Self-Regulatory Organizations; National Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend its Fee and Rebate Schedule, 41966-41968 [2013-16749]
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41966
Federal Register / Vol. 78, No. 134 / Friday, July 12, 2013 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69941; File No. SR–NSX–
2013–14]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Amend
its Fee and Rebate Schedule
July 8, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act ’’ or ‘‘Exchange Act’’) 1 and Rule
19b–4 thereunder,2 notice is hereby
given that on July 1, 2013, National
Stock Exchange, Inc. (‘‘NSX®’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change, as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comment on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange is proposing to amend
its Fee and Rebate Schedule (the ‘‘Fee
Schedule’’) issued pursuant to Exchange
Rule 16.1(a) to: (i) Increase the rebate
paid to Equity Trading Permit (‘‘ETP’’)
Holders 3 that direct Double Play
Orders 4 in securities priced at $1 or
above to the CBOE Stock Exchange, Inc.
(‘‘CBSX’’) from $0.0013 per share to (a)
$0.0045 per share for executions in five
select securities (‘‘Select Securities’’),5
or (b) $0.0015 per share in all other
securities; (ii) make it clear that the
unexecuted portion of a Double Play
Order that is returned to NSX after its
initial route to the designated away
Trading Center,6 and subsequently
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 NSX Rule 1.5 defines the term ‘‘ETP’’ as an
Equity Trading Permit issued by the Exchange for
effecting approved securities transactions on the
Exchange’s Trading Facilities.
4 NSX Rule 11.11(c)(10) defines a ‘‘Double Play
Order’’ as market or limit orders for which an ETP
Holder instructs the System to route to designated
away Trading Centers which are approved by the
Exchange from time to time without first exposing
the order to the NSX Book. A Double Play Order
that is not executed in full after routing away
receives a new time stamp upon return to the
Exchange and is ranked and maintained in the NSX
Book in accordance with Rule 11.14(a).
5 The five select securities include Advanced
Micro Devices, Inc. (‘‘AMD’’), Bank of America
Corp. (‘‘BAC’’), Micron Technology, Inc. (‘‘MU’’),
Nokia Corporation (‘‘NOK’’), and Sirius XM Radio
Inc. (‘‘SIRI’’).
6 NSX Rule 2.11(a) defines a Trading Center as
other securities exchanges, facilities of securities
exchanges, automated trading systems, electronic
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2 17
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executed on the NSX or routed away in
accordance with NSX Rule 11.15(a)(ii) is
subject to the standard Fee Schedule;
and (iii) make it clear that the $0.0030
per share routing fee applies only to
orders routed by the Exchange in
accordance with NSX Rule 11.15(a)(ii).7
The text of the proposed rule change
is available on the Exchange’s Web site
at www.nsx.com, at the Exchange’s
principal office, and at the
Commission’s public reference room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Section III.A of its Fee Schedule in
order to (i) increase the rebate paid to
ETP Holders that direct Double Play
Orders in securities priced $1 or above
to CBSX from $0.0013 per share to (a)
$0.0045 per share for executions in
Select Securities, or (b) $0.0015 per
share in all other securities; (ii) make it
clear that the unexecuted portion of a
Double Play Order that is returned to
NSX after its initial route to the
designated away Trading Center, and
subsequently executed on the NSX or is
routed away in accordance with NSX
Rule 11.15(a)(ii) is subject to the
standard Fee Schedule; and (iii) make it
clear that the $0.0030 per share routing
fee applies only to orders routed by the
Exchange in accordance with NSX Rule
11.15(a)(ii).
Double Play Order Rebate
The Double Play Order is a market or
limit order for which the ETP Holder
communications networks or other brokers or
dealers.
7 NSX 11.15(a)(ii) provides that ‘‘[u]nless the
terms of the order direct otherwise, if an order
(other than a Sweep Order) has not been executed
in its entirety pursuant to paragraph (a)(1) of this
Rule, the order shall be eligible for routing away
. . .’’
PO 00000
Frm 00059
Fmt 4703
Sfmt 4703
instructs the System 8 to bypass the NSX
Book 9 and route the order to a
designated away Trading Center(s) that
has been approved by the Exchange.10
The NSX System will provide any
unexecuted portion of a Double Play
Order with a new timestamp upon
return to the Exchange, and the order
will be processed in the manner
described in NSX Rule 11.14 (Priority of
Orders).
Under Section III.A of the Fee
Schedule, the Exchange currently pays
ETP Holders a rebate of $0.0013 for each
share routed to and executed on a
designated Trading Center approved by
the Exchange. Currently, the only
approved Trading Center is CBSX. The
Exchange is proposing to increase the
rebate for Double Play Orders routed to
and executed on CBSX from $0.0013 per
share to (i) $0.0045 per share for orders
in Select Securities, and (ii) $0.0015 per
share for orders in all other securities.
This increase mirrors a proposal by the
CBSX to increase rebates offered on its
Fee Schedule that became effective on
July 1, 2013.11 The Exchange intends to
merely pass through rebates to ETP
Holders that direct Double Play Orders
to the CBSX.
The Exchange anticipates that
additional Trading Centers will be
approved in the future for designation
by ETP Holders as the destination for
Double Play Orders. The Exchange will
not pay ETP Holders a rebate for orders
that are routed to and executed on a
designated Trading Center other than
CBSX. The Exchange notes that the ETP
Holder directs the order to the
designated away Trading Center, and
decides the appropriate execution venue
based on factors including whether any
rebate is available. The Exchange
believes that the proposed increase in
rebates for Double Play Orders routed to
and executed on CBSX will provide ETP
Holders with an incentive to direct
additional order flow to the NSX and
CBSX.
Unexecuted Portion of Double Play
Orders
The Exchange is also proposing to
amend its Fee Schedule to make it clear
that any unexecuted portion of a Double
Play Order that is executed on the NSX
upon return from an away Trading
Center, or is routed away in accordance
8 Under NSX Rule 1.5, the term ‘‘System’’ is
defined as ‘‘the electronic securities
communications and trading facility . . . through
which orders of Users are consolidated for ranking
and execution.’’
9 Under NSX Rule 1.5, the term ‘‘NSX Book’’ is
defined as ‘‘the System’s electronic file of orders.’’
10 See NSX Rule 11.11(c)(10).
11 See SR–CBOE–2013–65.
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Federal Register / Vol. 78, No. 134 / Friday, July 12, 2013 / Notices
with NSX Rule 11.15(a)(ii), is subject to
the charges on the standard Fee
Schedule. The Exchange believes that
this amendment will provide ETP
Holders with important information on
how the Exchange imposes its fees and
clarify the fees applicable when any
unexecuted portion of a Double Play
Order is returned to the NSX and
subsequently executed or routed away
in accordance with NSX Rule
11.15(a)(ii).
Regulation NMS Routing Fee
Finally, the Exchange is proposing to
amend its Fee Schedule to make it clear
that only orders routed by the Exchange
in accordance with NSX Rule
11.15(a)(ii), and not Double Play Orders
being routed to the designated away
Trading Center as instructed by the ETP
Holder, will be subject to the $0.0030
per share routing fee. An ETP Holder
will only be charged a fee if an
unexecuted portion of the Double Play
Order returns to the Exchange, and is
routed away by the Exchange in
accordance with NSX Rule 11.15(a)(ii).
The Exchange believes that, by not
charging a routing fee for the initial
routing of the Double Play Order, it will
attract additional liquidity from ETP
Holders seeking a low cost route and
execution venue, and will further
promote the economically efficient
execution of securities transactions.
mstockstill on DSK4VPTVN1PROD with NOTICES
Operative Date and Notice
The Exchange intends to make the
proposed modifications, which are
effective upon filing, operative as of the
commencement of trading on July 1,
2013. Pursuant to Exchange Rule
16.1(c), the Exchange will ‘‘provide ETP
Holders with notice of all relevant dues,
fees, assessments and charges of the
Exchange’’ through the issuance of an
Information Circular and will post a
copy of the rule filing on the Exchange’s
Web site (www.nsx.com).
2. Statutory Basis
The Exchange believes that the
proposed increase in the rebate for
Double Play Orders routed away and
executed on the CBSX is consistent with
the provisions of Section 6(b) of the
Act,12 in general, and Sections 6(b)(4) 13
and 6(b)(5) 14 of the Act 15 in particular.
The Exchange submits that the
amendments to the Fee Schedule
provide for the equitable allocation of
reasonable, dues, fees and other charges
among market participants and persons
12 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
14 15 U.S.C. 78f(b)(5).
15 15 U.S.C. 78f(b).
13 15
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using the facilities of the Exchange and
are therefore consistent with Section
6(b)(4) of the Act. The increased rebate
is equitably allocated among ETP
Holders, issuers and persons using the
Exchange’s facilities because all ETP
Holders are eligible to submit (or not
submit) Double Play Orders at their
discretion. The Exchange notes that ETP
Holders using the Double Play Order to
access the CBSX will receive a rebate
rather than being charged the
Exchange’s standard fees for routing
orders. This is because the Exchange is
passing through to ETP Holders the
rebate it receives from CBSX. Providing
ETP Holders with a rebate for directing
Double Play Orders to the CBSX is
reasonable to increase order flow
handled by the Exchange. Increased use
of the Double Play Order should also
increase liquidity at the Exchange since
any unexecuted portion is returned to
the NSX Book.
The increased rebate is consistent
with Section 6(b)(5) of the Act because
use of the Double Play Order is available
to all ETP Holders, without limitation,
and thus the Fee Schedule amendment
does not permit unfair discrimination
among issuers, ETP Holders or their
customers. The increased rebate is also
consistent with the protection of
investors and the public interest in that
they are designed to encourage
increased liquidity and more efficient
and economical securities trading.
The Exchange believes that offering a
different rebate structure for the Select
Securities is consistent with Section
6(b)(4) of the Act is an equitable
allocation of rebates among persons
entering orders on the Exchange. In
addition, the Exchange believes that the
rebates are reasonable based on the
trading in the Selected Securities. The
liquidity profiles of the Select Securities
are different from those for other
symbols. The NBBO market width in the
Select Securities in the Select Securities
is often $0.01, and the proposed rebate
structure for the Select Securities is
designed to approximate a midpoint
between the NBBO. Further, the
proposed rebate structure for the Select
Securities is intended to incentivize the
trading in the Select Securities and thus
provide a greater pool of liquidity.
Finally, the proposed rebates for the
Select Securities will apply equally to
all market participants. The Exchange
submits that the different rebate
structure for the Select Securities
constitutes an equitable allocation of
reasonable fees and other charges among
ETP Holders, issuers and other persons
using the facilities of the Exchange.
The amended rebate structure for the
Select Securities is also consistent with
PO 00000
Frm 00060
Fmt 4703
Sfmt 4703
41967
Section 6(b)(5) of the Act in that it does
not permit unfair discrimination
between ETP Holders, issuers and
customers. ETP Holders and their
customers will choose to send orders in
the Select Securities to NSX to be
eligible for the amended fee and rebate
schedule, but they also have a choice of
other execution venues with different
pricing mechanisms as well. By offering
the enhanced fee and rebate structure in
the Select Securities, the Exchange is
providing alternatives to ETP Holders
and their customers, while also striving
to increase the liquidity in the Select
Securities on the Exchange.
The Exchange further submits that the
proposed clarifications to Section III.A
of the Fee Schedule are consistent with
the provisions of Section 6(b) of the Act,
in general, and Section 6(b)(5) of the
Act, in particular, in that these changes
are intended to Promote just and
equitable principles of trade and the
protection of investors. The
amendments are intended to provide
clarity for ETP Holders, their customers,
and other market participants that (i) the
Exchange will apply its standard Fee
Schedule for any portion of a Double
Play Order that is executed on the NSX
after returning from another Trading
Center or is subsequently routed away
by the Exchange in accordance with
NSX Rule 11.15(a)(ii); and (ii) the ETP
Holders will be charged the $0.0030
routing fee in the event that the
Exchange routes an order away in
accordance with NSX Rule 11.15(a)(ii),
but that such routing fees will not apply
to the initial routing of a Double Play
Order to the designated away Trading
Center. This clarification to the Fee
Schedule is consistent with the
provisions of Section 6(b) of the Act in
that they provide for additional
transparency and clarity with respect to
the circumstances under which a
routing fee will be charged by the
Exchange.
Finally, the Exchange believes that
the proposed amendments are
consistent with Section 6(b)(8) of the
Act in that they do not pose any burden
on competition that is not necessary or
appropriate in furtherance of the Act.
The purpose of the proposed
amendments is to enhance the ability of
the Exchange to attract additional order
flow, allow ETP Holders to access
liquidity on the CBSX exchange, and
expand the pool of liquidity on NSX.
The amendments are designed to
enhance competition among exchanges
and thereby further the purposes of the
Act.The exchange notes that it operates
in a highly competitive environment in
which market participants can make
order entry decisions among competing
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Federal Register / Vol. 78, No. 134 / Friday, July 12, 2013 / Notices
venues. In such an environment, the
Exchange must continually review and
change its fees and rebates to remain
competitive with other exchanges and to
offer its ETP Holders and their
customers the means to achieve
economically efficient securities
transactions. The Exchange believes that
the proposed rule change reflects this
competitive environment.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
As noted above, the Exchange
believes that the proposed rule changes
are consistent with Section 6(b) of the
Act and specifically Section 6(b)(8) in
that they do not impose any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act. The Exchange
believes that increasing the rebate paid
to ETP Holders using the Double Play
Order will operate to promote
competition by potentially attracting
additional liquidity to the Exchange and
providing access to liquidity on the
CBSX. The Exchange does not believe
that passing through the rebate received
from the CBSX to ETP Holders imposes
a burden on competition for any other
Exchange approved Trading Center
since other Trading Centers may offer
other competitive functions or features
such as low cost executions, faster
executions, of increased levels of
liquidity. The ETP Holder may choose
which offering is most attractive and the
increased rebate is one factor which an
ETP Holder may consider. As stated
above, the Exchange operates in a highly
competitive market in which market
participants can choose competing
venues. In such an environment, the
Exchange must continually review, and
consider adjusting, its fees and rebates
to remain competitive with other
exchanges.
mstockstill on DSK4VPTVN1PROD with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The proposed rule change has taken
effect upon filing pursuant to Section
19(b)(3)(A)(ii) of the Exchange Act 16
and subparagraph (f)(2) of Rule 19b–4.17
At any time within 60 days of the filing
of such proposed rule change, the
16 15
17 17
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4.
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Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NSX–2013–14 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–NSX–2013–14. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
offices 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–NSX–
PO 00000
Frm 00061
Fmt 4703
Sfmt 4703
2013–14, and should be submitted on or
before August 2, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–16749 Filed 7–11–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69944; File No.
SR–NASDAQ–2013–079]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Granting Approval of Proposed Rule
Change, as Modified by Amendment
No. 1 Thereto, Relating to the
WisdomTree Global Corporate Bond
Fund and the WisdomTree Emerging
Markets Corporate Bond Fund
July 8, 2013.
I. Introduction
On May 17, 2013, The NASDAQ
Stock Market LLC (‘‘Exchange’’ or
‘‘Nasdaq’’) filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposed rule change relating to the
WisdomTree Global Corporate Bond
Fund (‘‘Global Fund’’) and the
WisdomTree Emerging Markets
Corporate Bond Fund (‘‘Emerging
Markets Fund,’’ and collectively with
the Global Fund, the ‘‘Funds’’) of the
WisdomTree Trust (‘‘Trust’’). On May
20, 2013, the Exchange filed Partial
Amendment No. 1 to the proposed rule
change. The Commission published for
comment in the Federal Register notice
of the proposed rule change, as
modified by Amendment No. 1 thereto,
on June 4, 2013.3 The Commission
received no comments on the proposed
rule change. This order approves the
proposed rule change, as modified by
Amendment No. 1 thereto.
II. Description of the Proposed Rule
Change
The Commission approved the listing
and trading of Shares of each of the
Funds under NASDAQ Rule 5735,
which governs the listing and trading of
Managed Fund Shares on the
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 69657
(May 29, 2013), 78 FR 33457 (‘‘Notice’’).
1 15
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Agencies
[Federal Register Volume 78, Number 134 (Friday, July 12, 2013)]
[Notices]
[Pages 41966-41968]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-16749]
[[Page 41966]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69941; File No. SR-NSX-2013-14]
Self-Regulatory Organizations; National Stock Exchange, Inc.;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend its Fee and Rebate Schedule
July 8, 2013.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act '' or ``Exchange Act'') \1\ and Rule 19b-4 thereunder,\2\
notice is hereby given that on July 1, 2013, National Stock Exchange,
Inc. (``NSX[supreg]'' or ``Exchange'') filed with the Securities and
Exchange Commission (``SEC'' or ``Commission'') the proposed rule
change, as described in Items I, II, and III below, which Items have
been prepared by the Exchange. The Commission is publishing this notice
to solicit comment on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange is proposing to amend its Fee and Rebate Schedule (the
``Fee Schedule'') issued pursuant to Exchange Rule 16.1(a) to: (i)
Increase the rebate paid to Equity Trading Permit (``ETP'') Holders \3\
that direct Double Play Orders \4\ in securities priced at $1 or above
to the CBOE Stock Exchange, Inc. (``CBSX'') from $0.0013 per share to
(a) $0.0045 per share for executions in five select securities
(``Select Securities''),\5\ or (b) $0.0015 per share in all other
securities; (ii) make it clear that the unexecuted portion of a Double
Play Order that is returned to NSX after its initial route to the
designated away Trading Center,\6\ and subsequently executed on the NSX
or routed away in accordance with NSX Rule 11.15(a)(ii) is subject to
the standard Fee Schedule; and (iii) make it clear that the $0.0030 per
share routing fee applies only to orders routed by the Exchange in
accordance with NSX Rule 11.15(a)(ii).\7\
---------------------------------------------------------------------------
\3\ NSX Rule 1.5 defines the term ``ETP'' as an Equity Trading
Permit issued by the Exchange for effecting approved securities
transactions on the Exchange's Trading Facilities.
\4\ NSX Rule 11.11(c)(10) defines a ``Double Play Order'' as
market or limit orders for which an ETP Holder instructs the System
to route to designated away Trading Centers which are approved by
the Exchange from time to time without first exposing the order to
the NSX Book. A Double Play Order that is not executed in full after
routing away receives a new time stamp upon return to the Exchange
and is ranked and maintained in the NSX Book in accordance with Rule
11.14(a).
\5\ The five select securities include Advanced Micro Devices,
Inc. (``AMD''), Bank of America Corp. (``BAC''), Micron Technology,
Inc. (``MU''), Nokia Corporation (``NOK''), and Sirius XM Radio Inc.
(``SIRI'').
\6\ NSX Rule 2.11(a) defines a Trading Center as other
securities exchanges, facilities of securities exchanges, automated
trading systems, electronic communications networks or other brokers
or dealers.
\7\ NSX 11.15(a)(ii) provides that ``[u]nless the terms of the
order direct otherwise, if an order (other than a Sweep Order) has
not been executed in its entirety pursuant to paragraph (a)(1) of
this Rule, the order shall be eligible for routing away . . .''
---------------------------------------------------------------------------
The text of the proposed rule change is available on the Exchange's
Web site at www.nsx.com, at the Exchange's principal office, and at the
Commission's public reference room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant parts of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend Section III.A of its Fee Schedule in
order to (i) increase the rebate paid to ETP Holders that direct Double
Play Orders in securities priced $1 or above to CBSX from $0.0013 per
share to (a) $0.0045 per share for executions in Select Securities, or
(b) $0.0015 per share in all other securities; (ii) make it clear that
the unexecuted portion of a Double Play Order that is returned to NSX
after its initial route to the designated away Trading Center, and
subsequently executed on the NSX or is routed away in accordance with
NSX Rule 11.15(a)(ii) is subject to the standard Fee Schedule; and
(iii) make it clear that the $0.0030 per share routing fee applies only
to orders routed by the Exchange in accordance with NSX Rule
11.15(a)(ii).
Double Play Order Rebate
The Double Play Order is a market or limit order for which the ETP
Holder instructs the System \8\ to bypass the NSX Book \9\ and route
the order to a designated away Trading Center(s) that has been approved
by the Exchange.\10\ The NSX System will provide any unexecuted portion
of a Double Play Order with a new timestamp upon return to the
Exchange, and the order will be processed in the manner described in
NSX Rule 11.14 (Priority of Orders).
---------------------------------------------------------------------------
\8\ Under NSX Rule 1.5, the term ``System'' is defined as ``the
electronic securities communications and trading facility . . .
through which orders of Users are consolidated for ranking and
execution.''
\9\ Under NSX Rule 1.5, the term ``NSX Book'' is defined as
``the System's electronic file of orders.''
\10\ See NSX Rule 11.11(c)(10).
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Under Section III.A of the Fee Schedule, the Exchange currently
pays ETP Holders a rebate of $0.0013 for each share routed to and
executed on a designated Trading Center approved by the Exchange.
Currently, the only approved Trading Center is CBSX. The Exchange is
proposing to increase the rebate for Double Play Orders routed to and
executed on CBSX from $0.0013 per share to (i) $0.0045 per share for
orders in Select Securities, and (ii) $0.0015 per share for orders in
all other securities. This increase mirrors a proposal by the CBSX to
increase rebates offered on its Fee Schedule that became effective on
July 1, 2013.\11\ The Exchange intends to merely pass through rebates
to ETP Holders that direct Double Play Orders to the CBSX.
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\11\ See SR-CBOE-2013-65.
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The Exchange anticipates that additional Trading Centers will be
approved in the future for designation by ETP Holders as the
destination for Double Play Orders. The Exchange will not pay ETP
Holders a rebate for orders that are routed to and executed on a
designated Trading Center other than CBSX. The Exchange notes that the
ETP Holder directs the order to the designated away Trading Center, and
decides the appropriate execution venue based on factors including
whether any rebate is available. The Exchange believes that the
proposed increase in rebates for Double Play Orders routed to and
executed on CBSX will provide ETP Holders with an incentive to direct
additional order flow to the NSX and CBSX.
Unexecuted Portion of Double Play Orders
The Exchange is also proposing to amend its Fee Schedule to make it
clear that any unexecuted portion of a Double Play Order that is
executed on the NSX upon return from an away Trading Center, or is
routed away in accordance
[[Page 41967]]
with NSX Rule 11.15(a)(ii), is subject to the charges on the standard
Fee Schedule. The Exchange believes that this amendment will provide
ETP Holders with important information on how the Exchange imposes its
fees and clarify the fees applicable when any unexecuted portion of a
Double Play Order is returned to the NSX and subsequently executed or
routed away in accordance with NSX Rule 11.15(a)(ii).
Regulation NMS Routing Fee
Finally, the Exchange is proposing to amend its Fee Schedule to
make it clear that only orders routed by the Exchange in accordance
with NSX Rule 11.15(a)(ii), and not Double Play Orders being routed to
the designated away Trading Center as instructed by the ETP Holder,
will be subject to the $0.0030 per share routing fee. An ETP Holder
will only be charged a fee if an unexecuted portion of the Double Play
Order returns to the Exchange, and is routed away by the Exchange in
accordance with NSX Rule 11.15(a)(ii). The Exchange believes that, by
not charging a routing fee for the initial routing of the Double Play
Order, it will attract additional liquidity from ETP Holders seeking a
low cost route and execution venue, and will further promote the
economically efficient execution of securities transactions.
Operative Date and Notice
The Exchange intends to make the proposed modifications, which are
effective upon filing, operative as of the commencement of trading on
July 1, 2013. Pursuant to Exchange Rule 16.1(c), the Exchange will
``provide ETP Holders with notice of all relevant dues, fees,
assessments and charges of the Exchange'' through the issuance of an
Information Circular and will post a copy of the rule filing on the
Exchange's Web site (www.nsx.com).
2. Statutory Basis
The Exchange believes that the proposed increase in the rebate for
Double Play Orders routed away and executed on the CBSX is consistent
with the provisions of Section 6(b) of the Act,\12\ in general, and
Sections 6(b)(4) \13\ and 6(b)(5) \14\ of the Act \15\ in particular.
The Exchange submits that the amendments to the Fee Schedule provide
for the equitable allocation of reasonable, dues, fees and other
charges among market participants and persons using the facilities of
the Exchange and are therefore consistent with Section 6(b)(4) of the
Act. The increased rebate is equitably allocated among ETP Holders,
issuers and persons using the Exchange's facilities because all ETP
Holders are eligible to submit (or not submit) Double Play Orders at
their discretion. The Exchange notes that ETP Holders using the Double
Play Order to access the CBSX will receive a rebate rather than being
charged the Exchange's standard fees for routing orders. This is
because the Exchange is passing through to ETP Holders the rebate it
receives from CBSX. Providing ETP Holders with a rebate for directing
Double Play Orders to the CBSX is reasonable to increase order flow
handled by the Exchange. Increased use of the Double Play Order should
also increase liquidity at the Exchange since any unexecuted portion is
returned to the NSX Book.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(4).
\14\ 15 U.S.C. 78f(b)(5).
\15\ 15 U.S.C. 78f(b).
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The increased rebate is consistent with Section 6(b)(5) of the Act
because use of the Double Play Order is available to all ETP Holders,
without limitation, and thus the Fee Schedule amendment does not permit
unfair discrimination among issuers, ETP Holders or their customers.
The increased rebate is also consistent with the protection of
investors and the public interest in that they are designed to
encourage increased liquidity and more efficient and economical
securities trading.
The Exchange believes that offering a different rebate structure
for the Select Securities is consistent with Section 6(b)(4) of the Act
is an equitable allocation of rebates among persons entering orders on
the Exchange. In addition, the Exchange believes that the rebates are
reasonable based on the trading in the Selected Securities. The
liquidity profiles of the Select Securities are different from those
for other symbols. The NBBO market width in the Select Securities in
the Select Securities is often $0.01, and the proposed rebate structure
for the Select Securities is designed to approximate a midpoint between
the NBBO. Further, the proposed rebate structure for the Select
Securities is intended to incentivize the trading in the Select
Securities and thus provide a greater pool of liquidity. Finally, the
proposed rebates for the Select Securities will apply equally to all
market participants. The Exchange submits that the different rebate
structure for the Select Securities constitutes an equitable allocation
of reasonable fees and other charges among ETP Holders, issuers and
other persons using the facilities of the Exchange.
The amended rebate structure for the Select Securities is also
consistent with Section 6(b)(5) of the Act in that it does not permit
unfair discrimination between ETP Holders, issuers and customers. ETP
Holders and their customers will choose to send orders in the Select
Securities to NSX to be eligible for the amended fee and rebate
schedule, but they also have a choice of other execution venues with
different pricing mechanisms as well. By offering the enhanced fee and
rebate structure in the Select Securities, the Exchange is providing
alternatives to ETP Holders and their customers, while also striving to
increase the liquidity in the Select Securities on the Exchange.
The Exchange further submits that the proposed clarifications to
Section III.A of the Fee Schedule are consistent with the provisions of
Section 6(b) of the Act, in general, and Section 6(b)(5) of the Act, in
particular, in that these changes are intended to Promote just and
equitable principles of trade and the protection of investors. The
amendments are intended to provide clarity for ETP Holders, their
customers, and other market participants that (i) the Exchange will
apply its standard Fee Schedule for any portion of a Double Play Order
that is executed on the NSX after returning from another Trading Center
or is subsequently routed away by the Exchange in accordance with NSX
Rule 11.15(a)(ii); and (ii) the ETP Holders will be charged the $0.0030
routing fee in the event that the Exchange routes an order away in
accordance with NSX Rule 11.15(a)(ii), but that such routing fees will
not apply to the initial routing of a Double Play Order to the
designated away Trading Center. This clarification to the Fee Schedule
is consistent with the provisions of Section 6(b) of the Act in that
they provide for additional transparency and clarity with respect to
the circumstances under which a routing fee will be charged by the
Exchange.
Finally, the Exchange believes that the proposed amendments are
consistent with Section 6(b)(8) of the Act in that they do not pose any
burden on competition that is not necessary or appropriate in
furtherance of the Act. The purpose of the proposed amendments is to
enhance the ability of the Exchange to attract additional order flow,
allow ETP Holders to access liquidity on the CBSX exchange, and expand
the pool of liquidity on NSX. The amendments are designed to enhance
competition among exchanges and thereby further the purposes of the
Act.The exchange notes that it operates in a highly competitive
environment in which market participants can make order entry decisions
among competing
[[Page 41968]]
venues. In such an environment, the Exchange must continually review
and change its fees and rebates to remain competitive with other
exchanges and to offer its ETP Holders and their customers the means to
achieve economically efficient securities transactions. The Exchange
believes that the proposed rule change reflects this competitive
environment.
B. Self-Regulatory Organization's Statement on Burden on Competition
As noted above, the Exchange believes that the proposed rule
changes are consistent with Section 6(b) of the Act and specifically
Section 6(b)(8) in that they do not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act. The Exchange believes that increasing the rebate paid to ETP
Holders using the Double Play Order will operate to promote competition
by potentially attracting additional liquidity to the Exchange and
providing access to liquidity on the CBSX. The Exchange does not
believe that passing through the rebate received from the CBSX to ETP
Holders imposes a burden on competition for any other Exchange approved
Trading Center since other Trading Centers may offer other competitive
functions or features such as low cost executions, faster executions,
of increased levels of liquidity. The ETP Holder may choose which
offering is most attractive and the increased rebate is one factor
which an ETP Holder may consider. As stated above, the Exchange
operates in a highly competitive market in which market participants
can choose competing venues. In such an environment, the Exchange must
continually review, and consider adjusting, its fees and rebates to
remain competitive with other exchanges.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has neither solicited nor received written comments on
the proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The proposed rule change has taken effect upon filing pursuant to
Section 19(b)(3)(A)(ii) of the Exchange Act \16\ and subparagraph
(f)(2) of Rule 19b-4.\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.
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\16\ 15 U.S.C. 78s(b)(3)(A)(ii).
\17\ 17 CFR 240.19b-4.
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
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-NSX-2013-14 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-NSX-2013-14. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal offices 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-NSX-2013-14,
and should be submitted on or before August 2, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-16749 Filed 7-11-13; 8:45 am]
BILLING CODE 8011-01-P