Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Amex Options Fee Schedule for Firms To Increase the Transaction Fee for Certain Proprietary Electronic Executions of Standard Option Contracts That Fall Within the First of the Volume-Based Tiers for Certain Proprietary Electronic Executions of Standard Option Contracts, 2723-2725 [2014-00583]
Download as PDF
Federal Register / Vol. 79, No. 10 / Wednesday, January 15, 2014 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71262; File No. SR–FINRA–
2013–050]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Designation
of Longer Period for Commission
Action on Proposed Rule Change
Relating to Over-the-Counter Equity
Trade Reporting and OATS Reporting
January 9, 2014.
On November 12, 2013, the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposed rule change to amend the
FINRA rules governing the reporting of
(i) over-the-counter (‘‘OTC’’)
transactions in equity securities to the
FINRA Facilities; 3 and (ii) orders in
NMS stocks and OTC Equity Securities
to the Order Audit Trail System
(‘‘OATS’’). The Proposal was published
for comment in the Federal Register on
November 29, 2013.4 The Commission
received one comment letter on the
proposal.5
Section 19(b)(2) of the Act 6 provides
that within 45 days of the publication of
notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether these
proposed rule changes should be
disapproved. The 45th day for this filing
is January 13, 2014.
The Commission is extending the 45day time period for Commission action
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Specifically, the FINRA Facilities are the
Alternative Display Facility (‘‘ADF’’) and the Trade
Reporting Facilities (‘‘TRF’’), to which members
report OTC transactions in NMS stocks, as defined
in SEC Rule 600(b) of Regulation NMS; and the
OTC Reporting Facility (‘‘ORF’’), to which members
report transactions in ‘‘OTC Equity Securities,’’ as
defined in FINRA Rule 6420 (i.e., non-NMS stocks
such as OTC Bulletin Board and OTC Market
securities), as well as transactions in Restricted
Equity Securities, as defined in FINRA Rule 6420,
effected pursuant to Securities Act Rule 144A.
4 See Securities Exchange Act Release No. 70924
(November 22, 2013), 78 FR 71695 (‘‘Notice’’).
5 See Letter to Elizabeth M. Murphy, Secretary,
Commission, from Manisha Kimmel, Executive
Director, Financial Information Forum, dated
December 20, 2013 (‘‘FIF Letter’’).
6 15 U.S.C. 78s(b)(2).
wreier-aviles on DSK5TPTVN1PROD with NOTICES
2 17
VerDate Mar<15>2010
14:04 Jan 14, 2014
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on the proposed rule change. The
Commission finds that it is appropriate
to designate a longer period within
which to take action on the proposed
rule change so that it has sufficient time
to consider and take action on the
Exchange’s proposed rule change.
Accordingly, pursuant to Section
19(b)(2)(A)(ii)(I) of the Act 7 and for the
reasons stated above, the Commission
designates February 27, 2014, as the
date by which the Commission should
either approve or disapprove, or
institute proceedings to determine
whether to disapprove, the proposed
rule change (File No. SR–FINRA–2013–
050).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–00574 Filed 1–14–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71275; File No. SR–
NYSEMKT–2014–04]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE
Amex Options Fee Schedule for Firms
To Increase the Transaction Fee for
Certain Proprietary Electronic
Executions of Standard Option
Contracts That Fall Within the First of
the Volume-Based Tiers for Certain
Proprietary Electronic Executions of
Standard Option Contracts
2723
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to amend the
NYSE Amex Options Fee Schedule
(‘‘Fee Schedule’’) for Firms to increase
the transaction fee for certain
proprietary electronic executions of
standard option contracts that fall
within the first of the volume-based
tiers for certain proprietary electronic
executions of standard option contracts.
Firms that achieve subsequent volume
tiers will be charged a lower per
contract rate for all of their proprietary
electronic executions of standard option
contracts that month. The proposed
change will be operative on January 8,
2014.4 The text of the proposed rule
change is available on the Exchange’s
Web site at www.nyse.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
January 9, 2014.
1. Purpose
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on January
8, 2014, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, 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.
The Exchange proposes to amend the
Fee Schedule for Firms to increase the
transaction fee for certain proprietary
electronic executions of standard option
contracts that fall within the first of the
volume-based tiers for certain
proprietary electronic executions of
standard option contracts. Firms that
achieve subsequent volume tiers will be
charged a lower per contract rate for all
of their proprietary electronic
executions of standard option contracts
7 15
U.S.C. 78s(b)(2)(A)(ii)(I).
CFR 200.30–3(a)(31).
1 15 U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
8 17
PO 00000
Frm 00092
Fmt 4703
Sfmt 4703
4 The proposed filing replaces SR–NYSEMKT–
2013–108, which proposed the same fee changes
effective January 2, 2014 (the ‘‘January 2nd Fee
Changes’’), and which the Exchange shall
withdraw. Upon the withdrawal of SR–NYSEMKT–
2013–108, the January 2nd Fee Changes will be
rendered ineffective, absent the present filing,
which renews the Exchange’s proposal to amend its
fee schedule.
E:\FR\FM\15JAN1.SGM
15JAN1
2724
Federal Register / Vol. 79, No. 10 / Wednesday, January 15, 2014 / Notices
discriminatory because they will apply
to all Firms that execute proprietary
Tiers for firm proprietary
electronic equity and ETF orders on the
electronic transactions
Exchange at each tier on an equal and
non-discriminatory basis. The sole basis
for fee differentiation among the tiers
.21% to .32% of Total Inwill be participant volume on the
dustry Customer equity
and ETF option ADV ...
.20 Exchange.
Greater than .32% of
The Exchange believes that excluding
Total Industry Custhe volumes attributable to QCC
tomer equity and ETF
executions is reasonable, equitable, and
option ADV ..................
.17 not unfairly discriminatory. QCC
volumes are already counted toward a
In calculating the amount of Firm
separate rebate that the Exchange pays
electronic volume that is counted in the to Floor Brokers who transact QCC
volume tier necessary to achieve the
trades.12 If the Exchange were to count
lower per contract rate, the Exchange
QCC volumes toward Firm electronic
will continue to exclude qualified
volumes for discounted rates, the
contingent cross (‘‘QCC’’) volume
Exchange would have to raise fees for
because QCC volumes are already
all other participants. The Exchange
eligible for a separate rebate.
does not believe such a result would be
2. Statutory Basis
reasonable or equitable. Because all
Firms will be treated equally with
The Exchange believes that the
proposed rule change is consistent with respect to QCC volume, the proposal to
exclude this volume from the tiers is not
the provisions of Section 6(b) 8 of the
inequitable or unfairly discriminatory.
Act, in general, and Section 6(b)(4) and
The Exchange further notes that non(5) 9 of the Act, in particular, in that it
Firm market participants pay
is designed to provide for the equitable
substantially more for the ability to
allocation of reasonable dues, fees, and
trade on the Exchange, and as such, the
other charges among its members and
proposed amount of the increase for
other persons using its facilities and
Firms that contribute relatively lower
does not unfairly discriminate between
levels of volume is reasonable. For
customers, issuers, brokers, or dealers.
example, Market Makers have much
The Exchange believes that the
higher fixed monthly costs as compared
proposed fees are reasonable because
they are within the range of similar fees to Firms. A Market Maker seeking to
stream quotes in the entire universe of
on other exchanges.10 They also are
reasonable because they are designed to names traded on the Exchange must pay
$26,000 per month in Amex Trading
attract higher volumes of Firm
Permit (‘‘ATP’’) fees. In addition, a
proprietary electronic equity and ETF
Rate per contract
Market Maker acting as a Specialist, evolume to the Exchange, which will
(retroactive to the
Tiers for firm proprietary
Specialist, or Directed Order Market
benefit all participants by offering
first contract
electronic transactions
Maker incurs monthly Rights Fees that
traded during
greater price discovery, increased
the month)
range from $75 per option to $1,500 per
transparency, and an increased
option along with Premium Product
opportunity to trade on the Exchange.
Less than .21% of Total
Fees that can be as high as $7,000 per
Encouraging Firms to send higher
Industry Customer eqmonth. Firms pay only $1,000 per
volumes of orders to the Exchange will
uity and ETF option
month in ATP fees and for that low
ADV .............................
[$.25] $.32 contribute to the Exchange’s depth of
monthly cost are able to send orders in
book as well as to the top of book
all issues traded on the Exchange. Other
5 See PHLX Fee Schedule, available at https://
liquidity. As noted by the Exchange
www.nasdaqtrader.com/
participants have a much higher per
when it adopted volume-based tiers for
Micro.aspx?id=PHLXPricing
contract cost to trade on the Exchange,
certain proprietary electronic
6 See NOM Fee Schedule, available at https://
such as Non-NYSE Amex Options
executions, the proposed fee increase
www.nasdaqtrader.com/
Market Makers, who pay $.43 per
for lower volume Firms is reasonable
Micro.aspx?id=OptionsPricing
7 Total Industry Customer equity and ETF option
and equitable because it will reasonably contract to transact on the Exchange
ADV will be that which is reported for the month
electronically.
ensure that the Exchange will derive
by The Options Clearing Corporation (‘‘OCC’’) in
Firms also are free to change the
sufficient revenue to continue to fund
the month in which the discounted rate may apply.
manner in which they access the
the fee reductions at the higher volumes
For example, January 2014 Total Industry Customer
Exchange. Firms may apply to become
equity and ETF option ADV will be used in
for the benefit of all participants.11
determining what, if any, discount a Firm may be
Market Makers to transact on a
Moreover, the Exchange believes that
eligible for on its electronic Firm transactions based
proprietary basis as Market Makers. In
the proposed volume-based fees are
on the amount of electronic Firm volume it
light of the ability to access the
executes in January 2014 relative to Total Industry
equitable and not unfairly
Exchange in a variety of ways, each of
Customer equity and ETF option ADV. Total
Industry Customer equity and ETF option ADV
which is priced differently, Firms and
8 15 U.S.C. 78f(b).
comprises those equity and ETF contracts that clear
9 15 U.S.C. 78f(b)(4) and (5).
other participants may access the
in the customer account type at OCC and does not
wreier-aviles on DSK5TPTVN1PROD with NOTICES
that month. The proposed change will
be operative on January 8, 2014.
Specifically, the Exchange proposes to
increase the per contract transaction fee
for proprietary electronically executed
orders for Firms from $.25 to $.32 per
contract, for volumes that fall under the
first of the three volume tiers, for
volumes less than .21% of Total
Industry Customer equity and exchangetraded fund (‘‘ETF’’) option average
daily volume (‘‘ADV’’). The Exchange
notes that the proposed fee is within the
range of Firm fees presently assessed in
the industry, which range from $.20 per
contract for high volume (over 350,000
contracts per month) Firms in Multiply
Listed Symbols on NASDAQ OMX
PHLX (‘‘PHLX’’) 5 to $.89 per contract to
take liquidity on The NASDAQ Options
Market (‘‘NOM’’) for non-Penny Pilot
securities.6
At present and after the proposed
change, upon achieving a higher volume
tier, a Firm will automatically become
eligible for a lower per contract rate on
all of its electronic executions in that
month. The existing volume-based tiers
are based on a percentage of the Total
Industry Customer equity and ETF
option ADV.7 The existing tiers are as
follows and the only change will be the
rate per contract associated with the
first tier for volumes less than .21% of
Total Industry Customer equity and ETF
option ADV will have a rate of $.32 per
contract instead of $.25 per contract
which is indicated below with [brackets
for deletions] and italics for additions:
include contracts that clear in either the firm or
market maker account type at OCC or contracts
overlying a security other than an equity or ETF
security.
VerDate Mar<15>2010
14:04 Jan 14, 2014
Jkt 232001
Rate per contract
(retroactive to the
first contract
traded during
the month)
10 See
supra nn.5–6.
Securities Exchange Act Release No. 34–
69488 (May 1, 2013), 78 FR 88 [sic] (May 7, 2013)
(SR–NYSEMKT–2013–38).
11 See
PO 00000
Frm 00093
Fmt 4703
Sfmt 4703
12 See Securities Exchange Act Release No. 65472
(Oct. 3, 2011), 76 FR 62887 (Oct. 11, 2011) (SR–
NYSEAmex–2011–72).
E:\FR\FM\15JAN1.SGM
15JAN1
Federal Register / Vol. 79, No. 10 / Wednesday, January 15, 2014 / Notices
Exchange in a manner that makes the
most economic sense for them.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange believes that the proposed
change will encourage Firms to send
higher volumes of order flow to the
Exchange to qualify for the lower
transaction fees. The Exchange notes
that it operates in a highly competitive
market in which market participants can
readily favor competing venues if they
deem fee levels at a particular venue to
be excessive. In such an environment,
the Exchange must continually review,
and consider adjusting, its fees and
credits to remain competitive with other
exchanges. For the reasons described
above, the Exchange believes that the
proposed rule change reflects this
competitive environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
wreier-aviles on DSK5TPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 13 of the Act and
subparagraph (f)(2) of Rule 19b–4 14
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 15 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
U.S.C. 78s(b)(3)(A).
14 17 CFR 240.19b–4(f)(2).
15 15 U.S.C. 78s(b)(2)(B).
14:04 Jan 14, 2014
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–
NYSEMKT–2014–04 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–NYSEMKT–2014–04. 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 at 100 F Street NE.,
Washington, DC 20549–1090 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–
NYSEMKT–2014–04, and should be
submitted on or before February 5, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71269; File No. SR–
NYSEArca–2013–135]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change To List and Trade Shares
of db–X Ultra-Short Duration Fund and
db–X Managed Municipal Bond Fund
Under NYSE Arca Equities Rule 8.600
January 9, 2014.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on December
27, 2013, NYSE Arca, Inc. (‘‘Exchange’’
or ‘‘NYSE Arca’’) 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 proposes to
[sic] list and trade shares of the
following under NYSE Arca Equities
Rule 8.600 (‘‘Managed Fund Shares’’):
db–X Ultra-Short Duration Fund and
db–X Managed Municipal Bond Fund.
The text of the proposed rule change is
available on the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
[FR Doc. 2014–00583 Filed 1–14–14; 8:45 am]
1 15
BILLING CODE 8011–01–P
13 15
VerDate Mar<15>2010
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:
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
16 17
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PO 00000
CFR 200.30–3(a)(12).
Frm 00094
Fmt 4703
Sfmt 4703
2725
E:\FR\FM\15JAN1.SGM
15JAN1
Agencies
[Federal Register Volume 79, Number 10 (Wednesday, January 15, 2014)]
[Notices]
[Pages 2723-2725]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-00583]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71275; File No. SR-NYSEMKT-2014-04]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed Rule Change Amending the NYSE Amex
Options Fee Schedule for Firms To Increase the Transaction Fee for
Certain Proprietary Electronic Executions of Standard Option Contracts
That Fall Within the First of the Volume-Based Tiers for Certain
Proprietary Electronic Executions of Standard Option Contracts
January 9, 2014.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on January 8, 2014, NYSE MKT LLC (the ``Exchange'' or
``NYSE MKT'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, 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\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to amend the NYSE Amex Options Fee Schedule
(``Fee Schedule'') for Firms to increase the transaction fee for
certain proprietary electronic executions of standard option contracts
that fall within the first of the volume-based tiers for certain
proprietary electronic executions of standard option contracts. Firms
that achieve subsequent volume tiers will be charged a lower per
contract rate for all of their proprietary electronic executions of
standard option contracts that month. The proposed change will be
operative on January 8, 2014.\4\ The text of the proposed rule change
is available on the Exchange's Web site at www.nyse.com, at the
principal office of the Exchange, and at the Commission's Public
Reference Room.
---------------------------------------------------------------------------
\4\ The proposed filing replaces SR-NYSEMKT-2013-108, which
proposed the same fee changes effective January 2, 2014 (the
``January 2nd Fee Changes''), and which the Exchange shall withdraw.
Upon the withdrawal of SR-NYSEMKT-2013-108, the January 2nd Fee
Changes will be rendered ineffective, absent the present filing,
which renews the Exchange's proposal to amend its fee schedule.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule for Firms to
increase the transaction fee for certain proprietary electronic
executions of standard option contracts that fall within the first of
the volume-based tiers for certain proprietary electronic executions of
standard option contracts. Firms that achieve subsequent volume tiers
will be charged a lower per contract rate for all of their proprietary
electronic executions of standard option contracts
[[Page 2724]]
that month. The proposed change will be operative on January 8, 2014.
Specifically, the Exchange proposes to increase the per contract
transaction fee for proprietary electronically executed orders for
Firms from $.25 to $.32 per contract, for volumes that fall under the
first of the three volume tiers, for volumes less than .21% of Total
Industry Customer equity and exchange-traded fund (``ETF'') option
average daily volume (``ADV''). The Exchange notes that the proposed
fee is within the range of Firm fees presently assessed in the
industry, which range from $.20 per contract for high volume (over
350,000 contracts per month) Firms in Multiply Listed Symbols on NASDAQ
OMX PHLX (``PHLX'') \5\ to $.89 per contract to take liquidity on The
NASDAQ Options Market (``NOM'') for non-Penny Pilot securities.\6\
---------------------------------------------------------------------------
\5\ See PHLX Fee Schedule, available at https://www.nasdaqtrader.com/Micro.aspx?id=PHLXPricing
\6\ See NOM Fee Schedule, available at https://www.nasdaqtrader.com/Micro.aspx?id=OptionsPricing
---------------------------------------------------------------------------
At present and after the proposed change, upon achieving a higher
volume tier, a Firm will automatically become eligible for a lower per
contract rate on all of its electronic executions in that month. The
existing volume-based tiers are based on a percentage of the Total
Industry Customer equity and ETF option ADV.\7\ The existing tiers are
as follows and the only change will be the rate per contract associated
with the first tier for volumes less than .21% of Total Industry
Customer equity and ETF option ADV will have a rate of $.32 per
contract instead of $.25 per contract which is indicated below with
[brackets for deletions] and italics for additions:
---------------------------------------------------------------------------
\7\ Total Industry Customer equity and ETF option ADV will be
that which is reported for the month by The Options Clearing
Corporation (``OCC'') in the month in which the discounted rate may
apply. For example, January 2014 Total Industry Customer equity and
ETF option ADV will be used in determining what, if any, discount a
Firm may be eligible for on its electronic Firm transactions based
on the amount of electronic Firm volume it executes in January 2014
relative to Total Industry Customer equity and ETF option ADV. Total
Industry Customer equity and ETF option ADV comprises those equity
and ETF contracts that clear in the customer account type at OCC and
does not include contracts that clear in either the firm or market
maker account type at OCC or contracts overlying a security other
than an equity or ETF security.
------------------------------------------------------------------------
Rate per contract
(retroactive to
the first
Tiers for firm proprietary electronic transactions contract traded
during the
month)
------------------------------------------------------------------------
Less than .21% of Total Industry Customer equity and [$.25] $.32
ETF option ADV......................................
.21% to .32% of Total Industry Customer equity and .20
ETF option ADV......................................
Greater than .32% of Total Industry Customer equity .17
and ETF option ADV..................................
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In calculating the amount of Firm electronic volume that is counted
in the volume tier necessary to achieve the lower per contract rate,
the Exchange will continue to exclude qualified contingent cross
(``QCC'') volume because QCC volumes are already eligible for a
separate rebate.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6(b) \8\ of the Act, in general, and
Section 6(b)(4) and (5) \9\ of the Act, in particular, in that 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 and does not unfairly discriminate between customers,
issuers, brokers, or dealers.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the proposed fees are reasonable because
they are within the range of similar fees on other exchanges.\10\ They
also are reasonable because they are designed to attract higher volumes
of Firm proprietary electronic equity and ETF volume to the Exchange,
which will benefit all participants by offering greater price
discovery, increased transparency, and an increased opportunity to
trade on the Exchange. Encouraging Firms to send higher volumes of
orders to the Exchange will contribute to the Exchange's depth of book
as well as to the top of book liquidity. As noted by the Exchange when
it adopted volume-based tiers for certain proprietary electronic
executions, the proposed fee increase for lower volume Firms is
reasonable and equitable because it will reasonably ensure that the
Exchange will derive sufficient revenue to continue to fund the fee
reductions at the higher volumes for the benefit of all
participants.\11\ Moreover, the Exchange believes that the proposed
volume-based fees are equitable and not unfairly discriminatory because
they will apply to all Firms that execute proprietary electronic equity
and ETF orders on the Exchange at each tier on an equal and non-
discriminatory basis. The sole basis for fee differentiation among the
tiers will be participant volume on the Exchange.
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\10\ See supra nn.5-6.
\11\ See Securities Exchange Act Release No. 34-69488 (May 1,
2013), 78 FR 88 [sic] (May 7, 2013) (SR-NYSEMKT-2013-38).
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The Exchange believes that excluding the volumes attributable to
QCC executions is reasonable, equitable, and not unfairly
discriminatory. QCC volumes are already counted toward a separate
rebate that the Exchange pays to Floor Brokers who transact QCC
trades.\12\ If the Exchange were to count QCC volumes toward Firm
electronic volumes for discounted rates, the Exchange would have to
raise fees for all other participants. The Exchange does not believe
such a result would be reasonable or equitable. Because all Firms will
be treated equally with respect to QCC volume, the proposal to exclude
this volume from the tiers is not inequitable or unfairly
discriminatory.
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\12\ See Securities Exchange Act Release No. 65472 (Oct. 3,
2011), 76 FR 62887 (Oct. 11, 2011) (SR-NYSEAmex-2011-72).
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The Exchange further notes that non-Firm market participants pay
substantially more for the ability to trade on the Exchange, and as
such, the proposed amount of the increase for Firms that contribute
relatively lower levels of volume is reasonable. For example, Market
Makers have much higher fixed monthly costs as compared to Firms. A
Market Maker seeking to stream quotes in the entire universe of names
traded on the Exchange must pay $26,000 per month in Amex Trading
Permit (``ATP'') fees. In addition, a Market Maker acting as a
Specialist, e-Specialist, or Directed Order Market Maker incurs monthly
Rights Fees that range from $75 per option to $1,500 per option along
with Premium Product Fees that can be as high as $7,000 per month.
Firms pay only $1,000 per month in ATP fees and for that low monthly
cost are able to send orders in all issues traded on the Exchange.
Other participants have a much higher per contract cost to trade on the
Exchange, such as Non-NYSE Amex Options Market Makers, who pay $.43 per
contract to transact on the Exchange electronically.
Firms also are free to change the manner in which they access the
Exchange. Firms may apply to become Market Makers to transact on a
proprietary basis as Market Makers. In light of the ability to access
the Exchange in a variety of ways, each of which is priced differently,
Firms and other participants may access the
[[Page 2725]]
Exchange in a manner that makes the most economic sense for them.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The Exchange believes that
the proposed change will encourage Firms to send higher volumes of
order flow to the Exchange to qualify for the lower transaction fees.
The Exchange notes that it operates in a highly competitive market in
which market participants can readily favor competing venues if they
deem fee levels at a particular venue to be excessive. In such an
environment, the Exchange must continually review, and consider
adjusting, its fees and credits to remain competitive with other
exchanges. For the reasons described above, the Exchange believes that
the proposed rule change reflects this competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \13\ of the Act and subparagraph (f)(2) of Rule
19b-4 \14\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \15\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\15\ 15 U.S.C. 78s(b)(2)(B).
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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-NYSEMKT-2014-04 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-NYSEMKT-2014-04. 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 at 100 F Street NE.,
Washington, DC 20549-1090 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-
NYSEMKT-2014-04, and should be submitted on or before February 5, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-00583 Filed 1-14-14; 8:45 am]
BILLING CODE 8011-01-P