routed
to NASDAQ PSX.
Based on a recently filed proposal, as
of July 2, 2012, NASDAQ PSX does not
assess any charge to remove liquidity
from its order book for participants that
reach certain volume tiers.7 Because the
Exchange anticipates being able to reach
such tiers based on its routing practices,
the Exchange proposes neither to assess
any fee nor to provide any rebate for
TRIM orders that remove liquidity from
NASDAQ PSX.
(ii) Logical Port Fees
The Exchange also proposes to
commence charging fees to Members
and non-members for logical ports used
to enter orders into Exchange systems
and to receive data from the Exchange.
A logical port is also commonly referred
to as a TCP/IP port, and represents a
port established by the Exchange within
the Exchange’s system for trading and
billing purposes. Each logical port
5 As set forth in BYX Rule 11.13(a)(3)(E), DRT is
a routing option in which the entering firm
instructs the System to route to alternative trading
systems included in the System routing table.
Unless otherwise specified, DRT can be combined
with and function consistent with all other routing
options.
6 As defined in BYX Rule 1.5(cc), a User is any
Member or Sponsored Participant who is
authorized to obtain access to the System pursuant
to Rule 11.3. A Sponsored Participant is a firm that
is sponsored by a Member of the Exchange to access
the Exchange and that meets the criteria of
Exchange Rule 11.3.
7 See SR–Phlx–2012–87 (June 27, 2012). This
proposal was recently filed and will become
operative on July 2, 2012.
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Federal Register / Vol. 77, No. 138 / Wednesday, July 18, 2012 / Notices
established is specific to a Member or
non-member and grants that Member or
non-member the ability to operate a
specific application, such as FIX order
entry or Multicast PITCH data receipt.
In contrast to its affiliate, BZX
Exchange, and most of its competitors,
the Exchange currently provides logical
ports free of charge to Members and
non-members that have access to or
receive data from the Exchange.
Pursuant to the proposed rule change,
the Exchange will begin charging a
monthly fee for ports used to enter
orders in the Exchange’s trading system
and to receive data from the Exchange.
The Exchange proposes to charge
$400.00 per month per pair 8 of any port
type other than a Multicast PITCH Spin
Server Port or a GRP Port. Thus, this
proposed charge will apply to all
Exchange FIX, FIXDROP, BOE, DROP,
TCP PITCH, and TOP ports. In addition,
the Exchange proposes to provide all
Exchange constituents that receive the
Exchange’s Multicast PITCH Feed with
32 Multicast PITCH Spin Server Ports
free of charge and, if such ports are
used, one free pair of GRP Ports. The
Exchange proposes to charge such
customers $400.00 per month per
additional pair of GRP Ports or
additional set of 32 Multicast PITCH
Spin Server Ports. The Exchange’s
proposal to provide certain ports free of
charge to Multicast Pitch customers is
designed to encourage use of the
Exchange’s Multicast PITCH Feed
because the Exchange believes that the
feed is its most efficient feed, and thus,
will reduce infrastructure costs for both
the Exchange and those who utilize the
feed. Any Member or non-member that
has entered into the appropriate
agreements with the Exchange is
permitted to receive Multicast PITCH
Spin Server Ports and GRP Ports from
the Exchange.
Based on the proposal, the change
applies to Members that obtain ports for
direct access to the Exchange,
Sponsored Participants sponsored by
Members to receive direct access to the
Exchange, non-member service bureaus
that act as a conduit for orders entered
by Exchange Members that are their
customers, and market data recipients.
The Exchange has previously provided
ports free of charge to all Members and
non-members that use such ports for
order entry to the Exchange or for
receipt of market data. However, over
time, the Exchange’s infrastructure costs
have increased. In addition, the
Exchange believes that providing ports
free of charge has not encouraged
Members and non-members to reserve
and maintain ports efficiently, but
rather, has led to a significant number
of ports that are reserved and enabled by
such market participants but are never
used or are under used. Accordingly,
the Exchange believes that the
imposition of port fees will help the
Exchange to continue to maintain and
improve its infrastructure, while also
encouraging Exchange customers to
request and enable only the ports that
are necessary for their operations related
to the Exchange. The Exchange also
notes that its affiliated national
securities exchange, BZX Exchange,
charges for ports to access its cash
equity securities platform on exactly the
same terms as are proposed herein.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6 of the Act.9
Specifically, the Exchange believes that
the proposed rule change is consistent
with Section 6(b)(4) of the Act,10 in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and other
persons using any facility or system
which the Exchange operates or
controls. The Exchange notes that it
operates in a highly competitive market
in which market participants can
readily direct order flow to competing
venues if they deem fee levels at a
particular venue to be excessive. The
Exchange also notes that with respect to
the routing changes proposed in this
filing, although routing options are
available to all Users, Users are not
required to use the Exchange’s routing
services, but instead, the Exchange’s
routing services are completely
optional. Members can manage their
own routing to different venues or can
utilize a myriad of other routing
solutions that are available to market
participants.
The Exchange believes that the
proposed fee for executions at NASDAQ
PSX under the TRIM routing option is
reasonable in that it is the same fee as
the fee charged directly by NASDAQ
PSX, as described above. As such, the
Exchange believes that the proposed
routing fee is competitive, fair and
reasonable, and non-discriminatory in
that it is generally designed to mirror
the fee applicable to the execution if
8 Each
pair of ports will consist of one port at the
Exchange’s primary data center and one port at the
Exchange’s secondary data center.
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9 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
10 15
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42351
such routed orders were executed
directly by the Member at NASDAQ
PSX. The Exchange also believes that
the proposed fees for the TRIM routing
strategy are fair and equitable and not
unreasonably discriminatory in that
they apply equally to all Exchange
Users.
The Exchange believes that its
proposed logical port fees are reasonable
in light of the benefits to Members of
direct market access and receipt of data,
which data, other than the proposed
logical port fee, is currently provided
free of charge. In addition, the Exchange
believes that its fees are equitably
allocated among its constituents based
upon the number of access ports that
they require to submit orders to the
Exchange or receive data from the
Exchange. The Exchange believes that
its fees for access services will enable it
to better cover its infrastructure costs
and to improve its technology and
services.
The Exchange also believes that
providing financial incentives to use
Exchange technology that the Exchange
believes is the most technologically
efficient for the Exchange and its
constituents is a fair and equitable
approach to pricing. Accordingly, the
Exchange believes that promotion of its
Multicast PITCH data feed through the
offering of free logical ports is fair and
equitable. The Multicast PITCH data
feed is available to all Members, and as
such, all Members have the ability to
receive applicable Multicast PITCH
ports free of charge. Based on the
foregoing, the Exchange believes that
the proposed pricing structure for
logical ports is not unreasonably
discriminatory.
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. To the
contrary, the Exchange will not assess
any routing fee for orders routed to
NASDAQ PSX, consistent with
NASDAQ PSX pricing. The Exchange
also notes that Users may choose to
mark their orders as ineligible for
routing to avoid incurring routing fees.11
With respect to port fees, fees for access
to the Exchange will be a component of
the overall fees charged by the Exchange
to execute and route orders through the
Exchange. As the Commission has
11 See, e.g., BYX Rule 11.9(c)(4) (describing
‘‘BATS Only’’ orders) and BYX Rule 11.13(a)(2)
(describing the routing process, which is dependent
on User instruction).
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Federal Register / Vol. 77, No. 138 / Wednesday, July 18, 2012 / Notices
recognized, the market for execution
and routing services is extremely
competitive.12 Market participants that
choose not to connect directly to the
Exchange can readily access liquidity
available on the Exchange by directing
their order flow to other venues that,
under Regulation NMS, must route to
the Exchange if it has posted the best
price. Accordingly, the Exchange must
set its fees, including access service
fees, at a level that will not deter market
participants from connecting to the
Exchange; otherwise, potential users of
the Exchange’s services will simply
direct order flow to the Exchange’s
multiple competitors. In addition, the
Exchange believes that the proposed
port fees are consistent with or less than
the port fees charged by its competitors.
With respect to market data, the
Exchange does not currently charge any
fees for such data. Although it will now
begin imposing a fee related to access to
such data, for market participants that
receive such data directly from the
Exchange, the Exchange believes that its
free provision of data justifies such
market participants paying some
amount in order to help the Exchange
offset the infrastructure costs of
providing such data.
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.
tkelley on DSK3SPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A)(ii) of
the Act 13 and Rule 19b–4(f)(2)
thereunder,14 the Exchange has
designated this proposal as establishing
or changing a due, fee, or other charge
applicable to the Exchange’s Members
and non-members, which renders the
proposed rule change effective upon
filing.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
12 Securities Exchange Act Release No. 59039
(December 2, 2008), 73 FR 74770 (December 9,
2008) (SR–NYSEArca–2006–21).
13 15 U.S.C. 78s(b)(3)(A)(ii).
14 17 CFR 240.19b–4(f)(2).
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IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–17421 Filed 7–17–12; 8:45 am]
BILLING CODE 8011–01–P
Electronic Comments
SMALL BUSINESS ADMINISTRATION
• 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–
BYX–2012–013 on the subject line.
[Disaster Declaration #13107 and #13108]
Paper Comments
SUMMARY:
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–BYX–2012–013. 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 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
publicly available. All submissions
should refer to File Number SR–BYX–
2012–013 and should be submitted on
or before August 8, 2012.
15 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00098
Fmt 4703
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Florida Disaster #FL–00072
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
This is a Notice of the
Presidential declaration of a major
disaster for Public Assistance Only for
the State of Florida (FEMA–4068–DR),
dated 07/09/2012.
Incident: Tropical Storm Debby.
Incident Period: 06/23/2012 and
continuing.
Effective Date: 07/09/2012.
Physical Loan Application Deadline
Date: 09/07/2012.
Economic Injury (EIDL) Loan
Application Deadline Date: 04/09/2013.
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:
Alan 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
07/09/2012, Private Non-Profit
organizations that provide essential
services of governmental nature may file
disaster loan applications 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: Baker; Charlotte;
Citrus; Clay; Columbia; Dixie;
Franklin; Gulf; Hamilton;
Hernando; Jefferson; Lafayette;
Liberty; Manatee; Nassau; Pasco;
Sarasota; Suwannee; Union;
Wakulla.
The Interest Rates are:
Percent
For Physical Damage:
Non-Profit Organizations With
Credit Available Elsewhere ...
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Agencies
[Federal Register Volume 77, Number 138 (Wednesday, July 18, 2012)]
[Notices]
[Pages 42350-42352]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-17421]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67422; File No. SR-BYX-2012-013]
Self-Regulatory Organizations; BATS Y-Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Related to
Fees for Use of BATS Y-Exchange, Inc.
July 12, 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 February 8, 2012, BATS Y-Exchange, Inc. (``BYX'' or ``Exchange'')
filed with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I, II and III below, which
Items have been prepared by the Exchange. The 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 fee schedule applicable to
Members \3\ and non-members of the Exchange pursuant to BYX Rules
15.1(a) and (c). Changes to the fee schedule pursuant to this proposal
will be effective upon filing.
---------------------------------------------------------------------------
\3\ A Member is any registered broker or dealer that has been
admitted to membership in the Exchange.
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
Web site at https://www.batstrading.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant parts of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to modify its fee schedule in order to: (i)
Accommodate an additional venue as part of the Exchange's ``TRIM''
routing strategy; and (ii) commence charging for logical ports used to
enter orders into Exchange systems and to receive data from the
Exchange. Each of these proposed changes is described in further detail
below.
(i) TRIM Routing Strategy
The Exchange proposes to modify its fee schedule in order to
accommodate an additional venue as part of the Exchange's ``TRIM''
routing strategy. As defined in BYX Rule 11.13(a)(3)(G), TRIM is a
routing option under which an order checks the System \4\ for available
shares and then is sent to destinations on the System routing table.
The TRIM routing strategy is focused on seeking execution of orders
while minimizing execution costs by routing to certain low cost
execution venues on the Exchange's routing table. Accordingly, the
Exchange's current TRIM routing strategy will check the Exchange's
order book and then route to various venues on the Exchange's routing
table, including NASDAQ OMX BX, Inc. (``NASDAQ BX''), EDGA EXCHANGE,
Inc. (``EDGA''), the New York Stock Exchange LLC (``NYSE''), BATS
Exchange, Inc. (``BZX Exchange'') and certain alternative trading
systems available through the Exchange's ``DRT'' strategy (``DRT
Venues'').\5\ As of July 2, 2012, the Exchange plans to add an
additional execution venue, NASDAQ OMX PSX (``NASDAQ PSX''), to the
TRIM routing strategy. The TRIM routing strategy generally passes the
same execution fee assessed by the applicable market center back to
Exchange Users.\6\ In order to add NASDAQ PSX to the TRIM routing
strategy, the Exchange is proposing to adopt pricing for executions
through the TRIM routing strategy of orders routed to NASDAQ PSX.
---------------------------------------------------------------------------
\4\ As defined in BYX Rule 1.5(aa), the System is the electronic
communications and trading facility designated by the Board through
which securities orders of Users are consolidated for ranking,
execution and, when applicable, routing away.
\5\ As set forth in BYX Rule 11.13(a)(3)(E), DRT is a routing
option in which the entering firm instructs the System to route to
alternative trading systems included in the System routing table.
Unless otherwise specified, DRT can be combined with and function
consistent with all other routing options.
\6\ As defined in BYX Rule 1.5(cc), a User is any Member or
Sponsored Participant who is authorized to obtain access to the
System pursuant to Rule 11.3. A Sponsored Participant is a firm that
is sponsored by a Member of the Exchange to access the Exchange and
that meets the criteria of Exchange Rule 11.3.
---------------------------------------------------------------------------
Based on a recently filed proposal, as of July 2, 2012, NASDAQ PSX
does not assess any charge to remove liquidity from its order book for
participants that reach certain volume tiers.\7\ Because the Exchange
anticipates being able to reach such tiers based on its routing
practices, the Exchange proposes neither to assess any fee nor to
provide any rebate for TRIM orders that remove liquidity from NASDAQ
PSX.
---------------------------------------------------------------------------
\7\ See SR-Phlx-2012-87 (June 27, 2012). This proposal was
recently filed and will become operative on July 2, 2012.
---------------------------------------------------------------------------
(ii) Logical Port Fees
The Exchange also proposes to commence charging fees to Members and
non-members for logical ports used to enter orders into Exchange
systems and to receive data from the Exchange. A logical port is also
commonly referred to as a TCP/IP port, and represents a port
established by the Exchange within the Exchange's system for trading
and billing purposes. Each logical port
[[Page 42351]]
established is specific to a Member or non-member and grants that
Member or non-member the ability to operate a specific application,
such as FIX order entry or Multicast PITCH data receipt.
In contrast to its affiliate, BZX Exchange, and most of its
competitors, the Exchange currently provides logical ports free of
charge to Members and non-members that have access to or receive data
from the Exchange. Pursuant to the proposed rule change, the Exchange
will begin charging a monthly fee for ports used to enter orders in the
Exchange's trading system and to receive data from the Exchange. The
Exchange proposes to charge $400.00 per month per pair \8\ of any port
type other than a Multicast PITCH Spin Server Port or a GRP Port. Thus,
this proposed charge will apply to all Exchange FIX, FIXDROP, BOE,
DROP, TCP PITCH, and TOP ports. In addition, the Exchange proposes to
provide all Exchange constituents that receive the Exchange's Multicast
PITCH Feed with 32 Multicast PITCH Spin Server Ports free of charge
and, if such ports are used, one free pair of GRP Ports. The Exchange
proposes to charge such customers $400.00 per month per additional pair
of GRP Ports or additional set of 32 Multicast PITCH Spin Server Ports.
The Exchange's proposal to provide certain ports free of charge to
Multicast Pitch customers is designed to encourage use of the
Exchange's Multicast PITCH Feed because the Exchange believes that the
feed is its most efficient feed, and thus, will reduce infrastructure
costs for both the Exchange and those who utilize the feed. Any Member
or non-member that has entered into the appropriate agreements with the
Exchange is permitted to receive Multicast PITCH Spin Server Ports and
GRP Ports from the Exchange.
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\8\ Each pair of ports will consist of one port at the
Exchange's primary data center and one port at the Exchange's
secondary data center.
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Based on the proposal, the change applies to Members that obtain
ports for direct access to the Exchange, Sponsored Participants
sponsored by Members to receive direct access to the Exchange, non-
member service bureaus that act as a conduit for orders entered by
Exchange Members that are their customers, and market data recipients.
The Exchange has previously provided ports free of charge to all
Members and non-members that use such ports for order entry to the
Exchange or for receipt of market data. However, over time, the
Exchange's infrastructure costs have increased. In addition, the
Exchange believes that providing ports free of charge has not
encouraged Members and non-members to reserve and maintain ports
efficiently, but rather, has led to a significant number of ports that
are reserved and enabled by such market participants but are never used
or are under used. Accordingly, the Exchange believes that the
imposition of port fees will help the Exchange to continue to maintain
and improve its infrastructure, while also encouraging Exchange
customers to request and enable only the ports that are necessary for
their operations related to the Exchange. The Exchange also notes that
its affiliated national securities exchange, BZX Exchange, charges for
ports to access its cash equity securities platform on exactly the same
terms as are proposed herein.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6 of the Act.\9\
Specifically, the Exchange believes that the proposed rule change is
consistent with Section 6(b)(4) of the Act,\10\ in that it provides for
the equitable allocation of reasonable dues, fees and other charges
among members and other persons using any facility or system which the
Exchange operates or controls. The Exchange notes that it operates in a
highly competitive market in which market participants can readily
direct order flow to competing venues if they deem fee levels at a
particular venue to be excessive. The Exchange also notes that with
respect to the routing changes proposed in this filing, although
routing options are available to all Users, Users are not required to
use the Exchange's routing services, but instead, the Exchange's
routing services are completely optional. Members can manage their own
routing to different venues or can utilize a myriad of other routing
solutions that are available to market participants.
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\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that the proposed fee for executions at
NASDAQ PSX under the TRIM routing option is reasonable in that it is
the same fee as the fee charged directly by NASDAQ PSX, as described
above. As such, the Exchange believes that the proposed routing fee is
competitive, fair and reasonable, and non-discriminatory in that it is
generally designed to mirror the fee applicable to the execution if
such routed orders were executed directly by the Member at NASDAQ PSX.
The Exchange also believes that the proposed fees for the TRIM routing
strategy are fair and equitable and not unreasonably discriminatory in
that they apply equally to all Exchange Users.
The Exchange believes that its proposed logical port fees are
reasonable in light of the benefits to Members of direct market access
and receipt of data, which data, other than the proposed logical port
fee, is currently provided free of charge. In addition, the Exchange
believes that its fees are equitably allocated among its constituents
based upon the number of access ports that they require to submit
orders to the Exchange or receive data from the Exchange. The Exchange
believes that its fees for access services will enable it to better
cover its infrastructure costs and to improve its technology and
services.
The Exchange also believes that providing financial incentives to
use Exchange technology that the Exchange believes is the most
technologically efficient for the Exchange and its constituents is a
fair and equitable approach to pricing. Accordingly, the Exchange
believes that promotion of its Multicast PITCH data feed through the
offering of free logical ports is fair and equitable. The Multicast
PITCH data feed is available to all Members, and as such, all Members
have the ability to receive applicable Multicast PITCH ports free of
charge. Based on the foregoing, the Exchange believes that the proposed
pricing structure for logical ports is not unreasonably discriminatory.
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. To the contrary, the Exchange
will not assess any routing fee for orders routed to NASDAQ PSX,
consistent with NASDAQ PSX pricing. The Exchange also notes that Users
may choose to mark their orders as ineligible for routing to avoid
incurring routing fees.\11\ With respect to port fees, fees for access
to the Exchange will be a component of the overall fees charged by the
Exchange to execute and route orders through the Exchange. As the
Commission has
[[Page 42352]]
recognized, the market for execution and routing services is extremely
competitive.\12\ Market participants that choose not to connect
directly to the Exchange can readily access liquidity available on the
Exchange by directing their order flow to other venues that, under
Regulation NMS, must route to the Exchange if it has posted the best
price. Accordingly, the Exchange must set its fees, including access
service fees, at a level that will not deter market participants from
connecting to the Exchange; otherwise, potential users of the
Exchange's services will simply direct order flow to the Exchange's
multiple competitors. In addition, the Exchange believes that the
proposed port fees are consistent with or less than the port fees
charged by its competitors. With respect to market data, the Exchange
does not currently charge any fees for such data. Although it will now
begin imposing a fee related to access to such data, for market
participants that receive such data directly from the Exchange, the
Exchange believes that its free provision of data justifies such market
participants paying some amount in order to help the Exchange offset
the infrastructure costs of providing such data.
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\11\ See, e.g., BYX Rule 11.9(c)(4) (describing ``BATS Only''
orders) and BYX Rule 11.13(a)(2) (describing the routing process,
which is dependent on User instruction).
\12\ Securities Exchange Act Release No. 59039 (December 2,
2008), 73 FR 74770 (December 9, 2008) (SR-NYSEArca-2006-21).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A)(ii) of the Act \13\ and Rule 19b-
4(f)(2) thereunder,\14\ the Exchange has designated this proposal as
establishing or changing a due, fee, or other charge applicable to the
Exchange's Members and non-members, which renders the proposed rule
change effective upon filing.
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\13\ 15 U.S.C. 78s(b)(3)(A)(ii).
\14\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-BYX-2012-013 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-BYX-2012-013. 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 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 publicly available. All
submissions should refer to File Number SR-BYX-2012-013 and should be
submitted on or before August 8, 2012.
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\15\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-17421 Filed 7-17-12; 8:45 am]
BILLING CODE 8011-01-P