Self-Regulatory Organizations; EDGA Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Amendments to the EDGA Exchange, Inc. Fee Schedule, 76665-76667 [2013-30043]
Download as PDF
Federal Register / Vol. 78, No. 243 / Wednesday, December 18, 2013 / Notices
The Exchange also proposes to
establish criteria for identifying strategy
orders, a cut-off time for strategy orders
to be established by the Exchange on a
class-by-class basis,10 and a prohibition
against changing or cancelling strategy
orders.11 In addition, the Exchange
proposes that all other option orders for
participation in the modified HOSS
opening procedures, and any change to
or cancellation of any such order, must
be received prior to the applicable cutoff time in order to participate at the
opening price for the applicable option
series.12
The Exchange represents that it
currently conducts heightened
surveillance on the days when the
modified HOSS opening procedures are
utilized. The Exchange further
represents that those same heightened
surveillance practices will be utilized
on every Wednesday and that these
surveillance practices will be adequate
to monitor trading in all constituent
option series used to calculate volatility
indexes. The Exchange also expects to
enhance surveillance practices in
tandem with any resultant trading
volume growth.
ehiers on DSK2VPTVN1PROD with NOTICES
III. Discussion and Commission
Findings
The Commission finds that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to a national securities
exchange.13 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,14 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
10 The strategy order cut-off time will be no
earlier than 8:00 a.m. and no later than the opening
of trading in the option series.
11 Similar to the existing modified HOSS opening
procedures, the Exchange would permit a strategy
order to be changed or cancelled after the strategy
order cut-off time if the order is (i) not executed in
the modified HOSS opening procedures and the
change or cancellation is submitted after the
modified HOSS opening procedures have
concluded, or (ii) changed or cancelled to correct
a legitimate error. See CBOE Rule 6.2B.08(c).
12 The applicable cut-off time would be
established by the Exchange on a class-by-class
basis, provided it would be no earlier than 8:25 a.m.
and no later than the opening of trading in the
option series. See CBOE Rule 6.2B.08(d).
13 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
14 15 U.S.C. 78f(b)(5).
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system and, in general, to protect
investors and the public interest.
The proposed modified HOSS
opening procedures would apply only
on the expiration/final settlement dates
for volatility index options and futures.
The normal HOSS opening procedures
would apply on all other days. Except
for the rule provisions that the Exchange
identifies as applicable only to Hybrid
3.0 options,15 the proposed modified
HOSS opening procedures applicable to
all volatility index constituent options
are similar to the existing modified
HOSS opening procedures applicable to
VIX constituent options.16
The Exchange states that the primary
purpose of this proposed rule change is
to establish a strategy order cut-off time
on expiration/final settlement dates for
options series that are used to calculate
the exercise settlement/final settlement
value for volatility index options and
futures. As noted by the Exchange,
applying a strategy order cut-off time to
volatility index constituent options on
expiration/final settlement dates will
allow exposure of order imbalances in
the constituent options that resulted
from unwinding hedges for volatility
index derivatives, allow market
participants to review and offset order
imbalances, and facilitate a more stable
opening process because an option
series will not open if there is an
imbalance. In addition, as noted by the
Exchange, the strategy order cut-off time
could result in market participants
submitting orders that price-improve the
constituent options.
The other aspects of the proposed rule
change, including the technical
amendments to CBOE Rules 6.2B.01 and
24.9(a)(5), as noted by the Exchange, are
intended to provide additional clarity to
the Exchange’s rules, including in
connection with the existence of
different volatility indexes that overlie
different implied volatility
measurement periods.17
The Commission believes that the
proposed rule change is consistent with
the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,18 that the
proposed rule change (SR–CBOE–2013–
102) be, and hereby is, approved.
15 See
Notice, supra note 3, at 65405.
CBOE Rule 6.2B.01.
17 The Exchange notes that it will submit a
separate rule filing to propose the listing of VXST
options.
18 15 U.S.C. 78s(b)(2).
19 17 CFR 200.30–3(a)(12).
16 See
PO 00000
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76665
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–30089 Filed 12–17–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71059; File No. SR–EDGA–
2013–37]
Self-Regulatory Organizations; EDGA
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Amendments
to the EDGA 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, EDGA Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGA’’) 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.
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 EDGA 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.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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).
2 17
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Federal Register / Vol. 78, No. 243 / Wednesday, December 18, 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
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
ehiers on DSK2VPTVN1PROD with NOTICES
4 See
Exchange Fee Schedule available at https://
www.directedge.com/Trading/
EDGAFeeSchedule.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 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.
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15:27 Dec 17, 2013
Jkt 232001
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 an Add
Volume pricing tier based on its [sic]
level of activity during a particular
month. Each tier provides a Member
with lower pricing to add liquidity on
the Exchange. Each tier uses 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
Volume Tier 1 and be charged a reduced
fee of $0.0003 per share, a Member must
add more than 1% of the TCV in ADV
on EDGA, including non-displayed
orders that add liquidity on a daily
basis, measured monthly. To qualify for
Volume Tier 2 and also be charged a
reduced fee of $0.0003 per share, a
Member must add more than 0.25% of
the TCV on EDGA, including nondisplayed orders that add liquidity; and
remove more than 0.25% of the TCV in
ADV on a daily basis, measured
monthly.
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. 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.
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
7 15
8 15
PO 00000
U.S.C. 78f.
U.S.C. 78f(b)(4).
Frm 00074
Fmt 4703
Sfmt 4703
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
E:\FR\FM\18DEN1.SGM
18DEN1
Federal Register / Vol. 78, No. 243 / Wednesday, December 18, 2013 / Notices
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.
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.
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–
EDGA–2013–37 on the subject line.
ehiers on DSK2VPTVN1PROD with NOTICES
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/BATSBZX-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).
10 15 U.S.C. 78s(b)(3)(A).
11 17 CFR 240.19b–4 (f)(2).
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15:27 Dec 17, 2013
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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–EDGA–2013–37. 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 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–EDGA–
2013–37 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. 2013–30043 Filed 12–17–13; 8:45 am]
BILLING CODE 8011–01–P
76667
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71066; File No. SR–ISE–
2013–66]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Change Procedure for
Processing Fingerprints Under
Existing Rule 1408
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
4, 2013, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) 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 selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to change its
procedure for processing fingerprints
under its existing Rule 1408. The text of
the proposed rule change is available on
the Exchange’s Internet Web site at
https://www.ise.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 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 proposes to change the
procedure under its existing Rule 1408
1 15
12 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00075
Fmt 4703
Sfmt 4703
2 17
E:\FR\FM\18DEN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
18DEN1
Agencies
[Federal Register Volume 78, Number 243 (Wednesday, December 18, 2013)]
[Notices]
[Pages 76665-76667]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-30043]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71059; File No. SR-EDGA-2013-37]
Self-Regulatory Organizations; EDGA Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
Amendments to the EDGA 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, EDGA Exchange, Inc. (the ``Exchange'' or
``EDGA'') 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 EDGA 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).
---------------------------------------------------------------------------
[[Page 76666]]
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/EDGAFeeSchedule.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
an Add Volume pricing tier based on its [sic] level of activity during
a particular month. Each tier provides a Member with lower pricing to
add liquidity on the Exchange. Each tier uses 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 Volume Tier 1 and be charged a reduced fee of $0.0003 per share, a
Member must add more than 1% of the TCV in ADV on EDGA, including non-
displayed orders that add liquidity on a daily basis, measured monthly.
To qualify for Volume Tier 2 and also be charged a reduced fee of
$0.0003 per share, a Member must add more than 0.25% of the TCV on
EDGA, including non-displayed orders that add liquidity; and remove
more than 0.25% of the TCV in ADV on a daily basis, measured monthly.
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. 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).
---------------------------------------------------------------------------
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
[[Page 76667]]
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-EDGA-2013-37 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-EDGA-2013-37. 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 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-EDGA-2013-37 and should be
submitted on or before January 8, 2014.
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\12\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-30043 Filed 12-17-13; 8:45 am]
BILLING CODE 8011-01-P