Self-Regulatory Organizations; National Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Its Fee and Rebate Schedule, 69900-69904 [2013-27905]
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69900
Federal Register / Vol. 78, No. 225 / Thursday, November 21, 2013 / Notices
provide Users with the most efficient
means of processing customer orders
that are sent to the Exchange’s trading
and execution system from the data
center. The Exchange stated its belief
that the proposed LCN 10 Gb LX
connection does not raise any novel or
unique issues or concerns. The
Exchange further stated that it does not
anticipate any negative consequence,
whether for Users, the investing public
or otherwise, as a result of granting a
waiver of the operative delay. For the
above reasons, the Commission believes
waiver of the operative delay is
appropriate and hereby grants the
Exchange’s request and designates the
proposal operative upon filing.20
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. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 21 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:
tkelley on DSK3SPTVN1PROD with NOTICES
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–2013–123 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–2013–123. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
20 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
21 15 U.S.C. 78s(b)(2)(B).
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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 the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2013–123 and should be
submitted on or before December 12,
2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–27902 Filed 11–20–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70890; File No. SR–NSX–
2013–21]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Amend
Its Fee and Rebate Schedule
November 15, 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 November 1, 2013,
National Stock Exchange, Inc. (‘‘NSX®’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
22 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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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 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) in order to: change certain
fees and rebates applicable to
executions occurring through the ‘‘Auto
Ex’’ mode of interaction (‘‘Auto Ex
Mode’’) 3 with the NSX’s trading system
(the ‘‘System’’); 4 and discontinue
charging certain fees to Exchange Equity
Trading Permit (‘‘ETP’’) 5 Holders that
are approved to use the Order Delivery
mode of interaction with the System
(‘‘Order Delivery Mode’’).6 The
Exchange is also proposing to eliminate
the rebate of $0.0045 per executed share
for Double Play Orders 7 in five select
securities (the ‘‘Select Securities’’)
directed to the CBOE Stock Exchange,
Inc. (‘‘CBSX’’) and pay the standard
rebate of $0.0015 per executed share
applicable to Double Play Orders in all
other securities priced at $1.00 and
above. The Exchange also proposes to
make certain non-material changes to
the relevant text of the Fee Schedule to
make certain terms used therein
consistent with terms used in the
Exchange’s rules.
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.
3 See Exchange Rule 11.13 (Proprietary and
Agency Orders; Modes of Order Interaction),
paragraph(b)(1).
4 Under NSX Rule 1.5, the term ‘‘System’’ is
defined as the ‘‘the electronic securities
communications and trading facility . . .through
which orders of Users are consolidated for ranking
and execution.’’
5 NSX Rule defines the term ‘‘ETP’’ as an Equity
Trading Permit issued by the Exchange for effecting
approved securities transactions on the Exchange’s
Trading Facilities.
6 See Exchange Rule 11.13(b)(2).
7 NSX Rule 11.11(c)(10) defines a ‘‘Double Play
Order’’ as a market or limit order 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).
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Federal Register / Vol. 78, No. 225 / Thursday, November 21, 2013 / Notices
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 statutory
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 I. (Auto Ex Mode); Section II.
(Order Delivery); Section III.A. (Order
Routing All Tapes); and Section IV.
(Regulatory Fee) of its Fee Schedule to:
implement new fees and rebates
applicable to executions occurring
through Auto Ex Mode; change Section
II, Pricing Option A for Order Delivery
Mode to discontinue a fee paid by ETP
Holders approved to use the Order
Delivery Mode (‘‘Order Delivery
Users’’) 8 for each Order Delivery
Notification in securities priced below
$1.00; change Section III.A. to eliminate
a rebate of $0.0045 per executed share
paid to ETP Holders that direct Double
Play Orders in the Select Securities to
CBSX; 9 and, change Section IV. to
discontinue a fee paid by Order Delivery
Users for quotation updates in securities
priced under $1.00. The Exchange also
proposes to make certain non-material
changes to the relevant text of the Fee
Schedule to make certain terms used
therein consistent with terms used in
the Exchange’s rules.
tkelley on DSK3SPTVN1PROD with NOTICES
Amended Fees and Rebates Applicable
to Auto Ex Mode
The Exchange is proposing several
changes to the fees and rebates
applicable under both the Fixed Fee
Schedule and the Variable Fee Schedule
applicable to executions occurring
through the use of the Exchange’s Auto
Ex Mode. Specifically, the Exchange is
proposing to adjust the volume
8 A ‘‘User’’ is defined in Exchange Rule 1.5 as
‘‘. . . any ETP Holder or Sponsored Participant
who is authorized to obtain access to the
System. . . .’’
9 The Select Securities are Apple Inc. (‘‘AAPL’’);
Google Inc. (‘‘GOOG’’); Bank of America Corp
(‘‘BAC’’); Nokia Corporation (‘‘NOK’’); and Sirius
Radio, Inc. (‘‘SIRI’’).
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thresholds that must be met before an
ETP Holder can be eligible to pay the
lowest fees for adding liquidity under
the Fixed Fee Schedule. Currently, an
ETP Holder must execute average daily
volume (‘‘ADV’’) of at least 50,000
shares of added liquidity during a
calendar month to qualify for the lowest
fees under the Fixed Fee Schedule. The
Exchange is proposing to change this
volume threshold to ADV of at least
25,000 executed shares of added
liquidity during a calendar month.
Along with this change to the
qualifying volume threshold, the
Exchange is proposing to adjust certain
fees and rebates under both the Variable
and Fixed Schedules. For ETP Holders
with ADV within Tier 1 (up to 500,000
executed shares), the Exchange will
reduce the fee for removing liquidity
under the Fixed Fee Schedule from
$0.0030 to $0.0029. In the Variable Fee
Schedule, the Exchange proposes to
increase the rebate to add liquidity in
Tier 4 (ADV greater than 10 [sic] 5
million shares but less than 10 million
shares) from $0.0028 under the current
schedule to $0.0029. For Tier 5, which
the Exchange proposes to amend and
redefine as ADV of greater than [sic] 10
million shares executed, the Exchange
proposes to increase the rebate for
adding liquidity under the Variable Fee
Schedule from $0.0029 to $0.0031.
The Exchange is further proposing to
eliminate Tier 6, defined in the current
Fixed and Variable Fee Schedules as
ADV in excess of [sic] 20 million shares.
The Exchange believes that the
proposed amendment to increase the
liquidity rebate under Tier 5 in the
Variable Fee Schedule provides an
appropriate rebate for ETP Holders with
ADV in excess of 10 million shares,
eliminating the need for the additional
Tier 6 pricing. In addition, the Tier 5
ADV amounts are more reflective of the
actual volume totals currently executed
by ETP Holders. The Exchange submits
that eliminating Tier 6 for both the
Fixed and Variable Fee Schedules
operates to simplify the Fee Schedule
and provide a fee and rebate structure
that better aligns with actual volume
totals.
Additionally, the Exchange is
proposing that, for Tape B securities 11
10 The Commission notes that the corresponding
rule text refers to amounts greater than or equal to
for the 5, 10, and 20 million share thresholds
referenced herein, and that the rule text is
controlling.
11 The term ‘‘Tape B’’ securities refers to the
designation assigned in the Consolidated Tape
Association (‘‘CTA’’) Plan for reporting trades with
respect to securities in Network B, which are
securities listed on NYSE MKT, formerly NYSE
Amex, and other exchanges. Tape B securities do
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69901
s only, each ETP Holder that executes
ADV of at least 25,000 shares of added
liquidity in Auto Ex Mode during a
calendar month will receive a rebate of
$0.0034 under the Fixed Fee Schedule
per executed share, to apply across all
ADV tiers of the Fixed Fee schedule.
This amendment is intended to provide
added incentive to ETP Holders to add
liquidity in Tape B symbols on the
Exchange, thereby increasing trading
volumes and providing better execution
opportunities for ETP Holders and their
customers while maximizing the rebates
available to ETP Holders for posting
liquidity on the Exchange.
The Exchange believes that the
proposed changes to certain fees and
rebates applicable to Auto Ex Mode will
operate to incentivize ETP Holders to
post additional liquidity on the
Exchange, increase trading
opportunities for ETP Holders and their
customers, and enhance the efficiency
and cost-effectiveness of trading on the
Exchange.
Amended Rebate for Double Play Orders
in the Select Securities
The Exchange is proposing to amend
the Fee Schedule to eliminate the
enhanced rebate of $0.0045 per
executed share that the Exchange
currently pays to ETP Holders that
direct Double Play Orders in the Select
Securities to CBSX. Double Play Orders
routed to and executed on CBSX will be
subject to the rebate program applicable
to all other securities priced at $1.00
and above under Section III.A. of the
Fee Schedule, which provides for a
rebate of $0.0015 per executed share.
The Exchange implemented the
enhanced rebate of $0.0045 for
executions of Double Play Orders in the
Select Securities directed to CBSX as of
July 1, 2013.12 As of September 3, 2013,
the Exchange amended the Fee
Schedule to remove AMD and MU from
not include securities listed on the New York Stock
Exchange, Inc. or the NASDAQ Stock Market LLC.
12 The Exchange filed for immediate effectiveness
amendments to its Fee Schedule, effective July 1,
2013, that: Established the $0.0045 per share rebate
for executions of Double Play Orders in the Select
Securities on CBSX; clarified that the unexecuted
portion of a Double Play Order that is returned to
NSX after its initial route to CBSX 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 clarified 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). The Select Securities initially identified
included Advanced Micro Devices, Inc. (‘‘AMD’’)
and Micron Technology, Inc. (‘‘MU’’) in addition to
BAC, NOK, and SIRI. See Exchange Act Release No.
34–69941; 78 FR 41966; SR–NSX–2013–14.
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Federal Register / Vol. 78, No. 225 / Thursday, November 21, 2013 / Notices
the list of Select Securities and add
AAPL and GOOG.13
In its previous filings with respect to
the enhanced rebates for Double Play
Orders directed to and executed on
CBSX, the Exchange noted that CBSX
had determined the list of Select
Securities and, because the Exchange
intended to pass through the rebates to
ETP Holders that directed Double Play
Orders in the Select Securities to CBSX,
it made conforming changes to the NSX
Fee Schedule. CBSX has determined
that, at present, it will not pay the
enhanced rebate of $0.0045 per
executed share for any of the symbols
that comprise the list of Select
Securities. The enhanced per share
rebate for executed Double Play Orders
in the Select Securities was an attempt
to increase liquidity provision in these
symbols, but such increased liquidity
was not attained. The Exchange is
therefore making conforming changes to
the Fee Schedule to remove all of the
symbols that currently comprise the list
of Select Securities and will pay the
rebate of $0.0015 per executed share
applicable to all other routed orders in
securities priced at $1.00 and above
under Section III.A. of the Fee Schedule.
If in the future the Exchange seeks to
identify securities for the Select
Securities list and apply a different fee
and rebate program, it would do so
upon a filing with the Commission
pursuant to section 19(b) of the Act.
tkelley on DSK3SPTVN1PROD with NOTICES
Amended Fees Applicable to Order
Delivery Mode
The Exchange is further proposing to
amend the Fee Schedule with respect to
Order Delivery Mode by, first,
eliminating securities priced below
$1.00 from the monthly volume
threshold of 1.5 million delivered Order
Delivery Notifications that must be met
before an Order Delivery User is no
longer subject to the $0.35 fee per Order
Delivery Notification fee. As a result, all
Order Delivery Notifications in
securities priced below $1.00 will not be
subject to the Order Delivery
Notification fee. Second, the Exchange
is proposing to eliminate the quotation
update fee in securities priced below
$1.00, applicable to both new and
existing Order Delivery Users. The
Exchange states that it is proposing
these changes to better align the fees
and rebates applicable to Order Delivery
Mode; to provide a more cost-effective
structure; and to encourage greater
activity in securities priced below $1.00
through the Order Delivery Mode.
13 See
Exchange Act Release No. 34–70525; 78 FR
60954; SR–NSX–2013–18.
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Currently, under Section II. Pricing
Option A of the Fee Schedule, the
Exchange does not pay a transaction
rebate or a market data rebate for
securities priced under $1.00, but
assesses a fee of $0.35 for each Order
Delivery Notification, up to 1.5 million
Order Delivery Notifications per month,
that the System delivers to Order
Delivery Users for potential execution
against a posted displayed or
undisplayed order. The Exchange states
that, by proposing to eliminate from this
volume threshold securities priced
below $1.00 the and charge no fee per
Order Delivery Notification for such
securities, it is seeking to balance its Fee
Schedule to better align the fees and
rebates applicable to Order Delivery
Notifications in sub-dollar securities.
The Exchange states that it is proposing
the change to enhance the incentives for
an Order Delivery User to post bids and
offers in securities priced below $1.00
on the NSX Book 14 since the Order
Delivery User will not be charged the
Order Delivery Notification fee when
notified by the Exchange that its posted
orders has been matched by the System
for execution against a customer order.
The Exchange makes it clear in the Fee
Schedule that Order Delivery
Notifications delivered to the Order
Delivery User in securities priced below
$1.00 shall not count toward the 1.5
million Order Delivery Notification fee
cap applicable to securities priced at
$1.00 and above.
The Exchange is also proposing to
amend Section IV. of the Fee Schedule
to eliminate the quotation update fee in
securities priced below $1.00,
applicable to both new and existing
Order Delivery Users.15 This proposed
change is also directed at incentivizing
Order Delivery Users to increase their
use of Order Delivery Mode for quoting
in securities priced below $1.00 by
eliminating the fees that they would
otherwise pay for quotation updates.
The Exchange believes that by providing
these incentives to Order Delivery
Users, it will encourage more liquidity
in securities priced below $1.00 on the
Exchange, provide new opportunities
for ETP Holders to interact with Order
Delivery Users’ quoted interest in
14 Exchange Rule 1.5 defines the term ‘‘NSX
Book’’ as ‘‘. . . the System’s electronic file of
orders.’’
15 For securities priced at $1.00 and above, the
Exchange will continue to apply a quotation update
fee of $0.000467 to an Order Delivery User’s first
150 million quotation updates each calendar
month, with no fee applied after this threshold is
met. New Order Delivery Users will be charged a
reduced fee of $0.000667 per quotation update in
securities priced at $1.00 and above for the first
three months of operation as an Order Delivery
User.
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securities priced below $1.00, and
provide for a simpler and more costefficient fee and rebate structure.
Finally, the Exchange is also
proposing to change the Fee Schedule to
substitute references to an ‘‘ETP
Holder’’ with the term ‘‘Order Delivery
User’’ and describing such User as an
ETP Holder approved for Order Delivery
Mode. This non-material change will
operate to provide clarity in the Fee
Schedule and tracks language currently
used in the Exchange’s rules.
2. Statutory Basis
The Exchange believes that the
proposed changes to the Fee Schedule
are consistent with the provisions of
Section 6(b) of the Act in general,16 and
Sections 6(b)(4) 17 and 6(b)(5) 18 of the
Act in particular. With respect to the
requirements of Section 6(b)(4) of the
Act, the Exchange submits that all of the
proposed changes, both for Auto Ex
Mode and Order Delivery Mode,
provide for the equitable allocation of
reasonable dues, fees and other charges
among ETP Holders, issuers and persons
using the Exchange’s facilities.
Specifically, the Exchange believes
that the proposed fee and rebate changes
for executions in Auto Ex Mode under
the proposed revisions Section I. of the
Fee Schedule are consistent with the
provisions of Section 6(b)(4) of the Act
in that they constitute an equitable
allocation of reasonable dues and fees
among ETP Holders and their customers
and market participants seeking pools of
liquidity. All ETP Holders are eligible to
select the proposed pricing model and
may do so at their discretion. The
Exchange believes that its proposal to
change the ADV threshold in the Fixed
Fee Schedule from 50,000 shares to
25,000 shares of added liquidity during
a calendar month and to adjust the fees
for removing liquidity and the rebates
for adding liquidity in the Fixed and
Variable Fee Schedules, with the
amounts varying depending on the
volume tiers into which the ETP
Holder’s executed volume falls, are
consistent with Section 6(b)(5) of the
Act in that it is intended to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system and, in
general, protect investors and the public
interest, by encouraging greater liquidity
on the Exchange, potentially improving
execution quality and price-discovery,
and promoting an efficient and costeffective means of trading.
16 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
18 15 U.S.C. 78f(b)(5).
17 15
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Similarly, the Exchange submits that
its proposal to provide a rebate of
$0.0034 per executed share to ETP
Holders that execute ADV of at least
25,000 shares adding liquidity in Tape
B securities, with such rebate to apply
across all volume tiers, is intended to
attract more volume in those securities
to the Exchange, provide additional
execution opportunities for ETP Holders
seeking to remove that liquidity, and to
promote narrower spreads and better
execution quality. The Exchange
believes that these goals are consistent
with Section 6(b)(5) of the Act in that
they promote the maintenance of fair
and orderly markets, operate to perfect
the mechanism of a free and open
market and national market system, and
are consistent with the protection of
investors and the public interest.
The Exchange states that its proposed
amendment to Section I. of the Fee
Schedule to eliminate volume Tier 6 is
consistent with the Section 6(b) of the
Act and Sections 6(b)(4) and 6(b)(5) in
that it better aligns the Fee Schedule
with the trading volume of the
Exchange, thereby enhancing
transparency and clarity, while
providing incentives through the
proposed amendments to Section I. to
promote additional liquidity and
increase trading volumes. This change is
consistent with both the provisions of
Section 6(b)(4) requiring an equitable
allocation of reasonable dues and fees
among ETP Holders, issuers and other
persons using the Exchange’s facilities,
and the provisions of section 6(b)(5)
requiring that the rules of the Exchange
promote just and equitable principles of
trade.
The Exchange submits that its
proposal amend Section III.A. of the Fee
Schedule to remove the five symbols
that currently comprise the list of Select
Securities, and not presently offer an
enhanced rebate for any Double Play
Orders in Select Securities directed to
and executed on CBSX, is consistent
with Section 6(b)(4) of the Act in that it
is an equitable allocation of reasonable
dues and fees among ETP Holders,
issuers, and persons using the facilities
of the Exchange. The Exchange’s
proposed amendment will remove the
enhanced rebates applicable to executed
Double Play Orders in the Select
Securities directed to CBSX. Any such
executions in the symbols that formerly
comprised the list of Select Securities
will now be subject to the fee and rebate
schedule applicable to all securities
priced at $1.00 and above, which will be
assessed equally to all ETP Holders and
persons using the facilities of the
Exchange. The Exchange believes that it
is not inconsistent with Section 6 of the
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Act to eliminate the enhanced rebates
for executions in Double Play Orders in
the five symbols that comprised the
Select Securities list when the desired
liquidity that the enhanced rebate was
intended to incentivize in those symbols
is not attained.
The Exchange next submits that, with
respect to the proposed elimination of
the fees for Order Delivery Notifications
in securities priced below $1.00, its
proposal is consistent with Section 6 of
the Act in that it applies equally to all
Order Delivery Users with posted
interest in such securities on the NSX
Book. The Exchange further submits
that its proposed elimination of the
Order Delivery Notification fee in
securities priced below $1.00 is
consistent with Section 6(b)(4) in that it
is reasonable to differentiate securities
priced under $1.00 in determining a
reasonable fee and rebate structure. In
this instance, the Exchange is proposing
an amendment that would eliminate the
fee that the Exchange currently charges
Order Delivery Users for each Order
Delivery Notification in a sub-dollar
security, up to 1.5 million notifications
per month. Under the current Fee
Schedule, this is the same fee that the
Exchange charges Order Delivery Users
for each order Delivery Notification in a
security priced at $1.00 and above, up
to 1.5 million notifications per month.
Currently, Order Delivery Users receive
transaction and market data rebates for
securities priced at $1.00 above while
no such rebates are available for
securities priced below $1.00.
The Exchange believes that by
eliminating the Order Delivery
Notification fee for securities priced
below $1.00 it will incentivize Order
Delivery Users to post more interest in
such securities on the NSX Book,
thereby potentially increasing liquidity
in such securities and providing more
execution opportunities on the
Exchange. It will also provide a
potentially more advantageous fee and
rebate structure for Order Delivery
Users, who under the current Fee
Schedule are subject to the same fees
and volume thresholds for securities
priced at or above $1.00 and those
priced under $1.00, but without the
ability to receive the rebates offered by
the Exchange for securities priced at
$1.00 and above. For securities priced at
$1.00 and above, the 1.5 million Order
Delivery Notification fee cap will
remain in place.
The Exchange submits that the
proposed fee structure for Order
Delivery Notifications and quotation
updates by Order Delivery Users in
securities priced below $1.00 is
consistent with Section 6(b)(5) of the
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69903
Act in that it does not permit unfair
discrimination between ETP Holders,
issuers and customers. The Exchange is
proposing the amendments with the
goals of providing a balanced fee and
rebate structure for order Delivery Users
and incentivizing Order Delivery Users
to post more liquidity in securities
priced under $1.00 on the Exchange.
There are other markets and execution
venues with different pricing
mechanisms offered to attract liquidity
to those venues. The Exchange submits
that in this highly competitive
environment, its proposal to eliminate
the Order Delivery Notification and
quotation update fees in securities
priced under $1.00, applicable to Order
Delivery Users, provides alternatives to
ETP Holders and their customers, while
striving to increase liquidity in
securities priced under $1.00 on the
Exchange.
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. The
Exchange submits that its proposals to
enhance the rebates available to ETP
Holders using Auto Ex Mode; and
eliminate fees paid by Order Delivery
Users for Order Delivery Notifications
and quotation updates in securities
priced below $1.00, are reasonable
approaches to incentivize additional
order flow in a highly competitive
environment and therefore does not
present a burden on competition.
The proposed rule change to remove
the five securities from the list of Select
Securities will not impose any burden
on competition that is not necessary or
appropriate in furtherance of the
purposes of the Act because the
proposed changes will subject the five
symbols on the list to the same fee and
rebate structure that is now applied to
all other securities in which orders are
routed.
Moreover, the Exchange is seeking to
provide a fee and rebate structure that
appropriately addresses the balance
between fees and rebates and provides
an economical and cost-effective means
for executing transactions in the
Exchange’s market. To this extent, the
Exchange submits that the proposed
amendments to the Fee Schedule
operate to enhance competition among
competing trading venues and provide
more choices for ETP Holders and their
customers.
E:\FR\FM\21NON1.SGM
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69904
Federal Register / Vol. 78, No. 225 / Thursday, November 21, 2013 / 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 19
and subparagraph (f)(2) of Rule 19b–4.20
At any time within 60 days of the filing
of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
tkelley on DSK3SPTVN1PROD with NOTICES
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–2013–21 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–2013–21. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NSX–
2013–21, and should be submitted on or
before December 12, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–27905 Filed 11–20–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70886; File No. SR–
NYSEMKT–2013–92]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Expanding Co-location
Services to Provide for a LowerLatency 10 Gigabit Liquidity Center
Network Connection in the Exchange’s
Data Center
November 15, 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
November 7, 2013, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
21 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
19 15
20 17
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4.
VerDate Mar<15>2010
17:17 Nov 20, 2013
Jkt 232001
PO 00000
Frm 00091
Fmt 4703
Sfmt 4703
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to expand its
co-location services to provide for a
lower-latency 10 gigabit (‘‘Gb’’)
Liquidity Center Network (‘‘LCN’’)
connection in the Exchange’s data
center. The text of the proposed rule
change is available on the Exchange’s
Web site at www.nyse.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to expand its
co-location services to provide for a new
lower-latency 10 Gb LCN connection,
referred to as the ‘‘LCN 10 Gb LX,’’ in
the Exchange’s data center.4 The
Exchange will propose applicable fees
for the proposed LCN 10 Gb LX
connection via a separate proposed rule
change.
The LCN is a local area network that
is available in the data center and that
provides Users with access to the
Exchange’s trading and execution
systems and to the Exchange’s
proprietary market data products.5 LCN
4 The Securities and Exchange Commission
(‘‘Commission’’) initially approved the Exchange’s
co-location services in Securities Exchange Act
Release No. 62961 (September 21, 2010), 75 FR
59299 (September 27, 2010) (SR–NYSEAmex–2010–
80) (the ‘‘Original Co-location Approval’’). The
Exchange operates a data center in Mahwah, New
Jersey (the ‘‘data center’’) from which it provides
co-location services to Users. The Exchange’s colocation services allow Users to rent space in the
data center so they may locate their electronic
servers in close physical proximity to the
Exchange’s trading and execution system. See id. at
59299.
5 For purposes of the Exchange’s co-location
services, the term ‘‘User’’ includes (i) member
organizations, as that term is defined in the
definitions section of the General and Floor Rules
E:\FR\FM\21NON1.SGM
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Agencies
[Federal Register Volume 78, Number 225 (Thursday, November 21, 2013)]
[Notices]
[Pages 69900-69904]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-27905]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70890; File No. SR-NSX-2013-21]
Self-Regulatory Organizations; National Stock Exchange, Inc.;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend Its Fee and Rebate Schedule
November 15, 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 November 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 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) in order to:
change certain fees and rebates applicable to executions occurring
through the ``Auto Ex'' mode of interaction (``Auto Ex Mode'') \3\ with
the NSX's trading system (the ``System''); \4\ and discontinue charging
certain fees to Exchange Equity Trading Permit (``ETP'') \5\ Holders
that are approved to use the Order Delivery mode of interaction with
the System (``Order Delivery Mode'').\6\ The Exchange is also proposing
to eliminate the rebate of $0.0045 per executed share for Double Play
Orders \7\ in five select securities (the ``Select Securities'')
directed to the CBOE Stock Exchange, Inc. (``CBSX'') and pay the
standard rebate of $0.0015 per executed share applicable to Double Play
Orders in all other securities priced at $1.00 and above. The Exchange
also proposes to make certain non-material changes to the relevant text
of the Fee Schedule to make certain terms used therein consistent with
terms used in the Exchange's rules.
---------------------------------------------------------------------------
\3\ See Exchange Rule 11.13 (Proprietary and Agency Orders;
Modes of Order Interaction), paragraph(b)(1).
\4\ Under NSX Rule 1.5, the term ``System'' is defined as the
``the electronic securities communications and trading facility . .
.through which orders of Users are consolidated for ranking and
execution.''
\5\ NSX Rule defines the term ``ETP'' as an Equity Trading
Permit issued by the Exchange for effecting approved securities
transactions on the Exchange's Trading Facilities.
\6\ See Exchange Rule 11.13(b)(2).
\7\ NSX Rule 11.11(c)(10) defines a ``Double Play Order'' as a
market or limit order 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).
---------------------------------------------------------------------------
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.
[[Page 69901]]
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 statutory 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 I. (Auto Ex Mode); Section
II. (Order Delivery); Section III.A. (Order Routing All Tapes); and
Section IV. (Regulatory Fee) of its Fee Schedule to: implement new fees
and rebates applicable to executions occurring through Auto Ex Mode;
change Section II, Pricing Option A for Order Delivery Mode to
discontinue a fee paid by ETP Holders approved to use the Order
Delivery Mode (``Order Delivery Users'') \8\ for each Order Delivery
Notification in securities priced below $1.00; change Section III.A. to
eliminate a rebate of $0.0045 per executed share paid to ETP Holders
that direct Double Play Orders in the Select Securities to CBSX; \9\
and, change Section IV. to discontinue a fee paid by Order Delivery
Users for quotation updates in securities priced under $1.00. The
Exchange also proposes to make certain non-material changes to the
relevant text of the Fee Schedule to make certain terms used therein
consistent with terms used in the Exchange's rules.
---------------------------------------------------------------------------
\8\ A ``User'' is defined in Exchange Rule 1.5 as ``. . . any
ETP Holder or Sponsored Participant who is authorized to obtain
access to the System. . . .''
\9\ The Select Securities are Apple Inc. (``AAPL''); Google Inc.
(``GOOG''); Bank of America Corp (``BAC''); Nokia Corporation
(``NOK''); and Sirius Radio, Inc. (``SIRI'').
---------------------------------------------------------------------------
Amended Fees and Rebates Applicable to Auto Ex Mode
The Exchange is proposing several changes to the fees and rebates
applicable under both the Fixed Fee Schedule and the Variable Fee
Schedule applicable to executions occurring through the use of the
Exchange's Auto Ex Mode. Specifically, the Exchange is proposing to
adjust the volume thresholds that must be met before an ETP Holder can
be eligible to pay the lowest fees for adding liquidity under the Fixed
Fee Schedule. Currently, an ETP Holder must execute average daily
volume (``ADV'') of at least 50,000 shares of added liquidity during a
calendar month to qualify for the lowest fees under the Fixed Fee
Schedule. The Exchange is proposing to change this volume threshold to
ADV of at least 25,000 executed shares of added liquidity during a
calendar month.
Along with this change to the qualifying volume threshold, the
Exchange is proposing to adjust certain fees and rebates under both the
Variable and Fixed Schedules. For ETP Holders with ADV within Tier 1
(up to 500,000 executed shares), the Exchange will reduce the fee for
removing liquidity under the Fixed Fee Schedule from $0.0030 to
$0.0029. In the Variable Fee Schedule, the Exchange proposes to
increase the rebate to add liquidity in Tier 4 (ADV greater than \10\
[sic] 5 million shares but less than 10 million shares) from $0.0028
under the current schedule to $0.0029. For Tier 5, which the Exchange
proposes to amend and redefine as ADV of greater than [sic] 10 million
shares executed, the Exchange proposes to increase the rebate for
adding liquidity under the Variable Fee Schedule from $0.0029 to
$0.0031.
---------------------------------------------------------------------------
\10\ The Commission notes that the corresponding rule text
refers to amounts greater than or equal to for the 5, 10, and 20
million share thresholds referenced herein, and that the rule text
is controlling.
---------------------------------------------------------------------------
The Exchange is further proposing to eliminate Tier 6, defined in
the current Fixed and Variable Fee Schedules as ADV in excess of [sic]
20 million shares. The Exchange believes that the proposed amendment to
increase the liquidity rebate under Tier 5 in the Variable Fee Schedule
provides an appropriate rebate for ETP Holders with ADV in excess of 10
million shares, eliminating the need for the additional Tier 6 pricing.
In addition, the Tier 5 ADV amounts are more reflective of the actual
volume totals currently executed by ETP Holders. The Exchange submits
that eliminating Tier 6 for both the Fixed and Variable Fee Schedules
operates to simplify the Fee Schedule and provide a fee and rebate
structure that better aligns with actual volume totals.
Additionally, the Exchange is proposing that, for Tape B securities
\11\ s only, each ETP Holder that executes ADV of at least 25,000
shares of added liquidity in Auto Ex Mode during a calendar month will
receive a rebate of $0.0034 under the Fixed Fee Schedule per executed
share, to apply across all ADV tiers of the Fixed Fee schedule. This
amendment is intended to provide added incentive to ETP Holders to add
liquidity in Tape B symbols on the Exchange, thereby increasing trading
volumes and providing better execution opportunities for ETP Holders
and their customers while maximizing the rebates available to ETP
Holders for posting liquidity on the Exchange.
---------------------------------------------------------------------------
\11\ The term ``Tape B'' securities refers to the designation
assigned in the Consolidated Tape Association (``CTA'') Plan for
reporting trades with respect to securities in Network B, which are
securities listed on NYSE MKT, formerly NYSE Amex, and other
exchanges. Tape B securities do not include securities listed on the
New York Stock Exchange, Inc. or the NASDAQ Stock Market LLC.
---------------------------------------------------------------------------
The Exchange believes that the proposed changes to certain fees and
rebates applicable to Auto Ex Mode will operate to incentivize ETP
Holders to post additional liquidity on the Exchange, increase trading
opportunities for ETP Holders and their customers, and enhance the
efficiency and cost-effectiveness of trading on the Exchange.
Amended Rebate for Double Play Orders in the Select Securities
The Exchange is proposing to amend the Fee Schedule to eliminate
the enhanced rebate of $0.0045 per executed share that the Exchange
currently pays to ETP Holders that direct Double Play Orders in the
Select Securities to CBSX. Double Play Orders routed to and executed on
CBSX will be subject to the rebate program applicable to all other
securities priced at $1.00 and above under Section III.A. of the Fee
Schedule, which provides for a rebate of $0.0015 per executed share.
The Exchange implemented the enhanced rebate of $0.0045 for
executions of Double Play Orders in the Select Securities directed to
CBSX as of July 1, 2013.\12\ As of September 3, 2013, the Exchange
amended the Fee Schedule to remove AMD and MU from
[[Page 69902]]
the list of Select Securities and add AAPL and GOOG.\13\
---------------------------------------------------------------------------
\12\ The Exchange filed for immediate effectiveness amendments
to its Fee Schedule, effective July 1, 2013, that: Established the
$0.0045 per share rebate for executions of Double Play Orders in the
Select Securities on CBSX; clarified that the unexecuted portion of
a Double Play Order that is returned to NSX after its initial route
to CBSX 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 clarified 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). The Select Securities initially identified
included Advanced Micro Devices, Inc. (``AMD'') and Micron
Technology, Inc. (``MU'') in addition to BAC, NOK, and SIRI. See
Exchange Act Release No. 34-69941; 78 FR 41966; SR-NSX-2013-14.
\13\ See Exchange Act Release No. 34-70525; 78 FR 60954; SR-NSX-
2013-18.
---------------------------------------------------------------------------
In its previous filings with respect to the enhanced rebates for
Double Play Orders directed to and executed on CBSX, the Exchange noted
that CBSX had determined the list of Select Securities and, because the
Exchange intended to pass through the rebates to ETP Holders that
directed Double Play Orders in the Select Securities to CBSX, it made
conforming changes to the NSX Fee Schedule. CBSX has determined that,
at present, it will not pay the enhanced rebate of $0.0045 per executed
share for any of the symbols that comprise the list of Select
Securities. The enhanced per share rebate for executed Double Play
Orders in the Select Securities was an attempt to increase liquidity
provision in these symbols, but such increased liquidity was not
attained. The Exchange is therefore making conforming changes to the
Fee Schedule to remove all of the symbols that currently comprise the
list of Select Securities and will pay the rebate of $0.0015 per
executed share applicable to all other routed orders in securities
priced at $1.00 and above under Section III.A. of the Fee Schedule. If
in the future the Exchange seeks to identify securities for the Select
Securities list and apply a different fee and rebate program, it would
do so upon a filing with the Commission pursuant to section 19(b) of
the Act.
Amended Fees Applicable to Order Delivery Mode
The Exchange is further proposing to amend the Fee Schedule with
respect to Order Delivery Mode by, first, eliminating securities priced
below $1.00 from the monthly volume threshold of 1.5 million delivered
Order Delivery Notifications that must be met before an Order Delivery
User is no longer subject to the $0.35 fee per Order Delivery
Notification fee. As a result, all Order Delivery Notifications in
securities priced below $1.00 will not be subject to the Order Delivery
Notification fee. Second, the Exchange is proposing to eliminate the
quotation update fee in securities priced below $1.00, applicable to
both new and existing Order Delivery Users. The Exchange states that it
is proposing these changes to better align the fees and rebates
applicable to Order Delivery Mode; to provide a more cost-effective
structure; and to encourage greater activity in securities priced below
$1.00 through the Order Delivery Mode.
Currently, under Section II. Pricing Option A of the Fee Schedule,
the Exchange does not pay a transaction rebate or a market data rebate
for securities priced under $1.00, but assesses a fee of $0.35 for each
Order Delivery Notification, up to 1.5 million Order Delivery
Notifications per month, that the System delivers to Order Delivery
Users for potential execution against a posted displayed or undisplayed
order. The Exchange states that, by proposing to eliminate from this
volume threshold securities priced below $1.00 the and charge no fee
per Order Delivery Notification for such securities, it is seeking to
balance its Fee Schedule to better align the fees and rebates
applicable to Order Delivery Notifications in sub-dollar securities.
The Exchange states that it is proposing the change to enhance the
incentives for an Order Delivery User to post bids and offers in
securities priced below $1.00 on the NSX Book \14\ since the Order
Delivery User will not be charged the Order Delivery Notification fee
when notified by the Exchange that its posted orders has been matched
by the System for execution against a customer order. The Exchange
makes it clear in the Fee Schedule that Order Delivery Notifications
delivered to the Order Delivery User in securities priced below $1.00
shall not count toward the 1.5 million Order Delivery Notification fee
cap applicable to securities priced at $1.00 and above.
---------------------------------------------------------------------------
\14\ Exchange Rule 1.5 defines the term ``NSX Book'' as ``. . .
the System's electronic file of orders.''
---------------------------------------------------------------------------
The Exchange is also proposing to amend Section IV. of the Fee
Schedule to eliminate the quotation update fee in securities priced
below $1.00, applicable to both new and existing Order Delivery
Users.\15\ This proposed change is also directed at incentivizing Order
Delivery Users to increase their use of Order Delivery Mode for quoting
in securities priced below $1.00 by eliminating the fees that they
would otherwise pay for quotation updates. The Exchange believes that
by providing these incentives to Order Delivery Users, it will
encourage more liquidity in securities priced below $1.00 on the
Exchange, provide new opportunities for ETP Holders to interact with
Order Delivery Users' quoted interest in securities priced below $1.00,
and provide for a simpler and more cost-efficient fee and rebate
structure.
---------------------------------------------------------------------------
\15\ For securities priced at $1.00 and above, the Exchange will
continue to apply a quotation update fee of $0.000467 to an Order
Delivery User's first 150 million quotation updates each calendar
month, with no fee applied after this threshold is met. New Order
Delivery Users will be charged a reduced fee of $0.000667 per
quotation update in securities priced at $1.00 and above for the
first three months of operation as an Order Delivery User.
---------------------------------------------------------------------------
Finally, the Exchange is also proposing to change the Fee Schedule
to substitute references to an ``ETP Holder'' with the term ``Order
Delivery User'' and describing such User as an ETP Holder approved for
Order Delivery Mode. This non-material change will operate to provide
clarity in the Fee Schedule and tracks language currently used in the
Exchange's rules.
2. Statutory Basis
The Exchange believes that the proposed changes to the Fee Schedule
are consistent with the provisions of Section 6(b) of the Act in
general,\16\ and Sections 6(b)(4) \17\ and 6(b)(5) \18\ of the Act in
particular. With respect to the requirements of Section 6(b)(4) of the
Act, the Exchange submits that all of the proposed changes, both for
Auto Ex Mode and Order Delivery Mode, provide for the equitable
allocation of reasonable dues, fees and other charges among ETP
Holders, issuers and persons using the Exchange's facilities.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(4).
\18\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
Specifically, the Exchange believes that the proposed fee and
rebate changes for executions in Auto Ex Mode under the proposed
revisions Section I. of the Fee Schedule are consistent with the
provisions of Section 6(b)(4) of the Act in that they constitute an
equitable allocation of reasonable dues and fees among ETP Holders and
their customers and market participants seeking pools of liquidity. All
ETP Holders are eligible to select the proposed pricing model and may
do so at their discretion. The Exchange believes that its proposal to
change the ADV threshold in the Fixed Fee Schedule from 50,000 shares
to 25,000 shares of added liquidity during a calendar month and to
adjust the fees for removing liquidity and the rebates for adding
liquidity in the Fixed and Variable Fee Schedules, with the amounts
varying depending on the volume tiers into which the ETP Holder's
executed volume falls, are consistent with Section 6(b)(5) of the Act
in that it is intended to remove impediments to and perfect the
mechanism of a free and open market and a national market system and,
in general, protect investors and the public interest, by encouraging
greater liquidity on the Exchange, potentially improving execution
quality and price-discovery, and promoting an efficient and cost-
effective means of trading.
[[Page 69903]]
Similarly, the Exchange submits that its proposal to provide a
rebate of $0.0034 per executed share to ETP Holders that execute ADV of
at least 25,000 shares adding liquidity in Tape B securities, with such
rebate to apply across all volume tiers, is intended to attract more
volume in those securities to the Exchange, provide additional
execution opportunities for ETP Holders seeking to remove that
liquidity, and to promote narrower spreads and better execution
quality. The Exchange believes that these goals are consistent with
Section 6(b)(5) of the Act in that they promote the maintenance of fair
and orderly markets, operate to perfect the mechanism of a free and
open market and national market system, and are consistent with the
protection of investors and the public interest.
The Exchange states that its proposed amendment to Section I. of
the Fee Schedule to eliminate volume Tier 6 is consistent with the
Section 6(b) of the Act and Sections 6(b)(4) and 6(b)(5) in that it
better aligns the Fee Schedule with the trading volume of the Exchange,
thereby enhancing transparency and clarity, while providing incentives
through the proposed amendments to Section I. to promote additional
liquidity and increase trading volumes. This change is consistent with
both the provisions of Section 6(b)(4) requiring an equitable
allocation of reasonable dues and fees among ETP Holders, issuers and
other persons using the Exchange's facilities, and the provisions of
section 6(b)(5) requiring that the rules of the Exchange promote just
and equitable principles of trade.
The Exchange submits that its proposal amend Section III.A. of the
Fee Schedule to remove the five symbols that currently comprise the
list of Select Securities, and not presently offer an enhanced rebate
for any Double Play Orders in Select Securities directed to and
executed on CBSX, is consistent with Section 6(b)(4) of the Act in that
it is an equitable allocation of reasonable dues and fees among ETP
Holders, issuers, and persons using the facilities of the Exchange. The
Exchange's proposed amendment will remove the enhanced rebates
applicable to executed Double Play Orders in the Select Securities
directed to CBSX. Any such executions in the symbols that formerly
comprised the list of Select Securities will now be subject to the fee
and rebate schedule applicable to all securities priced at $1.00 and
above, which will be assessed equally to all ETP Holders and persons
using the facilities of the Exchange. The Exchange believes that it is
not inconsistent with Section 6 of the Act to eliminate the enhanced
rebates for executions in Double Play Orders in the five symbols that
comprised the Select Securities list when the desired liquidity that
the enhanced rebate was intended to incentivize in those symbols is not
attained.
The Exchange next submits that, with respect to the proposed
elimination of the fees for Order Delivery Notifications in securities
priced below $1.00, its proposal is consistent with Section 6 of the
Act in that it applies equally to all Order Delivery Users with posted
interest in such securities on the NSX Book. The Exchange further
submits that its proposed elimination of the Order Delivery
Notification fee in securities priced below $1.00 is consistent with
Section 6(b)(4) in that it is reasonable to differentiate securities
priced under $1.00 in determining a reasonable fee and rebate
structure. In this instance, the Exchange is proposing an amendment
that would eliminate the fee that the Exchange currently charges Order
Delivery Users for each Order Delivery Notification in a sub-dollar
security, up to 1.5 million notifications per month. Under the current
Fee Schedule, this is the same fee that the Exchange charges Order
Delivery Users for each order Delivery Notification in a security
priced at $1.00 and above, up to 1.5 million notifications per month.
Currently, Order Delivery Users receive transaction and market data
rebates for securities priced at $1.00 above while no such rebates are
available for securities priced below $1.00.
The Exchange believes that by eliminating the Order Delivery
Notification fee for securities priced below $1.00 it will incentivize
Order Delivery Users to post more interest in such securities on the
NSX Book, thereby potentially increasing liquidity in such securities
and providing more execution opportunities on the Exchange. It will
also provide a potentially more advantageous fee and rebate structure
for Order Delivery Users, who under the current Fee Schedule are
subject to the same fees and volume thresholds for securities priced at
or above $1.00 and those priced under $1.00, but without the ability to
receive the rebates offered by the Exchange for securities priced at
$1.00 and above. For securities priced at $1.00 and above, the 1.5
million Order Delivery Notification fee cap will remain in place.
The Exchange submits that the proposed fee structure for Order
Delivery Notifications and quotation updates by Order Delivery Users in
securities priced below $1.00 is consistent with Section 6(b)(5) of the
Act in that it does not permit unfair discrimination between ETP
Holders, issuers and customers. The Exchange is proposing the
amendments with the goals of providing a balanced fee and rebate
structure for order Delivery Users and incentivizing Order Delivery
Users to post more liquidity in securities priced under $1.00 on the
Exchange. There are other markets and execution venues with different
pricing mechanisms offered to attract liquidity to those venues. The
Exchange submits that in this highly competitive environment, its
proposal to eliminate the Order Delivery Notification and quotation
update fees in securities priced under $1.00, applicable to Order
Delivery Users, provides alternatives to ETP Holders and their
customers, while striving to increase liquidity in securities priced
under $1.00 on the Exchange.
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. The Exchange submits that
its proposals to enhance the rebates available to ETP Holders using
Auto Ex Mode; and eliminate fees paid by Order Delivery Users for Order
Delivery Notifications and quotation updates in securities priced below
$1.00, are reasonable approaches to incentivize additional order flow
in a highly competitive environment and therefore does not present a
burden on competition.
The proposed rule change to remove the five securities from the
list of Select Securities will not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act because the proposed changes will subject the five symbols on
the list to the same fee and rebate structure that is now applied to
all other securities in which orders are routed.
Moreover, the Exchange is seeking to provide a fee and rebate
structure that appropriately addresses the balance between fees and
rebates and provides an economical and cost-effective means for
executing transactions in the Exchange's market. To this extent, the
Exchange submits that the proposed amendments to the Fee Schedule
operate to enhance competition among competing trading venues and
provide more choices for ETP Holders and their customers.
[[Page 69904]]
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 \19\ and subparagraph
(f)(2) of Rule 19b-4.\20\ 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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\19\ 15 U.S.C. 78s(b)(3)(A)(ii).
\20\ 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-2013-21 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-2013-21. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NSX-2013-21, and should be
submitted on or before December 12, 2013.
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\21\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets, pursuant
to delegated authority.\21\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-27905 Filed 11-20-13; 8:45 am]
BILLING CODE 8011-01-P