Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and Immediate Effectiveness of Proposed Change To Amend Its Price List Effective March 1, 2016, 15139-15141 [2016-06229]
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Federal Register / Vol. 81, No. 54 / Monday, March 21, 2016 / Notices
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agreements, disclosures, and opinions to
BD/FCM customers to clarify key
aspects of the regulatory framework that
will govern their participation in a
program to commingle and portfolio
margin CDS positions and to ensure that
appropriate levels of margin are
collected. Because the Order is still in
effect, the Commission believes it is
prudent to extend this collection of
information.
The Commission estimates that 45
firms may seek to avail themselves of
the conditional exemptive relief
provided by the Order and therefore
would be subject to the information
collection.2 The Commission estimates
that each of the 45 firms that may seek
to avail themselves of the conditional
exemptive relief provided by the Order
would spend a total of 3,430 burden
hours to comply with the existing
collection of information, calculated as
follows: (20 hours to develop a
subordination agreement for each nonaffiliate cleared credit default swap
customers in accordance with paragraph
IV(b)(1)(ii) of the Order) × (109 nonaffiliate credit default swap customers) 3
+ ((20 hours to develop a subordination
agreement for each affiliate cleared
credit default swap customers in
accordance with paragraph IV(b)(2)(ii)
of the Order) + (2 hours developing and
reviewing the opinion required by
paragraph IV(b)(2)(iii) of the Order)) ×
(11 affiliate credit default swap
customers) + (1,000 hours to seek the
Commission’s approval of margin
methodologies under paragraph IV(b)(3)
of the Order) + (8 hours to disclose
information to customers under
paragraph IV(b)(6) of the Order) = 3,430
burden hours, or approximately 154,350
burden hours in the aggregate,
calculated as follows: (3,430 burden
hours per firm) × (45 firms) = 154,350
burden hours. Amortized over three
years, the annualized burden hours
would be 1,143 hours per firm, or a total
of 51,450 for all 45 firms.
The Commission further estimates
that each respondent will incur a onetime cost of $8,000 in outside legal cost
2 The Commission bases this estimate on the total
number of entities that are dually registered as
broker-dealers and futures commission merchants.
See Financial Data for FCMs as of July 31, 2015,
Commodity Futures Trading Commission, available
at https://www.cftc.gov/MarketReports/Financial
DataforFCMs/index.htm.
3 Based on information that the Commission
receives on a monthly basis, as well as current
projections regarding the estimated increase in the
number of customers per respondent, the
Commission anticipates an average number of
credit default swap customers to be 120 per
respondent, 109 of which would be non-affiliates
and 11 of which would be affiliates. The
Commission notes that these estimates are based on
current data and the current regulatory framework.
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expenses per firm, calculated as follows:
(200 hours to obtain opinions of counsel
from affiliate cleared credit default swap
customers under paragraph IV(b)(2)(iii)
of the Order) × ($400 per hour for
outside legal counsel) = $8,000, for an
aggregate burden of $360,000, calculated
as follows: ($8,000 in external legal
costs per firm) × (45 firms) = $360,000.
Amortized over three years, the
annualized capital external cost would
be $2,667 per firm, or a total of $120,000
for all 45 firms.
An agency may not conduct or
sponsor, and a person is not required to
respond to, a collection of information
under the PRA unless it displays a
currently valid OMB control number.
The public may view background
documentation for this information
collection at the following Web site:
www.reginfo.gov. Comments should be
directed to: (i) Desk Officer for the
Securities and Exchange Commission,
Office of Information and Regulatory
Affairs, Office of Management and
Budget, Room 10102, New Executive
Office Building, Washington, DC 20503,
or by sending an email to: Shagufta_
Ahmed@omb.eop.gov; and (ii) Pamela
Dyson, Director/Chief Information
Officer, Securities and Exchange
Commission, c/o Remi Pavlik-Simon,
100 F Street NE., Washington, DC
20549, or by sending an email to: PRA_
Mailbox@sec.gov. Comments must be
submitted to OMB within 30 days of
this notice.
Dated: March 15, 2016.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–06230 Filed 3–18–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77371; File No. SR–
NYSEMKT–2016–33]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Change To Amend Its Price List
Effective March 1, 2016
March 15, 2016.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on March 1,
2016, NYSE MKT LLC (the ‘‘Exchange’’
or ‘‘NYSE MKT’’) filed with the
Securities and Exchange Commission
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
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15139
(the ‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. 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 its
Price List to exclude from its average
daily volume and certain other
calculations any trading day on which
the Exchange is not open for the entire
trading day and/or a disruption affects
an Exchange system that lasts for more
than 60 minutes during regular trading
hours. The Exchange proposes to
implement the fee change effective
March 1, 2016. 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,
on the Commission’s Web site at
https://www.sec.gov, 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 Exchange proposes to amend its
Price List to exclude from its average
daily volume (‘‘ADV’’) and certain other
calculations any trading day on which
the Exchange is not open for the entire
trading day and/or a disruption affects
an Exchange system that lasts for more
than 60 minutes during regular trading
hours. The Exchange proposes to
implement the fee change effective
March 1, 2016.
As provided in the Exchange’s Price
List, many of the Exchange’s transaction
fees and credits are based on trading,
quoting and liquidity thresholds that
member organizations, including
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Designated Market Makers (‘‘DMMs’’),
Supplemental Liquidity Providers
(‘‘SLPs’’), and Retail Liquidity Providers
(‘‘RLPs’’), must satisfy in order to
qualify for the particular rates. The
Exchange believes that trading
suspensions or disruptions can prevent
member organizations, including
DMMs, SLPs and RLPs, from engaging
in normal trading, quoting and liquidity
in their assigned securities, leading to
decreased quoting and trading volume
compared to ADV. Accordingly, for
purposes of determining transaction fees
and credits for these market participants
based on quoting and/or liquidity levels,
ADV, and consolidated ADV (‘‘CADV’’),
the Exchange proposes to add text to
current footnote 1 to the Price List that
would permit the Exchange to exclude
any trading day on which (1) the
Exchange is not open for the entire
trading day and/or (2) a disruption
affects an Exchange system that lasts for
more than 60 minutes during regular
trading hours. The Exchange’s proposal
is consistent with the rules of its options
trading facility 4 and its affiliate NYSE
Arca, Inc.5
The proposed change would allow the
Exchange to exclude days where the
Exchange declares a trading halt in all
securities or honors a market-wide
trading halt declared by another market.
The Exchange’s proposal would be
similar to the current provision in the
Price List whereby, for purposes of
DMM liquidity credits based on the
CADV in all Exchange-listed stocks in a
current month, ADV calculations can
exclude early closing days.6 Generally,
this applies to certain days before or
after a holiday observed by the
Exchange.7 The Exchange’s proposal is
consistent with the rules of other selfregulatory organizations.8
4 See NYSE Amex Options Fee Schedule (‘‘The
Exchange may exclude from its monthly
calculations of contract volume any day that (1) the
Exchange is not open for the entire trading day and/
or (2) a disruption affects an Exchange system that
lasts for more than 60 minutes during regular
trading hours’’).
5 See NYSE Arca Options Fees and Charges (‘‘The
Exchange may exclude from the calculation of ADV
contracts traded any day that (1) the Exchange is
not open for the entire trading day and/or (2) a
disruption affects an Exchange system that lasts for
more than 60 minutes during regular trading hours
(‘‘Exchange System Disruption’’).
6 See footnote 4 in the Price List.
7 For example, the Exchange is closed on
Thanksgiving Day and closes early on the Friday
immediately following Thanksgiving Day (e.g.,
Friday, November 25, 2016).
8 See notes 6–7, supra; see also NASDAQ Stock
Market LLC Rule 7018(j) (‘‘For purposes of
determining average daily volume and total
consolidated volume under this rule, any day that
the market is not open for the entire trading day
will be excluded from such calculation.’’);
International Securities Exchange, LLC Fee
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The Exchange believes that artificially
low volumes of trading on days when
the Exchange is not open for the entire
trading day reduces the average daily
activity of member organizations both
daily and monthly. Given the decreased
trading volumes, the numerator for the
monthly calculation (e.g., trading
volume) would be correspondingly
lower, but the denominator for the
threshold calculations (e.g., the number
of trading days) would not necessarily
be decreased, and could result in an
unintended increase in the cost of
trading on the Exchange, a result that is
unintended and undesirable to the
Exchange and its member organizations.
The Exchange believes that the
authority to exclude days when the
Exchange is not open for the entire
trading day would provide member
organizations with greater certainty as to
their monthly costs and diminish the
likelihood of an effective increase in the
cost of trading.9
Similarly, the Exchange proposes to
modify its Price List to permit the
Exchange to exclude from the above
calculations shares traded on a trading
day where a disruption affects an
Exchange system that lasts for more
than 60 minutes during regular trading
hours even if such disruption would not
be categorized as a complete outage of
the Exchange’s system. Such a
disruption may occur where a certain
securities traded on the Exchange are
unavailable for trading due to an
Exchange system issue or where, while
the Exchange may be able to perform
certain functions with respect to
accepting and processing orders, the
Exchange may be experiencing a failure
to another significant process, such as
routing to other market centers, that
would lead member organizations that
rely on such process to avoid utilizing
the Exchange until the Exchange’s entire
system was operational. Once again, the
Exchange’s proposal is consistent with
the rules of other self-regulatory
organizations.10
Schedule (‘‘For purposes of determining Priority
Customer ADV, any day that the regular order book
is not open for the entire trading day or the
Exchange instructs members in writing to route
their orders to other markets may be excluded from
such calculation; provided that the Exchange will
only remove the day for members that would have
a lower ADV with the day included.’’).
9 See, e.g., Securities Exchange Act Release No.
70657 (October 10, 2013), 78 FR 62899 (October 22,
2103) (SR–ISE–2013–51).
10 See notes 6–7, supra; see also BATS BZX
Exchange Fee Schedule (‘‘The Exchange excludes
from its calculation of ADAV and ADV shares
added or removed 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
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The Exchange is not proposing any
changes to the level of rebates currently
being provided on the Exchange, or to
the thresholds required to achieve each
rebate tier.
The proposed change is also not
otherwise intended to address any other
issues, and the Exchange is not aware of
any problems that member
organizations would have in complying
with the proposed change.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,11 in general, and
furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,12 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 it is
reasonable to permit the Exchange to
eliminate from the calculation days on
which the market is not open the entire
trading day because it preserves the
Exchange’s intent behind adopting
volume-based pricing. Similarly, the
Exchange believes that its proposal is
reasonable because it will help provide
member organizations with a greater
level of certainty as to their level of
rebates and costs for trading in any
month where the Exchange experiences
such a system disruption on one or
more trading days. The Exchange is not
proposing to amend the thresholds
member organizations must achieve to
become eligible for, or the dollar value
associated with, the tiered rebates or
fees. By eliminating the inclusion of a
trading day on which a system
disruption occurs, the Exchange would
almost certainly be excluding a day that
would otherwise lower members’ and
member organizations’ trading volume,
thereby making it more likely for
member organizations to meet the
minimum or higher tier thresholds and
thus incentivizing member
organizations to increase their
participation on the Exchange in order
to meet the next highest tier.
The Exchange further believes that the
proposal is reasonable because the
proposed exclusion seeks to avoid
penalizing member organizations that
might otherwise qualify for certain
tiered pricing but that, because of a
significant Exchange system problem,
a scheduled early market close and on the last
Friday in June (the ‘‘Russell Reconstitution Day’’).
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(4) and (5).
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would not participate to the extent that
they might have otherwise participated.
The Exchange believes that certain
systems disruptions could preclude
some member organizations from
submitting orders to the Exchange even
if such issue is not actually a complete
systems outage.
Finally, the Exchange believes that
the proposal is equitable and not
unfairly discriminatory because the
methodology for the monthly
calculations would apply equally to all
member organizations and to all volume
tiers. The Exchange notes that, although
unlikely, there is some possibility that
a certain small proportion of member
organizations may have a higher ADV as
a percentage of average daily volume
with their activity included from days
where the Exchange experiences a
system disruption. The Exchange
believes that the proposal would still be
equitable and not unfairly
discriminatory given that the impacted
universe is potentially quite small and
that the proposal would benefit the
overwhelming majority of market
participants and would make the overall
cost of trading on the Exchange more
predictable for the membership as a
whole.
For the foregoing reasons, the
Exchange believes that the proposal is
consistent with the Act.
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,13 the Exchange believes that the
proposed rule change would not impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
The Exchange believes that, with
respect to monthly calculations for
rebates, there are very few instances
where the exclusion would be invoked,
and if invoked, would have little or no
impact on trading decisions or
execution quality. On the contrary, the
Exchange believes that the proposal
fosters competition by avoiding a
penalty to member organizations for
days when trading on the Exchange is
disrupted for a significant portion of the
day and would result in lower total
costs to end users, a positive outcome of
competitive markets. Further, other
options exchanges have adopted rules
that are substantially similar to the
change in ADV calculation being
proposed by the Exchange.14
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) 15 of the Act and
subparagraph (f)(2) of Rule 19b–4 16
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) 17 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:
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–2016–33 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–NYSEMKT–2016–33. 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/
13 15
U.S.C. 78s(b)(3)(A).
16 17 CFR 240.19b–4(f)(2).
17 15 U.S.C. 78s(b)(2)(B).
U.S.C. 78f(b)(8).
note 5, supra.
14 See
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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–
NYSEMKT–2016–33 and should be
submitted on or before April 11, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–06229 Filed 3–18–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77374; File No. SR–
NYSEARCA–2016–42]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending NYSE Arca
Equities Rule 7.33 To Conform the
Exchange’s Rules to Industry-Wide
Standards for Recording the Capacity
in Which an ETP Holder Executes a
Transaction
March 15, 2016.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on March 4,
2016, NYSE Arca, Inc. (the ‘‘Exchange’’
or ‘‘NYSE Arca’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
18 17
15 15
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15141
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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Agencies
[Federal Register Volume 81, Number 54 (Monday, March 21, 2016)]
[Notices]
[Pages 15139-15141]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-06229]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77371; File No. SR-NYSEMKT-2016-33]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed Change To Amend Its Price List
Effective March 1, 2016
March 15, 2016.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on March 1, 2016, NYSE MKT LLC (the ``Exchange'' or ``NYSE
MKT'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. 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\ 15 U.S.C. 78a.
\3\ 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 its Price List to exclude from its
average daily volume and certain other calculations any trading day on
which the Exchange is not open for the entire trading day and/or a
disruption affects an Exchange system that lasts for more than 60
minutes during regular trading hours. The Exchange proposes to
implement the fee change effective March 1, 2016. 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, on the
Commission's Web site at https://www.sec.gov, 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 Exchange proposes to amend its Price List to exclude from its
average daily volume (``ADV'') and certain other calculations any
trading day on which the Exchange is not open for the entire trading
day and/or a disruption affects an Exchange system that lasts for more
than 60 minutes during regular trading hours. The Exchange proposes to
implement the fee change effective March 1, 2016.
As provided in the Exchange's Price List, many of the Exchange's
transaction fees and credits are based on trading, quoting and
liquidity thresholds that member organizations, including
[[Page 15140]]
Designated Market Makers (``DMMs''), Supplemental Liquidity Providers
(``SLPs''), and Retail Liquidity Providers (``RLPs''), must satisfy in
order to qualify for the particular rates. The Exchange believes that
trading suspensions or disruptions can prevent member organizations,
including DMMs, SLPs and RLPs, from engaging in normal trading, quoting
and liquidity in their assigned securities, leading to decreased
quoting and trading volume compared to ADV. Accordingly, for purposes
of determining transaction fees and credits for these market
participants based on quoting and/or liquidity levels, ADV, and
consolidated ADV (``CADV''), the Exchange proposes to add text to
current footnote 1 to the Price List that would permit the Exchange to
exclude any trading day on which (1) the Exchange is not open for the
entire trading day and/or (2) a disruption affects an Exchange system
that lasts for more than 60 minutes during regular trading hours. The
Exchange's proposal is consistent with the rules of its options trading
facility \4\ and its affiliate NYSE Arca, Inc.\5\
---------------------------------------------------------------------------
\4\ See NYSE Amex Options Fee Schedule (``The Exchange may
exclude from its monthly calculations of contract volume any day
that (1) the Exchange is not open for the entire trading day and/or
(2) a disruption affects an Exchange system that lasts for more than
60 minutes during regular trading hours'').
\5\ See NYSE Arca Options Fees and Charges (``The Exchange may
exclude from the calculation of ADV contracts traded any day that
(1) the Exchange is not open for the entire trading day and/or (2) a
disruption affects an Exchange system that lasts for more than 60
minutes during regular trading hours (``Exchange System
Disruption'').
---------------------------------------------------------------------------
The proposed change would allow the Exchange to exclude days where
the Exchange declares a trading halt in all securities or honors a
market-wide trading halt declared by another market. The Exchange's
proposal would be similar to the current provision in the Price List
whereby, for purposes of DMM liquidity credits based on the CADV in all
Exchange-listed stocks in a current month, ADV calculations can exclude
early closing days.\6\ Generally, this applies to certain days before
or after a holiday observed by the Exchange.\7\ The Exchange's proposal
is consistent with the rules of other self-regulatory organizations.\8\
---------------------------------------------------------------------------
\6\ See footnote 4 in the Price List.
\7\ For example, the Exchange is closed on Thanksgiving Day and
closes early on the Friday immediately following Thanksgiving Day
(e.g., Friday, November 25, 2016).
\8\ See notes 6-7, supra; see also NASDAQ Stock Market LLC Rule
7018(j) (``For purposes of determining average daily volume and
total consolidated volume under this rule, any day that the market
is not open for the entire trading day will be excluded from such
calculation.''); International Securities Exchange, LLC Fee Schedule
(``For purposes of determining Priority Customer ADV, any day that
the regular order book is not open for the entire trading day or the
Exchange instructs members in writing to route their orders to other
markets may be excluded from such calculation; provided that the
Exchange will only remove the day for members that would have a
lower ADV with the day included.'').
---------------------------------------------------------------------------
The Exchange believes that artificially low volumes of trading on
days when the Exchange is not open for the entire trading day reduces
the average daily activity of member organizations both daily and
monthly. Given the decreased trading volumes, the numerator for the
monthly calculation (e.g., trading volume) would be correspondingly
lower, but the denominator for the threshold calculations (e.g., the
number of trading days) would not necessarily be decreased, and could
result in an unintended increase in the cost of trading on the
Exchange, a result that is unintended and undesirable to the Exchange
and its member organizations. The Exchange believes that the authority
to exclude days when the Exchange is not open for the entire trading
day would provide member organizations with greater certainty as to
their monthly costs and diminish the likelihood of an effective
increase in the cost of trading.\9\
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\9\ See, e.g., Securities Exchange Act Release No. 70657
(October 10, 2013), 78 FR 62899 (October 22, 2103) (SR-ISE-2013-51).
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Similarly, the Exchange proposes to modify its Price List to permit
the Exchange to exclude from the above calculations shares traded on a
trading day where a disruption affects an Exchange system that lasts
for more than 60 minutes during regular trading hours even if such
disruption would not be categorized as a complete outage of the
Exchange's system. Such a disruption may occur where a certain
securities traded on the Exchange are unavailable for trading due to an
Exchange system issue or where, while the Exchange may be able to
perform certain functions with respect to accepting and processing
orders, the Exchange may be experiencing a failure to another
significant process, such as routing to other market centers, that
would lead member organizations that rely on such process to avoid
utilizing the Exchange until the Exchange's entire system was
operational. Once again, the Exchange's proposal is consistent with the
rules of other self-regulatory organizations.\10\
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\10\ See notes 6-7, supra; see also BATS BZX Exchange Fee
Schedule (``The Exchange excludes from its calculation of ADAV and
ADV shares added or removed 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'').
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The Exchange is not proposing any changes to the level of rebates
currently being provided on the Exchange, or to the thresholds required
to achieve each rebate tier.
The proposed change is also not otherwise intended to address any
other issues, and the Exchange is not aware of any problems that member
organizations would have in complying with the proposed change.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\11\ in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5) of the Act,\12\ 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.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that it is reasonable to permit the Exchange
to eliminate from the calculation days on which the market is not open
the entire trading day because it preserves the Exchange's intent
behind adopting volume-based pricing. Similarly, the Exchange believes
that its proposal is reasonable because it will help provide member
organizations with a greater level of certainty as to their level of
rebates and costs for trading in any month where the Exchange
experiences such a system disruption on one or more trading days. The
Exchange is not proposing to amend the thresholds member organizations
must achieve to become eligible for, or the dollar value associated
with, the tiered rebates or fees. By eliminating the inclusion of a
trading day on which a system disruption occurs, the Exchange would
almost certainly be excluding a day that would otherwise lower members'
and member organizations' trading volume, thereby making it more likely
for member organizations to meet the minimum or higher tier thresholds
and thus incentivizing member organizations to increase their
participation on the Exchange in order to meet the next highest tier.
The Exchange further believes that the proposal is reasonable
because the proposed exclusion seeks to avoid penalizing member
organizations that might otherwise qualify for certain tiered pricing
but that, because of a significant Exchange system problem,
[[Page 15141]]
would not participate to the extent that they might have otherwise
participated. The Exchange believes that certain systems disruptions
could preclude some member organizations from submitting orders to the
Exchange even if such issue is not actually a complete systems outage.
Finally, the Exchange believes that the proposal is equitable and
not unfairly discriminatory because the methodology for the monthly
calculations would apply equally to all member organizations and to all
volume tiers. The Exchange notes that, although unlikely, there is some
possibility that a certain small proportion of member organizations may
have a higher ADV as a percentage of average daily volume with their
activity included from days where the Exchange experiences a system
disruption. The Exchange believes that the proposal would still be
equitable and not unfairly discriminatory given that the impacted
universe is potentially quite small and that the proposal would benefit
the overwhelming majority of market participants and would make the
overall cost of trading on the Exchange more predictable for the
membership as a whole.
For the foregoing 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,\13\ the Exchange
believes that the proposed rule change would not impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act.
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\13\ 15 U.S.C. 78f(b)(8).
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The Exchange believes that, with respect to monthly calculations
for rebates, there are very few instances where the exclusion would be
invoked, and if invoked, would have little or no impact on trading
decisions or execution quality. On the contrary, the Exchange believes
that the proposal fosters competition by avoiding a penalty to member
organizations for days when trading on the Exchange is disrupted for a
significant portion of the day and would result in lower total costs to
end users, a positive outcome of competitive markets. Further, other
options exchanges have adopted rules that are substantially similar to
the change in ADV calculation being proposed by the Exchange.\14\
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\14\ See note 5, supra.
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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) \15\ of the Act and subparagraph (f)(2) of Rule
19b-4 \16\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 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) \17\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\17\ 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-2016-33 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-NYSEMKT-2016-33. 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-NYSEMKT-2016-33 and should
be submitted on or before April 11, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-06229 Filed 3-18-16; 8:45 am]
BILLING CODE 8011-01-P