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., 17518-17522 [2015-07363]
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17518
Federal Register / Vol. 80, No. 62 / Wednesday, April 1, 2015 / Notices
filing also will be available for
inspection and copying at the principal
office of CME and on CME’s Web site at
https://www.cmegroup.com/marketregulation/rule-filings.html.
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–CME–2015–005 and should
be submitted on or before April 22,
2015.
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 www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Brent J. Fields,
Secretary.
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 No. SR–
CME–2015–005 on the subject line.
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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) 10 of the Act and paragraph
(f)(4)(ii) of Rule 19b–4 11 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.
SECURITIES AND EXCHANGE
COMMISSION
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.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 21049–1090.
All submissions should refer to File
Number SR–CME–2015–005. 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 or
10:00 a.m. and 3:00 p.m. Copies of such
10 15
11 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(4)(ii).
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[FR Doc. 2015–07361 Filed 3–31–15; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–74589; File No. SR–BATS–
2015–23]
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.
March 26, 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 March 17,
2015, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) 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
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.
12 17
CFR 200.30–3(a)(12).
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).
1 15
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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 its
fee schedule in order to: (1) Modify the
requirements for meeting Add Volume
Tiers 5 and 6; (2) delete Tier 3 of the
Cross-Asset Step-Up Tiers; (3) adjust
rebates for orders that yield fee code A;
(4) add new fee code RN; (5) add a
clarifying statement regarding fee codes
applicable to certain orders routed to
NYSE Arca, Inc. (‘‘NYSE Arca’’); and (6)
to make a non-substantive change to
remove a typographical error.
Modifying Add Volume Tiers 5 and 6
The Exchange proposes to amend its
fee schedule to raise the ADAV 6 as a
percentage of TCV 7 required to meet
Tiers 5 and 6 of the Add Volume Tiers
5 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer that has been admitted
to membership in the Exchange.’’ See Exchange
Rule 1.5(n).
6 ‘‘ADAV’’ means average daily volume calculated
as the number of shares added per day on a
monthly basis.
7 ‘‘TCV’’ means total consolidated volume
calculated as the volume reported by all exchanges
and trade reporting facilities to a consolidated
transaction reporting plan for the month for which
the fees apply.
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change represents a pass through of the
lowest possible rebate that BATS
Trading, Inc. (‘‘BATS Trading’’), the
Exchange’s affiliated routing brokerdealer, receives for adding liquidity on
Nasdaq. When BATS Trading routes and
adds liquidity to Nasdaq, it is rebated a
standard rate of $0.0004 per share for
orders in select symbols (‘‘Nasdaq’s
Select Symbol Program’’). When BATS
Trading routes to Nasdaq in other
symbols, it is rebated a standard rate of
$0.0015 per share. Further, BATS
Trading might qualify for tiered pricing
that would increase the amount of the
rebate received. However, due to billing
system limitations that do not allow for
separate rates on a security by security
basis and in order to maintain a simple
to understand fee schedule, the
Cross-Asset Step-Up Tiers
Exchange will provide a rebate of
The Exchange is also proposing to
$0.0004 per share for executions in all
eliminate Tier 3 of the Cross-Asset Step- Tapes A, B & C securities routed to
Up Tiers. Currently, the Exchange offers Nasdaq that yield fee code A.
a $0.0032 rebate per share added to
The Exchange notes that the proposed
Members that qualify for Tier 3 of the
change is in response to Nasdaq’s
Cross-Asset Step-Up Tiers by having a
January 2015 fee change where Nasdaq
Step-Up Add TCV 9 from December
decreased the rebate it provides its
2014 equal to or greater than 0.15% and customers, such as BATS Trading, for
an Options Step-Up Add TCV 10 equal to orders in symbols included in Nasdaq’s
or greater than 0.60%. As stated above,
Select Symbol Program from a rebate of
the Exchange is proposing to eliminate
$0.0015 per share to a rebate of $0.0004
Tier 3, but is not proposing to make any per share.11
changes to existing Tiers 1 and 2. As
part of this change, the Exchange is also Fee Code RN
proposing to remove the third column
The Exchange proposes to adopt new
from the Cross-Asset Step-Up Tiers
fee code RN, which would be applied to
chart because the deletion of Tier 3
orders routed to Nasdaq using the ROOC
removes any need for a column related
routing strategy that add liquidity.
to a Member’s Step-Up Add TCV from
Orders that yield fee code RN will
December 2014. The Exchange also
receive a rebate of $0.0015 per share.
proposes to eliminate the column that
The ROOC Routing strategy routes
includes the word ‘‘and’’ between the
orders to participate in the opening, rethird column and the Options Step-Up
opening (following a halt, suspension,
Add TCV column.
or pause), or closing process of a
primary listing market if received before
Fee Code A
the opening/re-opening/closing time of
In securities priced at or above $1.00,
such market. In turn, an order that has
the Exchange currently provides a
been sent to participate in an opening or
rebate of $0.0015 per share for Members’ closing process may add liquidity prior
orders that yield fee code A, which
to the commencement of such process.
routes to Nasdaq Stock Market LLC
Proposed fee code RN represents a pass
(‘‘Nasdaq’’) and adds liquidity. The
through of the standard rebate that
Exchange proposes to amend its Fee
BATS Trading, the Exchange’s affiliated
Schedule to decrease this rebate to
routing broker-dealer, is rebated for
$0.0004 per share for Members’ orders
added liquidity on Nasdaq in securities
that yield fee code A. The proposed
not included in Nasdaq’s Select Symbol
Program (presuming it does not qualify
8 ‘‘ADV’’ means average daily volume calculated
for a volume tiered rebate). When BATS
as the number of shares added or removed,
Trading routes to Nasdaq using the
combined, per day on a monthly basis.
ROOC routing strategy and an order
9 ‘‘Step-Up Add TCV’’ means ADAV as a
adds liquidity, BATS Trading receives a
percentage of TCV in the relevant baseline month
subtracted from current ADAV as a percentage of
standard rebate of $0.0015 per share for
TCV.
securities that are not included in
10 ‘‘Options Step-Up Add TCV’’ means ADAV as
Nasdaq’s Select Symbol Program. As
a percentage of TCV in January 2014 subtracted
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from 0.75% and 1.00% to 1.00% and
1.25%, respectively. Currently, the
Exchange offers a $0.0031 rebate per
share added to Members that qualify for
Tier 5 of the Add Volume Tiers by
having an ADAV as a percentage of TCV
equal to or greater than 0.75% or an
ADV 8 as a percentage of TCV equal to
or greater than 1.40%. The Exchange
also offers a $0.0032 rebate per share
added to Members that qualify for Tier
6 of the Add Volume Tiers by having an
ADAV as a percentage of TCV equal to
or greater than 1.00% or an ADV as a
percentage of TCV equal to or greater
than 1.75%. The Exchange is not
proposing to change the rebates or ADV
as a percentage of TCV thresholds
associated with Tiers 5 and 6.
from current ADAV as a percentage of TCV, using
the definitions of ADAV and TCV as provided
under the Exchange’s fee schedule for BATS
Options.
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11 See Securities Exchange Act Release No. 73967
(December 30, 2014), 80 FR 594 (January 6, 2015)
(SR–Nasdaq–2014–128).
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noted above, due to billing system
limitations that do not allow for
separate rates on a security by security
basis and in order to maintain a simple
to understand fee schedule, the
Exchange will pass through the rebate of
$0.0015 per share for executions in all
Tapes A, B & C securities routed to
Nasdaq that yield fee code RN. The
Exchange notes that fee code A above
will continue to be applied to all orders
routed to Nasdaq not utilizing the ROOC
routing strategy that add liquidity.
Orders routed via ROOC that add
liquidity at Nasdaq have previously
yielded fee code A, and thus, have
received a rebate of $0.0015 per share.
The Exchange has proposed to add fee
code RN to maintain the applicable
pricing (i.e., a rebate of $0.0015 per
share) for orders that are routed via
ROOC and add liquidity at Nasdaq. The
Exchange notes that it has proposed to
pass on the standard rebate for
executions that yield fee code RN even
though the Exchange will receive a
lower rebate per share, $.0004 per share,
for executions of securities that are
included in Nasdaq’s Select Symbol
Program.
NYSE and NYSE MKT Rule 49
The Exchange proposes to add a
bullet under the General Notes section
of the Fee Schedule to describe the rates
that would apply where the New York
Stock Exchange, Inc. (‘‘NYSE’’) or NYSE
MKT LLC (‘‘NYSE MKT’’) declare an
emergency condition under their Rule
49. Under NYSE and NYSE MKT Rule
49, the NYSE or NYSE MKT may invoke
their emergency powers during an
emergency condition and designate
NYSE Arca as their backup facility to
receive and process bids and offers and
to execute orders on behalf of the NYSE
or NYSE MKT. In such case, the
Exchange will route any order that was
intended to be routed to the NYSE or
NYSE MKT to NYSE Arca and the
Exchange’s System will identify such
trades as being executed on NYSE Arca,
not the NYSE or NYSE MKT. Because
the executions occurred on NYSE Arca,
NYSE Arca will charge BATS Trading
their applicable fee or rebate, and BATS
Trading will pass through that fee or
rebate to the Exchange who would, in
turn, pass that rate along to its Members.
Therefore, the Exchange proposes to add
a bullet to its Fee Schedule stating that
fee codes applicable to orders routed to
NYSE Arca will be applied to orders
routed to the NYSE or NYSE MKT
where, pursuant to NYSE and NYSE
MKT Rule 49, the NYSE or NYSE MKT
have designated NYSE Arca as their
backup facility to receive and process
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bids and offers and to execute orders on
behalf of the NYSE or NYSE MKT.
Non-Substantive Change
The Exchange is proposing to make a
non-substantive change to revise
references to ‘‘the BZX Top’’ and ‘‘the
BZX Last Sale’’ that are currently
present in the Market Data Fees section
of the fee schedule. The Exchange is
proposing to delete the word ‘‘the’’ from
those references.
Implementation Date
The Exchange proposes to implement
the amendments to its fee schedule
effective immediately.
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2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6 of the Act.12
Specifically, the Exchange believes that
the proposed rule change is consistent
with Sections 6(b)(4) of the Act and
6(b)(5) of the Act,13 in that it provides
for the equitable allocation of reasonable
dues, fees and other charges among
members and other persons using any
facility or system which the Exchange
operates or controls. The Exchange
notes that it operates in a highly
competitive market in which market
participants can readily direct order
flow to competing venues if they deem
fee levels at a particular venue to be
excessive.
Modifying Add Volume Tiers 5 and 6
The Exchange believes that its
proposal to increase the threshold of
ADAV as a percentage of TCV that a
Member must achieve in order to
qualify for Tiers 5 and 6 of the Add
Volume Tiers is reasonable, fair, and
equitable because it will provide an
incentive to Members to increase the
amount of liquidity that they add on the
Exchange. While the proposed changes
would make it more difficult to meet or
exceed the threshold to qualify for Tiers
5 and 6, the Exchange believes that the
increased liquidity from incentivizing
Members to increase their participation
on the Exchange will benefit all
investors by deepening the liquidity
pool on the Exchange, supporting the
quality of price discovery, promoting
market transparency, and improving
investor protection would offset the
negative effects that such an increase
would have. The Exchange believes that
12 15
13 15
U.S.C. 78f.
U.S.C. 78f(b)(4) and (5).
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tiered pricing programs such as that
proposed herein reward a Member’s
increased participation on the Exchange
and that such increased volume
increases the potential revenue to the
Exchange, which will allow the
Exchange to continue to provide and
potentially expand the incentive
programs operated by the Exchange.
Such pricing programs are also fair and
equitable and non-discriminatory in that
they are available to all Members.
Further, volume-based rebates and fees
such as the ones maintained by the
Exchange, including those amendments
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 of 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.
Cross-Asset Step-Up Tiers
The Exchange believes that its
proposal to eliminate Tier 3 from the
Cross-Asset Step-Up Tiers is reasonable,
fair, and equitable for several of the
reasons stated above. Specifically, the
requirements to qualify for Tier 3 and
the increased rebate associated
therewith have not operated in the way
that it was designed or the way the
Exchange believed in that it has not
resulted in an increase in liquidity or
any of the ancillary benefits to the
market that come from increased
liquidity on the Exchange. As such, the
Exchange believes that removing the tier
from its fee schedule is reasonable, fair,
and equitable. The Exchange also
believes that the proposed amendment
is non-discriminatory because it applies
uniformly to all Members.
Fee Code A
The Exchange believes that its
proposal to decrease the pass through
rebate for Members’ orders that yield fee
code A from $0.0015 to $0.0004 per
share represents an equitable allocation
of reasonable dues, fees, and other
charges among Members and other
persons using its facilities. Prior to the
changes related to the Nasdaq Select
Symbol Program, Nasdaq provided
BATS Trading a rebate of $0.0015 per
share for orders that added liquidity,
which BATS Trading passed through to
the Exchange and the Exchange passed
through to its Members pursuant to fee
code A. In January 2015, Nasdaq
decreased the standard rebate it
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provides its customers, such as BATS
Trading, from a rebate of $0.0015 per
share to a rebate of $0.0004 per share for
orders that add liquidity on Nasdaq in
symbols included in its Select Symbol
Program.14 Therefore, the Exchange
believes that the proposed change in fee
code A from a rebate of $0.0015 per
share to a rebate of $0.0004 per share is
equitable and reasonable because it
accounts for the pricing changes on
Nasdaq and is necessary due to billing
system limitations and to maintain a
simple to understand fee schedule. The
Exchange notes that routing through
BATS Trading is voluntary. Lastly, the
Exchange also believes that the
proposed amendment is nondiscriminatory because it applies
uniformly to all Members.
Fee Code RN
The Exchange believes its proposal to
adopt new fee code RN, which would be
applied to orders routed to Nasdaq
using the ROOC routing strategy that
add liquidity, represents an equitable
allocation of reasonable dues, fees, and
other charges among Members and other
persons using its facilities because the
Exchange does not levy additional fees
or offer additional rebates for orders that
it routes to Nasdaq through BATS
Trading using the ROOC routing
strategy. Proposed fee code RN
represents a pass through of the
standard rebate that BATS Trading, the
Exchange’s affiliated routing brokerdealer, receives for adding liquidity to
Nasdaq in securities not included in
Nasdaq’s Select Symbol Program
(presuming BATS Trading does not
qualify for a volume tiered rebate). The
Exchange believes the proposal to
provide proposed fee code RN a rebate
of $0.0015 per share is equitable and
reasonable because it accounts for
pricing on Nasdaq in securities not
subject to the Select Symbol Program
and it allows the Exchange to continue
to provide its Members a pass-through
rebate of $0.0015 per share for orders
that are routed to Nasdaq using the
ROOC routing strategy. The Exchange
notes that it has proposed to pass on the
standard rebate of $0.0015 for
executions that yield fee code RN even
though the Exchange will receive a
lower rebate per share, $0.0004 per
share, for executions of securities that
are included in Nasdaq’s Select Symbol
Program. The Exchange believes that the
proposed fee structure is equitable and
reasonable because it does not represent
a change from the current pricing
applicable to orders sent through such
strategy that add liquidity at Nasdaq and
14 See
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because orders that use the ROOC
routing strategy could only add liquidity
at Nasdaq immediately prior to the
opening or closing processes rather than
throughout the day. The Exchange notes
that routing through BATS Trading is
voluntary. Lastly, the Exchange also
believes that the proposed amendment
is non-discriminatory because it applies
uniformly to all Members.
NYSE and NYSE MKT Rule 49
The Exchange believes that adding a
bullet under the General Notes section
of the Fee Schedule to describe the rates
that would apply where the NYSE or
NYSE MKT declare an emergency
condition under their Rule 49 is
reasonable because it is designed to
provide greater transparency to
Members by describing which rates
would apply in such circumstances. In
the case when NYSE or NYSE MKT
invoke their Rule 49, the Exchange will
route any order that was intended for
the NYSE or NYSE MKT to NYSE Arca
and the Exchange’s System will identify
such trades as being executed on NYSE
Arca, not the NYSE or NYSE MKT.
Because the executions occurred on
NYSE Arca, NYSE Arca will charge
their applicable fee or rebate. The
proposed bullet is intended to make
clear within the Fee Schedule which
rate would apply where the NYSE or
NYSE MKT invoke their emergency
powers under their Rule 49, thereby
eliminating potential investor
confusion, removing impediments to
and perfecting the mechanism of a free
and open market and a national market
system, and, in general, protecting
investors and the public interest. The
Exchange notes that routing through
BATS Trading is voluntary. Lastly, the
Exchange also believes that the
proposed amendment is nondiscriminatory because it applies
uniformly to all Members.
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Non-Substantive Changes
Finally, the Exchange believes that
the non-substantive changes discussed
above would contribute to the
protection of investors and the public
interest by helping to avoid confusion
with respect the Exchange fee schedule.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
As further described below, 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.
The Exchange does not believe that the
proposed changes represent a significant
departure from previous pricing offered
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by the Exchange or pricing offered by
the Exchange’s competitors.
Additionally, Members may opt to
disfavor the Exchange’s pricing if they
believe that alternatives offer them
better value. Accordingly, the Exchange
does not believe that the proposed
changes will impair the ability of
Members or competing venues to
maintain their competitive standing in
the financial markets.
Modifying Add Volume Tiers 5 and 6
The Exchange believes that the
proposed changes to the Add Volume
Tiers will allow the Exchange to
compete more ably with other execution
venues by drawing additional volume to
the Exchange, thereby making it a more
desirable destination venue for its
customers. Further, the Exchange does
not believe that these proposed changes
represent a significant departure from
previous pricing offered by the
Exchange or pricing offered by the
Exchange’s competitors. Additionally,
Members may opt to disfavor the
Exchange’s pricing if they believe that
alternatives offer them better value.
Accordingly, the Exchange does not
believe that the proposed change will
impair the ability of Members or
competing venues to maintain their
competitive standing in the financial
markets.
Cross-Asset Step-Up Tiers
The Exchange believes that its
proposal to eliminate Tier 3 from the
Cross-Asset Step-Up Tiers will have no
effect on competition because, as
explained above, the tier has not had a
significant impact on trading activity on
the Exchange.
Fee Code A
The Exchange also believes that its
proposal to amend the pricing for orders
routed to Nasdaq would enhance the
Exchange’s ability to compete because
the change is designed to insure that it
is not providing a greater rebate than is
being provided to BATS Trading by
Nasdaq for an execution. The Exchange
believes that its proposal would not
burden intramarket competition because
the proposed rate would apply
uniformly to all Members.
Fee Code RN
The Exchange believes that its
proposal to add fee code RN for orders
that route to Nasdaq using the ROOC
routing strategy and pass through a
rebate of $0.0015 per share to Members
would increase intermarket competition
because it offers customers an
alternative means to route orders to
Nasdaq to participate in their opening,
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17521
re-opening or closing process for a
similar rate as entering orders in certain
symbols on Nasdaq directly. The
Exchange believes that its proposal
would not burden intramarket
competition because the proposed rate
would apply uniformly to all Members.
NYSE and NYSE MKT Rule 49
The Exchange believes that adding a
bullet under the General Notes section
of the Fee Schedule to describe which
rates that would apply where the NYSE
or NYSE MKT declare an emergency
condition under their Rule 49 would not
affect intermarket nor intramarket
competition because none of these
changes are designed to amend any
rebate or alter the manner in which the
Exchange calculates rebates. This
change is not designed to have a
competitive impact. Rather, it is
intended to make clear to Members and
investors within the Fee Schedule
which rate would apply where the
NYSE or NYSE MKT invoke their
emergency powers under their Rule 49,
thereby eliminating potential investor
confusion.
Non-Substantive Changes
The Exchange believes that the nonsubstantive changes to the fee schedule
would not affect intermarket nor
intramarket competition because none
of the proposed changes are designed to
amend any fee or rebate or to alter the
manner in which the Exchange asses
fees or rebates. The changes are
intended to make the fee schedule as
clear and concise as possible.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 15 and paragraph (f) of Rule
19b–4 thereunder.16 At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
15 15
16 17
E:\FR\FM\01APN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
01APN1
17522
Federal Register / Vol. 80, No. 62 / Wednesday, April 1, 2015 / Notices
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Brent J. Fields,
Secretary.
[FR Doc. 2015–07363 Filed 3–31–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–74594; File No. SR–BYX–
2015–18]
• 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–2015–23 on the subject line.
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.
March 26, 2015.
Paper Comments
mstockstill on DSK4VPTVN1PROD with NOTICES
• 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–2015–23. 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
offices 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–
2015–23, and should be submitted on or
before April 22, 2015.
VerDate Sep<11>2014
23:37 Mar 31, 2015
Jkt 235001
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 March 17,
2015, BATS Y-Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BYX’’) 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
Exchange has designated the proposed
rule change as one establishing or
changing a member due, fee, or other
charge imposed by the Exchange under
Section 19(b)(3)(A)(ii) of the Act 3 and
Rule 19b–4(f)(2) thereunder,4 which
renders the proposed rule change
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend the fee schedule applicable to
Members 5 and non-members of the
Exchange pursuant to 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 www.batstrading.com, at the
principal office of the Exchange, and at
17 17
CFR 200.30–3(a)(12).
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).
5 The term ‘‘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
PO 00000
Frm 00137
Fmt 4703
Sfmt 4703
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 amend its
fee schedule in order to: (i) Adjust
rebates for orders that yield fee code A;
(ii) add new fee code RN; and (iii) add
a clarifying statement regarding fee
codes applicable to certain orders
routed to NYSE Arca, Inc. (‘‘NYSE
Arca’’).
Fee Code A
In securities priced at or above $1.00,
the Exchange currently provides a
rebate of $0.0015 per share for Members’
orders that yield fee code A, which
routes to Nasdaq Stock Market LLC
(‘‘Nasdaq’’) and adds liquidity. The
Exchange proposes to amend its Fee
Schedule to decrease this rebate to
$0.0004 per share for Members’ orders
that yield fee code A. The proposed
change represents a pass through of the
lowest possible rebate that BATS
Trading, Inc. (‘‘BATS Trading’’), the
Exchange’s affiliated routing brokerdealer, receives for adding liquidity on
Nasdaq. When BATS Trading routes and
adds liquidity to Nasdaq, it is rebated a
standard rate of $0.0004 per share for
orders in select symbols (‘‘Nasdaq’s
Select Symbol Program’’). When BATS
Trading routes to Nasdaq in other
symbols, it is rebated a standard rate of
$0.0015 per share. Further, BATS
Trading might qualify for tiered pricing
that would increase the amount of the
rebate received. However, due to billing
system limitations that do not allow for
separate rates on a security by security
basis and in order to maintain a simple
to understand fee schedule, the
Exchange will provide a rebate of
$0.0004 per share for executions in all
E:\FR\FM\01APN1.SGM
01APN1
Agencies
[Federal Register Volume 80, Number 62 (Wednesday, April 1, 2015)]
[Notices]
[Pages 17518-17522]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-07363]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74589; File No. SR-BATS-2015-23]
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.
March 26, 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 March 17, 2015, BATS Exchange, Inc. (the ``Exchange'' or ``BATS'')
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
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\ The term ``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 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 its fee schedule in order to: (1)
Modify the requirements for meeting Add Volume Tiers 5 and 6; (2)
delete Tier 3 of the Cross-Asset Step-Up Tiers; (3) adjust rebates for
orders that yield fee code A; (4) add new fee code RN; (5) add a
clarifying statement regarding fee codes applicable to certain orders
routed to NYSE Arca, Inc. (``NYSE Arca''); and (6) to make a non-
substantive change to remove a typographical error.
Modifying Add Volume Tiers 5 and 6
The Exchange proposes to amend its fee schedule to raise the ADAV
\6\ as a percentage of TCV \7\ required to meet Tiers 5 and 6 of the
Add Volume Tiers
[[Page 17519]]
from 0.75% and 1.00% to 1.00% and 1.25%, respectively. Currently, the
Exchange offers a $0.0031 rebate per share added to Members that
qualify for Tier 5 of the Add Volume Tiers by having an ADAV as a
percentage of TCV equal to or greater than 0.75% or an ADV \8\ as a
percentage of TCV equal to or greater than 1.40%. The Exchange also
offers a $0.0032 rebate per share added to Members that qualify for
Tier 6 of the Add Volume Tiers by having an ADAV as a percentage of TCV
equal to or greater than 1.00% or an ADV as a percentage of TCV equal
to or greater than 1.75%. The Exchange is not proposing to change the
rebates or ADV as a percentage of TCV thresholds associated with Tiers
5 and 6.
---------------------------------------------------------------------------
\6\ ``ADAV'' means average daily volume calculated as the number
of shares added per day on a monthly basis.
\7\ ``TCV'' means total consolidated volume calculated as the
volume reported by all exchanges and trade reporting facilities to a
consolidated transaction reporting plan for the month for which the
fees apply.
\8\ ``ADV'' means average daily volume calculated as the number
of shares added or removed, combined, per day on a monthly basis.
---------------------------------------------------------------------------
Cross-Asset Step-Up Tiers
The Exchange is also proposing to eliminate Tier 3 of the Cross-
Asset Step-Up Tiers. Currently, the Exchange offers a $0.0032 rebate
per share added to Members that qualify for Tier 3 of the Cross-Asset
Step-Up Tiers by having a Step-Up Add TCV \9\ from December 2014 equal
to or greater than 0.15% and an Options Step-Up Add TCV \10\ equal to
or greater than 0.60%. As stated above, the Exchange is proposing to
eliminate Tier 3, but is not proposing to make any changes to existing
Tiers 1 and 2. As part of this change, the Exchange is also proposing
to remove the third column from the Cross-Asset Step-Up Tiers chart
because the deletion of Tier 3 removes any need for a column related to
a Member's Step-Up Add TCV from December 2014. The Exchange also
proposes to eliminate the column that includes the word ``and'' between
the third column and the Options Step-Up Add TCV column.
---------------------------------------------------------------------------
\9\ ``Step-Up Add TCV'' means ADAV as a percentage of TCV in the
relevant baseline month subtracted from current ADAV as a percentage
of TCV.
\10\ ``Options Step-Up Add TCV'' means ADAV as a percentage of
TCV in January 2014 subtracted from current ADAV as a percentage of
TCV, using the definitions of ADAV and TCV as provided under the
Exchange's fee schedule for BATS Options.
---------------------------------------------------------------------------
Fee Code A
In securities priced at or above $1.00, the Exchange currently
provides a rebate of $0.0015 per share for Members' orders that yield
fee code A, which routes to Nasdaq Stock Market LLC (``Nasdaq'') and
adds liquidity. The Exchange proposes to amend its Fee Schedule to
decrease this rebate to $0.0004 per share for Members' orders that
yield fee code A. The proposed change represents a pass through of the
lowest possible rebate that BATS Trading, Inc. (``BATS Trading''), the
Exchange's affiliated routing broker-dealer, receives for adding
liquidity on Nasdaq. When BATS Trading routes and adds liquidity to
Nasdaq, it is rebated a standard rate of $0.0004 per share for orders
in select symbols (``Nasdaq's Select Symbol Program''). When BATS
Trading routes to Nasdaq in other symbols, it is rebated a standard
rate of $0.0015 per share. Further, BATS Trading might qualify for
tiered pricing that would increase the amount of the rebate received.
However, due to billing system limitations that do not allow for
separate rates on a security by security basis and in order to maintain
a simple to understand fee schedule, the Exchange will provide a rebate
of $0.0004 per share for executions in all Tapes A, B & C securities
routed to Nasdaq that yield fee code A.
The Exchange notes that the proposed change is in response to
Nasdaq's January 2015 fee change where Nasdaq decreased the rebate it
provides its customers, such as BATS Trading, for orders in symbols
included in Nasdaq's Select Symbol Program from a rebate of $0.0015 per
share to a rebate of $0.0004 per share.\11\
---------------------------------------------------------------------------
\11\ See Securities Exchange Act Release No. 73967 (December 30,
2014), 80 FR 594 (January 6, 2015) (SR-Nasdaq-2014-128).
---------------------------------------------------------------------------
Fee Code RN
The Exchange proposes to adopt new fee code RN, which would be
applied to orders routed to Nasdaq using the ROOC routing strategy that
add liquidity. Orders that yield fee code RN will receive a rebate of
$0.0015 per share. The ROOC Routing strategy routes orders to
participate in the opening, re-opening (following a halt, suspension,
or pause), or closing process of a primary listing market if received
before the opening/re-opening/closing time of such market. In turn, an
order that has been sent to participate in an opening or closing
process may add liquidity prior to the commencement of such process.
Proposed fee code RN represents a pass through of the standard rebate
that BATS Trading, the Exchange's affiliated routing broker-dealer, is
rebated for added liquidity on Nasdaq in securities not included in
Nasdaq's Select Symbol Program (presuming it does not qualify for a
volume tiered rebate). When BATS Trading routes to Nasdaq using the
ROOC routing strategy and an order adds liquidity, BATS Trading
receives a standard rebate of $0.0015 per share for securities that are
not included in Nasdaq's Select Symbol Program. As noted above, due to
billing system limitations that do not allow for separate rates on a
security by security basis and in order to maintain a simple to
understand fee schedule, the Exchange will pass through the rebate of
$0.0015 per share for executions in all Tapes A, B & C securities
routed to Nasdaq that yield fee code RN. The Exchange notes that fee
code A above will continue to be applied to all orders routed to Nasdaq
not utilizing the ROOC routing strategy that add liquidity.
Orders routed via ROOC that add liquidity at Nasdaq have previously
yielded fee code A, and thus, have received a rebate of $0.0015 per
share. The Exchange has proposed to add fee code RN to maintain the
applicable pricing (i.e., a rebate of $0.0015 per share) for orders
that are routed via ROOC and add liquidity at Nasdaq. The Exchange
notes that it has proposed to pass on the standard rebate for
executions that yield fee code RN even though the Exchange will receive
a lower rebate per share, $.0004 per share, for executions of
securities that are included in Nasdaq's Select Symbol Program.
NYSE and NYSE MKT Rule 49
The Exchange proposes to add a bullet under the General Notes
section of the Fee Schedule to describe the rates that would apply
where the New York Stock Exchange, Inc. (``NYSE'') or NYSE MKT LLC
(``NYSE MKT'') declare an emergency condition under their Rule 49.
Under NYSE and NYSE MKT Rule 49, the NYSE or NYSE MKT may invoke their
emergency powers during an emergency condition and designate NYSE Arca
as their backup facility to receive and process bids and offers and to
execute orders on behalf of the NYSE or NYSE MKT. In such case, the
Exchange will route any order that was intended to be routed to the
NYSE or NYSE MKT to NYSE Arca and the Exchange's System will identify
such trades as being executed on NYSE Arca, not the NYSE or NYSE MKT.
Because the executions occurred on NYSE Arca, NYSE Arca will charge
BATS Trading their applicable fee or rebate, and BATS Trading will pass
through that fee or rebate to the Exchange who would, in turn, pass
that rate along to its Members. Therefore, the Exchange proposes to add
a bullet to its Fee Schedule stating that fee codes applicable to
orders routed to NYSE Arca will be applied to orders routed to the NYSE
or NYSE MKT where, pursuant to NYSE and NYSE MKT Rule 49, the NYSE or
NYSE MKT have designated NYSE Arca as their backup facility to receive
and process
[[Page 17520]]
bids and offers and to execute orders on behalf of the NYSE or NYSE
MKT.
Non-Substantive Change
The Exchange is proposing to make a non-substantive change to
revise references to ``the BZX Top'' and ``the BZX Last Sale'' that are
currently present in the Market Data Fees section of the fee schedule.
The Exchange is proposing to delete the word ``the'' from those
references.
Implementation Date
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.\12\
Specifically, the Exchange believes that the proposed rule change is
consistent with Sections 6(b)(4) of the Act and 6(b)(5) of the Act,\13\
in that it provides for the equitable allocation of reasonable dues,
fees and other charges among members and other persons using any
facility or system which the Exchange operates or controls. The
Exchange notes that it operates in a highly competitive market in which
market participants can readily direct order flow to competing venues
if they deem fee levels at a particular venue to be excessive.
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78f.
\13\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
Modifying Add Volume Tiers 5 and 6
The Exchange believes that its proposal to increase the threshold
of ADAV as a percentage of TCV that a Member must achieve in order to
qualify for Tiers 5 and 6 of the Add Volume Tiers is reasonable, fair,
and equitable because it will provide an incentive to Members to
increase the amount of liquidity that they add on the Exchange. While
the proposed changes would make it more difficult to meet or exceed the
threshold to qualify for Tiers 5 and 6, the Exchange believes that the
increased liquidity from incentivizing Members to increase their
participation on the Exchange will benefit all investors by deepening
the liquidity pool on the Exchange, supporting the quality of price
discovery, promoting market transparency, and improving investor
protection would offset the negative effects that such an increase
would have. The Exchange believes that tiered pricing programs such as
that proposed herein reward a Member's increased participation on the
Exchange and that such increased volume increases the potential revenue
to the Exchange, which will allow the Exchange to continue to provide
and potentially expand the incentive programs operated by the Exchange.
Such pricing programs are also fair and equitable and non-
discriminatory in that they are available to all Members. Further,
volume-based rebates and fees such as the ones maintained by the
Exchange, including those amendments 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 of 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.
Cross-Asset Step-Up Tiers
The Exchange believes that its proposal to eliminate Tier 3 from
the Cross-Asset Step-Up Tiers is reasonable, fair, and equitable for
several of the reasons stated above. Specifically, the requirements to
qualify for Tier 3 and the increased rebate associated therewith have
not operated in the way that it was designed or the way the Exchange
believed in that it has not resulted in an increase in liquidity or any
of the ancillary benefits to the market that come from increased
liquidity on the Exchange. As such, the Exchange believes that removing
the tier from its fee schedule is reasonable, fair, and equitable. The
Exchange also believes that the proposed amendment is non-
discriminatory because it applies uniformly to all Members.
Fee Code A
The Exchange believes that its proposal to decrease the pass
through rebate for Members' orders that yield fee code A from $0.0015
to $0.0004 per share represents an equitable allocation of reasonable
dues, fees, and other charges among Members and other persons using its
facilities. Prior to the changes related to the Nasdaq Select Symbol
Program, Nasdaq provided BATS Trading a rebate of $0.0015 per share for
orders that added liquidity, which BATS Trading passed through to the
Exchange and the Exchange passed through to its Members pursuant to fee
code A. In January 2015, Nasdaq decreased the standard rebate it
provides its customers, such as BATS Trading, from a rebate of $0.0015
per share to a rebate of $0.0004 per share for orders that add
liquidity on Nasdaq in symbols included in its Select Symbol
Program.\14\ Therefore, the Exchange believes that the proposed change
in fee code A from a rebate of $0.0015 per share to a rebate of $0.0004
per share is equitable and reasonable because it accounts for the
pricing changes on Nasdaq and is necessary due to billing system
limitations and to maintain a simple to understand fee schedule. The
Exchange notes that routing through BATS Trading is voluntary. Lastly,
the Exchange also believes that the proposed amendment is non-
discriminatory because it applies uniformly to all Members.
---------------------------------------------------------------------------
\14\ See supra note 11.
---------------------------------------------------------------------------
Fee Code RN
The Exchange believes its proposal to adopt new fee code RN, which
would be applied to orders routed to Nasdaq using the ROOC routing
strategy that add liquidity, represents an equitable allocation of
reasonable dues, fees, and other charges among Members and other
persons using its facilities because the Exchange does not levy
additional fees or offer additional rebates for orders that it routes
to Nasdaq through BATS Trading using the ROOC routing strategy.
Proposed fee code RN represents a pass through of the standard rebate
that BATS Trading, the Exchange's affiliated routing broker-dealer,
receives for adding liquidity to Nasdaq in securities not included in
Nasdaq's Select Symbol Program (presuming BATS Trading does not qualify
for a volume tiered rebate). The Exchange believes the proposal to
provide proposed fee code RN a rebate of $0.0015 per share is equitable
and reasonable because it accounts for pricing on Nasdaq in securities
not subject to the Select Symbol Program and it allows the Exchange to
continue to provide its Members a pass-through rebate of $0.0015 per
share for orders that are routed to Nasdaq using the ROOC routing
strategy. The Exchange notes that it has proposed to pass on the
standard rebate of $0.0015 for executions that yield fee code RN even
though the Exchange will receive a lower rebate per share, $0.0004 per
share, for executions of securities that are included in Nasdaq's
Select Symbol Program. The Exchange believes that the proposed fee
structure is equitable and reasonable because it does not represent a
change from the current pricing applicable to orders sent through such
strategy that add liquidity at Nasdaq and
[[Page 17521]]
because orders that use the ROOC routing strategy could only add
liquidity at Nasdaq immediately prior to the opening or closing
processes rather than throughout the day. The Exchange notes that
routing through BATS Trading is voluntary. Lastly, the Exchange also
believes that the proposed amendment is non-discriminatory because it
applies uniformly to all Members.
NYSE and NYSE MKT Rule 49
The Exchange believes that adding a bullet under the General Notes
section of the Fee Schedule to describe the rates that would apply
where the NYSE or NYSE MKT declare an emergency condition under their
Rule 49 is reasonable because it is designed to provide greater
transparency to Members by describing which rates would apply in such
circumstances. In the case when NYSE or NYSE MKT invoke their Rule 49,
the Exchange will route any order that was intended for the NYSE or
NYSE MKT to NYSE Arca and the Exchange's System will identify such
trades as being executed on NYSE Arca, not the NYSE or NYSE MKT.
Because the executions occurred on NYSE Arca, NYSE Arca will charge
their applicable fee or rebate. The proposed bullet is intended to make
clear within the Fee Schedule which rate would apply where the NYSE or
NYSE MKT invoke their emergency powers under their Rule 49, thereby
eliminating potential investor confusion, removing impediments to and
perfecting the mechanism of a free and open market and a national
market system, and, in general, protecting investors and the public
interest. The Exchange notes that routing through BATS Trading is
voluntary. Lastly, the Exchange also believes that the proposed
amendment is non-discriminatory because it applies uniformly to all
Members.
Non-Substantive Changes
Finally, the Exchange believes that the non-substantive changes
discussed above would contribute to the protection of investors and the
public interest by helping to avoid confusion with respect the Exchange
fee schedule.
B. Self-Regulatory Organization's Statement on Burden on Competition
As further described below, 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. The Exchange does not believe that the proposed changes
represent a significant departure from previous pricing offered by the
Exchange or pricing offered by the Exchange's competitors.
Additionally, Members may opt to disfavor the Exchange's pricing if
they believe that alternatives offer them better value. Accordingly,
the Exchange does not believe that the proposed changes will impair the
ability of Members or competing venues to maintain their competitive
standing in the financial markets.
Modifying Add Volume Tiers 5 and 6
The Exchange believes that the proposed changes to the Add Volume
Tiers will allow the Exchange to compete more ably with other execution
venues by drawing additional volume to the Exchange, thereby making it
a more desirable destination venue for its customers. Further, the
Exchange does not believe that these proposed changes represent a
significant departure from previous pricing offered by the Exchange or
pricing offered by the Exchange's competitors. Additionally, Members
may opt to disfavor the Exchange's pricing if they believe that
alternatives offer them better value. Accordingly, the Exchange does
not believe that the proposed change will impair the ability of Members
or competing venues to maintain their competitive standing in the
financial markets.
Cross-Asset Step-Up Tiers
The Exchange believes that its proposal to eliminate Tier 3 from
the Cross-Asset Step-Up Tiers will have no effect on competition
because, as explained above, the tier has not had a significant impact
on trading activity on the Exchange.
Fee Code A
The Exchange also believes that its proposal to amend the pricing
for orders routed to Nasdaq would enhance the Exchange's ability to
compete because the change is designed to insure that it is not
providing a greater rebate than is being provided to BATS Trading by
Nasdaq for an execution. The Exchange believes that its proposal would
not burden intramarket competition because the proposed rate would
apply uniformly to all Members.
Fee Code RN
The Exchange believes that its proposal to add fee code RN for
orders that route to Nasdaq using the ROOC routing strategy and pass
through a rebate of $0.0015 per share to Members would increase
intermarket competition because it offers customers an alternative
means to route orders to Nasdaq to participate in their opening, re-
opening or closing process for a similar rate as entering orders in
certain symbols on Nasdaq directly. The Exchange believes that its
proposal would not burden intramarket competition because the proposed
rate would apply uniformly to all Members.
NYSE and NYSE MKT Rule 49
The Exchange believes that adding a bullet under the General Notes
section of the Fee Schedule to describe which rates that would apply
where the NYSE or NYSE MKT declare an emergency condition under their
Rule 49 would not affect intermarket nor intramarket competition
because none of these changes are designed to amend any rebate or alter
the manner in which the Exchange calculates rebates. This change is not
designed to have a competitive impact. Rather, it is intended to make
clear to Members and investors within the Fee Schedule which rate would
apply where the NYSE or NYSE MKT invoke their emergency powers under
their Rule 49, thereby eliminating potential investor confusion.
Non-Substantive Changes
The Exchange believes that the non-substantive changes to the fee
schedule would not affect intermarket nor intramarket competition
because none of the proposed changes are designed to amend any fee or
rebate or to alter the manner in which the Exchange asses fees or
rebates. The changes are intended to make the fee schedule as clear and
concise as possible.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any written comments from members or other interested parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \15\ and paragraph (f) of Rule 19b-4
thereunder.\16\ At any time within 60 days of the filing of the
proposed rule change, the Commission summarily may temporarily suspend
such rule change if it appears to the Commission that such action is
necessary or appropriate in the public interest, for the protection of
[[Page 17522]]
investors, or otherwise in furtherance of the purposes of the Act.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-BATS-2015-23 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-2015-23. 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 offices 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-2015-23,
and should be submitted on or before April 22, 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. 2015-07363 Filed 3-31-15; 8:45 am]
BILLING CODE 8011-01-P