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, 21443-21447 [2013-08385]
Download as PDF
Federal Register / Vol. 78, No. 69 / Wednesday, April 10, 2013 / Notices
as reflected in the LULD Release.
Moreover, the related Information
Memorandum to members and member
organizations would provide advance
notice to NYSE MKT members and
member organizations that the Exchange
would cease offering the LRP
functionality in furtherance of the
Commission’s expectations.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose a
burden on competition because the
Exchange is discontinuing the LRP
functionality to fulfill the Commission’s
expectations. In this respect, the
Exchange notes that because
Commission expects all exchanges to
discontinue their respective volatility
mechanisms, there should be no burden
on competition because all exchanges as
well as their members and issuers
would be similarly situated.
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 Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 13 and Rule
19b–4(f)(6) thereunder.14 Because the
proposed rule change does not: (i)
significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 15 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
TKELLEY on DSK3SPTVN1PROD with NOTICES
13 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires the Exchange to give the
Commission written notice of the Exchange’s intent
to file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
15 17 CFR 240.19b–4(f)(6).
14 17
VerDate Mar<15>2010
17:59 Apr 09, 2013
Jkt 229001
21443
to Rule 19b–4(f)(6)(iii),16 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to designate an operative
date of April 8, 2013. The Commission
believes that waiving the operative
delay and designating April 8, 2013 as
the operative date of the proposed rule
change is consistent with the protection
of investors and the public interest
because such waiver would allow the
proposed rule change to be operative on
the initial date of Plan operations.
Accordingly, the Commission hereby
grants the Exchange’s request and
designates an operative date of April 8,
2013.17
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.
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–
NYSEMKT–2013–33 and should be
submitted on or before May 1, 2013.
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.18
Kevin M. O’Neill,
Deputy Secretary.
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–2013–33 on the
subject line.
SECURITIES AND EXCHANGE
COMMISSION
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–2013–33. 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
16 17
CFR 240.19b–4(f)(6)(iii).
purposes only of waiving the operative
delay, the Commission has considered the proposed
rule’s impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
17 For
PO 00000
Frm 00106
Fmt 4703
Sfmt 4703
[FR Doc. 2013–08320 Filed 4–9–13; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–69305; File No. SR–
NYSEArca–2013–32]
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
April 4, 2013.
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 March
25, 2013, 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
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
E:\FR\FM\10APN1.SGM
10APN1
21444
Federal Register / Vol. 78, No. 69 / Wednesday, April 10, 2013 / Notices
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Schedule of Fees and Charges for
Exchange Services (‘‘Fee Schedule’’) to
(i) amend Step Up Tier 1 and Step Up
Tier 2 (the ‘‘Step Up Tiers’’) to increase
the volume threshold requirements
needed to be eligible for each respective
tier; (ii) amend the Cross-Asset Tier to
replace the numeric benchmark needed
to be eligible for the tier with a
benchmark based on a percentage of
options contract volume; (iii) add a new
Retail Order Cross-Asset Tier; (iv) raise
the fee charged for transactions in
securities with a per share price below
$1.00; and (v) amend the options-related
volume requirements in certain tiers in
the Fee Schedule to exclude volume in
mini options from contributing to the
volume requirements of the affected
tiers. The Exchange proposes to
implement the changes on April 1,
2013. 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
Statutory Basis for, the Proposed Rule
Change
TKELLEY on DSK3SPTVN1PROD with NOTICES
1. Purpose
The Exchange proposes to amend its
Fee Schedule to (i) amend the Step Up
Tiers to increase the volume threshold
requirements needed to be eligible for
each respective tier; (ii) amend the
Cross-Asset Tier to replace the numeric
benchmark needed to be eligible for the
tier with a benchmark based on a
percentage of options contract volume;
(iii) add a new Retail Order Cross-Asset
Tier; (iv) raise the fee charged for
VerDate Mar<15>2010
17:59 Apr 09, 2013
Jkt 229001
transactions in securities with a per
share price below $1.00; and (v) amend
the options-related volume
requirements in certain tiers in the Fee
Schedule to exclude volume in mini
options from contributing to the volume
requirements of the affected tiers. The
Exchange proposes to implement the
changes on April 1, 2013.
Step Up Tiers
Currently, in order to qualify for Step
Up Tier 1, an ETP Holder on a daily
basis, measured monthly, must directly
execute providing volume on NYSE
Arca in an amount that is an increase of
no less than 0.15% of U.S. consolidated
average daily volume (‘‘US CADV’’) in
Tape A, Tape B, and Tape C securities
for that month over the ETP Holder’s
average daily providing volume in June
2011 (the ‘‘Baseline Month’’), subject to
a minimum increase of 15 million
average daily providing shares.4 The
Exchange proposes to increase the
eligibility requirement for Step Up Tier
1 to no less than 0.20% of US CADV for
the month over the ETP Holder’s
average daily providing volume in the
Baseline Month, subject to a minimum
increase of 20 million average daily
providing shares.
Similarly, in order to qualify for Step
Up Tier 2, an ETP Holder on a daily
basis, measured monthly, must directly
execute providing volume on NYSE
Arca in an amount that is an increase of
no less than 0.10% of US CADV for that
month over the ETP Holder’s average
daily providing volume in the Baseline
Month, subject to a minimum increase
of 10 million average daily providing
shares. The Exchange proposes to
increase the eligibility requirement for
Step Up Tier 2 to no less than 0.12% of
US CADV for the month over the ETP
Holder’s average daily providing
volume in the Baseline Month, subject
to a minimum increase of 12 million
average daily providing shares.
By way of example, if an ETP Holder
executed an average daily providing
volume of 5 million shares in the
Baseline Month, then to qualify for Step
Up Tier 2 in a month where US CADV
is 11 billion shares, that ETP Holder
would need to increase its average daily
providing volume by at least 13.2
million shares, or 0.12% of that month’s
US CADV, for a total average daily
4 US 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. Transactions
that are not reported to the Consolidated Tape are
not included in US CADV. The Exchange currently
makes this data publicly available on a T + 1 basis
from a link at https://www.nyxdata.com/US-andEuropean-Volumes.
PO 00000
Frm 00107
Fmt 4703
Sfmt 4703
providing volume of at least 18.2
million shares. If that same ETP Holder
in that same month increased its average
daily providing volume by at least 22
million shares, or 0.20% of that month’s
US CADV, for a total average daily
providing volume average of at least 27
million shares, then that ETP Holder
would qualify for Step Up Tier 1.5
As previously explained,6 the goal of
the Step Up Tiers is to incent ETP
Holders to increase the orders sent
directly to NYSE Arca and therefore
provide liquidity that supports the
quality of price discovery and promotes
market transparency. In the Step Up
Tiers Release, the Exchange explained
that the Step Up Tiers were expected to
benefit ETP Holders whose increased
order flow provided added levels of
liquidity (thereby contributing to the
depth and market quality of the Book)
but who are still not eligible for Tier 1,
2 or 3, or Investor Tier 1 or 2.7 For
similar reasons, the Exchange believes
that raising the volume requirements
needed to be eligible for each respective
Step Up Tier will continue to incent
ETP Holders to increase the orders sent
directly to NYSE Arca and therefore
provide liquidity that supports the
quality of price discovery and promotes
market transparency. The Exchange
believes that this especially is the case
given that the credits for Tape A and
Tape C securities under Step Up Tier 1
($0.00295) and Step Up Tier 2 ($0.0029)
are substantially higher that the credits
for Tape A and Tape C securities under
the Basic Rates ($0.0021) and Tier 3
($0.0025).
Cross-Asset Tier
Currently, under the Cross-Asset Tier,
ETP Holders and Market Makers that (1)
provide liquidity of 0.45% or more of
the US CADV per month in Tape A,
Tape B, and Tape C securities
combined, and (2) are affiliated with an
NYSE Arca Options Trading Permit
(‘‘OTP’’) Holder or OTP Firm that
provides an average daily volume
(‘‘ADV’’) of electronic posted Customer
executions in Penny Pilot issues on
NYSE Arca Options of at least 90,000
contracts receive a per share credit of
$0.0030 for orders in Tape A, Tape B
5 In addition, for both Step Up Tiers, those ETP
Holders that did not directly provide volume to
NYSE Arca in the Baseline Month will be treated
as having an average daily providing volume of zero
for the Baseline Month. With respect to the
increased percentage of US CADV, the volume
requirements to reach the Step Up Tiers’ pricing
levels will adjust each calendar month based on the
US CADV for that given month.
6 See Securities Exchange Act Release No. 64820
(July 6, 2011), 76 FR 40974 (July 12, 2011) (SR–
NYSEArca–2011–41) (‘‘Step Up Tiers Release’’).
7 Id. at 76 FR 40975.
E:\FR\FM\10APN1.SGM
10APN1
Federal Register / Vol. 78, No. 69 / Wednesday, April 10, 2013 / Notices
TKELLEY on DSK3SPTVN1PROD with NOTICES
and Tape C securities that provide
liquidity to the Book. The Exchange
proposes to replace the current fixed
90,000-contract requirement with a
variable requirement of at least 0.95% of
total Customer equity and exchangetraded fund (‘‘ETF’’) option (as
discussed below, excluding mini
options) ADV, as reported by the
Options Clearing Corporation (‘‘OCC’’).8
The Exchange is proposing these
changes to the Cross-Asset Tier in order
to make the eligibility requirement
consistent with the Exchange’s other
variable eligibility requirements that are
based on percentage of volume. The
Exchange believes that using an
eligibility requirement based on
percentage of volume will better reflect
fluctuations in trading volumes. In this
respect, the Exchange notes that Equity
and ETF Customer volume is a widely
followed benchmark of industry volume
and is indicative of industry market
share. The Exchange also notes that
based on current volume, the 0.95%
volume requirement is consistent with
the original 110,000 contract
requirement which was lowered July 1,
2012 due to concerns over temporarily
lower volume on NYSE Arca Options.9
The proposed changes to the CrossAsset Tier would thus eliminate the
need to modify a fixed number
requirement because a threshold based
8 The OCC provides volume information in two
product categories: equity and ETF volume and
index volume, and the information can be filtered
to show only Customer, firm, or market maker
account type. Equity and ETF Customer volume
numbers are available directly from the OCC each
morning, or may be transmitted, upon request, free
of charge from the Exchange. Total Industry
Customer equity and ETF option ADV is comprised
of those equity and ETF option contracts that clear
in the customer account type at OCC, including
Exchange-Traded Fund Shares, Trust Issued
Receipts, Partnership Units, and Index-Linked
Securities such as Exchange-Traded Notes (see
NYSE Arca Options Rule 5.3(g)–(j)), and does not
include contracts that clear in either the firm or
market maker account type at OCC or contracts
overlying a security other than an equity or ETF
security. The Exchange notes that there is one
Penny Pilot issue, Mini NDX 100 Stock Index, that
does not overlie an equity or ETF security that is
eligible for the Customer posting credit. This Penny
Pilot issue is not included in equity and ETF option
ADV; however, the Exchange expects that the effect
on the calculations for the qualification thresholds
for tiered Customer posting credits to be negligible.
Under the proposed rule change, Total Industry
Customer equity and ETF option ADV will be that
which is reported for the month by OCC in the
month in which the credits may apply. The
Exchange currently makes this data publicly
available on a T+1 basis from a link at https://
www.nyxdata.com/factbook.
9 See Securities Exchange Act Release Nos. 67180
(June 11, 2012), 77 FR 36027 (June 15, 2012) (SR–
NYSEArca–2012–56) and 67424 (July 12, 2012), 77
FR 42347 (July 18, 2012) (SR–NYSE–Arca–2012–
70).
VerDate Mar<15>2010
17:59 Apr 09, 2013
Jkt 229001
on volume would automatically make
the necessary adjustments.
Retail Order Cross-Asset Tier
The Exchange also is proposing a new
Retail Cross-Asset Tier. Under the Retail
Cross-Asset Tier, firms that execute at
least 0.30% of US CADV in retail orders
and are affiliated with an NYSE Arca
OTP Holder or OTP Firm that provides
an ADV of electronic posted Customer
executions in customer penny pilot
options of at least 0.50% of total
Customer equity and ETF option (as
discussed below, excluding mini
options) ADV would qualify for a $.0034
rebate for retail orders that provide
liquidity. The Retail Cross-Asset Tier
would provide firms with a second way
to qualify for the $0.0034 rebate (in
addition to Investor Tier 1) using equity
retail and options customer post. The
Exchange notes that the $0.0034 rebate
is $.0001 higher than the current Retail
Order Tier in light of the tier including
an additional options requirement and a
higher equity retail requirement.
Sub-$1.00 Securities
Currently, a fee of 0.2% of the total
dollar value of the transaction is
charged for transactions with a per share
price below $1.00 that take liquidity
from the Book. The Exchange proposes
raising the fee from 0.2% of the total
dollar value of the transaction to 0.3%
of the total dollar value of the
transaction. The Exchange is proposing
these changes as they are consistent
with similar fee amounts charged by
other exchanges.10
Mini Options
The Exchange proposes to amend the
Fee Schedule to specifically exclude
volume in mini options from
contributing to the volume requirements
for tiers with an options volume-related
component. Specifically, the proposed
amendment would exclude volume in
mini options from contributing to the
volume requirements in Tier 1 and the
Cross-Asset Tier. Mini option volume
similarly would be excluded from the
proposed Retail Order Cross-Asset Tier
discussed above.
The proposed changes are not
otherwise intended to address any other
problem, and the Exchange is not aware
of any significant problem that the
affected market participants would have
in complying with the proposed
changes.
10 See, e.g., DirectEdge Fee Schedule, available at
https://www.directedge.com/Membership/
FeeSchedule/EDGXFeeSchedule.aspx; and Nasdaq
Fee Schedule, available at https://
www.nasdaqtrader.com/
Trader.aspx?id=PriceListTrading2#execution.
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
21445
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,11 in general, and
furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,12 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.
The Exchange believes that the
proposed amendments to the Step Up
Tiers that raise the volume requirements
needed to be eligible for each respective
tier are reasonable because the proposed
changes are designed to further incent
ETP Holders to increase the orders sent
directly to NYSE Arca and therefore
provide liquidity that supports the
quality of price discovery and promotes
market transparency. The Exchange
believes that this is especially the case
given that the credits for Tape A and
Tape C securities under Step Up Tier 1
($0.00295) and Step Up Tier 2 ($0.0029)
are substantially higher than the credits
for Tape A and Tape C securities under
Basic Rates ($0.0021) and Tier 3
($0.0025). The Exchange further
believes that the proposed amendments
to the Step Up Tiers are equitable and
not unfairly discriminatory because they
will benefit ETP Holders whose
increased order flow provides added
levels of liquidity (thereby contributing
to the depth and market quality of the
Book), but who may still not be eligible
for Tier 1, 2 or 3, or other tiers.
Moreover, the Step Up Tiers are
available for all ETP Holders to satisfy.
The Exchange believes that the
proposal to amend the Cross-Asset Tier
to replace the current fixed benchmark
needed to be eligible for the tier with a
variable benchmark based on a
percentage of volume is reasonable
because it will make the eligibility
requirement consistent with the
Exchange’s other variable eligibility
requirements that also are based on
percentage of volume. In addition, the
Exchange believes that expanding the
basis for the Cross-Asset Tier to include
all Customer equity and ETF options
ADV will better reflect the correlation
between options trading and the
underlying securities, which trade at the
Exchange, including ETFs. In this
respect, the Exchange notes that Equity
and ETF Customer volume is a widely
followed benchmark of industry volume
and is indicative of industry market
11 15
12 15
E:\FR\FM\10APN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
10APN1
TKELLEY on DSK3SPTVN1PROD with NOTICES
21446
Federal Register / Vol. 78, No. 69 / Wednesday, April 10, 2013 / Notices
share.13 In addition, the Exchange
believes that the proposed amendments
to the Cross-Asset Tier are equitable and
not unfairly discriminatory because they
will apply to all ETP Holders and
Market Makers.
Moreover, the Cross-Asset Tier is
available for all ETP Holders to satisfy,
except for those ETP Holders that are
not affiliated with an NYSE Arca
Options OTP Holder or OTP Firm.
However, the Exchange notes that ETP
Holders that are not affiliated with an
NYSE Arca Options OTP Holder or OTP
Firm are still eligible for the $0.0030
Cross-Asset Tier rate when they qualify
for one of the other Tiers described in
the Fee Schedule (e.g., Tier 1).
The Exchange believes that the
proposal to add the new Retail Order
Cross-Asset Tier is reasonable because it
would provide firms with a way in
which to qualify for $0.0034 rebate
through equity retail and options
customer orders. The Exchange further
believes that the proposed Retail Order
Cross-Asset Tier is equitable and not
unfairly discriminatory because a firm
that does not submit options orders can
still be eligible for the $0.0034 rebate
available from Investor Tier 1.
The Exchange believes that the
proposal to raise the fee charged for
transactions with a per share price
below $1.00 that take liquidity from the
Book from 0.2% to 0.3% of the total
dollar value of the transaction is
reasonable because the proposed new
rate is consistent with similar fee
amounts charged by other exchanges.14
The Exchange further believes that the
proposed fee increase is equitable and
not unfairly discriminatory because it
will apply to all transactions that take
liquidity from the Exchange in
securities with a per share price below
$1.00.
Finally, the Exchange believes that
the proposal to exclude volume in mini
options from contributing to the option
volume requirements for Tier 1, the
Cross-Asset Tier and the proposed
Retail Order Cross-Asset Tier is
reasonable because the options volume
requirement currently in place in the fee
schedule were established prior to the
existence of mini options, a new
product on NYSE Arca Options.
Because mini options are such a new
product, the Exchange believes it is
reasonable to exclude mini option
volume in this way. The Exchange
further believes that the proposal to
exclude volume in mini options from
the tiers mentioned above is equitable
and not unfairly discriminatory because
13 See
14 See
supra note 8.
supra note 10.
VerDate Mar<15>2010
17:59 Apr 09, 2013
Jkt 229001
all market participants that are eligible
for the affected tiers will be similarly
situated.
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. In particular,
the proposed amendments to the Step
Up Tiers that raise the volume
requirement needed to be eligible for
each respective tier are designed to
incent ETP Holders and Market Makers
to increase the volume of orders sent
directly to NYSE Arca and therefore
provide liquidity that supports the
quality of price discovery and promotes
market transparency.
The proposal to amend the CrossAsset Tier to replace the numeric
benchmark needed to be eligible for the
tier with a benchmark based on a
percentage of volume will not place an
undue burden on competition because it
will apply uniformly to all ETP Holders
and Market Makers. The proposal to add
the new Retail Order Cross-Asset Tier
will not place an undue burden on
competition because all firms can be
eligible for the $0.0034 credit, as those
firms that do not submit options orders
can still qualify to receive the $0.0034
rebate by meeting the requirements of
Investor Tier 1.
The proposal to raise the fee charged
for transactions with a per share price
below $1.00 from 0.2% to 0.3% of the
total value of orders that take liquidity
from the Book is consistent with similar
fees charged by other exchanges.
Finally, the proposal to exclude volume
in mini options from contributing to the
option volume requirements for Tier 1,
the Cross-Asset Tier and the proposed
Retail Order Cross-Asset Tier will not
place an undue burden on competition
because all market participants will be
similarly situated in their inability to
the use volume in mini options to
satisfy the options volume requirements
of the affected tiers.
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.
PO 00000
Frm 00109
Fmt 4703
Sfmt 4703
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)(ii) of the Act 15 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 Securities
and Exchange Commission
(‘‘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. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 16 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2013–32 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-2013–32. 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
15 15
16 15
E:\FR\FM\10APN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
U.S.C. 78s(b)(2)(B).
10APN1
Federal Register / Vol. 78, No. 69 / Wednesday, April 10, 2013 / Notices
(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
offices of NYSE Arca. 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–2013–32, and should be
submitted on or before May 1, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–08385 Filed 4–9–13; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–69310; File No. SR–BATS–
2013–022]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Modify Market Maker
Peg Order Functionality
TKELLEY on DSK3SPTVN1PROD with NOTICES
April 4, 2013.
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 March
22, 2013, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Mar<15>2010
17:59 Apr 09, 2013
Jkt 229001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing with the
Commission a proposal to amend the
functionality of the Market Maker Peg
Order to more closely resemble
analogous order types offered by
NASDAQ Stock Market LLC (‘‘Nasdaq’’)
and EDGX Exchange, Inc. (‘‘EDGX’’) 3
and to make certain clarifying changes
to the rule.
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
SECURITIES AND EXCHANGE
COMMISSION
17 17
comments on the proposed rule change
from interested persons.
1. Purpose
The purpose of this proposed rule
change is to amend BATS Rule
11.9(c)(16). Specifically, the Exchange
proposes to: (1) Remove the option to
allow Market Maker Peg Orders to be
priced and executed during the PreOpening Session 4 and the After Hours
Trading Session 5 and to cancel all
Market Maker Peg Orders that are on the
BATS Book 6 at the end of Regular
Trading Hours; (2) remove the option for
a Market Maker Peg Order to be
automatically cancelled where there is
no NBBO and the order is priced based
3 The Exchange notes that EDGA Exchange, Inc.
also has an order type identical to that of EDGX,
however, for the purposes of this filing, the
Exchange is referring only to the order type
functionality available at EDGX.
4 Pre-Opening Session means the time between
8:00 a.m. and 9:30 a.m. Eastern Time.
5 After Hours Trading Session means the time
between 4:00 p.m. and 5:00 p.m. Eastern Time.
6 BATS Book means the System’s electronic file
of orders.
PO 00000
Frm 00110
Fmt 4703
Sfmt 4703
21447
on the last reported sale from the single
plan processor; (3) remove the
functionality that would allow a Market
Maker to designate a more aggressive
offset from the NBBO; (4) make clear
that a Market Maker Peg Order will not
peg to itself; and (5) make clear that
only registered Market Makers are
eligible to enter Market Maker Peg
Orders. The Exchange is also proposing
to reaffirm that it will continue to offer
the present automated functionality
provided to market makers under Rule
11.8(e) for a period of three months after
the implementation of the Market Maker
Peg Order.
Market Maker Peg Orders Entered
Outside of Regular Trading Hours
The Exchange is proposing to amend
BATS Rule 11.9(c)(16) to eliminate the
option for Market Maker Peg Orders to
be priced and executed outside of
Regular Trading Hours and to cancel all
Market Maker Peg Orders that are on the
BATS Book at the end of Regular
Trading Hours. As currently written, a
Market Maker may enter a Market Maker
Peg Order at any time during the PreOpening Session 7 or Regular Trading
Hours, with an order entered during the
Pre-Opening Session, by default, to
remain unpriced and unexecutable until
Regular Trading Hours, however, a
Market Maker could designate that the
order be priced and executable
immediately upon entry during the PreOpening Session.
Specifically, the Exchange is
proposing rule changes to eliminate the
ability for a Market Maker to designate
that an order be priced and executable
immediately upon entry during the PreOpening Session, to state that all Market
Maker Peg Orders that are on the BATS
Book expire at the end of Regular
Trading Hours, and to reject all Market
Maker Peg Orders entered during the
After Hours Trading Session. The
Exchange is proposing these changes in
order to make its Market Maker Peg
Order functionality more closely
resemble that of Market Maker Peg
Orders at Nasdaq and EDGX. Because
the Market Maker Peg Order is designed
to help Market Makers meet their
quoting obligation on the Exchange and
the Exchange’s quoting obligations do
not include any obligations outside of
Regular Trading Hours, the Exchange
does not believe that allowing Market
Maker Peg Orders to be priced and
executed outside of Regular Trading
Hours provides Market Makers with any
benefit that would warrant the
additional complexity that the
7 The Pre-Opening Session means the time
between 8:00 a.m. and 9:30 a.m. Eastern Time.
E:\FR\FM\10APN1.SGM
10APN1
Agencies
[Federal Register Volume 78, Number 69 (Wednesday, April 10, 2013)]
[Notices]
[Pages 21443-21447]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-08385]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69305; File No. SR-NYSEArca-2013-32]
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
April 4, 2013.
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 March 25, 2013, 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
[[Page 21444]]
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 its Schedule of Fees and Charges for
Exchange Services (``Fee Schedule'') to (i) amend Step Up Tier 1 and
Step Up Tier 2 (the ``Step Up Tiers'') to increase the volume threshold
requirements needed to be eligible for each respective tier; (ii) amend
the Cross-Asset Tier to replace the numeric benchmark needed to be
eligible for the tier with a benchmark based on a percentage of options
contract volume; (iii) add a new Retail Order Cross-Asset Tier; (iv)
raise the fee charged for transactions in securities with a per share
price below $1.00; and (v) amend the options-related volume
requirements in certain tiers in the Fee Schedule to exclude volume in
mini options from contributing to the volume requirements of the
affected tiers. The Exchange proposes to implement the changes on April
1, 2013. 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend its Fee Schedule to (i) amend the
Step Up Tiers to increase the volume threshold requirements needed to
be eligible for each respective tier; (ii) amend the Cross-Asset Tier
to replace the numeric benchmark needed to be eligible for the tier
with a benchmark based on a percentage of options contract volume;
(iii) add a new Retail Order Cross-Asset Tier; (iv) raise the fee
charged for transactions in securities with a per share price below
$1.00; and (v) amend the options-related volume requirements in certain
tiers in the Fee Schedule to exclude volume in mini options from
contributing to the volume requirements of the affected tiers. The
Exchange proposes to implement the changes on April 1, 2013.
Step Up Tiers
Currently, in order to qualify for Step Up Tier 1, an ETP Holder on
a daily basis, measured monthly, must directly execute providing volume
on NYSE Arca in an amount that is an increase of no less than 0.15% of
U.S. consolidated average daily volume (``US CADV'') in Tape A, Tape B,
and Tape C securities for that month over the ETP Holder's average
daily providing volume in June 2011 (the ``Baseline Month''), subject
to a minimum increase of 15 million average daily providing shares.\4\
The Exchange proposes to increase the eligibility requirement for Step
Up Tier 1 to no less than 0.20% of US CADV for the month over the ETP
Holder's average daily providing volume in the Baseline Month, subject
to a minimum increase of 20 million average daily providing shares.
---------------------------------------------------------------------------
\4\ US 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. Transactions
that are not reported to the Consolidated Tape are not included in
US CADV. The Exchange currently makes this data publicly available
on a T + 1 basis from a link at https://www.nyxdata.com/US-and-European-Volumes.
---------------------------------------------------------------------------
Similarly, in order to qualify for Step Up Tier 2, an ETP Holder on
a daily basis, measured monthly, must directly execute providing volume
on NYSE Arca in an amount that is an increase of no less than 0.10% of
US CADV for that month over the ETP Holder's average daily providing
volume in the Baseline Month, subject to a minimum increase of 10
million average daily providing shares. The Exchange proposes to
increase the eligibility requirement for Step Up Tier 2 to no less than
0.12% of US CADV for the month over the ETP Holder's average daily
providing volume in the Baseline Month, subject to a minimum increase
of 12 million average daily providing shares.
By way of example, if an ETP Holder executed an average daily
providing volume of 5 million shares in the Baseline Month, then to
qualify for Step Up Tier 2 in a month where US CADV is 11 billion
shares, that ETP Holder would need to increase its average daily
providing volume by at least 13.2 million shares, or 0.12% of that
month's US CADV, for a total average daily providing volume of at least
18.2 million shares. If that same ETP Holder in that same month
increased its average daily providing volume by at least 22 million
shares, or 0.20% of that month's US CADV, for a total average daily
providing volume average of at least 27 million shares, then that ETP
Holder would qualify for Step Up Tier 1.\5\
---------------------------------------------------------------------------
\5\ In addition, for both Step Up Tiers, those ETP Holders that
did not directly provide volume to NYSE Arca in the Baseline Month
will be treated as having an average daily providing volume of zero
for the Baseline Month. With respect to the increased percentage of
US CADV, the volume requirements to reach the Step Up Tiers' pricing
levels will adjust each calendar month based on the US CADV for that
given month.
---------------------------------------------------------------------------
As previously explained,\6\ the goal of the Step Up Tiers is to
incent ETP Holders to increase the orders sent directly to NYSE Arca
and therefore provide liquidity that supports the quality of price
discovery and promotes market transparency. In the Step Up Tiers
Release, the Exchange explained that the Step Up Tiers were expected to
benefit ETP Holders whose increased order flow provided added levels of
liquidity (thereby contributing to the depth and market quality of the
Book) but who are still not eligible for Tier 1, 2 or 3, or Investor
Tier 1 or 2.\7\ For similar reasons, the Exchange believes that raising
the volume requirements needed to be eligible for each respective Step
Up Tier will continue to incent ETP Holders to increase the orders sent
directly to NYSE Arca and therefore provide liquidity that supports the
quality of price discovery and promotes market transparency. The
Exchange believes that this especially is the case given that the
credits for Tape A and Tape C securities under Step Up Tier 1
($0.00295) and Step Up Tier 2 ($0.0029) are substantially higher that
the credits for Tape A and Tape C securities under the Basic Rates
($0.0021) and Tier 3 ($0.0025).
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 64820 (July 6,
2011), 76 FR 40974 (July 12, 2011) (SR-NYSEArca-2011-41) (``Step Up
Tiers Release'').
\7\ Id. at 76 FR 40975.
---------------------------------------------------------------------------
Cross-Asset Tier
Currently, under the Cross-Asset Tier, ETP Holders and Market
Makers that (1) provide liquidity of 0.45% or more of the US CADV per
month in Tape A, Tape B, and Tape C securities combined, and (2) are
affiliated with an NYSE Arca Options Trading Permit (``OTP'') Holder or
OTP Firm that provides an average daily volume (``ADV'') of electronic
posted Customer executions in Penny Pilot issues on NYSE Arca Options
of at least 90,000 contracts receive a per share credit of $0.0030 for
orders in Tape A, Tape B
[[Page 21445]]
and Tape C securities that provide liquidity to the Book. The Exchange
proposes to replace the current fixed 90,000-contract requirement with
a variable requirement of at least 0.95% of total Customer equity and
exchange-traded fund (``ETF'') option (as discussed below, excluding
mini options) ADV, as reported by the Options Clearing Corporation
(``OCC'').\8\ The Exchange is proposing these changes to the Cross-
Asset Tier in order to make the eligibility requirement consistent with
the Exchange's other variable eligibility requirements that are based
on percentage of volume. The Exchange believes that using an
eligibility requirement based on percentage of volume will better
reflect fluctuations in trading volumes. In this respect, the Exchange
notes that Equity and ETF Customer volume is a widely followed
benchmark of industry volume and is indicative of industry market
share. The Exchange also notes that based on current volume, the 0.95%
volume requirement is consistent with the original 110,000 contract
requirement which was lowered July 1, 2012 due to concerns over
temporarily lower volume on NYSE Arca Options.\9\ The proposed changes
to the Cross-Asset Tier would thus eliminate the need to modify a fixed
number requirement because a threshold based on volume would
automatically make the necessary adjustments.
---------------------------------------------------------------------------
\8\ The OCC provides volume information in two product
categories: equity and ETF volume and index volume, and the
information can be filtered to show only Customer, firm, or market
maker account type. Equity and ETF Customer volume numbers are
available directly from the OCC each morning, or may be transmitted,
upon request, free of charge from the Exchange. Total Industry
Customer equity and ETF option ADV is comprised of those equity and
ETF option contracts that clear in the customer account type at OCC,
including Exchange-Traded Fund Shares, Trust Issued Receipts,
Partnership Units, and Index-Linked Securities such as Exchange-
Traded Notes (see NYSE Arca Options Rule 5.3(g)-(j)), and does not
include contracts that clear in either the firm or market maker
account type at OCC or contracts overlying a security other than an
equity or ETF security. The Exchange notes that there is one Penny
Pilot issue, Mini NDX 100 Stock Index, that does not overlie an
equity or ETF security that is eligible for the Customer posting
credit. This Penny Pilot issue is not included in equity and ETF
option ADV; however, the Exchange expects that the effect on the
calculations for the qualification thresholds for tiered Customer
posting credits to be negligible. Under the proposed rule change,
Total Industry Customer equity and ETF option ADV will be that which
is reported for the month by OCC in the month in which the credits
may apply. The Exchange currently makes this data publicly available
on a T+1 basis from a link at https://www.nyxdata.com/factbook.
\9\ See Securities Exchange Act Release Nos. 67180 (June 11,
2012), 77 FR 36027 (June 15, 2012) (SR-NYSEArca-2012-56) and 67424
(July 12, 2012), 77 FR 42347 (July 18, 2012) (SR-NYSE-Arca-2012-70).
---------------------------------------------------------------------------
Retail Order Cross-Asset Tier
The Exchange also is proposing a new Retail Cross-Asset Tier. Under
the Retail Cross-Asset Tier, firms that execute at least 0.30% of US
CADV in retail orders and are affiliated with an NYSE Arca OTP Holder
or OTP Firm that provides an ADV of electronic posted Customer
executions in customer penny pilot options of at least 0.50% of total
Customer equity and ETF option (as discussed below, excluding mini
options) ADV would qualify for a $.0034 rebate for retail orders that
provide liquidity. The Retail Cross-Asset Tier would provide firms with
a second way to qualify for the $0.0034 rebate (in addition to Investor
Tier 1) using equity retail and options customer post. The Exchange
notes that the $0.0034 rebate is $.0001 higher than the current Retail
Order Tier in light of the tier including an additional options
requirement and a higher equity retail requirement.
Sub-$1.00 Securities
Currently, a fee of 0.2% of the total dollar value of the
transaction is charged for transactions with a per share price below
$1.00 that take liquidity from the Book. The Exchange proposes raising
the fee from 0.2% of the total dollar value of the transaction to 0.3%
of the total dollar value of the transaction. The Exchange is proposing
these changes as they are consistent with similar fee amounts charged
by other exchanges.\10\
---------------------------------------------------------------------------
\10\ See, e.g., DirectEdge Fee Schedule, available at https://www.directedge.com/Membership/FeeSchedule/EDGXFeeSchedule.aspx; and
Nasdaq Fee Schedule, available at https://www.nasdaqtrader.com/Trader.aspx?id=PriceListTrading2#execution.
---------------------------------------------------------------------------
Mini Options
The Exchange proposes to amend the Fee Schedule to specifically
exclude volume in mini options from contributing to the volume
requirements for tiers with an options volume-related component.
Specifically, the proposed amendment would exclude volume in mini
options from contributing to the volume requirements in Tier 1 and the
Cross-Asset Tier. Mini option volume similarly would be excluded from
the proposed Retail Order Cross-Asset Tier discussed above.
The proposed changes are not otherwise intended to address any
other problem, and the Exchange is not aware of any significant problem
that the affected market participants would have in complying with the
proposed changes.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\11\ in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5) of the Act,\12\ 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.
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Exchange believes that the proposed amendments to the Step Up
Tiers that raise the volume requirements needed to be eligible for each
respective tier are reasonable because the proposed changes are
designed to further incent ETP Holders to increase the orders sent
directly to NYSE Arca and therefore provide liquidity that supports the
quality of price discovery and promotes market transparency. The
Exchange believes that this is especially the case given that the
credits for Tape A and Tape C securities under Step Up Tier 1
($0.00295) and Step Up Tier 2 ($0.0029) are substantially higher than
the credits for Tape A and Tape C securities under Basic Rates
($0.0021) and Tier 3 ($0.0025). The Exchange further believes that the
proposed amendments to the Step Up Tiers are equitable and not unfairly
discriminatory because they will benefit ETP Holders whose increased
order flow provides added levels of liquidity (thereby contributing to
the depth and market quality of the Book), but who may still not be
eligible for Tier 1, 2 or 3, or other tiers. Moreover, the Step Up
Tiers are available for all ETP Holders to satisfy.
The Exchange believes that the proposal to amend the Cross-Asset
Tier to replace the current fixed benchmark needed to be eligible for
the tier with a variable benchmark based on a percentage of volume is
reasonable because it will make the eligibility requirement consistent
with the Exchange's other variable eligibility requirements that also
are based on percentage of volume. In addition, the Exchange believes
that expanding the basis for the Cross-Asset Tier to include all
Customer equity and ETF options ADV will better reflect the correlation
between options trading and the underlying securities, which trade at
the Exchange, including ETFs. In this respect, the Exchange notes that
Equity and ETF Customer volume is a widely followed benchmark of
industry volume and is indicative of industry market
[[Page 21446]]
share.\13\ In addition, the Exchange believes that the proposed
amendments to the Cross-Asset Tier are equitable and not unfairly
discriminatory because they will apply to all ETP Holders and Market
Makers.
---------------------------------------------------------------------------
\13\ See supra note 8.
---------------------------------------------------------------------------
Moreover, the Cross-Asset Tier is available for all ETP Holders to
satisfy, except for those ETP Holders that are not affiliated with an
NYSE Arca Options OTP Holder or OTP Firm. However, the Exchange notes
that ETP Holders that are not affiliated with an NYSE Arca Options OTP
Holder or OTP Firm are still eligible for the $0.0030 Cross-Asset Tier
rate when they qualify for one of the other Tiers described in the Fee
Schedule (e.g., Tier 1).
The Exchange believes that the proposal to add the new Retail Order
Cross-Asset Tier is reasonable because it would provide firms with a
way in which to qualify for $0.0034 rebate through equity retail and
options customer orders. The Exchange further believes that the
proposed Retail Order Cross-Asset Tier is equitable and not unfairly
discriminatory because a firm that does not submit options orders can
still be eligible for the $0.0034 rebate available from Investor Tier
1.
The Exchange believes that the proposal to raise the fee charged
for transactions with a per share price below $1.00 that take liquidity
from the Book from 0.2% to 0.3% of the total dollar value of the
transaction is reasonable because the proposed new rate is consistent
with similar fee amounts charged by other exchanges.\14\ The Exchange
further believes that the proposed fee increase is equitable and not
unfairly discriminatory because it will apply to all transactions that
take liquidity from the Exchange in securities with a per share price
below $1.00.
---------------------------------------------------------------------------
\14\ See supra note 10.
---------------------------------------------------------------------------
Finally, the Exchange believes that the proposal to exclude volume
in mini options from contributing to the option volume requirements for
Tier 1, the Cross-Asset Tier and the proposed Retail Order Cross-Asset
Tier is reasonable because the options volume requirement currently in
place in the fee schedule were established prior to the existence of
mini options, a new product on NYSE Arca Options. Because mini options
are such a new product, the Exchange believes it is reasonable to
exclude mini option volume in this way. The Exchange further believes
that the proposal to exclude volume in mini options from the tiers
mentioned above is equitable and not unfairly discriminatory because
all market participants that are eligible for the affected tiers will
be similarly situated.
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. In particular, the proposed
amendments to the Step Up Tiers that raise the volume requirement
needed to be eligible for each respective tier are designed to incent
ETP Holders and Market Makers to increase the volume of orders sent
directly to NYSE Arca and therefore provide liquidity that supports the
quality of price discovery and promotes market transparency.
The proposal to amend the Cross-Asset Tier to replace the numeric
benchmark needed to be eligible for the tier with a benchmark based on
a percentage of volume will not place an undue burden on competition
because it will apply uniformly to all ETP Holders and Market Makers.
The proposal to add the new Retail Order Cross-Asset Tier will not
place an undue burden on competition because all firms can be eligible
for the $0.0034 credit, as those firms that do not submit options
orders can still qualify to receive the $0.0034 rebate by meeting the
requirements of Investor Tier 1.
The proposal to raise the fee charged for transactions with a per
share price below $1.00 from 0.2% to 0.3% of the total value of orders
that take liquidity from the Book is consistent with similar fees
charged by other exchanges. Finally, the proposal to exclude volume in
mini options from contributing to the option volume requirements for
Tier 1, the Cross-Asset Tier and the proposed Retail Order Cross-Asset
Tier will not place an undue burden on competition because all market
participants will be similarly situated in their inability to the use
volume in mini options to satisfy the options volume requirements of
the affected tiers.
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.
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)(ii) of the Act \15\ 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 Securities and Exchange
Commission (``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. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \16\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78s(b)(3)(A)(ii).
\16\ 15 U.S.C. 78s(b)(2)(B).
---------------------------------------------------------------------------
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-2013-32 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-2013-32. 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
[[Page 21447]]
(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 offices of NYSE Arca. 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-2013-32, and should be submitted on or before
May 1, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
---------------------------------------------------------------------------
\17\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-08385 Filed 4-9-13; 8:45 am]
BILLING CODE 8011-01-P