Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Related to Fees for Use of BATS Exchange, Inc., 33630-33632 [2014-13563]
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33630
Federal Register / Vol. 79, No. 112 / Wednesday, June 11, 2014 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72333; File No. SR–BATS–
2014–019]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Related to Fees for Use
of BATS Exchange, Inc.
June 5, 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 May 28,
2014, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the Exchange. The Exchange has
designated the proposed rule change as
one establishing or changing a member
due, fee, or other charge imposed by the
Exchange under Section 19(b)(3)(A)(ii)
of the Act 3 and Rule 19b–4(f)(2)
thereunder,4 which renders the
proposed rule change effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend the fee schedule applicable to
Members 5 and non-members of the
Exchange pursuant to BATS Rules
15.1(a) and (c). Changes to the fee
schedule pursuant to this proposal are
effective upon filing.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
ehiers on DSK2VPTVN1PROD with NOTICES
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
5 A Member is defined as ‘‘any registered broker
or dealer that has been admitted to membership in
the Exchange.’’ See Exchange Rule 1.5(n).
2 17
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15:19 Jun 10, 2014
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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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On April 17, 2014, the Exchange filed
a proposal to adopt rules to create a
Lead Market Maker Program (the
‘‘Program’’) on an immediately effective
basis.6 The Exchange plans to
implement the Program on June 2, 2014.
The Program is designed to strengthen
market quality for BATS-listed ETPs 7
by offering enhanced rebates to market
makers registered with the Exchange
(‘‘Market Makers’’) 8 that are also
registered as a lead market maker
(‘‘LMM’’) in an LMM Security 9 and
meet certain minimum quoting
standards (‘‘Minimum Performance
Standards’’).10 The purpose of this filing
is to adopt such enhanced rebates and
to make corresponding clarifying
changes to the fee schedule.
Effective June 2, 2014, the Exchange
proposes to modify its fee schedule
applicable to use of the Exchange in
order to provide pricing for orders that
add displayed liquidity in LMM
Securities entered by LMMs that meet
the Minimum Performance Standards (a
‘‘Qualified LMM’’). The Exchange is
proposing to implement a tiered rebate
structure that is based on the
consolidated average daily volume
(‘‘CADV’’) of the LMM Security.11
Specifically, the Exchange is proposing
that, unless an LMM otherwise qualifies
for a higher rebate, a Qualified LMM
shall receive the following rebates for
each share of added displayed liquidity:
Where the CADV is 10,000 or less,
$0.0070; where the CADV is between
10,001 and 40,000, $0.0050; where the
6 See Securities Exchange Act Release No. 72020
(April 25, 2014) 79 FR 24807 (May 1, 2014) (SR–
BATS–2014–015).
7 As defined in Rule 11.8(e)(1)(A), ETP means any
security listed pursuant to Exchange Rule 14.11.
8 See BATS Rule 11.5.
9 As defined in Rule 11.8(e)(1)(C), LMM Security
means an ETP that has an LMM.
10 As defined in Rule 11.8(e)(1)(D), Minimum
Performance Standards means a set of standards
applicable to an LMM that may be determined from
time to time by the Exchange.
11 As defined in the proposed fee schedule,
‘‘CADV’’ means consolidated average daily volume
calculated as the average daily volume reported for
a security by all exchanges and trade reporting
facilities to a consolidated transaction reporting
plan for the three calendar months preceding the
month for which the fees apply.
PO 00000
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CADV is between 40,001 and 80,000,
$0.0045; where the CADV is between
80,001 and 150,000, $0.0040; and where
the CADV is greater than 150,000,
$0.0035. While not possible under the
current pricing structure, in the event
that a Qualified LMM is ever eligible to
receive a higher per share rebate under
non-LMM pricing, the Qualified LMM
will receive such higher non-LMM
rebate. As proposed, LMM rebates are
not eligible for additional rebates like
the NBBO Setter or NBBO Joiner rebates
currently offered by the Exchange.
Under the proposal, CADV is
calculated based on the three calendar
months preceding the month for which
the fees apply, meaning that when
calculating the rebates that apply to a
particular LMM Security, the CADV will
be based on the three calendar months
prior to the current trading month. For
example, in calculating the rebates that
will apply to an LMM for a particular
LMM Security for November, the
Exchange will look to the average daily
volume reported for the LMM Security
by all exchanges and trade reporting
facilities to a consolidated transaction
reporting plan for August, September,
and October. If that LMM Security was
an initial listing on BATS (not a transfer
listing from another listing market) and
was listed beginning on September 15,
the calculation of CADV used for
November pricing would include all
days from August 1 through September
14 with zero volume each trading day.
For transfer listings, the determination
of the rebates for a month will be based
on the CADV for the past three months,
regardless of where the ETP was listed
during that period.
The Exchange is not proposing to
make any changes to its existing price
structure. The Exchange notes that all
volume, including volume in LMM
Securities, will continue to be included
in all volume calculations as it relates
to other rebates and fees on the
Exchange.
Corresponding Changes
Finally, the Exchange proposes to
make several non-substantive changes to
the fee schedule, including amending
the footnote numbering in order to
accommodate the addition of new
footnote 3, which, as described above,
defines the term CADV, and, similarly,
the deletion of existing footnote 4,
which is currently reserved.
Implementation Date
The Exchange proposes to implement
these amendments to its fee schedule on
June 2, 2014.
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Federal Register / Vol. 79, No. 112 / Wednesday, June 11, 2014 / Notices
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2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6 of the Act.12
Specifically, the Exchange believes that
the proposed rule change is consistent
with Section 6(b)(4) and 6(b)(5) of the
Act,13 in that it provides for the
equitable allocation of reasonable dues,
fees and other charges among members
and other persons using any facility or
system which the Exchange operates or
controls and it does not unfairly
discriminate between customers,
issuers, brokers or dealers. The
Exchange notes that it operates in a
highly competitive market in which
market participants can readily direct
order flow to competing venues if they
deem fee levels at a particular venue to
be excessive.
The Exchange believes that the
proposed LMM rebates are equitable
and not unfairly discriminatory because
they will incentivize and reward LMMs
that make tangible commitments to
enhancing market quality for securities
listed on the Exchange. The Exchange
further believes that the proposal will
encourage the development of new
financial products, provide a better
trading environment for investors in
ETPs, and generally encourage greater
competition between listing venues.
As described above, the Exchange
proposes to provide rebates to Qualified
LMMs for adding displayed liquidity
ranging from $0.0035 to $0.0070 per
share. This range is based on an LMM
Security’s CADV such that as the CADV
increases, the proposed rebate
decreases. Typically, the lower a
security’s CADV, the higher the risks
and costs to a market maker associated
with making markets in the security,
such as holding inventory in the
security. As the CADV for a security
increases, and thus the liquidity
increases, typically these same costs
associated with making markets in a
security decrease. Similarly, the lower a
security’s CADV, the wider the bid-ask
spread in that security will typically be,
which means that anyone that wants to
buy (sell) the security will have to pay
a higher (receive a lower) price for the
security. As a security’s CADV
increases, the narrower the bid-ask
spread typically becomes, which means
that a buyer (seller) pays (receives) a
lower (higher) price when buying
12 15
13 15
U.S.C. 78f.
U.S.C. 78f(b)(4) and (5).
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15:19 Jun 10, 2014
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(selling) the security. As such, the
Exchange’s proposal to pay rebates
between $0.0070 and $0.0035 per share
to Qualified LMMs as the CADV of the
LMM Security increases is designed to
provide higher rebates to Qualified
LMMs for meeting the Minimum
Quoting Standards in securities that are
most likely to cost them the most to
make a market, which the Exchange
believes will have the effect of shrinking
the bid-ask spread in such securities
and reducing (increasing) the price for
anyone that wants to buy (sell) the
security. As the CADV of a security
increases, the cost of making markets in
the security decreases, which is why the
Exchange is proposing to offer smaller
rebates to Qualified LMMs for LMM
Securities with higher CADV, while still
having the effect of tightening spreads.
The Exchange believes that the
tightened spreads and the increased
liquidity from the proposal will benefit
all investors by deepening the
Exchange’s liquidity pool, offering
additional flexibility for all investors to
enjoy cost savings, supporting the
quality of price discovery, promoting
market transparency and improving
investor protection.
Based on the foregoing, the Exchange
believes that these rebates will incent
Qualified LMMs to narrow spreads,
increase liquidity, and generally
enhance the quality of quoting in all
securities, particularly in lower CADV
securities, which will reduce trading
costs and benefit investors generally.
Accordingly, the Exchange believes that
the proposal is equitably allocated and
not unfairly discriminatory because the
proposal is consistent with the overall
goals of enhancing market quality.
The Exchange notes that the proposed
pricing structure is not dissimilar from
volume-based rebates and fees
(‘‘Volume Tiers’’) that have been widely
adopted, including those maintained on
the Exchange, and are equitable and not
unfairly discriminatory because they are
open to all members on an equal basis
and provide higher rebates and lower
fees that are reasonably related to the
value to an exchange’s market quality.
While Volume Tiers are generally
designed to incentivize higher levels of
liquidity provision and/or growth
patterns on the Exchange across all
securities, the proposal is designed to
more precisely garner the same benefits
specifically in LMM Securities. Stated
another way, while Volume Tiers aim to
enhance market quality generally, the
proposed rebates are designed to
enhance market quality on a security by
security basis and particularly in
securities with a lower CADV. As such,
the Exchange believes that the proposed
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33631
changes will strengthen its market
quality for BATS-listed securities by
enhancing the quality of quoting in such
securities and will further assist the
Exchange in competing as a listing
venue for issuers seeking to list ETPs.
Accordingly, the Exchange believes that
the proposal will complement the
Exchange’s program for listing securities
on the Exchange, which will, in turn,
provide issuers with another option for
raising capital in the public markets,
thereby promoting the principles
discussed in Section 6(b)(5) of the Act.14
Corresponding Changes
Finally, the Exchange believes that
the clarifying change that changes the
footnote reference to facilitate the
addition of footnote 3 as well as the
deletion of footnote 4 is reasonable as it
will help to avoid confusion for those
that review the Exchange’s fee schedule.
The Exchange notes that the proposed
change is not designed to amend any fee
or rebate, nor alter the manner in which
it assesses fees or calculates rebates. The
Exchange believes that the proposed
amendment is intended to make the fee
schedule clearer and less confusing for
investors and eliminate potential
investor confusion, thereby removing
impediments to and perfecting the
mechanism of a free and open market
and a national market system, and, in
general, protecting investors and the
public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
With respect to the proposed new LMM
rebates, the Exchange does not believe
that the changes burden competition,
but instead, enhance competition, as
they are intended to increase the
competitiveness of the Exchange’s
listings program. The Exchange also
believes the proposed changes would
enhance competition because they are
similar to pricing incentives provided
by both Arca and Nasdaq. As stated
above, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily direct order flow to competing
venues if the deem fee structures to be
unreasonable or excessive. The
proposed changes are generally
intended to enhance the rebates in LMM
Securities for Qualified LMMs, which is
intended to enhance market quality in
BATS-listed securities. As such, the
14 15
E:\FR\FM\11JNN1.SGM
U.S.C. 78f(b)(5).
11JNN1
33632
Federal Register / Vol. 79, No. 112 / Wednesday, June 11, 2014 / Notices
proposal is a competitive proposal that
is intended to add additional liquidity
to the Exchange, which will, in turn,
benefit the Exchange and all Exchange
participants. In addition, the Exchange
believes that the proposed nonsubstantive changes to the footnotes on
the fee schedule would not affect
intermarket nor intramarket competition
because the change does not alter any
fees or rebates on the Exchange or the
criteria associated therewith.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 15 and paragraph (f) of Rule
19b–4 thereunder.16 At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
ehiers on DSK2VPTVN1PROD 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–
BATS–2014–019 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–BATS–2014–019. This file
number should be included on the
subject line if email is used. To help the
15 15
16 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
VerDate Mar<15>2010
15:19 Jun 10, 2014
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BATS–
2014–019, and should be submitted on
or before July 2, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–13563 Filed 6–10–14; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF TRANSPORTATION
Federal Highway Administration
Buy America Waiver Notification
Federal Highway
Administration (FHWA), Department of
Transportation (DOT).
ACTION: Notice.
AGENCY:
This notice provides
information regarding the FHWA’s
finding that a Buy America waiver is
appropriate for the use of non-domestic
motor and machinery brakes for the
Sarah Mildred Long Bridge Replacement
project in the State of Maine.
DATES: The effective date of the waiver
is June 12, 2014.
FOR FURTHER INFORMATION CONTACT: For
questions about this notice, please
contact Mr. Gerald Yakowenko, FHWA
SUMMARY:
17 17
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CFR 200.30–3(a)(12).
Frm 00141
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Office of Program Administration, 202–
366–1562, or via email at
gerald.yakowenko@dot.gov. For legal
questions, please contact Mr. Jomar
Maldonado, FHWA Office of the Chief
Counsel, 202–366–1373, or via email at
jomar.maldonado@dot.gov. Office hours
for the FHWA are from 8:00 a.m. to 4:30
p.m., e.t., Monday through Friday,
except Federal holidays.
SUPPLEMENTARY INFORMATION:
Electronic Access
An electronic copy of this document
may be downloaded from the Federal
Register’s home page at: https://
www.archives.gov and the Government
Printing Office’s database at: https://
www.access.gpo.gov/nara.
Background
The FHWA’s Buy America policy in
23 CFR 635.410 requires a domestic
manufacturing process for any steel or
iron products (including protective
coatings) that are permanently
incorporated in a Federal-aid
construction project. The regulation also
provides for a waiver of the Buy
America requirements when the
application would be inconsistent with
the public interest or when satisfactory
quality domestic steel and iron products
are not sufficiently available. This
notice provides information regarding
the FHWA’s finding that a Buy America
waiver is appropriate to use nondomestic motor and machinery brakes
for the Sarah Mildred Long Bridge
Replacement project in the State of
Maine.
In accordance with Title I, Division A,
section 122 of the ‘‘Consolidated and
Further Continuing Appropriations Act,
2012’’ (Pub. L. 112–55), the FHWA
published on March 5, a notice of intent
to issue a waiver for the following nondomestic bridge items for use in the
Sarah Mildred Long Bridge Replacement
project in Maine: (1) Motor brakes; (2)
machinery brakes; (3) counterweight
sheave bearings; (4) deflector sheave
bearings; (5) operating drum bearings;
and (6) span lock bearings. The notice
was published on FHWA’s Web site at
https://www.fhwa.dot.gov/construction/
contracts/waivers.cfm?id=96. The
FHWA received 27 comments in
response to the publication. Eight
commenters expressed support for the
waiver of the items. Three support the
waiver with conditions. One of those
supporting commenters suggested that
the waiver may be granted for a period
of time if the components are not locally
readily available. Two of those
supporting commenters stated that a
waiver should be granted only when all
efforts are made to ensure that domestic
E:\FR\FM\11JNN1.SGM
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Agencies
[Federal Register Volume 79, Number 112 (Wednesday, June 11, 2014)]
[Notices]
[Pages 33630-33632]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-13563]
[[Page 33630]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72333; File No. SR-BATS-2014-019]
Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change Related to
Fees for Use of BATS Exchange, Inc.
June 5, 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 May 28, 2014, BATS Exchange, Inc. (the ``Exchange'' or
``BATS'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II
and III below, which Items have been prepared by the Exchange. The
Exchange has designated the proposed rule change as one establishing or
changing a member due, fee, or other charge imposed by the Exchange
under Section 19(b)(3)(A)(ii) of the Act \3\ and Rule 19b-4(f)(2)
thereunder,\4\ which renders the proposed rule change effective upon
filing with the Commission. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange filed a proposal to amend the fee schedule applicable
to Members \5\ and non-members of the Exchange pursuant to BATS Rules
15.1(a) and (c). Changes to the fee schedule pursuant to this proposal
are effective upon filing.
---------------------------------------------------------------------------
\5\ A Member is defined as ``any registered broker or dealer
that has been admitted to membership in the Exchange.'' See Exchange
Rule 1.5(n).
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
Web site at https://www.batstrading.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant parts of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
On April 17, 2014, the Exchange filed a proposal to adopt rules to
create a Lead Market Maker Program (the ``Program'') on an immediately
effective basis.\6\ The Exchange plans to implement the Program on June
2, 2014. The Program is designed to strengthen market quality for BATS-
listed ETPs \7\ by offering enhanced rebates to market makers
registered with the Exchange (``Market Makers'') \8\ that are also
registered as a lead market maker (``LMM'') in an LMM Security \9\ and
meet certain minimum quoting standards (``Minimum Performance
Standards'').\10\ The purpose of this filing is to adopt such enhanced
rebates and to make corresponding clarifying changes to the fee
schedule.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 72020 (April 25,
2014) 79 FR 24807 (May 1, 2014) (SR-BATS-2014-015).
\7\ As defined in Rule 11.8(e)(1)(A), ETP means any security
listed pursuant to Exchange Rule 14.11.
\8\ See BATS Rule 11.5.
\9\ As defined in Rule 11.8(e)(1)(C), LMM Security means an ETP
that has an LMM.
\10\ As defined in Rule 11.8(e)(1)(D), Minimum Performance
Standards means a set of standards applicable to an LMM that may be
determined from time to time by the Exchange.
---------------------------------------------------------------------------
Effective June 2, 2014, the Exchange proposes to modify its fee
schedule applicable to use of the Exchange in order to provide pricing
for orders that add displayed liquidity in LMM Securities entered by
LMMs that meet the Minimum Performance Standards (a ``Qualified LMM'').
The Exchange is proposing to implement a tiered rebate structure that
is based on the consolidated average daily volume (``CADV'') of the LMM
Security.\11\ Specifically, the Exchange is proposing that, unless an
LMM otherwise qualifies for a higher rebate, a Qualified LMM shall
receive the following rebates for each share of added displayed
liquidity: Where the CADV is 10,000 or less, $0.0070; where the CADV is
between 10,001 and 40,000, $0.0050; where the CADV is between 40,001
and 80,000, $0.0045; where the CADV is between 80,001 and 150,000,
$0.0040; and where the CADV is greater than 150,000, $0.0035. While not
possible under the current pricing structure, in the event that a
Qualified LMM is ever eligible to receive a higher per share rebate
under non-LMM pricing, the Qualified LMM will receive such higher non-
LMM rebate. As proposed, LMM rebates are not eligible for additional
rebates like the NBBO Setter or NBBO Joiner rebates currently offered
by the Exchange.
---------------------------------------------------------------------------
\11\ As defined in the proposed fee schedule, ``CADV'' means
consolidated average daily volume calculated as the average daily
volume reported for a security by all exchanges and trade reporting
facilities to a consolidated transaction reporting plan for the
three calendar months preceding the month for which the fees apply.
---------------------------------------------------------------------------
Under the proposal, CADV is calculated based on the three calendar
months preceding the month for which the fees apply, meaning that when
calculating the rebates that apply to a particular LMM Security, the
CADV will be based on the three calendar months prior to the current
trading month. For example, in calculating the rebates that will apply
to an LMM for a particular LMM Security for November, the Exchange will
look to the average daily volume reported for the LMM Security by all
exchanges and trade reporting facilities to a consolidated transaction
reporting plan for August, September, and October. If that LMM Security
was an initial listing on BATS (not a transfer listing from another
listing market) and was listed beginning on September 15, the
calculation of CADV used for November pricing would include all days
from August 1 through September 14 with zero volume each trading day.
For transfer listings, the determination of the rebates for a month
will be based on the CADV for the past three months, regardless of
where the ETP was listed during that period.
The Exchange is not proposing to make any changes to its existing
price structure. The Exchange notes that all volume, including volume
in LMM Securities, will continue to be included in all volume
calculations as it relates to other rebates and fees on the Exchange.
Corresponding Changes
Finally, the Exchange proposes to make several non-substantive
changes to the fee schedule, including amending the footnote numbering
in order to accommodate the addition of new footnote 3, which, as
described above, defines the term CADV, and, similarly, the deletion of
existing footnote 4, which is currently reserved.
Implementation Date
The Exchange proposes to implement these amendments to its fee
schedule on June 2, 2014.
[[Page 33631]]
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6 of the Act.\12\
Specifically, the Exchange believes that the proposed rule change is
consistent with Section 6(b)(4) and 6(b)(5) of the Act,\13\ in that it
provides for the equitable allocation of reasonable dues, fees and
other charges among members and other persons using any facility or
system which the Exchange operates or controls and it does not unfairly
discriminate between customers, issuers, brokers or dealers. The
Exchange notes that it operates in a highly competitive market in which
market participants can readily direct order flow to competing venues
if they deem fee levels at a particular venue to be excessive.
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\12\ 15 U.S.C. 78f.
\13\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the proposed LMM rebates are equitable
and not unfairly discriminatory because they will incentivize and
reward LMMs that make tangible commitments to enhancing market quality
for securities listed on the Exchange. The Exchange further believes
that the proposal will encourage the development of new financial
products, provide a better trading environment for investors in ETPs,
and generally encourage greater competition between listing venues.
As described above, the Exchange proposes to provide rebates to
Qualified LMMs for adding displayed liquidity ranging from $0.0035 to
$0.0070 per share. This range is based on an LMM Security's CADV such
that as the CADV increases, the proposed rebate decreases. Typically,
the lower a security's CADV, the higher the risks and costs to a market
maker associated with making markets in the security, such as holding
inventory in the security. As the CADV for a security increases, and
thus the liquidity increases, typically these same costs associated
with making markets in a security decrease. Similarly, the lower a
security's CADV, the wider the bid-ask spread in that security will
typically be, which means that anyone that wants to buy (sell) the
security will have to pay a higher (receive a lower) price for the
security. As a security's CADV increases, the narrower the bid-ask
spread typically becomes, which means that a buyer (seller) pays
(receives) a lower (higher) price when buying (selling) the security.
As such, the Exchange's proposal to pay rebates between $0.0070 and
$0.0035 per share to Qualified LMMs as the CADV of the LMM Security
increases is designed to provide higher rebates to Qualified LMMs for
meeting the Minimum Quoting Standards in securities that are most
likely to cost them the most to make a market, which the Exchange
believes will have the effect of shrinking the bid-ask spread in such
securities and reducing (increasing) the price for anyone that wants to
buy (sell) the security. As the CADV of a security increases, the cost
of making markets in the security decreases, which is why the Exchange
is proposing to offer smaller rebates to Qualified LMMs for LMM
Securities with higher CADV, while still having the effect of
tightening spreads. The Exchange believes that the tightened spreads
and the increased liquidity from the proposal will benefit all
investors by deepening the Exchange's liquidity pool, offering
additional flexibility for all investors to enjoy cost savings,
supporting the quality of price discovery, promoting market
transparency and improving investor protection.
Based on the foregoing, the Exchange believes that these rebates
will incent Qualified LMMs to narrow spreads, increase liquidity, and
generally enhance the quality of quoting in all securities,
particularly in lower CADV securities, which will reduce trading costs
and benefit investors generally. Accordingly, the Exchange believes
that the proposal is equitably allocated and not unfairly
discriminatory because the proposal is consistent with the overall
goals of enhancing market quality.
The Exchange notes that the proposed pricing structure is not
dissimilar from volume-based rebates and fees (``Volume Tiers'') that
have been widely adopted, including those maintained on the Exchange,
and are equitable and not unfairly discriminatory because they are open
to all members on an equal basis and provide higher rebates and lower
fees that are reasonably related to the value to an exchange's market
quality. While Volume Tiers are generally designed to incentivize
higher levels of liquidity provision and/or growth patterns on the
Exchange across all securities, the proposal is designed to more
precisely garner the same benefits specifically in LMM Securities.
Stated another way, while Volume Tiers aim to enhance market quality
generally, the proposed rebates are designed to enhance market quality
on a security by security basis and particularly in securities with a
lower CADV. As such, the Exchange believes that the proposed changes
will strengthen its market quality for BATS-listed securities by
enhancing the quality of quoting in such securities and will further
assist the Exchange in competing as a listing venue for issuers seeking
to list ETPs. Accordingly, the Exchange believes that the proposal will
complement the Exchange's program for listing securities on the
Exchange, which will, in turn, provide issuers with another option for
raising capital in the public markets, thereby promoting the principles
discussed in Section 6(b)(5) of the Act.\14\
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\14\ 15 U.S.C. 78f(b)(5).
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Corresponding Changes
Finally, the Exchange believes that the clarifying change that
changes the footnote reference to facilitate the addition of footnote 3
as well as the deletion of footnote 4 is reasonable as it will help to
avoid confusion for those that review the Exchange's fee schedule. The
Exchange notes that the proposed change is not designed to amend any
fee or rebate, nor alter the manner in which it assesses fees or
calculates rebates. The Exchange believes that the proposed amendment
is intended to make the fee schedule clearer and less confusing for
investors and eliminate potential investor confusion, thereby removing
impediments to and perfecting the mechanism of a free and open market
and a national market system, and, in general, protecting investors and
the public interest.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended. With
respect to the proposed new LMM rebates, the Exchange does not believe
that the changes burden competition, but instead, enhance competition,
as they are intended to increase the competitiveness of the Exchange's
listings program. The Exchange also believes the proposed changes would
enhance competition because they are similar to pricing incentives
provided by both Arca and Nasdaq. As stated above, the Exchange notes
that it operates in a highly competitive market in which market
participants can readily direct order flow to competing venues if the
deem fee structures to be unreasonable or excessive. The proposed
changes are generally intended to enhance the rebates in LMM Securities
for Qualified LMMs, which is intended to enhance market quality in
BATS-listed securities. As such, the
[[Page 33632]]
proposal is a competitive proposal that is intended to add additional
liquidity to the Exchange, which will, in turn, benefit the Exchange
and all Exchange participants. In addition, the Exchange believes that
the proposed non-substantive changes to the footnotes on the fee
schedule would not affect intermarket nor intramarket competition
because the change does not alter any fees or rebates on the Exchange
or the criteria associated therewith.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any written comments from members or other interested parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \15\ and paragraph (f) of Rule 19b-4
thereunder.\16\ At any time within 60 days of the filing of the
proposed rule change, the Commission summarily may temporarily suspend
such rule change if it appears to the Commission that such action is
necessary or appropriate in the public interest, for the protection of
investors, or otherwise in furtherance of the purposes of the Act.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-BATS-2014-019 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-BATS-2014-019. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-BATS-2014-019, and should be
submitted on or before July 2, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-13563 Filed 6-10-14; 8:45 am]
BILLING CODE 8011-01-P