Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Options Fee Schedule, 33716-33718 [2016-12512]
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33716
Federal Register / Vol. 81, No. 103 / Friday, May 27, 2016 / Notices
are available at www.prc.gov, Docket
Nos. MC2016–140, CP2016–177.
of the most significant parts of such
statements.
Stanley F. Mires,
Attorney, Federal Compliance.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2016–12533 Filed 5–26–16; 8:45 am]
BILLING CODE 7710–12–P
1. Purpose
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77885; File No. SR–
NYSEArca–2016–75]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Options Fee Schedule
May 23, 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 May 17,
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, 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 the
NYSE Arca Options Fee Schedule (‘‘Fee
Schedule’’). The Exchange proposes to
implement the fee change effective May
17, 2016. The proposed rule change is
available on the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
sradovich on DSK3TPTVN1PROD with NOTICES
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,
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
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The purpose of this filing is to
restructure the Lead Market Maker
(‘‘LMM’’) Rights Fees (‘‘Rights Fee’’) and
to provide new opportunities for LMMs
to achieve a discounted Rights Fee
based on volume executed on the
Exchange. The Exchange proposes to
implement the fee change effective May
17, 2016.
Currently, the Exchange charges a
Rights Fee on each issue in an LMM’s
allocation, with rates based on the
Average National Daily Customer
Contracts (‘‘CADV’’). The monthly
Rights Fee ranges from $45 per month
to $1,500 per month. With one
exception, under the current Fee
Schedule the more active an issue, the
higher the Rights Fee. The one
exception to this general rule is that the
Exchange currently charges a higher rate
for the lowest-volume issues (i.e., less
than 101 CADV) to balance the
Exchange’s revenue with the cost of
listing and maintaining these lowvolume issues.
The Exchange proposes to restructure
the LMM Rights Fee to be more aligned
with the economic benefit of being the
LMM in a given issue, based on trading
activity in an issue. The Exchange
proposes that some rates would
decrease (for lower-volume issues) and
others would increase (for highervolume issues). Using the same CADV
levels currently in place, the Exchange
proposes to modify the Rights Fee as
follows:
LMM RIGHTS FEE
Average national
daily customer
contracts
0–100 ....................
101–1,000 .............
1,001–2,000 ..........
2,001–5,000 ..........
5,001–15,000 ........
15,001–100,000 ....
100,000+ ...............
Current
fee
$125
45
75
200
375
750
1,500
Proposed
fee
$25
35
75
200
750
1,500
3,000
As shown in the chart above, the
Exchange proposes to significantly
decrease the Rights Fee for the lowestvolume issues (i.e., between 0–100
contracts) to better account for the costs
to each LMM, irrespective of costs and
revenue to the Exchange associated with
PO 00000
Frm 00063
Fmt 4703
Sfmt 4703
listing an issue.4 The Exchange also
proposes to slightly decrease the Rights
Fee for option issues trading between
101–1,000 CADV to similarly align with
the cost to the Exchange associated with
such issues. The Exchange believes the
proposed reduction in the Rights Fee for
issues trading under 1,001CADV [sic]
would create an incentive for LMMs to
request appointments in these lowervolume issues, which may result in
increased liquidity to the benefit of
market participants. In addition, the
Exchange proposes to increase the
Rights Fees associated with the three
most active CADV categories of issues to
better reflect the economic benefits of
being an LMM in more actively-traded
issues (i.e., option issues trading more
than 5,000 CADV). The Exchange
believes the proposed modifications to
the Rights Fee are appropriate as an
LMM would have an opportunity to
interact with fewer than 101 contracts
per day to cover the proposed $25 per
month Rights Fee and would have the
opportunity to interact with more than
100,000 contracts per day to cover the
proposed $3,000 per month Rights Fee.
To potentially offset the proposed
increase in Rights Fees for the most
actively traded issues, the Exchange also
proposes to adopt two additional
discounts to the Rights Fee for the three
most active CADV categories of issues.
Specifically, the proposed discounts
would be available to LMMs with issues
in their appointment with a CADV
above 5,000 and would be based on the
amount of monthly (i) total electronic
volume and/or (ii) total posted volume
executed by an LMM in the Market
Maker range relative to other Marker
[sic] Makers appointed in that issue.5
The Exchange notes that there is only
one LMM per issue, and only LMMs are
subject to the Rights Fee. Under the
proposal, each month the LMM in an
issue would be ranked against nonLMM Market Makers that quote and
trade in that LMM’s issue. For each
issue, each month, if the LMM achieves
the highest total electronic volume
amongst all Market Makers, the LMM
would receive a 50% discount to its
Rights Fee. In addition, as proposed, for
each issue, each month, if the LMM
achieves the second highest total
electronic volume amongst all Market
4 In line with the proposed changes to the Rights
Fee for the lowest-volume issues, the Exchange also
proposes to delete from the Fee Schedule language
regarding when the issues were listed and whether
certain issues are ‘‘grandfathered’’ such that the
LMM Rights Fee for the next highest tier applies,
in addition to the related asterisk appearing after
the 0–100 CADV level.
5 Total posted volume executed by an LMM refers
to the total volume executed from posted liquidity.
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Makers, the LMM would receive a 25%
discount to its Rights Fee. The Exchange
believes the proposed discounts would
incentivize an LMM to compete against
non-LMMs in that issue to more
aggressively quote in order to reduce the
LMM’s Rights Fee.
Similarly, for each issue, each month,
if the LMM that [sic] achieves the
highest total posted volume amongst all
Market Makers, the LMM would receive
a 50% discount to [sic] Rights Fee. And,
for each issue, each month, if the LMM
achieves the second highest posted
volume amongst all Market Makers, the
LMM would receive a 25% discount to
[sic] Rights Fee. Again, the Exchange
believes the proposed discounts would
incentivize [sic] to compete against nonLMM Market Makers to reduce its own
Rights Fee. For example, if one or more
non-LMM Market Makers were ranked
first and second in (i) total electronic
volume and (ii) total posted volume, the
LMM would not receive a discount to its
Rights Fee. However, when the LMM
achieves one or both of the top volume
rankings, the LMM would be eligible for
a reduction.
The Exchange notes that the proposed
discounts would be cumulative and the
same LMM would be eligible to achieve
the discount for each monthly volume
category. For example, if in a given
month an LMM ranked 1st in Total
Electronic Volume in the issue and also
ranked 2nd in Total Posting Volume in
the issue, that LMM would achieve a
combined 75% discount in that issue.
The Exchange believes that the
proposed discounts may incent LMMs
that already transact a significant
amount of business on the Exchange to
quote and trade competitively in their
issues to achieve the highest (or second
highest) monthly ranking in total
electronic volume and total posted
volume. The Exchange also believes the
proposed changes may generate interest
in LMMs to apply for new issue
allocations, which would increase not
only an LMM’s volume, but would
encourage liquidity on the Exchange to
the benefit of all market participants.
The Exchange currently provides a
50% discount to an LMM’s aggregate
Rights Fees across all issues. This 50%
discount is applied to an LMM that
trades at least 50,000 contracts CADV, of
which 10,000 such contracts are in its
LMM appointment (the ‘‘Existing LMM
Discount’’), which discount is not being
altered by this proposal.6 The Exchange
would first determine whether an LMM
6 See Fee Schedule, Endnote 2, available here,
https://www.nyse.com/publicdocs/nyse/markets/
arca-options/NYSE_Arca_Options_Fee_
Schedule.pdf. The Exchange is not making any
changes to this discount.
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18:00 May 26, 2016
Jkt 238001
qualified for the proposed per issue
discounts and would apply any such
discounts. Next, the Exchange would
determine whether the LMM had
qualified for the Existing LMM
Discount. The 50% discount under the
Existing LMM Discount would be
applied only after any discount under
the proposal is applied. Consider, for
example, that an LMM has 10 issues in
its allocation each of which are subject
to a $500 per month Rights Fee (totaling
$5,000). If the LMM achieved the
proposed 50% discount for posted
volume in two issues in its allocation,
the LMM’s Rights Fee for these issues
would be reduced by $250 (reducing the
LMM’s overall Rights Fee to $4,500). If
the LMM also qualified for the Existing
LMM Discount, the Exchange would
reduce the total Rights Fee of $4,500 by
50% to $2,250.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
section 6(b) of the Act,7 in general, and
furthers the objectives of sections 6(b)(4)
and (5) of the Act,8 in particular,
because it provides for the equitable
allocation of reasonable dues, fees, and
other charges among its members,
issuers and other persons using its
facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes that the
proposed modifications to the LMM
Rights Fees are reasonable, equitable
and not unfairly discriminatory as the
proposed Rights Fees are more closely
aligned with the economic benefit of
being LMM in a given issues. For
example, an LMM would have an
opportunity to interact with fewer than
101 contracts per day to cover the
proposed $25 per month Rights Fee and
would have the opportunity to interact
with more than 100,000 contracts per
day to cover the proposed $3,000 per
month Rights Fee. The Exchange also
believes that proposed Rights Fees are
not unfairly discriminatory because they
apply solely to LMMs (non-LMMs are
not subject to this Fee) and LMMs
trading issues with similar activity
levels would be subject to the same
Rights Fees. Moreover, the Exchange
notes that an LMM can opt to relinquish
any issue in its allocation to reduce its
Rights Fee, so the proposed Rights Fees
are completely voluntary.
The Exchange also believes the
proposed discounts on the Rights Fees
available to LMMs with issues in their
appointment with a CADV of 5,001 or
7 15
8 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
Frm 00064
Fmt 4703
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33717
above are reasonable, equitable and not
unfairly discriminatory for a number of
reasons. First, all LMMs trading issues
with similar activity levels would be
eligible to achieve the discount (e.g.,
those LMMs trading issues with a CADV
of 5,001 or above). The Exchange notes
that there is only one LMM per issue,
and only LMMs are subject to the Rights
Fee. Under the proposal, each month
the LMM in an issue would be ranked
against non-LMM Market Makers that
quote and trade in that LMM’s issue.
Because the non-LMM Market Makers
are not subject to the Rights Fee, the
proposed discount would not
disadvantage Market Makers. Instead,
the proposed volume-based discounts
would operate to incentivize each LMM
to achieve first or second ranking in
monthly volume for each issue, relative
to non-LMM Market Makers to reduce
its own Rights Fee. In addition, such
discounts would reduce the overhead
costs of LMM firms that are most
actively trading in the issues, which
reduced costs would enhance the ability
of LMMs to provide liquidity to the
benefit of all market participants.
Finally, the Exchange is subject to
significant competitive forces, as
described below in the Exchange’s
statement regarding the burden on
competition.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with section 6(b)(8) of
the Act,9 the Exchange does not believe
that the proposed rule change would
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
The Exchange believes that the
proposed modifications on the LMM
Rights Fees would not impose an unfair
burden on competition because the
proposed Rights Fees would more
closely align with the economic benefit
of being LMM in a given issue. Because
the non-LMM Market Makers are not
subject to the Rights Fee, the proposed
discount would not disadvantage
Market Makers. Instead, the proposed
volume-based discounts would operate
to incentivize each LMM to achieve first
or second ranking in monthly volume
for each issue, relative to non-LMM
Market Makers to reduce its own Rights
Fee. The Exchange believes that the
proposed discounts would encourage
LMMs to quote and trade competitively
in their issues and would reduce the
burden on competition among LMMs in
9 15
U.S.C. 78f(b)(8).
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Federal Register / Vol. 81, No. 103 / Friday, May 27, 2016 / Notices
the most actively-traded issues because
LMMs that achieve the discounts would
have reduced overhead.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily favor
competing venues. In such an
environment, the Exchange must
continually review, and consider
adjusting, its fees and credits to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change reflects this competitive
environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to section
19(b)(3)(A) 10 of the Act and
subparagraph (f)(2) of Rule 19b–4 11
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) 12 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
sradovich on DSK3TPTVN1PROD with NOTICES
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:
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–NYSEArca–2016–75. 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–
NYSEArca–2016–75 and should be
submitted on or before June 17, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–12512 Filed 5–26–16; 8:45 am]
BILLING CODE 8011–01–P
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–
NYSEArca–2016–75 on the subject line.
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
12 15 U.S.C. 78s(b)(2)(B).
13 17
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Self-Regulatory Organizations; Bats
BZX Exchange, Inc.; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change Related to Fees
as They Apply to the Equity Options
Platform
May 23, 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 May 16,
2016, Bats BZX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BZX’’) 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
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend the fee schedule applicable to
Members 3 and non-members of the
Exchange pursuant to BZX Rules 15.1(a)
and (c). Changes to the fee schedule
pursuant to this proposal are effective
upon filing.
The text of the proposed rule change
is available at the Exchange’s Web site
at www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant parts of such
statements.
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 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).
2 17
11 17
18:00 May 26, 2016
[Release No. 34–77884; File No. SR–
BatsBZX–2016–17]
1 15
10 15
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COMMISSION
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CFR 200.30–3(a)(12).
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Agencies
[Federal Register Volume 81, Number 103 (Friday, May 27, 2016)]
[Notices]
[Pages 33716-33718]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-12512]
=======================================================================
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77885; File No. SR-NYSEArca-2016-75]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Options Fee Schedule
May 23, 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 May 17, 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, 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 the NYSE Arca Options Fee Schedule
(``Fee Schedule''). The Exchange proposes to implement the fee change
effective May 17, 2016. The proposed rule change is available on the
Exchange's Web site at www.nyse.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this filing is to restructure the Lead Market Maker
(``LMM'') Rights Fees (``Rights Fee'') and to provide new opportunities
for LMMs to achieve a discounted Rights Fee based on volume executed on
the Exchange. The Exchange proposes to implement the fee change
effective May 17, 2016.
Currently, the Exchange charges a Rights Fee on each issue in an
LMM's allocation, with rates based on the Average National Daily
Customer Contracts (``CADV''). The monthly Rights Fee ranges from $45
per month to $1,500 per month. With one exception, under the current
Fee Schedule the more active an issue, the higher the Rights Fee. The
one exception to this general rule is that the Exchange currently
charges a higher rate for the lowest-volume issues (i.e., less than 101
CADV) to balance the Exchange's revenue with the cost of listing and
maintaining these low-volume issues.
The Exchange proposes to restructure the LMM Rights Fee to be more
aligned with the economic benefit of being the LMM in a given issue,
based on trading activity in an issue. The Exchange proposes that some
rates would decrease (for lower-volume issues) and others would
increase (for higher-volume issues). Using the same CADV levels
currently in place, the Exchange proposes to modify the Rights Fee as
follows:
LMM Rights Fee
------------------------------------------------------------------------
Current Proposed
Average national daily customer contracts fee fee
------------------------------------------------------------------------
0-100........................................... $125 $25
101-1,000....................................... 45 35
1,001-2,000..................................... 75 75
2,001-5,000..................................... 200 200
5,001-15,000.................................... 375 750
15,001-100,000.................................. 750 1,500
100,000+........................................ 1,500 3,000
------------------------------------------------------------------------
As shown in the chart above, the Exchange proposes to significantly
decrease the Rights Fee for the lowest-volume issues (i.e., between 0-
100 contracts) to better account for the costs to each LMM,
irrespective of costs and revenue to the Exchange associated with
listing an issue.\4\ The Exchange also proposes to slightly decrease
the Rights Fee for option issues trading between 101-1,000 CADV to
similarly align with the cost to the Exchange associated with such
issues. The Exchange believes the proposed reduction in the Rights Fee
for issues trading under 1,001CADV [sic] would create an incentive for
LMMs to request appointments in these lower-volume issues, which may
result in increased liquidity to the benefit of market participants. In
addition, the Exchange proposes to increase the Rights Fees associated
with the three most active CADV categories of issues to better reflect
the economic benefits of being an LMM in more actively-traded issues
(i.e., option issues trading more than 5,000 CADV). The Exchange
believes the proposed modifications to the Rights Fee are appropriate
as an LMM would have an opportunity to interact with fewer than 101
contracts per day to cover the proposed $25 per month Rights Fee and
would have the opportunity to interact with more than 100,000 contracts
per day to cover the proposed $3,000 per month Rights Fee.
---------------------------------------------------------------------------
\4\ In line with the proposed changes to the Rights Fee for the
lowest-volume issues, the Exchange also proposes to delete from the
Fee Schedule language regarding when the issues were listed and
whether certain issues are ``grandfathered'' such that the LMM
Rights Fee for the next highest tier applies, in addition to the
related asterisk appearing after the 0-100 CADV level.
---------------------------------------------------------------------------
To potentially offset the proposed increase in Rights Fees for the
most actively traded issues, the Exchange also proposes to adopt two
additional discounts to the Rights Fee for the three most active CADV
categories of issues. Specifically, the proposed discounts would be
available to LMMs with issues in their appointment with a CADV above
5,000 and would be based on the amount of monthly (i) total electronic
volume and/or (ii) total posted volume executed by an LMM in the Market
Maker range relative to other Marker [sic] Makers appointed in that
issue.\5\ The Exchange notes that there is only one LMM per issue, and
only LMMs are subject to the Rights Fee. Under the proposal, each month
the LMM in an issue would be ranked against non-LMM Market Makers that
quote and trade in that LMM's issue. For each issue, each month, if the
LMM achieves the highest total electronic volume amongst all Market
Makers, the LMM would receive a 50% discount to its Rights Fee. In
addition, as proposed, for each issue, each month, if the LMM achieves
the second highest total electronic volume amongst all Market
[[Page 33717]]
Makers, the LMM would receive a 25% discount to its Rights Fee. The
Exchange believes the proposed discounts would incentivize an LMM to
compete against non-LMMs in that issue to more aggressively quote in
order to reduce the LMM's Rights Fee.
---------------------------------------------------------------------------
\5\ Total posted volume executed by an LMM refers to the total
volume executed from posted liquidity.
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Similarly, for each issue, each month, if the LMM that [sic]
achieves the highest total posted volume amongst all Market Makers, the
LMM would receive a 50% discount to [sic] Rights Fee. And, for each
issue, each month, if the LMM achieves the second highest posted volume
amongst all Market Makers, the LMM would receive a 25% discount to
[sic] Rights Fee. Again, the Exchange believes the proposed discounts
would incentivize [sic] to compete against non-LMM Market Makers to
reduce its own Rights Fee. For example, if one or more non-LMM Market
Makers were ranked first and second in (i) total electronic volume and
(ii) total posted volume, the LMM would not receive a discount to its
Rights Fee. However, when the LMM achieves one or both of the top
volume rankings, the LMM would be eligible for a reduction.
The Exchange notes that the proposed discounts would be cumulative
and the same LMM would be eligible to achieve the discount for each
monthly volume category. For example, if in a given month an LMM ranked
1st in Total Electronic Volume in the issue and also ranked 2nd in
Total Posting Volume in the issue, that LMM would achieve a combined
75% discount in that issue. The Exchange believes that the proposed
discounts may incent LMMs that already transact a significant amount of
business on the Exchange to quote and trade competitively in their
issues to achieve the highest (or second highest) monthly ranking in
total electronic volume and total posted volume. The Exchange also
believes the proposed changes may generate interest in LMMs to apply
for new issue allocations, which would increase not only an LMM's
volume, but would encourage liquidity on the Exchange to the benefit of
all market participants.
The Exchange currently provides a 50% discount to an LMM's
aggregate Rights Fees across all issues. This 50% discount is applied
to an LMM that trades at least 50,000 contracts CADV, of which 10,000
such contracts are in its LMM appointment (the ``Existing LMM
Discount''), which discount is not being altered by this proposal.\6\
The Exchange would first determine whether an LMM qualified for the
proposed per issue discounts and would apply any such discounts. Next,
the Exchange would determine whether the LMM had qualified for the
Existing LMM Discount. The 50% discount under the Existing LMM Discount
would be applied only after any discount under the proposal is applied.
Consider, for example, that an LMM has 10 issues in its allocation each
of which are subject to a $500 per month Rights Fee (totaling $5,000).
If the LMM achieved the proposed 50% discount for posted volume in two
issues in its allocation, the LMM's Rights Fee for these issues would
be reduced by $250 (reducing the LMM's overall Rights Fee to $4,500).
If the LMM also qualified for the Existing LMM Discount, the Exchange
would reduce the total Rights Fee of $4,500 by 50% to $2,250.
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\6\ See Fee Schedule, Endnote 2, available here, https://www.nyse.com/publicdocs/nyse/markets/arca-options/NYSE_Arca_Options_Fee_Schedule.pdf. The Exchange is not making any
changes to this discount.
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with section 6(b) of the Act,\7\ in general, and furthers the
objectives of sections 6(b)(4) and (5) of the Act,\8\ 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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\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the proposed modifications to the LMM
Rights Fees are reasonable, equitable and not unfairly discriminatory
as the proposed Rights Fees are more closely aligned with the economic
benefit of being LMM in a given issues. For example, an LMM would have
an opportunity to interact with fewer than 101 contracts per day to
cover the proposed $25 per month Rights Fee and would have the
opportunity to interact with more than 100,000 contracts per day to
cover the proposed $3,000 per month Rights Fee. The Exchange also
believes that proposed Rights Fees are not unfairly discriminatory
because they apply solely to LMMs (non-LMMs are not subject to this
Fee) and LMMs trading issues with similar activity levels would be
subject to the same Rights Fees. Moreover, the Exchange notes that an
LMM can opt to relinquish any issue in its allocation to reduce its
Rights Fee, so the proposed Rights Fees are completely voluntary.
The Exchange also believes the proposed discounts on the Rights
Fees available to LMMs with issues in their appointment with a CADV of
5,001 or above are reasonable, equitable and not unfairly
discriminatory for a number of reasons. First, all LMMs trading issues
with similar activity levels would be eligible to achieve the discount
(e.g., those LMMs trading issues with a CADV of 5,001 or above). The
Exchange notes that there is only one LMM per issue, and only LMMs are
subject to the Rights Fee. Under the proposal, each month the LMM in an
issue would be ranked against non-LMM Market Makers that quote and
trade in that LMM's issue. Because the non-LMM Market Makers are not
subject to the Rights Fee, the proposed discount would not disadvantage
Market Makers. Instead, the proposed volume-based discounts would
operate to incentivize each LMM to achieve first or second ranking in
monthly volume for each issue, relative to non-LMM Market Makers to
reduce its own Rights Fee. In addition, such discounts would reduce the
overhead costs of LMM firms that are most actively trading in the
issues, which reduced costs would enhance the ability of LMMs to
provide liquidity to the benefit of all market participants.
Finally, the Exchange is subject to significant competitive forces,
as described below in the Exchange's statement regarding the burden on
competition.
For these reasons, the Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with section 6(b)(8) of the Act,\9\ the Exchange does
not believe that the proposed rule change would impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act. The Exchange believes that the proposed
modifications on the LMM Rights Fees would not impose an unfair burden
on competition because the proposed Rights Fees would more closely
align with the economic benefit of being LMM in a given issue. Because
the non-LMM Market Makers are not subject to the Rights Fee, the
proposed discount would not disadvantage Market Makers. Instead, the
proposed volume-based discounts would operate to incentivize each LMM
to achieve first or second ranking in monthly volume for each issue,
relative to non-LMM Market Makers to reduce its own Rights Fee. The
Exchange believes that the proposed discounts would encourage LMMs to
quote and trade competitively in their issues and would reduce the
burden on competition among LMMs in
[[Page 33718]]
the most actively-traded issues because LMMs that achieve the discounts
would have reduced overhead.
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\9\ 15 U.S.C. 78f(b)(8).
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The Exchange notes that it operates in a highly competitive market
in which market participants can readily favor competing venues. In
such an environment, the Exchange must continually review, and consider
adjusting, its fees and credits to remain competitive with other
exchanges. For the reasons described above, the Exchange believes that
the proposed rule change reflects this competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
section 19(b)(3)(A) \10\ of the Act and subparagraph (f)(2) of Rule
19b-4 \11\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 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) \12\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\12\ 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-NYSEArca-2016-75 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-NYSEArca-2016-75. 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-NYSEArca-2016-75 and should
be submitted on or before June 17, 2016.
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\13\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-12512 Filed 5-26-16; 8:45 am]
BILLING CODE 8011-01-P