Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Related to Fees for Use of BATS Exchange, Inc., 78460-78462 [2013-30761]
Download as PDF
78460
Federal Register / Vol. 78, No. 248 / Thursday, December 26, 2013 / Notices
origin code, and account designation.
On the other hand, an authorized trade
reporter handling a block order which
cannot be immediately entered into
OCX.BETS must prepare a written order
ticket that includes the account
designation, date, time of receipt, buy or
sell, the contract and expiration month,
the quantity of contracts, and the
requested price. Such orders must be
entered into OCX.BETS when it
becomes executable or when it has been
privately negotiated.
Finally, Rule 417(h) will be added to
clarify the two methods by which block
trades can be traded. First, block trades
can be competitively executed on
OCX.BETS by placing anonymous bids
or offers (utilizing the central limit order
book functionality of OCX.BETS). Block
trades can also be privately negotiated
and reported to the OCX.BETS system
as bilateral trades.
emcdonald on DSK67QTVN1PROD with NOTICES
2. Statutory Basis
OneChicago believes that the
proposed rule change is consistent with
Section 6(b) of the Act,2 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,3 in particular, in that it is
designed to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities,
and remove impediments to and perfect
the mechanism of a free and open
market and national market system.
OneChicago believes that clarifying and
consolidating its reporting and
recordkeeping requirements for parties
to block trades will foster cooperation
and coordination with persons engaged
in block trades because block
participants will more easily locate and
identify their reporting and
recordkeeping requirements.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
OneChicago does not believe that the
rule changes will impose any burden on
competition not necessary or
appropriate in furtherance of the
purposes of the Act. The Exchange
believes that the proposed rule change
is equitable and not unfairly
discriminatory because it merely
consolidates and clarifies the
obligations of parties to block trades,
and does not impose any new, material
requirements on market participants.
OneChicago believes the rule change
enhances competition on our
marketplace, as market participants can
choose whether to execute blocks
directly on OCX.BETS or to privately
negotiate blocks and then report them to
2 15
U.S.C. 78f(b).
3 15 U.S.C. 78(f)(b)(5).
VerDate Mar<15>2010
18:06 Dec 24, 2013
Jkt 232001
OCX.BETS. Additionally, market
participants may also choose to execute
block size transactions in our
CBOEdirect based Central Order Book.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Comments on the OneChicago
proposed rule change have not been
solicited and none have been received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
OneChicago filed the proposed rule
change with the CFTC on September 10,
2012, and the proposed rule change
became effective with the CFTC on
September 25, 2012. OneChicago did
not file the proposed rule changes
concurrently with the SEC. Instead,
OneChicago filed the proposed rule
change on December 18, 2013.4
At any time within 60 days of the date
of effectiveness 5 of the proposed rule
change, the Commission, after
consultation with the CFTC, may
summarily abrogate the proposed rule
change and require that the proposed
rule change be refiled in accordance
with the provisions of Section 19(b)(1)
of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
OC–2013–03 on the subject line.
All submissions should refer to File
Number SR–OC–2013–03. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
offices of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–OC–
2013–03, and should be submitted on or
before January 16, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–30766 Filed 12–24–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
[Release No. 34–71140; File No. SR–BATS–
2013–063]
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Related to Fees for Use
of BATS Exchange, Inc.
4 Section 19(b)(7)(B) of the Act provides that a
proposed rule change filed with the SEC pursuant
to section 19(b)(7)(A) of the Act shall be filed
concurrently with the CFTC.
5 Section 19(b)(7)(C) of the Act provides, inter
alia, that ‘‘[a]ny proposed rule change of a selfregulatory organization that has taken effect
pursuant to [Section 19(b)(7)(B) of the Act] may be
enforced by such self-regulatory organization to the
extent such rule is not inconsistent with the
provisions of this title, the rules and regulations
thereunder, and applicable Federal law.’’
PO 00000
Frm 00136
Fmt 4703
Sfmt 4703
December 19, 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
9, 2013, BATS Exchange, Inc. (the
6 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\26DEN1.SGM
26DEN1
Federal Register / Vol. 78, No. 248 / Thursday, December 26, 2013 / Notices
‘‘Exchange’’ or ‘‘BATS’’) 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 Exchange. The
Exchange has designated the proposed
rule change as one establishing or
changing a member due, fee, or other
charge imposed by the Exchange under
Section 19(b)(3)(A)(ii) of the Act 3 and
Rule 19b–4(f)(2) thereunder,4 which
renders the proposed rule change
effective upon filing with the
Commission. 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 the Substance
of the Proposed Rule Change
The Exchange filed a proposal to
amend the fee schedule applicable to
Members 5 and non-members of the
Exchange pursuant to BATS Rules
15.1(a) and (c). Changes to the fee
schedule pursuant to this proposal are
effective upon filing.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
emcdonald on DSK67QTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to modify the ‘‘Equities
Pricing’’ section of its fee schedule
effective December 9, 2013, in order to
temporarily amend the way that the
Exchange calculates rebates for adding
3 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
5 A Member is any registered broker or dealer that
has been admitted to membership in the Exchange.
4 17
VerDate Mar<15>2010
18:06 Dec 24, 2013
Jkt 232001
liquidity to the Exchange. Specifically,
the Exchange is proposing to exclude
odd lot executions from the calculation
of average daily TCV, as defined below,
as it relates to ‘‘Equities Pricing’’ until
February 1, 2014.
The Exchange currently offers a tiered
structure for determining the rebates
that Members receive for executions that
add liquidity to the Exchange. Under
the tiered pricing structure, the
Exchange provides different rebates to
Members based on a Member’s ADAV or
ADV 6 as a percentage of average daily
TCV,7 as well as a possible additional
rebate where a Member’s order sets or
joins the NBBO and that Member meets
or exceeds a certain threshold of ADAV
or ADV as a percentage of average daily
TCV. The Exchange notes that it is not
proposing to modify any of the existing
rebates or the percentage thresholds at
which a Member may qualify for certain
rebates. Rather, as mentioned above, the
Exchange is proposing to modify the
‘‘Equities Pricing’’ section of its fee
schedule in order to temporarily
exclude odd lot executions from the
calculation of average daily TCV.
The Exchange is proposing to exclude
odd lot executions from the calculation
of average daily TCV through January
31, 2014 because recent amendments to
the Consolidated Tape Association and
NASDAQ UTP Plans 8 require that odd
lots be reported to the consolidated
tape. Beginning on December 9, 2013,
exchanges and trade reporting facilities
are required to report odd lot executions
to the consolidated transaction reporting
plan and, as currently defined, odd lots
would be included in the calculation of
6 As provided in the ‘‘Equities Pricing’’ section of
the fee schedule, ‘‘ADAV’’ means average daily
added volume calculated as the number of shares
added and ‘‘ADV’’ means average daily volume
calculated as the number of shares added or
removed, combined, per day. ADAV and ADV are
calculated on a monthly basis, excluding shares
added or removed on any day that trading is not
available on the Exchange for more than 60 minutes
during regular trading hours but continues on other
markets during such time (‘‘Exchange Outage’’) and
on the last Friday in June (the ‘‘Russell
Reconstitution Day’’). Routed shares are not
included in ADAV or ADV calculation. With prior
notice to the Exchange, a Member may aggregate
ADAV or ADV with other Members that control, are
controlled by, or are under common control with
such Member (as evidenced on such Member’s
Form BD).
7 As provided in the ‘‘Equities Pricing’’ section of
the fee schedule, ‘‘TCV’’ means total consolidated
volume calculated as the volume reported by all
exchanges and trade reporting facilities to a
consolidated transaction reporting plan for the
month for which the fees apply, excluding any day
that the Exchange experiences an Exchange Outage
and the Russell Reconstitution Day.
8 Securities Exchange Act Release No. 70794
(October 31, 2013), 78 FR 66789 (November 6, 2013)
(SR–CTA–2013–05); Securities Exchange Act
Release No. 70793 (October 31, 2013), 78 FR 66788
(November 6, 2013) (File No. S7–24–89).
PO 00000
Frm 00137
Fmt 4703
Sfmt 4703
78461
TCV. As such, the Exchange is
proposing to amend the definition of
TCV in order to exclude odd lots from
the calculation of TCV until January 31,
2014. When calculating ADAV or ADV
as a percentage of TCV, the Exchange
has historically included odd lots in the
Member’s ADV and ADAV, but
excluded them from TCV since they
have not been included in the trades
reported to consolidated transaction
reporting plans. Accordingly, the
proposal intends to exclude odd lots
from TCV for the first two billing cycles
in which odd lots are reported to the
consolidated transaction reporting plans
in order to create a period during which
odd lot reporting behavior can be
observed without affecting the rebates
for which a Member will qualify. The
Exchange believes that excluding such
odd lots will help to eliminate
uncertainty faced by Members as to
their monthly ADAV or ADV as a
percentage of average daily TCV because
of the additional reported volume and
the rebates that this percentage will
qualify for, providing Members with an
increased certainty as to their monthly
cost for trades executed on the
Exchange. Further, excluding such odd
lots through January 31, 2014 will allow
the Exchange to evaluate the impact that
odd lot orders would have on Member
rebates.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6 of the Act.9
Specifically, the Exchange believes that
the proposed rule change is consistent
with Section 6(b)(4) of the Act,10 in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and other
persons using any facility or system
which the Exchange operates or
controls. The Exchange notes that it
operates in a highly competitive market
in which market participants can
readily direct order flow to competing
venues if they deem fee structures at a
particular venue to be unreasonable
and/or excessive.
With respect to the proposed changes
to the tiered pricing structure for adding
liquidity to the Exchange, the Exchange
believes that its proposal is reasonable
because, as explained above, it will help
provide Members with a greater level of
certainty as to their level of rebates for
9 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
10 15
E:\FR\FM\26DEN1.SGM
26DEN1
78462
Federal Register / Vol. 78, No. 248 / Thursday, December 26, 2013 / Notices
December and January. The Exchange
also believes that its proposal is
reasonable because it is not changing
the thresholds to become eligible or the
dollar value associated with the rebates
and, moreover, by continuing to exclude
odd lots from the calculation of average
daily TCV, Members will be more likely
to meet the minimum or higher tier
thresholds for December and January,
which will provide additional incentive
to Members to increase their
participation on the Exchange in order
to meet the next tier. In addition, the
Exchange believes that the proposed
changes to fees are equitably allocated
among Exchange constituents as the
methodology for calculating ADV and
TCV will apply equally to all Members.
Volume-based tiers such as the
liquidity adding tiers maintained by the
Exchange have been widely adopted in
the equities markets, and are equitable
and not unfairly discriminatory because
they are open to all members on an
equal basis and provide rebates that are
reasonably related to the value to an
exchange’s market quality associated
with higher levels of market activity,
such as higher levels of liquidity
provision and introduction of higher
volumes of orders into the price and
volume discovery process. Accordingly,
the Exchange believes that the proposal
is equitably allocated and not unfairly
discriminatory because it is consistent
with the overall goals of enhancing
market quality.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
emcdonald on DSK67QTVN1PROD with NOTICES
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed changes will help the
Exchange to continue to incentivize
higher levels of liquidity at a tighter
spread while providing more stable and
predictable costs to its Members. As
stated above, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily direct order flow to competing
venues if they deem fee structures to be
unreasonable or excessive.
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.
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18:06 Dec 24, 2013
Jkt 232001
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 11 and paragraph (f) of Rule
19b–4 thereunder.12 At any time within
60 days of the filing of the 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:
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–
BATS–2013–063 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–BATS–2013–063. 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
11 15
12 17
PO 00000
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
Frm 00138
Fmt 4703
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–BATS–
2013–063 and should be submitted on
or before January 16, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–30761 Filed 12–24–13; 8:45 am]
BILLING CODE 8011–01–P
SOCIAL SECURITY ADMINISTRATION
[Docket No. SSA–2013–0054]
Open Government: Use of Genetic
Information in Documenting and
Evaluating Disability; Extension of
Comment Period
Social Security Administration.
Notice of extension of comment
AGENCY:
ACTION:
period.
On November 26, 2013, we
announced in the Federal Register that
we were soliciting ideas and comments
about the use of genetic information in
the disability determination process via
an online forum. We stated that the
forum would be open until December
26, 2013. We are extending that
deadline until January 16, 2014.
DATES: The forum will be open for your
ideas and comments until January 16,
2014.
FOR FURTHER INFORMATION CONTACT:
Cheryl A. Williams, Office of Medical
Listings Improvement, Social Security
Administration, 6401 Security
Boulevard, Baltimore, Maryland 21235–
6401, (410) 965–1020. For information
on eligibility or filing for benefits, call
our national toll-free number, 1–800–
772–1213, or TTY 1–800–325–0778, or
visit our Internet site, Social Security
Online, at https://
www.socialsecurity.gov.
SUPPLEMENTARY INFORMATION:
On November 26, 2013, we
announced in the Federal Register that
we were soliciting ideas and comments
about the use of genetic information in
the disability determination process via
an online forum that would be open
until December 26, 2013.1 We have
SUMMARY:
13 17
1 78
Sfmt 4703
E:\FR\FM\26DEN1.SGM
CFR 200.30–3(a)(12).
FR 70617.
26DEN1
Agencies
[Federal Register Volume 78, Number 248 (Thursday, December 26, 2013)]
[Notices]
[Pages 78460-78462]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-30761]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71140; File No. SR-BATS-2013-063]
Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Related to
Fees for Use of BATS Exchange, Inc.
December 19, 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 9, 2013, BATS Exchange, Inc. (the
[[Page 78461]]
``Exchange'' or ``BATS'') 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
Exchange. The Exchange has designated the proposed rule change as one
establishing or changing a member due, fee, or other charge imposed by
the Exchange under Section 19(b)(3)(A)(ii) of the Act \3\ and Rule 19b-
4(f)(2) thereunder,\4\ which renders the proposed rule change effective
upon filing with the Commission. 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.
\3\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange filed a proposal to amend the fee schedule applicable
to Members \5\ and non-members of the Exchange pursuant to BATS Rules
15.1(a) and (c). Changes to the fee schedule pursuant to this proposal
are effective upon filing.
---------------------------------------------------------------------------
\5\ A Member is any registered broker or dealer that has been
admitted to membership in the Exchange.
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
Web site at https://www.batstrading.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant parts of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to modify the ``Equities
Pricing'' section of its fee schedule effective December 9, 2013, in
order to temporarily amend the way that the Exchange calculates rebates
for adding liquidity to the Exchange. Specifically, the Exchange is
proposing to exclude odd lot executions from the calculation of average
daily TCV, as defined below, as it relates to ``Equities Pricing''
until February 1, 2014.
The Exchange currently offers a tiered structure for determining
the rebates that Members receive for executions that add liquidity to
the Exchange. Under the tiered pricing structure, the Exchange provides
different rebates to Members based on a Member's ADAV or ADV \6\ as a
percentage of average daily TCV,\7\ as well as a possible additional
rebate where a Member's order sets or joins the NBBO and that Member
meets or exceeds a certain threshold of ADAV or ADV as a percentage of
average daily TCV. The Exchange notes that it is not proposing to
modify any of the existing rebates or the percentage thresholds at
which a Member may qualify for certain rebates. Rather, as mentioned
above, the Exchange is proposing to modify the ``Equities Pricing''
section of its fee schedule in order to temporarily exclude odd lot
executions from the calculation of average daily TCV.
---------------------------------------------------------------------------
\6\ As provided in the ``Equities Pricing'' section of the fee
schedule, ``ADAV'' means average daily added volume calculated as
the number of shares added and ``ADV'' means average daily volume
calculated as the number of shares added or removed, combined, per
day. ADAV and ADV are calculated on a monthly basis, excluding
shares added or removed on any day that trading is not available on
the Exchange for more than 60 minutes during regular trading hours
but continues on other markets during such time (``Exchange
Outage'') and on the last Friday in June (the ``Russell
Reconstitution Day''). Routed shares are not included in ADAV or ADV
calculation. With prior notice to the Exchange, a Member may
aggregate ADAV or ADV with other Members that control, are
controlled by, or are under common control with such Member (as
evidenced on such Member's Form BD).
\7\ As provided in the ``Equities Pricing'' section of the fee
schedule, ``TCV'' means total consolidated volume calculated as the
volume reported by all exchanges and trade reporting facilities to a
consolidated transaction reporting plan for the month for which the
fees apply, excluding any day that the Exchange experiences an
Exchange Outage and the Russell Reconstitution Day.
---------------------------------------------------------------------------
The Exchange is proposing to exclude odd lot executions from the
calculation of average daily TCV through January 31, 2014 because
recent amendments to the Consolidated Tape Association and NASDAQ UTP
Plans \8\ require that odd lots be reported to the consolidated tape.
Beginning on December 9, 2013, exchanges and trade reporting facilities
are required to report odd lot executions to the consolidated
transaction reporting plan and, as currently defined, odd lots would be
included in the calculation of TCV. As such, the Exchange is proposing
to amend the definition of TCV in order to exclude odd lots from the
calculation of TCV until January 31, 2014. When calculating ADAV or ADV
as a percentage of TCV, the Exchange has historically included odd lots
in the Member's ADV and ADAV, but excluded them from TCV since they
have not been included in the trades reported to consolidated
transaction reporting plans. Accordingly, the proposal intends to
exclude odd lots from TCV for the first two billing cycles in which odd
lots are reported to the consolidated transaction reporting plans in
order to create a period during which odd lot reporting behavior can be
observed without affecting the rebates for which a Member will qualify.
The Exchange believes that excluding such odd lots will help to
eliminate uncertainty faced by Members as to their monthly ADAV or ADV
as a percentage of average daily TCV because of the additional reported
volume and the rebates that this percentage will qualify for, providing
Members with an increased certainty as to their monthly cost for trades
executed on the Exchange. Further, excluding such odd lots through
January 31, 2014 will allow the Exchange to evaluate the impact that
odd lot orders would have on Member rebates.
---------------------------------------------------------------------------
\8\ Securities Exchange Act Release No. 70794 (October 31,
2013), 78 FR 66789 (November 6, 2013) (SR-CTA-2013-05); Securities
Exchange Act Release No. 70793 (October 31, 2013), 78 FR 66788
(November 6, 2013) (File No. S7-24-89).
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6 of the Act.\9\
Specifically, the Exchange believes that the proposed rule change is
consistent with Section 6(b)(4) of the Act,\10\ in that it provides for
the equitable allocation of reasonable dues, fees and other charges
among members and other persons using any facility or system which the
Exchange operates or controls. The Exchange notes that it operates in a
highly competitive market in which market participants can readily
direct order flow to competing venues if they deem fee structures at a
particular venue to be unreasonable and/or excessive.
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\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78f(b)(4).
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With respect to the proposed changes to the tiered pricing
structure for adding liquidity to the Exchange, the Exchange believes
that its proposal is reasonable because, as explained above, it will
help provide Members with a greater level of certainty as to their
level of rebates for
[[Page 78462]]
December and January. The Exchange also believes that its proposal is
reasonable because it is not changing the thresholds to become eligible
or the dollar value associated with the rebates and, moreover, by
continuing to exclude odd lots from the calculation of average daily
TCV, Members will be more likely to meet the minimum or higher tier
thresholds for December and January, which will provide additional
incentive to Members to increase their participation on the Exchange in
order to meet the next tier. In addition, the Exchange believes that
the proposed changes to fees are equitably allocated among Exchange
constituents as the methodology for calculating ADV and TCV will apply
equally to all Members.
Volume-based tiers such as the liquidity adding tiers maintained by
the Exchange have been widely adopted in the equities markets, and are
equitable and not unfairly discriminatory because they are open to all
members on an equal basis and provide rebates that are reasonably
related to the value to an exchange's market quality associated with
higher levels of market activity, such as higher levels of liquidity
provision and introduction of higher volumes of orders into the price
and volume discovery process. Accordingly, the Exchange believes that
the proposal is equitably allocated and not unfairly discriminatory
because it is consistent with the overall goals of enhancing market
quality.
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 not necessary or appropriate in
furtherance of the purposes of the Act. The proposed changes will help
the Exchange to continue to incentivize higher levels of liquidity at a
tighter spread while providing more stable and predictable costs to its
Members. As stated above, the Exchange notes that it operates in a
highly competitive market in which market participants can readily
direct order flow to competing venues if they deem fee structures to be
unreasonable or excessive.
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 foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \11\ and paragraph (f) of Rule 19b-4
thereunder.\12\ At any time within 60 days of the filing of the
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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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f).
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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-BATS-2013-063 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-BATS-2013-063. 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-BATS-2013-063 and should be
submitted on or before January 16, 2014.
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\13\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-30761 Filed 12-24-13; 8:45 am]
BILLING CODE 8011-01-P