Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to the Exchange's Pricing Schedule Under Section VIII With Respect to Execution and Routing of Orders in Securities Priced at $1 or More Per Share, 78797-78799 [2015-31687]
Download as PDF
Federal Register / Vol. 80, No. 242 / Thursday, December 17, 2015 / Notices
from the introduction of FTSE 100
Index options.
As a national securities exchange, the
Exchange is required, under Section
6(b)(1) of the Act,19 to enforce
compliance by its members, and persons
associated with its members, with the
provisions of the Act, Commission rules
and regulations thereunder, and its own
rules. As noted above, the Exchange
states that, except as modified by the
proposal, Exchange Rules in Chapters I
through XIX, XXIV, XXIVA, and XXIVB
would equally apply to FTSE 100 Index
options. The Exchange also states that
FTSE 100 Index options would be
subject to the same rules that currently
govern other CBOE index options,
including sales practice rules, margin
requirements, and trading rules.
The Commission further believes that
the Exchange’s proposed position and
exercise limits, trading hours, margin,
strike price intervals, minimum tick
size, series openings, and other aspects
of the proposed rule change, as
modified by Amendment No. 1, are
appropriate and consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,20 that the
proposed rule change (SR–CBOE–2015–
100), as modified by Amendment No. 1,
be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–31685 Filed 12–16–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76631; File No. SR–Phlx–
2015–98]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to the
Exchange’s Pricing Schedule Under
Section VIII With Respect to Execution
and Routing of Orders in Securities
Priced at $1 or More Per Share
asabaliauskas on DSK5VPTVN1PROD with NOTICES
December 11, 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 November
19 15
U.S.C. 78f(b)(1).
U.S.C. 78s(b)(2).
21 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
20 15
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30, 2015, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Exchange’s Pricing Schedule under
Section VIII, entitled ‘‘NASDAQ OMX
PSX FEES,’’ with respect to execution
and routing of orders in securities
priced at $1 or more per share.
While the changes proposed herein
are effective upon filing, the Exchange
has designated the amendments become
operative on December 1, 2015.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqomxphlx.
cchwallstreet.com/, at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to amend certain charges and
fees for order execution and routing
applicable to the use of the order
execution and routing services of the
NASDAQ OMX PSX System (‘‘PSX’’) by
member organizations for all securities
traded at $1 or more per share.
Specifically, under subparagraph
(a)(1) of the rule the Exchange is
proposing to increase the charges
assessed member organizations that
enter orders that execute in PSX. First,
the Exchange is proposing to increase
the charge for executions in Nasdaq-
PO 00000
Frm 00090
Fmt 4703
Sfmt 4703
78797
listed securities from $0.0028 to $0.0029
per share executed. Second, the
Exchange is proposing to increase the
charge for executions in NYSE-listed
securities from $0.0027 to $0.0028 per
share executed. Lastly, the Exchange is
proposing to increase the charge for
executions in securities listed on
exchanges other than Nasdaq and NYSE
from $0.0026 to $0.0028 per share
executed.
The Exchange is also proposing to
increase credits provided to member
organizations that provide displayed
liquidity through PSX under
subparagraph (a)(1) of the rule. First, the
Exchange is proposing to increase the
credit provided for Quotes/Orders
entered by a member organization that
provides and accesses 0.35% or more of
Consolidated Volume during the month
from $0.0028 to $0.0031 per share
executed. Second, the Exchange is
proposing to increase the credit
provided for Quotes/Orders entered by
a member organization that provides
and accesses 0.25% or more of
Consolidated Volume during the month
from $0.0027 to $0.0029 per share
executed. Lastly, the Exchange is
eliminating the $0.0023 per share
executed credit provided for Quotes/
Orders entered by a member
organization that provides and accesses
daily volume of 100,000 or more shares
during the month, and is increasing the
‘‘default’’ credit (i.e., the credit received
for providing displayed liquidity that
does not otherwise qualify for a higher
credit) provided for all other Quotes/
Orders from $0.0020 to $0.0023 per
share executed.
Finally, the Exchange is proposing to
eliminate text from subparagraph (a) of
the rule that defines the term ‘‘regular
market hours,’’ which was erroneously
left in the rule text when the tier it
provided reference to was deleted.
Currently, no fee or credit references the
definition. Thus, the Exchange is
proposing to delete the reference.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,3
in general, and with Sections 6(b)(4) and
6(b)(5) of the Act,4 in particular, in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and issuers and
other persons using any facility or
system which Nasdaq operates or
controls and is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
3 15
4 15
E:\FR\FM\17DEN1.SGM
U.S.C. 78f.
U.S.C. 78f(b)(4) and (5).
17DEN1
asabaliauskas on DSK5VPTVN1PROD with NOTICES
78798
Federal Register / Vol. 80, No. 242 / Thursday, December 17, 2015 / Notices
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest; and
are not designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Commission and the courts have
repeatedly expressed their preference
for competition over regulatory
intervention in determining prices,
products, and services in the securities
markets. In Regulation NMS, for
example, the Commission indicated that
market forces should generally
determine the price of non-core market
data because national market system
regulation ‘‘has been remarkably
successful in promoting market
competition in its broader forms that are
most important to investors and listed
companies.’’ 5 Likewise, in NetCoalition
v. NYSE Arca, Inc., 615 F.3d 525 (D.C.
Cir. 2010), the D.C. Circuit upheld the
Commission’s use of a market-based
approach in evaluating the fairness of
market data fees against a challenge
claiming that Congress mandated a costbased approach.6 As the court
emphasized, the Commission ‘‘intended
in Regulation NMS that ‘market forces,
rather than regulatory requirements’
play a role in determining the market
data . . . to be made available to
investors and at what cost.’’ 7
Further, ‘‘[n]o one disputes that
competition for order flow is ‘fierce.’
. . . As the SEC explained, ‘[i]n the U.S.
national market system, buyers and
sellers of securities, and the brokerdealers that act as their order-routing
agents, have a wide range of choices of
where to route orders for execution’;
[and] ‘no exchange can afford to take its
market share percentages for granted’
because ‘no exchange possesses a
monopoly, regulatory or otherwise, in
the execution of order flow from broker
dealers’ . . . .’’ 8
The proposed increases to the credits
and charges in the fee schedule under
the Exchange’s Pricing Schedule under
Section VIII are reflective of the
Exchange’s ongoing efforts to use
pricing incentives to attract order flow
to the Exchange and improve market
5 See Exchange Act Release No. 34–51808 (June
9, 2005) (‘‘Regulation NMS Adopting Release’’).
6 See NetCoalition, 615 F.3d at 534.
7 Id. at 537.
8 NetCoalition, 615 F.3d at 539 (quoting ArcaBook
Order, 73 FR at 74782–74783).
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16:53 Dec 16, 2015
Jkt 238001
quality. The goal of these pricing
incentives is to provide meaningful
incentives for members to increase their
participation on the Exchange.
The Exchange is proposing to increase
the charges to a member organization
entering an order that executes in PSX
and is also proposing to increase credits
provided to member organizations. As a
general principle, the Exchange must,
from time to time, adjust the level of
fees and credits provided to most
efficiently allocate reduced fees and
credits in terms of market improving
behavior. In this regard, the Exchange is
limited in how far it may reduce fees
and in the amount of credits that it can
provide to market participants.
The Exchange believes that the
increases to the charges assessed a
member organization entering an order
that executes in PSX are reasonable
because they reflect the Exchange’s need
to adjust its credits and fees in response
to the costs and benefits provided by the
Exchange. In addition to covering
Exchange costs, the increased fees will
allow the Exchange to offer credits to
market participants that provide
beneficial liquidity to PSX, to the
benefit of all of its participants. The
Exchange notes that it is increasing the
charge assessed for executions in
securities listed on exchanges other than
Nasdaq and NYSE by a greater amount
than for securities listed on Nasdaq and
NYSE because it still wishes to offer
lower fees for removal of liquidity for
securities not listed on Nasdaq while
balancing the exchanges’ fees with its
credits. The Exchange believes that the
proposed increases to the charges
assessed a member organization
entering an order that executes in PSX
are consistent with an equitable
allocation of fees and are not unfairly
discriminatory because they apply to all
member organizations that enter orders
in the securities based on the listing
venue of the security.
The Exchange believes that the
proposed increases to the credits
provided to a member organization that
provides displayed liquidity through
PSX are reasonable because the
Exchange seeks to improve market
quality by providing increased
incentives to market participants to
provide beneficial displayed liquidity.
To achieve this, the Exchange must,
from time to time, adjust the levels of
credits and the related qualification
requirements in reaction to market
behavior. In the present case, the
Exchange is proposing to increase two
of the credit tiers, eliminate the lowest
credit tier, and increase the ‘‘default’’
credit to the level of the eliminated
credit tier. The Exchange believes
PO 00000
Frm 00091
Fmt 4703
Sfmt 4703
providing the greatest incentive to
market participants that also provide
and access the highest level of
Consolidated Volume during the month
may significantly increase the number
of member organizations that provide
such high levels of market improving
participation, to the benefit of all
participants. Elimination of the credit
tier and increasing the level of the
default credit to the level of the
eliminated tier is reasonable as it is
reflective of the Exchange’s desire to
make PSX an attractive venue to any
member organization that is willing to
provide displayed liquidity. The
Exchange believes that the proposed
increases to the credits provided for
displayed liquidity through PSX and
elimination of a credit tier are consistent
with an equitable allocation of fees and
are not unfairly discriminatory because
they apply to all member organizations
that provide displayed liquidity through
PSX and meet the criteria of the credit
tier. In addition, member organizations
that previously would have qualified
under the eliminated tier would
continue to receive the same credit
under the ‘‘default’’ credit tier.
The Exchange believes that the
elimination of rule text that defines a
term no longer used in the fee schedule
is consistent with the protection of
investors and the public interest
because it will avoid investor confusion
that may occur by including it.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule changes will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.9
Phlx notes that it operates in a highly
competitive market in which market
participants can readily favor dozens of
different competing exchanges and
alternative trading systems if they deem
charges at a particular venue to be
excessive, or credit opportunities
available at other venues to be more
favorable. In such an environment, the
Exchange must continually adjust its
charges and credits to remain
competitive with other exchanges.
Because competitors are free to modify
their own charges and credits in
response, and because market
participants may readily adjust their
order routing practices, the Exchange
believes that the degree to which
changes to charges and credits in this
market may impose any burden on
competition is extremely limited.
9 15
E:\FR\FM\17DEN1.SGM
U.S.C. 78f(b)(8).
17DEN1
Federal Register / Vol. 80, No. 242 / Thursday, December 17, 2015 / Notices
In this instance, the changes to
charges and credits do not impose a
burden on competition because the
Exchange membership is optional and is
the subject of competition from other
exchanges. The increased credits and
charges are reflective of the intent to
increase the order flow on the Exchange.
For these reasons, the Exchange does
not believe that any of the proposed
changes will impair the ability of
members or competing order execution
venues to maintain their competitive
standing in the financial markets.
Moreover, because there are numerous
competitive alternatives to the use of the
Exchange, it is likely that the Exchange
will lose market share as a result of the
changes if they are unattractive to
market participants.
Accordingly, the Exchange does not
believe that the proposed rule changes
will impair the ability of members or
competing order execution venues to
maintain their competitive standing in
the financial markets.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
asabaliauskas on DSK5VPTVN1PROD with NOTICES
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)(ii) of the Act.10 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
Phlx–2015–98 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–Phlx–2015–98. 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–Phlx–
2015–98 and should be submitted on or
before January 7, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Robert W. Errett,
Deputy Secretary.
BILLING CODE 8011–01–P
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
10 15
U.S.C. 78s(b)(3)(A)(ii).
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16:53 Dec 16, 2015
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CFR 200.30–3(a)(12).
Frm 00092
Fmt 4703
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76632; File No. SR–CBOE–
2015–104]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Order Granting
Accelerated Approval of a Proposed
Rule Change To Trade Expiring MSCI
EAFE Index Options Until 3:00 p.m.
December 11, 2015.
I. Introduction
On November 13, 2015, the Chicago
Board Options Exchange, Incorporated
(the ‘‘Exchange’’ or ‘‘CBOE’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposed rule change to change the
trading hours for expiring MSCI EAFE
Index (‘‘EAFE’’) options. This proposal
was published for comment in the
Federal Register on November 25,
2015.3 The Commission received no
comments regarding the proposal. This
order approves the proposed rule
change on an accelerated basis.
II. Description of the Proposed Rule
Change
The Exchange proposes to change the
trading hours for expiring EAFE options
from 10:00 a.m. (Chicago time) on their
expiration date to 3:00 p.m. (Chicago
time) on their expiration date. When the
Exchange first listed EAFE options, the
MSCI EAFE Index was not calculated
and disseminated during the entire time
period during which EAFE options were
traded on the Exchange. Accordingly,
the Exchange set the initial trading
hours for expiring EAFE options to align
with expiring EAFE futures contracts
traded on the Intercontinental
Exchange, Inc. (‘‘ICE’’), which stopped
trading at 10:00 a.m. (Chicago time) on
the third Friday of the futures contracts
month.4
The MSCI EAFE Index, however, will
now be calculated and disseminated
through the close of trading on U.S.
1 15
[FR Doc. 2015–31687 Filed 12–16–15; 8:45 am]
Sfmt 4703
78799
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 76482
(November 19, 2015), 80 FR 73839 (‘‘Notice’’).
4 See Notice, supra note 3, at 73840. The
Exchange established listing criteria that permits
the trading of EAFE options ‘‘after trading in all
component securities has closed for the day and the
index level is no longer widely disseminated at
least once every fifteen (15) seconds by one or more
major market data vendors, provided that EAFE
futures contracts are trading and prices for those
contract may be used as a proxy for the current
index value.’’ See CBOE Rule 24.2.01(a)(8).
2 17
E:\FR\FM\17DEN1.SGM
17DEN1
Agencies
[Federal Register Volume 80, Number 242 (Thursday, December 17, 2015)]
[Notices]
[Pages 78797-78799]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-31687]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76631; File No. SR-Phlx-2015-98]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
the Exchange's Pricing Schedule Under Section VIII With Respect to
Execution and Routing of Orders in Securities Priced at $1 or More Per
Share
December 11, 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 November 30, 2015, NASDAQ OMX PHLX LLC (``Phlx'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I, II,
and III, below, which Items have been prepared by the Exchange. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the Exchange's Pricing Schedule
under Section VIII, entitled ``NASDAQ OMX PSX FEES,'' with respect to
execution and routing of orders in securities priced at $1 or more per
share.
While the changes proposed herein are effective upon filing, the
Exchange has designated the amendments become operative on December 1,
2015.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.com/, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to amend certain charges
and fees for order execution and routing applicable to the use of the
order execution and routing services of the NASDAQ OMX PSX System
(``PSX'') by member organizations for all securities traded at $1 or
more per share.
Specifically, under subparagraph (a)(1) of the rule the Exchange is
proposing to increase the charges assessed member organizations that
enter orders that execute in PSX. First, the Exchange is proposing to
increase the charge for executions in Nasdaq-listed securities from
$0.0028 to $0.0029 per share executed. Second, the Exchange is
proposing to increase the charge for executions in NYSE-listed
securities from $0.0027 to $0.0028 per share executed. Lastly, the
Exchange is proposing to increase the charge for executions in
securities listed on exchanges other than Nasdaq and NYSE from $0.0026
to $0.0028 per share executed.
The Exchange is also proposing to increase credits provided to
member organizations that provide displayed liquidity through PSX under
subparagraph (a)(1) of the rule. First, the Exchange is proposing to
increase the credit provided for Quotes/Orders entered by a member
organization that provides and accesses 0.35% or more of Consolidated
Volume during the month from $0.0028 to $0.0031 per share executed.
Second, the Exchange is proposing to increase the credit provided for
Quotes/Orders entered by a member organization that provides and
accesses 0.25% or more of Consolidated Volume during the month from
$0.0027 to $0.0029 per share executed. Lastly, the Exchange is
eliminating the $0.0023 per share executed credit provided for Quotes/
Orders entered by a member organization that provides and accesses
daily volume of 100,000 or more shares during the month, and is
increasing the ``default'' credit (i.e., the credit received for
providing displayed liquidity that does not otherwise qualify for a
higher credit) provided for all other Quotes/Orders from $0.0020 to
$0.0023 per share executed.
Finally, the Exchange is proposing to eliminate text from
subparagraph (a) of the rule that defines the term ``regular market
hours,'' which was erroneously left in the rule text when the tier it
provided reference to was deleted. Currently, no fee or credit
references the definition. Thus, the Exchange is proposing to delete
the reference.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\3\ in general, and with
Sections 6(b)(4) and 6(b)(5) of the Act,\4\ in particular, in that it
provides for the equitable allocation of reasonable dues, fees and
other charges among members and issuers and other persons using any
facility or system which Nasdaq operates or controls and is designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable
[[Page 78798]]
principles of trade, to foster cooperation and coordination with
persons engaged in regulating, clearing, settling, processing
information with respect to, and facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest; and are not designed to
permit unfair discrimination between customers, issuers, brokers, or
dealers.
---------------------------------------------------------------------------
\3\ 15 U.S.C. 78f.
\4\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Commission and the courts have repeatedly expressed their
preference for competition over regulatory intervention in determining
prices, products, and services in the securities markets. In Regulation
NMS, for example, the Commission indicated that market forces should
generally determine the price of non-core market data because national
market system regulation ``has been remarkably successful in promoting
market competition in its broader forms that are most important to
investors and listed companies.'' \5\ Likewise, in NetCoalition v. NYSE
Arca, Inc., 615 F.3d 525 (D.C. Cir. 2010), the D.C. Circuit upheld the
Commission's use of a market-based approach in evaluating the fairness
of market data fees against a challenge claiming that Congress mandated
a cost-based approach.\6\ As the court emphasized, the Commission
``intended in Regulation NMS that `market forces, rather than
regulatory requirements' play a role in determining the market data . .
. to be made available to investors and at what cost.'' \7\
---------------------------------------------------------------------------
\5\ See Exchange Act Release No. 34-51808 (June 9, 2005)
(``Regulation NMS Adopting Release'').
\6\ See NetCoalition, 615 F.3d at 534.
\7\ Id. at 537.
---------------------------------------------------------------------------
Further, ``[n]o one disputes that competition for order flow is
`fierce.' . . . As the SEC explained, `[i]n the U.S. national market
system, buyers and sellers of securities, and the broker-dealers that
act as their order-routing agents, have a wide range of choices of
where to route orders for execution'; [and] `no exchange can afford to
take its market share percentages for granted' because `no exchange
possesses a monopoly, regulatory or otherwise, in the execution of
order flow from broker dealers' . . . .'' \8\
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\8\ NetCoalition, 615 F.3d at 539 (quoting ArcaBook Order, 73 FR
at 74782-74783).
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The proposed increases to the credits and charges in the fee
schedule under the Exchange's Pricing Schedule under Section VIII are
reflective of the Exchange's ongoing efforts to use pricing incentives
to attract order flow to the Exchange and improve market quality. The
goal of these pricing incentives is to provide meaningful incentives
for members to increase their participation on the Exchange.
The Exchange is proposing to increase the charges to a member
organization entering an order that executes in PSX and is also
proposing to increase credits provided to member organizations. As a
general principle, the Exchange must, from time to time, adjust the
level of fees and credits provided to most efficiently allocate reduced
fees and credits in terms of market improving behavior. In this regard,
the Exchange is limited in how far it may reduce fees and in the amount
of credits that it can provide to market participants.
The Exchange believes that the increases to the charges assessed a
member organization entering an order that executes in PSX are
reasonable because they reflect the Exchange's need to adjust its
credits and fees in response to the costs and benefits provided by the
Exchange. In addition to covering Exchange costs, the increased fees
will allow the Exchange to offer credits to market participants that
provide beneficial liquidity to PSX, to the benefit of all of its
participants. The Exchange notes that it is increasing the charge
assessed for executions in securities listed on exchanges other than
Nasdaq and NYSE by a greater amount than for securities listed on
Nasdaq and NYSE because it still wishes to offer lower fees for removal
of liquidity for securities not listed on Nasdaq while balancing the
exchanges' fees with its credits. The Exchange believes that the
proposed increases to the charges assessed a member organization
entering an order that executes in PSX are consistent with an equitable
allocation of fees and are not unfairly discriminatory because they
apply to all member organizations that enter orders in the securities
based on the listing venue of the security.
The Exchange believes that the proposed increases to the credits
provided to a member organization that provides displayed liquidity
through PSX are reasonable because the Exchange seeks to improve market
quality by providing increased incentives to market participants to
provide beneficial displayed liquidity. To achieve this, the Exchange
must, from time to time, adjust the levels of credits and the related
qualification requirements in reaction to market behavior. In the
present case, the Exchange is proposing to increase two of the credit
tiers, eliminate the lowest credit tier, and increase the ``default''
credit to the level of the eliminated credit tier. The Exchange
believes providing the greatest incentive to market participants that
also provide and access the highest level of Consolidated Volume during
the month may significantly increase the number of member organizations
that provide such high levels of market improving participation, to the
benefit of all participants. Elimination of the credit tier and
increasing the level of the default credit to the level of the
eliminated tier is reasonable as it is reflective of the Exchange's
desire to make PSX an attractive venue to any member organization that
is willing to provide displayed liquidity. The Exchange believes that
the proposed increases to the credits provided for displayed liquidity
through PSX and elimination of a credit tier are consistent with an
equitable allocation of fees and are not unfairly discriminatory
because they apply to all member organizations that provide displayed
liquidity through PSX and meet the criteria of the credit tier. In
addition, member organizations that previously would have qualified
under the eliminated tier would continue to receive the same credit
under the ``default'' credit tier.
The Exchange believes that the elimination of rule text that
defines a term no longer used in the fee schedule is consistent with
the protection of investors and the public interest because it will
avoid investor confusion that may occur by including it.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule changes will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended.\9\
Phlx notes that it operates in a highly competitive market in which
market participants can readily favor dozens of different competing
exchanges and alternative trading systems if they deem charges at a
particular venue to be excessive, or credit opportunities available at
other venues to be more favorable. In such an environment, the Exchange
must continually adjust its charges and credits to remain competitive
with other exchanges. Because competitors are free to modify their own
charges and credits in response, and because market participants may
readily adjust their order routing practices, the Exchange believes
that the degree to which changes to charges and credits in this market
may impose any burden on competition is extremely limited.
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\9\ 15 U.S.C. 78f(b)(8).
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[[Page 78799]]
In this instance, the changes to charges and credits do not impose
a burden on competition because the Exchange membership is optional and
is the subject of competition from other exchanges. The increased
credits and charges are reflective of the intent to increase the order
flow on the Exchange. For these reasons, the Exchange does not believe
that any of the proposed changes will impair the ability of members or
competing order execution venues to maintain their competitive standing
in the financial markets. Moreover, because there are numerous
competitive alternatives to the use of the Exchange, it is likely that
the Exchange will lose market share as a result of the changes if they
are unattractive to market participants.
Accordingly, the Exchange does not believe that the proposed rule
changes will impair the ability of members or competing order execution
venues to maintain their competitive standing in the financial markets.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\10\ At any time within 60 days of the
filing of the proposed rule change, the Commission summarily may
temporarily suspend such rule change if it appears to the Commission
that such action is necessary or appropriate in the public interest,
for the protection of investors, or otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\10\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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-Phlx-2015-98 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-Phlx-2015-98. 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-Phlx-2015-98 and should be
submitted on or before January 7, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
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\11\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-31687 Filed 12-16-15; 8:45 am]
BILLING CODE 8011-01-P