Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Equities Schedule of Fees and Charges for Exchange Services To Raise the Fee and Fee Cap for Market and Auction-Only Orders Executed in an Opening, Market Order or Trading Halt Auction; Modify the Fees Charges for Routing Orders To The New York Stock Exchange LLC; and Modify Certain Credits in the Basic Rate Pricing, 21308-21310 [2014-08415]
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21308
Federal Register / Vol. 79, No. 72 / Tuesday, April 15, 2014 / Notices
institution and settlement of
administrative proceedings; an
adjudicatory matter; and
other matters relating to enforcement
proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact the Office of the Secretary at
(202) 551–5400.
Dated: April 10, 2014.
Jill M. Peterson,
Assistant Secretary.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2014–08586 Filed 4–11–14; 11:15 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71912; File No. SR–
NYSEArca–2014–33]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Equities Schedule of Fees and
Charges for Exchange Services To
Raise the Fee and Fee Cap for Market
and Auction-Only Orders Executed in
an Opening, Market Order or Trading
Halt Auction; Modify the Fees Charges
for Routing Orders To The New York
Stock Exchange LLC; and Modify
Certain Credits in the Basic Rate
Pricing
April 9, 2014.
mstockstill on DSK4VPTVN1PROD with NOTICES
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 March
26, 2014, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) 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.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to amend the
NYSE Arca Equities Schedule of Fees
and Charges for Exchange Services
(‘‘Fee Schedule’’) to (i) raise the fee and
fee cap for Market and Auction-Only
1 15
U.S.C.78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
Orders executed in an Opening, Market
Order or Trading Halt Auction; (ii)
modify the fees that it charges for
routing orders to the New York Stock
Exchange LLC (‘‘NYSE’’); and (iii)
modify certain credits in the Basic Rate
pricing. The Exchange proposes to
implement the changes on April 1,
2014. 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.
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 to (i) raise the fee and fee
cap for Market and Auction-Only Orders
executed in an Opening, Market Order
or Trading Halt Auction; (ii) modify the
fees that it charges for routing orders to
the NYSE; and (iii) modify certain
credits in the Basic Rate pricing. The
Exchange proposes to implement the
changes on April 1, 2014.
The Exchange currently charges
$0.0005 per share for Market and
Auction-Only Orders executed in an
Opening, Market Order or Trading Halt
Auction. The Exchange proposes to
raise this fee from $0.0005 to $0.0010
per share. The Exchange also proposes
to raise the monthly fee cap for Market
and Auction-Only Orders executed in
an Opening, Market Order or Trading
Halt Auction. Currently, the fees are
capped at $15,000. The Exchange
proposes to raise the fee cap to $20,000.
These changes are consistent with
changes proposed by the NYSE to
become effective on April 1, 2014.4
The NYSE introduced modifications
to its transaction fee structures,
including changes to the rates for taking
2 15
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18:06 Apr 14, 2014
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liquidity, which became effective on
March 1, 2014.5 In addition, the NYSE
is proposing modifications to its at the
opening or at the opening only orders to
become effective on April 1, 2014.6 The
Exchange’s current fees for routing
orders in securities with a per share
price of $1.00 or more to the NYSE are
closely related to the NYSE’s fees for
taking liquidity in such securities, and
the Exchange is proposing an
adjustment to its routing fees to
maintain the existing relationship to the
new fees in place at the NYSE.
Currently, the NYSE charges a
transaction fee for certain transactions
in securities with a per share price of
$1.00 or more based on the
characteristics of the transaction.
Among other changes, the NYSE Fee
Filing proposed to increase the charge
for transactions that do not have a
specified per share charge based on
their characteristics (‘‘all other’’
transactions). The NYSE Fee Filing
increased the per share charge for all
other non-floor broker transactions (i.e.,
when taking liquidity from the
Exchange) from $0.0025 to $0.0026 per
transaction.
Currently, for the Exchange’s Tier 1,
Tier 2, Tier 3, Step Up Tier 1, and Step
Up Tier 2 customers, the fee for routing
orders in Tape A securities to the NYSE
outside the book is equal to the previous
NYSE fee of $0.0025 per share for all
other non-floor broker transactions in
securities with a per share price of $1.00
or more, and the fee for routing such
orders to the NYSE for non-tier (i.e.,
Basic Rate) customers is $0.0027 per
share.7 Consequently, the Exchange is
proposing to increase each of those fees
by $0.0001 to $0.0026 per share and
$0.0028 per share, respectively,
consistent with the $0.0001 increase in
the NYSE fee for all other non-floor
broker transactions.
In addition, the Exchange currently
charges $0.0023 per share for Primary
Sweep Orders 8 in Tape A securities that
5 See Securities Exchange Act Release No. 71684
(March 11, 2014), 78 FR 14758 (March 17, 2014)
(SR–NYSE–2014–09) (the ‘‘NYSE Fee Filing’’).
6 See supra note 4.
7 The other tiers in the Fee Schedule do not
specify a fee for routing orders in Tape A securities
to the NYSE outside the book. However, such tiers
provide that if a fee (or credit) is not included in
the tier, the relevant tiered or Basic Rate applies
based on a firm’s qualifying levels. Accordingly, for
orders in Tape A securities routed to the NYSE
outside the book, ETP Holders and Market Makers
that qualify for another tier would default to the
Tier 1, Tier 2, Tier 3, Step Up Tier 1, Step Up Tier
2 or Basic Rate that applied to them based on their
qualifying levels.
8 A Primary Sweep Order is a Primary Only
(‘‘PO’’) Order (i.e., a market or limit order that is
to be routed to the primary market) that first sweeps
the NYSE Arca book. See NYSE Arca Equities Rules
7.31(x) and (kk).
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mstockstill on DSK4VPTVN1PROD with NOTICES
are routed outside the book to the NYSE
that remove liquidity from the NYSE.9
In order to maintain the existing
relationship to the other Exchange
routing fees that are being adjusted
upward, the Exchange is also proposing
to increase this fee by $0.0001, to
$0.0024 per share.
For Primary Only Plus (‘‘PO+’’)
orders,10 the current Exchange fee for
orders routed to the NYSE that remove
liquidity from the NYSE is $0.0025 per
share, which is equal to the current
NYSE fee for all other non-floor broker
transactions in securities with a per
share price of $1.00 or more.11
Consequently, the Exchange is
proposing to increase its fees for routing
PO+ orders to the NYSE that remove
liquidity by the same amount ($0.0001)
as the increase in the corresponding
NYSE fees. The proposed new fee for
PO+ orders routed to the NYSE that
remove liquidity is $0.0026 per share.
This change would maintain the current
relationship with the NYSE rates.
Consistent with the fee change
proposed by the NYSE,12 the Exchange
proposes to amend the Fee Schedule to
increase the Tier 1, Tier 2, Tier 3, and
Basic Rate fee for PO and PO+ Orders
in Tape A securities that are routed to
the NYSE that execute in the opening or
closing auction, from $0.00095 to
$0.0010 per share.
Under the current Basic Rate pricing,
the credit for adding liquidity in Tape
A and Tape C securities is set at $0.0021
per share, and the credit for adding
liquidity in Tape B securities is set at
$0.0022 per share. The Exchange
proposes to lower the credit for adding
liquidity in Tape A, Tape B, and Tape
C securities to $0.0020 per share.
The proposed changes are not
otherwise intended to address any other
issues, and the Exchange is not aware of
9 This charge is included in the provisions for
Tier 1, Tier 2, and the Basic Rate. The other tiers
in the Fee Schedule do not specify a fee for Primary
Sweep Orders in Tape A securities that are routed
outside the book to the NYSE that remove liquidity
from the NYSE. Accordingly, for such orders ETP
Holders and Market Makers that qualify for another
tier would default to the Tier 1, Tier 2 or Basic Rate
that applied to them based on their qualifying
levels. See supra note 7.
10 A PO+ Order is a PO Order that is entered for
participation in the primary market, other than for
participation in the primary market opening or
primary market re-opening. See NYSE Arca Equities
Rule 7.31(x)(3).
11 This charge is included in the provisions for
Tier 1, Tier 2, and the Basic Rate. The other tiers
in the Fee Schedule do not specify a fee for PO+
orders routed outside the book to the NYSE that
remove liquidity. Accordingly, for such orders ETP
Holders and Market Makers that qualify for another
tier would default to the Tier 1, Tier 2 or Basic Rate
that applied to them based on their qualifying
levels. See supra note 7.
12 See supra note 4.
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18:06 Apr 14, 2014
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21309
The Exchange believes that the
proposed changes to the Basic Rate
pricing credits for providing liquidity in
Tape A, Tape B, and Tape C securities
2. Statutory Basis
are reasonable because the credits are
consistent with the credits offered by at
The Exchange believes that the
proposed rule change is consistent with least two other exchanges.16 In addition,
Section 6(b) of the Act,13 in general, and the proposed credits are equitable and
not unfairly discriminatory because they
furthers the objectives of Sections
6(b)(4) and (5) of the Act,14 in particular, apply uniformly to all similarly situated
ETP Holders.
because it provides for the equitable
allocation of reasonable dues, fees, and
Finally, the Exchange believes that it
other charges among its members,
is subject to significant competitive
issuers and other persons using its
forces, as described below in the
facilities and does not unfairly
Exchange’s statement regarding the
discriminate between customers,
burden on competition. For these
issuers, brokers or dealers.
reasons, the Exchange believes that the
The Exchange believes that the
proposal is consistent with the Act.
proposed fee and fee cap increases for
B. Self-Regulatory Organization’s
Market and Auction-Only Orders
Statement on Burden on Competition
executed in an Opening, Market Order
or Trading Halt Auction are reasonable
In accordance with Section 6(b)(8) of
because they are the same as the fees
the Act,17 the Exchange does not believe
and fee caps imposed by at least one
that the proposed rule change will
other exchange and proposed by the
impose any burden on competition that
Exchange’s affiliate, the NYSE.15 In
is not necessary or appropriate in
addition, the proposed fee changes are
furtherance of the purposes of the Act.
equitable and not unfairly
In particular, the proposed routing fee
discriminatory because they apply
changes would not place a burden on
uniformly to all similarly situated ETP
competition because the Exchange is
Holders.
seeking to align its fees with the fees
The Exchange believes that the
charged by the NYSE.18 In addition, the
proposed changes to routing fees are
proposed changes to the Exchange’s fee
reasonable because the Exchange’s fees
and fee cap for Market and Auctionfor routing orders to the NYSE are
Only Orders executed in an Opening,
closely related to the NYSE’s fees for its Market Order or Trading Halt Auction
members for taking liquidity, and the
and Basic Rate pricing credits are
fee increases are consistent with the
consistent with the fees and credits
changes in effect and proposed by the
imposed by other exchanges.19
NYSE to increase its fees for taking
The Exchange notes that it operates in
liquidity. The proposed changes will
a highly competitive market in which
result in maintaining the existing
market participants can readily favor
relationship between the two sets of
competing venues. In such an
fees. In addition, the Exchange believes
environment, the Exchange must
that the proposed rule change is
continually review, and consider
reasonable, equitable, and not unfairly
adjusting, its fees and credits to remain
discriminatory because it would result
competitive with other exchanges. For
in an increase in the per share fee for
orders, Primary Sweep Orders, and PO+ the reasons described above, the
Exchange believes that the proposed
Orders routed to the NYSE, thereby
rule change promotes a competitive
aligning the rate that the Exchange
environment.
charges to ETP Holders with the rate
any problems that ETP Holders would
have in complying with the proposed
changes.
that the Exchange is charged by the
NYSE. Accordingly, the Exchange is
proposing this increase so that the rate
it charges to ETP Holders reflects the
rate that the Exchange is charged by the
NYSE. In addition, the proposed
changes are equitable and not unfairly
discriminatory because the fee increases
apply uniformly across pricing tiers and
all similarly situated ETP Holders
would be subject to the same fee
structure.
13 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
15 See NASDAQ Rule 7018 and supra note 4.
14 15
PO 00000
Frm 00107
Fmt 4703
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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.
16 See NASDAQ Rule 7018 and EDGX Exchange,
Inc. Fee Schedule available at www.directedge.com/
Portals/0/01Trading/EDGX%20Fee%20Schedule/
2014/EDGX%20Fee%20Schedule%20%2003.05.14.pdf.
17 15 U.S.C. 78f(b)(8).
18 See supra notes 4–5.
19 See supra notes 15–16.
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Federal Register / Vol. 79, No. 72 / Tuesday, April 15, 2014 / 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) 20 of the Act and
subparagraph (f)(2) of Rule 19b–4 21
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) 22 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
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:
mstockstill on DSK4VPTVN1PROD 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–
NYSEArca–2014–33 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–NYSEArca–2014–33. 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
20 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
22 15 U.S.C. 78s(b)(2)(B).
21 17
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18:06 Apr 14, 2014
Jkt 232001
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 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
NYSE. 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–NYSEArca–2014–33, and
should be submitted on or before May
6, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Kevin M. O’Neill,
Secretary.
[FR Doc. 2014–08415 Filed 4–14–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71918; File No. SR–EDGX–
2014–09]
Self-Regulatory Organizations; EDGX
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Amendments
to the EDGX Exchange, Inc. Fee
Schedule
April 9, 2014.
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 April 1,
2014, EDGX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGX’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
fees and rebates applicable to Members 3
23 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer, or any person associated
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
of the Exchange pursuant to EDGX Rule
15.1(a) and (c) (‘‘Fee Schedule’’) to: (i)
Increase the rebate for orders yielding
Flag BY, which routes to the BATS–Y
Exchange, Inc. (‘‘BYX’’) and removes
liquidity using routing strategies ROUC,
ROUE, or ROBY; 4 (ii) increase the fee
for orders yielding Flag RY, which route
to BYX and adds liquidity; (iii) increase
the fee for orders yielding Flag O, which
routes to the listing exchanges opening
cross; and (iv) amend Footnote 5 to
increase the fee cap for orders yielding
Flag O from $10,000 to $20,000 per
month per Member. The text of the
proposed rule change is available on the
Exchange’s Internet Web site at
www.directedge.com, at the Exchange’s
principal office, and at the Public
Reference Room of the Commission.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend its
Fee Schedule to: (i) Increase the rebate
for orders yielding Flag BY, which
routes to BYX and removes liquidity
using routing strategies ROUC, ROUE,
or ROBY; (ii) increase the fee for orders
yielding Flag RY, which route to BYX
and adds liquidity; (iii) increase the fee
for orders yielding Flag O, which routes
to the listing exchanges opening cross;
and (iv) amend Footnote 5 to increase
the fee cap for orders yielding Flag O
from $10,000 to $20,000 per month per
Member.
Flag BY
In securities priced at or above $1.00,
the Exchange currently provides a
rebate of $0.0001 per share for Members’
with a registered broker or dealer, that has been
admitted to membership in the Exchange. A
Member will have the status of a ‘‘member’’ of the
Exchange as that term is defined in Section 3(a)(3)
of the Act.’’ See Exchange Rule 1.5(n).
4 The ROUC, ROUE, or ROBY routing strategies
are set forth in Exchange Rule 11.9(b)(2).
E:\FR\FM\15APN1.SGM
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Agencies
[Federal Register Volume 79, Number 72 (Tuesday, April 15, 2014)]
[Notices]
[Pages 21308-21310]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-08415]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71912; File No. SR-NYSEArca-2014-33]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Equities Schedule of Fees and Charges for Exchange Services To
Raise the Fee and Fee Cap for Market and Auction-Only Orders Executed
in an Opening, Market Order or Trading Halt Auction; Modify the Fees
Charges for Routing Orders To The New York Stock Exchange LLC; and
Modify Certain Credits in the Basic Rate Pricing
April 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 March 26, 2014, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') 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 Arca Equities Schedule of
Fees and Charges for Exchange Services (``Fee Schedule'') to (i) raise
the fee and fee cap for Market and Auction-Only Orders executed in an
Opening, Market Order or Trading Halt Auction; (ii) modify the fees
that it charges for routing orders to the New York Stock Exchange LLC
(``NYSE''); and (iii) modify certain credits in the Basic Rate pricing.
The Exchange proposes to implement the changes on April 1, 2014. 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
1. Purpose
The Exchange proposes to amend the Fee Schedule to (i) raise the
fee and fee cap for Market and Auction-Only Orders executed in an
Opening, Market Order or Trading Halt Auction; (ii) modify the fees
that it charges for routing orders to the NYSE; and (iii) modify
certain credits in the Basic Rate pricing. The Exchange proposes to
implement the changes on April 1, 2014.
The Exchange currently charges $0.0005 per share for Market and
Auction-Only Orders executed in an Opening, Market Order or Trading
Halt Auction. The Exchange proposes to raise this fee from $0.0005 to
$0.0010 per share. The Exchange also proposes to raise the monthly fee
cap for Market and Auction-Only Orders executed in an Opening, Market
Order or Trading Halt Auction. Currently, the fees are capped at
$15,000. The Exchange proposes to raise the fee cap to $20,000. These
changes are consistent with changes proposed by the NYSE to become
effective on April 1, 2014.\4\
---------------------------------------------------------------------------
\4\ See SR-NYSE-2014-18.
---------------------------------------------------------------------------
The NYSE introduced modifications to its transaction fee
structures, including changes to the rates for taking liquidity, which
became effective on March 1, 2014.\5\ In addition, the NYSE is
proposing modifications to its at the opening or at the opening only
orders to become effective on April 1, 2014.\6\ The Exchange's current
fees for routing orders in securities with a per share price of $1.00
or more to the NYSE are closely related to the NYSE's fees for taking
liquidity in such securities, and the Exchange is proposing an
adjustment to its routing fees to maintain the existing relationship to
the new fees in place at the NYSE.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 71684 (March 11,
2014), 78 FR 14758 (March 17, 2014) (SR-NYSE-2014-09) (the ``NYSE
Fee Filing'').
\6\ See supra note 4.
---------------------------------------------------------------------------
Currently, the NYSE charges a transaction fee for certain
transactions in securities with a per share price of $1.00 or more
based on the characteristics of the transaction. Among other changes,
the NYSE Fee Filing proposed to increase the charge for transactions
that do not have a specified per share charge based on their
characteristics (``all other'' transactions). The NYSE Fee Filing
increased the per share charge for all other non-floor broker
transactions (i.e., when taking liquidity from the Exchange) from
$0.0025 to $0.0026 per transaction.
Currently, for the Exchange's Tier 1, Tier 2, Tier 3, Step Up Tier
1, and Step Up Tier 2 customers, the fee for routing orders in Tape A
securities to the NYSE outside the book is equal to the previous NYSE
fee of $0.0025 per share for all other non-floor broker transactions in
securities with a per share price of $1.00 or more, and the fee for
routing such orders to the NYSE for non-tier (i.e., Basic Rate)
customers is $0.0027 per share.\7\ Consequently, the Exchange is
proposing to increase each of those fees by $0.0001 to $0.0026 per
share and $0.0028 per share, respectively, consistent with the $0.0001
increase in the NYSE fee for all other non-floor broker transactions.
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\7\ The other tiers in the Fee Schedule do not specify a fee for
routing orders in Tape A securities to the NYSE outside the book.
However, such tiers provide that if a fee (or credit) is not
included in the tier, the relevant tiered or Basic Rate applies
based on a firm's qualifying levels. Accordingly, for orders in Tape
A securities routed to the NYSE outside the book, ETP Holders and
Market Makers that qualify for another tier would default to the
Tier 1, Tier 2, Tier 3, Step Up Tier 1, Step Up Tier 2 or Basic Rate
that applied to them based on their qualifying levels.
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In addition, the Exchange currently charges $0.0023 per share for
Primary Sweep Orders \8\ in Tape A securities that
[[Page 21309]]
are routed outside the book to the NYSE that remove liquidity from the
NYSE.\9\ In order to maintain the existing relationship to the other
Exchange routing fees that are being adjusted upward, the Exchange is
also proposing to increase this fee by $0.0001, to $0.0024 per share.
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\8\ A Primary Sweep Order is a Primary Only (``PO'') Order
(i.e., a market or limit order that is to be routed to the primary
market) that first sweeps the NYSE Arca book. See NYSE Arca Equities
Rules 7.31(x) and (kk).
\9\ This charge is included in the provisions for Tier 1, Tier
2, and the Basic Rate. The other tiers in the Fee Schedule do not
specify a fee for Primary Sweep Orders in Tape A securities that are
routed outside the book to the NYSE that remove liquidity from the
NYSE. Accordingly, for such orders ETP Holders and Market Makers
that qualify for another tier would default to the Tier 1, Tier 2 or
Basic Rate that applied to them based on their qualifying levels.
See supra note 7.
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For Primary Only Plus (``PO+'') orders,\10\ the current Exchange
fee for orders routed to the NYSE that remove liquidity from the NYSE
is $0.0025 per share, which is equal to the current NYSE fee for all
other non-floor broker transactions in securities with a per share
price of $1.00 or more.\11\ Consequently, the Exchange is proposing to
increase its fees for routing PO+ orders to the NYSE that remove
liquidity by the same amount ($0.0001) as the increase in the
corresponding NYSE fees. The proposed new fee for PO+ orders routed to
the NYSE that remove liquidity is $0.0026 per share. This change would
maintain the current relationship with the NYSE rates.
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\10\ A PO+ Order is a PO Order that is entered for participation
in the primary market, other than for participation in the primary
market opening or primary market re-opening. See NYSE Arca Equities
Rule 7.31(x)(3).
\11\ This charge is included in the provisions for Tier 1, Tier
2, and the Basic Rate. The other tiers in the Fee Schedule do not
specify a fee for PO+ orders routed outside the book to the NYSE
that remove liquidity. Accordingly, for such orders ETP Holders and
Market Makers that qualify for another tier would default to the
Tier 1, Tier 2 or Basic Rate that applied to them based on their
qualifying levels. See supra note 7.
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Consistent with the fee change proposed by the NYSE,\12\ the
Exchange proposes to amend the Fee Schedule to increase the Tier 1,
Tier 2, Tier 3, and Basic Rate fee for PO and PO+ Orders in Tape A
securities that are routed to the NYSE that execute in the opening or
closing auction, from $0.00095 to $0.0010 per share.
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\12\ See supra note 4.
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Under the current Basic Rate pricing, the credit for adding
liquidity in Tape A and Tape C securities is set at $0.0021 per share,
and the credit for adding liquidity in Tape B securities is set at
$0.0022 per share. The Exchange proposes to lower the credit for adding
liquidity in Tape A, Tape B, and Tape C securities to $0.0020 per
share.
The proposed changes are not otherwise intended to address any
other issues, and the Exchange is not aware of any problems that ETP
Holders would have in complying with the proposed changes.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\13\ in general, and furthers the
objectives of Sections 6(b)(4) and (5) of the Act,\14\ in particular,
because it provides for the equitable allocation of reasonable dues,
fees, and other charges among its members, issuers and other persons
using its facilities and does not unfairly discriminate between
customers, issuers, brokers or dealers.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the proposed fee and fee cap increases
for Market and Auction-Only Orders executed in an Opening, Market Order
or Trading Halt Auction are reasonable because they are the same as the
fees and fee caps imposed by at least one other exchange and proposed
by the Exchange's affiliate, the NYSE.\15\ In addition, the proposed
fee changes are equitable and not unfairly discriminatory because they
apply uniformly to all similarly situated ETP Holders.
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\15\ See NASDAQ Rule 7018 and supra note 4.
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The Exchange believes that the proposed changes to routing fees are
reasonable because the Exchange's fees for routing orders to the NYSE
are closely related to the NYSE's fees for its members for taking
liquidity, and the fee increases are consistent with the changes in
effect and proposed by the NYSE to increase its fees for taking
liquidity. The proposed changes will result in maintaining the existing
relationship between the two sets of fees. In addition, the Exchange
believes that the proposed rule change is reasonable, equitable, and
not unfairly discriminatory because it would result in an increase in
the per share fee for orders, Primary Sweep Orders, and PO+ Orders
routed to the NYSE, thereby aligning the rate that the Exchange charges
to ETP Holders with the rate that the Exchange is charged by the NYSE.
Accordingly, the Exchange is proposing this increase so that the rate
it charges to ETP Holders reflects the rate that the Exchange is
charged by the NYSE. In addition, the proposed changes are equitable
and not unfairly discriminatory because the fee increases apply
uniformly across pricing tiers and all similarly situated ETP Holders
would be subject to the same fee structure.
The Exchange believes that the proposed changes to the Basic Rate
pricing credits for providing liquidity in Tape A, Tape B, and Tape C
securities are reasonable because the credits are consistent with the
credits offered by at least two other exchanges.\16\ In addition, the
proposed credits are equitable and not unfairly discriminatory because
they apply uniformly to all similarly situated ETP Holders.
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\16\ See NASDAQ Rule 7018 and EDGX Exchange, Inc. Fee Schedule
available at www.directedge.com/Portals/0/01Trading/EDGX%20Fee%20Schedule/2014/EDGX%20Fee%20Schedule%20-%2003.05.14.pdf.
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Finally, the Exchange believes that it is subject to significant
competitive forces, as described below in the Exchange's statement
regarding the burden on competition. For these reasons, the Exchange
believes that the proposal is consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\17\ 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. In particular, the proposed routing fee
changes would not place a burden on competition because the Exchange is
seeking to align its fees with the fees charged by the NYSE.\18\ In
addition, the proposed changes to the Exchange's fee and fee cap for
Market and Auction-Only Orders executed in an Opening, Market Order or
Trading Halt Auction and Basic Rate pricing credits are consistent with
the fees and credits imposed by other exchanges.\19\
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\17\ 15 U.S.C. 78f(b)(8).
\18\ See supra notes 4-5.
\19\ See supra notes 15-16.
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The Exchange notes that it operates in a highly competitive market
in which market participants can readily favor competing venues. 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 promotes a 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.
[[Page 21310]]
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) \20\ of the Act and subparagraph (f)(2) of Rule
19b-4 \21\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\20\ 15 U.S.C. 78s(b)(3)(A).
\21\ 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) \22\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\22\ 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-NYSEArca-2014-33 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-NYSEArca-2014-33. 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 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 NYSE. 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-NYSEArca-2014-33, and should be submitted on or before May 6, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\23\
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\23\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Secretary.
[FR Doc. 2014-08415 Filed 4-14-14; 8:45 am]
BILLING CODE 8011-01-P