Self-Regulatory Organizations; Bats EDGX Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Related to Fees, 25462-25464 [2016-09899]
Download as PDF
25462
Federal Register / Vol. 81, No. 82 / Thursday, April 28, 2016 / Notices
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
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–
2016–17, and should be submitted on or
before May 19, 2016.
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 EDGX Rules
15.1(a) and (c) (‘‘Fee Schedule’’) to
amend the Investor Depth Tier under
footnote 1.
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.
[Release No. 34–77691; File No. SR–
BatsEDGX–2016–11]
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.
Self-Regulatory Organizations; Bats
EDGX Exchange, Inc.; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change Related to Fees
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Brent J. Fields,
Secretary.
[FR Doc. 2016–09901 Filed 4–27–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
mstockstill on DSK3G9T082PROD with NOTICES
April 22, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 11,
2016, Bats EDGX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGX’’) 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
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
1 15
VerDate Sep<11>2014
22:09 Apr 27, 2016
Jkt 238001
1. Purpose
The Exchange determines the
liquidity adding rebate that it will
provide to Members using the
Exchange’s tiered pricing structure.
Under such pricing structure, a Member
will receive a rebate of anywhere
between $0.0025 and $0.0034 per share
executed, depending on the volume tier
for which such Member qualifies. In
January 2014, the Exchange adopted the
Investor Depth Tier under footnote 1 of
the Fee Schedule.6 Members who
qualify for the Investor Depth Tier
receive a rebate of $0.0033 per share
where they: (i) Add an ADV 7 of at least
0.15% of the TCV; 8 (ii) have an ‘‘added
5 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer that has been admitted
to membership in the Exchange.’’ See Exchange
Rule 1.5(n).
6 See Securities Exchange Act Release No. 76816
(January 4, 2016, 81 FR 987 (January 8, 2016) (SR–
EDGX–2015–67).
7 As defined in the Exchange’s Fee Schedule
available at https://batstrading.com/support/fee_
schedule/edgx/.
8 Id.
PO 00000
Frm 00094
Fmt 4703
Sfmt 4703
liquidity’’ as a percentage of ‘‘added
plus removed liquidity’’ of at least 85%;
and (3) add an ADV of at least 500,000
share as Non-displayed 9 orders that
yield fee code HA.10
The Exchange now proposes to amend
the Investor Depth Tier to: (i) Decrease
the Member’s added ADV threshold in
Non-Displayed orders from 500,000
shares to 400,000 shares; and (ii) permit
a Member’s added ADV to include NonDisplayed orders that yield fee codes HI
and/or MM, in addition to fee code HA.
Fee code HI is appended to NonDisplayed orders that receive price
improvement and add liquidity, and fee
code MM is appended to Non-Displayed
orders that add liquidity using MidPoint
Peg Orders.11 Lowering the Member’s
ADV threshold would encourage
Members who cannot meet the tier’s
current criteria to increase their volume
on the Exchange in order to achieve the
lower threshold. Also, permitting NonDisplayed orders that yield fee codes HI
and/or MM, in addition to fee code HA,
to be included as part of the Member’s
ADV would enable Members that utilize
other types of Non-Displayed orders to
be included as part of the Members
added ADV for purposes to satisfying
the Investor Depth Tier. In addition,
lowering the ADV threshold, combined
with the additional fee codes, necessary
to achieve the tier should encourage
Members to add displayed liquidity, as
only the displayed liquidity in this tier
is awarded the enhanced rebate. The
remainder of the criteria required to
meet the tier as well as the rate offered
by the tier would remain unchanged.
The Exchange proposes to implement
this amendment to its Fee Schedule
immediately.12
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the Act,13
in general, and furthers the objectives of
Section 6(b)(4),14 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
9 See Exchange Rule 11.6(e)(2) for the definition
of Non-Displayed.
10 Fee code HA is appended to Non-displayed
orders that add liquidity on the Exchange. See the
Exchange’s Fee Schedule available at https://
batstrading.com/support/fee_schedule/edgx/.
11 See Exchange Rule 11.8(d) for a description of
MidPoint Peg orders.
12 The Exchange initially filed the proposed
change on April 1, 2016 (SR–BatsEDGX–2016–06).
On April 11, 2016, the Exchange withdrew SR–
BatsEDGX–2016–06 and submitted this filing).
13 15 U.S.C. 78f.
14 15 U.S.C. 78f(b)(4).
E:\FR\FM\28APN1.SGM
28APN1
mstockstill on DSK3G9T082PROD with NOTICES
Federal Register / Vol. 81, No. 82 / Thursday, April 28, 2016 / Notices
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 changes
reflect a competitive pricing structure
designed to incent market participants
to direct their order flow to the
Exchange. The Exchange believes that
the proposed amendments to the
Investor Depth Tier are equitable and
non-discriminatory in they would apply
uniformly to all Members. The
Exchange believes the rate remains
competitive with those charged by other
venues and, therefore, reasonable and
equitably allocated to Members.
Volume-based rebates such as that
proposed herein have been widely
adopted by equities exchanges and are
equitable because they are open to all
Members on an equal basis and provide
additional benefits or discounts that are
reasonably related to: (i) The value to an
exchange’s market quality; (ii)
associated higher levels of market
activity, such as higher levels of
liquidity provision and/or growth
patterns; and (iii) introduction of higher
volumes of orders into the price and
volume discovery processes. The
Exchange believes that the proposal is a
reasonable, fair and equitable, and not
unfairly discriminatory allocation of
fees and rebates because it will provide
Members with an additional incentive
to reach certain thresholds on the
Exchange.
In particular, the Exchange believes
the amendments to the Investor Depth
Tier are a reasonable means to
encourage Members to increase their
liquidity on the Exchange. The
Exchange further believes that the
amendments to the Investor Depth Tier
represent an equitable allocation of
reasonable dues, fees, and other charges
because the thresholds necessary to
achieve the tier continue to encourage
Members to add displayed liquidity to
the EDGX Book 15 each month, as only
the displayed liquidity in this tier is
awarded the rebate of $0.0033 per share.
The amendments to the Investor Depth
Tier also continue to recognizes the
contribution that non-displayed
liquidity provides to the marketplace,
including: (i) Adding needed depth to
the EDGX market; (ii) providing price
support/depth of liquidity; and (iii)
increasing diversity of liquidity to
EDGX. Including Non-Displayed orders
that yield fee codes HI and/or MM, in
addition to fee code HA, would enable
Members that utilize other types of NonDisplayed orders to be included as part
15 The EDGX Book is the System’s electronic file
of orders. See Exchange Rule 1.5(d).
VerDate Sep<11>2014
22:09 Apr 27, 2016
Jkt 238001
of the Member’s added ADV for
purposes to satisfying the Investor
Depth Tier. In addition, fee code MM
and HI are both yielded on NonDisplayed orders that add liquidity—fee
code MM for MidPoint Peg Orders and
fee code HI for Non-Displayed orders
that receive price improvement. The
Exchange believes that Members
utilizing Non-Displayed orders that add
liquidity to the EDGX Book provide
increased opportunities for Members to
receive the benefit of price
improvement, and the addition of fee
codes HI and MM is a reasonable means
by which to encourage the use of such
orders. Combined with the addition of
fee codes HI and MM, lowering the ADV
threshold necessary to achieve the tier
should encourage Members to add
displayed liquidity, as only the
displayed liquidity in this tier is
awarded the enhanced rebate. The
increased liquidity benefits all investors
by deepening EDGX’s liquidity pool,
offering additional flexibility for all
investors to enjoy cost savings,
supporting the quality of price
discovery, promoting market
transparency and improving investor
protection.
The Exchange also notes that the
criteria and rebate under the Investor
Depth Tier continues to be equitable
and reasonable as compared to other
tiers offered by the Exchange. For
example, under the Investor Tier
Members may receive a rebate of
$0.0032 per share where they (i) add an
ADV of at least 0.15% of the TCV; and
(ii) have an ‘‘added liquidity’’ as a
percentage of ‘‘added plus removed
liquidity’’ of at least 85%. These
thresholds mirror the first two
thresholds required to meet the Investor
Depth Tier. However, in order to
achieve the higher rebate of $0.0033 per
share provided by the amended Investor
Depth Tier, Members must also add an
ADV of at least 400,000 share as Nondisplayed orders that yield fee codes
HA, HI, and/or MM. Therefore, the
Exchange believes the Investor Depth
Tier continues to be consistent with
Section 6(b)(4) 16 of the Act as the more
stringent criteria correlates with the
tier’s higher rebate.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe its
proposed amendment 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
impair the ability of Members or
competing venues to maintain their
competitive standing in the financial
markets.
The Exchange does not believe that
the amended tier would burden
competition, but instead, enhances
competition, as it is intended to increase
the competitiveness of and draw
additional volume to the Exchange. As
stated above, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily direct order flow to competing
venues if they deem fee structures to be
unreasonable or excessive. The
proposed change is generally intended
to draw additional liquidity to the
Exchange. The Exchange does not
believe the amended tier would burden
intramarket competition as it would
apply to all Members uniformly.
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 17 and paragraph (f) of Rule
19b–4 thereunder.18 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.
17 15
16 15
PO 00000
U.S.C. 78f(b)(4).
Frm 00095
Fmt 4703
18 17
Sfmt 4703
25463
E:\FR\FM\28APN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
28APN1
25464
Federal Register / Vol. 81, No. 82 / Thursday, April 28, 2016 / Notices
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
Exchange, and at the Commission’s
Public Reference Room.
Electronic Comments
[Release No. 34–77495; File No. SR–
NASDAQ–2016–046]
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.
• 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–
BatsEDGX–2016–11 on the subject line.
April 1, 2016.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street Ne.,
Washington, DC 20549–1090.
mstockstill on DSK3G9T082PROD with NOTICES
All submissions should refer to File
Number SR–BatsEDGX–2016–11. 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–
BatsEDGX–2016–11, and should be
submitted on or before May 19, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Brent J. Fields,
Secretary.
[FR Doc. 2016–09899 Filed 4–27–16; 8:45 am]
BILLING CODE 8011–01–P
19 17
22:09 Apr 27, 2016
Correction
In notice document 2016–07937
beginning on page 20426 in the issue of
Thursday, April 7, 2016, make the
following correction:
1. On page 20428, in the second
column, in the 27th line, ‘‘April 27,
2016’’ should read ‘‘April 28, 2016.’’
[FR Doc. C1–2016–07937 Filed 4–27–16; 8:45 am]
BILLING CODE 1505–01–D
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77687; File No. SR–Phlx–
2016–48]
Self-Regulatory Organizations;
NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Regarding Rule
606
April 22, 2016.
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 April 7,
2016, NASDAQ PHLX LLC (‘‘Phlx’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
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 is filing with the
Commission a proposal to amend Rule
606 (Communications and Equipment).
The proposed amendment is described
further below.3
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqomxphlx.cchwall
street.com/, at the principal office of the
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 References to rules are, unless otherwise stated,
to the rules of the Exchange.
2 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
Fees Under Rules 7015(b) and (g)
Jkt 238001
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Rule 606 to: (1) Add language that
would allow the Exchange to limit the
use of a communication device under
certain circumstances; (2) Clarify the
process for changing registration of user,
and delete obsolete language regarding
wattage and add language regarding
Web-based and open microphone
(‘‘open mic’’) 4 communication
applications; (3) Clarify [sic] language
regarding call forwarding and open mic;
(4) Delete obsolete language regarding
stock execution clerks and in-house
phone use; and (5) Add [sic] language
regarding records.
Rule 606, which applies to the use of
electronic communication devices on
the options floor of the Exchange
(‘‘Options Floor’’), has been around for
more than fifty years,5 at which time
Exchange options trading was strictly
on-floor open outcry through specialists.
Exchange options trading has, since that
time, developed into a robust hybrid
4 Open mic allows listeners other than the
intended party on the other end of a line (e.g.,
telephone) to listen to the conversation.
5 Since the inception of Rule 606 in 1964, the rule
was amended about ten times, with the last
substantive amendment in 2002. See Securities
Exchange Act Release No. 49098 (February 13,
2002), 67 FR 8053 (February 21, 2002) (SR–Phlx–
2001–109) (notice of filing and immediate
effectiveness regarding tethered communication
devices). See also Securities Exchange Act Release
Nos. 49098 (January 16, 2004), 69 FR 3974 (January
27, 2004) (SR–Phlx–2003–73) (approval order);
54538 (September 28, 2006), 71 FR 59184 (October
6, 2006) (SR–Phlx–2006–43) (approval order);
59924 (May 14, 2009), 74 FR 23759 (May 20, 2009)
(Phlx–2009–23) (approval order); and 64338 (April
25, 2011), 76 FR 24069 (April 29, 2011) (SR–Phlx–
2011–13) (approval order) (these last four proposals
made non-substantive technical or conforming
changes to Rule 606).
E:\FR\FM\28APN1.SGM
28APN1
Agencies
[Federal Register Volume 81, Number 82 (Thursday, April 28, 2016)]
[Notices]
[Pages 25462-25464]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-09899]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77691; File No. SR-BatsEDGX-2016-11]
Self-Regulatory Organizations; Bats EDGX Exchange, Inc.; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change Related
to Fees
April 22, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on April 11, 2016, Bats EDGX Exchange, Inc. (the ``Exchange'' or
``EDGX'') 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 EDGX Rules
15.1(a) and (c) (``Fee Schedule'') to amend the Investor Depth Tier
under footnote 1.
---------------------------------------------------------------------------
\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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange determines the liquidity adding rebate that it will
provide to Members using the Exchange's tiered pricing structure. Under
such pricing structure, a Member will receive a rebate of anywhere
between $0.0025 and $0.0034 per share executed, depending on the volume
tier for which such Member qualifies. In January 2014, the Exchange
adopted the Investor Depth Tier under footnote 1 of the Fee
Schedule.\6\ Members who qualify for the Investor Depth Tier receive a
rebate of $0.0033 per share where they: (i) Add an ADV \7\ of at least
0.15% of the TCV; \8\ (ii) have an ``added liquidity'' as a percentage
of ``added plus removed liquidity'' of at least 85%; and (3) add an ADV
of at least 500,000 share as Non-displayed \9\ orders that yield fee
code HA.\10\
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 76816 (January 4,
2016, 81 FR 987 (January 8, 2016) (SR-EDGX-2015-67).
\7\ As defined in the Exchange's Fee Schedule available at
https://batstrading.com/support/fee_schedule/edgx/.
\8\ Id.
\9\ See Exchange Rule 11.6(e)(2) for the definition of Non-
Displayed.
\10\ Fee code HA is appended to Non-displayed orders that add
liquidity on the Exchange. See the Exchange's Fee Schedule available
at https://batstrading.com/support/fee_schedule/edgx/.
---------------------------------------------------------------------------
The Exchange now proposes to amend the Investor Depth Tier to: (i)
Decrease the Member's added ADV threshold in Non-Displayed orders from
500,000 shares to 400,000 shares; and (ii) permit a Member's added ADV
to include Non-Displayed orders that yield fee codes HI and/or MM, in
addition to fee code HA. Fee code HI is appended to Non-Displayed
orders that receive price improvement and add liquidity, and fee code
MM is appended to Non-Displayed orders that add liquidity using
MidPoint Peg Orders.\11\ Lowering the Member's ADV threshold would
encourage Members who cannot meet the tier's current criteria to
increase their volume on the Exchange in order to achieve the lower
threshold. Also, permitting Non-Displayed orders that yield fee codes
HI and/or MM, in addition to fee code HA, to be included as part of the
Member's ADV would enable Members that utilize other types of Non-
Displayed orders to be included as part of the Members added ADV for
purposes to satisfying the Investor Depth Tier. In addition, lowering
the ADV threshold, combined with the additional fee codes, necessary to
achieve the tier should encourage Members to add displayed liquidity,
as only the displayed liquidity in this tier is awarded the enhanced
rebate. The remainder of the criteria required to meet the tier as well
as the rate offered by the tier would remain unchanged.
---------------------------------------------------------------------------
\11\ See Exchange Rule 11.8(d) for a description of MidPoint Peg
orders.
---------------------------------------------------------------------------
The Exchange proposes to implement this amendment to its Fee
Schedule immediately.\12\
---------------------------------------------------------------------------
\12\ The Exchange initially filed the proposed change on April
1, 2016 (SR-BatsEDGX-2016-06). On April 11, 2016, the Exchange
withdrew SR-BatsEDGX-2016-06 and submitted this filing).
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6 of the Act,\13\ in general, and
furthers the objectives of Section 6(b)(4),\14\ 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
[[Page 25463]]
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 changes reflect a
competitive pricing structure designed to incent market participants to
direct their order flow to the Exchange. The Exchange believes that the
proposed amendments to the Investor Depth Tier are equitable and non-
discriminatory in they would apply uniformly to all Members. The
Exchange believes the rate remains competitive with those charged by
other venues and, therefore, reasonable and equitably allocated to
Members.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78f.
\14\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
Volume-based rebates such as that proposed herein have been widely
adopted by equities exchanges and are equitable because they are open
to all Members on an equal basis and provide additional benefits or
discounts that are reasonably related to: (i) The value to an
exchange's market quality; (ii) associated higher levels of market
activity, such as higher levels of liquidity provision and/or growth
patterns; and (iii) introduction of higher volumes of orders into the
price and volume discovery processes. The Exchange believes that the
proposal is a reasonable, fair and equitable, and not unfairly
discriminatory allocation of fees and rebates because it will provide
Members with an additional incentive to reach certain thresholds on the
Exchange.
In particular, the Exchange believes the amendments to the Investor
Depth Tier are a reasonable means to encourage Members to increase
their liquidity on the Exchange. The Exchange further believes that the
amendments to the Investor Depth Tier represent an equitable allocation
of reasonable dues, fees, and other charges because the thresholds
necessary to achieve the tier continue to encourage Members to add
displayed liquidity to the EDGX Book \15\ each month, as only the
displayed liquidity in this tier is awarded the rebate of $0.0033 per
share. The amendments to the Investor Depth Tier also continue to
recognizes the contribution that non-displayed liquidity provides to
the marketplace, including: (i) Adding needed depth to the EDGX market;
(ii) providing price support/depth of liquidity; and (iii) increasing
diversity of liquidity to EDGX. Including Non-Displayed orders that
yield fee codes HI and/or MM, in addition to fee code HA, would enable
Members that utilize other types of Non-Displayed orders to be included
as part of the Member's added ADV for purposes to satisfying the
Investor Depth Tier. In addition, fee code MM and HI are both yielded
on Non-Displayed orders that add liquidity--fee code MM for MidPoint
Peg Orders and fee code HI for Non-Displayed orders that receive price
improvement. The Exchange believes that Members utilizing Non-Displayed
orders that add liquidity to the EDGX Book provide increased
opportunities for Members to receive the benefit of price improvement,
and the addition of fee codes HI and MM is a reasonable means by which
to encourage the use of such orders. Combined with the addition of fee
codes HI and MM, lowering the ADV threshold necessary to achieve the
tier should encourage Members to add displayed liquidity, as only the
displayed liquidity in this tier is awarded the enhanced rebate. The
increased liquidity benefits all investors by deepening EDGX's
liquidity pool, offering additional flexibility for all investors to
enjoy cost savings, supporting the quality of price discovery,
promoting market transparency and improving investor protection.
---------------------------------------------------------------------------
\15\ The EDGX Book is the System's electronic file of orders.
See Exchange Rule 1.5(d).
---------------------------------------------------------------------------
The Exchange also notes that the criteria and rebate under the
Investor Depth Tier continues to be equitable and reasonable as
compared to other tiers offered by the Exchange. For example, under the
Investor Tier Members may receive a rebate of $0.0032 per share where
they (i) add an ADV of at least 0.15% of the TCV; and (ii) have an
``added liquidity'' as a percentage of ``added plus removed liquidity''
of at least 85%. These thresholds mirror the first two thresholds
required to meet the Investor Depth Tier. However, in order to achieve
the higher rebate of $0.0033 per share provided by the amended Investor
Depth Tier, Members must also add an ADV of at least 400,000 share as
Non-displayed orders that yield fee codes HA, HI, and/or MM. Therefore,
the Exchange believes the Investor Depth Tier continues to be
consistent with Section 6(b)(4) \16\ of the Act as the more stringent
criteria correlates with the tier's higher rebate.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe its proposed amendment 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 impair the ability of Members or competing venues
to maintain their competitive standing in the financial markets.
The Exchange does not believe that the amended tier would burden
competition, but instead, enhances competition, as it is intended to
increase the competitiveness of and draw additional volume to the
Exchange. As stated above, the Exchange notes that it operates in a
highly competitive market in which market participants can readily
direct order flow to competing venues if they deem fee structures to be
unreasonable or excessive. The proposed change is generally intended to
draw additional liquidity to the Exchange. The Exchange does not
believe the amended tier would burden intramarket competition as it
would apply to all Members uniformly.
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 \17\ and paragraph (f) of Rule 19b-4
thereunder.\18\ 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.
---------------------------------------------------------------------------
\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 17 CFR 240.19b-4(f).
---------------------------------------------------------------------------
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.
[[Page 25464]]
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-BatsEDGX-2016-11 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-BatsEDGX-2016-11. 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-BatsEDGX-2016-11, and should
be submitted on or before May 19, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
---------------------------------------------------------------------------
\19\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Brent J. Fields,
Secretary.
[FR Doc. 2016-09899 Filed 4-27-16; 8:45 am]
BILLING CODE 8011-01-P