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., 50059-50061 [2015-20280]
Download as PDF
Federal Register / Vol. 80, No. 159 / Tuesday, August 18, 2015 / 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–
BOX–2015–28 on the subject line.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75677; File No. SR–BYX–
2015–34]
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
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.
August 12, 2015.
asabaliauskas on DSK5VPTVN1PROD with NOTICES
All submissions should refer to File
Number SR–BOX–2015–28. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of 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–BOX–
2015–28 and should be submitted on or
before September 8, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Brent J. Fields,
Secretary.
[FR Doc. 2015–20279 Filed 8–17–15; 8:45 am]
BILLING CODE 8011–01–P
16 17
CFR 200.30–3(a)(12).
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17:02 Aug 17, 2015
Jkt 235001
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 August 3,
2015, BATS Y-Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BYX’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the Exchange. The 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) (‘‘Fee Schedule’’) to: (i) Modify
the rebate structure for certain routing
strategies that route to NASDAQ OMX
BX, Inc. (‘‘Nasdaq BX’’); and (ii) adopt
a new tier applicable to certain routed
orders as well as a new definition to
support such tier.
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.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
5 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).
50059
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) Modify
the rebate structure for certain routing
strategies that route to Nasdaq BX; and
(ii) adopt a new tier applicable to
certain routed orders as well as a new
definition to support such tier.
Amended Fee Code C
The Exchange currently provides: (i)
A rebate of $0.0016 per share for
Members’ orders that yield fee code C,
applicable to orders routed to Nasdaq
BX using the Destination Specific
routing strategy; 6 (ii) a rebate of $0.0010
per share for Members’ orders that yield
fee code TV, applicable to orders routed
to Nasdaq BX using the TRIM2 routing
strategy; 7 and (iii) a rebate of $0.0015
per share for Members’ orders that yield
fee code TX, applicable to orders routed
to Nasdaq BX using the TRIM routing
strategy.8 The Exchange proposes to
amend its Fee Schedule to provide a
standard rebate of $0.0010 per share for
Members’ orders that yield fee code C,
which would continue to include
Destination Specific routing to Nasdaq
BX as well as routing to Nasdaq BX
using the TRIM and TRIM2 routing
strategies. The Exchange would, in turn,
eliminate fee codes TV and TX. The
Exchange notes that the $0.0010 per
share rebate provided pursuant to the
proposed change may still be a higher
rebate for an order routed to Nasdaq BX
that a Member may obtain when routing
directly to Nasdaq BX, depending on the
applicable tier for which such Member
may qualify. Nasdaq BX currently
provides a standard rebate to remove
2 17
PO 00000
Frm 00075
Fmt 4703
Sfmt 4703
6 The Destination Specific routing strategy is
defined in Rule 11.13(b)(3)(E).
7 The TRIM2 routing strategy is defined in Rule
11.13(b)(3)(G)(v).
8 The TRIM routing strategy is defined in Rule
11.13(b)(3)(G)(iv).
E:\FR\FM\18AUN1.SGM
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50060
Federal Register / Vol. 80, No. 159 / Tuesday, August 18, 2015 / Notices
asabaliauskas on DSK5VPTVN1PROD with NOTICES
liquidity of $0.0006 per share, with
various tiers providing rebates up to
$0.0017 per share.9
including BATS Exchange, Inc., which
already has definitions of both ADV and
ADAV.11
Routing Tier
In conjunction with the change above,
the Exchange proposes to adopt a
Routing Tier that would allow Members
to achieve a higher rebate for orders
routed to Nasdaq BX through the
Destination Specific, TRIM and TRIM2
routing strategies. Specifically, for such
orders, which will yield fee code C, the
Exchange proposes to provide a rebate
of $0.0016 per share to any Member that
maintains ADV, as defined below, equal
to or greater than 0.10% of the TCV.10
Thus, if a Member qualifies for this tier,
such Member will be able to continue to
receive the same rebate that was
previously provided for Destination
Specific routing and a higher rebate
than has been previously provided for
routing through the TRIM and TRIM2
routing strategies.
The Exchange’s Fee Schedule
currently defines the term ADAV, which
means the average daily volume
calculated as the number of shares
added per day. The Exchange proposes
to adopt a definition of ADV, which
would mean the number of shares
added or removed, combined, per day.
As is true for ADAV, the Exchange
proposes to calculate ADV on a monthly
basis.
The Exchange also proposes to extend
each of the volume exclusions and
details applicable to ADAV to the new
definition of ADV. Thus, the Exchange
proposes to exclude from its calculation
of ADV shares added on any day that
the Exchange’s system experiences a
disruption that lasts for more than 60
minutes during regular trading hours
(‘‘Exchange System Disruption’’), on any
day with a scheduled early market close
and on the last Friday in June (the
‘‘Russell Reconstitution Day’’). The
Exchange also proposes to make clear
that routed shares are not included in
ADAV or ADV calculation. Finally, the
Exchange proposes to state on the Fee
Schedule that with prior notice to the
Exchange, a Member may aggregate
ADAV or ADV with other Members that
control, are controlled by, or are under
common control with such Member (as
evidenced on such Member’s Form BD).
The Exchange notes that the proposed
definition of ADV is based on the fee
schedules of affiliates of the Exchange,
Implementation Date
The Exchange proposes to implement
these amendments to its Fee Schedule
immediately.
9 See the Nasdaq BX fee schedule available at:
https://www.nasdaqtrader.com/Trader.aspx?id=bx_
pricing.
10 ‘‘TCV’’ means total consolidated volume
calculated as the volume reported by all exchanges
to the consolidated transaction reporting plan for
the month for which the fees apply.
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17:02 Aug 17, 2015
Jkt 235001
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the Act,12
in general, and furthers the objectives of
Section 6(b)(4),13 in particular, as it is
designed to provide for the equitable
allocation of reasonable dues, fees and
other charges among its Members and
other persons using its facilities. The
Exchange also 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. The proposed rule change
reflects a competitive pricing structure
designed to incent market participants
to direct their order flow to the
Exchange. The Exchange believes that
the proposed rates are equitable and
non-discriminatory in that they apply
uniformly to all Members. The
Exchange believes the fees and credits
remain competitive with those charged
by other venues and therefore continue
to be reasonable and equitably allocated
to Members.
The Exchange believes that its
proposal to modify the rebate for
Members’ orders that yield fee code C
from $0.0016 to $0.0010 per share and
to include TRIM and TRIM2 routing
strategies that execute at Nasdaq BX
within such fee code represents an
equitable allocation of reasonable dues,
fees, and other charges among Members
and other persons using its facilities.
The Exchange notes that this will not
result in any change, other than the fee
code assigned, to Members using the
TRIM2 routing strategy. Though the
proposed change will result in a lower
rebate for Members using the
Destination Specific and TRIM routing
strategies, the Exchange notes that the
rebate provided for routing to Nasdaq
BX through the Exchange is still higher
than the rebate provided by Nasdaq BX
unless a Member would otherwise
qualify for certain higher rebate tiers at
Nasdaq BX. Further, the Exchange notes
that the proposed Routing Tier will
provide Members with an opportunity
to maintain the same rebate earned for
11 See the BATS Exchange fee schedule available
at: https://batstrading.com/support/fee_schedule/
bzx/.
12 15 U.S.C. 78f.
13 15 U.S.C. 78f(b)(4).
PO 00000
Frm 00076
Fmt 4703
Sfmt 4703
Destination Specific routing to Nasdaq
BX and a higher rebate than was
previously available for the TRIM and
TRIM2 routing strategies for orders
executed at Nasdaq BX. Therefore, the
Exchange believes that the proposed
changes to fee code C and the
elimination of fee codes TX and TV is
equitable and reasonable. The Exchange
notes that routing through the Exchange
is voluntary. Lastly, the Exchange also
believes that the proposed amendment
is non-discriminatory because it applies
uniformly to all Members.
The Exchange believes that the
proposed addition of the Routing Tier
represents an equitable allocation of
reasonable dues, fees, and other charges
among Members and other persons
using its facilities because it rewards
Members that contribute to price
discovery on the Exchange. Volumebased rebates such as the ones proposed
herein have been widely by equities and
options exchanges, and are equitable
and reasonable because they are open to
all Members on an equal basis and
provide discounts or rebates that are
reasonably related to the value to an
exchange’s market quality associated
with higher levels of market activity,
such as higher levels of liquidity
provision and introduction of higher
volumes of orders into the price and
volume discovery processes. The
Exchange believes that the proposed
rebate for the Routing Tier is reasonable
because it is the same rebate as is
currently provided for Destination
Specific routing for orders executed at
Nasdaq BX and is comparable to the
rebate provided by Nasdaq BX directly
to participants on Nasdaq BX that reach
the highest tier.14 The Exchange also
believes that the proposed Routing Tier
is fair and equitable and nondiscriminatory in that it will be
available to all Members.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe its
proposed amendments to its Fee
Schedule would impose any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act. The Exchange does
not believe that the proposed change
represents 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
14 See
E:\FR\FM\18AUN1.SGM
supra, note 7.
18AUN1
Federal Register / Vol. 80, No. 159 / Tuesday, August 18, 2015 / Notices
impair the ability of Members or
competing venues to maintain their
competitive standing in the financial
markets. The Exchange does not believe
that its proposal would burden
intramarket competition because the
proposed rate would apply uniformly to
all Members and the Routing Tier would
be equally available to all Members.
(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
unsolicited 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
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:
asabaliauskas on DSK5VPTVN1PROD 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–
BYX–2015–34 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–BYX–2015–34. 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
15 15
16 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
VerDate Sep<11>2014
17:02 Aug 17, 2015
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing will also be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BYX–
2015–34 and should be submitted on or
before September 8, 2015.
Brent J. Fields,
Secretary.
[FR Doc. 2015–20280 Filed 8–17–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75678; File No. SR–BATS–
2015–58]
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.
August 12, 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 August 3,
2015, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the Exchange. The Exchange has
designated the proposed rule change as
one establishing or changing a member
due, fee, or other charge imposed by the
Exchange under Section 19(b)(3)(A)(ii)
1 15
2 17
Jkt 235001
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00077
Fmt 4703
Sfmt 4703
50061
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 BATS Rules
15.1(a) and (c) (‘‘Fee Schedule’’) to: (i)
Modify the rebate structure for certain
routing strategies that route to NASDAQ
OMX BX, Inc. (‘‘Nasdaq BX’’); and (ii)
adopt a new Cross-Asset Step-Up Tier.
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) Modify
the rebate structure for certain routing
strategies that route to Nasdaq BX; and
(ii) adopt a new Cross-Asset Step-Up
Tier.
Amended Fee Code C
The Exchange currently provides: (i)
A rebate of $0.0010 per share for
Members’ orders that yield fee code TV,
applicable to orders routed to Nasdaq
BX using the TRIM2 or TRIM3 routing
3 15
U.S.C. 78s(b)(3)(A)(ii).
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).
4 17
E:\FR\FM\18AUN1.SGM
18AUN1
Agencies
[Federal Register Volume 80, Number 159 (Tuesday, August 18, 2015)]
[Notices]
[Pages 50059-50061]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-20280]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75677; File No. SR-BYX-2015-34]
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.
August 12, 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 August 3, 2015, BATS Y-Exchange, Inc. (the ``Exchange'' or
``BYX'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II
and III below, which Items have been prepared by the Exchange. The
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 BYX Rules
15.1(a) and (c) (``Fee Schedule'') to: (i) Modify the rebate structure
for certain routing strategies that route to NASDAQ OMX BX, Inc.
(``Nasdaq BX''); and (ii) adopt a new tier applicable to certain routed
orders as well as a new definition to support such tier.
---------------------------------------------------------------------------
\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: (i) Modify the rebate structure for
certain routing strategies that route to Nasdaq BX; and (ii) adopt a
new tier applicable to certain routed orders as well as a new
definition to support such tier.
Amended Fee Code C
The Exchange currently provides: (i) A rebate of $0.0016 per share
for Members' orders that yield fee code C, applicable to orders routed
to Nasdaq BX using the Destination Specific routing strategy; \6\ (ii)
a rebate of $0.0010 per share for Members' orders that yield fee code
TV, applicable to orders routed to Nasdaq BX using the TRIM2 routing
strategy; \7\ and (iii) a rebate of $0.0015 per share for Members'
orders that yield fee code TX, applicable to orders routed to Nasdaq BX
using the TRIM routing strategy.\8\ The Exchange proposes to amend its
Fee Schedule to provide a standard rebate of $0.0010 per share for
Members' orders that yield fee code C, which would continue to include
Destination Specific routing to Nasdaq BX as well as routing to Nasdaq
BX using the TRIM and TRIM2 routing strategies. The Exchange would, in
turn, eliminate fee codes TV and TX. The Exchange notes that the
$0.0010 per share rebate provided pursuant to the proposed change may
still be a higher rebate for an order routed to Nasdaq BX that a Member
may obtain when routing directly to Nasdaq BX, depending on the
applicable tier for which such Member may qualify. Nasdaq BX currently
provides a standard rebate to remove
[[Page 50060]]
liquidity of $0.0006 per share, with various tiers providing rebates up
to $0.0017 per share.\9\
---------------------------------------------------------------------------
\6\ The Destination Specific routing strategy is defined in Rule
11.13(b)(3)(E).
\7\ The TRIM2 routing strategy is defined in Rule
11.13(b)(3)(G)(v).
\8\ The TRIM routing strategy is defined in Rule
11.13(b)(3)(G)(iv).
\9\ See the Nasdaq BX fee schedule available at: https://www.nasdaqtrader.com/Trader.aspx?id=bx_pricing.
---------------------------------------------------------------------------
Routing Tier
In conjunction with the change above, the Exchange proposes to
adopt a Routing Tier that would allow Members to achieve a higher
rebate for orders routed to Nasdaq BX through the Destination Specific,
TRIM and TRIM2 routing strategies. Specifically, for such orders, which
will yield fee code C, the Exchange proposes to provide a rebate of
$0.0016 per share to any Member that maintains ADV, as defined below,
equal to or greater than 0.10% of the TCV.\10\ Thus, if a Member
qualifies for this tier, such Member will be able to continue to
receive the same rebate that was previously provided for Destination
Specific routing and a higher rebate than has been previously provided
for routing through the TRIM and TRIM2 routing strategies.
---------------------------------------------------------------------------
\10\ ``TCV'' means total consolidated volume calculated as the
volume reported by all exchanges to the consolidated transaction
reporting plan for the month for which the fees apply.
---------------------------------------------------------------------------
The Exchange's Fee Schedule currently defines the term ADAV, which
means the average daily volume calculated as the number of shares added
per day. The Exchange proposes to adopt a definition of ADV, which
would mean the number of shares added or removed, combined, per day. As
is true for ADAV, the Exchange proposes to calculate ADV on a monthly
basis.
The Exchange also proposes to extend each of the volume exclusions
and details applicable to ADAV to the new definition of ADV. Thus, the
Exchange proposes to exclude from its calculation of ADV shares added
on any day that the Exchange's system experiences a disruption that
lasts for more than 60 minutes during regular trading hours (``Exchange
System Disruption''), on any day with a scheduled early market close
and on the last Friday in June (the ``Russell Reconstitution Day'').
The Exchange also proposes to make clear that routed shares are not
included in ADAV or ADV calculation. Finally, the Exchange proposes to
state on the Fee Schedule that with prior notice to the Exchange, a
Member may aggregate ADAV or ADV with other Members that control, are
controlled by, or are under common control with such Member (as
evidenced on such Member's Form BD). The Exchange notes that the
proposed definition of ADV is based on the fee schedules of affiliates
of the Exchange, including BATS Exchange, Inc., which already has
definitions of both ADV and ADAV.\11\
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\11\ See the BATS Exchange fee schedule available at: https://batstrading.com/support/fee_schedule/bzx/.
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Implementation Date
The Exchange proposes to implement these amendments to its Fee
Schedule immediately.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6 of the Act,\12\ in general, and
furthers the objectives of Section 6(b)(4),\13\ in particular, as it is
designed to provide for the equitable allocation of reasonable dues,
fees and other charges among its Members and other persons using its
facilities. The Exchange also 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. The proposed rule change reflects a competitive
pricing structure designed to incent market participants to direct
their order flow to the Exchange. The Exchange believes that the
proposed rates are equitable and non-discriminatory in that they apply
uniformly to all Members. The Exchange believes the fees and credits
remain competitive with those charged by other venues and therefore
continue to be reasonable and equitably allocated to Members.
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\12\ 15 U.S.C. 78f.
\13\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that its proposal to modify the rebate for
Members' orders that yield fee code C from $0.0016 to $0.0010 per share
and to include TRIM and TRIM2 routing strategies that execute at Nasdaq
BX within such fee code represents an equitable allocation of
reasonable dues, fees, and other charges among Members and other
persons using its facilities. The Exchange notes that this will not
result in any change, other than the fee code assigned, to Members
using the TRIM2 routing strategy. Though the proposed change will
result in a lower rebate for Members using the Destination Specific and
TRIM routing strategies, the Exchange notes that the rebate provided
for routing to Nasdaq BX through the Exchange is still higher than the
rebate provided by Nasdaq BX unless a Member would otherwise qualify
for certain higher rebate tiers at Nasdaq BX. Further, the Exchange
notes that the proposed Routing Tier will provide Members with an
opportunity to maintain the same rebate earned for Destination Specific
routing to Nasdaq BX and a higher rebate than was previously available
for the TRIM and TRIM2 routing strategies for orders executed at Nasdaq
BX. Therefore, the Exchange believes that the proposed changes to fee
code C and the elimination of fee codes TX and TV is equitable and
reasonable. The Exchange notes that routing through the Exchange is
voluntary. Lastly, the Exchange also believes that the proposed
amendment is non-discriminatory because it applies uniformly to all
Members.
The Exchange believes that the proposed addition of the Routing
Tier represents an equitable allocation of reasonable dues, fees, and
other charges among Members and other persons using its facilities
because it rewards Members that contribute to price discovery on the
Exchange. Volume-based rebates such as the ones proposed herein have
been widely by equities and options exchanges, and are equitable and
reasonable because they are open to all Members on an equal basis and
provide discounts or rebates that are reasonably related to the value
to an exchange's market quality associated with higher levels of market
activity, such as higher levels of liquidity provision and introduction
of higher volumes of orders into the price and volume discovery
processes. The Exchange believes that the proposed rebate for the
Routing Tier is reasonable because it is the same rebate as is
currently provided for Destination Specific routing for orders executed
at Nasdaq BX and is comparable to the rebate provided by Nasdaq BX
directly to participants on Nasdaq BX that reach the highest tier.\14\
The Exchange also believes that the proposed Routing Tier is fair and
equitable and non-discriminatory in that it will be available to all
Members.
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\14\ See supra, note 7.
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(B) Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe its proposed amendments to its Fee
Schedule would impose any burden on competition that is not necessary
or appropriate in furtherance of the purposes of the Act. The Exchange
does not believe that the proposed change represents 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
[[Page 50061]]
impair the ability of Members or competing venues to maintain their
competitive standing in the financial markets. The Exchange does not
believe that its proposal would burden intramarket competition because
the proposed rate would apply uniformly to all Members and the Routing
Tier would be equally available to all Members.
(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 unsolicited 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
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-BYX-2015-34 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-BYX-2015-34. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing will also be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-BYX-2015-34 and should be
submitted on or before September 8, 2015.
Brent J. Fields,
Secretary.
[FR Doc. 2015-20280 Filed 8-17-15; 8:45 am]
BILLING CODE 8011-01-P