Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Equities Schedule of Fees and Charges for Exchange Services to Eliminate the Tape A Step Up Tier, Modify the Remaining Tape Step Up Tiers and Introduce an Alternative Method of Qualifying for Tier 1, 56683-56685 [2012-22523]
Download as PDF
mstockstill on DSK4VPTVN1PROD with NOTICES
Federal Register / Vol. 77, No. 178 / Thursday, September 13, 2012 / Notices
It is further ordered, pursuant to Rule
102(e) of Regulation M, that the
Company, based on the representations
and the facts presented in the Letter and
subject to the condition contained in
this order, is exempt from the
requirements of Rule 102 with respect to
the Fund, thus permitting the Fund to
redeem Shares of the Fund during the
continuous offering of such Shares.
This exemptive relief is subject to the
condition that such transactions in
Shares of the Fund or any related
securities including those deposited
with the Fund or received from the
Fund as part of the creation or
redemption process are not made for the
purpose of creating actual, or apparent,
active trading in or raising or otherwise
affecting the price of such securities.
It is further ordered, pursuant to Rule
10b–17(b)(2), that the Company, based
on the representations and the facts
presented in the Letter and subject to
the conditions contained in this order,
is exempt from the requirements of Rule
10b–17 with respect to transactions in
the shares of the Fund.
This exemptive relief is subject to the
following conditions:
• The Company will comply with
Rule 10b–17 except for Rule 10b–
17(b)(1)(v)(a) and (b); and
• The Company will provide the
information required by Rule 10b–
17(b)(1)(v)(a) and (b) to the Exchange as
soon as practicable before trading begins
on the ex-dividend date, but in no event
later than the time when the Exchange
last accepts information relating to
distributions on the day before the exdividend date.
This exemptive relief is subject to
modification or revocation at any time
the Commission determines that such
action is necessary or appropriate in
furtherance of the purposes of the
Exchange Act. Persons relying upon this
exemption shall discontinue
transactions involving the Shares of the
Fund under the circumstances
described above and in the Letter,
pending presentation of the facts for the
Commission’s consideration, in the
event that any material change occurs
with respect to any of the facts or
representations made by the Requestors.
In addition, persons relying on this
exemption are directed to the anti-fraud
and anti-manipulation provisions of the
Exchange Act, particularly Sections 9(a),
10(b), and Rule 10b–5 thereunder.
Responsibility for compliance with
these and any other applicable
provisions of the federal securities laws
must rest with the persons relying on
this exemption. This order should not
be considered a view with respect to
any other question that the proposed
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transactions may raise, including, but
not limited to the adequacy of the
disclosure concerning, and the
applicability of other federal or state
laws to, the proposed transactions.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.4
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–22522 Filed 9–12–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67806; File No. SR–
NYSEArca–2012–97]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Equities Schedule of Fees and
Charges for Exchange Services to
Eliminate the Tape A Step Up Tier,
Modify the Remaining Tape Step Up
Tiers and Introduce an Alternative
Method of Qualifying for Tier 1
September 7, 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 August
27, 2012, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) 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 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 the
NYSE Arca Equities Schedule of Fees
and Charges for Exchange Services
(‘‘Fee Schedule’’) to (i) eliminate the
Tape A Step Up Tier; (ii) modify the
remaining Tape Step Up Tiers to
exclude ETP Holders that qualify for the
Cross-Asset Tier or Investor Tier 4; and
(iii) introduce an alternative method of
qualifying for Tier 1. The Exchange
proposes to implement the fee changes
on September 1, 2012. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
4 17
CFR 200.30–3(a)(6) and (9).
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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56683
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) eliminate the Tape
A Step Up Tier; (ii) modify the
remaining Tape Step Up Tiers to
exclude ETP Holders that qualify for the
Cross-Asset Tier or Investor Tier 4; and
(iii) introduce an alternative method of
qualifying for Tier 1. The Exchange
proposes to implement the fee changes
on September 1, 2012.
The Exchange proposes to eliminate
the Tape A Step Up Tier, which
currently provides for a $0.0029 per
share fee for orders of qualifying ETP
Holders that take liquidity from the
Book in Tape A Securities.4 The
Exchange has determined to eliminate
the Tape A Step Up Tier because it has
generally not incentivized ETP Holders
to submit additional liquidity in Tape A
Securities.
The Exchange also proposes to specify
in the Fee Schedule that ETP Holders
that qualify for the Cross-Asset Tier or
Investor Tier 4 would not be eligible to
qualify for the Tape B and Tape C Step
Up Tiers and the Tape C Step Up Tier
2.5 Currently, Investor Tier 1–3 ETP
Holders are ineligible to qualify for the
reduced fees provided under the Tape B
and Tape C Step Up Tiers and the Tape
C Step Up Tier 2. The Exchange believes
that the credit per share of $0.0030 is
sufficient enough that an ETP Holder
4 Because the first instance of footnote 4 in the
Fee Schedule, which describes average daily
volume (‘‘ADV’’), is currently included within the
Tape A Step Up Tier, the Exchange proposes to
instead make the first instance of footnote 4 in the
Fee Schedule appear with the proposed new
footnote 4 reference in Tier 1.
5 As described above, the Exchange has proposed
to eliminate the Tape A Step Up Tier.
E:\FR\FM\13SEN1.SGM
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56684
Federal Register / Vol. 77, No. 178 / Thursday, September 13, 2012 / Notices
that qualifies for the Cross-Asset Tier or
Investor Tier 4 should not also be
eligible for the reduced fees applicable
to the Tape B and Tape C Step Up Tiers
and the Tape C Step Up Tier 2.
Finally, the Exchange proposes to
introduce an alternative method of
qualifying for Tier 1. Currently, an ETP
Holder must provide liquidity an
average daily share volume per month
of 0.70% or more of the U.S.
consolidated ADV (‘‘CADV’’) 6 to qualify
for Tier 1 and the applicable rates
thereunder. As proposed, an ETP
Holder, including a Market Maker,
could alternatively qualify for Tier 1 by
(a) providing liquidity an average daily
share volume per month of 0.15% or
more of the U.S. CADV and (b) being
affiliated with an NYSE Arca Options
Trading Permit (‘‘OTP’’) Holder or OTP
Firm that provides an ADV of electronic
posted executions (including all account
types, e.g., Firm, Customer, Broker
Dealer or Market Maker) in Penny Pilot
issues on NYSE Arca Options of at least
100,000 contracts during the month, of
which at least 25,000 contracts must be
for the account of a Market Maker.7 The
Exchange believes that, by providing for
an additional method of qualifying for
Tier 1, this proposed change will
provide a greater incentive to attract
additional equity and option liquidity
so as to qualify for the Tier 1 rates.
2. Statutory Basis
mstockstill on DSK4VPTVN1PROD with NOTICES
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Securities Exchange
Act of 1934 (the ‘‘Act’’),8 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, issuers and other
persons using its facilities and does not
6 U.S. CADV means United States Consolidated
Average Daily Volume for transactions reported to
the Consolidated Tape and excludes volume on
days when the market closes early.
7 The Exchange notes that the Fee Schedule
currently includes a Cross-Asset Tier for which
qualification is similarly determined based on an
ETP Holder’s equity activity on the Exchange as
well as the option activity of an affiliated OTP
Holder or OTP Firm on NYSE Arca Options. For
purposes of the proposed alternative Tier 1
qualifying method, and as is the case for the
existing Cross-Asset Tier, an affiliate of an ETP
Holder would be a person or firm that directly, or
indirectly through one or more intermediaries,
controls or is controlled by, or is under common
control with, the ETP Holder. See NYSE Arca Rule
1.1(b). Also, as provided under NYSE Arca Options
Rule 6.72, options on certain issues have been
approved to trade with a minimum price variation
of $0.01 as part of a pilot program that is currently
scheduled to expire on December 31, 2012.
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(4).
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19:13 Sep 12, 2012
Jkt 226001
unfairly discriminate between
customers, issuers, brokers or dealers.
The Exchange believes that the
proposed rule change is reasonable
because eliminating the Tape A Step Up
Tier would remove a pricing tier from
the Fee Schedule that has generally not
incentivized ETP Holders to submit
additional liquidity in Tape A
Securities. Removal of the Tape A Step
Up Tier is also equitable and not
unfairly discriminatory because it
would be eliminated for all ETP
Holders.
The Exchange believes that making
ETP Holders that qualify for the CrossAsset Tier or Investor Tier 4 ineligible
to qualify for the Tape B and Tape C
Step Up Tiers and the Tape C Step Up
Tier 2 is reasonable because the ETP
Holders that qualify for the Cross-Asset
Tier or Investor Tier 4 would already
receive a higher credit for such
executions and would therefore not
require the added economic incentive of
decreased execution fees in order to
encourage greater amounts of liquidity.
Furthermore, the Exchange believes that
this is equitable and not unfairly
discriminatory because all ETP Holders
that qualify for the Cross-Asset Tier or
Investor Tier 4 would be ineligible to
qualify for the Tape B and Tape C Step
Up Tiers and the Tape C Step Up Tier
2.
The Exchange also believes that the
proposed rule change is reasonable
because the proposed new method of
qualifying for Tier 1 would provide ETP
Holders, including Market Makers, with
an additional method of qualifying for
the applicable rates thereunder. In this
regard, the Exchange believes that the
Tier 1 rates are reasonable because they
would directly relate to the activity of
an ETP Holder and an affiliated OTP
Holder or OTP Firm on NYSE Arca
Options, thereby encouraging increased
trading activity on both the NYSE Arca
equity and option markets.
Additionally, the Exchange believes that
the proposed change is reasonable
because the opportunity to qualify for
the Tier 1 rates would incentivize ETP
Holders to provide liquidity on the
Exchange and would result in rates that
are reasonably related to an exchange’s
market quality that is associated with
higher volumes. In this regard, the
proposal is also designed to bring
additional posted order flow to NYSE
Arca Options, so as to provide
additional opportunities for all OTP
Holders and OTP Firms to trade on
NYSE Arca Options. Accordingly, the
Exchange believes that this may
incentivize ETP Holders and their
affiliates to increase the orders sent
directly to the Exchange’s equity and
PO 00000
Frm 00079
Fmt 4703
Sfmt 4703
option markets and therefore provide
liquidity that supports the quality of
price discovery and promotes market
transparency.
The Exchange also believes that the
proposed thresholds for the new method
of qualifying for Tier 1 are reasonable
because they are designed to encourage
increased trading activity on both the
NYSE Arca equity and option markets.
The Exchange also believes that the
proposed thresholds are reasonable
because they are comparable to
thresholds that are already in place on
the Exchange. For example, while the
proposed equities threshold of 0.15% is
lower than that of the Cross-Asset Tier
(i.e., 0.45%), it is balanced by the
proposed options threshold of 100,000
contracts, which is higher than that of
the Cross-Asset Tier (i.e., 90,000
contracts). Furthermore, while the
options threshold for the Cross-Asset
Tier considers only Customer
executions, the proposed options
threshold considers executions for all
account types (e.g., Firm, Customer,
Broker Dealer and Market Maker). The
Exchange also believes that the
proposed thresholds are reasonable
because they are comparable to the
thresholds that are already in place on
at least one other exchange. Specifically,
the NASDAQ Stock Market provides a
credit of $0.0029 per share when a
member adds displayed liquidity that is
greater than 0.15% of U.S. CADV and
greater than 100,000 total contracts
(added and removed) on the NASDAQ
Options Market. Additionally, requiring
that at least 25,000 of the 100,000
contract threshold be for the account of
a Market Maker on NYSE Arca Options
is reasonable because it would
reasonably ensure that an ETP Holder
that qualifies for Tier 1 according to this
newly proposed method is affiliated
with an OTP Holder or OTP Firm that
submits option volume that is not
exclusively for Customers.10
The proposed new method of
qualifying for Tier 1 is also equitable
and not unfairly discriminatory because
it would be available to all ETP Holders
on an equal and non-discriminatory
basis. In this regard, the Exchange notes
that ETP Holders that are not affiliated
with an OTP Holder or OTP Firm on
NYSE Arca Options would continue to
have the opportunity to qualify for Tier
1 by satisfying the existing
requirements, which would not change
as a result of this proposal.
10 The Cross-Asset Tier is designed to incentivize
additional liquidity from ETP Holders that are
affiliated with OTP Holders or OTP Firms that
submit Customer flow on NYSE Arca Options.
E:\FR\FM\13SEN1.SGM
13SEN1
Federal Register / Vol. 77, No. 178 / Thursday, September 13, 2012 / Notices
Finally, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily favor competing venues. 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
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
Arca.
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:
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2012–97. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of 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–
NYSEArca–2012–97 and should be
submitted on or before October 4, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–22523 Filed 9–12–12; 8:45 am]
BILLING CODE 8011–01–P
mstockstill on DSK4VPTVN1PROD with NOTICES
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
VerDate Mar<15>2010
19:13 Sep 12, 2012
[Release No. 34–67720; File No. SR–
NYSEArca–2012–89]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Proposing To Offer
Certain Proprietary Options Data
Products
August 23, 2012.
Correction
In notice document 2012–21386,
appearing on pages 52769–52771 in the
issue of Thursday, August 30, 2012,
make the following correction:
On page 52769, in the second column,
the Release No. and File No., which
were inadvertently omitted from the
document heading, are added to read as
set forth above.
[FR Doc. C1–2012–21386 Filed 9–12–12; 8:45 am]
BILLING CODE 1505–01–D
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67719; File No. SR–
NYSEMKT–2012–40]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Proposing To Offer
Certain Proprietary Options Data
Products
August 23, 2012
Correction
In notice document 2012–21385,
appearing on pages 52767–52769 in the
issue of Thursday, August 30, 2012,
make the following correction:
On page 52767, in the second column,
the Release No. and File No., which
were inadvertently omitted from the
document heading, are added to read as
set forth above.
BILLING CODE 1505–01–D
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2012–97 on the
subject line.
12 17
SECURITIES AND EXCHANGE
COMMISSION
[FR Doc. C1–2012–21385 Filed 9–12–12; 8:45 am]
Electronic Comments
11 15
56685
13 17
Jkt 226001
PO 00000
CFR 200.30–3(a)(12).
Frm 00080
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E:\FR\FM\13SEN1.SGM
13SEN1
Agencies
[Federal Register Volume 77, Number 178 (Thursday, September 13, 2012)]
[Notices]
[Pages 56683-56685]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-22523]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67806; File No. SR-NYSEArca-2012-97]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Equities Schedule of Fees and Charges for Exchange Services to
Eliminate the Tape A Step Up Tier, Modify the Remaining Tape Step Up
Tiers and Introduce an Alternative Method of Qualifying for Tier 1
September 7, 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 August 27, 2012, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') 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 amend the NYSE Arca Equities Schedule of
Fees and Charges for Exchange Services (``Fee Schedule'') to (i)
eliminate the Tape A Step Up Tier; (ii) modify the remaining Tape Step
Up Tiers to exclude ETP Holders that qualify for the Cross-Asset Tier
or Investor Tier 4; and (iii) introduce an alternative method of
qualifying for Tier 1. The Exchange proposes to implement the fee
changes on September 1, 2012. 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) eliminate
the Tape A Step Up Tier; (ii) modify the remaining Tape Step Up Tiers
to exclude ETP Holders that qualify for the Cross-Asset Tier or
Investor Tier 4; and (iii) introduce an alternative method of
qualifying for Tier 1. The Exchange proposes to implement the fee
changes on September 1, 2012.
The Exchange proposes to eliminate the Tape A Step Up Tier, which
currently provides for a $0.0029 per share fee for orders of qualifying
ETP Holders that take liquidity from the Book in Tape A Securities.\4\
The Exchange has determined to eliminate the Tape A Step Up Tier
because it has generally not incentivized ETP Holders to submit
additional liquidity in Tape A Securities.
---------------------------------------------------------------------------
\4\ Because the first instance of footnote 4 in the Fee
Schedule, which describes average daily volume (``ADV''), is
currently included within the Tape A Step Up Tier, the Exchange
proposes to instead make the first instance of footnote 4 in the Fee
Schedule appear with the proposed new footnote 4 reference in Tier
1.
---------------------------------------------------------------------------
The Exchange also proposes to specify in the Fee Schedule that ETP
Holders that qualify for the Cross-Asset Tier or Investor Tier 4 would
not be eligible to qualify for the Tape B and Tape C Step Up Tiers and
the Tape C Step Up Tier 2.\5\ Currently, Investor Tier 1-3 ETP Holders
are ineligible to qualify for the reduced fees provided under the Tape
B and Tape C Step Up Tiers and the Tape C Step Up Tier 2. The Exchange
believes that the credit per share of $0.0030 is sufficient enough that
an ETP Holder
[[Page 56684]]
that qualifies for the Cross-Asset Tier or Investor Tier 4 should not
also be eligible for the reduced fees applicable to the Tape B and Tape
C Step Up Tiers and the Tape C Step Up Tier 2.
---------------------------------------------------------------------------
\5\ As described above, the Exchange has proposed to eliminate
the Tape A Step Up Tier.
---------------------------------------------------------------------------
Finally, the Exchange proposes to introduce an alternative method
of qualifying for Tier 1. Currently, an ETP Holder must provide
liquidity an average daily share volume per month of 0.70% or more of
the U.S. consolidated ADV (``CADV'') \6\ to qualify for Tier 1 and the
applicable rates thereunder. As proposed, an ETP Holder, including a
Market Maker, could alternatively qualify for Tier 1 by (a) providing
liquidity an average daily share volume per month of 0.15% or more of
the U.S. CADV and (b) being affiliated with an NYSE Arca Options
Trading Permit (``OTP'') Holder or OTP Firm that provides an ADV of
electronic posted executions (including all account types, e.g., Firm,
Customer, Broker Dealer or Market Maker) in Penny Pilot issues on NYSE
Arca Options of at least 100,000 contracts during the month, of which
at least 25,000 contracts must be for the account of a Market Maker.\7\
The Exchange believes that, by providing for an additional method of
qualifying for Tier 1, this proposed change will provide a greater
incentive to attract additional equity and option liquidity so as to
qualify for the Tier 1 rates.
---------------------------------------------------------------------------
\6\ U.S. CADV means United States Consolidated Average Daily
Volume for transactions reported to the Consolidated Tape and
excludes volume on days when the market closes early.
\7\ The Exchange notes that the Fee Schedule currently includes
a Cross-Asset Tier for which qualification is similarly determined
based on an ETP Holder's equity activity on the Exchange as well as
the option activity of an affiliated OTP Holder or OTP Firm on NYSE
Arca Options. For purposes of the proposed alternative Tier 1
qualifying method, and as is the case for the existing Cross-Asset
Tier, an affiliate of an ETP Holder would be a person or firm that
directly, or indirectly through one or more intermediaries, controls
or is controlled by, or is under common control with, the ETP
Holder. See NYSE Arca Rule 1.1(b). Also, as provided under NYSE Arca
Options Rule 6.72, options on certain issues have been approved to
trade with a minimum price variation of $0.01 as part of a pilot
program that is currently scheduled to expire on December 31, 2012.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Securities Exchange Act of 1934 (the
``Act''),\8\ 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, issuers and other persons using its facilities and does not
unfairly discriminate between customers, issuers, brokers or dealers.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that the proposed rule change is reasonable
because eliminating the Tape A Step Up Tier would remove a pricing tier
from the Fee Schedule that has generally not incentivized ETP Holders
to submit additional liquidity in Tape A Securities. Removal of the
Tape A Step Up Tier is also equitable and not unfairly discriminatory
because it would be eliminated for all ETP Holders.
The Exchange believes that making ETP Holders that qualify for the
Cross-Asset Tier or Investor Tier 4 ineligible to qualify for the Tape
B and Tape C Step Up Tiers and the Tape C Step Up Tier 2 is reasonable
because the ETP Holders that qualify for the Cross-Asset Tier or
Investor Tier 4 would already receive a higher credit for such
executions and would therefore not require the added economic incentive
of decreased execution fees in order to encourage greater amounts of
liquidity. Furthermore, the Exchange believes that this is equitable
and not unfairly discriminatory because all ETP Holders that qualify
for the Cross-Asset Tier or Investor Tier 4 would be ineligible to
qualify for the Tape B and Tape C Step Up Tiers and the Tape C Step Up
Tier 2.
The Exchange also believes that the proposed rule change is
reasonable because the proposed new method of qualifying for Tier 1
would provide ETP Holders, including Market Makers, with an additional
method of qualifying for the applicable rates thereunder. In this
regard, the Exchange believes that the Tier 1 rates are reasonable
because they would directly relate to the activity of an ETP Holder and
an affiliated OTP Holder or OTP Firm on NYSE Arca Options, thereby
encouraging increased trading activity on both the NYSE Arca equity and
option markets. Additionally, the Exchange believes that the proposed
change is reasonable because the opportunity to qualify for the Tier 1
rates would incentivize ETP Holders to provide liquidity on the
Exchange and would result in rates that are reasonably related to an
exchange's market quality that is associated with higher volumes. In
this regard, the proposal is also designed to bring additional posted
order flow to NYSE Arca Options, so as to provide additional
opportunities for all OTP Holders and OTP Firms to trade on NYSE Arca
Options. Accordingly, the Exchange believes that this may incentivize
ETP Holders and their affiliates to increase the orders sent directly
to the Exchange's equity and option markets and therefore provide
liquidity that supports the quality of price discovery and promotes
market transparency.
The Exchange also believes that the proposed thresholds for the new
method of qualifying for Tier 1 are reasonable because they are
designed to encourage increased trading activity on both the NYSE Arca
equity and option markets. The Exchange also believes that the proposed
thresholds are reasonable because they are comparable to thresholds
that are already in place on the Exchange. For example, while the
proposed equities threshold of 0.15% is lower than that of the Cross-
Asset Tier (i.e., 0.45%), it is balanced by the proposed options
threshold of 100,000 contracts, which is higher than that of the Cross-
Asset Tier (i.e., 90,000 contracts). Furthermore, while the options
threshold for the Cross-Asset Tier considers only Customer executions,
the proposed options threshold considers executions for all account
types (e.g., Firm, Customer, Broker Dealer and Market Maker). The
Exchange also believes that the proposed thresholds are reasonable
because they are comparable to the thresholds that are already in place
on at least one other exchange. Specifically, the NASDAQ Stock Market
provides a credit of $0.0029 per share when a member adds displayed
liquidity that is greater than 0.15% of U.S. CADV and greater than
100,000 total contracts (added and removed) on the NASDAQ Options
Market. Additionally, requiring that at least 25,000 of the 100,000
contract threshold be for the account of a Market Maker on NYSE Arca
Options is reasonable because it would reasonably ensure that an ETP
Holder that qualifies for Tier 1 according to this newly proposed
method is affiliated with an OTP Holder or OTP Firm that submits option
volume that is not exclusively for Customers.\10\
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\10\ The Cross-Asset Tier is designed to incentivize additional
liquidity from ETP Holders that are affiliated with OTP Holders or
OTP Firms that submit Customer flow on NYSE Arca Options.
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The proposed new method of qualifying for Tier 1 is also equitable
and not unfairly discriminatory because it would be available to all
ETP Holders on an equal and non-discriminatory basis. In this regard,
the Exchange notes that ETP Holders that are not affiliated with an OTP
Holder or OTP Firm on NYSE Arca Options would continue to have the
opportunity to qualify for Tier 1 by satisfying the existing
requirements, which would not change as a result of this proposal.
[[Page 56685]]
Finally, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing venues. 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 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 Arca.
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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-NYSEArca-2012-97 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-NYSEArca-2012-97. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of 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-NYSEArca-2012-97 and should
be submitted on or before October 4, 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. 2012-22523 Filed 9-12-12; 8:45 am]
BILLING CODE 8011-01-P