Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to SPY Simple Orders Fees For Removing Liquidity, 14551-14553 [2014-05596]
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Federal Register / Vol. 79, No. 50 / Friday, March 14, 2014 / Notices
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. Specifically,
the Exchange believes that the proposed
Bylaws do not directly affect
competition between the Exchange and
others that provide the same goods and
services as the Exchange, since they do
not affect the availability or pricing of
such goods and services.
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
A. By order approve or disapprove the
proposed rule change, or
B. institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
sroberts on DSK5SPTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
CHX–2014–03 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–CHX–2014–03. 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
VerDate Mar<15>2010
19:18 Mar 13, 2014
Jkt 232001
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–CHX–
2014–03, and should be submitted on or
before April 4, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–05598 Filed 3–13–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71673; File No. SR–Phlx–
2014–15]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
SPY Simple Orders Fees For Removing
Liquidity
March 10, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
27, 2014, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III, below, which Items have been
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
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14551
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to modify the
Exchange’s Pricing Schedule to amend
Simple Order pricing in Section I,
entitled Rebates and Fees for Adding
and Removing Liquidity in SPY.3
While the changes proposed herein
are effective upon filing, the Exchange
has designated that the amendments be
operative on March 3, 2014.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxphlx.cchwallstreet.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 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 is proposing to amend
the Simple Order Fees for Removing
Liquidity in Section I applicable to
transactions overlying SPY. The
Exchange currently assesses Customers,
Specialists,4 Market Makers,5 Firms,6
3 Options overlying Standard and Poor’s
Depositary Receipts/SPDRs (‘‘SPY’’) are based on
the SPDR exchange-traded fund (‘‘ETF’’), which is
designed to track the performance of the S&P 500
Index.
4 A ‘‘Specialist’’ is an Exchange member who is
registered as an options specialist pursuant to Rule
1020(a).
5 A ‘‘Market Maker’’ includes Registered Options
Traders (Rule 1014(b)(i) and (ii)), which includes
Streaming Quote Traders (see Rule 1014(b)(ii)(A))
and Remote Streaming Quote Traders (see Rule
1014(b)(ii)(B)). Directed Participants are also market
makers.
6 The term ‘‘Firm’’ applies to any transaction that
is identified by a member or member organization
Continued
E:\FR\FM\14MRN1.SGM
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14552
Federal Register / Vol. 79, No. 50 / Friday, March 14, 2014 / Notices
Broker-Dealers 7 and Professionals 8 a
$0.47 per contract Fee for Removing
Liquidity in SPY Simple Orders. The
Exchange is proposing to increase Fees
for Removing Liquidity in SPY Simple
Orders from $0.47 to $0.49 per contract
for all market participants, except
Customers. The Exchange is increasing
these fees at this time because it
believes that the increase will allow the
Exchange to enhance its services and
remain competitive with other options
exchanges.
sroberts on DSK5SPTVN1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,9
in general, and with Section 6(b)(4) and
6(b)(5) of the Act,10 in particular, in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and issuers and
other persons using any facility or
system which the Exchange operates or
controls, and is not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
The Exchange’s proposal to increase
Fees for Removing Liquidity in SPY
Simple Orders from $0.47 to $0.49 per
contract for all market participants,
except for Customers, is reasonable
because the increase is consistent with
or less than [sic] rates assessed by other
options exchanges, such as Topaz
Exchange, LLC (‘‘Gemini’’), NYSE
ARCA, Inc. (‘‘NYSE Arca’’), BATS
Exchange, Inc. (‘‘BATS’’) and NASDAQ
Options Market LLC (‘‘NOM’’).11 The
for clearing in the Firm range at The Options
Clearing Corporation.
7 The term ‘‘Broker-Dealer’’ applies to any
transaction which is not subject to any of the other
transaction fees applicable within a particular
category.
8 The term ‘‘Professional’’ means any person or
entity that (i) is not a broker or dealer in securities,
and (ii) places more than 390 orders in listed
options per day on average during a calendar month
for its own beneficial account(s). See Rule
1000(b)(14).
9 15 U.S.C. 78f.
10 15 U.S.C. 78f(b)(4) and (5).
11 See Gemini’s Fee Schedule. Gemini assesses
taker fees for Priority Customer sof [sic] $0.45 per
contract and $0.48 per contract for all market
participants. See NYSE Arca fees Schedule. NYSE
Arca assesses all non-customer market participants
a take liquidity fee of $0.48 per contract. Customers
are assessed $0.45 per contract for removing
liquidity. Gemini permits its members to lower
certain of these fees provided they meet certain
criteria. See BATS BZX Exchange Fee Schedule.
BATS assesses a $0.48 charge per contract for a
Professional, Firm or Market Maker order that
removes liquidity and $0.47 per contract for a
Customer order that removes liquidity. BATS
permits its members to lower certain of these fees
provided they meet certain criteria. See NOM Rules
at Chapter XV, Section 2. Currently, NOM assesses
$0.45 per contract for a Customer to remove
liquidity and $0.49 per contract for all other market
participants, except NOM Market Makers who are
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19:18 Mar 13, 2014
Jkt 232001
Exchange believes that the SPY Simple
Order Fees for Removing Liquidity
remain competitive with other options
markets. The Exchange believes that this
proposal will bring additional revenue
to the Exchange to allow the Exchange
to enhance its services and remain
competitive with other options
exchanges.
The Exchange’s proposal to increase
Fees for Removing Liquidity in SPY
Simple Orders from $0.47 to $0.49 per
contract for all market participants,
except Customers, is equitable and not
unfairly discriminatory because all nonCustomer market participants will be
assessed a uniform fee to remove
liquidity in SPY Simple Orders of $0.49
per contract. The Exchange will
continue to assess Customers a SPY
Simple Order Fee for Removing
Liquidity of $0.47 per contract. The
Exchange assesses Customers lower or
no fees today 12 on Phlx because
Customer order flow is unique.
Customer liquidity benefits all market
participants by providing more trading
opportunities, which attract Specialists
and Market Makers. An increase in the
activity of these market participants in
turn facilitates tighter spreads, which
may cause an additional corresponding
increase in order flow from other market
participants. Other options exchanges
also assess Customers lower fees.13 For
these reasons, the Exchange believes
this proposal is equitable and not
unfairly discriminatory.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Phlx does not believe that the
proposed rule change will impose an
undue burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange believes that increasing the
SPY Simple Order Fees for Removing
Liquidity for all market participants,
except Customers, does not impose a
burden on competition, but rather that
the proposed rule change will continue
to promote competition on the Exchange
as the rates proposed above are
consistent with the current rates
assessed by competing options
exchanges.14
The Exchange does not believe that
assessing Customers a lower Fee for
assessed $0.48 per contract. NOM Participants are
provided the ability to reduce certain fees provided
they add requisite liquidity.
12 For example, on PHLX today the Customer fee
is $0.00 for all electronically-delivered multiplylisted options, except SPY, whereas as [sic] other
market participants are assessed fees ranging from
$0.22 to $0.60 per contract. See NASDAQ OMX
PHLX, LLC’s Pricing Schedule.
13 See note 11.
14 See note 11.
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Frm 00082
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Removing Liquidity when transacting
SPY Simple Orders, as compared to
other market participants, imposes an
undue burden on competition because
Customer liquidity benefits all market
participants by providing more trading
opportunities, which attracts Specialists
and Market Makers. An increase in the
activity of these market participants in
turn facilitates tighter spreads, which
may cause an additional corresponding
increase in order flow from other market
participants. All market participants are
eligible to qualify for a Customer Rebate.
The Exchange operates in a highly
competitive market, comprised of
twelve options exchanges, in which
market participants can easily and
readily direct order flow to competing
venues if they deem fee levels at a
particular venue to be excessive or
rebates to be inadequate. Accordingly,
the fees that are assessed and the rebates
paid by the Exchange, described in the
above proposal, are influenced by these
robust market forces and therefore must
remain competitive with fees charged
and rebates paid by other venues and
therefore must continue to be reasonable
and equitably allocated to those
members that opt to direct orders to the
Exchange rather than competing venues.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
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)(ii) of the Act.15 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. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
15 15
E:\FR\FM\14MRN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
14MRN1
Federal Register / Vol. 79, No. 50 / Friday, March 14, 2014 / Notices
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
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–
Phlx–2014–15 on the subject line.
[Release No. 34–71674; File No. SR–Phlx–
2014–13]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
Routing Fees
March 10, 2014.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
sroberts on DSK5SPTVN1PROD with NOTICES
All submissions should refer to File
Number SR–Phlx–2014–15. 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–Phlx–
2014–15, and should be submitted on or
before April 4, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–05596 Filed 3–13–14; 8:45 am]
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on March 4,
2014, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit 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 proposes to amend
Section V of the Pricing Schedule
entitled ‘‘Routing Fees.’’
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxphlx.cchwallstreet.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 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 purpose of this filing is to amend
the Routing Fees in Section V of the
Pricing Schedule in order to recoup
BILLING CODE 8011–01–P
1 15
16 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
19:18 Mar 13, 2014
2 17
Jkt 232001
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00083
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14553
costs incurred by the Exchange to route
orders to away markets.
Today, the Exchange assesses a NonCustomer a $0.95 per contract Routing
Fee to any options exchange. The
Customer 3 Routing Fee for option
orders routed to The NASDAQ Options
Exchange LLC (‘‘NOM’’) is a $0.05 per
contract Fixed Fee in addition to the
actual transaction fee assessed. The
Customer Routing Fee for option orders
routed to NASDAQ OMX BX, Inc. (‘‘BX
Options’’) is $0.00 per contract. The
Customer Routing Fee for option orders
routed to all other options exchanges 4
(excluding NOM and BX Options) is a
fixed fee of $0.20 per contract (‘‘Fixed
Fee’’) in addition to the actual
transaction fee assessed. If the away
market pays a rebate, the Routing Fee is
$0.00 per contract.
With respect to the fixed costs, the
Exchange incurs a fee when it utilizes
Nasdaq Options Services LLC (‘‘NOS’’),5
a member of the Exchange and the
Exchange’s exclusive order router. Each
time NOS routes an order to an away
market, NOS is charged a clearing fee 6
and, in the case of certain exchanges, a
transaction fee is also charged in certain
symbols, which fees are passed through
to the Exchange. The Exchange
currently recoups clearing and
transaction charges incurred by the
Exchange as well as certain other costs
incurred by the Exchange when routing
to away markets, such as administrative
and technical costs associated with
operating NOS, membership fees at
away markets, Options Regulatory Fees
(‘‘ORFs’’), staffing and technical costs
associated with routing options. The
Exchange assesses the actual away
market fee at the time that the order was
entered into the Exchange’s trading
system. This transaction fee is
calculated on an order-by-order basis
3 The term ‘‘Customer’’ applies to any transaction
that is identified by a member or member
organization for clearing in the Customer range at
The Options Clearing Corporation (‘‘OCC’’) which
is not for the account of broker or dealer or for the
account of a ‘‘Professional’’ (as that term is defined
in Rule 1000(b)(14)).
4 Including BATS Exchange, Inc. (‘‘BATS’’), BOX
Options Exchange LLC (‘‘BOX’’), the Chicago Board
Options Exchange, Incorporated (‘‘CBOE’’), C2
Options Exchange, Incorporated (‘‘C2’’),
International Securities Exchange, LLC (‘‘ISE’’), the
Miami International Securities Exchange, LLC
(‘‘MIAX’’), NYSE Arca, Inc. (‘‘NYSE Arca’’), NYSE
MKT LLC (‘‘NYSE Amex’’) and Topaz Exchange,
LLC (‘‘Gemini’’).
5 The Exchange filed a proposed rule change to
utilize Nasdaq Execution Services, LLC (‘‘NES’’) for
outbound order routing. See Securities Exchange
Act Release No. 71417 (January 28, 2014), 79 FR
6253 (February 3, 2014) (SR–Phlx–2014–04). This
filing has not yet been implemented. The Exchange
intends to implement this filing in mid-March 2014.
6 The Options Clearing Corporation (‘‘OCC’’)
assesses $0.01 per contract side.
E:\FR\FM\14MRN1.SGM
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Agencies
[Federal Register Volume 79, Number 50 (Friday, March 14, 2014)]
[Notices]
[Pages 14551-14553]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-05596]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71673; File No. SR-Phlx-2014-15]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
SPY Simple Orders Fees For Removing Liquidity
March 10, 2014.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on February 27, 2014, NASDAQ OMX PHLX LLC (``Phlx'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I, II,
and III, below, which Items have been prepared by the Exchange. The
Commission is publishing this notice to solicit 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 the
Substance of the Proposed Rule Change
The Exchange proposes to modify the Exchange's Pricing Schedule to
amend Simple Order pricing in Section I, entitled Rebates and Fees for
Adding and Removing Liquidity in SPY.\3\
---------------------------------------------------------------------------
\3\ Options overlying Standard and Poor's Depositary Receipts/
SPDRs (``SPY'') are based on the SPDR exchange-traded fund
(``ETF''), which is designed to track the performance of the S&P 500
Index.
---------------------------------------------------------------------------
While the changes proposed herein are effective upon filing, the
Exchange has designated that the amendments be operative on March 3,
2014.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.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 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 is proposing to amend the Simple Order Fees for
Removing Liquidity in Section I applicable to transactions overlying
SPY. The Exchange currently assesses Customers, Specialists,\4\ Market
Makers,\5\ Firms,\6\
[[Page 14552]]
Broker-Dealers \7\ and Professionals \8\ a $0.47 per contract Fee for
Removing Liquidity in SPY Simple Orders. The Exchange is proposing to
increase Fees for Removing Liquidity in SPY Simple Orders from $0.47 to
$0.49 per contract for all market participants, except Customers. The
Exchange is increasing these fees at this time because it believes that
the increase will allow the Exchange to enhance its services and remain
competitive with other options exchanges.
---------------------------------------------------------------------------
\4\ A ``Specialist'' is an Exchange member who is registered as
an options specialist pursuant to Rule 1020(a).
\5\ A ``Market Maker'' includes Registered Options Traders (Rule
1014(b)(i) and (ii)), which includes Streaming Quote Traders (see
Rule 1014(b)(ii)(A)) and Remote Streaming Quote Traders (see Rule
1014(b)(ii)(B)). Directed Participants are also market makers.
\6\ The term ``Firm'' applies to any transaction that is
identified by a member or member organization for clearing in the
Firm range at The Options Clearing Corporation.
\7\ The term ``Broker-Dealer'' applies to any transaction which
is not subject to any of the other transaction fees applicable
within a particular category.
\8\ The term ``Professional'' means any person or entity that
(i) is not a broker or dealer in securities, and (ii) places more
than 390 orders in listed options per day on average during a
calendar month for its own beneficial account(s). See Rule
1000(b)(14).
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\9\ in general, and with
Section 6(b)(4) and 6(b)(5) of the Act,\10\ in particular, in that it
provides for the equitable allocation of reasonable dues, fees and
other charges among members and issuers and other persons using any
facility or system which the Exchange operates or controls, and is not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Exchange's proposal to increase Fees for Removing Liquidity in
SPY Simple Orders from $0.47 to $0.49 per contract for all market
participants, except for Customers, is reasonable because the increase
is consistent with or less than [sic] rates assessed by other options
exchanges, such as Topaz Exchange, LLC (``Gemini''), NYSE ARCA, Inc.
(``NYSE Arca''), BATS Exchange, Inc. (``BATS'') and NASDAQ Options
Market LLC (``NOM'').\11\ The Exchange believes that the SPY Simple
Order Fees for Removing Liquidity remain competitive with other options
markets. The Exchange believes that this proposal will bring additional
revenue to the Exchange to allow the Exchange to enhance its services
and remain competitive with other options exchanges.
---------------------------------------------------------------------------
\11\ See Gemini's Fee Schedule. Gemini assesses taker fees for
Priority Customer sof [sic] $0.45 per contract and $0.48 per
contract for all market participants. See NYSE Arca fees Schedule.
NYSE Arca assesses all non-customer market participants a take
liquidity fee of $0.48 per contract. Customers are assessed $0.45
per contract for removing liquidity. Gemini permits its members to
lower certain of these fees provided they meet certain criteria. See
BATS BZX Exchange Fee Schedule. BATS assesses a $0.48 charge per
contract for a Professional, Firm or Market Maker order that removes
liquidity and $0.47 per contract for a Customer order that removes
liquidity. BATS permits its members to lower certain of these fees
provided they meet certain criteria. See NOM Rules at Chapter XV,
Section 2. Currently, NOM assesses $0.45 per contract for a Customer
to remove liquidity and $0.49 per contract for all other market
participants, except NOM Market Makers who are assessed $0.48 per
contract. NOM Participants are provided the ability to reduce
certain fees provided they add requisite liquidity.
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The Exchange's proposal to increase Fees for Removing Liquidity in
SPY Simple Orders from $0.47 to $0.49 per contract for all market
participants, except Customers, is equitable and not unfairly
discriminatory because all non-Customer market participants will be
assessed a uniform fee to remove liquidity in SPY Simple Orders of
$0.49 per contract. The Exchange will continue to assess Customers a
SPY Simple Order Fee for Removing Liquidity of $0.47 per contract. The
Exchange assesses Customers lower or no fees today \12\ on Phlx because
Customer order flow is unique. Customer liquidity benefits all market
participants by providing more trading opportunities, which attract
Specialists and Market Makers. An increase in the activity of these
market participants in turn facilitates tighter spreads, which may
cause an additional corresponding increase in order flow from other
market participants. Other options exchanges also assess Customers
lower fees.\13\ For these reasons, the Exchange believes this proposal
is equitable and not unfairly discriminatory.
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\12\ For example, on PHLX today the Customer fee is $0.00 for
all electronically-delivered multiply-listed options, except SPY,
whereas as [sic] other market participants are assessed fees ranging
from $0.22 to $0.60 per contract. See NASDAQ OMX PHLX, LLC's Pricing
Schedule.
\13\ See note 11.
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B. Self-Regulatory Organization's Statement on Burden on Competition
Phlx does not believe that the proposed rule change will impose an
undue burden on competition not necessary or appropriate in furtherance
of the purposes of the Act. The Exchange believes that increasing the
SPY Simple Order Fees for Removing Liquidity for all market
participants, except Customers, does not impose a burden on
competition, but rather that the proposed rule change will continue to
promote competition on the Exchange as the rates proposed above are
consistent with the current rates assessed by competing options
exchanges.\14\
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\14\ See note 11.
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The Exchange does not believe that assessing Customers a lower Fee
for Removing Liquidity when transacting SPY Simple Orders, as compared
to other market participants, imposes an undue burden on competition
because Customer liquidity benefits all market participants by
providing more trading opportunities, which attracts Specialists and
Market Makers. An increase in the activity of these market participants
in turn facilitates tighter spreads, which may cause an additional
corresponding increase in order flow from other market participants.
All market participants are eligible to qualify for a Customer Rebate.
The Exchange operates in a highly competitive market, comprised of
twelve options exchanges, in which market participants can easily and
readily direct order flow to competing venues if they deem fee levels
at a particular venue to be excessive or rebates to be inadequate.
Accordingly, the fees that are assessed and the rebates paid by the
Exchange, described in the above proposal, are influenced by these
robust market forces and therefore must remain competitive with fees
charged and rebates paid by other venues and therefore must continue to
be reasonable and equitably allocated to those members that opt to
direct orders to the Exchange rather than competing venues.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
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)(ii) of the Act.\15\ 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. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\15\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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.
[[Page 14553]]
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-Phlx-2014-15 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2014-15. 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-Phlx-2014-15, and should be
submitted on or before April 4, 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. 2014-05596 Filed 3-13-14; 8:45 am]
BILLING CODE 8011-01-P