Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of Filing of a Proposed Rule Change, and Amendment No. 1 Thereto, To Establish a New Market Data Product Called the BATS One Feed, 69142-69148 [2014-27442]
Download as PDF
69142
Federal Register / Vol. 79, No. 224 / Thursday, November 20, 2014 / Notices
forth in 28 CFR Part 16.30 through 16.34). In
the latter case, the FBI forwards the challenge
to the agency that submitted the data and
requests that agency to verify or correct the
challenged entry. Upon receipt of an Official
communication directly from the agency that
contributed the original information, the FBI
Identification Division makes any changes
necessary in accordance with the information
supplied by that agency. The Licensee must
provide at least ten (10) days for an
individual to initiate an action challenging
the results of an FBI identification and
criminal history records check after the
record is made available for his/her review.
The Licensee may make a final unescorted
access to certain radioactive material
determination based upon the criminal
history record only upon receipt of the FBI’s
ultimate confirmation or correction of the
record. Upon a final adverse determination
on unescorted access to certain radioactive
material, the Licensee shall provide the
individual its documented basis for denial.
Unescorted access to certain radioactive
material shall not be granted to an individual
during the review process.
rmajette on DSK2VPTVN1PROD with NOTICES
E. Protection of Information
1. Each Licensee who obtains a criminal
history record on an individual pursuant to
this Order shall establish and maintain a
system of files and procedures for protecting
the record and the personal information from
unauthorized disclosure.
2. The Licensee may not disclose the
record or personal information collected and
maintained to persons other than the subject
individual, his/her representative, or to those
who have a need to access the information
in performing assigned duties in the process
of determining whether to verify the
individual for unescorted access to certain
radioactive material. No individual
authorized to have access to the information
may re-disseminate the information to any
other individual who does not have a needto-know.
3. The personal information obtained on an
individual from a criminal history record
check may be transferred to another Licensee
if the Licensee holding the criminal history
record check receives the individual’s
written request to re-disseminate the
information contained in his/her file, and the
gaining Licensee verifies information such as
the individual’s name, date of birth, social
security number, sex, and other applicable
physical characteristics for identification
purposes.
4. The Licensee shall make criminal
history records, obtained under this section,
available for examination by an authorized
representative of the NRC to determine
compliance with the regulations and laws.
5. The Licensee shall retain all fingerprints
and criminal history records from the FBI, or
a copy if the individual’s file has been
transferred:
a. For three (3) years after the individual
no longer requires unescorted access, or
b. for three (3) years after unescorted access
to certain radioactive material was denied.
After the required three (3) year period,
these documents shall be destroyed by a
VerDate Sep<11>2014
13:37 Nov 19, 2014
Jkt 235001
method that will prevent reconstruction of
the information in whole or in part.
[FR Doc. 2014–27515 Filed 11–19–14; 8:45 am]
BILLING CODE 7590–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73594; File No. SR–BATS–
2014–055]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing of a
Proposed Rule Change, and
Amendment No. 1 Thereto, To
Establish a New Market Data Product
Called the BATS One Feed
November 14, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
30, 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 and II
below, which Items have been prepared
by the Exchange. On November 13,
2014, the Exchange filed Amendment
No. 1 to the proposed rule change. The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, 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
establish a new market data product
called the BATS One Feed.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.directedge.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.
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00047
Fmt 4703
Sfmt 4703
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to establish a
new market data product called the
BATS One Feed. As described more
fully below, the BATS One Feed is a
data feed that will disseminate, on a
real-time basis, the aggregate best bid
and offer (‘‘BBO’’) of all displayed
orders for securities traded on BATS
and its affiliated exchanges 3
(collectively, the ‘‘BATS Exchanges’’)
and for which the BATS Exchanges
report quotes under the Consolidated
Tape Association (‘‘CTA’’) Plan or the
Nasdaq/UTP Plan.4 The BATS One Feed
will also contain the individual last sale
information for BATS and each of its
affiliated exchanges. In addition, the
BATS One Feed will contain optional
functionality which will enable
recipients to elect to receive aggregated
two-sided quotations from the BATS
Exchanges for up to five (5) price levels.
The BATS One Feed offers market
data vendors and purchasers a suitable
alternative to the use of consolidated
data where consolidated data are not
required to be purchased or displayed.
The Exchange proposes to offer the
BATS One Feed voluntarily in response
to demand from vendors, and
subscribers that are interested in
receiving the aggregate BBO and last
sale information from the BATS
Exchanges as part of a single data feed.
Specifically, BATS One can be used by
industry professionals and retail
investors looking for a cost effective,
easy-to-administer, high quality market
data product with the characteristics of
the BATS One Feed.
The Exchange believes that the BATS
One Feed would provide high-quality,
comprehensive last sale and BBO data
for the BATS Exchanges in a unified
3 The Exchange’s affiliated exchanges are EDGA
Exchange, Inc. (‘‘EDGA’’), EDGX Exchange, Inc.
(‘‘EDGX’’), and BATS Y-Exchange, Inc. (‘‘BYX’’). On
January 31, 2014, Direct Edge Holdings LLC (‘‘DE
Holdings’’), the former parent company of the
Exchange and EDGA, completed its business
combination with BATS Global Markets, Inc., the
parent company of BATS and BYX. See Securities
Exchange Act Release No. 71449 (January 30, 2014),
79 FR 6961 (February 5, 2014) (SR–EDGX–2013–
43). Upon completion of the business combination,
DE Holdings and BATS Global Markets, Inc. each
became intermediate holding companies, held
under a single new holding company. The new
holding company, formerly named ‘‘BATS Global
Markets Holdings, Inc.,’’ changed its name to
‘‘BATS Global Markets, Inc.’’
4 The Exchange understands that each of the
BATS Exchanges will separately file substantially
similar proposed rule changes with the Commission
to implement the BATS One Feed and its related
fees.
E:\FR\FM\20NON1.SGM
20NON1
Federal Register / Vol. 79, No. 224 / Thursday, November 20, 2014 / Notices
view and respond to subscriber demand
for such a product. The Exchange notes
that an anticipated end user might use
the BATS One Feed for purposes of
identifying an indicative price of Tape
A, B, and C securities through
leveraging the depth and breadth of
BATS Exchanges without having to
purchase consolidated data and thus it
would not be a latency-sensitive
product. The Exchange does not
anticipate that an end user would, or
could, use the BATS One Feed data for
purposes of making order-routing or
trading decisions. Rather, the Exchange
notes that under Rule 603 of Regulation
NMS, the BATS One Feed could not be
substituted for consolidated data in all
instances in which consolidated data is
used and certain subscribers would still
be required to purchase consolidated
data for trading and order-routing
purposes.5
Finally, the proposed BATS One Feed
would provide investors with new
options for receiving market data and
compete with similar market data
products proposed by the New York
Stock Exchange, Inc. (‘‘NYSE’’) and
those currently offered by the Nasdaq
Stock Market LLC (‘‘Nasdaq’’).6 The
provision of new options for investors to
receive market data was a primary goal
of the market data amendments adopted
by Regulation NMS.7
Description of the BATS One Feed
The BATS One Feed will contain the
aggregate BBO of the BATS Exchanges
for all securities that are traded on the
BATS Exchanges and for which the
BATS Exchanges report quotes under
the CTA Plan or the Nasdaq/UTP Plan.
The aggregate BBO would include the
total size of all orders at the BBO
5 17
CFR 242.603(c).
Nasdaq Basic, https://
www.nasdaqtrader.com/
Trader.aspx?id=nasdaqbasic (last visited May 29,
2014) (data feed offering the BBO and Last Sale
information for all U.S. exchange-listed securities
based on liquidity within the Nasdaq market center,
as well as trades reported to the FINRA/Nasdaq
Trade Reporting Facility (‘‘TRF’’)); Nasdaq NLS
Plus, https://www.nasdaqtrader.com/
Trader.aspx?id=NLSplus (last visited July 8, 2014)
(data feed providing last sale data as well as
consolidated volume from the following Nasdaq
OMX markets for U.S. exchange-listed securities:
Nasdaq, FINRA/Nasdaq TRF, Nasdaq OMX BX, and
Nasdaq OMX PSX); Securities Exchange Act
Release No. 72750 (August 4, 2014), 79 FR 46494
(August 8, 2014) (SR–NYSE–2014–40) (Notice of
Filing of Proposed Rule Change Establishing the
NYSE Best Quote & Trades (‘‘BQT’’) Data Feed);
https://www.nyxdata.com/Data-Products/NYSEBest-Quote-and-Trades (last visited May 27, 2014)
(data feed providing unified view of BBO and last
sale information for the NYSE, NYSE Arca, and
NYSE MKT).
7 See Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496, at 37503 (June 29,
2005) (Regulation NMS Adopting Release).
rmajette on DSK2VPTVN1PROD with NOTICES
6 See
VerDate Sep<11>2014
13:37 Nov 19, 2014
Jkt 235001
available on all BATS Exchanges.8 The
BATS One Feed would also disseminate
last sale information for each of the
individual BATS Exchanges
(collectively with the aggregate BBO, the
‘‘BATS One Summary Feed’’). The last
sale information will include the price,
size, time of execution, and individual
BATS Exchange on which the trade was
executed. The last sale message will also
include the cumulative number of
shares executed on all BATS Exchanges
for that trading day. The Exchange will
disseminate the aggregate BBO of the
BATS Exchanges and last sale
information through the BATS One
Feed no earlier than each individual
BATS Exchange provides its BBO and
last sale information to the processors
under the CTA Plan or the Nasdaq/UTP
Plan.
The BATS One Feed would also
consist of Symbol Summary, Market
Status, Retail Liquidity Identifier on
behalf of BYX, Trading Status, and
Trade Break messages. The Symbol
Summary message will include the total
executed volume across all BATS
Exchanges. The Market Status message
is disseminated to reflect a change in
the status of one of the BATS
Exchanges. For example, the Market
Status message will indicate whether
one of the BATS Exchanges is
experiencing a systems issue or
disruption and quotation or trade
information from that market is not
currently being disseminated via the
BATS One Feed as part of the
aggregated BBO. The Market Status
message will also indicate where BATS
Exchange is no longer experiencing a
systems issue or disruption to properly
reflect the status of the aggregated BBO.
The Retail Liquidity Identifier
indicator message will be disseminated
via the BATS One Feed on behalf of the
BYX only pursuant to BYX’s Retail Price
Improvement (‘‘RPI’’) Program.9 The
Retail Liquidity Identifier indicates
when RPI interest priced at least $0.001
better than BYX’s Protected Bid or
Protected Offer for a particular security
is available in the System. The
8 The Exchange notes that quotations of odd lot
size, which is generally less than 100 shares, are
included in the total size of all orders at a particular
price level in the BATS One Feed but are currently
not reported by the BATS Exchanges to the
consolidated tape.
9 For a description of BYX’s RPI Program, see
BYX Rule 11.24. See also Securities Exchange Act
Release No. 68303 (November 27, 2012), 77 FR
71652 (December 3, 2012) (SR–BYX–2012–019)
(Order Granting Approval of Proposed Rule Change,
as Modified by Amendment No. 2, to Adopt a Retail
Price Improvement Program); Securities Exchange
Act Release No. 67734 (August 27, 2012), 77 FR
53242 (August 31, 2012) (SR–BYX–2019–019)
(Notice of Filing of Proposed Rule Change to Adopt
a Retail Price Improvement Program).
PO 00000
Frm 00048
Fmt 4703
Sfmt 4703
69143
Exchange proposes to disseminate the
Retail Liquidity Indicator via the BATS
One Feed in the same manner as it is
currently disseminated through
consolidated data streams (i.e., pursuant
to the Consolidated Tape Association
Plan/Consolidated Quotation Plan, or
CTA/CQ, for Tape A and Tape B
securities, and the Nasdaq UTP Plan for
Tape C securities) as well as through
proprietary BYX data feeds. The Retail
Liquidity Identifier will reflect the
symbol and the side (buy or sell) of the
RPI interest, but does not include the
price or size of the RPI interest. In
particular, like CQ and UTP quoting
outputs, the BATS One Feed will
include a field for codes related to the
Retail Price Improvement Identifier. The
codes indicate RPI interest that is priced
better than BYX’s Protected Bid or
Protected Offer by at least the minimum
level of price improvement as required
by the Program.
The Trade Break message will
indicate when an execution on a BATS
Exchange is broken in accordance with
the individual BATS Exchange’s rules.10
The Trading Status message will
indicate the current trading status of a
security on each individual BATS
Exchange. For example, a Trading
Status message will be sent when a
short sale price restriction is in effect
pursuant to Rule 201 of Regulation SHO
(‘‘Short Sale Circuit Breaker’’),11 or the
security is subject to a trading halt,
suspension or pause declared by the
listing market. A Trading Status
message will be sent whenever a
security’s trading status changes.
Optional Aggregate Depth of Book.
The BATS One Feed will also contain
optional functionality which will enable
recipients to receive two-sided
quotations from the BATS Exchanges for
five (5) price levels for all securities that
are traded on the BATS Exchanges in
addition to the BATS One Summary
Feed (‘‘BATS One Premium Feed’’). For
each price level on one of the BATS
Exchanges, the BATS One Premium
Feed option of the BATS One Feed will
include a two-sided quote and the
number of shares available to buy and
sell at that particular price level.12
Implementation Date
The Exchange anticipates making
available the BATS One feed as soon as
10 See, e.g., Exchange and EDGA Rule 11.13,
Clearly Erroneous Executions, and BATS and BYX
Rule 11.17, Clearly Erroneous Executions.
11 17 CFR 242.200(g); 17 CFR 242.201
12 Recipients who do not elect to receive the
BATS One Premium Feed will receive the aggregate
BBO of the BATS Exchanges under the BATS
Summary Feed, which, unlike the BATS Premium
Feed, would not delineate the size available at the
BBO on each individual BATS Exchange.
E:\FR\FM\20NON1.SGM
20NON1
69144
Federal Register / Vol. 79, No. 224 / Thursday, November 20, 2014 / Notices
practicable after approval of the
proposed rule change by the
Commission and the effectiveness of a
rule filing to establish the fees for BATS
One.13
rmajette on DSK2VPTVN1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed BATS One Feed is consistent
with Section 6(b) of the Act,14 in
general, and furthers the objectives of
Section 6(b)(5) of the Act,15 in
particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and to
protect investors and the public interest,
and that it is not designed to permit
unfair discrimination among customers,
brokers, or dealers. This proposal is in
keeping with those principles in that it
promotes increased transparency
through the dissemination of the BATS
One Feed. The Exchange also believes
this proposal is consistent with Section
6(b)(5) of the Act because it protects
investors and the public interest and
promotes just and equitable principles
of trade by providing investors with
new options for receiving market data as
requested by market data vendors and
purchasers that expressed an interest in
exchange-only data for instances where
consolidated data is no longer required
to be purchased and displayed. The
proposed rule change would benefit
investors by facilitating their prompt
access to real-time last sale information
and best-bid-and-offer information
contained in the BATS One Feed.
The Exchange also believes that the
proposed rule change is consistent with
Section 11(A) of the Act 16 in that it
supports (i) fair competition among
brokers and dealers, among exchange
markets, and between exchange markets
and markets other than exchange
markets and (ii) the availability to
brokers, dealers, and investors of
information with respect to quotations
for and transactions in securities.
Furthermore, the proposed rule change
is consistent with Rule 603 of
Regulation NMS,17 which provides that
any national securities exchange that
distributes information with respect to
quotations for or transactions in an NMS
stock do so on terms that are not
unreasonably discriminatory.
13 The Exchange intends to file a separate
proposal establishing the fees for BATS One.
14 15 U.S.C. 78f.
15 15 U.S.C. 78f(b)(5).
16 15 U.S.C. 78k–1.
17 See 17 CFR 242.603.
VerDate Sep<11>2014
13:37 Nov 19, 2014
Jkt 235001
In adopting Regulation NMS, the
Commission granted self-regulatory
organizations and broker-dealers
increased authority and flexibility to
offer new and unique market data to
consumers of such data. It was believed
that this authority would expand the
amount of data available to users and
consumers of such data and also spur
innovation and competition for the
provision of market data. The Exchange
believes that the data products proposed
herein are precisely the sort of market
data products that the Commission
envisioned when it adopted Regulation
NMS. The Commission concluded that
Regulation NMS—by lessening
regulation of the market in proprietary
data—would itself further the Act’s
goals of facilitating efficiency and
competition:
[E]fficiency is promoted when broker-dealers
who do not need the data beyond the prices,
sizes, market center identifications of the
NBBO and consolidated last sale information
are not required to receive (and pay for) such
data. The Commission also believes that
efficiency is promoted when broker-dealers
may choose to receive (and pay for)
additional market data based on their own
internal analysis of the need for such data.18
By removing ‘‘unnecessary regulatory
restrictions’’ on the ability of exchanges
to sell their own data, Regulation NMS
advanced the goals of the Act and the
principles reflected in its legislative
history.
If the free market should determine
whether proprietary data is sold to
broker-dealers at all, it follows that the
price at which such data is sold should
be set by the market as well. The BATS
One Feed is precisely the sort of market
data product that the Commission
envisioned when it adopted Regulation
NMS.
The BATS One Feed would be
distributed and purchased on a
voluntary basis, in that neither the
BATS Exchanges nor market data
distributors are required by any rule or
regulation to make this data available.
Accordingly, distributors and users can
discontinue use at any time and for any
reason, including due to an assessment
of the reasonableness of fees charged.
The Exchange believes that the
proposed BATS One Feed will offer an
alternative to the use of consolidated
data products and proprietary data
products offered by the NYSE and
Nasdaq. Nasdaq Basic is a product that
includes two feeds, QBBO, which
provides BBO information for all U.S.
exchange-listed securities on Nasdaq
and NLS Plus, which provides last sale
18 See Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496 (June 29, 2005) (File
No. S7–10–04).
PO 00000
Frm 00049
Fmt 4703
Sfmt 4703
data as well as consolidated volume
from the following Nasdaq OMX
markets for U.S. exchange-listed
securities: Nasdaq, FINRA/Nasdaq
TRF,19 Nasdaq OMX BX, and Nasdaq
OMX PSX.20 According to Nasdaq,
seven vendors and more than 1,000
firms subscribe to Nasdaq Basic,
including 9 out of 10 of the largest
banks.21
Likewise, the NYSE has proposed
NYSE BQT, which would include the
BBO and last sale information for the
NYSE, NYSE Arca, and NYSE MKT.22
The Exchange believes the BATS One
Feed will offer a competitive alternative
to the existing Nasdaq Basic product
and the proposed NYSE product.
In addition, the proposal would not
permit unfair discrimination because
the product will be available to all of the
Exchange’s customers and market data
vendors on an equivalent basis. In
addition, any customer that wishes to
purchase one or more of the individual
data feeds offered by the BATS
Exchanges would be able to do so.
In addition, the Exchange does not
believe that the proposal would permit
unfair discrimination among customers,
brokers, or dealers and thus is
consistent with the Act because the
Exchange will be offering the product
on terms that a competing vendor could
offer a competing product. Specifically,
the proposed data feed does not
represent Exchange core data, but rather
a new product that represents an
aggregation and consolidation of
existing, previously filed individual
market data products of the BATS
Exchanges. As such, a competing
vendor could similarly obtain the
19 See Nasdaq Basic, https://
www.nasdaqtrader.com/
Trader.aspx?id=nasdaqbasic (last visited May 29,
2014) (data feed offering the BBO and Last Sale
information for all U.S. exchange-listed securities
based on liquidity within the Nasdaq market center,
as well as trades reported to the FINRA/Nasdaq
TRF).
20 See Nasdaq NLS Plus, https://
www.nasdaqtrader.com/Trader.aspx?id=NLSplus
(last visited July 8, 2014) (data feed providing last
sale data as well as consolidated volume from the
following Nasdaq OMX markets for U.S. exchangelisted securities: Nasdaq, FINRA/Nasdaq TRF,
Nasdaq OMX BX, and Nasdaq OMX PSX).
21 See Nasdaq Basic, Doing More with Less,
available at https://www.brainshark.com/
nasdaqomx/
vu?pi=zG8z33O6ozAgBpz0&tx=preview&preview=1
and https://www.nasdaqtrader.com/
Trader.aspx?id=nasdaqbasic#vendors.
22 See Securities Exchange Act Release No. 72750
(August 4, 2014), 79 FR 46494 (August 8, 2014)
(SR–NYSE–2014–40) (Notice of Filing of Proposed
Rule Change Establishing the NYSE BQT Data
Feed); https://www.nyxdata.com/Data-Products/
NYSE-Best-Quote-and-Trades (last visited May 27,
2014) (data feed providing unified view of BBO and
last sale information for the NYSE, NYSE Arca, and
NYSE MKT).
E:\FR\FM\20NON1.SGM
20NON1
rmajette on DSK2VPTVN1PROD with NOTICES
Federal Register / Vol. 79, No. 224 / Thursday, November 20, 2014 / Notices
underlying data feeds and perform a
similar aggregation and consolidation
function to create the same data product
with the same latency and cost as the
Exchange.
The Exchange has taken into
consideration its affiliated relationship
with EDGA, EDGX, and BATS in its
design of the BATS One Feed to assure
that vendors would be able to offer a
similar product on the same terms as the
Exchange, both from the perspective of
latency and cost. As discussed above,
the Exchange proposes to offer the
BATS One Feed voluntarily in response
to demand from vendors, and
subscribers that are interested in
receiving the aggregate BBO and last
sale information from the BATS
Exchanges as part of a single data feed.
Specifically, BATS One can be used by
industry professionals and retail
investors looking for a cost effective,
easy-to-administer, high quality market
data product with the characteristics of
the BATS One Feed. The BATS One
Feed would help protect a free and open
market by providing vendors and
subscribers additional choices in
receiving this type of market data, thus
promoting competition and innovation.
With respect to latency, the path for
distribution by the Exchange of BATS
One Feed would not be faster than a
vendor that independently created a
BATS One-like product could distribute
its own product. As such, the proposed
BATS One data feed is a data product
that a competing vendor could create
and sell without being in a
disadvantaged position relative to the
Exchange. In recognition that the
Exchange is the source of its own
market data and is affiliated with EDGX,
EDGA and BATS, the Exchange
represents that the source of the market
data it would use to create the proposed
BATS One Feed is available to other
vendors. Specifically, the Exchange
would use the following data feeds to
create the proposed BATS One Feed,
each of which is available to other
vendors: the EdgeBook Depth feed for
EDGX, the EdgeBook Depth feed for
EDGA, the BYX PITCH Feed, and the
BATS PITCH Feed. The BATS
Exchanges will continue to make
available these individual underlying
feeds, and thus, the source of the market
data it would use to create the proposed
BATS One feed is the same as the
source available to other vendors.
In order to create the BATS One Feed,
the Exchange will receive the individual
data feeds from each BATS Exchange
and, in turn, aggregate and summarize
that data to create the BATS One Feed.
This is the same process a competing
vendor would undergo should it create
VerDate Sep<11>2014
13:37 Nov 19, 2014
Jkt 235001
a market data product similar to the
BATS One Feed to distribute to its end
users. In addition, the servers of most
competing vendors are likely located in
the same facilities as the Exchange, and,
therefore, should receive the individual
data feed from each BATS Exchange on
or about the same time the Exchange
would for it to create the BATS One
Feed. Therefore, a competing vendor
that is located in the same facilities as
the Exchange could obtain the
underlying data feeds from the BATS
Exchanges on the same latency basis as
the system that would be performing the
aggregation and consolidation of the
proposed BATS One Feed and provide
the same type of product to its
customers with the same latency they
could achieve by purchasing the BATS
One Feed from the Exchange. As such,
the Exchange would not have any unfair
advantage over competing vendors with
respect to obtaining data from the
individual BATS Exchanges, in fact, the
technology supporting the BATS One
Feed would similarly need to obtain the
Exchange’s data feed as well and even
this connection would be on a level
playing field with a competing vendor
located at the same facility as the
Exchange. The Exchange has designed
the BATS One data feed so that it would
not have a competitive advantage over
a competing vendor with respect to the
speed of access to those underlying data
feeds. Likewise, the BATS One data feed
would not have a speed advantage vis`
a-vis competing vendors located in the
same data center as the Exchange with
respect to access to end user customers,
whether those end users are also located
in the same data center or not.
With regard to cost, the Exchange will
file a separate rule filing with the
Commission to establish fees for BATS
One which would be designed to ensure
that vendors could compete with the
Exchange by creating a similar product
as the BATS One Feed. The pricing the
Exchange would charge for the BATS
One Feed would not be lower than the
cost to a vendor of receiving the
underlying data feeds and of
maintaining servers in the same facility
as the Exchange to receive the data feeds
with no greater latency than the
Exchange. The pricing the Exchange
would charge clients for the BATS One
Feed compared to the cost of the
individual data feeds from the BATS
Exchanges would enable a vendor to
receive the underlying data feeds and
offer a similar product on a competitive
basis and with no greater latency than
the Exchange. The Distribution Fees that
the Exchange intends to propose for the
BATS One Feed would be equal to the
PO 00000
Frm 00050
Fmt 4703
Sfmt 4703
69145
combined fee of subscribing to each
individual data feed,23 therefore,
enabling a vendor to create a competing
product based on the individual data
feeds and charge its clients a fee that it
believes reflects the value of the
aggregation and consolidation function
that is competitive with BATS One Feed
pricing. The Exchanges believes that the
incremental cost to a particular vendor
for aggregation can be supported by the
vendor’s revenue opportunity and may
be inconsequential if such vendor
already has systems in place to perform
these functions as part of creating its
proprietary market data products and is
able to allocate these costs over
numerous products and customer
relationships. For these reasons, the
Exchange believes that vendors could
readily offer a product similar to the
BATS One Feed on a competitive basis
at a similar cost.
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.
Because other exchanges already offer
similar products,24 the Exchange’s
proposed BATS One Feed will enhance
competition. Specifically, the BATS
One Feed was developed to compete
with similar market data products
offered by Nasdaq and proposed by the
NYSE.25 The BATS One Feed will foster
competition by providing an alternative
market data product to those offered by
Nasdaq and the NYSE. This proposed
new data feed provides investors with
new options for receiving market data,
which was a primary goal of the market
data amendments adopted by
Regulation NMS.26
The proposed BATS One Feed would
enhance competition by offering a
market data product that is designed to
compete directly with similar products
offered by the NYSE and Nasdaq.
Nasdaq Basic is a product that includes
two feeds, QBBO, which provides BBO
information for all U.S. exchange-listed
securities on Nasdaq and NLS Plus,
which provides last sale data as well as
23 The combined external distribution fee for the
individual data feeds of the BATS Exchanges is
$12,500.00 per month. The monthly external
distribution fee is $2,500 per month for the
EdgeBook Depth feed for the Exchange, $2,500 per
month for the EdgeBook Depth feed for EDGA,
$2,500 for the BYX PITCH Feed, and $5,000 for the
BATS PITCH Feed.
24 See supra note 6.
25 Id.
26 See Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496, at 37503 (June 29,
2005) (Regulation NMS Adopting Release).
E:\FR\FM\20NON1.SGM
20NON1
69146
Federal Register / Vol. 79, No. 224 / Thursday, November 20, 2014 / Notices
rmajette on DSK2VPTVN1PROD with NOTICES
consolidated volume from the following
Nasdaq OMX markets for U.S. exchangelisted securities: Nasdaq, FINRA/Nasdaq
TRF,27 Nasdaq OMX BX, and Nasdaq
OMX PSX.28 Likewise, NYSE BQT
includes BBO and last sale information
for the NYSE, NYSE Arca, and NYSE
MKT.29 As a result, Nasdaq Basic and
NYSE BQT comprise a significant view
of the market on any given day and both
include data from multiple trading
venues. As the BATS Exchanges are
consistently one of the top exchange
operators by market share for U.S.
equities trading, excluding opening and
closing auction volume, the data
included within the BATS One Feed
will provide investors with an
alternative to Nasdaq Basic and NYSE
BQT and a new option for obtaining a
broad market view, consistent with the
primary goal of the market data
amendments adopted by Regulation
NMS.30
The Exchange believes the BATS One
Feed will further enhance competition
by providing External Distributors with
a data feed that allows them to more
quickly and efficiently integrate into
their existing products. Today,
Distributors subscribe to various market
data products offered by single
exchanges and resell that data, either
separately or in the aggregate, to their
subscribers as part of the their own
market data offerings. Distributors may
incur administrative costs when
consolidating and augmenting the data
to meet their subscriber’s need.
Consequently, many External
Distributors will simply choose to not
take the data because of the effort and
cost required to aggregate data from
separate feeds into their existing
products. Those same Distributors have
expressed interest in the BATS One
27 See Nasdaq Basic, https://
www.nasdaqtrader.com/
Trader.aspx?id=nasdaqbasic (last visited May 29,
2014) (data feed offering the BBO and Last Sale
information for all U.S. exchange-listed securities
based on liquidity within the Nasdaq market center,
as well as trades reported to the FINRA/Nasdaq
TRF).
28 See Nasdaq NLS Plus, https://
www.nasdaqtrader.com/Trader.aspx?id=NLSplus
(last visited July 8, 2014) (data feed providing last
sale data as well as consolidated volume from the
following Nasdaq OMX markets for U.S. exchangelisted securities: Nasdaq, FINRA/Nasdaq TRF,
Nasdaq OMX BX, and Nasdaq OMX PSX).
29 See Securities Exchange Act Release No. 72750
(August 4, 2014), 79 FR 46494 (August 8, 2014)
(SR–NYSE–2014–40) (Notice of Filing of Proposed
Rule Change Establishing the NYSE BQT Data
Feed); https://www.nyxdata.com/Data-Products/
NYSE-Best-Quote-and-Trades (last visited May 27,
2014) (data feed providing unified view of BBO and
last sale information for the NYSE, NYSE Arca, and
NYSE MKT).
30 See Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496, at 37503 (June 29,
2005) (Regulation NMS Adopting Release).
VerDate Sep<11>2014
13:37 Nov 19, 2014
Jkt 235001
Feed so that they may easily incorporate
aggregated or summarized BATS
Exchange data into their own products
without themselves incurring the costs
of the repackaging and aggregating the
data it would receive by subscribing to
each market data product offered by the
individual BATS Exchanges. The
Exchange, therefore, believes that by
providing market data that encompasses
combined data from affiliated
exchanges, the Exchange enables certain
External Distributors with the ability to
compete in the provision of similar
content with other External Distributors,
where they may not have done so
previously if they were required to
subscribe to the depth-of-book feeds
from each individual BATS Exchange.
Although the Exchange considers the
acceptance of the BATS One Feed by
External Distributors as important to the
success of the product, depending on
their needs, External Distributors may
choose not to subscribe to the BATS
One Feed and may rather receive the
BATS Exchange individual market data
products and incorporate them into
their specific market data products. For
example, the BATS Premium Feed
provides depth-of-book information for
up to five price levels while each of the
BATS Exchange’s individual data feeds
offer complete depth-of-book and are
not limited to five price levels.31 Those
subscribers who wish to view the
complete depth-of-book from each
individual BATS Exchange may prefer
to subscribe to one or all of individual
BATS Exchange depth-of-book data
feeds instead of the BATS One Feed.
The BATS One Feed simply provides
another option for Distributors to choose
from when selecting a product that
meets their market data needs.
Subscribers who seek a broader market
view but do not need complete depthof- book may select the BATS One Feed
while subscribers that seek the complete
depth-of-book information may
subscribe to the depth-of-book feeds of
each individual BATS Exchanges.
Exchange Not the Exclusive
Distributor of BATS One. Although the
BATS Exchanges are the exclusive
distributors of the individual data feeds
from which certain data elements would
be taken to create the BATS One Feed,
the Exchange would not be the
exclusive distributor of the aggregated
and consolidated information that
would compose the proposed BATS
One Feed. Vendors would be able, if
they chose, to create a data feed with the
31 See EDGA Rule 13.8, EDGX Rule 13.8, BZX
Rule 11.22(a) and (c), and BYX Rule 11.22 (a) and
(c) for a description of the depth of book feeds
offered by each of the BATS Exchanges.
PO 00000
Frm 00051
Fmt 4703
Sfmt 4703
same information as the BATS One Feed
and distribute it to their clients on a
level-playing field with respect to
latency and cost as compared to the
Exchange’s proposed BATS One Feed.
The pricing the Exchange would charge
for the BATS One Feed would not be
lower than the cost to a vendor of
receiving the underlying data feeds and
of maintaining servers in the same
facility as the Exchange to receive the
data feeds with no greater latency than
the Exchange. In addition, the pricing
the Exchange would charge clients for
the BATS One Feed compared to the
cost of the individual data feeds from
the BATS Exchanges would enable a
vendor to receive the underlying data
feeds and offer a similar product on a
competitive basis and with no greater
latency than the Exchange.
Latency. The BATS One Feed is not
intended to compete with similar
products offered by External
Distributors. Rather, it is intended to
assist External Distributors in
incorporating aggregated and
summarized data from the BATS
Exchanges into their own market data
products that are provided to the end
user. Therefore, Distributors will receive
the data, who will, in turn, make
available BATS One Feed to their end
users, either separately or as
incorporated into the various market
data products they provide. As stated
above, Distributors have expressed a
desire for a product like the BATS One
Feed so that they may easily incorporate
aggregated or summarized BATS
Exchange data into their own products
without themselves incurring the
administrative costs of repackaging and
aggregating the data it would receive by
subscribing to each market data product
offered by the individual BATS
Exchanges.
Notwithstanding the above, the
Exchange believes that External
Distributors may create a product
similar to BATS One Feed based on the
market data products offered by the
individual BATS Exchanges with no
greater latency than the Exchange. As
discussed above, in order to create the
BATS One Feed, the Exchange will
receive the individual data feeds from
each BATS Exchange and, in turn,
aggregate and summarize that data to
create the BATS One Feed. This is the
same process an External Distributor
would undergo should it create a market
data product similar to the BATS One
Feed to distribute to its end users. In
addition, the servers of most External
Distributors are likely located in the
same facilities as the Exchange, and,
therefore, should receive the individual
data feed from each BATS Exchange on
E:\FR\FM\20NON1.SGM
20NON1
rmajette on DSK2VPTVN1PROD with NOTICES
Federal Register / Vol. 79, No. 224 / Thursday, November 20, 2014 / Notices
or about the same time the Exchange
would for it to create the BATS One
Feed.
The Exchange has designed the BATS
One data feed so that it would not have
a competitive advantage over a
competing vendor with respect to the
speed of access to those underlying data
feeds. Likewise, the BATS One data feed
would not have a speed advantage vis`
a-vis competing vendors located in the
same data center as the Exchange with
respect to access to end user customers,
whether those end users are also located
in the same data center or not.
Therefore, the Exchange believes that it
will not incur any potential latency
advantage that will result in any burden
on competition that is not necessary or
appropriate in furtherance of the
purposes of the Act.
Cost. With regard to cost, the
Exchange will file a separate rule filing
with the Commission to establish fees
for BATS One that would be designed
to ensure that vendors could compete
with the Exchange by creating a similar
product as the BATS One Feed. The
pricing the Exchange would charge
clients for the BATS One Feed
compared to the cost of the individual
data feeds from the BATS Exchanges
would enable a vendor to receive the
underlying data feeds and offer a similar
product on a competitive basis and with
no greater latency than the Exchange.
The Distribution Fees that the Exchange
proposes for the BATS One Feed are
equal to the combined fee of subscribing
to each individual data feed,32 therefore,
enabling a vendor to create a competing
product based on the individual data
feeds and charge its clients a fee that it
believes reflects the value of the
aggregation and consolidation function
that is competitive with BATS One Feed
pricing. The Exchanges believes that the
incremental cost to a particular vendor
for aggregation can be supported by the
vendor’s revenue opportunity and may
be inconsequential if such vendor
already has systems in place to perform
these functions as part of creating its
proprietary market data products and is
able to allocate these costs over
numerous products and customer
relationships. For these reasons, the
Exchange believes that vendors could
readily offer a product similar to the
BATS One Feed on a competitive basis
at a similar cost.
32 See
supra note 22.
VerDate Sep<11>2014
13:37 Nov 19, 2014
Jkt 235001
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
A similar proposed rule change was
initially filed with the Commission on
July 18, 2014 and published for
comment in the Federal Register on
August 1, 2014.33 The Commission
received no comment letters in response
to that proposed rule change. However,
three letters were submitted to the
Commission commenting on a
companion BATS and EDGA filings that
propose to offer the same feed.34 On
September 15, 2014, the Commission
extended its review period until October
30, 2014.35 On October 29, 2014, the
Exchange withdrew the initial proposed
rule change. The points raised by the
Themis Letter and Shatto Letter are
either not responsive to the issues raised
in the proposal or aimed at existing
elements of U.S. market structure that
have been previously approved by the
Commission.
The thrust of the SIFMA Letter is
aimed at the proposed fees which are
being removed from this proposed rule
change and are to be filed with the
Commission via a separate rule filing.
While the SIFMA Letter correctly states
that the Exchange has marketed the
BATS One Feed since August 1, 2014,
the SIFMA Letter incorrectly asserts that
the Exchange has offered the BATS One
Feed since that same date. All of the
Exchange’s marketing materials have
included statements that the BATS One
Feed’s implementation was pending to
SEC approval, and at no point has the
Exchange offered the BATS One product
for any use other than for testing and
certification.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
33 See Securities Exchange Act Release No. 72690
(July 28, 2014), 79 FR 44929 (August 1, 2014) (SR–
BYX–2014–011).
34 But see Letter from Sal Arnuk and Joe Saluzzi,
Themis Trading LLC, to Elizabeth M. Murphy,
Secretary, Commission, dated August 21, 2014 (SR–
BATS–2014–028) (‘‘Themis Letter’’); Letter from Ira
D. Hammerman, General Counsel, SIFMA, to Kevin
O’Neill, Deputy Secretary, Commission, dated
August 22, 2014 (SR–BATS–2014–028) (‘‘SIFMA
Letter’’) (letters commenting on companion BATS
filing that proposes to offer the same feed); and
Letter from Suzanne Hamlet Shatto to the
Commission, dated August 19, 2014 (SR–EDGA–
2014–16) (‘‘Shatto Letter’’) (letter commenting on
companion EDGA filing that proposes to offer the
same feed).
35 See Securities Exchange Act Release No. 73102
(September 15, 2014), 79 FR 56419 (September 19,
2014).
PO 00000
Frm 00052
Fmt 4703
Sfmt 4703
69147
up to 90 days of such date (i) as the
Commission may designate if it finds
such longer period to be appropriate
and publishes its reasons for so finding
or (ii) as to which the Exchange
consents, the Commission shall:
(A) By order approve or disapprove
such proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
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–2014–055 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–2014–055. 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 BATS. 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
E:\FR\FM\20NON1.SGM
20NON1
69148
Federal Register / Vol. 79, No. 224 / Thursday, November 20, 2014 / Notices
available publicly. All submissions
should refer to File Number SR–BATS–
2014–055 and should be submitted on
or before December 11, 2014].
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.36
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–27442 Filed 11–19–14; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–73596; File No. SR–EDGA–
2014–25]
Self-Regulatory Organizations; EDGA
Exchange, Inc.; Notice of Filing of a
Proposed Rule Change, and
Amendment No. 1 Thereto, To
Establish a New Market Data Product
Called the BATS One Feed
November 14, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
30, 2014, EDGA Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGA’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. On November 13,
2014, the Exchange filed Amendment
No. 1 to the proposed rule change. The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
rmajette on DSK2VPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
establish a new market data product
called the BATS One Feed.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.directedge.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
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
13:37 Nov 19, 2014
Jkt 235001
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
SECURITIES AND EXCHANGE
COMMISSION
36 17
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.
The Exchange proposes to establish a
new market data product called the
BATS One Feed. As described more
fully below, the BATS One Feed is a
data feed that will disseminate, on a
real-time basis, the aggregate best bid
and offer (‘‘BBO’’) of all displayed
orders for securities traded on EDGA
and its affiliated exchanges 3
(collectively, the ‘‘BATS Exchanges’’)
and for which the BATS Exchanges
report quotes under the Consolidated
Tape Association (‘‘CTA’’) Plan or the
Nasdaq/UTP Plan.4 The BATS One Feed
will also contain the individual last sale
information for EDGA and each of its
affiliated exchanges. In addition, the
BATS One Feed will contain optional
functionality which will enable
recipients to elect to receive aggregated
two-sided quotations from the BATS
Exchanges for up to five (5) price levels.
The BATS One Feed offers market
data vendors and purchasers a suitable
alternative to the use of consolidated
data where consolidated data are not
required to be purchased or displayed.
The Exchange proposes to offer the
BATS One Feed voluntarily in response
to demand from vendors, and
subscribers that are interested in
receiving the aggregate BBO and last
sale information from the BATS
Exchanges as part of a single data feed.
Specifically, BATS One can be used by
3 EDGA’s affiliated exchanges are EDGX
Exchange, Inc. (‘‘EDGX’’), BATS Exchange, Inc.
(‘‘BATS’’), and BATS Y-Exchange, Inc. (‘‘BYX’’). On
January 31, 2014, Direct Edge Holdings LLC (‘‘DE
Holdings’’), the former parent company of the
Exchange and EDGA, completed its business
combination with BATS Global Markets, Inc., the
parent company of BATS and BYX. See Securities
Exchange Act Release No. 71449 (January 30, 2014),
79 FR 6961 (February 5, 2014) (SR–EDGX–2013–
43). Upon completion of the business combination,
DE Holdings and BATS Global Markets, Inc. each
became intermediate holding companies, held
under a single new holding company. The new
holding company, formerly named ‘‘BATS Global
Markets Holdings, Inc.,’’ changed its name to
‘‘BATS Global Markets, Inc.’’
4 The Exchange understands that each of the
BATS Exchanges will separately file substantially
similar proposed rule changes with the Commission
to implement the BATS One Feed and its related
fees.
PO 00000
Frm 00053
Fmt 4703
Sfmt 4703
industry professionals and retail
investors looking for a cost effective,
easy-to-administer, high quality market
data product with the characteristics of
the BATS One Feed.
The Exchange believes that the BATS
One Feed would provide high-quality,
comprehensive last sale and BBO data
for the BATS Exchanges in a unified
view and respond to subscriber demand
for such a product. The Exchange notes
that an anticipated end user might use
the BATS One Feed for purposes of
identifying an indicative price of Tape
A, B, and C securities through
leveraging the depth and breadth of
BATS Exchanges without having to
purchase consolidated data and thus it
would not be a latency-sensitive
product. The Exchange does not
anticipate that an end user would, or
could, use the BATS One Feed data for
purposes of making order-routing or
trading decisions. Rather, the Exchange
notes that under Rule 603 of Regulation
NMS, the BATS One Feed could not be
substituted for consolidated data in all
instances in which consolidated data is
used and certain subscribers would still
be required to purchase consolidated
data for trading and order-routing
purposes.5
Finally, the proposed BATS One Feed
would provide investors with new
options for receiving market data and
compete with similar market data
products proposed by the New York
Stock Exchange, Inc. (‘‘NYSE’’) and
those currently offered by the Nasdaq
Stock Market LLC (‘‘Nasdaq’’).6 The
provision of new options for investors to
receive market data was a primary goal
of the market data amendments adopted
by Regulation NMS.7
5 17
CFR § 242.603(c).
Nasdaq Basic, https://
www.nasdaqtrader.com/
Trader.aspx?id=nasdaqbasic (last visited May 29,
2014) (data feed offering the BBO and Last Sale
information for all U.S. exchange-listed securities
based on liquidity within the Nasdaq market center,
as well as trades reported to the FINRA/Nasdaq
Trade Reporting Facility (‘‘TRF’’)); Nasdaq NLS
Plus, https://www.nasdaqtrader.com/
Trader.aspx?id=NLSplus (last visited July 8, 2014)
(data feed providing last sale data as well as
consolidated volume from the following Nasdaq
OMX markets for U.S. exchange-listed securities:
Nasdaq, FINRA/Nasdaq TRF, Nasdaq OMX BX, and
Nasdaq OMX PSX); Securities Exchange Act
Release No. 72750 (August 4, 2014), 79 FR 46494
(August 8, 2014) (SR–NYSE–2014–40) (Notice of
Filing of Proposed Rule Change Establishing the
NYSE Best Quote & Trades (‘‘BQT’’) Data Feed);
https://www.nyxdata.com/Data-Products/NYSEBest-Quote-and-Trades (last visited May 27, 2014)
(data feed providing unified view of BBO and last
sale information for the NYSE, NYSE Arca, and
NYSE MKT).
7 See Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496, at 37503 (June 29,
2005) (Regulation NMS Adopting Release).
6 See
E:\FR\FM\20NON1.SGM
20NON1
Agencies
[Federal Register Volume 79, Number 224 (Thursday, November 20, 2014)]
[Notices]
[Pages 69142-69148]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-27442]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73594; File No. SR-BATS-2014-055]
Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of
Filing of a Proposed Rule Change, and Amendment No. 1 Thereto, To
Establish a New Market Data Product Called the BATS One Feed
November 14, 2014.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on October 30, 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 and II below, which Items
have been prepared by the Exchange. On November 13, 2014, the Exchange
filed Amendment No. 1 to the proposed rule change. The Commission is
publishing this notice to solicit comments on the proposed rule change,
as amended, from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange filed a proposal to establish a new market data
product called the BATS One Feed.
The text of the proposed rule change is available at the Exchange's
Web site at https://www.directedge.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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to establish a new market data product called
the BATS One Feed. As described more fully below, the BATS One Feed is
a data feed that will disseminate, on a real-time basis, the aggregate
best bid and offer (``BBO'') of all displayed orders for securities
traded on BATS and its affiliated exchanges \3\ (collectively, the
``BATS Exchanges'') and for which the BATS Exchanges report quotes
under the Consolidated Tape Association (``CTA'') Plan or the Nasdaq/
UTP Plan.\4\ The BATS One Feed will also contain the individual last
sale information for BATS and each of its affiliated exchanges. In
addition, the BATS One Feed will contain optional functionality which
will enable recipients to elect to receive aggregated two-sided
quotations from the BATS Exchanges for up to five (5) price levels.
---------------------------------------------------------------------------
\3\ The Exchange's affiliated exchanges are EDGA Exchange, Inc.
(``EDGA''), EDGX Exchange, Inc. (``EDGX''), and BATS Y-Exchange,
Inc. (``BYX''). On January 31, 2014, Direct Edge Holdings LLC (``DE
Holdings''), the former parent company of the Exchange and EDGA,
completed its business combination with BATS Global Markets, Inc.,
the parent company of BATS and BYX. See Securities Exchange Act
Release No. 71449 (January 30, 2014), 79 FR 6961 (February 5, 2014)
(SR-EDGX-2013-43). Upon completion of the business combination, DE
Holdings and BATS Global Markets, Inc. each became intermediate
holding companies, held under a single new holding company. The new
holding company, formerly named ``BATS Global Markets Holdings,
Inc.,'' changed its name to ``BATS Global Markets, Inc.''
\4\ The Exchange understands that each of the BATS Exchanges
will separately file substantially similar proposed rule changes
with the Commission to implement the BATS One Feed and its related
fees.
---------------------------------------------------------------------------
The BATS One Feed offers market data vendors and purchasers a
suitable alternative to the use of consolidated data where consolidated
data are not required to be purchased or displayed. The Exchange
proposes to offer the BATS One Feed voluntarily in response to demand
from vendors, and subscribers that are interested in receiving the
aggregate BBO and last sale information from the BATS Exchanges as part
of a single data feed. Specifically, BATS One can be used by industry
professionals and retail investors looking for a cost effective, easy-
to-administer, high quality market data product with the
characteristics of the BATS One Feed.
The Exchange believes that the BATS One Feed would provide high-
quality, comprehensive last sale and BBO data for the BATS Exchanges in
a unified
[[Page 69143]]
view and respond to subscriber demand for such a product. The Exchange
notes that an anticipated end user might use the BATS One Feed for
purposes of identifying an indicative price of Tape A, B, and C
securities through leveraging the depth and breadth of BATS Exchanges
without having to purchase consolidated data and thus it would not be a
latency-sensitive product. The Exchange does not anticipate that an end
user would, or could, use the BATS One Feed data for purposes of making
order-routing or trading decisions. Rather, the Exchange notes that
under Rule 603 of Regulation NMS, the BATS One Feed could not be
substituted for consolidated data in all instances in which
consolidated data is used and certain subscribers would still be
required to purchase consolidated data for trading and order-routing
purposes.\5\
---------------------------------------------------------------------------
\5\ 17 CFR 242.603(c).
---------------------------------------------------------------------------
Finally, the proposed BATS One Feed would provide investors with
new options for receiving market data and compete with similar market
data products proposed by the New York Stock Exchange, Inc. (``NYSE'')
and those currently offered by the Nasdaq Stock Market LLC
(``Nasdaq'').\6\ The provision of new options for investors to receive
market data was a primary goal of the market data amendments adopted by
Regulation NMS.\7\
---------------------------------------------------------------------------
\6\ See Nasdaq Basic, https://www.nasdaqtrader.com/Trader.aspx?id=nasdaqbasic (last visited May 29, 2014) (data feed
offering the BBO and Last Sale information for all U.S. exchange-
listed securities based on liquidity within the Nasdaq market
center, as well as trades reported to the FINRA/Nasdaq Trade
Reporting Facility (``TRF'')); Nasdaq NLS Plus, https://www.nasdaqtrader.com/Trader.aspx?id=NLSplus (last visited July 8,
2014) (data feed providing last sale data as well as consolidated
volume from the following Nasdaq OMX markets for U.S. exchange-
listed securities: Nasdaq, FINRA/Nasdaq TRF, Nasdaq OMX BX, and
Nasdaq OMX PSX); Securities Exchange Act Release No. 72750 (August
4, 2014), 79 FR 46494 (August 8, 2014) (SR-NYSE-2014-40) (Notice of
Filing of Proposed Rule Change Establishing the NYSE Best Quote &
Trades (``BQT'') Data Feed); https://www.nyxdata.com/Data-Products/NYSE-Best-Quote-and-Trades (last visited May 27, 2014) (data feed
providing unified view of BBO and last sale information for the
NYSE, NYSE Arca, and NYSE MKT).
\7\ See Securities Exchange Act Release No. 51808 (June 9,
2005), 70 FR 37496, at 37503 (June 29, 2005) (Regulation NMS
Adopting Release).
---------------------------------------------------------------------------
Description of the BATS One Feed
The BATS One Feed will contain the aggregate BBO of the BATS
Exchanges for all securities that are traded on the BATS Exchanges and
for which the BATS Exchanges report quotes under the CTA Plan or the
Nasdaq/UTP Plan. The aggregate BBO would include the total size of all
orders at the BBO available on all BATS Exchanges.\8\ The BATS One Feed
would also disseminate last sale information for each of the individual
BATS Exchanges (collectively with the aggregate BBO, the ``BATS One
Summary Feed''). The last sale information will include the price,
size, time of execution, and individual BATS Exchange on which the
trade was executed. The last sale message will also include the
cumulative number of shares executed on all BATS Exchanges for that
trading day. The Exchange will disseminate the aggregate BBO of the
BATS Exchanges and last sale information through the BATS One Feed no
earlier than each individual BATS Exchange provides its BBO and last
sale information to the processors under the CTA Plan or the Nasdaq/UTP
Plan.
---------------------------------------------------------------------------
\8\ The Exchange notes that quotations of odd lot size, which is
generally less than 100 shares, are included in the total size of
all orders at a particular price level in the BATS One Feed but are
currently not reported by the BATS Exchanges to the consolidated
tape.
---------------------------------------------------------------------------
The BATS One Feed would also consist of Symbol Summary, Market
Status, Retail Liquidity Identifier on behalf of BYX, Trading Status,
and Trade Break messages. The Symbol Summary message will include the
total executed volume across all BATS Exchanges. The Market Status
message is disseminated to reflect a change in the status of one of the
BATS Exchanges. For example, the Market Status message will indicate
whether one of the BATS Exchanges is experiencing a systems issue or
disruption and quotation or trade information from that market is not
currently being disseminated via the BATS One Feed as part of the
aggregated BBO. The Market Status message will also indicate where BATS
Exchange is no longer experiencing a systems issue or disruption to
properly reflect the status of the aggregated BBO.
The Retail Liquidity Identifier indicator message will be
disseminated via the BATS One Feed on behalf of the BYX only pursuant
to BYX's Retail Price Improvement (``RPI'') Program.\9\ The Retail
Liquidity Identifier indicates when RPI interest priced at least $0.001
better than BYX's Protected Bid or Protected Offer for a particular
security is available in the System. The Exchange proposes to
disseminate the Retail Liquidity Indicator via the BATS One Feed in the
same manner as it is currently disseminated through consolidated data
streams (i.e., pursuant to the Consolidated Tape Association Plan/
Consolidated Quotation Plan, or CTA/CQ, for Tape A and Tape B
securities, and the Nasdaq UTP Plan for Tape C securities) as well as
through proprietary BYX data feeds. The Retail Liquidity Identifier
will reflect the symbol and the side (buy or sell) of the RPI interest,
but does not include the price or size of the RPI interest. In
particular, like CQ and UTP quoting outputs, the BATS One Feed will
include a field for codes related to the Retail Price Improvement
Identifier. The codes indicate RPI interest that is priced better than
BYX's Protected Bid or Protected Offer by at least the minimum level of
price improvement as required by the Program.
---------------------------------------------------------------------------
\9\ For a description of BYX's RPI Program, see BYX Rule 11.24.
See also Securities Exchange Act Release No. 68303 (November 27,
2012), 77 FR 71652 (December 3, 2012) (SR-BYX-2012-019) (Order
Granting Approval of Proposed Rule Change, as Modified by Amendment
No. 2, to Adopt a Retail Price Improvement Program); Securities
Exchange Act Release No. 67734 (August 27, 2012), 77 FR 53242
(August 31, 2012) (SR-BYX-2019-019) (Notice of Filing of Proposed
Rule Change to Adopt a Retail Price Improvement Program).
---------------------------------------------------------------------------
The Trade Break message will indicate when an execution on a BATS
Exchange is broken in accordance with the individual BATS Exchange's
rules.\10\ The Trading Status message will indicate the current trading
status of a security on each individual BATS Exchange. For example, a
Trading Status message will be sent when a short sale price restriction
is in effect pursuant to Rule 201 of Regulation SHO (``Short Sale
Circuit Breaker''),\11\ or the security is subject to a trading halt,
suspension or pause declared by the listing market. A Trading Status
message will be sent whenever a security's trading status changes.
---------------------------------------------------------------------------
\10\ See, e.g., Exchange and EDGA Rule 11.13, Clearly Erroneous
Executions, and BATS and BYX Rule 11.17, Clearly Erroneous
Executions.
\11\ 17 CFR 242.200(g); 17 CFR 242.201
---------------------------------------------------------------------------
Optional Aggregate Depth of Book. The BATS One Feed will also
contain optional functionality which will enable recipients to receive
two-sided quotations from the BATS Exchanges for five (5) price levels
for all securities that are traded on the BATS Exchanges in addition to
the BATS One Summary Feed (``BATS One Premium Feed''). For each price
level on one of the BATS Exchanges, the BATS One Premium Feed option of
the BATS One Feed will include a two-sided quote and the number of
shares available to buy and sell at that particular price level.\12\
---------------------------------------------------------------------------
\12\ Recipients who do not elect to receive the BATS One Premium
Feed will receive the aggregate BBO of the BATS Exchanges under the
BATS Summary Feed, which, unlike the BATS Premium Feed, would not
delineate the size available at the BBO on each individual BATS
Exchange.
---------------------------------------------------------------------------
Implementation Date
The Exchange anticipates making available the BATS One feed as soon
as
[[Page 69144]]
practicable after approval of the proposed rule change by the
Commission and the effectiveness of a rule filing to establish the fees
for BATS One.\13\
---------------------------------------------------------------------------
\13\ The Exchange intends to file a separate proposal
establishing the fees for BATS One.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed BATS One Feed is consistent
with Section 6(b) of the Act,\14\ in general, and furthers the
objectives of Section 6(b)(5) of the Act,\15\ in particular, in that it
is designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, and to protect investors and the public
interest, and that it is not designed to permit unfair discrimination
among customers, brokers, or dealers. This proposal is in keeping with
those principles in that it promotes increased transparency through the
dissemination of the BATS One Feed. The Exchange also believes this
proposal is consistent with Section 6(b)(5) of the Act because it
protects investors and the public interest and promotes just and
equitable principles of trade by providing investors with new options
for receiving market data as requested by market data vendors and
purchasers that expressed an interest in exchange-only data for
instances where consolidated data is no longer required to be purchased
and displayed. The proposed rule change would benefit investors by
facilitating their prompt access to real-time last sale information and
best-bid-and-offer information contained in the BATS One Feed.
---------------------------------------------------------------------------
\14\ 15 U.S.C. 78f.
\15\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange also believes that the proposed rule change is
consistent with Section 11(A) of the Act \16\ in that it supports (i)
fair competition among brokers and dealers, among exchange markets, and
between exchange markets and markets other than exchange markets and
(ii) the availability to brokers, dealers, and investors of information
with respect to quotations for and transactions in securities.
Furthermore, the proposed rule change is consistent with Rule 603 of
Regulation NMS,\17\ which provides that any national securities
exchange that distributes information with respect to quotations for or
transactions in an NMS stock do so on terms that are not unreasonably
discriminatory.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78k-1.
\17\ See 17 CFR 242.603.
---------------------------------------------------------------------------
In adopting Regulation NMS, the Commission granted self-regulatory
organizations and broker-dealers increased authority and flexibility to
offer new and unique market data to consumers of such data. It was
believed that this authority would expand the amount of data available
to users and consumers of such data and also spur innovation and
competition for the provision of market data. The Exchange believes
that the data products proposed herein are precisely the sort of market
data products that the Commission envisioned when it adopted Regulation
NMS. The Commission concluded that Regulation NMS--by lessening
regulation of the market in proprietary data--would itself further the
Act's goals of facilitating efficiency and competition:
[E]fficiency is promoted when broker-dealers who do not need the
data beyond the prices, sizes, market center identifications of the
NBBO and consolidated last sale information are not required to
receive (and pay for) such data. The Commission also believes that
efficiency is promoted when broker-dealers may choose to receive
(and pay for) additional market data based on their own internal
analysis of the need for such data.\18\
---------------------------------------------------------------------------
\18\ See Securities Exchange Act Release No. 51808 (June 9,
2005), 70 FR 37496 (June 29, 2005) (File No. S7-10-04).
By removing ``unnecessary regulatory restrictions'' on the ability
of exchanges to sell their own data, Regulation NMS advanced the goals
of the Act and the principles reflected in its legislative history.
If the free market should determine whether proprietary data is
sold to broker-dealers at all, it follows that the price at which such
data is sold should be set by the market as well. The BATS One Feed is
precisely the sort of market data product that the Commission
envisioned when it adopted Regulation NMS.
The BATS One Feed would be distributed and purchased on a voluntary
basis, in that neither the BATS Exchanges nor market data distributors
are required by any rule or regulation to make this data available.
Accordingly, distributors and users can discontinue use at any time and
for any reason, including due to an assessment of the reasonableness of
fees charged.
The Exchange believes that the proposed BATS One Feed will offer an
alternative to the use of consolidated data products and proprietary
data products offered by the NYSE and Nasdaq. Nasdaq Basic is a product
that includes two feeds, QBBO, which provides BBO information for all
U.S. exchange-listed securities on Nasdaq and NLS Plus, which provides
last sale data as well as consolidated volume from the following Nasdaq
OMX markets for U.S. exchange-listed securities: Nasdaq, FINRA/Nasdaq
TRF,\19\ Nasdaq OMX BX, and Nasdaq OMX PSX.\20\ According to Nasdaq,
seven vendors and more than 1,000 firms subscribe to Nasdaq Basic,
including 9 out of 10 of the largest banks.\21\
---------------------------------------------------------------------------
\19\ See Nasdaq Basic, https://www.nasdaqtrader.com/Trader.aspx?id=nasdaqbasic (last visited May 29, 2014) (data feed
offering the BBO and Last Sale information for all U.S. exchange-
listed securities based on liquidity within the Nasdaq market
center, as well as trades reported to the FINRA/Nasdaq TRF).
\20\ See Nasdaq NLS Plus, https://www.nasdaqtrader.com/Trader.aspx?id=NLSplus (last visited July 8, 2014) (data feed
providing last sale data as well as consolidated volume from the
following Nasdaq OMX markets for U.S. exchange-listed securities:
Nasdaq, FINRA/Nasdaq TRF, Nasdaq OMX BX, and Nasdaq OMX PSX).
\21\ See Nasdaq Basic, Doing More with Less, available at https://www.brainshark.com/nasdaqomx/vu?pi=zG8z33O6ozAgBpz0&tx=preview&preview=1 and https://www.nasdaqtrader.com/Trader.aspx?id=nasdaqbasic#vendors.
---------------------------------------------------------------------------
Likewise, the NYSE has proposed NYSE BQT, which would include the
BBO and last sale information for the NYSE, NYSE Arca, and NYSE
MKT.\22\ The Exchange believes the BATS One Feed will offer a
competitive alternative to the existing Nasdaq Basic product and the
proposed NYSE product.
---------------------------------------------------------------------------
\22\ See Securities Exchange Act Release No. 72750 (August 4,
2014), 79 FR 46494 (August 8, 2014) (SR-NYSE-2014-40) (Notice of
Filing of Proposed Rule Change Establishing the NYSE BQT Data Feed);
https://www.nyxdata.com/Data-Products/NYSE-Best-Quote-and-Trades
(last visited May 27, 2014) (data feed providing unified view of BBO
and last sale information for the NYSE, NYSE Arca, and NYSE MKT).
---------------------------------------------------------------------------
In addition, the proposal would not permit unfair discrimination
because the product will be available to all of the Exchange's
customers and market data vendors on an equivalent basis. In addition,
any customer that wishes to purchase one or more of the individual data
feeds offered by the BATS Exchanges would be able to do so.
In addition, the Exchange does not believe that the proposal would
permit unfair discrimination among customers, brokers, or dealers and
thus is consistent with the Act because the Exchange will be offering
the product on terms that a competing vendor could offer a competing
product. Specifically, the proposed data feed does not represent
Exchange core data, but rather a new product that represents an
aggregation and consolidation of existing, previously filed individual
market data products of the BATS Exchanges. As such, a competing vendor
could similarly obtain the
[[Page 69145]]
underlying data feeds and perform a similar aggregation and
consolidation function to create the same data product with the same
latency and cost as the Exchange.
The Exchange has taken into consideration its affiliated
relationship with EDGA, EDGX, and BATS in its design of the BATS One
Feed to assure that vendors would be able to offer a similar product on
the same terms as the Exchange, both from the perspective of latency
and cost. As discussed above, the Exchange proposes to offer the BATS
One Feed voluntarily in response to demand from vendors, and
subscribers that are interested in receiving the aggregate BBO and last
sale information from the BATS Exchanges as part of a single data feed.
Specifically, BATS One can be used by industry professionals and retail
investors looking for a cost effective, easy-to-administer, high
quality market data product with the characteristics of the BATS One
Feed. The BATS One Feed would help protect a free and open market by
providing vendors and subscribers additional choices in receiving this
type of market data, thus promoting competition and innovation.
With respect to latency, the path for distribution by the Exchange
of BATS One Feed would not be faster than a vendor that independently
created a BATS One-like product could distribute its own product. As
such, the proposed BATS One data feed is a data product that a
competing vendor could create and sell without being in a disadvantaged
position relative to the Exchange. In recognition that the Exchange is
the source of its own market data and is affiliated with EDGX, EDGA and
BATS, the Exchange represents that the source of the market data it
would use to create the proposed BATS One Feed is available to other
vendors. Specifically, the Exchange would use the following data feeds
to create the proposed BATS One Feed, each of which is available to
other vendors: the EdgeBook Depth feed for EDGX, the EdgeBook Depth
feed for EDGA, the BYX PITCH Feed, and the BATS PITCH Feed. The BATS
Exchanges will continue to make available these individual underlying
feeds, and thus, the source of the market data it would use to create
the proposed BATS One feed is the same as the source available to other
vendors.
In order to create the BATS One Feed, the Exchange will receive the
individual data feeds from each BATS Exchange and, in turn, aggregate
and summarize that data to create the BATS One Feed. This is the same
process a competing vendor would undergo should it create a market data
product similar to the BATS One Feed to distribute to its end users. In
addition, the servers of most competing vendors are likely located in
the same facilities as the Exchange, and, therefore, should receive the
individual data feed from each BATS Exchange on or about the same time
the Exchange would for it to create the BATS One Feed. Therefore, a
competing vendor that is located in the same facilities as the Exchange
could obtain the underlying data feeds from the BATS Exchanges on the
same latency basis as the system that would be performing the
aggregation and consolidation of the proposed BATS One Feed and provide
the same type of product to its customers with the same latency they
could achieve by purchasing the BATS One Feed from the Exchange. As
such, the Exchange would not have any unfair advantage over competing
vendors with respect to obtaining data from the individual BATS
Exchanges, in fact, the technology supporting the BATS One Feed would
similarly need to obtain the Exchange's data feed as well and even this
connection would be on a level playing field with a competing vendor
located at the same facility as the Exchange. The Exchange has designed
the BATS One data feed so that it would not have a competitive
advantage over a competing vendor with respect to the speed of access
to those underlying data feeds. Likewise, the BATS One data feed would
not have a speed advantage vis-[agrave]-vis competing vendors located
in the same data center as the Exchange with respect to access to end
user customers, whether those end users are also located in the same
data center or not.
With regard to cost, the Exchange will file a separate rule filing
with the Commission to establish fees for BATS One which would be
designed to ensure that vendors could compete with the Exchange by
creating a similar product as the BATS One Feed. The pricing the
Exchange would charge for the BATS One Feed would not be lower than the
cost to a vendor of receiving the underlying data feeds and of
maintaining servers in the same facility as the Exchange to receive the
data feeds with no greater latency than the Exchange. The pricing the
Exchange would charge clients for the BATS One Feed compared to the
cost of the individual data feeds from the BATS Exchanges would enable
a vendor to receive the underlying data feeds and offer a similar
product on a competitive basis and with no greater latency than the
Exchange. The Distribution Fees that the Exchange intends to propose
for the BATS One Feed would be equal to the combined fee of subscribing
to each individual data feed,\23\ therefore, enabling a vendor to
create a competing product based on the individual data feeds and
charge its clients a fee that it believes reflects the value of the
aggregation and consolidation function that is competitive with BATS
One Feed pricing. The Exchanges believes that the incremental cost to a
particular vendor for aggregation can be supported by the vendor's
revenue opportunity and may be inconsequential if such vendor already
has systems in place to perform these functions as part of creating its
proprietary market data products and is able to allocate these costs
over numerous products and customer relationships. For these reasons,
the Exchange believes that vendors could readily offer a product
similar to the BATS One Feed on a competitive basis at a similar cost.
---------------------------------------------------------------------------
\23\ The combined external distribution fee for the individual
data feeds of the BATS Exchanges is $12,500.00 per month. The
monthly external distribution fee is $2,500 per month for the
EdgeBook Depth feed for the Exchange, $2,500 per month for the
EdgeBook Depth feed for EDGA, $2,500 for the BYX PITCH Feed, and
$5,000 for the BATS PITCH Feed.
---------------------------------------------------------------------------
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.
Because other exchanges already offer similar products,\24\ the
Exchange's proposed BATS One Feed will enhance competition.
Specifically, the BATS One Feed was developed to compete with similar
market data products offered by Nasdaq and proposed by the NYSE.\25\
The BATS One Feed will foster competition by providing an alternative
market data product to those offered by Nasdaq and the NYSE. This
proposed new data feed provides investors with new options for
receiving market data, which was a primary goal of the market data
amendments adopted by Regulation NMS.\26\
---------------------------------------------------------------------------
\24\ See supra note 6.
\25\ Id.
\26\ See Securities Exchange Act Release No. 51808 (June 9,
2005), 70 FR 37496, at 37503 (June 29, 2005) (Regulation NMS
Adopting Release).
---------------------------------------------------------------------------
The proposed BATS One Feed would enhance competition by offering a
market data product that is designed to compete directly with similar
products offered by the NYSE and Nasdaq. Nasdaq Basic is a product that
includes two feeds, QBBO, which provides BBO information for all U.S.
exchange-listed securities on Nasdaq and NLS Plus, which provides last
sale data as well as
[[Page 69146]]
consolidated volume from the following Nasdaq OMX markets for U.S.
exchange-listed securities: Nasdaq, FINRA/Nasdaq TRF,\27\ Nasdaq OMX
BX, and Nasdaq OMX PSX.\28\ Likewise, NYSE BQT includes BBO and last
sale information for the NYSE, NYSE Arca, and NYSE MKT.\29\ As a
result, Nasdaq Basic and NYSE BQT comprise a significant view of the
market on any given day and both include data from multiple trading
venues. As the BATS Exchanges are consistently one of the top exchange
operators by market share for U.S. equities trading, excluding opening
and closing auction volume, the data included within the BATS One Feed
will provide investors with an alternative to Nasdaq Basic and NYSE BQT
and a new option for obtaining a broad market view, consistent with the
primary goal of the market data amendments adopted by Regulation
NMS.\30\
---------------------------------------------------------------------------
\27\ See Nasdaq Basic, https://www.nasdaqtrader.com/Trader.aspx?id=nasdaqbasic (last visited May 29, 2014) (data feed
offering the BBO and Last Sale information for all U.S. exchange-
listed securities based on liquidity within the Nasdaq market
center, as well as trades reported to the FINRA/Nasdaq TRF).
\28\ See Nasdaq NLS Plus, https://www.nasdaqtrader.com/Trader.aspx?id=NLSplus (last visited July 8, 2014) (data feed
providing last sale data as well as consolidated volume from the
following Nasdaq OMX markets for U.S. exchange-listed securities:
Nasdaq, FINRA/Nasdaq TRF, Nasdaq OMX BX, and Nasdaq OMX PSX).
\29\ See Securities Exchange Act Release No. 72750 (August 4,
2014), 79 FR 46494 (August 8, 2014) (SR-NYSE-2014-40) (Notice of
Filing of Proposed Rule Change Establishing the NYSE BQT Data Feed);
https://www.nyxdata.com/Data-Products/NYSE-Best-Quote-and-Trades
(last visited May 27, 2014) (data feed providing unified view of BBO
and last sale information for the NYSE, NYSE Arca, and NYSE MKT).
\30\ See Securities Exchange Act Release No. 51808 (June 9,
2005), 70 FR 37496, at 37503 (June 29, 2005) (Regulation NMS
Adopting Release).
---------------------------------------------------------------------------
The Exchange believes the BATS One Feed will further enhance
competition by providing External Distributors with a data feed that
allows them to more quickly and efficiently integrate into their
existing products. Today, Distributors subscribe to various market data
products offered by single exchanges and resell that data, either
separately or in the aggregate, to their subscribers as part of the
their own market data offerings. Distributors may incur administrative
costs when consolidating and augmenting the data to meet their
subscriber's need. Consequently, many External Distributors will simply
choose to not take the data because of the effort and cost required to
aggregate data from separate feeds into their existing products. Those
same Distributors have expressed interest in the BATS One Feed so that
they may easily incorporate aggregated or summarized BATS Exchange data
into their own products without themselves incurring the costs of the
repackaging and aggregating the data it would receive by subscribing to
each market data product offered by the individual BATS Exchanges. The
Exchange, therefore, believes that by providing market data that
encompasses combined data from affiliated exchanges, the Exchange
enables certain External Distributors with the ability to compete in
the provision of similar content with other External Distributors,
where they may not have done so previously if they were required to
subscribe to the depth-of-book feeds from each individual BATS
Exchange.
Although the Exchange considers the acceptance of the BATS One Feed
by External Distributors as important to the success of the product,
depending on their needs, External Distributors may choose not to
subscribe to the BATS One Feed and may rather receive the BATS Exchange
individual market data products and incorporate them into their
specific market data products. For example, the BATS Premium Feed
provides depth-of-book information for up to five price levels while
each of the BATS Exchange's individual data feeds offer complete depth-
of-book and are not limited to five price levels.\31\ Those subscribers
who wish to view the complete depth-of-book from each individual BATS
Exchange may prefer to subscribe to one or all of individual BATS
Exchange depth-of-book data feeds instead of the BATS One Feed. The
BATS One Feed simply provides another option for Distributors to choose
from when selecting a product that meets their market data needs.
Subscribers who seek a broader market view but do not need complete
depth-of- book may select the BATS One Feed while subscribers that seek
the complete depth-of-book information may subscribe to the depth-of-
book feeds of each individual BATS Exchanges.
---------------------------------------------------------------------------
\31\ See EDGA Rule 13.8, EDGX Rule 13.8, BZX Rule 11.22(a) and
(c), and BYX Rule 11.22 (a) and (c) for a description of the depth
of book feeds offered by each of the BATS Exchanges.
---------------------------------------------------------------------------
Exchange Not the Exclusive Distributor of BATS One. Although the
BATS Exchanges are the exclusive distributors of the individual data
feeds from which certain data elements would be taken to create the
BATS One Feed, the Exchange would not be the exclusive distributor of
the aggregated and consolidated information that would compose the
proposed BATS One Feed. Vendors would be able, if they chose, to create
a data feed with the same information as the BATS One Feed and
distribute it to their clients on a level-playing field with respect to
latency and cost as compared to the Exchange's proposed BATS One Feed.
The pricing the Exchange would charge for the BATS One Feed would not
be lower than the cost to a vendor of receiving the underlying data
feeds and of maintaining servers in the same facility as the Exchange
to receive the data feeds with no greater latency than the Exchange. In
addition, the pricing the Exchange would charge clients for the BATS
One Feed compared to the cost of the individual data feeds from the
BATS Exchanges would enable a vendor to receive the underlying data
feeds and offer a similar product on a competitive basis and with no
greater latency than the Exchange.
Latency. The BATS One Feed is not intended to compete with similar
products offered by External Distributors. Rather, it is intended to
assist External Distributors in incorporating aggregated and summarized
data from the BATS Exchanges into their own market data products that
are provided to the end user. Therefore, Distributors will receive the
data, who will, in turn, make available BATS One Feed to their end
users, either separately or as incorporated into the various market
data products they provide. As stated above, Distributors have
expressed a desire for a product like the BATS One Feed so that they
may easily incorporate aggregated or summarized BATS Exchange data into
their own products without themselves incurring the administrative
costs of repackaging and aggregating the data it would receive by
subscribing to each market data product offered by the individual BATS
Exchanges.
Notwithstanding the above, the Exchange believes that External
Distributors may create a product similar to BATS One Feed based on the
market data products offered by the individual BATS Exchanges with no
greater latency than the Exchange. As discussed above, in order to
create the BATS One Feed, the Exchange will receive the individual data
feeds from each BATS Exchange and, in turn, aggregate and summarize
that data to create the BATS One Feed. This is the same process an
External Distributor would undergo should it create a market data
product similar to the BATS One Feed to distribute to its end users. In
addition, the servers of most External Distributors are likely located
in the same facilities as the Exchange, and, therefore, should receive
the individual data feed from each BATS Exchange on
[[Page 69147]]
or about the same time the Exchange would for it to create the BATS One
Feed.
The Exchange has designed the BATS One data feed so that it would
not have a competitive advantage over a competing vendor with respect
to the speed of access to those underlying data feeds. Likewise, the
BATS One data feed would not have a speed advantage vis-[agrave]-vis
competing vendors located in the same data center as the Exchange with
respect to access to end user customers, whether those end users are
also located in the same data center or not. Therefore, the Exchange
believes that it will not incur any potential latency advantage that
will result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act.
Cost. With regard to cost, the Exchange will file a separate rule
filing with the Commission to establish fees for BATS One that would be
designed to ensure that vendors could compete with the Exchange by
creating a similar product as the BATS One Feed. The pricing the
Exchange would charge clients for the BATS One Feed compared to the
cost of the individual data feeds from the BATS Exchanges would enable
a vendor to receive the underlying data feeds and offer a similar
product on a competitive basis and with no greater latency than the
Exchange. The Distribution Fees that the Exchange proposes for the BATS
One Feed are equal to the combined fee of subscribing to each
individual data feed,\32\ therefore, enabling a vendor to create a
competing product based on the individual data feeds and charge its
clients a fee that it believes reflects the value of the aggregation
and consolidation function that is competitive with BATS One Feed
pricing. The Exchanges believes that the incremental cost to a
particular vendor for aggregation can be supported by the vendor's
revenue opportunity and may be inconsequential if such vendor already
has systems in place to perform these functions as part of creating its
proprietary market data products and is able to allocate these costs
over numerous products and customer relationships. For these reasons,
the Exchange believes that vendors could readily offer a product
similar to the BATS One Feed on a competitive basis at a similar cost.
---------------------------------------------------------------------------
\32\ See supra note 22.
---------------------------------------------------------------------------
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
A similar proposed rule change was initially filed with the
Commission on July 18, 2014 and published for comment in the Federal
Register on August 1, 2014.\33\ The Commission received no comment
letters in response to that proposed rule change. However, three
letters were submitted to the Commission commenting on a companion BATS
and EDGA filings that propose to offer the same feed.\34\ On September
15, 2014, the Commission extended its review period until October 30,
2014.\35\ On October 29, 2014, the Exchange withdrew the initial
proposed rule change. The points raised by the Themis Letter and Shatto
Letter are either not responsive to the issues raised in the proposal
or aimed at existing elements of U.S. market structure that have been
previously approved by the Commission.
---------------------------------------------------------------------------
\33\ See Securities Exchange Act Release No. 72690 (July 28,
2014), 79 FR 44929 (August 1, 2014) (SR-BYX-2014-011).
\34\ But see Letter from Sal Arnuk and Joe Saluzzi, Themis
Trading LLC, to Elizabeth M. Murphy, Secretary, Commission, dated
August 21, 2014 (SR-BATS-2014-028) (``Themis Letter''); Letter from
Ira D. Hammerman, General Counsel, SIFMA, to Kevin O'Neill, Deputy
Secretary, Commission, dated August 22, 2014 (SR-BATS-2014-028)
(``SIFMA Letter'') (letters commenting on companion BATS filing that
proposes to offer the same feed); and Letter from Suzanne Hamlet
Shatto to the Commission, dated August 19, 2014 (SR-EDGA-2014-16)
(``Shatto Letter'') (letter commenting on companion EDGA filing that
proposes to offer the same feed).
\35\ See Securities Exchange Act Release No. 73102 (September
15, 2014), 79 FR 56419 (September 19, 2014).
---------------------------------------------------------------------------
The thrust of the SIFMA Letter is aimed at the proposed fees which
are being removed from this proposed rule change and are to be filed
with the Commission via a separate rule filing. While the SIFMA Letter
correctly states that the Exchange has marketed the BATS One Feed since
August 1, 2014, the SIFMA Letter incorrectly asserts that the Exchange
has offered the BATS One Feed since that same date. All of the
Exchange's marketing materials have included statements that the BATS
One Feed's implementation was pending to SEC approval, and at no point
has the Exchange offered the BATS One product for any use other than
for testing and certification.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days of such
date (i) as the Commission may designate if it finds such longer period
to be appropriate and publishes its reasons for so finding or (ii) as
to which the Exchange consents, the Commission shall:
(A) By order approve or disapprove such proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
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-2014-055 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-2014-055. 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 BATS. 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
[[Page 69148]]
available publicly. All submissions should refer to File Number SR-
BATS-2014-055 and should be submitted on or before December 11, 2014].
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\36\
---------------------------------------------------------------------------
\36\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-27442 Filed 11-19-14; 8:45 am]
BILLING CODE 8011-01-P