Self-Regulatory Organizations; EDGX Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Amendments to the EDGX Exchange, Inc. Fee Schedule, 76682-76684 [2013-30042]
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76682
Federal Register / Vol. 78, No. 243 / Wednesday, December 18, 2013 / Notices
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-Phlx2013–117 and should be submitted on
or before January 8, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.32
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–30048 Filed 12–17–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71058; File No. SR–EDGX–
2013–46]
Self-Regulatory Organizations; EDGX
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Amendments
to the EDGX Exchange, Inc. Fee
Schedule
ehiers on DSK2VPTVN1PROD with NOTICES
December 12, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b-4 thereunder,2
notice is hereby given that on December
6, 2013, EDGX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGX’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
32 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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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
fees and rebates applicable to Members 3
of the Exchange pursuant to EDGX Rule
15.1(a) and (c) (‘‘Fee Schedule’’) to
exclude odd lot transactions from its
definition of Total Consolidated Volume
(‘‘TCV’’), which is used to determine
whether a Member is eligible for certain
pricing tiers. The text of the proposed
rule change is available on the
Exchange’s Web site at
www.directedge.com, at the Exchange’s
principal office, on the Commission’s
Web site at www.sec.gov, and at the
Public Reference Room of the
Commission.
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 these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects 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 currently defines TCV
as ‘‘the volume reported by all
exchanges and trade reporting facilities
to the consolidated transaction reporting
plans for Tapes A, B and C securities for
the month in which the fees are
calculated.’’ 4 An odd lot transaction,
which is generally an execution of less
than 100 shares,5 is currently not
reported to the consolidated tape, and
therefore, not included in the
Exchange’s calculation of TCV.
Beginning December 9, 2013, odd lot
transactions will be reported to the
3 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer, or any person associated
with a registered broker or dealer, that has been
admitted to membership in the Exchange. A
Member will have the status of a ‘‘member’’ of the
Exchange as that term is defined in Section 3(a)(3)
of the Act.’’ See Exchange Rule 1.5(n).
4 See Exchange Fee Schedule available at
https://www.directedge.com/Trading/
EDGXFeeSchedule.aspx (December 2, 2013)
5 See Exchange Rule 11.6.
PO 00000
Frm 00090
Fmt 4703
Sfmt 4703
consolidated tape.6 The Exchange,
therefore, proposes to amend its Fee
Schedule to exclude odd lot
transactions from its definition of TCV,
which is used to determine whether a
Member is eligible for certain pricing
tiers, through January 31, 2014. The
proposal would allow Members
additional time to adjust to the potential
impact of including odd lot transactions
within consolidated volumes. Odd lots
will continue to be included in each
Member’s average daily trading volume
(‘‘ADV’’) as they are today.
The Exchange provides Members with
the opportunity to qualify for a pricing
tier based on its [sic] level of activity
during a particular month. Each tier
provides a Member with increased
rebates or lower fees for adding or
removing liquidity in the Exchange.
Certain tiers use a specific percentage of
TCV during the billing cycle as a
threshold that a Member must meet or
exceed to qualify for a particular tier.
For example, to qualify for the Mega
Tier 2 and receive a rebate of $0.0032
per share and fee of $0.0029 per share,
a Member must: add or route at least
4,000,000 shares of ADV prior to 9:30
a.m. or after 4:00 p.m. (includes all flags
except 6); and add a minimum of 0.20%
of the TCV on a daily basis measured
monthly, including during both market
hours and pre and post-trading hours.
To qualify for Market Depth Tier 1 and
receive a rebate of $0.00325 per share,
a Member must: add greater than or
equal to 0.85% of the TCV in ADV on
EDGX in total; and add at least 4 million
shares as Non-Displayed Orders that
yield Flag HA.
The proposal to exclude odd lot
transactions from the TCV calculation is
intended to allow Members additional
time to adjust to the potential impact of
including odd lot transactions within
6 See Securities Exchange Act Release No. 70794
(October 31, 2013), 78 FR 66789 (November 6, 2013)
(SR–CTA–2013–05) (Order Approving the
Eighteenth Substantive Amendment to the Second
Restatement of the CTA Plan). See also Securities
Exchange Act Release No. 70793 (October 31, 2013),
78 FR 66788 (November 6, 2013) (File No. S7–24–
89) (Order Approving Amendment No. 30 to the
Joint Self-Regulatory Organization Plan Governing
the Collection, Consolidation and Dissemination of
Quotation and Transaction Information for NasdaqListed Securities Traded on Exchanges on an
Unlisted Trading Privileges Basis). See also
Securities Exchange Act Release No. 70898
(November 19, 2013) (SR–NYSE–2013–75). See also
announcements regarding December 9, 2013
implementation date, available at https://
cta.nyxdata.com/cta/popup/news/2385 and https://
www.nasdaqtrader.com/
TraderNews.aspx?id=uva2013-11. If the inclusion
of odd lot transactions in the consolidated tape is
delayed to a date after December 9, 2013, the
manner of inclusion or exclusion of odd lot
transactions described in this proposal for purposes
of billing on the Exchange would similarly take
effect on such later date.
E:\FR\FM\18DEN1.SGM
18DEN1
Federal Register / Vol. 78, No. 243 / Wednesday, December 18, 2013 / Notices
consolidated volumes. The proposed
rule change is not intended to address
any other issues and the Exchange is not
aware of any problems that Members
would have in complying with the
proposed rule change.
Implementation Date
The Exchange proposes to implement
these amendments to its Fee Schedule
on December 9, 2013. The amendments
would be effective through January 31,
2014.
ehiers on DSK2VPTVN1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the Act,7
in general, and furthers the objectives of
Section 6(b)(4),8 in particular, as it is
designed to provide for the equitable
allocation of reasonable dues, fees and
other charges among its Members and
other persons using its facilities.
The Exchange believes its proposal to
exclude odd lot transactions from its
TCV calculation is reasonable because it
allows the Exchange to maintain, albeit
temporarily, the status quo when
measuring a Member’s activity and
whether they [sic] satisfy the criteria
necessary to achieve preferred pricing
under each pricing tier. Absent this
change, the denominator of tier
threshold calculation (i.e., TCV) would
increase immediately when odd lot
transactions begin to be reported to the
consolidated tape and a Member would
need to immediately increase their [sic]
own activity (i.e., the numerator) to
continue to qualify for the tier.
However, such an increase in the
Member’s activity would not result in a
corresponding benefit to the Member
because the Exchange is not proposing
to change the tier rates. The Exchange
anticipates that the eventual impact on
determining tier qualifications would be
minimal when odd lot transactions
begin to be included in the TCV.
Nonetheless, the Exchange believes that
it is reasonable to provide Members
with a limited transition period to adapt
to such impact.
The proposed rule change is also
equitable and not unfairly
discriminatory because it would apply
to all Members uniformly. In addition,
the inclusion of odd lots in the TCV
calculation would occur for all Members
on February 1, 2014, after the same
nearly two month transition period.
7 15
8 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
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76683
B. Self-Regulatory Organization’s
Statement on Burden on Competition
unsolicited written comments from
Members or other interested parties.
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
The Exchange does not believe that this
change represent [sic] a significant
departure from previous pricing offered
by the Exchange or pricing offered by
the Exchange’s competitors. The
proposed rule change is designed to
provide consistency to Members by
allowing the Exchange to maintain,
albeit temporarily, the status quo when
measuring a Member’s activity and
whether they [sic] satisfy the criteria
necessary to achieve preferred pricing
under each pricing tier. The proposal to
exclude odd lot transactions from the
TCV calculation is intended to allow
Members additional time to adjust to the
potential impact of including odd lot
transactions within consolidated
volumes. Accordingly, the Exchange
does not believe that the proposed
change will impair the ability of
Members or competing venues to
maintain their competitive standing in
the financial markets.
This proposed rule change is also
designed to maintain intermarket
competition by eliminating the potential
for Members to immediately fail to
qualify for a tier due to the inclusion of
odd lot transactions in the consolidated
tape beginning December 9, 2013. Other
exchanges have also announced their
intention of [sic] filed proposed rule
changes to exclude odd lot transactions
from the consolidated volume
calculations from December 9, 2013 thru
[sic] January 31, 2014.9 The proposal is
also designed to maintain intramarket
completion by maintaining consistent
calculations amongst exchanges.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 10 and Rule 19b–4(f)(2) 11
thereunder. 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.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
9 See File No. SR–NYSE–2013–78 (proposal by
the New York Stock Exchange, Inc. (‘‘NYSE’’) to
amend its price list to exclude odd lot transactions
from its consolidated average daily trading volume
calculations thru January 31, 2014); see also, BATS
Exchange, Inc. and BATS–Y Exchange, Inc. Tier
Calculation Update available at https://
cdn.batstrading.com/resources/fee_schedule/
BATS–BZX-Exchange-and-BYX-Exchange-TierCalculation-Update-Effective-December-9-2013.pdf
(announcing intention to exclude odd lot
transactions from its consolidated average daily
trading volume calculations thru [sic] January 31,
2014).
PO 00000
Frm 00091
Fmt 4703
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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 proposal 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–
EDGX–2013–46 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–EDGX–2013–46. 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.,
10 15
11 17
E:\FR\FM\18DEN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4 (f)(2).
18DEN1
76684
Federal Register / Vol. 78, No. 243 / Wednesday, December 18, 2013 / Notices
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–EDGX–
2013–46 and should be submitted on or
before January 8, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–30042 Filed 12–17–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71063; File No. SR–CBOE–
2013–116]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend the Fees
Schedule
December 12, 2013.
ehiers on DSK2VPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
9, 2013, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Fees Schedule. The text of the proposed
rule change is available on the
Exchange’s Web site (https://
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission’s Public
Reference Room.
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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 aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend its
Fees Schedule with regard to the
quoting bandwidth allowance for
Market-Makers. The Fees Schedule
states that the bandwidth allowance for
a Market-Maker Trading Permit is
equivalent to a maximum of 31,200,000
quotes over the course of a trading day.
However, in reaching the 31,200,000
quotes number, CBOE only took into
account the normal trading hours for
equity options (8:30 a.m.–3:00 p.m. (all
times herein are Central)) and
erroneously failed to account for the fact
that index and ETP options trading is
open until 3:15 p.m. (an extra 15
minutes). Therefore, the Exchange’s
quoting bandwidth allowance for index
and ETP options is actually greater than
the 31,200,000 quotes listed in the Fees
Schedule. In order to account for this
error, the Exchange proposes to amend
the Fees Schedule to delete the
31,200,000 number and replace it with
32,400,000 (which accounts for the extra
15 minutes).
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.3 Specifically,
the Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) 4 requirements that the rules of
an exchange be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
12 17
1 15
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3 15
4 15
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PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00092
Fmt 4703
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
Additionally, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 5 requirement that
the rules of an exchange not be designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
The Exchange believes that amending
the Fees Schedule to more accurately
reflect the Market-Maker Trading Permit
quoting bandwidth allowance (taking
into account the extra fifteen minutes
that index and ETP options are traded)
shall alleviate confusion, thereby
removing impediments to and
perfecting the mechanism of a free and
open market and a national market
system. The proposed change applies
equally to all Market-Maker Trading
Permits.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE 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 does not believe that the
proposed rule change will impose any
burden on intramarket competition that
is not necessary or appropriate in
furtherance of the purposes of the Act
because the proposed change is merely
making a correction. Further, the new
32,400,000 quotes amount applies to all
Market-Maker Trading Permits. The
Exchange does not believe that the
proposed rule change will impose any
burden on intermarket competition that
is not necessary or appropriate in
furtherance of the purposes of the Act
because the proposed change is merely
a correction, not a competitive change,
and only applies to trading on CBOE.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not:
5 Id.
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Agencies
[Federal Register Volume 78, Number 243 (Wednesday, December 18, 2013)]
[Notices]
[Pages 76682-76684]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-30042]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71058; File No. SR-EDGX-2013-46]
Self-Regulatory Organizations; EDGX Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
Amendments to the EDGX Exchange, Inc. Fee Schedule
December 12, 2013.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on December 6, 2013, EDGX Exchange, Inc. (the ``Exchange'' or
``EDGX'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II
and III below, which items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its fees and rebates applicable to
Members \3\ of the Exchange pursuant to EDGX Rule 15.1(a) and (c)
(``Fee Schedule'') to exclude odd lot transactions from its definition
of Total Consolidated Volume (``TCV''), which is used to determine
whether a Member is eligible for certain pricing tiers. The text of the
proposed rule change is available on the Exchange's Web site at
www.directedge.com, at the Exchange's principal office, on the
Commission's Web site at www.sec.gov, and at the Public Reference Room
of the Commission.
---------------------------------------------------------------------------
\3\ The term ``Member'' is defined as ``any registered broker or
dealer, or any person associated with a registered broker or dealer,
that has been admitted to membership in the Exchange. A Member will
have the status of a ``member'' of the Exchange as that term is
defined in Section 3(a)(3) of the Act.'' See Exchange Rule 1.5(n).
---------------------------------------------------------------------------
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 these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in sections A, B and C below, of the
most significant aspects 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 currently defines TCV as ``the volume reported by all
exchanges and trade reporting facilities to the consolidated
transaction reporting plans for Tapes A, B and C securities for the
month in which the fees are calculated.'' \4\ An odd lot transaction,
which is generally an execution of less than 100 shares,\5\ is
currently not reported to the consolidated tape, and therefore, not
included in the Exchange's calculation of TCV. Beginning December 9,
2013, odd lot transactions will be reported to the consolidated
tape.\6\ The Exchange, therefore, proposes to amend its Fee Schedule to
exclude odd lot transactions from its definition of TCV, which is used
to determine whether a Member is eligible for certain pricing tiers,
through January 31, 2014. The proposal would allow Members additional
time to adjust to the potential impact of including odd lot
transactions within consolidated volumes. Odd lots will continue to be
included in each Member's average daily trading volume (``ADV'') as
they are today.
---------------------------------------------------------------------------
\4\ See Exchange Fee Schedule available at https://www.directedge.com/Trading/EDGXFeeSchedule.aspx (December 2, 2013)
\5\ See Exchange Rule 11.6.
\6\ See Securities Exchange Act Release No. 70794 (October 31,
2013), 78 FR 66789 (November 6, 2013) (SR-CTA-2013-05) (Order
Approving the Eighteenth Substantive Amendment to the Second
Restatement of the CTA Plan). See also Securities Exchange Act
Release No. 70793 (October 31, 2013), 78 FR 66788 (November 6, 2013)
(File No. S7-24-89) (Order Approving Amendment No. 30 to the Joint
Self-Regulatory Organization Plan Governing the Collection,
Consolidation and Dissemination of Quotation and Transaction
Information for Nasdaq-Listed Securities Traded on Exchanges on an
Unlisted Trading Privileges Basis). See also Securities Exchange Act
Release No. 70898 (November 19, 2013) (SR-NYSE-2013-75). See also
announcements regarding December 9, 2013 implementation date,
available at https://cta.nyxdata.com/cta/popup/news/2385 and https://www.nasdaqtrader.com/TraderNews.aspx?id=uva2013-11. If the inclusion
of odd lot transactions in the consolidated tape is delayed to a
date after December 9, 2013, the manner of inclusion or exclusion of
odd lot transactions described in this proposal for purposes of
billing on the Exchange would similarly take effect on such later
date.
---------------------------------------------------------------------------
The Exchange provides Members with the opportunity to qualify for a
pricing tier based on its [sic] level of activity during a particular
month. Each tier provides a Member with increased rebates or lower fees
for adding or removing liquidity in the Exchange. Certain tiers use a
specific percentage of TCV during the billing cycle as a threshold that
a Member must meet or exceed to qualify for a particular tier. For
example, to qualify for the Mega Tier 2 and receive a rebate of $0.0032
per share and fee of $0.0029 per share, a Member must: add or route at
least 4,000,000 shares of ADV prior to 9:30 a.m. or after 4:00 p.m.
(includes all flags except 6); and add a minimum of 0.20% of the TCV on
a daily basis measured monthly, including during both market hours and
pre and post-trading hours. To qualify for Market Depth Tier 1 and
receive a rebate of $0.00325 per share, a Member must: add greater than
or equal to 0.85% of the TCV in ADV on EDGX in total; and add at least
4 million shares as Non-Displayed Orders that yield Flag HA.
The proposal to exclude odd lot transactions from the TCV
calculation is intended to allow Members additional time to adjust to
the potential impact of including odd lot transactions within
[[Page 76683]]
consolidated volumes. The proposed rule change is not intended to
address any other issues and the Exchange is not aware of any problems
that Members would have in complying with the proposed rule change.
Implementation Date
The Exchange proposes to implement these amendments to its Fee
Schedule on December 9, 2013. The amendments would be effective through
January 31, 2014.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6 of the Act,\7\ in general, and
furthers the objectives of Section 6(b)(4),\8\ in particular, as it is
designed to provide for the equitable allocation of reasonable dues,
fees and other charges among its Members and other persons using its
facilities.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f.
\8\ 15 U.S.C. 78f(b)(4).
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The Exchange believes its proposal to exclude odd lot transactions
from its TCV calculation is reasonable because it allows the Exchange
to maintain, albeit temporarily, the status quo when measuring a
Member's activity and whether they [sic] satisfy the criteria necessary
to achieve preferred pricing under each pricing tier. Absent this
change, the denominator of tier threshold calculation (i.e., TCV) would
increase immediately when odd lot transactions begin to be reported to
the consolidated tape and a Member would need to immediately increase
their [sic] own activity (i.e., the numerator) to continue to qualify
for the tier. However, such an increase in the Member's activity would
not result in a corresponding benefit to the Member because the
Exchange is not proposing to change the tier rates. The Exchange
anticipates that the eventual impact on determining tier qualifications
would be minimal when odd lot transactions begin to be included in the
TCV. Nonetheless, the Exchange believes that it is reasonable to
provide Members with a limited transition period to adapt to such
impact.
The proposed rule change is also equitable and not unfairly
discriminatory because it would apply to all Members uniformly. In
addition, the inclusion of odd lots in the TCV calculation would occur
for all Members on February 1, 2014, after the same nearly two month
transition period.
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act. The Exchange does not believe that this change represent [sic]
a significant departure from previous pricing offered by the Exchange
or pricing offered by the Exchange's competitors. The proposed rule
change is designed to provide consistency to Members by allowing the
Exchange to maintain, albeit temporarily, the status quo when measuring
a Member's activity and whether they [sic] satisfy the criteria
necessary to achieve preferred pricing under each pricing tier. The
proposal to exclude odd lot transactions from the TCV calculation is
intended to allow Members additional time to adjust to the potential
impact of including odd lot transactions within consolidated volumes.
Accordingly, the Exchange does not believe that the proposed change
will impair the ability of Members or competing venues to maintain
their competitive standing in the financial markets.
This proposed rule change is also designed to maintain intermarket
competition by eliminating the potential for Members to immediately
fail to qualify for a tier due to the inclusion of odd lot transactions
in the consolidated tape beginning December 9, 2013. Other exchanges
have also announced their intention of [sic] filed proposed rule
changes to exclude odd lot transactions from the consolidated volume
calculations from December 9, 2013 thru [sic] January 31, 2014.\9\ The
proposal is also designed to maintain intramarket completion by
maintaining consistent calculations amongst exchanges.
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\9\ See File No. SR-NYSE-2013-78 (proposal by the New York Stock
Exchange, Inc. (``NYSE'') to amend its price list to exclude odd lot
transactions from its consolidated average daily trading volume
calculations thru January 31, 2014); see also, BATS Exchange, Inc.
and BATS-Y Exchange, Inc. Tier Calculation Update available at
https://cdn.batstrading.com/resources/fee_schedule/BATS-BZX-Exchange-and-BYX-Exchange-Tier-Calculation-Update-Effective-December-9-2013.pdf (announcing intention to exclude odd lot
transactions from its consolidated average daily trading volume
calculations thru [sic] January 31, 2014).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from Members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \10\ and Rule 19b-4(f)(2) \11\ thereunder. 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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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4 (f)(2).
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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 proposal 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-EDGX-2013-46 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-EDGX-2013-46. 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.,
[[Page 76684]]
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-EDGX-2013-46 and should be
submitted on or before January 8, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-30042 Filed 12-17-13; 8:45 am]
BILLING CODE 8011-01-P