Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and Immediate Effectiveness of Proposed Change To Modify the NYSE Amex Options Fee Schedule Effective July 1, 2016, 46749-46751 [2016-16856]
Download as PDF
Federal Register / Vol. 81, No. 137 / Monday, July 18, 2016 / 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–
BatsBZX–2016–37 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.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
All submissions should refer to File
Number SR–BatsBZX–2016–37. 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 such
filing will also 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–
BatsBZX–2016–37 and should be
submitted on or before August 8, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Robert W. Errett,
Deputy Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78297; File No. SR–
NYSEMKT–2016–67]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Change To Modify the NYSE Amex
Options Fee Schedule Effective July 1,
2016
July 12, 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 July 1,
2016, NYSE MKT LLC (the ‘‘Exchange’’
or ‘‘NYSE MKT’’) 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 modify the
NYSE Amex Options Fee Schedule
(‘‘Fee Schedule’’). The Exchange
proposes to implement the fee change
effective July 1, 2016. The proposed
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.
[FR Doc. 2016–16861 Filed 7–15–16; 8:45 am]
BILLING CODE 8011–01–P
1 15
11 17
CFR 200.30–3(a)(12).
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17:52 Jul 15, 2016
2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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46749
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this filing is to amend
section I. E. of the Fee Schedule 3 to
adjust qualification levels for certain
credit tiers and modify how certain
volumes are weighted. The Exchange
proposes to implement these changes
effective on July 1, 2016.
Section I.E. of the Fee Schedule
describes the Exchange’s ACE Program,
which features five tiers (each a ‘‘Tier’’)
expressed as a percentage of total
industry Customer equity and Exchange
Traded Fund (‘‘ETF’’) option average
daily volume 4 and provides two
alternative methods through which
Order Flow Providers (each an ‘‘OFP’’)
may receive per contract credits for
Electronic Customer volume that the
OFP, as agent, submits to the Exchange.5
The Exchange proposes to adjust the
Customer Electronic ADV volume
thresholds of the ACE Program by
raising the qualification level for two of
the five Tiers as well as to modify how
volumes are calculated for all five of the
Tiers under both methods.
Currently, to qualify for Tier 2 on
Customer Electronic ADV, the Customer
Electronic ADV entered by an OFP must
exceed 0.60% of Industry Customer
Equity and ETF Options ADV
(‘‘ICADV’’). The Exchange proposes to
raise the qualification level for Tier 2 on
Customer Electronic ADV to be greater
than 0.75% of ICADV and, for
3 See Fee Schedule, section I.E. (Amex Customer
Engagement (‘‘ACE’’) Program—Standard Options),
available here, https://www.nyse.com/publicdocs/
nyse/markets/amex-options/NYSE_Amex_Options_
Fee_Schedule.pdf.
4 Total industry Customer equity and ETF option
volume is comprised of those equity and ETF
contracts that clear in the Customer account type
at OCC and does not include contracts that clear in
either the Firm or Market Maker account type at
OCC or contracts overlying a security other than an
equity or ETF security. See OCC Monthly Statistics
Reports, available here, https://www.theocc.com/
webapps/monthly-volume-reports.
5 The first method for determining whether an
OFP should receive credit is by calculating, on a
monthly basis, the average daily Customer contract
volume an OFP executes Electronically on the
Exchange as a percentage of total average daily
industry Customer equity and ETF options volume.
The second method for determining whether an
OFP should receive credit is by calculating, on a
monthly basis, the average daily contract volume an
OFP executes Electronically in all participant types
(i.e., Customer, Firm, Broker-Dealer, NYSE Amex
Options Market Maker, Non-NYSE Amex Options
Market Maker, and Professional Customer) on the
Exchange, as a percentage of total average daily
industry Customer equity and ETF option volume,
with the further requirement that a specified
percentage of the minimum volume required to
qualify for the Tier must be Customer volume. See
supra n. 3.
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Federal Register / Vol. 81, No. 137 / Monday, July 18, 2016 / Notices
asabaliauskas on DSK3SPTVN1PROD with NOTICES
consistency, to likewise increase Tier 1,
for which there are no credits, to a
maximum volume threshold of 0.75% of
ICADV. Currently, to qualify for Tier 3
on Customer Electronic ADV, the
Customer Electronic ADV entered by an
OFP must exceed 0.80% of ICADV. The
Exchange proposes to raise the
qualification level for Tier 3 to be
greater than 1.00% of ICADV. The
Exchange does not proposes [sic] any
changes to the credits associated with
each Tier. Nor does the Exchange
propose any changes to the alternative
Tier Qualifications based on Total
Electronic ADV.
The Exchange periodically reevaluates the competitive landscape
and, given the rebate the Exchange
currently provides to OFPs achieving
Tiers 2 and 3, the Exchange believes it
would be appropriate to increase certain
of the volume thresholds associated
with those Tiers. For example, for OFPs
that achieve Tier 2 on Customer
Electronic ADV, the Exchange currently
provides an $0.18 per contract rebate
based on a volume threshold of greater
than 0.60% of ICADV. While another
competing options exchange—the
Chicago Board Options Exchange Inc.
(‘‘CBOE’’)—that offers a program similar
to ACE provides a $0.15 per contract
credit for simple options transactions at
its highest tier, with a volume
requirement of greater than 3.00% of
National Customer Volume in All
Underlying Symbols, with certain
exclusions.6 Thus, the Exchange is
providing a greater (credit) benefit than
some of its competitors for a lower
(volume) ask. Given the level of the
benefit the Exchange is offering at Tiers
2 and 3, it believes the proposed
upward adjustment to certain of the
volume thresholds is more reflective of
the competitive environment such that
the volume requirements are more
commensurate with the benefit offered.
To mitigate the increased
qualification standards for ACE Tiers 2
and 3 based on an OFP’s Customer
volume transacted Electronically as a
percentage of total industry Customer
equity and ETF options, and to
encourage additional order flow to the
Exchange such that more OFPs qualify
for each of the Tier [sic], the Exchange
6 See, e.g., CBOE fee schedule, available here,
https://www.cboe.com/publish/feeschedule/
CBOEFeeSchedule.pdf, at p. 4, Volume Incentive
Program (featuring four tiers based on Percentage
Thresholds of National Customer Volume in All
Underlying Symbols (with certain exclusions) and,
for example, providing that tier 2 requires monthly
volumes of at least 0.75% to 1.80% for a $0.12
credit on simple options transactions and tier 3
requires monthly volumes of at least 1.80% to
3.00% for a $0.10 credit on simple options
transactions).
VerDate Sep<11>2014
17:52 Jul 15, 2016
Jkt 238001
proposes to apply a proposed volume
multiplier to certain volumes, which
would increase the volumes towards the
calculation of the Customer ADV on all
ACE Tiers. Specifically, the Exchange
proposes to amend the ACE Program to
provide that ‘‘[i]n calculating an OFP’s
Electronic volume, each Customer order
that takes liquidity will be weighted as
50% greater (i.e., 1.5 times the contract
volume) for determining Customer
Electronic ADV and Total Electronic
ADV.7 The Exchange believes that
applying a higher weighting to
Customer orders that take liquidity
should encourage OFPs to direct more
liquidity taking orders to the Exchange.
In addition, with regard to the proposed
increases to Tiers 2 and 3, the Exchange
believes the proposed volume multiplier
would provide additional incentive to
OFP’s that are currently achieving—or
close to achieving—Tiers 2 and 3 to
send additional order flow to the
Exchange. While the Exchange is
making it more difficult to achieve these
tiers, qualifying OFPs will receive an
additional benefit as a result.
Further, the Exchange believes this
increase in order flow should
incentivize market makers that may be
rewarded with additional trading
opportunities to route to lit markets and
post better size, which would result in
better markets (tighter market maker
quotes) on the Exchange.
The proposed modifications to the
ACE Program are designed to encourage
OFPs to direct additional order flow to
the Exchange, which additional volume
and liquidity would benefit all
Exchange participants through
increased opportunities to trade as well
as enhancing price discovery.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
section 6(b) of the Act,8 in general, and
furthers the objectives of sections 6(b)(4)
and (5) of the Act,9 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 amendments to the ACE
Program are reasonable, equitable and
not unfairly discriminatory because the
proposed changes are designed to
7 See proposed Fee Schedule, section I. E. (Amex
Customer Engagement (‘‘ACE’’) Program—Standard
Options).
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(4) and (5).
PO 00000
Frm 00111
Fmt 4703
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enhance the competitiveness of the
Exchange while continuing to encourage
additional volumes be directed to the
Exchange.10 Specifically, given the level
of the benefit the Exchange is offering at
Tiers 2 and 3, it believes the proposed
upward adjustment to certain of the
volume thresholds is more reflective of
the competitive environment such that
the volume requirements are more
commensurate with the benefit offered.
The Exchange believes that applying
the proposed volume multiplier to
certain volumes is reasonable, equitable
and not unfairly discriminatory as it
would mitigate the proposed increases
to the volume thresholds for achieving
Tiers 2 and 3, and would increase the
volumes towards the calculation of the
Customer ADV on all ACE Tiers, which
should encourage OFPs to direct more
liquidity taking orders to the Exchange.
Further, the Exchange believes this
increase in order flow should
incentivize market makers that may be
rewarded with additional trading
opportunities to route to lit markets and
post better size, which would result in
better markets (tighter market maker
quotes) on the Exchange.
The Exchange believes that these
proposed changes to the ACE Program,
taken together, would attract more
volume and liquidity to the Exchange–
including taker liquidity, which would
benefit all market participants by
providing more trading opportunities
and tighter spreads, even to those
market participants that do not
participate in the ACE Program or have
not yet been able to qualify for any of
the Tiers. With regard to the proposed
increases to Tiers 2 and 3, the Exchange
believes the proposed volume multiplier
would provide additional incentive to
OFP’s that are currently achieving—or
close to achieving—Tiers 2 and 3 to
send additional order flow to the
Exchange. While the Exchange is
making it more difficult to achieve these
tiers, qualifying OFPs will receive an
additional benefit as a result.
Finally, the Exchange believes the
proposed changes are consistent with
the Act because, to the extent the
modifications permit the Exchange to
continue to attract greater volume and
liquidity, the proposed changes would
improve the Exchange’s overall
competitiveness and strengthen its
market quality for all market
participants.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
10 See
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supra n. 6.
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Federal Register / Vol. 81, No. 137 / Monday, July 18, 2016 / Notices
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with section 6(b)(8) of
the Act,11 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 the proposed
amendments to the ACE Program are
pro-competitive as the proposed
increased qualifications, which make
the tiers more competitive,12 together
with the enhanced weighting factor may
encourage OFPs to direct Customer
order flow, particularly taking liquidity,
to the Exchange and any resulting
increase in volume and liquidity to the
Exchange would benefit all Exchange
participants through increased
opportunities to trade as well as
enhancing price discovery, even to
those market participants that do not
participate in the ACE Program or have
not yet been able to qualify for any of
the tiers.
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.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
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) 13 of the Act and
subparagraph (f)(2) of Rule 19b–4 14
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
11 15
U.S.C. 78f(b)(8).
12 See supra n. 6.
13 15 U.S.C. 78s(b)(3)(A).
14 17 CFR 240.19b–4(f)(2).
VerDate Sep<11>2014
17:52 Jul 15, 2016
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) 15 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
should refer to File Number SR–
NYSEMKT–2016–67, and should be
submitted on or before August 8, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Robert W. Errett,
Deputy Secretary.
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:
[FR Doc. 2016–16856 Filed 7–15–16; 8:45 am]
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEMKT–2016–67 on the subject line.
AGENCY:
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–NYSEMKT–2016–67. 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
15 15
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46751
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U.S.C. 78s(b)(2)(B).
Frm 00112
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BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #14756 and #14757]
Connecticut Disaster #CT–00038
U.S. Small Business
Administration.
ACTION: Notice.
This is a notice of an
Administrative declaration of a disaster
for the State of CONNECTICUT dated
07/08/2016.
Incident: Apartment Building Fire.
Incident Period: 06/06/2016.
Effective Date: 07/08/2016.
Physical Loan Application Deadline
Date: 09/06/2016.
Economic Injury (EIDL) Loan
Application Deadline Date: 04/10/2017.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
Administrator’s disaster declaration,
applications for disaster loans may be
filed at the address listed above or other
locally announced locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties: Hartford.
Contiguous Counties:
Connecticut: Litchfield, Middlesex,
New Haven, New London, Tolland.
Massachusetts: Hampden.
The Interest Rates are:
SUMMARY:
Percent
For Physical Damage:
Homeowners With Credit Available Elsewhere ......................
Homeowners Without Credit
Available Elsewhere ..............
Businesses With Credit Available Elsewhere ......................
16 17
Sfmt 4703
E:\FR\FM\18JYN1.SGM
CFR 200.30–3(a)(12).
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3.250
1.625
6.250
Agencies
[Federal Register Volume 81, Number 137 (Monday, July 18, 2016)]
[Notices]
[Pages 46749-46751]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-16856]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-78297; File No. SR-NYSEMKT-2016-67]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed Change To Modify the NYSE Amex
Options Fee Schedule Effective July 1, 2016
July 12, 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 July 1, 2016, NYSE MKT LLC (the ``Exchange'' or ``NYSE MKT'') 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 modify the NYSE Amex Options Fee Schedule
(``Fee Schedule''). The Exchange proposes to implement the fee change
effective July 1, 2016. The proposed 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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this filing is to amend section I. E. of the Fee
Schedule \3\ to adjust qualification levels for certain credit tiers
and modify how certain volumes are weighted. The Exchange proposes to
implement these changes effective on July 1, 2016.
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\3\ See Fee Schedule, section I.E. (Amex Customer Engagement
(``ACE'') Program--Standard Options), available here, https://www.nyse.com/publicdocs/nyse/markets/amex-options/NYSE_Amex_Options_Fee_Schedule.pdf.
---------------------------------------------------------------------------
Section I.E. of the Fee Schedule describes the Exchange's ACE
Program, which features five tiers (each a ``Tier'') expressed as a
percentage of total industry Customer equity and Exchange Traded Fund
(``ETF'') option average daily volume \4\ and provides two alternative
methods through which Order Flow Providers (each an ``OFP'') may
receive per contract credits for Electronic Customer volume that the
OFP, as agent, submits to the Exchange.\5\ The Exchange proposes to
adjust the Customer Electronic ADV volume thresholds of the ACE Program
by raising the qualification level for two of the five Tiers as well as
to modify how volumes are calculated for all five of the Tiers under
both methods.
---------------------------------------------------------------------------
\4\ Total industry Customer equity and ETF option volume is
comprised of those equity and ETF contracts that clear in the
Customer account type at OCC and does not include contracts that
clear in either the Firm or Market Maker account type at OCC or
contracts overlying a security other than an equity or ETF security.
See OCC Monthly Statistics Reports, available here, https://www.theocc.com/webapps/monthly-volume-reports.
\5\ The first method for determining whether an OFP should
receive credit is by calculating, on a monthly basis, the average
daily Customer contract volume an OFP executes Electronically on the
Exchange as a percentage of total average daily industry Customer
equity and ETF options volume. The second method for determining
whether an OFP should receive credit is by calculating, on a monthly
basis, the average daily contract volume an OFP executes
Electronically in all participant types (i.e., Customer, Firm,
Broker-Dealer, NYSE Amex Options Market Maker, Non-NYSE Amex Options
Market Maker, and Professional Customer) on the Exchange, as a
percentage of total average daily industry Customer equity and ETF
option volume, with the further requirement that a specified
percentage of the minimum volume required to qualify for the Tier
must be Customer volume. See supra n. 3.
---------------------------------------------------------------------------
Currently, to qualify for Tier 2 on Customer Electronic ADV, the
Customer Electronic ADV entered by an OFP must exceed 0.60% of Industry
Customer Equity and ETF Options ADV (``ICADV''). The Exchange proposes
to raise the qualification level for Tier 2 on Customer Electronic ADV
to be greater than 0.75% of ICADV and, for
[[Page 46750]]
consistency, to likewise increase Tier 1, for which there are no
credits, to a maximum volume threshold of 0.75% of ICADV. Currently, to
qualify for Tier 3 on Customer Electronic ADV, the Customer Electronic
ADV entered by an OFP must exceed 0.80% of ICADV. The Exchange proposes
to raise the qualification level for Tier 3 to be greater than 1.00% of
ICADV. The Exchange does not proposes [sic] any changes to the credits
associated with each Tier. Nor does the Exchange propose any changes to
the alternative Tier Qualifications based on Total Electronic ADV.
The Exchange periodically re-evaluates the competitive landscape
and, given the rebate the Exchange currently provides to OFPs achieving
Tiers 2 and 3, the Exchange believes it would be appropriate to
increase certain of the volume thresholds associated with those Tiers.
For example, for OFPs that achieve Tier 2 on Customer Electronic ADV,
the Exchange currently provides an $0.18 per contract rebate based on a
volume threshold of greater than 0.60% of ICADV. While another
competing options exchange--the Chicago Board Options Exchange Inc.
(``CBOE'')--that offers a program similar to ACE provides a $0.15 per
contract credit for simple options transactions at its highest tier,
with a volume requirement of greater than 3.00% of National Customer
Volume in All Underlying Symbols, with certain exclusions.\6\ Thus, the
Exchange is providing a greater (credit) benefit than some of its
competitors for a lower (volume) ask. Given the level of the benefit
the Exchange is offering at Tiers 2 and 3, it believes the proposed
upward adjustment to certain of the volume thresholds is more
reflective of the competitive environment such that the volume
requirements are more commensurate with the benefit offered.
---------------------------------------------------------------------------
\6\ See, e.g., CBOE fee schedule, available here, https://www.cboe.com/publish/feeschedule/CBOEFeeSchedule.pdf, at p. 4,
Volume Incentive Program (featuring four tiers based on Percentage
Thresholds of National Customer Volume in All Underlying Symbols
(with certain exclusions) and, for example, providing that tier 2
requires monthly volumes of at least 0.75% to 1.80% for a $0.12
credit on simple options transactions and tier 3 requires monthly
volumes of at least 1.80% to 3.00% for a $0.10 credit on simple
options transactions).
---------------------------------------------------------------------------
To mitigate the increased qualification standards for ACE Tiers 2
and 3 based on an OFP's Customer volume transacted Electronically as a
percentage of total industry Customer equity and ETF options, and to
encourage additional order flow to the Exchange such that more OFPs
qualify for each of the Tier [sic], the Exchange proposes to apply a
proposed volume multiplier to certain volumes, which would increase the
volumes towards the calculation of the Customer ADV on all ACE Tiers.
Specifically, the Exchange proposes to amend the ACE Program to provide
that ``[i]n calculating an OFP's Electronic volume, each Customer order
that takes liquidity will be weighted as 50% greater (i.e., 1.5 times
the contract volume) for determining Customer Electronic ADV and Total
Electronic ADV.\7\ The Exchange believes that applying a higher
weighting to Customer orders that take liquidity should encourage OFPs
to direct more liquidity taking orders to the Exchange. In addition,
with regard to the proposed increases to Tiers 2 and 3, the Exchange
believes the proposed volume multiplier would provide additional
incentive to OFP's that are currently achieving--or close to
achieving--Tiers 2 and 3 to send additional order flow to the Exchange.
While the Exchange is making it more difficult to achieve these tiers,
qualifying OFPs will receive an additional benefit as a result.
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\7\ See proposed Fee Schedule, section I. E. (Amex Customer
Engagement (``ACE'') Program--Standard Options).
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Further, the Exchange believes this increase in order flow should
incentivize market makers that may be rewarded with additional trading
opportunities to route to lit markets and post better size, which would
result in better markets (tighter market maker quotes) on the Exchange.
The proposed modifications to the ACE Program are designed to
encourage OFPs to direct additional order flow to the Exchange, which
additional volume and liquidity would benefit all Exchange participants
through increased opportunities to trade as well as enhancing price
discovery.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with section 6(b) of the Act,\8\ in general, and furthers the
objectives of sections 6(b)(4) and (5) of the Act,\9\ 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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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the proposed amendments to the ACE
Program are reasonable, equitable and not unfairly discriminatory
because the proposed changes are designed to enhance the
competitiveness of the Exchange while continuing to encourage
additional volumes be directed to the Exchange.\10\ Specifically, given
the level of the benefit the Exchange is offering at Tiers 2 and 3, it
believes the proposed upward adjustment to certain of the volume
thresholds is more reflective of the competitive environment such that
the volume requirements are more commensurate with the benefit offered.
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\10\ See supra n. 6.
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The Exchange believes that applying the proposed volume multiplier
to certain volumes is reasonable, equitable and not unfairly
discriminatory as it would mitigate the proposed increases to the
volume thresholds for achieving Tiers 2 and 3, and would increase the
volumes towards the calculation of the Customer ADV on all ACE Tiers,
which should encourage OFPs to direct more liquidity taking orders to
the Exchange. Further, the Exchange believes this increase in order
flow should incentivize market makers that may be rewarded with
additional trading opportunities to route to lit markets and post
better size, which would result in better markets (tighter market maker
quotes) on the Exchange.
The Exchange believes that these proposed changes to the ACE
Program, taken together, would attract more volume and liquidity to the
Exchange- including taker liquidity, which would benefit all market
participants by providing more trading opportunities and tighter
spreads, even to those market participants that do not participate in
the ACE Program or have not yet been able to qualify for any of the
Tiers. With regard to the proposed increases to Tiers 2 and 3, the
Exchange believes the proposed volume multiplier would provide
additional incentive to OFP's that are currently achieving--or close to
achieving--Tiers 2 and 3 to send additional order flow to the Exchange.
While the Exchange is making it more difficult to achieve these tiers,
qualifying OFPs will receive an additional benefit as a result.
Finally, the Exchange believes the proposed changes are consistent
with the Act because, to the extent the modifications permit the
Exchange to continue to attract greater volume and liquidity, the
proposed changes would improve the Exchange's overall competitiveness
and strengthen its market quality for all market participants.
For these reasons, the Exchange believes that the proposal is
consistent with the Act.
[[Page 46751]]
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with section 6(b)(8) of the Act,\11\ 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 the proposed amendments
to the ACE Program are pro-competitive as the proposed increased
qualifications, which make the tiers more competitive,\12\ together
with the enhanced weighting factor may encourage OFPs to direct
Customer order flow, particularly taking liquidity, to the Exchange and
any resulting increase in volume and liquidity to the Exchange would
benefit all Exchange participants through increased opportunities to
trade as well as enhancing price discovery, even to those market
participants that do not participate in the ACE Program or have not yet
been able to qualify for any of the tiers.
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\11\ 15 U.S.C. 78f(b)(8).
\12\ See supra n. 6.
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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) \13\ of the Act and subparagraph (f)(2) of Rule
19b-4 \14\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 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) \15\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\15\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEMKT-2016-67 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-NYSEMKT-2016-67. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEMKT-2016-67, and should
be submitted on or before August 8, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-16856 Filed 7-15-16; 8:45 am]
BILLING CODE 8011-01-P