Self-Regulatory Organizations; NYSE MKT, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Modifying the NYSE Amex Options Fee Schedule Related to Fees and Credits Associated With the Customer Best Execution Auction, 28717-28719 [2015-12063]
Download as PDF
Federal Register / Vol. 80, No. 96 / Tuesday, May 19, 2015 / Notices
Modification are intended to go into
effect on June 1, 2015. Notice at 1. The
Postal Service asserts that the
Modification will not impair the ability
of the contract to comply with 39 U.S.C.
3633. Id. Attachment 2.
II. Notice of Filings
The Commission invites comments on
whether the changes presented in the
Postal Service’s Notice are consistent
with the policies of 39 U.S.C. 3632,
3633, or 3642, 39 CFR 3015.5, and 39
CFR part 3020, subpart B. Comments are
due no later than May 20, 2015. The
public portions of these filings can be
accessed via the Commission’s Web site
(https://www.prc.gov).
The Commission appoints James F.
Callow to represent the interests of the
general public (Public Representative)
in this docket.
III. Ordering Paragraphs
It is ordered:
1. The Commission reopens Docket
No. CP2014–78 for consideration of
matters raised by the Postal Service’s
Notice.
2. Pursuant to 39 U.S.C. 505, the
Commission appoints James F. Callow
to serve as an officer of the Commission
(Public Representative) to represent the
interests of the general public in this
proceeding.
3. Comments are due no later than
May 20, 2015.
4. The Secretary shall arrange for
publication of this order in the Federal
Register.
By the Commission.
Shoshana M. Grove,
Secretary.
[FR Doc. 2015–11990 Filed 5–18–15; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74956; File No. SR–
NYSEMKT–2015–38]
tkelley on DSK3SPTVN1PROD with NOTICES
Self-Regulatory Organizations; NYSE
MKT, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Modifying the NYSE
Amex Options Fee Schedule Related to
Fees and Credits Associated With the
Customer Best Execution Auction
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 May 1,
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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16:53 May 18, 2015
Jkt 235001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to modify the
NYSE Amex Options Fee Schedule
(‘‘Fee Schedule’’) related to fees and
credits associated with the Customer
Best Execution Auction (‘‘CUBE
Auction’’ or ‘‘Auction’’). The Exchange
proposes to implement the fee change
effective May 1, 2015. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 7710–FW–P
May 13, 2015.
2015, NYSE MKT LLC (the ‘‘Exchange’’
or ‘‘NYSE MKT’’) 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. Purpose
The purpose of this filing is to amend
Section I.G. of the Fee Schedule 3 to
modify existing CUBE fees and credits
and to add a new rebate for CUBE
participants who qualify for Tiers 2, 3,
4 or 5 of the Amex Customer
Engagement (‘‘ACE’’) Program.4 The
Exchange proposes to implement the fee
change effective May 1, 2015.
The Exchange proposes to increase
the fees associated with RFR Responses
participating in the Auction by $0.05—
from $0.55 to $0.60 for Non-Customers
3 See Fee Schedule, Section I.G., available at,
https://www.theice.com/publicdocs/nyse/markets/
amex-options/NYSE_Amex_Options_Fee_
Schedule.pdf.
4 See id., Section I.E.
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28717
in Penny Pilot issues; and from $0.90 to
$0.95 for Non-Customers in non-Penny
Pilot issues. In addition, the Exchange
proposes to decrease the Initiating
Participant Credit by $0.05 for Penny
Pilot issues—from $0.40 to $0.35; and
$0.10 for non-Penny Pilot issues—from
$0.80 to $0.70. The Exchange also
proposes to introduce a rebate for
certain Initiating Participants that
qualify for the ACE Program.
Specifically, as proposed, those ATP
Holders who qualify for Tiers 2, 3, 4 or
5 of the ACE Program would receive a
$0.12 per contract rebate for up to 5,000
Customer contracts per CUBE Order
executed in a CUBE Auction (the ‘‘ACE
Initiating Participant Rebate’’ or
‘‘Rebate’’). The proposed Rebate is
payable in addition to any other fees or
credits accrued from the CUBE Auction
(e.g., in addition to the Initiating
Participant Credit for both Penny and
non-Penny Pilot issues). Thus, as
proposed, the maximum potential CUBE
credit for Penny Pilot issues is $0.47
($0.12 Rebate + $0.35 Initiating
Participant Credit) and for non-Penny
Pilot issues is $0.82 ($0.12 Rebate +
$0.70 Initiating Participant Credit). The
ACE Initiating Participant Rebate is
available regardless of whether the
CUBE Order trades with the Contra
Order or RFR Response(s), whereas the
current Initiating Participant Credits are
payable only for each CUBE Order
contract that does not trade with the
Contra Order.
The proposed amendments to CUBE
Auction pricing are designed to
incentivize market participants that
have committed a certain amount of
volume to the Exchange to provide even
more liquidity through CUBE Auctions.
This additional volume and liquidity
would benefit all Exchange participants
through increased opportunities to trade
as well as enhancing price discovery
and price improvement.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,5 in general, and
furthers the objectives of Sections
6(b)(4) and (5) of the Act,6 in particular,
because it provides for the equitable
allocation of reasonable dues, fees, and
other charges among its members,
issuers and other persons using its
facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes that the
proposed changes to CUBE Auction fees
are reasonable, equitable and not
5 15
6 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
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Federal Register / Vol. 80, No. 96 / Tuesday, May 19, 2015 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
unfairly discriminatory. First, the
proposal to increase the fees associated
with RFR Responses that participate in
the CUBE applies equally to all nonCustomer ATP Holders that choose to
participate in the CUBE, and access to
the Exchange is offered on terms that are
not unfairly discriminatory. In addition,
the proposed RFR Response fees are
within the range of fees charged to nonCustomers on other exchanges for
executions within similar electronic
crossing mechanisms. For example, the
BOX Options Exchange LLC (‘‘BOX’’)
charges Professional Customers and
Broker Dealers who respond to an
auction with Improvement Orders $0.72
per contract in Penny issues and $1.12
per contract in non-Penny issues, while
charging BOX Market Makers who
respond either $0.55 in Penny issues or
$0.95 in non-Penny issues.7
The Exchange believes that the
proposal to reduce the current Initiating
Participant Credits are reasonable,
equitable and non-discriminatory
because they apply equally to all ATP
Holders that choose to participate in the
CUBE, and access to the Exchange is
offered on terms that are not unfairly
discriminatory. Finally, the proposed
CUBE Auction credits for Penny and
non-Penny issues to be paid to Initiating
Participants for each CUBE Order
contract that does not trade with the
Contra Order are within the range of
rebates paid on other exchanges for
executions within similar electronic
crossing mechanisms. For example, the
International Securities Exchange, LLC
(‘‘ISE’’) pays a Price Improvement
Mechanism (‘‘PIM’’) Break-up Rebate of
$0.35 per contract in Select Symbols
(i.e., Penny Pilot issues) and $0.80 per
contract in Non-Select Symbols (i.e.,
non-Penny Pilot issues) for contracts
submitted to a PIM that do not trade
with their contra order.8
Similarly, the proposed changes to
CUBE Auction credits are reasonable,
equitable and not unfairly
discriminatory. Specifically, the ACE
Initiating Participant Rebate is based on
the amount of business transacted on
the Exchange and is designed to attract
7 See BOX fee schedule, available at, https://
boxexchange.com/assets/BOX_Fee_Schedule.pdf.
The BOX fee schedule has several parts that must
be taken collectively to arrive at the all-in cost of
responding to an auction. For example, a Broker
Dealer who responds to an auction with an
Improvement Order will pay $0.72 per contract in
Penny issues. The $0.72 fee represents the
Improvement Order fee of $0.37 from Section I of
the fee schedule, plus the $0.35 fee to add liquidity
in Penny issues quoted with an MPV of $0.01 from
Section II of the schedule.
8 See ISE fee schedule, available at, https://
www.ise.com/assets/documents/OptionsExchange/
legal/fee/ISE_fee_schedule.pdf.
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16:53 May 18, 2015
Jkt 235001
more volume and liquidity to the
Exchange generally, and to CUBE
Auctions specifically, which will
benefit all market participants
(including those that do not participate
in the ACE Program) through increased
opportunities to trade at potentially
improved prices as well as enhancing
price discovery. Furthermore, the
proposed Rebate is reasonably designed
and not unfairly discriminatory because
it [sic] available regardless of the parties
that trade with the CUBE Order (i.e.,
whether the CUBE Order trades with the
Contra Order or otherwise).
In addition, the proposal to offer an
additional incentive to participate in the
CUBE Auction to those ATP Holders
that have achieved certain monthly
volume thresholds is also not new or
novel. For example, the MIAX Options
Exchange (‘‘MIAX’’) offers an additional
per contract rebate on certain agency
orders executed in its electronic auction
mechanism (‘‘PRIME’’), which provides
for a maximum credit of $0.12 per
contract, based on a member achieving
certain monthly volume thresholds.9 In
addition, the proposal to cap the Rebate
at 5,000 Customer contracts per CUBE
Order is likewise consistent with the
practice of other exchanges. For
example, the Chicago Board of Options
Exchange (‘‘CBOE’’) caps the number of
contracts submitted to its price
improvement auction that are eligible
for additional volume rebates at 1,000
contracts.10 The Exchange notes that
although the proposed Rebate applies
solely to Customer orders, it is
nonetheless equitable and not unfairly
discriminatory because it would
enhance the incentives to ATP Holders
to transact Customer orders on the
Exchange and an increase in Customer
order flow would bring greater volume
and liquidity to the Exchange. Increased
volume to the Exchange benefits all
market participants by providing more
trading opportunities and tighter
spreads, even to those market
9 See MIAX fee schedule, Priority Customer
Rebate Program, available at, https://
www.miaxoptions.com/content/fees (providing a
$0.10 per contract rebate for all Priority Customer
orders executed in the PRIME Auction and
providing that any Member or applicable affiliate
that qualifies for MIAX’s Priority Customer Rebate
Program volume tiers 3, 4, or 5 will be credited an
additional $0.02 per contract for each Priority
Customer order executed in the PRIME Auction as
a PRIME Agency Order over a threshold of
1,500,000 contracts in a month, subject to certain
enumerated exceptions).
10 See CBOE fee schedule, Volume Incentive
Program (‘‘VIP’’), available at, https://
www.cboe.com/publish/feeschedule/
CBOEFeeSchedule.pdf (providing that VIP credits
on orders executed electronically in Automated
Improvement Mechanism will be capped at 1,000
contracts per order for simple executions and 1,000
contracts per leg for complex executions).
PO 00000
Frm 00140
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Sfmt 4703
participants that do not participate in
the ACE Program.
Additionally, the Exchange believes
the proposed changes are consistent
with the Act because they may attract
greater volume and liquidity to the
Exchange, which would improve its
overall competitiveness and strengthen
its market quality for all market
participants.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,11 the Exchange does not believe
that the proposed rule change will
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
The Exchange believes the proposed
amendments to CUBE Auction pricing
are pro-competitive as the fees are to
incentivize increases in volume and
liquidity to the Exchange, which would
benefit all of Exchange participants
through increased opportunities to trade
as well as enhancing price discovery.
The Exchange also believes that the
proposed ACE Initiating Participant
Rebate would enhance the
competiveness of the Exchange relative
to other exchanges that offer similar
rebates tied to volume incentives.12
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily favor
competing venues. In such an
environment, the Exchange must
continually review, and consider
adjusting, its fees and credits to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change reflects this competitive
environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 13 of the Act and
subparagraph (f)(2) of Rule 19b–414
11 15
U.S.C. 78f(b)(8).
supra n. 9, 10.
13 15 U.S.C. 78s(b)(3)(A).
14 17 CFR 240.19b–4(f)(2).
12 See
E:\FR\FM\19MYN1.SGM
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Federal Register / Vol. 80, No. 96 / Tuesday, May 19, 2015 / Notices
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 15 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
tkelley on DSK3SPTVN1PROD with NOTICES
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–
NYSEMKT–2015–38 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–NYSEMKT–2015–38. 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
15 15
U.S.C. 78s(b)(2)(B).
VerDate Sep<11>2014
16:53 May 18, 2015
Jkt 235001
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–
NYSEMKT–2015–38, and should be
submitted on or before June 9, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–12063 Filed 5–18–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74948; File No. SR–EDGA–
2015–18]
Self-Regulatory Organizations; EDGA
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Related To Fees for Use
of EDGA Exchange, Inc.
May 13, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 30,
2015, EDGA Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGA’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the Exchange. The Exchange has
designated the proposed rule change as
one establishing or changing a member
due, fee, or other charge imposed by the
Exchange under Section 19(b)(3)(A)(ii)
of the Act 3 and Rule 19b–4(f)(2)
thereunder,4 which renders the
proposed rule change effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend its fees and rebates applicable to
16 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
PO 00000
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28719
Members 5 of the Exchange pursuant to
EDGA Rule 15.1(a) and (c) (‘‘Fee
Schedule’’) to: (i) Decrease the rebate for
orders yielding Flag BY, which routes to
the BATS Y-Exchange, Inc. (‘‘BYX’’) and
removes liquidity using routing
strategies Destination Specific (‘‘DIRC’’),
ROUC, ROUE, ROBB, or ROCO; 6 (ii)
amend the criteria for the MidPoint
Discretionary Order Add Volume Tier;
and (iii) make an immaterial, nonsubstantive change. 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.
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: (i)
Decrease the rebate for orders yielding
Flag BY, which routes to BYX and
removes liquidity using routing
strategies DIRC, ROUC, ROUE, ROBB, or
ROCO; (ii) amend the criteria for the
MidPoint Discretionary Order Add
Volume Tier; and (iii) make an
immaterial, non-substantive change.
Flag BY
In securities priced at or above $1.00,
the Exchange currently provides a
rebate of $0.00160 per share for
Members’ orders that yield Flag BY,
which routes to BYX and removes
5 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer, or any person associated
with a registered broker or dealer [sic], that has
been admitted to membership in the Exchange. A
Member will have the status of a ‘‘member’’ of the
Exchange as that term is defined in Section 3(a)(3)
of the Act.’’ See Exchange Rule 1.5(n).
6 The DIRC, ROUC, ROUE, ROBB, or ROCO
routing strategies are set forth in Exchange Rule
11.11(g).
E:\FR\FM\19MYN1.SGM
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Agencies
[Federal Register Volume 80, Number 96 (Tuesday, May 19, 2015)]
[Notices]
[Pages 28717-28719]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-12063]
=======================================================================
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74956; File No. SR-NYSEMKT-2015-38]
Self-Regulatory Organizations; NYSE MKT, LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Modifying the NYSE
Amex Options Fee Schedule Related to Fees and Credits Associated With
the Customer Best Execution Auction
May 13, 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 May 1, 2015, NYSE MKT LLC (the ``Exchange'' or ``NYSE MKT'') 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 modify the NYSE Amex Options Fee Schedule
(``Fee Schedule'') related to fees and credits associated with the
Customer Best Execution Auction (``CUBE Auction'' or ``Auction''). The
Exchange proposes to implement the fee change effective May 1, 2015.
The text of the proposed rule change is available on the Exchange's Web
site at www.nyse.com, at the principal office of the Exchange, and at
the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this filing is to amend Section I.G. of the Fee
Schedule \3\ to modify existing CUBE fees and credits and to add a new
rebate for CUBE participants who qualify for Tiers 2, 3, 4 or 5 of the
Amex Customer Engagement (``ACE'') Program.\4\ The Exchange proposes to
implement the fee change effective May 1, 2015.
---------------------------------------------------------------------------
\3\ See Fee Schedule, Section I.G., available at, https://www.theice.com/publicdocs/nyse/markets/amex-options/NYSE_Amex_Options_Fee_Schedule.pdf.
\4\ See id., Section I.E.
---------------------------------------------------------------------------
The Exchange proposes to increase the fees associated with RFR
Responses participating in the Auction by $0.05--from $0.55 to $0.60
for Non-Customers in Penny Pilot issues; and from $0.90 to $0.95 for
Non-Customers in non-Penny Pilot issues. In addition, the Exchange
proposes to decrease the Initiating Participant Credit by $0.05 for
Penny Pilot issues--from $0.40 to $0.35; and $0.10 for non-Penny Pilot
issues--from $0.80 to $0.70. The Exchange also proposes to introduce a
rebate for certain Initiating Participants that qualify for the ACE
Program. Specifically, as proposed, those ATP Holders who qualify for
Tiers 2, 3, 4 or 5 of the ACE Program would receive a $0.12 per
contract rebate for up to 5,000 Customer contracts per CUBE Order
executed in a CUBE Auction (the ``ACE Initiating Participant Rebate''
or ``Rebate''). The proposed Rebate is payable in addition to any other
fees or credits accrued from the CUBE Auction (e.g., in addition to the
Initiating Participant Credit for both Penny and non-Penny Pilot
issues). Thus, as proposed, the maximum potential CUBE credit for Penny
Pilot issues is $0.47 ($0.12 Rebate + $0.35 Initiating Participant
Credit) and for non-Penny Pilot issues is $0.82 ($0.12 Rebate + $0.70
Initiating Participant Credit). The ACE Initiating Participant Rebate
is available regardless of whether the CUBE Order trades with the
Contra Order or RFR Response(s), whereas the current Initiating
Participant Credits are payable only for each CUBE Order contract that
does not trade with the Contra Order.
The proposed amendments to CUBE Auction pricing are designed to
incentivize market participants that have committed a certain amount of
volume to the Exchange to provide even more liquidity through CUBE
Auctions. This additional volume and liquidity would benefit all
Exchange participants through increased opportunities to trade as well
as enhancing price discovery and price improvement.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\5\ in general, and furthers the
objectives of Sections 6(b)(4) and (5) of the Act,\6\ in particular,
because it provides for the equitable allocation of reasonable dues,
fees, and other charges among its members, issuers and other persons
using its facilities and does not unfairly discriminate between
customers, issuers, brokers or dealers.
---------------------------------------------------------------------------
\5\ 15 U.S.C. 78f(b).
\6\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Exchange believes that the proposed changes to CUBE Auction
fees are reasonable, equitable and not
[[Page 28718]]
unfairly discriminatory. First, the proposal to increase the fees
associated with RFR Responses that participate in the CUBE applies
equally to all non-Customer ATP Holders that choose to participate in
the CUBE, and access to the Exchange is offered on terms that are not
unfairly discriminatory. In addition, the proposed RFR Response fees
are within the range of fees charged to non-Customers on other
exchanges for executions within similar electronic crossing mechanisms.
For example, the BOX Options Exchange LLC (``BOX'') charges
Professional Customers and Broker Dealers who respond to an auction
with Improvement Orders $0.72 per contract in Penny issues and $1.12
per contract in non-Penny issues, while charging BOX Market Makers who
respond either $0.55 in Penny issues or $0.95 in non-Penny issues.\7\
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\7\ See BOX fee schedule, available at, https://boxexchange.com/assets/BOX_Fee_Schedule.pdf. The BOX fee schedule has several parts
that must be taken collectively to arrive at the all-in cost of
responding to an auction. For example, a Broker Dealer who responds
to an auction with an Improvement Order will pay $0.72 per contract
in Penny issues. The $0.72 fee represents the Improvement Order fee
of $0.37 from Section I of the fee schedule, plus the $0.35 fee to
add liquidity in Penny issues quoted with an MPV of $0.01 from
Section II of the schedule.
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The Exchange believes that the proposal to reduce the current
Initiating Participant Credits are reasonable, equitable and non-
discriminatory because they apply equally to all ATP Holders that
choose to participate in the CUBE, and access to the Exchange is
offered on terms that are not unfairly discriminatory. Finally, the
proposed CUBE Auction credits for Penny and non-Penny issues to be paid
to Initiating Participants for each CUBE Order contract that does not
trade with the Contra Order are within the range of rebates paid on
other exchanges for executions within similar electronic crossing
mechanisms. For example, the International Securities Exchange, LLC
(``ISE'') pays a Price Improvement Mechanism (``PIM'') Break-up Rebate
of $0.35 per contract in Select Symbols (i.e., Penny Pilot issues) and
$0.80 per contract in Non-Select Symbols (i.e., non-Penny Pilot issues)
for contracts submitted to a PIM that do not trade with their contra
order.\8\
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\8\ See ISE fee schedule, available at, https://www.ise.com/assets/documents/OptionsExchange/legal/fee/ISE_fee_schedule.pdf.
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Similarly, the proposed changes to CUBE Auction credits are
reasonable, equitable and not unfairly discriminatory. Specifically,
the ACE Initiating Participant Rebate is based on the amount of
business transacted on the Exchange and is designed to attract more
volume and liquidity to the Exchange generally, and to CUBE Auctions
specifically, which will benefit all market participants (including
those that do not participate in the ACE Program) through increased
opportunities to trade at potentially improved prices as well as
enhancing price discovery. Furthermore, the proposed Rebate is
reasonably designed and not unfairly discriminatory because it [sic]
available regardless of the parties that trade with the CUBE Order
(i.e., whether the CUBE Order trades with the Contra Order or
otherwise).
In addition, the proposal to offer an additional incentive to
participate in the CUBE Auction to those ATP Holders that have achieved
certain monthly volume thresholds is also not new or novel. For
example, the MIAX Options Exchange (``MIAX'') offers an additional per
contract rebate on certain agency orders executed in its electronic
auction mechanism (``PRIME''), which provides for a maximum credit of
$0.12 per contract, based on a member achieving certain monthly volume
thresholds.\9\ In addition, the proposal to cap the Rebate at 5,000
Customer contracts per CUBE Order is likewise consistent with the
practice of other exchanges. For example, the Chicago Board of Options
Exchange (``CBOE'') caps the number of contracts submitted to its price
improvement auction that are eligible for additional volume rebates at
1,000 contracts.\10\ The Exchange notes that although the proposed
Rebate applies solely to Customer orders, it is nonetheless equitable
and not unfairly discriminatory because it would enhance the incentives
to ATP Holders to transact Customer orders on the Exchange and an
increase in Customer order flow would bring greater volume and
liquidity to the Exchange. Increased volume to the Exchange benefits
all market participants by providing more trading opportunities and
tighter spreads, even to those market participants that do not
participate in the ACE Program.
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\9\ See MIAX fee schedule, Priority Customer Rebate Program,
available at, https://www.miaxoptions.com/content/fees (providing a
$0.10 per contract rebate for all Priority Customer orders executed
in the PRIME Auction and providing that any Member or applicable
affiliate that qualifies for MIAX's Priority Customer Rebate Program
volume tiers 3, 4, or 5 will be credited an additional $0.02 per
contract for each Priority Customer order executed in the PRIME
Auction as a PRIME Agency Order over a threshold of 1,500,000
contracts in a month, subject to certain enumerated exceptions).
\10\ See CBOE fee schedule, Volume Incentive Program (``VIP''),
available at, https://www.cboe.com/publish/feeschedule/CBOEFeeSchedule.pdf (providing that VIP credits on orders executed
electronically in Automated Improvement Mechanism will be capped at
1,000 contracts per order for simple executions and 1,000 contracts
per leg for complex executions).
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Additionally, the Exchange believes the proposed changes are
consistent with the Act because they may attract greater volume and
liquidity to the Exchange, which would improve its overall
competitiveness and strengthen its market quality for all market
participants.
For these reasons, the Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\11\ the Exchange
does not believe that the proposed rule change will impose any burden
on competition that is not necessary or appropriate in furtherance of
the purposes of the Act. The Exchange believes the proposed amendments
to CUBE Auction pricing are pro-competitive as the fees are to
incentivize increases in volume and liquidity to the Exchange, which
would benefit all of Exchange participants through increased
opportunities to trade as well as enhancing price discovery. The
Exchange also believes that the proposed ACE Initiating Participant
Rebate would enhance the competiveness of the Exchange relative to
other exchanges that offer similar rebates tied to volume
incentives.\12\
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\11\ 15 U.S.C. 78f(b)(8).
\12\ See supra n. 9, 10.
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The Exchange notes that it operates in a highly competitive market
in which market participants can readily favor competing venues. In
such an environment, the Exchange must continually review, and consider
adjusting, its fees and credits to remain competitive with other
exchanges. For the reasons described above, the Exchange believes that
the proposed rule change reflects this competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \13\ of the Act and subparagraph (f)(2) of Rule
19b-4\14\
[[Page 28719]]
thereunder, because it establishes a due, fee, or other charge imposed
by the Exchange.
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \15\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\15\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEMKT-2015-38 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-NYSEMKT-2015-38. 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-NYSEMKT-2015-
38, and should be submitted on or before June 9, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-12063 Filed 5-18-15; 8:45 am]
BILLING CODE 8011-01-P