Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the Fee Schedule Under Exchange Rule 7018(a) and (e) With Respect to Transactions in Securities Priced at $1 per Share or More, 11254-11256 [2015-04189]
Download as PDF
11254
Federal Register / Vol. 80, No. 40 / Monday, March 2, 2015 / Notices
2015–01 and should be submitted on or
before March 23, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Jill M. Peterson,
Assistant Secretary.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2015–04181 Filed 2–27–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74363; File No. SR–BX–
2015–013]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Amend the
Fee Schedule Under Exchange Rule
7018(a) and (e) With Respect to
Transactions in Securities Priced at $1
per Share or More
February 24, 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 February
11, 2015, NASDAQ OMX BX, Inc. (‘‘BX’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘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 proposes to amend the
fee schedule under Exchange Rule 7018
with respect to transactions in securities
priced at $1 or more per share.
The text of the proposed rule change
is also available on the Exchange’s Web
site at https://
nasdaqomxbx.cchwallstreet.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
22 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
VerDate Sep<11>2014
16:55 Feb 27, 2015
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 aspects of such
statements.
1. Purpose
The Exchange is proposing to amend
BX Rule 7018(a) and (e) to modify the
fees and rebates assessed under the rule
applicable to transactions in securities
priced at $1 or more. Specifically, the
Exchange proposes to clarify and make
uniform throughout BX Rule 7018(a) the
term ‘‘Midpoint pegging’’, as well as in
BX Rule 7018(e) regarding credits for
retail orders. The Exchange also
proposes to include within BX Rule
7018(a) a specific line item for a credit
for an ‘‘Order with Midpoint pegging
that removes liquidity’’ of $0.0005 per
share executed. The Exchange believes
that these proposed changes increase
transparency as to how a member’s
credit is determined, clarify the fee
schedule, and do not change the overall
current rate for such credits except for
the one minor change noted above.3
Changing the language for nondisplayed orders entered by a member
that provides an average daily volume of
3.5 million or more shares (but less than
5 million shares) of non-displayed
liquidity to include ‘‘other than orders
with Midpoint pegging’’ instead of
‘‘including those pegged to the
midpoint’’ results in no actual change.
Currently, a member would never
receive the $0.0024 per share executed
charge for an order with Midpoint
pegging because instead the member
would have qualified for the $0.0005
per share executed charge for an order
with Midpoint pegging entered by a
member that provides an average daily
volume of 2 million or more shares of
non-displayed liquidity during the
month.
Additionally, the Exchange proposes
to define ‘‘price improvement’’ to mean
instances when the accepted price of an
order differs from the executed price of
an order and incorporate it where
applicable in BX Rule 7018(a) and (e).
The accepted price is the price the
matching engine assigns an order based
on the instructions submitted by the
3 The addition of the language concerning price
improvement to BX Rule 7018 merely reflects how
the system for credits and fees already currently
operates, which is why this new language does not
change the overall current rates for such credits.
PO 00000
Frm 00101
Fmt 4703
Sfmt 4703
member. It may differ from a customer’s
limit price because of the order type
(e.g., pegging and post only orders) or
for regulatory reasons (e.g., Reg SHO,
Reg NMS compliance or other
regulatory restrictions). The accepted
price of an order will not be more
aggressive than the customer’s limit
price, and is often the same as the
customer’s submitted limit price. An
order can execute up to its accepted
price and this is the least advantageous
price at which an order can execute.
Any execution price that is different
than the accepted price must be more
advantageous than the accepted price.
Thus, executions where the accepted
price does not equal the execution price
are situations when the order is
receiving price improvement versus its
accepted price.
The Exchange also proposes to change
the fee assessed for BTFY and BCRT
orders in securities listed on The
NASDAQ Stock Market LLC
(‘‘NASDAQ’’) (‘‘Tape C’’), the New York
Stock Exchange (‘‘NYSE’’) (‘‘Tape A’’)
and on exchanges other than NASDAQ
and the NYSE (‘‘Tape B’’) (collectively,
the ‘‘Tapes’’).
BTFY 4 is a routing option under
which orders check the order execution
and trade reporting system owned and
operated by BX (the ‘‘System’’) for
available shares only if so instructed by
the entering firm and are thereafter
routed to destinations on the System
routing table. If shares remain
unexecuted after routing, they are
posted to the System book. Once on the
System book, should the order
subsequently be locked or crossed by
another market center, the System will
not route the order to the locking or
crossing market center.
BCRT 5 is a routing option under
which orders check the System and then
route to PSX and NASDAQ. If shares
remain unexecuted, they are posted to
the System book or cancelled. Once on
the System book, should the order
subsequently be locked or crossed by
another market center, the System will
not route the order to the locking or
crossing market center.
For BTFY and BCRT orders, the
Exchange currently passes through all
fees and rebates for orders that execute
on PSX or NASDAQ. BTFY and BCRT
orders executed on BX result in a pass
through charge of $0.0025 or $0.0026
per share executed on PSX 6 and
$0.0030 per share executed on
4 See
BX Rule 4758(a)(v).
BX Rule 4758(a)(vii).
6 See NASDAQ OMX PHLX LLC Pricing
Schedule, Section VIII(a)(1).
5 See
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Federal Register / Vol. 80, No. 40 / Monday, March 2, 2015 / Notices
asabaliauskas on DSK5VPTVN1PROD with NOTICES
NASDAQ.7 The Exchange is proposing
to now assess a set charge of $0.0030 per
share executed for BTFY orders that
execute on NYSE, NASDAQ or PSX and
$0.0007 per share executed for BTFY
orders executed on any other venue.
The Exchange is also proposing to now
assess a set charge of $0.0030 per share
executed for BCRT orders that executes
on PSX or NASDAQ in lieu of passing
through credits and rebates.
BX is proposing to eliminate pass
through fees and assess a set fee of
$0.0030 per share executed for both
BTFY and BCRT. The Exchange
currently passes through any routing
fees charged and rebates to NASDAQ or
PSX for these orders, which currently is
$0.0030 per share executed on NASDAQ
and varies by tape on PSX but also may
vary based on changes to those
exchange’s respective fee schedules.
2. Statutory Basis
BX believes that the proposed rule
change is consistent with the provisions
of Section 6 of the Act,8 in general, and
with Sections 6(b)(4) and 6(b)(5) of the
Act,9 in particular, in that it provides for
the equitable allocation of reasonable
dues, fees and other charges among
members and issuers and other persons
using any facility or system which the
Exchange operates or controls, and is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest; and are not designed to
permit unfair discrimination between
customers, issuers, brokers, or dealers.
The Exchange believes that the
proposed changes (i) to make the term
‘‘Midpoint pegging’’ uniform throughout
BX Rule 7018(a) and (e), to define ‘‘price
improvement’ to mean instances when
the accepted price of an order differs
from the executed price of an order and
incorporate it where applicable in BX
Rule 7018(a) and (e), (ii) to include
within BX Rule 7018(a) a specific line
item for a credit for an ‘‘Order with
Midpoint pegging that removes
liquidity’’ of $0.0005 per share
executed, and (iii) to change the
language for non-displayed orders
entered by a member that provides an
NASDAQ Rule 7018(a).
U.S.C. 78f.
9 15 U.S.C. 78f(b)(4) and (5).
average daily volume of 3.5 million or
more shares (but less than 5 million
shares) of non-displayed liquidity to
include ‘‘other than orders with
Midpoint pegging’’ instead of
‘‘including those pegged to the
midpoint’’ are reasonable because they
increase transparency as to how a
member’s charges and credits are
determined. The Exchange also believes
that these changes are consistent with
an equitable allocation of fees and are
not unfairly discriminatory because the
overall current rate for such credits will
not change except for the one minor
change noted above and they apply
uniformly to all market participants to
whom the fee schedule is applicable.
Additionally, the Exchange believes
that the proposed changes to the charges
assessed for BTFY and BCRT orders in
securities of any Tape that execute on
PSX are reasonable because they more
closely align the fee received with the
costs associated with providing routing
services. The Exchange incurs costs in
operating and supporting the routing
function, which are in addition to the
fees of other exchanges that it incurs
when a routed order executes on
another venue. To cover such costs, the
Exchange assesses the proposed fee for
other routed orders, such as BSTG and
BSCN orders, which are assessed a
charge of $0.0030 per share executed.10
Thus, the current pass through fee
results in a discount to the fee assessed
for use of the routing function for other
routed orders.
The Exchange also believes that the
proposed changes are reasonable
because they remove complexity from
the fee schedule and assess a fee that is
not dependent on knowing what the
current liquidity removal rates are on
PSX and NASDAQ. The Exchange
believes that the proposed changes to
BTFY and BCRT order fees are equitably
allocated because all member firms that
receive an execution on PSX and
NASDAQ will be assessed a fee that is
more closely aligned with the costs
incurred by the Exchange, as noted
above. Also, the Exchange believes that
the proposed changes to BTFY and
BCRT order fees as to PSX do not
discriminate unfairly because they
eliminate a distinction in the fees
whereby discounted fees are charged for
use of the Exchange’s routing
functionality. Moreover, the proposed
changes do not discriminate unfairly
because they eliminate a distinction in
the routing fees whereby some fees are
fixed and others are based on fee
assessed by other markets. As noted
7 See
8 15
VerDate Sep<11>2014
16:55 Feb 27, 2015
10 For a description of BSTG and BSCN routing
strategies, see BX Rules 4758(a)(1)(A)(iii) and (iv).
Jkt 235001
PO 00000
Frm 00102
Fmt 4703
Sfmt 4703
11255
above, most routing fees are based on a
set fee, and are not tied to the fees of
other markets.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule changes will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as
amended.11 BX notes that it operates in
a highly competitive market in which
market participants can readily favor
over 40 different competing exchanges
and alternative trading systems if they
deem fee levels at a particular venue to
be excessive, or rebate opportunities
available at other venues to be more
favorable. In such an environment, BX
must continually adjust its fees to
remain competitive with other
exchanges. Because competitors are free
to modify their own fees in response,
and because market participants may
readily adjust their order routing
practices, BX believes that the degree to
which fee changes in this market may
impose any burden on competition is
extremely limited.
In this instance, the changes to
routing fees and credits do not impose
a burden on competition because the
Exchange’s routing services are optional
and are the subject of competition from
other exchanges and broker-dealers that
offer routing services, as well as the
ability of members to develop their own
routing capabilities. The standardization
of fees for execution of BTFY and BCRT
orders that route from BX to PSX or
NASDAQ are reflective of a need to
better align the fees received with the
costs incurred in operating and
supporting the routing function. It
removes an unnecessarily complex
process to determine the fee assessed
with a set fee, which is consistent with
other BX routing fees. Under the current
fees, a member firm must know what
the fee schedule is on PSX and
NASDAQ at any given time. Thus, the
changes will simplify the fee schedule
by providing certainty to the fee
assessed. For these reasons, the
Exchange does not believe that any of
the proposed changes will impair the
ability of members or competing order
execution venues to maintain their
competitive standing in the financial
markets. Moreover, because there are
numerous competitive alternatives to
the use of the Exchange, it is likely that
BX will lose market share as a result of
the changes if they are unattractive to
market participants. Finally, the
changes relating to Midpoint pegging
11 15
E:\FR\FM\02MRN1.SGM
U.S.C. 78f(b)(8).
02MRN1
11256
Federal Register / Vol. 80, No. 40 / Monday, March 2, 2015 / Notices
also will not result in any burden on
competition because they serve to
clarify and enhance the understanding
of members as to how rates are assigned.
Accordingly, BX does not believe that
the proposed rule changes will impair
the ability of members or competing
order execution venues to maintain
their competitive standing in the
financial markets.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 12 and paragraph (f) of Rule
19b–4 13 thereunder. At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Copies of the submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BX–
2015–013, and should be submitted on
or before March 23, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Jill M. Peterson,
Assistant Secretary.
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:
[FR Doc. 2015–04189 Filed 2–27–15; 8:45 am]
Electronic Comments
Government/Industry Aeronautical
Charting Forum Meeting
• 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–
BX–2015–013 on the subject line.
asabaliauskas on DSK5VPTVN1PROD with NOTICES
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–BX–2015–013. 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).
12 15
13 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
VerDate Sep<11>2014
16:55 Feb 27, 2015
BILLING CODE 8011–01–P
DEPARTMENT OF TRANSPORTATION
Federal Aviation Administration
Federal Aviation
Administration (FAA), DOT.
ACTION: Notice of public meeting.
AGENCY:
This notice announces the biannual meeting of the Federal Aviation
Administration (FAA) Aeronautical
Charting Forum (ACF) to discuss
informational content and design of
aeronautical charts and related
products, as well as instrument flight
procedures development policy and
design criteria.
DATES: The ACF is separated into two
distinct groups. The Instrument
Procedures Group (IPG) will meet April
28, 2015 from 8:30 a.m. to 5:00 p.m. The
Charting Group will meet April 29 and
30, 2015 from 8:30 a.m. to 5:00 p.m.
ADDRESSES: The meeting will be hosted
by Pragmatics, Inc. Company at 1761
SUMMARY:
14 17
Jkt 235001
PO 00000
CFR 200.30–3(a)(12).
Frm 00103
Fmt 4703
Sfmt 4703
Business Center Drive, Reston, VA
20190.
For
information relating to the Instrument
Procedures Group, contact Thomas E.
Schneider, FAA, Flight Procedures
Standards Branch, AFS–420, 6500
South MacArthur Blvd., P.O. Box 25082,
Oklahoma City, OK 73125; telephone:
(405) 954–5852.
For information relating to the
Charting Group, contact Valerie S.
Watson, FAA, National Aeronautical
Navigation Products (AeroNav
Products), Quality Assurance &
Standards, AJV–344, 1305 East-West
Highway, SSMC4, Station 3409, Silver
Spring, MD 20910; telephone: (301)
427–5155.
SUPPLEMENTARY INFORMATION: Pursuant
to § 10(a)(2) of the Federal Advisory
Committee Act (Pub. L. 92–463; 5 U.S.C.
App. II), notice is hereby given of a
meeting of the FAA Aeronautical
Charting Forum to be held from April 28
through April 30, 2015, from 8:30 a.m.
to 5:00 p.m. at Pragmatics Inc.
Company, at their offices at 1761
Business Center Drive, Reston, VA
20190.
The Instrument Procedures Group
agenda will include briefings and
discussions on recommendations
regarding pilot procedures for
instrument flight, as well as criteria,
design, and developmental policy for
instrument approach and departure
procedures.
The Charting Group agenda will
include briefings and discussions on
recommendations regarding
aeronautical charting specifications,
flight information products, and new
aeronautical charting and air traffic
control initiatives. Attendance is open
to the interested public, but will be
limited to the space available.
Please note the following special
security requirements for access to the
Pragmatics, Inc. Corporation
Headquarters. A picture I.D. is required
of all U.S. citizens. All foreign national
participants are required to have a
passport. Additionally, not later than
March 30, 2015, foreign national
attendees must provide their name,
country of citizenship, company/
organization representing, and country
of the company/organization. Send the
information to: Steve VanCamp,
Pragmatics Inc., FAA, Aviation Safety—
Flight Standards Service, AFS–420,
6500 South MacArthur Blvd., P.O. Box
25082, Oklahoma City, OK, 73125 or via
Email (preferred) to: steve.ctr.vancamp@
faa.gov. Foreign nationals who do not
provide the required information will
FOR FURTHER INFORMATION CONTACT:
E:\FR\FM\02MRN1.SGM
02MRN1
Agencies
[Federal Register Volume 80, Number 40 (Monday, March 2, 2015)]
[Notices]
[Pages 11254-11256]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-04189]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74363; File No. SR-BX-2015-013]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Amend the
Fee Schedule Under Exchange Rule 7018(a) and (e) With Respect to
Transactions in Securities Priced at $1 per Share or More
February 24, 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 February 11, 2015, NASDAQ OMX BX, Inc. (``BX'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``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.
---------------------------------------------------------------------------
\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 proposes to amend the fee schedule under Exchange Rule
7018 with respect to transactions in securities priced at $1 or more
per share.
The text of the proposed rule change is also available on the
Exchange's Web site at https://nasdaqomxbx.cchwallstreet.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 aspects 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 is proposing to amend BX Rule 7018(a) and (e) to
modify the fees and rebates assessed under the rule applicable to
transactions in securities priced at $1 or more. Specifically, the
Exchange proposes to clarify and make uniform throughout BX Rule
7018(a) the term ``Midpoint pegging'', as well as in BX Rule 7018(e)
regarding credits for retail orders. The Exchange also proposes to
include within BX Rule 7018(a) a specific line item for a credit for an
``Order with Midpoint pegging that removes liquidity'' of $0.0005 per
share executed. The Exchange believes that these proposed changes
increase transparency as to how a member's credit is determined,
clarify the fee schedule, and do not change the overall current rate
for such credits except for the one minor change noted above.\3\
---------------------------------------------------------------------------
\3\ The addition of the language concerning price improvement to
BX Rule 7018 merely reflects how the system for credits and fees
already currently operates, which is why this new language does not
change the overall current rates for such credits.
---------------------------------------------------------------------------
Changing the language for non-displayed orders entered by a member
that provides an average daily volume of 3.5 million or more shares
(but less than 5 million shares) of non-displayed liquidity to include
``other than orders with Midpoint pegging'' instead of ``including
those pegged to the midpoint'' results in no actual change. Currently,
a member would never receive the $0.0024 per share executed charge for
an order with Midpoint pegging because instead the member would have
qualified for the $0.0005 per share executed charge for an order with
Midpoint pegging entered by a member that provides an average daily
volume of 2 million or more shares of non-displayed liquidity during
the month.
Additionally, the Exchange proposes to define ``price improvement''
to mean instances when the accepted price of an order differs from the
executed price of an order and incorporate it where applicable in BX
Rule 7018(a) and (e). The accepted price is the price the matching
engine assigns an order based on the instructions submitted by the
member. It may differ from a customer's limit price because of the
order type (e.g., pegging and post only orders) or for regulatory
reasons (e.g., Reg SHO, Reg NMS compliance or other regulatory
restrictions). The accepted price of an order will not be more
aggressive than the customer's limit price, and is often the same as
the customer's submitted limit price. An order can execute up to its
accepted price and this is the least advantageous price at which an
order can execute. Any execution price that is different than the
accepted price must be more advantageous than the accepted price. Thus,
executions where the accepted price does not equal the execution price
are situations when the order is receiving price improvement versus its
accepted price.
The Exchange also proposes to change the fee assessed for BTFY and
BCRT orders in securities listed on The NASDAQ Stock Market LLC
(``NASDAQ'') (``Tape C''), the New York Stock Exchange (``NYSE'')
(``Tape A'') and on exchanges other than NASDAQ and the NYSE (``Tape
B'') (collectively, the ``Tapes'').
BTFY \4\ is a routing option under which orders check the order
execution and trade reporting system owned and operated by BX (the
``System'') for available shares only if so instructed by the entering
firm and are thereafter routed to destinations on the System routing
table. If shares remain unexecuted after routing, they are posted to
the System book. Once on the System book, should the order subsequently
be locked or crossed by another market center, the System will not
route the order to the locking or crossing market center.
---------------------------------------------------------------------------
\4\ See BX Rule 4758(a)(v).
---------------------------------------------------------------------------
BCRT \5\ is a routing option under which orders check the System
and then route to PSX and NASDAQ. If shares remain unexecuted, they are
posted to the System book or cancelled. Once on the System book, should
the order subsequently be locked or crossed by another market center,
the System will not route the order to the locking or crossing market
center.
---------------------------------------------------------------------------
\5\ See BX Rule 4758(a)(vii).
---------------------------------------------------------------------------
For BTFY and BCRT orders, the Exchange currently passes through all
fees and rebates for orders that execute on PSX or NASDAQ. BTFY and
BCRT orders executed on BX result in a pass through charge of $0.0025
or $0.0026 per share executed on PSX \6\ and $0.0030 per share executed
on
[[Page 11255]]
NASDAQ.\7\ The Exchange is proposing to now assess a set charge of
$0.0030 per share executed for BTFY orders that execute on NYSE, NASDAQ
or PSX and $0.0007 per share executed for BTFY orders executed on any
other venue. The Exchange is also proposing to now assess a set charge
of $0.0030 per share executed for BCRT orders that executes on PSX or
NASDAQ in lieu of passing through credits and rebates.
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\6\ See NASDAQ OMX PHLX LLC Pricing Schedule, Section
VIII(a)(1).
\7\ See NASDAQ Rule 7018(a).
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BX is proposing to eliminate pass through fees and assess a set fee
of $0.0030 per share executed for both BTFY and BCRT. The Exchange
currently passes through any routing fees charged and rebates to NASDAQ
or PSX for these orders, which currently is $0.0030 per share executed
on NASDAQ and varies by tape on PSX but also may vary based on changes
to those exchange's respective fee schedules.
2. Statutory Basis
BX believes that the proposed rule change is consistent with the
provisions of Section 6 of the Act,\8\ in general, and with Sections
6(b)(4) and 6(b)(5) of the Act,\9\ in particular, in that it provides
for the equitable allocation of reasonable dues, fees and other charges
among members and issuers and other persons using any facility or
system which the Exchange operates or controls, and is designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, to foster cooperation and
coordination with persons engaged in regulating, clearing, settling,
processing information with respect to, and facilitating transactions
in securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest; and are not designed to
permit unfair discrimination between customers, issuers, brokers, or
dealers.
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\8\ 15 U.S.C. 78f.
\9\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the proposed changes (i) to make the
term ``Midpoint pegging'' uniform throughout BX Rule 7018(a) and (e),
to define ``price improvement' to mean instances when the accepted
price of an order differs from the executed price of an order and
incorporate it where applicable in BX Rule 7018(a) and (e), (ii) to
include within BX Rule 7018(a) a specific line item for a credit for an
``Order with Midpoint pegging that removes liquidity'' of $0.0005 per
share executed, and (iii) to change the language for non-displayed
orders entered by a member that provides an average daily volume of 3.5
million or more shares (but less than 5 million shares) of non-
displayed liquidity to include ``other than orders with Midpoint
pegging'' instead of ``including those pegged to the midpoint'' are
reasonable because they increase transparency as to how a member's
charges and credits are determined. The Exchange also believes that
these changes are consistent with an equitable allocation of fees and
are not unfairly discriminatory because the overall current rate for
such credits will not change except for the one minor change noted
above and they apply uniformly to all market participants to whom the
fee schedule is applicable.
Additionally, the Exchange believes that the proposed changes to
the charges assessed for BTFY and BCRT orders in securities of any Tape
that execute on PSX are reasonable because they more closely align the
fee received with the costs associated with providing routing services.
The Exchange incurs costs in operating and supporting the routing
function, which are in addition to the fees of other exchanges that it
incurs when a routed order executes on another venue. To cover such
costs, the Exchange assesses the proposed fee for other routed orders,
such as BSTG and BSCN orders, which are assessed a charge of $0.0030
per share executed.\10\ Thus, the current pass through fee results in a
discount to the fee assessed for use of the routing function for other
routed orders.
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\10\ For a description of BSTG and BSCN routing strategies, see
BX Rules 4758(a)(1)(A)(iii) and (iv).
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The Exchange also believes that the proposed changes are reasonable
because they remove complexity from the fee schedule and assess a fee
that is not dependent on knowing what the current liquidity removal
rates are on PSX and NASDAQ. The Exchange believes that the proposed
changes to BTFY and BCRT order fees are equitably allocated because all
member firms that receive an execution on PSX and NASDAQ will be
assessed a fee that is more closely aligned with the costs incurred by
the Exchange, as noted above. Also, the Exchange believes that the
proposed changes to BTFY and BCRT order fees as to PSX do not
discriminate unfairly because they eliminate a distinction in the fees
whereby discounted fees are charged for use of the Exchange's routing
functionality. Moreover, the proposed changes do not discriminate
unfairly because they eliminate a distinction in the routing fees
whereby some fees are fixed and others are based on fee assessed by
other markets. As noted above, most routing fees are based on a set
fee, and are not tied to the fees of other markets.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule changes will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended.\11\
BX notes that it operates in a highly competitive market in which
market participants can readily favor over 40 different competing
exchanges and alternative trading systems if they deem fee levels at a
particular venue to be excessive, or rebate opportunities available at
other venues to be more favorable. In such an environment, BX must
continually adjust its fees to remain competitive with other exchanges.
Because competitors are free to modify their own fees in response, and
because market participants may readily adjust their order routing
practices, BX believes that the degree to which fee changes in this
market may impose any burden on competition is extremely limited.
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\11\ 15 U.S.C. 78f(b)(8).
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In this instance, the changes to routing fees and credits do not
impose a burden on competition because the Exchange's routing services
are optional and are the subject of competition from other exchanges
and broker-dealers that offer routing services, as well as the ability
of members to develop their own routing capabilities. The
standardization of fees for execution of BTFY and BCRT orders that
route from BX to PSX or NASDAQ are reflective of a need to better align
the fees received with the costs incurred in operating and supporting
the routing function. It removes an unnecessarily complex process to
determine the fee assessed with a set fee, which is consistent with
other BX routing fees. Under the current fees, a member firm must know
what the fee schedule is on PSX and NASDAQ at any given time. Thus, the
changes will simplify the fee schedule by providing certainty to the
fee assessed. For these reasons, the Exchange does not believe that any
of the proposed changes will impair the ability of members or competing
order execution venues to maintain their competitive standing in the
financial markets. Moreover, because there are numerous competitive
alternatives to the use of the Exchange, it is likely that BX will lose
market share as a result of the changes if they are unattractive to
market participants. Finally, the changes relating to Midpoint pegging
[[Page 11256]]
also will not result in any burden on competition because they serve to
clarify and enhance the understanding of members as to how rates are
assigned.
Accordingly, BX does not believe that the proposed rule changes
will impair the ability of members or competing order execution venues
to maintain their competitive standing in the financial markets.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing change has become effective pursuant to Section
19(b)(3)(A) of the Act \12\ and paragraph (f) of Rule 19b-4 \13\
thereunder. At any time within 60 days of the filing of the proposed
rule change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-BX-2015-013 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-BX-2015-013. This file
number should be included on the subject line if email is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for Web site
viewing and printing in the Commission's Public Reference Room, 100 F
Street NE., Washington, DC 20549, on official business days between the
hours of 10:00 a.m. and 3:00 p.m. Copies of such filing also will be
available for inspection and copying at the principal office of the
Exchange. All comments received will be posted without change; the
Commission does not edit personal identifying information from
submissions. You should submit only information that you wish to make
available publicly. All submissions should refer to File Number SR-BX-
2015-013, and should be submitted on or before March 23, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
Jill M. Peterson,
Assistant Secretary.
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\14\ 17 CFR 200.30-3(a)(12).
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[FR Doc. 2015-04189 Filed 2-27-15; 8:45 am]
BILLING CODE 8011-01-P