Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Amendments to the NYSE Amex Options Fee Schedule Regarding a Rebate for Order Flow Providers, an Increase in the Service Fee Applicable to Market Makers, and a Fee for Market Maker Executions of SPY Options, 49035-49037 [2012-19986]
Download as PDF
Federal Register / Vol. 77, No. 158 / Wednesday, August 15, 2012 / Notices
srobinson on DSK4SPTVN1PROD with NOTICES
NASDAQ and, to the extent the order
would not be filled by such available
shares, NASDAQ would simultaneously
route the remainder of the order to other
venues, according to NASDAQ’s System
routing table, in a manner consistent
with Regulation NMS (i.e., satisfying all
displayed protected quotes). In the
event that the amount of shares on other
markets is insufficient to completely fill
the order, or the order fails to
completely execute, NASDAQ would
then post the remaining shares on the
NASDAQ book or cancel the remaining
shares per the routed order’s
instructions. NASDAQ believes that this
simultaneous execution against
NASDAQ available shares and routing
to other venues’ shares will avoid the
deleterious effect of market impact
discussed above and result in overall
faster and better executions of its
members’ routable orders.
NASDAQ noted, in its proposal, that
it is not changing the execution and
routing sequence of all routable orders.
The TFTY, SAVE, SOLV, and CART
orders are designed to execute serially
as part of their strategies, which is
generally to reduce the blended fees
associated with transacting on multiple
markets. As such, simultaneous routing
of such orders would not result in a
better execution in terms of the goals of
these routable order types.
III. Discussion and Commission’s
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange.6 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,7 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
The proposed rule change meets these
requirements in that it promotes
efficiency in the market, and should, as
represented by NASDAQ, increase the
likelihood that a routable order will
receive faster and better executions. As
a result, the proposed rule change could
6 In approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
7 15 U.S.C. 78f(b)(5).
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improve NASDAQ’s ability to
effectively process routable orders. For
these reasons, the Commission believes
that the proposed change is consistent
with Section 6(b)(5) of the Act.8
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,9 that the
proposed rule change (SR–NASDAQ–
2012–071) is approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–20040 Filed 8–14–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67635; File No. SR–
NYSEMKT–2012–34]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Amendments
to the NYSE Amex Options Fee
Schedule Regarding a Rebate for
Order Flow Providers, an Increase in
the Service Fee Applicable to Market
Makers, and a Fee for Market Maker
Executions of SPY Options
August 9, 2012.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on July 31,
2012, NYSE MKT LLC (the ‘‘Exchange’’
or ‘‘NYSE MKT’’) filed with the
Securities and Exchange Commission
(the ‘‘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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to proposes to
[sic] amend the NYSE Amex Options
Fee Schedule to (i) Establish a rebate for
Order Flow Providers (‘‘OFPs’’) 4 based
8 15
U.S.C. 78f(b)(5).
U.S.C. 78s(b)(2).
10 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 An OFP is any ATP Holder that submits, as
agent, orders to the Exchange. See Rule
900.2NY(57).
49035
on the average daily volume (‘‘ADV’’) of
Customer 5 Electronic Complex Orders 6
executed by an OFP on the Exchange;
(ii) increase the service fee applicable to
NYSE Amex Options Market Makers 7
that have reached the monthly Market
Maker fee cap, from $0.05 per contract
to $0.10 per contract for executions of
Electronic Complex Orders; and (iii)
establish a fee of $0.10 per contract for
NYSE Amex Options Market Maker
executions of SPY options as part of an
Electronic Complex Order. The text of
the proposed rule change is available on
the Exchange’s Web site at
www.nyse.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
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those 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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
Fee Schedule to (i) Establish a rebate for
OFPs based on the ADV of Customer
Electronic Complex Orders executed by
an OFP on the Exchange; (ii) increase
the service fee applicable to NYSE
Amex Options Market Makers that have
reached the monthly Market Maker fee
cap, from $0.05 per contract to $0.10 per
contract for executions of Electronic
Complex Orders; and (iii) establish a fee
of $0.10 per contract for NYSE Amex
Options Market Maker executions of
SPY options as part of an Electronic
Complex Order. The Exchange proposes
to implement these changes on August
1, 2012.
The Exchange proposes to establish a
rebate for OFPs based on the ADV of
Customer Electronic Complex Orders
9 15
PO 00000
Frm 00088
Fmt 4703
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5 The term ‘‘Customer’’ means an individual or
organization that is not a broker-dealer. See Rule
900.2NY(18).
6 See Rule 980NY.
7 References herein to Market Makers include
Specialists and e-Specialists. See Rule 900.2NY(76).
See also Rule 927.4NY.
E:\FR\FM\15AUN1.SGM
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49036
Federal Register / Vol. 77, No. 158 / Wednesday, August 15, 2012 / Notices
executed by an OFP on the Exchange.
An OFP would be required to execute
an ADV of at least 35,000 contracts of
Customer Electronic Complex Orders to
qualify for the rebate. The proposed
volume tiers and the corresponding per
contract rebate would be as follows: 8
Rebate per contract for
all customer electronic
complex orders
(retroactive to the first
contract traded during
the month)
Customer electronic complex order ADV tiers
35,000 to 49,999 ..................................................................................................................................................................
50,000 to 69,999 ..................................................................................................................................................................
70,000 to 109,999 ................................................................................................................................................................
110,000 and greater ............................................................................................................................................................
$0.04
0.06
0.08
0.10
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act, in general, and
furthers the objectives of Section 6(b)(4)
of the Act,9 in particular, because it
provides for the equitable allocation of
reasonable dues, fees, and other charges
among its members and issuers and
other persons using its facilities and
does not unfairly discriminate between
customers, issuers, brokers or dealers.
The proposal to establish a tiered
rebate for OFPs that execute the
requisite ADV of Customer Electronic
Complex Orders on the Exchange is
reasonable because it is designed to
attract additional Customer Electronic
Complex Order volume to the Exchange,
which would benefit all participants by
offering greater price discovery,
increased transparency and an increased
opportunity to trade on the Exchange.
Additionally, the Exchange believes that
the rates proposed for the rebate are
reasonable because they would
incentivize OFPs to submit Customer
Electronic Complex Orders to the
Exchange and would result in a rebate
that is reasonably related to an
exchange’s market quality that is
associated with higher volumes. The
Exchange also believes that the
proposed thresholds for the tiers are
reasonable because they will reward
OFPs with a greater rebate when they
bring a larger number of orders to the
Exchange. The Exchange also believes
that retroactively applying the highest
rebate amount achieved by an OFP to all
Customer Electronic Complex Orders
executed by the OFP during the
calendar month is reasonable because it
will increase the incentive for OFPs to
achieve a higher tier. Moreover, the
Exchange believes that the proposed
rebate is equitable and not unfairly
discriminatory because it will be
available to all OFPs that execute
Customer Electronic Complex Orders on
the Exchange on an equal and non-
discriminatory basis. The Exchange also
believes that the proposed rebate is
reasonable because it is not new or
novel. Instead, the Exchange
understands that at least two other
option exchanges currently offer a
rebate specifically for Customer
Complex Order volume.10
The Exchange believes that the
proposal to increase the capped NYSE
Amex Market Maker service fee from
$0.05 to $0.10 for executions of
Electronic Complex Orders is reasonable
because the capped NYSE Amex
Options Market Maker would still be
incentivized to continue to trade
sufficient volume once it has achieved
the fee cap, thereby lowering the
effective rate for its executions over the
course of the month. Specifically, the
Exchange believes that the proposed
new rate is reasonable because, among
other things, the new rate would be
factored into an NYSE Amex Options
Market Maker’s overall transaction
costs, including the rebate proposed
herein for Customer Electronic Complex
Order executions. The Exchange also
believes that the proposed new rate is
reasonable because the anticipated
increase in Customer Electronic
Complex Order volume that would
result from the proposed rebate will
directly benefit capped NYSE Amex
Options Market Makers, as they will
have an increased opportunity to trade.
The Exchange believes that the
increased opportunity to trade
reasonably balances the proposed
increase in the service fee, which would
continue to be less than the rate that the
NYSE Amex Options Market Maker
8 The Exchange proposes that the highest rebate
amount achieved by an OFP for the calendar month
would apply retroactively to all Customer
Electronic Complex Orders executed by the OFP
during such calendar month.
9 15 U.S.C. 78f(b)(4).
10 For example, the International Securities
Exchange (‘‘ISE’’) Schedule of Fees provides that a
rebate of $0.32 per contract per leg will apply to
Priority Customer Complex orders in the Select
Symbols (excluding SPY) that trade with non-
Priority Customer orders in the ISE Complex Order
book; provided, however, that a greater rebate shall
apply to an ISE Member during a calendar month
that achieves a certain ADV of Priority Customer
Complex Order contracts executed during the
calendar month, as follows: if the ISE Member
achieves an ADV of 75,000 Priority Customer
Complex Order contracts, the rebate amount shall
be $0.33 per contract per leg; if the ISE Member
achieves an ADV of 125,000 Priority Customer
Complex Order contracts, the rebate amount shall
be $0.34 per contract per leg; and if the ISE Member
achieves an ADV of 250,000 Priority Customer
Complex Order contracts, the rebate amount shall
be $0.35 per contract per leg. Similar to the
Exchange’s proposal, the highest rebate amount
achieved by the ISE Member for a calendar month
applies retroactively to all contracts executed by the
ISE Member during such month. See endnote 3 [sic]
of the ISE Schedule of Fees. Similarly, NASDAQ
OMX PHLX (‘‘PHLX’’) provides a rebate for
Customer Complex Orders. See Section I, Part B of
the PHLX Pricing Schedule.
In addition to this proposed rebate,
the Exchange proposes to amend the
rate for the incremental service fee
charged to NYSE Amex Options Market
Makers that have reached the monthly
fee cap for their executions of Electronic
Complex Orders. Currently, and as
described in endnote 5 to the Fee
Schedule, NYSE Amex Options Market
Maker fees are aggregated and capped at
$350,000 per month. An incremental
service fee of $0.01 per contract applies
for NYSE Amex Options Market Maker
volume executed in excess of 3,500,000
contracts per month. However, the
incremental service fee is $0.05 for an
execution of an Electronic Complex
Order. The Exchange is proposing to
increase this incremental service fee for
Electronic Complex Order executions
from $0.05 per contract to $0.10 per
contract.
The Exchange is also proposing to
implement a fee of $0.10 per contract for
any NYSE Amex Options Market Maker
executions of SPY options as part of an
Electronic Complex Order. NYSE Amex
Options Market Makers that execute
Electronic Complex Orders in options
other than SPY would continue to pay
the existing transaction charges, as
provided in the Fee Schedule.
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2. Statutory Basis
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Federal Register / Vol. 77, No. 158 / Wednesday, August 15, 2012 / Notices
would pay if it was not capped. In this
regard, the Exchange believes that the
proposed rate is reasonable because it
would continue to incentivize NYSE
Amex Options Market Makers to trade
sufficient volume to achieve the fee cap.
The Exchange believes that this aspect
of the proposed rule change is equitable
and not unfairly discriminatory because
it will apply to all capped NYSE Amex
Options Market Makers on an equal and
non-discriminatory basis.
The Exchange believes that the
proposal to charge $0.10 per contract to
all NYSE Amex Options Market Makers
that execute SPY options as part of an
Electronic Complex Order is reasonable
because the rate is set at a level that the
Exchange believes may attract greater
Market Maker participation in the
Exchange’s Complex Order Book for
SPY options. Additionally, the
Exchange notes that NYSE Amex
Options Market Makers will continue to
be assessed Marketing Charges when
they execute SPY options as part of an
Electronic Complex Order where the
contra party is a Customer. The
Marketing Charges for SPY options are
currently $0.25 per contract, which,
when coupled with the proposed $0.10
per contract rate, results in a $0.35 per
contract charge. This all-in cost is
reasonable because it is comparable to
what other participants on the Exchange
will pay under the proposal, ranging
from $0.20 per contract for firms trading
electronically to $0.43 per contract for
non-NYSE Amex Options Market
Makers trading electronically. In this
regard, the fee is equitable and not
unfairly discriminatory, particularly
when considering the quoting
obligations that NYSE Amex Options
Market Makers must satisfy. The
Exchange notes that Market Maker
quotes establish the Exchange’s best bid
and best offer, which serve as an
important price discovery tool for
participants that enter Complex Orders
into the Exchange’s Complex Order
Book. Accordingly, the Exchange
believes that the proposed change is
reasonable, equitable and not unfairly
discriminatory. The Exchange also
believes that the proposed rule change
is equitable and not unfairly
discriminatory because it will apply to
all NYSE Amex Options Market Makers
on an equal and non-discriminatory
basis.
For these reasons, the Exchange
believes that the entire proposal is
reasonable, equitable and not unfairly
discriminatory. Finally, the Exchange
notes that it operates in a highly
competitive market in which market
participants can readily favor competing
venues if they deem fee levels at a
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particular venue to be excessive. In such
an environment, the Exchange must
continually review, and consider
adjusting, its fees and credits to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change reflects this competitive
environment.
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
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 11 of the Act and
subparagraph (f)(2) of Rule 19b–4 12
thereunder, because it establishes a due,
fee, or other charge imposed by NYSE
MKT.
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:
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–NYSEMKT–2012–34 on the
subject line.
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSEMKT–2012–34. 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 the hours of 10
a.m. and 3 p.m. Copies of the filing will
also be available for inspection and
copying at the Exchange’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–
NYSEMKT–2012–34 and should be
submitted on or before September 5,
2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–19986 Filed 8–14–12; 8:45 am]
BILLING CODE 8011–01–P
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
11 15
12 17
PO 00000
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
Frm 00090
Fmt 4703
Sfmt 9990
49037
13 17
E:\FR\FM\15AUN1.SGM
CFR 200.30–3(a)(12).
15AUN1
Agencies
[Federal Register Volume 77, Number 158 (Wednesday, August 15, 2012)]
[Notices]
[Pages 49035-49037]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-19986]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67635; File No. SR-NYSEMKT-2012-34]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed Rule Change Relating to Amendments
to the NYSE Amex Options Fee Schedule Regarding a Rebate for Order Flow
Providers, an Increase in the Service Fee Applicable to Market Makers,
and a Fee for Market Maker Executions of SPY Options
August 9, 2012.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on July 31, 2012, NYSE MKT LLC (the ``Exchange'' or ``NYSE
MKT'') filed with the Securities and Exchange Commission (the
``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\ 15 U.S.C. 78a.
\3\ 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 proposes to [sic] amend the NYSE Amex
Options Fee Schedule to (i) Establish a rebate for Order Flow Providers
(``OFPs'') \4\ based on the average daily volume (``ADV'') of Customer
\5\ Electronic Complex Orders \6\ executed by an OFP on the Exchange;
(ii) increase the service fee applicable to NYSE Amex Options Market
Makers \7\ that have reached the monthly Market Maker fee cap, from
$0.05 per contract to $0.10 per contract for executions of Electronic
Complex Orders; and (iii) establish a fee of $0.10 per contract for
NYSE Amex Options Market Maker executions of SPY options as part of an
Electronic Complex Order. The text of the proposed rule change is
available on the Exchange's Web site at www.nyse.com, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
---------------------------------------------------------------------------
\4\ An OFP is any ATP Holder that submits, as agent, orders to
the Exchange. See Rule 900.2NY(57).
\5\ The term ``Customer'' means an individual or organization
that is not a broker-dealer. See Rule 900.2NY(18).
\6\ See Rule 980NY.
\7\ References herein to Market Makers include Specialists and
e-Specialists. See Rule 900.2NY(76). See also Rule 927.4NY.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those 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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule to (i) Establish a
rebate for OFPs based on the ADV of Customer Electronic Complex Orders
executed by an OFP on the Exchange; (ii) increase the service fee
applicable to NYSE Amex Options Market Makers that have reached the
monthly Market Maker fee cap, from $0.05 per contract to $0.10 per
contract for executions of Electronic Complex Orders; and (iii)
establish a fee of $0.10 per contract for NYSE Amex Options Market
Maker executions of SPY options as part of an Electronic Complex Order.
The Exchange proposes to implement these changes on August 1, 2012.
The Exchange proposes to establish a rebate for OFPs based on the
ADV of Customer Electronic Complex Orders
[[Page 49036]]
executed by an OFP on the Exchange. An OFP would be required to execute
an ADV of at least 35,000 contracts of Customer Electronic Complex
Orders to qualify for the rebate. The proposed volume tiers and the
corresponding per contract rebate would be as follows: \8\
---------------------------------------------------------------------------
\8\ The Exchange proposes that the highest rebate amount
achieved by an OFP for the calendar month would apply retroactively
to all Customer Electronic Complex Orders executed by the OFP during
such calendar month.
------------------------------------------------------------------------
Rebate per contract for
all customer electronic
complex orders
Customer electronic complex order ADV tiers (retroactive to the
first contract traded
during the month)
------------------------------------------------------------------------
35,000 to 49,999............................... $0.04
50,000 to 69,999............................... 0.06
70,000 to 109,999.............................. 0.08
110,000 and greater............................ 0.10
------------------------------------------------------------------------
In addition to this proposed rebate, the Exchange proposes to amend
the rate for the incremental service fee charged to NYSE Amex Options
Market Makers that have reached the monthly fee cap for their
executions of Electronic Complex Orders. Currently, and as described in
endnote 5 to the Fee Schedule, NYSE Amex Options Market Maker fees are
aggregated and capped at $350,000 per month. An incremental service fee
of $0.01 per contract applies for NYSE Amex Options Market Maker volume
executed in excess of 3,500,000 contracts per month. However, the
incremental service fee is $0.05 for an execution of an Electronic
Complex Order. The Exchange is proposing to increase this incremental
service fee for Electronic Complex Order executions from $0.05 per
contract to $0.10 per contract.
The Exchange is also proposing to implement a fee of $0.10 per
contract for any NYSE Amex Options Market Maker executions of SPY
options as part of an Electronic Complex Order. NYSE Amex Options
Market Makers that execute Electronic Complex Orders in options other
than SPY would continue to pay the existing transaction charges, as
provided in the Fee Schedule.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act, in general, and furthers the objectives
of Section 6(b)(4) of the Act,\9\ in particular, because it provides
for the equitable allocation of reasonable dues, fees, and other
charges among its members and issuers and other persons using its
facilities and does not unfairly discriminate between customers,
issuers, brokers or dealers.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The proposal to establish a tiered rebate for OFPs that execute the
requisite ADV of Customer Electronic Complex Orders on the Exchange is
reasonable because it is designed to attract additional Customer
Electronic Complex Order volume to the Exchange, which would benefit
all participants by offering greater price discovery, increased
transparency and an increased opportunity to trade on the Exchange.
Additionally, the Exchange believes that the rates proposed for the
rebate are reasonable because they would incentivize OFPs to submit
Customer Electronic Complex Orders to the Exchange and would result in
a rebate that is reasonably related to an exchange's market quality
that is associated with higher volumes. The Exchange also believes that
the proposed thresholds for the tiers are reasonable because they will
reward OFPs with a greater rebate when they bring a larger number of
orders to the Exchange. The Exchange also believes that retroactively
applying the highest rebate amount achieved by an OFP to all Customer
Electronic Complex Orders executed by the OFP during the calendar month
is reasonable because it will increase the incentive for OFPs to
achieve a higher tier. Moreover, the Exchange believes that the
proposed rebate is equitable and not unfairly discriminatory because it
will be available to all OFPs that execute Customer Electronic Complex
Orders on the Exchange on an equal and non-discriminatory basis. The
Exchange also believes that the proposed rebate is reasonable because
it is not new or novel. Instead, the Exchange understands that at least
two other option exchanges currently offer a rebate specifically for
Customer Complex Order volume.\10\
---------------------------------------------------------------------------
\10\ For example, the International Securities Exchange
(``ISE'') Schedule of Fees provides that a rebate of $0.32 per
contract per leg will apply to Priority Customer Complex orders in
the Select Symbols (excluding SPY) that trade with non-Priority
Customer orders in the ISE Complex Order book; provided, however,
that a greater rebate shall apply to an ISE Member during a calendar
month that achieves a certain ADV of Priority Customer Complex Order
contracts executed during the calendar month, as follows: if the ISE
Member achieves an ADV of 75,000 Priority Customer Complex Order
contracts, the rebate amount shall be $0.33 per contract per leg; if
the ISE Member achieves an ADV of 125,000 Priority Customer Complex
Order contracts, the rebate amount shall be $0.34 per contract per
leg; and if the ISE Member achieves an ADV of 250,000 Priority
Customer Complex Order contracts, the rebate amount shall be $0.35
per contract per leg. Similar to the Exchange's proposal, the
highest rebate amount achieved by the ISE Member for a calendar
month applies retroactively to all contracts executed by the ISE
Member during such month. See endnote 3 [sic] of the ISE Schedule of
Fees. Similarly, NASDAQ OMX PHLX (``PHLX'') provides a rebate for
Customer Complex Orders. See Section I, Part B of the PHLX Pricing
Schedule.
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The Exchange believes that the proposal to increase the capped NYSE
Amex Market Maker service fee from $0.05 to $0.10 for executions of
Electronic Complex Orders is reasonable because the capped NYSE Amex
Options Market Maker would still be incentivized to continue to trade
sufficient volume once it has achieved the fee cap, thereby lowering
the effective rate for its executions over the course of the month.
Specifically, the Exchange believes that the proposed new rate is
reasonable because, among other things, the new rate would be factored
into an NYSE Amex Options Market Maker's overall transaction costs,
including the rebate proposed herein for Customer Electronic Complex
Order executions. The Exchange also believes that the proposed new rate
is reasonable because the anticipated increase in Customer Electronic
Complex Order volume that would result from the proposed rebate will
directly benefit capped NYSE Amex Options Market Makers, as they will
have an increased opportunity to trade. The Exchange believes that the
increased opportunity to trade reasonably balances the proposed
increase in the service fee, which would continue to be less than the
rate that the NYSE Amex Options Market Maker
[[Page 49037]]
would pay if it was not capped. In this regard, the Exchange believes
that the proposed rate is reasonable because it would continue to
incentivize NYSE Amex Options Market Makers to trade sufficient volume
to achieve the fee cap. The Exchange believes that this aspect of the
proposed rule change is equitable and not unfairly discriminatory
because it will apply to all capped NYSE Amex Options Market Makers on
an equal and non-discriminatory basis.
The Exchange believes that the proposal to charge $0.10 per
contract to all NYSE Amex Options Market Makers that execute SPY
options as part of an Electronic Complex Order is reasonable because
the rate is set at a level that the Exchange believes may attract
greater Market Maker participation in the Exchange's Complex Order Book
for SPY options. Additionally, the Exchange notes that NYSE Amex
Options Market Makers will continue to be assessed Marketing Charges
when they execute SPY options as part of an Electronic Complex Order
where the contra party is a Customer. The Marketing Charges for SPY
options are currently $0.25 per contract, which, when coupled with the
proposed $0.10 per contract rate, results in a $0.35 per contract
charge. This all-in cost is reasonable because it is comparable to what
other participants on the Exchange will pay under the proposal, ranging
from $0.20 per contract for firms trading electronically to $0.43 per
contract for non-NYSE Amex Options Market Makers trading
electronically. In this regard, the fee is equitable and not unfairly
discriminatory, particularly when considering the quoting obligations
that NYSE Amex Options Market Makers must satisfy. The Exchange notes
that Market Maker quotes establish the Exchange's best bid and best
offer, which serve as an important price discovery tool for
participants that enter Complex Orders into the Exchange's Complex
Order Book. Accordingly, the Exchange believes that the proposed change
is reasonable, equitable and not unfairly discriminatory. The Exchange
also believes that the proposed rule change is equitable and not
unfairly discriminatory because it will apply to all NYSE Amex Options
Market Makers on an equal and non-discriminatory basis.
For these reasons, the Exchange believes that the entire proposal
is reasonable, equitable and not unfairly discriminatory. Finally, the
Exchange notes that it operates in a highly competitive market in which
market participants can readily favor competing venues if they deem fee
levels at a particular venue to be excessive. In such an environment,
the Exchange must continually review, and consider adjusting, its fees
and credits to remain competitive with other exchanges. For the reasons
described above, the Exchange believes that the proposed rule change
reflects this competitive environment.
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
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \11\ of the Act and subparagraph (f)(2) of Rule
19b-4 \12\ thereunder, because it establishes a due, fee, or other
charge imposed by NYSE MKT.
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(2).
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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:
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-NYSEMKT-2012-34 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-NYSEMKT-2012-34. 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 the
hours of 10 a.m. and 3 p.m. Copies of the filing will also be available
for inspection and copying at the Exchange'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-NYSEMKT-2012-34 and should be submitted
on or before September 5, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-19986 Filed 8-14-12; 8:45 am]
BILLING CODE 8011-01-P