Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Options Fee Schedule Relating to Lead Market Maker Rights Fees, 47502-47504 [2014-19097]
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47502
Federal Register / Vol. 79, No. 156 / Wednesday, August 13, 2014 / Notices
Securities Exchange Act of 1934 1 and
Rule 19b–4 thereunder 2 to amend the
NYSE Arca Options Fee Schedule
relating to lead market maker rights fees.
The proposed rule change was
published for comment in the Federal
Register on June 10, 2014.3 On July 18,
2014, the Commission suspended and
instituted proceedings to determine
whether to approve or disapprove the
proposed rule change.4 The Commission
received no comment letters regarding
the proposal. On August 5, 2014, NYSE
Arca withdrew the proposed rule
change (SR–NYSEArca–2014–63).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.5
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–19099 Filed 8–12–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72789; File No. SR–
NYSEArca–2014–84]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Options Fee Schedule Relating to Lead
Market Maker Rights Fees
August 7, 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 August
1, 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 Options Fee Schedule (‘‘Fee
Schedule’’) relating to Lead Market
mstockstill on DSK4VPTVN1PROD with NOTICES
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 72312
(June 4, 2014), 79 FR 33247 (June 10, 2014).
4 See Securities Exchange Act Release No. 72642
(July 18, 2014), 79 FR 43106 (July 24, 2014).
5 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
2 17
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Maker (‘‘LMM’’) Rights Fees. The
Exchange proposes to implement the fee
change effective August 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 purpose of this filing is to reduce
the Lead Market Maker Rights Fees for
all Lead Market Makers (‘‘LMMs’’) that
transact a significant daily volume.
Currently, LMMs pay a Lead Market
Maker Rights Fee (‘‘LMM Rights Fee’’)
on each issue in their allocation, ranging
from $45 per month to $1,500 per
month, depending on the activity level
in the issue. The monthly LMM Rights
Fee is based on the Average National
Daily Customer Contracts. The
applicable LMM Rights Fee is directly
related to the number of allocations in
an LMM’s appointment; the more
allocations in an appointment, the
higher the LMM Rights Fee. This is
particularly the case for issues that have
higher Average National Daily Customer
Contracts, which have higher LMM
Rights Fees associated with them.
Because of the LMM Rights Fees, LMMs
that transact a significant amount of
business on the Exchange have been
reluctant to take on additional
allocations. At the present time, there
are approximately 2,600 different
underlying issues listed on NYSE Arca
Options. The Exchange regularly
receives five to 10 requests to list new
issues each week. The Exchange then
surveys the LMM community to invite
applications for allocation. At present,
most surveys only receive one or two
responses per issue, and a key factor in
applying for allocation is the
PO 00000
Frm 00087
Fmt 4703
Sfmt 4703
profitability of trading in an issue given
the anticipated Rights Fee.
In order to generate more LMM
interest in applying for new issue
allocations, the Exchange is
implementing a volume-based metric
that will apply to all LMMs on the
Exchange. Any LMM that meets certain
volume criteria will be eligible for a
reduced LMM Rights Fee.
Specifically, the Exchange is
proposing that LMMs with daily
contract volume traded electronically of
at least 50,000 contracts, of which
10,000 such contracts are in its LMM
appointment, will qualify for a reduced
LMM Rights Fee. LMMs that qualify
will be charged a 50% reduction in total
LMM Rights Fees. As proposed, whether
an LMM will be charged 50% of the
LMM Rights Fee will be determined
based on an average of the daily contract
volume traded electronically each
trading day by that LMM in a calendar
month.
The Exchange believes that providing
a means for LMMs that achieve certain
volume levels to be eligible for a
reduced monthly LMM Rights Fees will
encourage LMMs that already transact a
significant amount of business on the
Exchange, but may be reluctant to apply
for additional allocations, to apply for
additional allocations. NYSE Arca
proposes that the volume be in overall
electronic Market Maker volume with a
static, specified subset of that contract
volume (i.e., 10,000 contracts) from
names in the LMM appointment, which
the Exchange believes will enable
LMMs that have a smaller number of
issues in their appointment or have a
preponderance of low volume issues to
achieve this rate modification along
with their larger LMM counterparts.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,4 in general, and
furthers the objectives of Sections
6(b)(4) and (5) of the Act,5 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.
The Exchange believes that the
proposed modification to LMM Rights
Fees is reasonable, equitable and not
unfairly discriminatory because by
reducing the overhead costs of LMMs
that transact a significant amount of
business on the Exchange, the Exchange
4 15
5 15
E:\FR\FM\13AUN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
13AUN1
mstockstill on DSK4VPTVN1PROD with NOTICES
Federal Register / Vol. 79, No. 156 / Wednesday, August 13, 2014 / Notices
would create an incentive for LMMs
that meet certain volume standards to
apply for additional allocations.
Because of the overhead costs associated
with the LMM Rights Fees, LMMs that
meet the proposed volume standards
have expressed that they are unwilling
to apply for additional appointments in
new issues. The Exchange believes that
the proposed fee change would promote
a fair and orderly market and protect
investors and the public interest
because it would encourage LMMs that
engage in significant trading on the
Exchange to apply for additional
appointments, thus assuring the
availability of an LMM for all new
appointments. The Exchange believes it
is also reasonable, equitable and not
unfairly discriminatory to provide a
reduced fee to LMMs because the
reduced overhead costs will enhance
the ability to provide liquidity, which
will benefit all market participants.
In addition, the Exchange believes
that the proposed rate is reasonable,
equitable and not unfairly
discriminatory because it will recognize
those LMMs that meet their obligation
to provide liquidity, as evidenced by
achieving a significant yet reasonable
electronic transaction volume. The
Exchange believes that the requisite
volume level (i.e., 50,000 contracts) to
qualify for the reduced fee is reasonable,
equitable and not unfairly
discriminatory because it is lower than
the current average volume traded by
LMMs, and therefore it is a standard
well within reach of the preponderance
of LMMs, regardless of whether they
have a physical presence on the Floor.
In addition, the static, specific portion
to be executed in the LMM’s
appointment (i.e., 10,000 contracts) is
moderately above the average traded by
LMMs in their appointment. The
Exchange therefore believes that the
static portion of the volume requirement
is reasonably tailored to encourage
LMMs to actively engage in their LMM
appointments in order to qualify for the
proposed LMM Right Fees change. The
Exchange further believes that this
requirement is reasonable, equitable and
not unfairly discriminatory because it
only requires a moderate proportion of
the volume requirement in the LMM
appointment, which encourages LMMs
with fewer names or with a
preponderance of low volume names in
their appointments, to be eligible for the
proposed fee change. Further, the
proposed reduced rate is reasonable,
equitable and not unfairly
discriminatory among LMMs because it
is based on an achievable volume level
(i.e., 50,000 contracts is below the
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average volume traded by LMMs) with
a meaningful volume—10,000
contracts—in the LMM appointment,
which allows the LMM to apply the
breath of its market making business so
that the mix of issues in an LMM’s
appointment does not become a barrier
to achievement. In addition, because the
proposed fee change would be based
only on prospective electronic volume
executed on the Exchange, and therefore
all LMMs could attain the volume
threshold, the Exchange believes the fee
is reasonable, equitable and not unfairly
discriminatory.
The proposed fee is also reasonable,
equitable and not unfairly
discriminatory because the Exchange
believes it may indirectly benefit nonLMM market participants. Specifically,
while the LMM Rights Fee is charged
only to LMMs and therefore arguably
has no direct impact on non-LMMs, the
Exchange notes that, absent this
proposal, LMMs seeking to avoid large
monthly Rights Fees could either
decline to apply for new option
allocations and/or choose to relinquish
their LMM role in any number of option
issues. The Exchange believes that
having LMMs resign from acting as a
LMM in an option issue to reduce the
amount of the LMM Rights Fee they
incur would be detrimental to the
Exchange and its participants. Because
LMMs have heightened quoting
obligations as compared to Market
Makers,6 LMMs that may choose to
relinquish issues to reduce their LMM
Rights Fees, would result in reduced
displayed liquidity in those issues,
thereby harming investors and the
public. Thus, the Exchange believes the
proposal is reasonable, equitable and
not unfairly discriminatory to nonLMMs and, in fact, may benefit other
market participants.
The Exchange notes that the notion of
a volume-based metric is not new or
novel in the context of a monthly fee,
such as the LMM Rights Fee. For
example, on NYSE MKT LLC, a Floor
Market Maker may qualify for a
‘‘reduced’’ options trading permit
(‘‘ATP’’) fee, which is calculated on a
monthly basis, if, among other things,
the Market Maker transacts most of its
volume in open outcry.7 Thus, the
6 See Rule 6.37B(b) and (c) (requiring that LMMs
provide ‘‘continuous two-sided quotations
throughout the trading day in its appointed issues
for 90% of the time the Exchange is open for trading
in each issue’’ while requiring that Marker Makers
provide ‘‘continuous two-sided quotations
throughout the trading day in its appointed issues
for 60% of the time the Exchange is open for trading
in each issue’’).
7 See NYSE Amex Options Fee Schedule, dated
August 1, 2014, available here: https://
www.theice.com/publicdocs/nyse/markets/amex-
PO 00000
Frm 00088
Fmt 4703
Sfmt 4703
47503
proposed reduced monthly LMM Rights
Fee is reasonable, equitable and not
unfairly discriminatory as other options
exchanges impose similar rate
structures.
The timing of the calculation of the
LMM Rights Fee is reasonable as it is
calculated on the issues in an LMM’s
appointment on the last trading day of
the month, which gives all LMMs a
fixed date to anticipate what the fees
will be and time to meet the volume
standards for the proposed fee.
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,8 the Exchange does not believe
that the proposed rule change will
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
The Exchange believes that the
proposed rate reduces the burden on
competition because it will enhance the
ability for LMMs to quote competitively
in more issues. The Exchange believes
the reduced rate will reduce the burden
on competition among LMMs as the
reduced overhead costs will enhance
the ability of firms to provide liquidity,
which will benefit all market
participants. The Exchange also believes
that the proposed fee reduction will
have a positive impact on competition
and may indirectly benefit non-LMM
market participants. Specifically, while
the LMM Rights Fee is charged only to
LMMs and therefore arguably has no
direct impact on non-LMMs, the
Exchange notes that absent this proposal
LMMs seeking to avoid large monthly
Rights Fees could decline to apply for
new option allocations and/or choose to
relinquish their LMM role in any
number of option issues. The Exchange
believes that having LMMs resign from
acting as a LMM in an option issue to
reduce the amount of the LMM Rights
Fee they incur would be detrimental to
the Exchange and its participants.
Because LMMs have heightened quoting
options/NYSE_Amex_Options_Fee_Schedule.pdf
(providing that ‘‘[a] Floor Market Maker that
purchases no more than two ATPs per month may
purchase them for $5,000 each (‘Floor Market
Maker ATP Fee’) if the Floor Market Maker
transacts at least 75% of its volume, excluding
Qualified Contingent Cross and Strategy
Executions, manually, by public outcry.’’)
8 15 U.S.C. 78f(b)(8).
E:\FR\FM\13AUN1.SGM
13AUN1
47504
Federal Register / Vol. 79, No. 156 / Wednesday, August 13, 2014 / Notices
obligations as compared to Market
Makers,9 LMMs that may choose to
relinquish issues to reduce their LMM
Rights Fees, would result in reduced
displayed liquidity in those issues,
thereby harming investors and the
public. In this regard, the Exchange
believes the proposal does have a
meaningful positive impact on
competition.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily favor
competing venues, and providing a
reduced LMM Rights Fees will allow
LMMs to both expand the number of
issues allocated to them and to reduce
the overhead which in turn encourages
liquidity to compete for business. The
Exchange believes that basing the
qualification for the LMM Rights Fee on
electronic transaction volume will
encourage competition that is in
furtherance of the Act by attracting
business with enhanced liquidity and
reduced market spread.
In such an environment, the Exchange
must continually review, and consider
adjusting, its fees and credits to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change reflects this competitive
environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
mstockstill on DSK4VPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 10 of the Act and
subparagraph (f)(2) of Rule 19b–4 11
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
9 See
supra n. 6.
U.S.C. 78s(b)(3)(A).
11 17 CFR 240.19b–4(f)(2).
under Section 19(b)(2)(B) 12 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:
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–2014–84 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–2014–84. 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–
NYSEArca–2014–84, and should be
submitted on or before September 3,
2014.
10 15
VerDate Mar<15>2010
18:15 Aug 12, 2014
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–19097 Filed 8–12–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72785; File No. SR–MIAX–
2014–42]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Its Fee Schedule
August 7, 2014.
Pursuant to the provisions of 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 July 29, 2014, Miami International
Securities Exchange LLC (‘‘MIAX’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) a 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 Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend the MIAX Options Fee Schedule.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, 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.
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
12 15
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PO 00000
U.S.C. 78s(b)(2)(B).
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Agencies
[Federal Register Volume 79, Number 156 (Wednesday, August 13, 2014)]
[Notices]
[Pages 47502-47504]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-19097]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72789; File No. SR-NYSEArca-2014-84]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Options Fee Schedule Relating to Lead Market Maker Rights Fees
August 7, 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 August 1, 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 Options Fee Schedule
(``Fee Schedule'') relating to Lead Market Maker (``LMM'') Rights Fees.
The Exchange proposes to implement the fee change effective August 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 purpose of this filing is to reduce the Lead Market Maker
Rights Fees for all Lead Market Makers (``LMMs'') that transact a
significant daily volume.
Currently, LMMs pay a Lead Market Maker Rights Fee (``LMM Rights
Fee'') on each issue in their allocation, ranging from $45 per month to
$1,500 per month, depending on the activity level in the issue. The
monthly LMM Rights Fee is based on the Average National Daily Customer
Contracts. The applicable LMM Rights Fee is directly related to the
number of allocations in an LMM's appointment; the more allocations in
an appointment, the higher the LMM Rights Fee. This is particularly the
case for issues that have higher Average National Daily Customer
Contracts, which have higher LMM Rights Fees associated with them.
Because of the LMM Rights Fees, LMMs that transact a significant amount
of business on the Exchange have been reluctant to take on additional
allocations. At the present time, there are approximately 2,600
different underlying issues listed on NYSE Arca Options. The Exchange
regularly receives five to 10 requests to list new issues each week.
The Exchange then surveys the LMM community to invite applications for
allocation. At present, most surveys only receive one or two responses
per issue, and a key factor in applying for allocation is the
profitability of trading in an issue given the anticipated Rights Fee.
In order to generate more LMM interest in applying for new issue
allocations, the Exchange is implementing a volume-based metric that
will apply to all LMMs on the Exchange. Any LMM that meets certain
volume criteria will be eligible for a reduced LMM Rights Fee.
Specifically, the Exchange is proposing that LMMs with daily
contract volume traded electronically of at least 50,000 contracts, of
which 10,000 such contracts are in its LMM appointment, will qualify
for a reduced LMM Rights Fee. LMMs that qualify will be charged a 50%
reduction in total LMM Rights Fees. As proposed, whether an LMM will be
charged 50% of the LMM Rights Fee will be determined based on an
average of the daily contract volume traded electronically each trading
day by that LMM in a calendar month.
The Exchange believes that providing a means for LMMs that achieve
certain volume levels to be eligible for a reduced monthly LMM Rights
Fees will encourage LMMs that already transact a significant amount of
business on the Exchange, but may be reluctant to apply for additional
allocations, to apply for additional allocations. NYSE Arca proposes
that the volume be in overall electronic Market Maker volume with a
static, specified subset of that contract volume (i.e., 10,000
contracts) from names in the LMM appointment, which the Exchange
believes will enable LMMs that have a smaller number of issues in their
appointment or have a preponderance of low volume issues to achieve
this rate modification along with their larger LMM counterparts.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\4\ in general, and furthers the
objectives of Sections 6(b)(4) and (5) of the Act,\5\ 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.
---------------------------------------------------------------------------
\4\ 15 U.S.C. 78f(b).
\5\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Exchange believes that the proposed modification to LMM Rights
Fees is reasonable, equitable and not unfairly discriminatory because
by reducing the overhead costs of LMMs that transact a significant
amount of business on the Exchange, the Exchange
[[Page 47503]]
would create an incentive for LMMs that meet certain volume standards
to apply for additional allocations. Because of the overhead costs
associated with the LMM Rights Fees, LMMs that meet the proposed volume
standards have expressed that they are unwilling to apply for
additional appointments in new issues. The Exchange believes that the
proposed fee change would promote a fair and orderly market and protect
investors and the public interest because it would encourage LMMs that
engage in significant trading on the Exchange to apply for additional
appointments, thus assuring the availability of an LMM for all new
appointments. The Exchange believes it is also reasonable, equitable
and not unfairly discriminatory to provide a reduced fee to LMMs
because the reduced overhead costs will enhance the ability to provide
liquidity, which will benefit all market participants.
In addition, the Exchange believes that the proposed rate is
reasonable, equitable and not unfairly discriminatory because it will
recognize those LMMs that meet their obligation to provide liquidity,
as evidenced by achieving a significant yet reasonable electronic
transaction volume. The Exchange believes that the requisite volume
level (i.e., 50,000 contracts) to qualify for the reduced fee is
reasonable, equitable and not unfairly discriminatory because it is
lower than the current average volume traded by LMMs, and therefore it
is a standard well within reach of the preponderance of LMMs,
regardless of whether they have a physical presence on the Floor. In
addition, the static, specific portion to be executed in the LMM's
appointment (i.e., 10,000 contracts) is moderately above the average
traded by LMMs in their appointment. The Exchange therefore believes
that the static portion of the volume requirement is reasonably
tailored to encourage LMMs to actively engage in their LMM appointments
in order to qualify for the proposed LMM Right Fees change. The
Exchange further believes that this requirement is reasonable,
equitable and not unfairly discriminatory because it only requires a
moderate proportion of the volume requirement in the LMM appointment,
which encourages LMMs with fewer names or with a preponderance of low
volume names in their appointments, to be eligible for the proposed fee
change. Further, the proposed reduced rate is reasonable, equitable and
not unfairly discriminatory among LMMs because it is based on an
achievable volume level (i.e., 50,000 contracts is below the average
volume traded by LMMs) with a meaningful volume--10,000 contracts--in
the LMM appointment, which allows the LMM to apply the breath of its
market making business so that the mix of issues in an LMM's
appointment does not become a barrier to achievement. In addition,
because the proposed fee change would be based only on prospective
electronic volume executed on the Exchange, and therefore all LMMs
could attain the volume threshold, the Exchange believes the fee is
reasonable, equitable and not unfairly discriminatory.
The proposed fee is also reasonable, equitable and not unfairly
discriminatory because the Exchange believes it may indirectly benefit
non-LMM market participants. Specifically, while the LMM Rights Fee is
charged only to LMMs and therefore arguably has no direct impact on
non-LMMs, the Exchange notes that, absent this proposal, LMMs seeking
to avoid large monthly Rights Fees could either decline to apply for
new option allocations and/or choose to relinquish their LMM role in
any number of option issues. The Exchange believes that having LMMs
resign from acting as a LMM in an option issue to reduce the amount of
the LMM Rights Fee they incur would be detrimental to the Exchange and
its participants. Because LMMs have heightened quoting obligations as
compared to Market Makers,\6\ LMMs that may choose to relinquish issues
to reduce their LMM Rights Fees, would result in reduced displayed
liquidity in those issues, thereby harming investors and the public.
Thus, the Exchange believes the proposal is reasonable, equitable and
not unfairly discriminatory to non-LMMs and, in fact, may benefit other
market participants.
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\6\ See Rule 6.37B(b) and (c) (requiring that LMMs provide
``continuous two-sided quotations throughout the trading day in its
appointed issues for 90% of the time the Exchange is open for
trading in each issue'' while requiring that Marker Makers provide
``continuous two-sided quotations throughout the trading day in its
appointed issues for 60% of the time the Exchange is open for
trading in each issue'').
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The Exchange notes that the notion of a volume-based metric is not
new or novel in the context of a monthly fee, such as the LMM Rights
Fee. For example, on NYSE MKT LLC, a Floor Market Maker may qualify for
a ``reduced'' options trading permit (``ATP'') fee, which is calculated
on a monthly basis, if, among other things, the Market Maker transacts
most of its volume in open outcry.\7\ Thus, the proposed reduced
monthly LMM Rights Fee is reasonable, equitable and not unfairly
discriminatory as other options exchanges impose similar rate
structures.
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\7\ See NYSE Amex Options Fee Schedule, dated August 1, 2014,
available here: https://www.theice.com/publicdocs/nyse/markets/amex-options/NYSE_Amex_Options_Fee_Schedule.pdf (providing that ``[a]
Floor Market Maker that purchases no more than two ATPs per month
may purchase them for $5,000 each (`Floor Market Maker ATP Fee') if
the Floor Market Maker transacts at least 75% of its volume,
excluding Qualified Contingent Cross and Strategy Executions,
manually, by public outcry.'')
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The timing of the calculation of the LMM Rights Fee is reasonable
as it is calculated on the issues in an LMM's appointment on the last
trading day of the month, which gives all LMMs a fixed date to
anticipate what the fees will be and time to meet the volume standards
for the proposed fee.
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,\8\ the Exchange does
not believe that the proposed rule change will impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act. The Exchange believes that the proposed rate
reduces the burden on competition because it will enhance the ability
for LMMs to quote competitively in more issues. The Exchange believes
the reduced rate will reduce the burden on competition among LMMs as
the reduced overhead costs will enhance the ability of firms to provide
liquidity, which will benefit all market participants. The Exchange
also believes that the proposed fee reduction will have a positive
impact on competition and may indirectly benefit non-LMM market
participants. Specifically, while the LMM Rights Fee is charged only to
LMMs and therefore arguably has no direct impact on non-LMMs, the
Exchange notes that absent this proposal LMMs seeking to avoid large
monthly Rights Fees could decline to apply for new option allocations
and/or choose to relinquish their LMM role in any number of option
issues. The Exchange believes that having LMMs resign from acting as a
LMM in an option issue to reduce the amount of the LMM Rights Fee they
incur would be detrimental to the Exchange and its participants.
Because LMMs have heightened quoting
[[Page 47504]]
obligations as compared to Market Makers,\9\ LMMs that may choose to
relinquish issues to reduce their LMM Rights Fees, would result in
reduced displayed liquidity in those issues, thereby harming investors
and the public. In this regard, the Exchange believes the proposal does
have a meaningful positive impact on competition.
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\8\ 15 U.S.C. 78f(b)(8).
\9\ See supra n. 6.
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The Exchange notes that it operates in a highly competitive market
in which market participants can readily favor competing venues, and
providing a reduced LMM Rights Fees will allow LMMs to both expand the
number of issues allocated to them and to reduce the overhead which in
turn encourages liquidity to compete for business. The Exchange
believes that basing the qualification for the LMM Rights Fee on
electronic transaction volume will encourage competition that is in
furtherance of the Act by attracting business with enhanced liquidity
and reduced market spread.
In such an environment, the Exchange must continually review, and
consider adjusting, its fees and credits to remain competitive with
other exchanges. For the reasons described above, the Exchange believes
that the proposed rule change reflects this competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \10\ of the Act and subparagraph (f)(2) of Rule
19b-4 \11\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 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) \12\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\12\ 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-2014-84 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-2014-84. 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-NYSEArca-2014-84, and should
be submitted on or before September 3, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-19097 Filed 8-12-14; 8:45 am]
BILLING CODE 8011-01-P