Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Related to Fees for Use of BATS Exchange, Inc., 2987-2989 [2015-00837]
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Federal Register / Vol. 80, No. 13 / Wednesday, January 21, 2015 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74052; File No. SR–BATS–
2015–02]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Related to Fees for Use
of BATS Exchange, Inc.
January 14, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on January 2,
2015, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Exchange has designated the proposed
rule change as one establishing or
changing a member due, fee, or other
charge imposed by the Exchange under
Section 19(b)(3)(A)(ii) of the Act 3 and
Rule 19b–4(f)(2) thereunder,4 which
renders the proposed rule change
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
asabaliauskas on DSK5VPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend the fee schedule applicable to
Members 5 and non-members of the
Exchange pursuant to BATS Rules
15.1(a) and (c). Changes to the fee
schedule pursuant to this proposal are
effective upon filing.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
5 A Member is defined as ‘‘any registered broker
or dealer that has been admitted to membership in
the Exchange.’’ See Exchange Rule 1.5(n).
2 17
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Jkt 235001
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 modify the
‘‘Options Pricing’’ section of its fee
schedule effective immediately, in order
to modify pricing charged by the
Exchange’s options platform (‘‘BATS
Options’’) including adding a new tier
within the Professional, Firm, and
Market Maker Penny Pilot Add Volume
Tiers, a new Market Maker Penny Pilot
Add Volume Tier, and several
corresponding changes, as further
described below.
The Exchange proposes to add a new
Non-Customer Take Volume Tier.
Currently, the Exchange charges $0.48
per contract for a Professional,6 Firm,7
or Market Maker 8 order in a Penny Pilot
Security 9 that removes liquidity from
BATS Options under fee code PP, or,
where the Member meets the
requirements of the existing NonCustomer Take Volume Tier under
footnote 3, i.e. has an ADV 10 equal to
or greater than 1.00% of average TCV,11
$0.47 per contract for a Professional,
Firm, or Market Maker order in a Penny
Pilot Security that removes liquidity
from BATS Options. The Exchange
proposes to add an additional NonCustomer Take Volume Tier to footnote
3 of the fee schedule that will charge
$0.45 per contract for Professional,
Firm, and Market Maker orders in a
Penny Pilot Security that removes
liquidity from BATS Options where the
6 ‘‘Professional’’ applies to any transaction
identified by a Member as such pursuant to
Exchange Rule 16.1.
7 ‘‘Firm’’ applies to any transaction identified by
a Member for clearing in the Firm range at the OCC.
8 ‘‘Market Maker’’ applies to any transaction
identified by a Member for clearing in the Market
Maker range at the OCC.
9 ‘‘Penny Pilot Securities’’ are those issues quoted
pursuant to Exchange Rule 21.5, Interpretation and
Policy .01.
10 ‘‘ADV’’ means average daily volume calculated
as the number of contracts added or removed,
combined, per day.
11 ‘‘TCV’’ means total consolidated volume
calculated as the volume reported by all exchanges
to the consolidated transaction reporting plan for
the month for which the fees apply, excluding
volume on any day that the Exchange experiences
an Exchange System Disruption and on any day
with a scheduled early market close.
PO 00000
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Fmt 4703
Sfmt 4703
2987
Member: (1) Has an ADAV 12 equal to or
greater than 1.00% of average TCV; and
(2) has an ADV equal to or greater than
2.00% of average TCV.
The Exchange is also proposing to add
a new Market Maker Penny Pilot Add
Volume Tier. Currently, the Exchange
provides a $0.40 per contract rebate for
a Market Maker order in a Penny Pilot
Security that adds liquidity to BATS
Options under fee code PM. The
Exchange proposes to add a Market
Maker Penny Pilot Tier under footnote
6 of the fee schedule that will provide
a $0.42 per contract rebate for Market
Maker orders in a Penny Pilot Security
that adds liquidity to BATS Options
where the Member: (1) Has an ADAV
equal to or greater than 1.00% of
average TCV; and (2) has an ADV equal
to or greater than 2.00% of average TCV.
Finally, the Exchange proposes to
make several corresponding changes to
the fee schedule to reflect the proposed
changes above. Specifically, the
Exchange is proposing to add the fee
and rebate proposed above to the
Standard Rates chart on the fee
schedule, to add footnote six to fee code
PM, and to title the current NonCustomer Take Volume Tier in footnote
3 as ‘‘Non-Customer Take Volume Tier
1’’ in order to reflect the addition of the
second tier proposed above.
The Exchange proposes to implement
the amendments to its fee schedule
effective immediately.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6 of the Act.13
Specifically, the Exchange believes that
the proposed rule change is consistent
with Section 6(b)(4) of the Act,14 in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and other
persons using any facility or system
which the Exchange operates or
controls. The Exchange notes that it
operates in a highly competitive market
in which market participants can
readily direct order flow to competing
venues or providers of routing services
if they deem fee levels to be excessive.
Volume-based rebates and fees such
as the ones currently maintained on
BATS Options as well as the new NonCustomer Take Volume Tier 2 and the
12 ‘‘ADAV’’ means average daily added volume
calculated as the number of contracts added.
13 15 U.S.C. 78f.
14 15 U.S.C. 78f(b)(4).
E:\FR\FM\21JAN1.SGM
21JAN1
asabaliauskas on DSK5VPTVN1PROD with NOTICES
2988
Federal Register / Vol. 80, No. 13 / Wednesday, January 21, 2015 / Notices
new Market Maker Penny Pilot Add
Volume Tier proposed herein, have
been widely adopted by equities and
options exchanges and are equitable
because they are open to all Members on
an equal basis and provide additional
benefits or discounts that are reasonably
related to the value to an exchange’s
market quality associated with higher
levels of market activity, such as higher
levels of liquidity provision and/or
growth patterns, and introduction of
higher volumes of orders into the price
and volume discovery processes.
Further, the Exchange believes the
proposed Non-Customer Take Volume
Tier 2 is a reasonable and equitable
allocation of fees and rebates because
the requirement that the Member has an
ADAV equal to or greater than 1.00% of
average TCV combined with the
requirement that a Member achieve an
ADV of equal to or greater than 2.00%
of average TCV will provide such
enhancements in market quality on
BATS Options by incentivizing
increased participation on BATS
Options. This is especially true as
compared to Non-Customer Take
Volume Tier 1, which has no ADAV
component, meaning that Non-Customer
Take Volume Tier 2 will act to
incentivize Members to add liquidity on
BATS Options in order to receive
further reduced fees. Similarly, the
Exchange believes that the new Market
Maker Penny Pilot Add Volume Tier is
a reasonable and equitable allocation of
fees and rebates it will incentivize
Members to both add and remove
liquidity from the Exchange in order to
meet the ADV and ADAV thresholds
required to receive the enhanced
rebates.
The Exchange notes that it is not
proposing to modify any existing tiers,
but rather to add new tiers that will
provide Members with additional ways
to receive higher rebates or pay lower
fees. As such, under the proposal a
Member will receive either the same or
a higher rebate or be charged either the
same or a lower fee than they would
today. Accordingly, the Exchange
believes that the proposed additions to
the Exchange’s tiered pricing structure
and incentives are not unfairly
discriminatory because they will, except
as noted below, apply uniformly to all
Members and are consistent with the
overall goals of enhancing market
quality on BATS Options which also
benefits all Members. The Exchange
believes that restricting the availability
of the proposed rebates in Penny Pilot
Securities associated with the Market
Maker Add Volume Tier to Market
Maker orders is reasonable and
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17:50 Jan 20, 2015
Jkt 235001
equitably allocated as well as not
unreasonably discriminatory because
Market Makers are subject to additional
regulatory requirements not applicable
for Professional and Firm orders and
such Market maker orders are not
currently eligible for certain enhanced
rebate tiers available to Professional and
Firm orders under the Professional and
Firm Penny Pilot Add Volume Tiers.
The Exchange notes that all nonCustomer orders (i.e., Professional, Firm
and Market Maker orders) will be
eligible for the reduced fees proposed as
under the Non-Customer Take Volume
Tier 2.
The Exchange reiterates that it
operates in a highly competitive market
in which market participants can
readily direct order flow to competing
venues if they deem fee levels to be
excessive or providers of routing
services if they deem fee levels to be
excessive.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. With respect
to the proposed new tiered rebates, the
Exchange does not believe that any such
changes burden competition, but
instead, enhance competition, as they
are intended to increase the
competitiveness of and draw additional
volume to BATS Options. The Exchange
also believes the proposed tiers would
further enhance competition because
they are similar to pricing tiers currently
available on both the Exchange and
other exchanges. As stated above, the
Exchange notes that it operates in a
highly competitive market in which
market participants can readily direct
order flow to competing venues if the
deem fee structures to be unreasonable
or excessive.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
PO 00000
Frm 00077
Fmt 4703
Sfmt 4703
of the Act 15 and paragraph (f)(2) of Rule
19b–4 thereunder.16 At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
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 rulecomments@sec.gov. Please include File
Number SR–BATS–2015–02 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–BATS–2015–02. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing will also be available for
15 15
16 17
E:\FR\FM\21JAN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
21JAN1
Federal Register / Vol. 80, No. 13 / Wednesday, January 21, 2015 / Notices
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BATS–
2015–02 and should be submitted on or
before February 11, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Brent J. Fields,
Secretary.
[FR Doc. 2015–00837 Filed 1–20–15; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–74050; File No. SR–BYX–
2015–01]
Self-Regulatory Organizations; BATS
Y-Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Related to Fees for Use
of BATS Y-Exchange, Inc.
January 14, 2015.
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 January 2,
2015, BATS Y-Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BYX’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
asabaliauskas on DSK5VPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend the fee schedule applicable to
Members 3 and non-members of the
Exchange pursuant to BYX Rules 15.1(a)
and (c). Changes to the fee schedule
pursuant to this proposal are effective
upon filing.
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com/, at the
principal office of the Exchange, and at
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 A Member is defined as ‘‘any registered broker
or dealer that has been admitted to membership in
the Exchange.’’ See Exchange Rule 1.5(n).
1 15
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Jkt 235001
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
SECURITIES AND EXCHANGE
COMMISSION
17 17
the Commission’s Public Reference
Room.
1. Purpose
The Exchange proposes to modify its
fee schedule effective immediately in
order to: (1) adopt pricing for the
Exchange’s historical market data; (2)
adopt physical connection fees; and (3)
add Membership Fees.
Historical Market Data
The Exchange proposes to begin
charging a fee for providing historical
data to data recipients upon request.
The Exchange currently provides
historical data upon request on an ad
hoc basis, but proposes to begin
charging a fee due to the infrastructure
costs of storing and providing such data.
As proposed, the Exchange will begin to
charge for the following three products
through either of these distribution
methods: (1) Historical top of book data
from the Exchange’s TOP data feed
(‘‘Historical TOP Data’’), (2) historical
data from the Exchange’s PITCH data
feed (‘‘Historical PITCH Data’’), and (3)
historical transaction data from the
Exchange’s Last Sale Feed (‘‘Historical
Last Sale Data’’), which are described in
Exchange Rule 11.22(h). The Exchange
notes that the same historical data
products are offered for a fee by other
market centers, including BATS
Exchange, Inc. (‘‘BZX’’), which are
offered for the same prices as those
proposed herein.4
The proposed cost of user-accessible
BYX Historical TOP Data, BYX
Historical PITCH Data or BYX Historical
Last Sale Data is $500 per month of data
accessed by any individual user. The
Exchange’s databases will contain up to
4 See Securities Exchange Act Release No. 61885
(April 9, 2010), 75 FR 20018 (April 16, 2010) (SR–
BATS–2010–002).
PO 00000
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Fmt 4703
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2989
90 days of data at any point in time. For
data that the Exchange provides on an
external hard drive to a market
participant the proposed cost is $2,500
per 1 terabyte (TB) drive generated by
the Exchange. Each of the proposed
costs set forth above applies per data
product. For instance, an individual
user that obtained access to BYX
Historical Top Data would pay $500 for
access to a particular month’s data, and
if that user also wanted access to BYX
Historical Last Sale Data, the individual
user would need to pay another $500 for
such access. Similarly, a market
participant would pay $2,500 for an
external hard drive containing BYX
Historical TOP Data that fits on a 1 TB
drive (internal use only); such
participant would have to pay
separately for a 1 TB drive containing
BYX Historical Last Sale Data or BYX
Historical PITCH Data.
Membership Fees
The Exchange is also proposing to
charge an Annual Membership Fee for
Members of the Exchange of $2,500,
which will support their Exchange
membership for the calendar year. The
fee will be charged per Member firm.
Beginning in January 2015, the
Exchange plans to charge an Annual
Membership Fee which will be assessed
on all Members as of a date determined
by the Exchange in January of each year.
For any month in which a firm is
approved for membership with the
Exchange after the January renewal
period, the Annual Membership Fee
will be pro-rated beginning on the date
on which membership is approved and
based on the number of remaining
trading days in that year. The fee will
be assessed in the month following
membership approval. For example, if a
firm applies and is accepted for
membership with the Exchange on
February 15, 2015, the new Member will
be assessed a pro-rated Annual
Membership Fee for the period
beginning on February 15 through the
end of 2015. The fee will be assessed in
the next month’s billing cycle, which in
this case, would be March 2015. Such
fees will be non-refundable. However,
where a Member is pending a voluntary
termination of rights as a Member
pursuant to Rule 2.8 prior to the date
any Annual Membership Fee for a given
year will be assessed (i.e., January 1,
2015) and the Member does not utilize
the facilities of the Exchange while such
voluntary termination of rights is
pending, then the Member will not be
obligated to pay the Annual
Membership Fee. The Exchange believes
this to be appropriate because there is
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Agencies
[Federal Register Volume 80, Number 13 (Wednesday, January 21, 2015)]
[Notices]
[Pages 2987-2989]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-00837]
[[Page 2987]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74052; File No. SR-BATS-2015-02]
Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change Related to
Fees for Use of BATS Exchange, Inc.
January 14, 2015.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on January 2, 2015, BATS Exchange, Inc. (the ``Exchange'' or
``BATS'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the Exchange. The
Exchange has designated the proposed rule change as one establishing or
changing a member due, fee, or other charge imposed by the Exchange
under Section 19(b)(3)(A)(ii) of the Act \3\ and Rule 19b-4(f)(2)
thereunder,\4\ which renders the proposed rule change effective upon
filing with the Commission. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange filed a proposal to amend the fee schedule applicable
to Members \5\ and non-members of the Exchange pursuant to BATS Rules
15.1(a) and (c). Changes to the fee schedule pursuant to this proposal
are effective upon filing.
---------------------------------------------------------------------------
\5\ A Member is defined as ``any registered broker or dealer
that has been admitted to membership in the Exchange.'' See Exchange
Rule 1.5(n).
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
Web site at https://www.batstrading.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant parts of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to modify the ``Options Pricing'' section of
its fee schedule effective immediately, in order to modify pricing
charged by the Exchange's options platform (``BATS Options'') including
adding a new tier within the Professional, Firm, and Market Maker Penny
Pilot Add Volume Tiers, a new Market Maker Penny Pilot Add Volume Tier,
and several corresponding changes, as further described below.
The Exchange proposes to add a new Non-Customer Take Volume Tier.
Currently, the Exchange charges $0.48 per contract for a
Professional,\6\ Firm,\7\ or Market Maker \8\ order in a Penny Pilot
Security \9\ that removes liquidity from BATS Options under fee code
PP, or, where the Member meets the requirements of the existing Non-
Customer Take Volume Tier under footnote 3, i.e. has an ADV \10\ equal
to or greater than 1.00% of average TCV,\11\ $0.47 per contract for a
Professional, Firm, or Market Maker order in a Penny Pilot Security
that removes liquidity from BATS Options. The Exchange proposes to add
an additional Non-Customer Take Volume Tier to footnote 3 of the fee
schedule that will charge $0.45 per contract for Professional, Firm,
and Market Maker orders in a Penny Pilot Security that removes
liquidity from BATS Options where the Member: (1) Has an ADAV \12\
equal to or greater than 1.00% of average TCV; and (2) has an ADV equal
to or greater than 2.00% of average TCV.
---------------------------------------------------------------------------
\6\ ``Professional'' applies to any transaction identified by a
Member as such pursuant to Exchange Rule 16.1.
\7\ ``Firm'' applies to any transaction identified by a Member
for clearing in the Firm range at the OCC.
\8\ ``Market Maker'' applies to any transaction identified by a
Member for clearing in the Market Maker range at the OCC.
\9\ ``Penny Pilot Securities'' are those issues quoted pursuant
to Exchange Rule 21.5, Interpretation and Policy .01.
\10\ ``ADV'' means average daily volume calculated as the number
of contracts added or removed, combined, per day.
\11\ ``TCV'' means total consolidated volume calculated as the
volume reported by all exchanges to the consolidated transaction
reporting plan for the month for which the fees apply, excluding
volume on any day that the Exchange experiences an Exchange System
Disruption and on any day with a scheduled early market close.
\12\ ``ADAV'' means average daily added volume calculated as the
number of contracts added.
---------------------------------------------------------------------------
The Exchange is also proposing to add a new Market Maker Penny
Pilot Add Volume Tier. Currently, the Exchange provides a $0.40 per
contract rebate for a Market Maker order in a Penny Pilot Security that
adds liquidity to BATS Options under fee code PM. The Exchange proposes
to add a Market Maker Penny Pilot Tier under footnote 6 of the fee
schedule that will provide a $0.42 per contract rebate for Market Maker
orders in a Penny Pilot Security that adds liquidity to BATS Options
where the Member: (1) Has an ADAV equal to or greater than 1.00% of
average TCV; and (2) has an ADV equal to or greater than 2.00% of
average TCV.
Finally, the Exchange proposes to make several corresponding
changes to the fee schedule to reflect the proposed changes above.
Specifically, the Exchange is proposing to add the fee and rebate
proposed above to the Standard Rates chart on the fee schedule, to add
footnote six to fee code PM, and to title the current Non-Customer Take
Volume Tier in footnote 3 as ``Non-Customer Take Volume Tier 1'' in
order to reflect the addition of the second tier proposed above.
The Exchange proposes to implement the amendments to its fee
schedule effective immediately.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6 of the Act.\13\
Specifically, the Exchange believes that the proposed rule change is
consistent with Section 6(b)(4) of the Act,\14\ in that it provides for
the equitable allocation of reasonable dues, fees and other charges
among members and other persons using any facility or system which the
Exchange operates or controls. The Exchange notes that it operates in a
highly competitive market in which market participants can readily
direct order flow to competing venues or providers of routing services
if they deem fee levels to be excessive.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78f.
\14\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
Volume-based rebates and fees such as the ones currently maintained
on BATS Options as well as the new Non-Customer Take Volume Tier 2 and
the
[[Page 2988]]
new Market Maker Penny Pilot Add Volume Tier proposed herein, have been
widely adopted by equities and options exchanges and are equitable
because they are open to all Members on an equal basis and provide
additional benefits or discounts that are reasonably related to the
value to an exchange's market quality associated with higher levels of
market activity, such as higher levels of liquidity provision and/or
growth patterns, and introduction of higher volumes of orders into the
price and volume discovery processes. Further, the Exchange believes
the proposed Non-Customer Take Volume Tier 2 is a reasonable and
equitable allocation of fees and rebates because the requirement that
the Member has an ADAV equal to or greater than 1.00% of average TCV
combined with the requirement that a Member achieve an ADV of equal to
or greater than 2.00% of average TCV will provide such enhancements in
market quality on BATS Options by incentivizing increased participation
on BATS Options. This is especially true as compared to Non-Customer
Take Volume Tier 1, which has no ADAV component, meaning that Non-
Customer Take Volume Tier 2 will act to incentivize Members to add
liquidity on BATS Options in order to receive further reduced fees.
Similarly, the Exchange believes that the new Market Maker Penny Pilot
Add Volume Tier is a reasonable and equitable allocation of fees and
rebates it will incentivize Members to both add and remove liquidity
from the Exchange in order to meet the ADV and ADAV thresholds required
to receive the enhanced rebates.
The Exchange notes that it is not proposing to modify any existing
tiers, but rather to add new tiers that will provide Members with
additional ways to receive higher rebates or pay lower fees. As such,
under the proposal a Member will receive either the same or a higher
rebate or be charged either the same or a lower fee than they would
today. Accordingly, the Exchange believes that the proposed additions
to the Exchange's tiered pricing structure and incentives are not
unfairly discriminatory because they will, except as noted below, apply
uniformly to all Members and are consistent with the overall goals of
enhancing market quality on BATS Options which also benefits all
Members. The Exchange believes that restricting the availability of the
proposed rebates in Penny Pilot Securities associated with the Market
Maker Add Volume Tier to Market Maker orders is reasonable and
equitably allocated as well as not unreasonably discriminatory because
Market Makers are subject to additional regulatory requirements not
applicable for Professional and Firm orders and such Market maker
orders are not currently eligible for certain enhanced rebate tiers
available to Professional and Firm orders under the Professional and
Firm Penny Pilot Add Volume Tiers. The Exchange notes that all non-
Customer orders (i.e., Professional, Firm and Market Maker orders) will
be eligible for the reduced fees proposed as under the Non-Customer
Take Volume Tier 2.
The Exchange reiterates that it operates in a highly competitive
market in which market participants can readily direct order flow to
competing venues if they deem fee levels to be excessive or providers
of routing services if they deem fee levels to be excessive.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. With respect to the proposed
new tiered rebates, the Exchange does not believe that any such changes
burden competition, but instead, enhance competition, as they are
intended to increase the competitiveness of and draw additional volume
to BATS Options. The Exchange also believes the proposed tiers would
further enhance competition because they are similar to pricing tiers
currently available on both the Exchange and other exchanges. As stated
above, the Exchange notes that it operates in a highly competitive
market in which market participants can readily direct order flow to
competing venues if the deem fee structures to be unreasonable or
excessive.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any written comments from members or other interested parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \15\ and paragraph (f)(2) of Rule 19b-4
thereunder.\16\ At any time within 60 days of the filing of the
proposed rule change, the Commission summarily may temporarily suspend
such rule change if it appears to the Commission that such action is
necessary or appropriate in the public interest, for the protection of
investors, or otherwise in furtherance of the purposes of the Act. If
the Commission takes such action, the Commission shall institute
proceedings to determine whether the proposed rule should be approved
or disapproved.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f)(2).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-BATS-2015-02 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-BATS-2015-02. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing will also be available
for
[[Page 2989]]
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-BATS-2015-02 and should be
submitted on or before February 11, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2015-00837 Filed 1-20-15; 8:45 am]
BILLING CODE 8011-01-P