Self-Regulatory Organizations; NASDAQ PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Related to PIXL Pricing, 35094-35098 [2016-12793]
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35094
Federal Register / Vol. 81, No. 105 / Wednesday, June 1, 2016 / Notices
market into DMMs.14 As a result, market
makers on the NYSE MKT equity market
are called DMMs and on the NYSE
Amex Options LLC (‘‘NYSE Amex
Options’’) options market are called
specialists.15 However, several
provisions of the Operating Agreement
were not updated and refer only to
specialists. Accordingly, the Exchange
proposes to amend Sections 2.02 and
2.03(h)(i) to add references to DMMs.
Section 2.02 of the Operating
Agreement provides that the Board has
general supervision over Member
Organizations and over approved
persons in connection with their
conduct with or affecting Member
Organizations. Section 2.02 further
provides that the Board ‘‘may
disapprove of any member acting as a
specialist or odd lot dealer.’’ The
Exchange proposes to add ‘‘designated
market maker (as defined in Rule 2 of
the Company Rules) (‘DMM’)’’ after
‘‘specialist’’ in Section 2.02.
Section 2.03(h)(i) sets out the
categories of individuals that shall be
represented on the DCRC. The Exchange
proposes to add ‘‘or DMM’’ to the
references to ‘‘specialist’’ in categories
(ii) and (iii), so that they reference both
types of market makers. The changes
would be consistent with the categories
of members of the Committee for
Review set forth in Section 2.03(h)(iii),
which refers to both DMMs and
specialists.16
Finally, the Exchange proposes to
make technical and conforming changes
to the recitals and signature page of the
Operating Agreement.
III. Discussion and Commission’s
Findings
The Commission finds that the
proposed rule change, as modified by
Amendment No. 1, is consistent with
the requirements of Section 6 of the
Act 17 and the rules and regulations
thereunder applicable to a national
securities exchange.18
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14 See
Securities Exchange Act Release Nos.
58705 (October 1, 2008), 73 FR 58995 (October 8.
2008) (SR–Amex–2008–63) (approval order) and
59022 (November 26, 2008), 73 FR 73683
(December 3, 2008) (SR–NYSEALTR–2008–10)
(amending equity rules to conform to NYSE New
Market Model Pilot rules). See also Securities
Exchange Act Release No. 58845 (October 24, 2008),
73 FR 64379 (October 29, 2008) (SR–NYSE–2008–
46) (approving rule change to create NYSE New
Market Model Pilot).
15 The Exchange operates a marketplace for
trading options through NYSE Amex Options, a
facility of the Exchange. See Rule 2—Equities (i) &
(j) (defining DMM) and Rule 927NY (defining
specialist).
16 See note 13, supra, and accompanying text.
17 15 U.S.C. 78f.
18 The Commission has also considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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The Commission finds that the
proposed rule change is consistent with
Section 6(b)(1),19 which requires, among
other things, that a national securities
exchange be so organized and have the
capacity to carry out the purposes of the
Act, and to comply, and to enforce
compliance by its members and persons
associated with its members, with the
provisions of the Act, the rules and
regulation thereunder, and the rules of
the exchange. In addition, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(3) of the Act,20 which requires,
among other things, that the rules of a
national securities exchange assure a
fair representation of its members in the
selection of its directors and
administration of its affairs.
The proposed rule change would
remove the requirement that the ICE
NGC nominate the candidates for NonAffiliated Directors and instead have the
DCRC nominate the candidates for NonAffiliated Director directly.21 Because
the ICE NGC currently is required to
nominate the candidate recommended
to it by the DCRC, this proposed change
would remove an additional step in the
process of nominating candidates for
Non-Affiliated Director positions and
thus may improve the efficiency of the
nomination process.
In addition, the proposed rule change
would remove the requirement that the
ICE NGC make the determination of
whether persons endorsed to be Petition
Candidates are eligible to be a NonAffiliated Director, and would have the
Exchange make such determination
instead. The proposed process would
maintain an independent review of the
eligibility of any Petition Candidates,
while avoiding the potential conflict of
interest that could arise if, for example,
the DCRC were to be responsible for
both proposing and nominating
candidates and making eligibility
determinations of Petition Candidates
proposed by Member Organizations.
The Commission previously considered
and approved rules of another exchange
that similarly provide for that exchange
to determine the eligibility of proposed
Petition Candidates.22
Further, eliminating the requirement
that the DCRC include representatives
from the fourth category of members
19 15
U.S.C. 78f(b)(1).
U.S.C. 78f(b)(3).
21 The Commission notes that the DCRC is
appointed by the Board. See Section 2.03(h)(i) of
the Operating Agreement.
22 See supra note 8. See generally Securities
Exchange Act Release Nos. 56876 (November 30,
2007), 72 FR 70357 (December 11. 2007) (SR–
NASDAQ–2007–068) (approving process for
electing Member Representative Directors).
20 15
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described above (formerly REMMs)
would remove a reference to an obsolete
category of member from the Operating
Agreement. The Commission finds that
eliminating such an obsolete reference
would add clarity to the Exchange’s
rules and be consistent with the public
interest and the protection of investors.
Finally, the proposed addition of
references to DMMs in Section 2.02 and
2.03(h)(i) of the Operating Agreement
would more accurately reflect that
specialists in the Exchange’s equity
market are now referred to as DMMs
and also would make these sections
consistent with Section 2.03(h)(iii)
(categories of members of the Committee
for Review), which refers to both DMMs
and specialists. The proposed addition
of a reference to DMMs in Section 2.02
would clarify that the Board has general
supervision over all Member
Organizations, including the ability to
disapprove of any member acting as a
DMM, as well as a specialist or odd lot
dealer. The proposed addition of
references to DMMs in Section 2.03(h)(i)
would clarify that DMMs, as well as
specialists, are categories of individuals
that would be represented on the DCRC.
The Commission finds that the
foregoing revisions to the Operating
Agreement are consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR–NYSEMKT–
2016–26), as modified by Amendment
No. 1 thereto, be, and it hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Brent J. Fields,
Secretary.
[FR Doc. 2016–12787 Filed 5–31–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77908; File No. SR–Phlx–
2016–59]
Self-Regulatory Organizations;
NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Related to PIXL
Pricing
May 25, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
23 15
24 17
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U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
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Federal Register / Vol. 81, No. 105 / Wednesday, June 1, 2016 / Notices
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on May 11,
2016, NASDAQ PHLX LLC
(‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Section IV, Part A of the Pricing
Schedule entitled ‘‘PIXL Pricing.’’
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxphlx.cchwallstreet.com/, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this rule change is to
amend the PIXL 3 pricing located in the
Pricing Schedule at Section IV, Part A.
The Exchange amends the PIXL Pricing
to incentivize market participants to
direct more PIXL Orders to Phlx.
Today, the Exchange assesses a $0.07
per contract Initiating Order Fee. If the
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1 15
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 PIXLSM is the Exchange’s price improvement
mechanism known as Price Improvement XL or
PIXL. A member may electronically submit for
execution an order it represents as agent on behalf
of a public customer, broker-dealer, or any other
entity (‘‘PIXL Order’’) against principal interest or
against any other order (except as provided in Rule
1080(n)(i)(F) it represents as agent (‘‘Initiating
Order’’), provided it submits the PIXL order for
electronic execution into the PIXL Auction
pursuant to Rule 1080. See Exchange Rule 1080(n).
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member or member organization
qualifies for the Tier 4 or 5 Customer
Rebate 4 in Section B, the member or
member organization will be assessed a
discounted Initiating Order Fee of $0.05
per contract for Simple PIXL Orders and
$0.03 per contract for Complex 5 PIXL
Orders. The Exchange is proposing to
make three changes to the PIXL Pricing.
Pricing Change Number 1
The Exchange proposes to assess a
$0.05 per contract discounted Initiating
Order Fee to members and member
organizations that qualify for the Tier 4
or 5 Customer Rebate in Section B,
regardless of whether the order is a
Simple or Complex PIXL Order. The
Initiating Order Fee for Simple PIXL
Orders would therefore be assessed the
same lower rate when the member or
member organization would qualify for
this reduced fee. The Exchange
proposes to increase the discounted
Complex PIXL Initiating Order Fee from
$0.03 to $0.05 per contract provided the
member or member organization
qualifies for Tier 4 or 5 of the Customer
Rebate in Section B.
Pricing Change Number 2
Additionally, the Exchange proposes
a new incentive for members or member
organizations that deliver equal to or
greater than 3.00% of National
Customer Volume in Multiply-Listed
equity and exchange-traded fund
(‘‘ETF’’) option classes, excluding SPY
options,6 in a given month to lower
4 Currently, the Exchange has a Customer Rebate
Program consisting of five tiers that pay Customer
rebates on three Categories, A, B and C of
transactions. A Phlx member qualifies for a certain
rebate tier based on the percentage of total national
customer volume in multiply-listed options that it
transacts monthly on Phlx. The Exchange calculates
Customer volume in Multiply Listed Options by
totaling electronically-delivered and executed
volume, excluding volume associated with
electronic Qualified Contingent Cross (‘‘QCC’’)
Orders, as defined in Exchange Rule 1080(o). In
calculating electronically-delivered and executed
Customer volume in Multiply Listed Options, the
numerator of the equation includes all
electronically-delivered and executed Customer
volume in Multiply Listed Options. The
denominator of that equation includes national
customer volume in multiply-listed equity and ETF
options volume, excluding SPY. See Section B of
the Pricing Schedule.
5 A Complex Order is any order involving the
simultaneous purchase and/or sale of two or more
different options series in the same underlying
security, priced at a net debit or credit based on the
relative prices of the individual components, for the
same account, for the purpose of executing a
particular investment strategy. Furthermore, a
Complex Order can also be a stock-option order,
which is an order to buy or sell a stated number
of units of an underlying stock or ETF coupled with
the purchase or sale of options contract(s). See
Exchange Rule 1080, Commentary .07.
6 Options overlying Standard and Poor’s
Depositary Receipts/SPDRs (‘‘SPY’’) are based on
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35095
their Initiating Order Fee to $0.00 per
contract for Complex PIXL Orders. This
proposal will offer members submitting
Complex PIXL Orders the opportunity
to pay no Initiating Order Fee instead of
a $0.05 per contract 7 discounted
Complex PIXL Initiating Order Fee if the
member qualifies for the incentive.
Pricing Change Number 3
The Exchange also proposes to offer
this new incentive to members or
member organizations under Common
Ownership.8 Today, any member or
member organization under Common
Ownership with another member or
member organization that qualifies for a
Tier 4 or 5 Customer Rebate in Section
B will be assessed a discounted PIXL
Initiating Order Fee of $0.05 per
contract for Simple PIXL Orders and
$0.03 per contract for Complex PIXL
Orders. The Exchange proposes that any
member or member organization under
Common Ownership with another
member or member organization that
executes equal to or greater than 3.00%
of National Customer Volume in
Multiply-Listed equity and ETF options
classes, excluding SPY options, in a
given month will be assessed a
discounted PIXL Initiating Order Fee of
$0.05 for Simple PIXL Orders and $0.00
for Complex PIXL Orders. The Exchange
also proposes to increase the discounted
Complex PIXL Initiating Order Fee for
members or member organizations
under Common Ownership that qualify
for Customer Rebate Tier 4 or 5 in
Section B. With this proposal, any
member or member organization under
Common Ownership with another
member or member organization that
qualifies for a Customer Rebate Tier 4 or
5 in Section B will be assessed a
discounted Complex PIXL Initiating
Order Fee of $0.05 per contract.
Despite the increase to the discounted
Complex PIXL Initiating Order Fee for
members and member organizations that
qualify for a Customer Rebate Tier 4 or
5 in Section B, the Exchange believes
that the increased discounted rate will
continue to encourage members to
direct more Complex PIXL Orders to the
Exchange.9
the SPDR exchange-traded fund, which is designed
to track the performance of the S&P 500 Index.
7 Today the Complex PIXL Initiating Order Fee
for members and member organizations that qualify
for the Tier 4 or 5 Customer Rebate in Section B
is $0.03 per contract. This proposal increases that
fee to $0.05 per contract.
8 The term ‘‘Common Ownership’’ shall mean
members or member organizations under 75%
common ownership or control.
9 Currently, the Initiating Order Fee for
Professional, Firm, Broker-Dealer, Specialist and
Market Maker orders that are contra to a Customer
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2. Statutory Basis
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The proposal is consistent with
Section 6(b) of the Act,10 in general, and
furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,11 in
particular, in that it provides for the
equitable allocation of reasonable dues,
fees and other charges among members
and issuers and other persons using any
facility or system which the Exchange
operates or controls, and is not designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
The Commission and the courts have
repeatedly expressed their preference
for competition over regulatory
intervention in determining prices,
products, and services in the securities
markets. In Regulation NMS, while
adopting a series of steps to improve the
current market model, the Commission
highlighted the importance of market
forces in determining prices and SRO
revenues and, also, recognized that
current regulation of the market system
‘‘has been remarkably successful in
promoting market competition in its
broader forms that are most important to
investors and listed companies.’’ 12
Likewise, in NetCoalition v. Securities
and Exchange Commission 13
(‘‘NetCoalition’’) the D.C. Circuit upheld
the Commission’s use of a market-based
approach in evaluating the fairness of
market data fees against a challenge
claiming that Congress mandated a costbased approach.14 As the court
emphasized, the Commission ‘‘intended
in Regulation NMS that ‘market forces,
rather than regulatory requirements’
play a role in determining the market
data . . . to be made available to
investors and at what cost.’’ 15
Further, ‘‘[n]o one disputes that
competition for order flow is ‘fierce.’
. . . As the SEC explained, ‘[i]n the U.S.
national market system, buyers and
sellers of securities, and the brokerdealers that act as their order-routing
agents, have a wide range of choices of
where to route orders for execution’;
[and] ‘no exchange can afford to take its
market share percentages for granted’
because ‘no exchange possesses a
monopoly, regulatory or otherwise, in
the execution of order flow from broker
PIXL Order will be reduced to $0.00 if the Customer
PIXL Order is greater than 399 contracts. The
Exchange is not amending this provision.
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(4) and (5).
12 Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496, 37499 (June 29, 2005)
(‘‘Regulation NMS Adopting Release’’).
13 NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir.
2010).
14 See NetCoalition, at 534–535.
15 Id. at 537.
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dealers’. . . .’’ 16 Although the court
and the SEC were discussing the cash
equities markets, the Exchange believes
that these views apply with equal force
to the options markets.
Pricing Change Number 1
The Exchange’s proposal to increase
the discounted Complex PIXL Initiating
Order Fee for members and member
organizations that qualify for Tier 4 or
5 of the Customer Rebate in Section B
from $0.03 to $0.05 per contract is
reasonable because the Exchange
assesses this discounted same [sic] rate
for the Simple PIXL Initiating Order
Fee. Furthermore, the Exchange believes
that this fee is reasonable because it
continues to be lower than the $0.07 per
contract Initiating Order Fee for
members and member organizations that
do not qualify for Tier 4 or 5 of the
Customer Rebate in Section B. Finally,
the Exchange is offering members and
member organizations an opportunity to
lower the Complex PIXL Initiating
Order Fee to $0.00 per contract
provided the member or member
organization executes equal to or greater
than 3.00% of National Customer
Volume in Multiply-Listed equity and
ETF option classes, excluding SPY
options, in a given month.
The Exchange’s proposal to increase
the discounted Complex PIXL Initiating
Order Fee for members and member
organizations that qualify for Tier 4 or
5 of the Customer Rebate in Section B
from $0.03 to $0.05 per contract is
equitable and not unfairly
discriminatory because the Exchange
will apply the proposed fees in a
uniform manner to all market
participants who qualify for the
discounted rate. Further, all market
participants are eligible to earn
Customer Rebates, transact Complex
PIXL Orders and participate in a PIXL
Auction.
Pricing Change Number 2
The Exchange’s proposal to offer
members and member organizations an
opportunity to pay no Complex PIXL
Initiating Order Fee provided they
transact equal to or greater than 3.00%
of National Customer Volume in
Multiply-Listed equity and ETF option
classes, excluding SPY options, in a
given month is reasonable because it
will encourage market participants to
transact Customer volume as well as a
greater number of Complex PIXL Orders
on the Exchange. Today, members and
member organizations may lower their
16 Id. at 539 (quoting Securities Exchange Act
Release No. 59039 (December 2, 2008), 73 FR
74770, 74782–83 (December 9, 2008) (SR–
NYSEArca–2006–21)).
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Complex PIXL Order Initiating Order
Fees by qualifying for Tiers 4 17 or 5 18
of the Customer Rebate in Section B. In
order to qualify for Section B Customer
Rebate Tiers 4 or 5 a member or member
organization is required to transact a
certain percentage of total National
Customer Volume (above 1.60%) in
Multiply-Listed options in a month on
Phlx to receive a lower Complex PIXL
Initiating Order Fee of $0.05 19 as
compared to the Initiating Order Fee of
$0.07 per contract. With this proposal
the Exchange offers members and
member organizations an opportunity to
pay no Initiating Order Fee for Complex
PIXL Orders provided they deliver equal
to order [sic] greater than 3.00% of
National Customer Volume in MultiplyListed equity and ETF options classes,
excluding SPY options, in a given
month is transacted on Phlx [sic]. The
Exchange seeks to encourage market
participants to increase the amount of
Customer order flow that is directed to
Phlx by offering the opportunity to pay
no Complex PIXL Initiating Order Fee.
In order to qualify for this new
incentive, a greater amount of Customer
volume is necessary to be transacted
than the volume currently required to
qualify for the Customer Rebate Tiers 4
and 5 in Section B.
The Exchange believes that members
and member organizations will direct a
greater amount of Customer liquidity to
Phlx to qualify for a Complex PIXL
Initiating Order Fee of $0.00 per
contract. Customer liquidity benefits all
market participants by providing more
trading opportunities, which attracts
Specialists and Market Makers. An
increase in the activity of these market
participants in turn facilitates tighter
spreads, which may cause an additional
corresponding increase in order flow
from other market participants. The
Exchange’s proposal to offer member
and member organizations an
opportunity to pay no Complex PIXL
Initiating Order Fee provided they
transact equal to or greater than 3.00%
of National Customer Volume in
Multiply-Listed equity and ETF options
classes, excluding SPY options, in a
given month is equitable and not
unfairly discriminatory because the
17 Tier 4 requires member and member
organizations to transact above 1.60%–2.50% of
National Customer Volume in Multiply-Listed
Equity and ETF Options.
18 Tier 5 requires member and member
organizations to transact above 2.50% of National
Customer Volume in Multiply-Listed Equity and
ETF Options.
19 Today the Complex PIXL Initiating Order Fee
for members and member organizations that qualify
for the Tier 4 or 5 Customer Rebate in Section B
is $0.03 per contract. This proposal increases that
fee to $0.05 per contract.
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Federal Register / Vol. 81, No. 105 / Wednesday, June 1, 2016 / Notices
opportunity to pay no Complex PIXL
Initiating Order Fee is available to all
market participants. In addition, all
market participants are eligible to earn
Customer Rebates, transact Complex
PIXL Orders and participate in a PIXL
Auction.
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Pricing Change Number 3
The Exchange’s proposal to increase
the discounted Complex PIXL Initiating
Order Fee for members and member
organizations under Common
Ownership that qualify for Tier 4 or 5
of the Customer Rebate in Section B
from $0.03 to $0.05 per contract is
reasonable for the same reasons
explained herein. It is also reasonable to
offer member and member organizations
under Common Ownership an
opportunity to pay no Complex PIXL
Order Initiating Order Fee provided the
member or member organization
executes equal to or greater than 3.00%
of National Customer Volume in
Multiply-Listed equity and ETF options
classes, excluding SPY options, in a
given month for the same reasons
explained herein. The Exchange
believes that applying the same pricing
to members under Common Ownership
as wholly-owned entities avoids
disparate treatment of members that
have divided their various business
activities between separate corporate
entities as compared to members that
operate those business activities within
a single corporate entity.
The Exchange’s proposal to increase
the discounted Complex PIXL Initiating
Order Fee for members and member
organizations under Common
Ownership that qualify for Tier 4 or 5
of the Customer Rebate in Section B
from $0.03 to $0.05 per contract is
equitable and not unfairly
discriminatory for the same reasons
explained herein. It is also equitable and
not unfairly discriminatory to offer
member and member organizations
under Common Ownership an
opportunity to pay no Complex PIXL
Initiating Order Fee provided the
member or member organization
executes equal to or greater than 3.00%
of National Customer Volume in
Multiply-Listed Equity and ETF options
classes, excluding SPY options, in a
given month for the same reasons
explained herein. The Exchange
believes that its proposed pricing is
equitable and not unfairly
discriminatory because it permits both
wholly owned and common control
members and member organizations to
be subject to the same pricing for PIXL.
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. In terms of
inter-market competition, the Exchange
notes that it operates in a highly
competitive market in which market
participants can readily favor competing
venues if they deem fee levels at a
particular venue to be excessive, or
rebate opportunities available at other
venues to be more favorable. In such an
environment, the Exchange must
continually adjust its fees to remain
competitive with other exchanges and
with alternative trading systems that
have been exempted from compliance
with the statutory standards applicable
to exchanges. Because competitors are
free to modify their own fees in
response, and because market
participants may readily adjust their
order routing practices, that the degree
to which fee changes in this market may
impose any burden on inter-market
competition is extremely limited.
Pricing Change Number 1
The Exchange believes that increasing
the discounted Complex PIXL Initiating
Order Fee for members and member
organizations that qualify for Tier 4 or
5 of the Customer Rebate in Section B
from $0.03 to $0.05 per contract does
not create an undue burden on intramarket competition because the
Exchange will apply the proposed fees
in a uniform manner to all market
participants who qualify for the
discounted rate. All market participants
are eligible to earn Customer Rebates,
transact Complex PIXL Orders and
participate in a PIXL auction. Also,
encouraging Customer liquidity benefits
all market participants by providing
more trading opportunities, which
attract Specialists and Market Makers.
An increase in the activity of these
market participants in turn facilitates
tighter spreads, which may cause an
additional corresponding increase in
order flow from other market
participants.
Pricing Change Number 2
The Exchange believes that it is does
not create an undue burden on intramarket competition to offer member and
member organizations an opportunity to
lower the Complex PIXL Initiating
Order Fee to $0.00 per contract
provided the member or member
organization executes equal to or greater
than 3.00% of National Customer
Volume in Multiply-Listed equity and
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35097
ETF options classes, excluding SPY
options, in a given month because all
market participants are eligible to earn
Customer Rebates, transact Complex
PIXL Orders and participate in a PIXL
auction. Also, encouraging Customer
liquidity benefits all market participants
by providing more trading
opportunities, which attract Specialists
and Market Makers. An increase in the
activity of these market participants in
turn facilitates tighter spreads, which
may cause an additional corresponding
increase in order flow from other market
participants.
Pricing Change Number 3
The Exchange’s proposal to increase
the discounted Complex PIXL Initiating
Order Fee for members and member
organizations under Common
Ownership that qualify for Tier 4 or 5
of the Customer Rebate in Section B
from $0.03 to $0.05 per contract and the
proposal to lower the Complex PIXL
Initiating Order Fee to $0.00 per
contract provided the member or
member organization executes equal to
or greater than 3.00% of National
Customer Volume in Multiply-Listed
equity and ETF options classes,
excluding SPY options, in a given
month do not create an undue burden
on intra-market competition because the
pricing subjects both wholly owned and
common control members and member
organizations to the same pricing for
PIXL.
The Exchange does not believe that
the proposed rule changes to increase
the discounted Complex PIXL Initiating
Order Fee for members and member
organizations, including those under
Common Ownership, that qualify for
Tier 4 or 5 of the Customer Rebate in
Section B from $0.03 to $0.05 per
contract and offer a new incentive to
reduce the Complex PIXL Initiating
Order Fee to $0.00 per contract,
including those members under
Common Ownership, will impose any
burden on intra-market competition not
necessary or appropriate in furtherance
of the purposes of the Act because all
market participants are eligible to earn
Customer Rebates, transact Complex
PIXL Orders and participate in a PIXL
auction. Also, encouraging Customer
liquidity benefits all market participants
by providing more trading
opportunities, which attract Specialists
and Market Makers. An increase in the
activity of these market participants in
turn facilitates tighter spreads, which
may cause an additional corresponding
increase in order flow from other market
participants.
E:\FR\FM\01JNN1.SGM
01JNN1
35098
Federal Register / Vol. 81, No. 105 / Wednesday, June 1, 2016 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.20
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
sradovich on DSK3TPTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
Phlx–2016–59 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–Phlx–2016–59. 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
20 15
U.S.C. 78s(b)(3)(A)(ii).
VerDate Sep<11>2014
21:59 May 31, 2016
Jkt 238001
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly.
All submissions should refer to File
Number SR–Phlx–2016–59 and should
be submitted on or before June 22, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Brent J. Fields,
Secretary.
[FR Doc. 2016–12793 Filed 5–31–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77910; File No. SR–
NYSEMKT–2016–13]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Designation of
Longer Period for Commission Action
on a Proposed Rule Change, as
Modified by Amendment No. 1, To
Amend Rule 955NY(c) by Revising the
Clearing Member Requirements for
Entering an Order Into the Electronic
Order Capture System
May 25, 2016.
21 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Rule 900.2NY defines ‘‘Clearing Member’’ as an
Exchange ATP Holder which has been admitted to
membership in the Options Clearing Corporation
pursuant to the provisions of the Rules of the
Options Clearing Corporation.
4 The Commission notes that the amendment date
of March 30, 2016 in the SR–NYSEMKT–2016–13
1 15
Frm 00130
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Brent J. Fields,
Secretary.
[FR Doc. 2016–12772 Filed 5–31–16; 8:45 am]
On March 22, 2016, NYSE MKT LLC
(the ‘‘Exchange’’ or ‘‘NYSE MKT’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to amend Rule 955NY(c) to
change the timing for recording the
name of the Clearing Member 3 in the
Electronic Order Capture system
(‘‘EOC’’). On March 29, 2016,4 the
PO 00000
Exchange filed Amendment No. 1 to the
proposed rule change. The Commission
published the proposed rule change, as
modified by Amendment No. 1, for
comment in the Federal Register on
April 11, 2016.5 The Commission
received no comments on the proposed
rule change.
Section 19(b)(2) of the Act 6 provides
that, within 45 days of the publication
of the notice of the filing of a proposed
rule change, or within such longer
period up to 90 days as the Commission
may designate if it finds such longer
period to be appropriate and publishes
its reasons for so finding or as to which
the self-regulatory organization
consents, the Commission shall approve
the proposed rule change, disapprove
the proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The Commission is
extending this 45-day time period.
The Commission finds that it is
appropriate to designate a longer period
within which to take action on the
proposed rule change so that it has
sufficient time to consider the proposed
rule change. Accordingly, pursuant to
Section 19(b)(2) of the Act,7 the
Commission designates July 10, 2016, as
the date by which the Commission
should approve, disapprove, or institute
proceedings to determine whether to
disapprove the proposed rule change
(File No. SR–NYSEMKT–2016–13), as
modified by Amendment No. 1.
Fmt 4703
Sfmt 9990
BILLING CODE 8011–01–P
Notice is incorrect and the proper date is March 29,
2016.
5 See Securities Exchange Act Release No. 34–
77518 (April 5, 2016), 81 FR 21415 (‘‘Notice’’).
Amendment No. 1 was included in the Notice and
provided the clarification that the CMTA
Information and the name of the clearing ATP
Holder would be entered into the EOC ‘‘as the
events occur and/or during trade reporting
procedures which may occur after the
representation and execution of the order.’’
6 15 U.S.C. 78s(b)(2).
7 Id.
8 17 CFR 200.30–3(a)(12).
E:\FR\FM\01JNN1.SGM
01JNN1
Agencies
[Federal Register Volume 81, Number 105 (Wednesday, June 1, 2016)]
[Notices]
[Pages 35094-35098]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-12793]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77908; File No. SR-Phlx-2016-59]
Self-Regulatory Organizations; NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Related to PIXL
Pricing
May 25, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
[[Page 35095]]
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on May 11, 2016, NASDAQ PHLX LLC (``Exchange'') filed with the
Securities and Exchange Commission (``SEC'' or ``Commission'') the
proposed rule change as described in Items I, II, and III, below, which
Items have been prepared by the Exchange. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Section IV, Part A of the Pricing
Schedule entitled ``PIXL Pricing.''
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.com/, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this rule change is to amend the PIXL \3\ pricing
located in the Pricing Schedule at Section IV, Part A. The Exchange
amends the PIXL Pricing to incentivize market participants to direct
more PIXL Orders to Phlx.
---------------------------------------------------------------------------
\3\ PIXL\SM\ is the Exchange's price improvement mechanism known
as Price Improvement XL or PIXL. A member may electronically submit
for execution an order it represents as agent on behalf of a public
customer, broker-dealer, or any other entity (``PIXL Order'')
against principal interest or against any other order (except as
provided in Rule 1080(n)(i)(F) it represents as agent (``Initiating
Order''), provided it submits the PIXL order for electronic
execution into the PIXL Auction pursuant to Rule 1080. See Exchange
Rule 1080(n).
---------------------------------------------------------------------------
Today, the Exchange assesses a $0.07 per contract Initiating Order
Fee. If the member or member organization qualifies for the Tier 4 or 5
Customer Rebate \4\ in Section B, the member or member organization
will be assessed a discounted Initiating Order Fee of $0.05 per
contract for Simple PIXL Orders and $0.03 per contract for Complex \5\
PIXL Orders. The Exchange is proposing to make three changes to the
PIXL Pricing.
---------------------------------------------------------------------------
\4\ Currently, the Exchange has a Customer Rebate Program
consisting of five tiers that pay Customer rebates on three
Categories, A, B and C of transactions. A Phlx member qualifies for
a certain rebate tier based on the percentage of total national
customer volume in multiply-listed options that it transacts monthly
on Phlx. The Exchange calculates Customer volume in Multiply Listed
Options by totaling electronically-delivered and executed volume,
excluding volume associated with electronic Qualified Contingent
Cross (``QCC'') Orders, as defined in Exchange Rule 1080(o). In
calculating electronically-delivered and executed Customer volume in
Multiply Listed Options, the numerator of the equation includes all
electronically-delivered and executed Customer volume in Multiply
Listed Options. The denominator of that equation includes national
customer volume in multiply-listed equity and ETF options volume,
excluding SPY. See Section B of the Pricing Schedule.
\5\ A Complex Order is any order involving the simultaneous
purchase and/or sale of two or more different options series in the
same underlying security, priced at a net debit or credit based on
the relative prices of the individual components, for the same
account, for the purpose of executing a particular investment
strategy. Furthermore, a Complex Order can also be a stock-option
order, which is an order to buy or sell a stated number of units of
an underlying stock or ETF coupled with the purchase or sale of
options contract(s). See Exchange Rule 1080, Commentary .07.
---------------------------------------------------------------------------
Pricing Change Number 1
The Exchange proposes to assess a $0.05 per contract discounted
Initiating Order Fee to members and member organizations that qualify
for the Tier 4 or 5 Customer Rebate in Section B, regardless of whether
the order is a Simple or Complex PIXL Order. The Initiating Order Fee
for Simple PIXL Orders would therefore be assessed the same lower rate
when the member or member organization would qualify for this reduced
fee. The Exchange proposes to increase the discounted Complex PIXL
Initiating Order Fee from $0.03 to $0.05 per contract provided the
member or member organization qualifies for Tier 4 or 5 of the Customer
Rebate in Section B.
Pricing Change Number 2
Additionally, the Exchange proposes a new incentive for members or
member organizations that deliver equal to or greater than 3.00% of
National Customer Volume in Multiply-Listed equity and exchange-traded
fund (``ETF'') option classes, excluding SPY options,\6\ in a given
month to lower their Initiating Order Fee to $0.00 per contract for
Complex PIXL Orders. This proposal will offer members submitting
Complex PIXL Orders the opportunity to pay no Initiating Order Fee
instead of a $0.05 per contract \7\ discounted Complex PIXL Initiating
Order Fee if the member qualifies for the incentive.
---------------------------------------------------------------------------
\6\ Options overlying Standard and Poor's Depositary Receipts/
SPDRs (``SPY'') are based on the SPDR exchange-traded fund, which is
designed to track the performance of the S&P 500 Index.
\7\ Today the Complex PIXL Initiating Order Fee for members and
member organizations that qualify for the Tier 4 or 5 Customer
Rebate in Section B is $0.03 per contract. This proposal increases
that fee to $0.05 per contract.
---------------------------------------------------------------------------
Pricing Change Number 3
The Exchange also proposes to offer this new incentive to members
or member organizations under Common Ownership.\8\ Today, any member or
member organization under Common Ownership with another member or
member organization that qualifies for a Tier 4 or 5 Customer Rebate in
Section B will be assessed a discounted PIXL Initiating Order Fee of
$0.05 per contract for Simple PIXL Orders and $0.03 per contract for
Complex PIXL Orders. The Exchange proposes that any member or member
organization under Common Ownership with another member or member
organization that executes equal to or greater than 3.00% of National
Customer Volume in Multiply-Listed equity and ETF options classes,
excluding SPY options, in a given month will be assessed a discounted
PIXL Initiating Order Fee of $0.05 for Simple PIXL Orders and $0.00 for
Complex PIXL Orders. The Exchange also proposes to increase the
discounted Complex PIXL Initiating Order Fee for members or member
organizations under Common Ownership that qualify for Customer Rebate
Tier 4 or 5 in Section B. With this proposal, any member or member
organization under Common Ownership with another member or member
organization that qualifies for a Customer Rebate Tier 4 or 5 in
Section B will be assessed a discounted Complex PIXL Initiating Order
Fee of $0.05 per contract.
---------------------------------------------------------------------------
\8\ The term ``Common Ownership'' shall mean members or member
organizations under 75% common ownership or control.
---------------------------------------------------------------------------
Despite the increase to the discounted Complex PIXL Initiating
Order Fee for members and member organizations that qualify for a
Customer Rebate Tier 4 or 5 in Section B, the Exchange believes that
the increased discounted rate will continue to encourage members to
direct more Complex PIXL Orders to the Exchange.\9\
---------------------------------------------------------------------------
\9\ Currently, the Initiating Order Fee for Professional, Firm,
Broker-Dealer, Specialist and Market Maker orders that are contra to
a Customer PIXL Order will be reduced to $0.00 if the Customer PIXL
Order is greater than 399 contracts. The Exchange is not amending
this provision.
---------------------------------------------------------------------------
[[Page 35096]]
2. Statutory Basis
The proposal is consistent with Section 6(b) of the Act,\10\ in
general, and furthers the objectives of Sections 6(b)(4) and 6(b)(5) of
the Act,\11\ in particular, in that it provides for the equitable
allocation of reasonable dues, fees and other charges among members and
issuers and other persons using any facility or system which the
Exchange operates or controls, and is not designed to permit unfair
discrimination between customers, issuers, brokers, or dealers.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Commission and the courts have repeatedly expressed their
preference for competition over regulatory intervention in determining
prices, products, and services in the securities markets. In Regulation
NMS, while adopting a series of steps to improve the current market
model, the Commission highlighted the importance of market forces in
determining prices and SRO revenues and, also, recognized that current
regulation of the market system ``has been remarkably successful in
promoting market competition in its broader forms that are most
important to investors and listed companies.'' \12\
---------------------------------------------------------------------------
\12\ Securities Exchange Act Release No. 51808 (June 9, 2005),
70 FR 37496, 37499 (June 29, 2005) (``Regulation NMS Adopting
Release'').
---------------------------------------------------------------------------
Likewise, in NetCoalition v. Securities and Exchange Commission
\13\ (``NetCoalition'') the D.C. Circuit upheld the Commission's use of
a market-based approach in evaluating the fairness of market data fees
against a challenge claiming that Congress mandated a cost-based
approach.\14\ As the court emphasized, the Commission ``intended in
Regulation NMS that `market forces, rather than regulatory
requirements' play a role in determining the market data . . . to be
made available to investors and at what cost.'' \15\
---------------------------------------------------------------------------
\13\ NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir. 2010).
\14\ See NetCoalition, at 534-535.
\15\ Id. at 537.
---------------------------------------------------------------------------
Further, ``[n]o one disputes that competition for order flow is
`fierce.' . . . As the SEC explained, `[i]n the U.S. national market
system, buyers and sellers of securities, and the broker-dealers that
act as their order-routing agents, have a wide range of choices of
where to route orders for execution'; [and] `no exchange can afford to
take its market share percentages for granted' because `no exchange
possesses a monopoly, regulatory or otherwise, in the execution of
order flow from broker dealers'. . . .'' \16\ Although the court and
the SEC were discussing the cash equities markets, the Exchange
believes that these views apply with equal force to the options
markets.
---------------------------------------------------------------------------
\16\ Id. at 539 (quoting Securities Exchange Act Release No.
59039 (December 2, 2008), 73 FR 74770, 74782-83 (December 9, 2008)
(SR-NYSEArca-2006-21)).
---------------------------------------------------------------------------
Pricing Change Number 1
The Exchange's proposal to increase the discounted Complex PIXL
Initiating Order Fee for members and member organizations that qualify
for Tier 4 or 5 of the Customer Rebate in Section B from $0.03 to $0.05
per contract is reasonable because the Exchange assesses this
discounted same [sic] rate for the Simple PIXL Initiating Order Fee.
Furthermore, the Exchange believes that this fee is reasonable because
it continues to be lower than the $0.07 per contract Initiating Order
Fee for members and member organizations that do not qualify for Tier 4
or 5 of the Customer Rebate in Section B. Finally, the Exchange is
offering members and member organizations an opportunity to lower the
Complex PIXL Initiating Order Fee to $0.00 per contract provided the
member or member organization executes equal to or greater than 3.00%
of National Customer Volume in Multiply-Listed equity and ETF option
classes, excluding SPY options, in a given month.
The Exchange's proposal to increase the discounted Complex PIXL
Initiating Order Fee for members and member organizations that qualify
for Tier 4 or 5 of the Customer Rebate in Section B from $0.03 to $0.05
per contract is equitable and not unfairly discriminatory because the
Exchange will apply the proposed fees in a uniform manner to all market
participants who qualify for the discounted rate. Further, all market
participants are eligible to earn Customer Rebates, transact Complex
PIXL Orders and participate in a PIXL Auction.
Pricing Change Number 2
The Exchange's proposal to offer members and member organizations
an opportunity to pay no Complex PIXL Initiating Order Fee provided
they transact equal to or greater than 3.00% of National Customer
Volume in Multiply-Listed equity and ETF option classes, excluding SPY
options, in a given month is reasonable because it will encourage
market participants to transact Customer volume as well as a greater
number of Complex PIXL Orders on the Exchange. Today, members and
member organizations may lower their Complex PIXL Order Initiating
Order Fees by qualifying for Tiers 4 \17\ or 5 \18\ of the Customer
Rebate in Section B. In order to qualify for Section B Customer Rebate
Tiers 4 or 5 a member or member organization is required to transact a
certain percentage of total National Customer Volume (above 1.60%) in
Multiply-Listed options in a month on Phlx to receive a lower Complex
PIXL Initiating Order Fee of $0.05 \19\ as compared to the Initiating
Order Fee of $0.07 per contract. With this proposal the Exchange offers
members and member organizations an opportunity to pay no Initiating
Order Fee for Complex PIXL Orders provided they deliver equal to order
[sic] greater than 3.00% of National Customer Volume in Multiply-Listed
equity and ETF options classes, excluding SPY options, in a given month
is transacted on Phlx [sic]. The Exchange seeks to encourage market
participants to increase the amount of Customer order flow that is
directed to Phlx by offering the opportunity to pay no Complex PIXL
Initiating Order Fee. In order to qualify for this new incentive, a
greater amount of Customer volume is necessary to be transacted than
the volume currently required to qualify for the Customer Rebate Tiers
4 and 5 in Section B.
---------------------------------------------------------------------------
\17\ Tier 4 requires member and member organizations to transact
above 1.60%-2.50% of National Customer Volume in Multiply-Listed
Equity and ETF Options.
\18\ Tier 5 requires member and member organizations to transact
above 2.50% of National Customer Volume in Multiply-Listed Equity
and ETF Options.
\19\ Today the Complex PIXL Initiating Order Fee for members and
member organizations that qualify for the Tier 4 or 5 Customer
Rebate in Section B is $0.03 per contract. This proposal increases
that fee to $0.05 per contract.
---------------------------------------------------------------------------
The Exchange believes that members and member organizations will
direct a greater amount of Customer liquidity to Phlx to qualify for a
Complex PIXL Initiating Order Fee of $0.00 per contract. Customer
liquidity benefits all market participants by providing more trading
opportunities, which attracts Specialists and Market Makers. An
increase in the activity of these market participants in turn
facilitates tighter spreads, which may cause an additional
corresponding increase in order flow from other market participants.
The Exchange's proposal to offer member and member organizations an
opportunity to pay no Complex PIXL Initiating Order Fee provided they
transact equal to or greater than 3.00% of National Customer Volume in
Multiply-Listed equity and ETF options classes, excluding SPY options,
in a given month is equitable and not unfairly discriminatory because
the
[[Page 35097]]
opportunity to pay no Complex PIXL Initiating Order Fee is available to
all market participants. In addition, all market participants are
eligible to earn Customer Rebates, transact Complex PIXL Orders and
participate in a PIXL Auction.
Pricing Change Number 3
The Exchange's proposal to increase the discounted Complex PIXL
Initiating Order Fee for members and member organizations under Common
Ownership that qualify for Tier 4 or 5 of the Customer Rebate in
Section B from $0.03 to $0.05 per contract is reasonable for the same
reasons explained herein. It is also reasonable to offer member and
member organizations under Common Ownership an opportunity to pay no
Complex PIXL Order Initiating Order Fee provided the member or member
organization executes equal to or greater than 3.00% of National
Customer Volume in Multiply-Listed equity and ETF options classes,
excluding SPY options, in a given month for the same reasons explained
herein. The Exchange believes that applying the same pricing to members
under Common Ownership as wholly-owned entities avoids disparate
treatment of members that have divided their various business
activities between separate corporate entities as compared to members
that operate those business activities within a single corporate
entity.
The Exchange's proposal to increase the discounted Complex PIXL
Initiating Order Fee for members and member organizations under Common
Ownership that qualify for Tier 4 or 5 of the Customer Rebate in
Section B from $0.03 to $0.05 per contract is equitable and not
unfairly discriminatory for the same reasons explained herein. It is
also equitable and not unfairly discriminatory to offer member and
member organizations under Common Ownership an opportunity to pay no
Complex PIXL Initiating Order Fee provided the member or member
organization executes equal to or greater than 3.00% of National
Customer Volume in Multiply-Listed Equity and ETF options classes,
excluding SPY options, in a given month for the same reasons explained
herein. The Exchange believes that its proposed pricing is equitable
and not unfairly discriminatory because it permits both wholly owned
and common control members and member organizations to be subject to
the same pricing for PIXL.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. In terms of inter-market
competition, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing venues if they deem fee levels at a particular venue to be
excessive, or rebate opportunities available at other venues to be more
favorable. In such an environment, the Exchange must continually adjust
its fees to remain competitive with other exchanges and with
alternative trading systems that have been exempted from compliance
with the statutory standards applicable to exchanges. Because
competitors are free to modify their own fees in response, and because
market participants may readily adjust their order routing practices,
that the degree to which fee changes in this market may impose any
burden on inter-market competition is extremely limited.
Pricing Change Number 1
The Exchange believes that increasing the discounted Complex PIXL
Initiating Order Fee for members and member organizations that qualify
for Tier 4 or 5 of the Customer Rebate in Section B from $0.03 to $0.05
per contract does not create an undue burden on intra-market
competition because the Exchange will apply the proposed fees in a
uniform manner to all market participants who qualify for the
discounted rate. All market participants are eligible to earn Customer
Rebates, transact Complex PIXL Orders and participate in a PIXL
auction. Also, encouraging Customer liquidity benefits all market
participants by providing more trading opportunities, which attract
Specialists and Market Makers. An increase in the activity of these
market participants in turn facilitates tighter spreads, which may
cause an additional corresponding increase in order flow from other
market participants.
Pricing Change Number 2
The Exchange believes that it is does not create an undue burden on
intra-market competition to offer member and member organizations an
opportunity to lower the Complex PIXL Initiating Order Fee to $0.00 per
contract provided the member or member organization executes equal to
or greater than 3.00% of National Customer Volume in Multiply-Listed
equity and ETF options classes, excluding SPY options, in a given month
because all market participants are eligible to earn Customer Rebates,
transact Complex PIXL Orders and participate in a PIXL auction. Also,
encouraging Customer liquidity benefits all market participants by
providing more trading opportunities, which attract Specialists and
Market Makers. An increase in the activity of these market participants
in turn facilitates tighter spreads, which may cause an additional
corresponding increase in order flow from other market participants.
Pricing Change Number 3
The Exchange's proposal to increase the discounted Complex PIXL
Initiating Order Fee for members and member organizations under Common
Ownership that qualify for Tier 4 or 5 of the Customer Rebate in
Section B from $0.03 to $0.05 per contract and the proposal to lower
the Complex PIXL Initiating Order Fee to $0.00 per contract provided
the member or member organization executes equal to or greater than
3.00% of National Customer Volume in Multiply-Listed equity and ETF
options classes, excluding SPY options, in a given month do not create
an undue burden on intra-market competition because the pricing
subjects both wholly owned and common control members and member
organizations to the same pricing for PIXL.
The Exchange does not believe that the proposed rule changes to
increase the discounted Complex PIXL Initiating Order Fee for members
and member organizations, including those under Common Ownership, that
qualify for Tier 4 or 5 of the Customer Rebate in Section B from $0.03
to $0.05 per contract and offer a new incentive to reduce the Complex
PIXL Initiating Order Fee to $0.00 per contract, including those
members under Common Ownership, will impose any burden on intra-market
competition not necessary or appropriate in furtherance of the purposes
of the Act because all market participants are eligible to earn
Customer Rebates, transact Complex PIXL Orders and participate in a
PIXL auction. Also, encouraging Customer liquidity benefits all market
participants by providing more trading opportunities, which attract
Specialists and Market Makers. An increase in the activity of these
market participants in turn facilitates tighter spreads, which may
cause an additional corresponding increase in order flow from other
market participants.
[[Page 35098]]
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\20\
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\20\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-Phlx-2016-59 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2016-59. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml).
Copies of the submission, all subsequent amendments, all written
statements with respect to the proposed rule change that are filed with
the Commission, and all written communications relating to the proposed
rule change between the Commission and any person, other than those
that may be withheld from the public in accordance with the provisions
of 5 U.S.C. 552, will be available for Web site viewing and printing in
the Commission's Public Reference Room, 100 F Street NE., Washington,
DC 20549, on official business days between the hours of 10:00 a.m. and
3:00 p.m. Copies of the filing also will be available for inspection
and copying at the principal office of the Exchange. All comments
received will be posted without change; the Commission does not edit
personal identifying information from submissions. You should submit
only information that you wish to make available publicly.
All submissions should refer to File Number SR-Phlx-2016-59 and
should be submitted on or before June 22, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2016-12793 Filed 5-31-16; 8:45 am]
BILLING CODE 8011-01-P