Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the NYSE Arca Equities Schedule of Fees and Charges for Exchange Services Related to Tier 1 and Cross Asset Tier 2 Fees and Credits for Orders Executed on the Exchange, and Eliminate the Routable Retail Order Tier, 54891-54893 [2016-19576]
Download as PDF
Federal Register / Vol. 81, No. 159 / Wednesday, August 17, 2016 / Notices
also will be available for inspection and
copying at the principal office of
FINRA. 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–FINRA–2016–030 and
should be submitted on or before
September 7, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–19583 Filed 8–16–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78545; File No. SR–
NYSEArca–2016–111]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend the NYSE Arca
Equities Schedule of Fees and
Charges for Exchange Services
Related to Tier 1 and Cross Asset Tier
2 Fees and Credits for Orders
Executed on the Exchange, and
Eliminate the Routable Retail Order
Tier
August 11, 2016.
mstockstill on DSK3G9T082PROD with NOTICES
Pursuant to section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on July 29,
2016, NYSE Arca, Inc. (the ‘‘Exchange’’
or ‘‘NYSE Arca’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
NYSE Arca Equities Schedule of Fees
and Charges for Exchange Services (the
‘‘Fee Schedule’’) related to Tier 1 and
Cross Asset Tier 2 fees and credits for
orders executed on the Exchange, and
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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16:39 Aug 16, 2016
Jkt 238001
eliminate the Routable Retail Order
Tier. The proposed rule change is
available on the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
Fee Schedule related to Tier 1 and Cross
Asset Tier 2 fees and credits for orders
executed on the Exchange.4 The
Exchange also proposes to eliminate the
Routable Retail Order Tier. The
Exchange proposes to implement the fee
change effective August 1, 2016.
Tier 1
Currently, ETP Holders and Market
Makers qualify for Tier 1 fees and
credits by providing liquidity an average
daily share volume per month of 0.70%
or more of the United States
consolidated average daily volume (‘‘US
CADV’’).5 In Tape C Securities, ETP
Holders and Market Makers currently
receive a credit of $0.0033 per share for
orders that provide liquidity to the Book
and pay a fee of $0.0029 per share for
orders that take liquidity from the Book.
The Exchange proposes to amend the
fees and credits applicable to ETP
Holders and Market Makers for orders
executed in Tape C Securities. As
proposed, ETP Holders and Market
4 The Tier 2 [sic] fees and credits are available for
round lots and odd lots with a per share price $1.00
or above.
5 US CADV would mean the United States
Consolidated Average Daily Volume for
transactions reported to the Consolidated Tape,
excluding odd lots through January 31, 2014 (except
for purposes of Lead Market Maker pricing), and
excludes volume on days when the market closes
early and on the date of the annual reconstitution
of the Russell Investments Indexes. Transactions
that are not reported to the Consolidated Tape are
not included in US CADV. See Fee Schedule,
footnote 3.
PO 00000
Frm 00106
Fmt 4703
Sfmt 4703
54891
Makers would receive a credit of
$0.0032 per share for orders that
provide liquidity to the Book in Tape C
Securities and would pay a fee of
$0.0030 per share for orders that take
liquidity from the Book in Tape C
Securities. The Exchange is not
proposing any other pricing change in
Tier 1.
Cross Asset Tier 2
Additionally, Cross Asset Tier 2 fees
and credits currently apply to ETP
Holders and Market Makers that either
(1) provide liquidity an average daily
volume share per month of 0.30% or
more of the US CADV and are affiliated
with an OTP Holder or OTP Firm that
provides an ADV of electronic posted
executions for the account of a market
maker in Penny Pilot issues on NYSE
Arca Options (excluding mini options)
of at least 0.75% of total Customer
equity and ETF option ADV as reported
by The Options Clearing Corporation
(‘‘OCC’’), or (2) provide liquidity an
average daily volume share per month
of 0.40% or more of the US CADV and
are affiliated with an OTP Holder or
OTP Firm that provides an ADV of
electronic posted executions for the
account of a market maker in Penny
Pilot issues on NYSE Arca Options
(excluding mini options) of at least
0.65% of total Customer equity and ETF
option ADV as reported by OCC. Such
ETP Holders and Market Makers receive
a credit of $0.0033 per share for orders
that provide liquidity to the Book in
Tape C Securities and pay a fee of
$0.0029 per share for orders that take
liquidity from the Book in Tape C
Securities. The Exchange proposes to
amend the fees and credits applicable to
ETP Holders and Market Makers for
orders executed in Tape C Securities. As
proposed, ETP Holders and Market
Makers would receive a credit of
$0.0032 per share for orders that
provide liquidity to the Book in Tape C
Securities and pay a fee of $0.0030 per
share for orders that take liquidity from
the Book in Tape C Securities.
Elimination of Obsolete Pricing
The Fee Schedule currently includes
a pricing tier, Routable Retail Order
Tier, that has not encouraged ETP
Holders and Market Makers to increase
their activity to qualify for this pricing
tier as significantly as the Exchange had
anticipated it would. As a result, the
Exchange proposes to remove this
pricing tier from the Fee Schedule.
The proposed changes are not
otherwise intended to address any other
problem, and the Exchange is not aware
of any significant problem that the
affected market participants would have
E:\FR\FM\17AUN1.SGM
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54892
Federal Register / Vol. 81, No. 159 / Wednesday, August 17, 2016 / Notices
in complying with the proposed
changes.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
section 6(b) of the Act,6 in general, and
furthers the objectives of sections 6(b)(4)
and 6(b)(5) of the Act,7 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.
Tier 1
The Exchange believes that the
proposed change to increase the fee
from $0.0029 per share to $0.0030 per
share and to lower the credit from
$0.0033 per share to $0.0032 per share
for Tier 1 customers in Tape C
Securities is reasonable as it is
comparable to fees charged and credits
paid by at least one other exchange,
specifically, Bats BZX Exchange, which
charges a fee of $0.0030 per share for
orders that remove liquidity in Tape C
Securities on that market,8 and provides
a credit that ranges between $0.0020 per
share and $0.0032 per share, depending
on the amount of volume transacted.9
The Exchange believes that the
proposed fee change is equitable and
not unfairly discriminatory because the
proposed fees and credits would apply
uniformly to all similarly situated ETP
Holders and Market Makers and would
apply to all Tier 1 orders that add or
take liquidity from the Book in Tape C
Securities. The Exchange believes that
recalibrating the fees and credits will
continue to attract order flow to the
Exchange, thereby contributing to price
discovery on the Exchange and
benefiting investors generally.
mstockstill on DSK3G9T082PROD with NOTICES
Cross Asset Tier 2
The Exchange believes that the
proposed change to increase the fee
from $0.0029 per share to $0.0030 per
share and to lower the credit from
$0.0033 per share to $0.0032 per share
for Cross Asset Tier 2 customers in Tape
C Securities is reasonable as it is
comparable to fees charged and credits
paid by at least one other exchange,
specifically, Bats BZX Exchange, which
charges a fee of $0.0030 per share for
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
8 See Fee Codes and Associated Fees, Bats BZX
Exchange Fee Schedule, at https://batstrading.com/
support/fee_schedule/bzx/.
9 See Add Volume Tiers, Bats BZX Exchange Fee
Schedule, at https://batstrading.com/support/
fee_schedule/bzx/.
orders that remove liquidity from that
exchange in Tape C Securities,10 and
provides a lower cross-asset tier rebate
of $0.0029 [sic] per share in Tape C
Securities.11 The Exchange believes that
the proposed fee change is equitable and
not unfairly discriminatory because the
proposed fees and credits would apply
uniformly to all similarly situated ETP
Holders and Market Makers and would
apply to all Cross Asset Tier 2 orders
that add or take liquidity from the Book
in Tape C Securities. The Exchange
believes that recalibrating the fees and
credits will continue to attract order
flow to the Exchange, thereby
contributing to price discovery on the
Exchange and benefiting investors
generally.
Elimination of Obsolete Pricing
The Exchange believes that it is
reasonable to eliminate the obsolete
pricing tier from the Fee Schedule
because ETP Holders and Market
Makers have not increased their activity
to qualify for the Routable Retail Order
Tier as significantly as the Exchange
anticipated they would. The Exchange
believes that it is equitable and not
unfairly discriminatory to eliminate the
Routable Retail Order Tier because, as
proposed, the pricing tier would be
eliminated entirely—ETP Holders and
Market Makers would no longer be able
to qualify for this pricing tier. This
aspect of the proposed change would
therefore result in a more streamlined
Fee Schedule.
The Exchange believes that it is
subject to significant competitive forces,
as described below in the Exchange’s
statement regarding the burden on
competition.
For the foregoing reasons, the
Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with section 6(b)(8) of
the Act,12 the Exchange believes that the
proposed rule change would not impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The proposal
to amend the level of fees and credits
applicable to Tier 1 customers in Tape
C Securities and to Cross Asset Tier 2
customers in Tape C Securities would
not place a burden on competition as
the proposed changes are comparable to
6 15
7 15
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16:39 Aug 16, 2016
Jkt 238001
10 See Fee Codes and Associated Fees, Bats BZX
Exchange Fee Schedule, at https://batstrading.com/
support/fee_schedule/bzx/.
11 See Add Volume Tiers, Bats BZX Exchange Fee
Schedule, at https://batstrading.com/support/
fee_schedule/bzx/.
12 15 U.S.C. 78f(b)(8).
PO 00000
Frm 00107
Fmt 4703
Sfmt 4703
fees and credits for Tape C Securities
provided by at least one other
exchange.13 The Exchange believes that
the proposed fee changes could promote
competition between the Exchange and
other execution venues, including those
that currently offer comparable
transaction pricing, by encouraging
additional orders to be sent to the
Exchange for execution.
Finally, 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 and rebates 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 and credits in
response, and because market
participants may readily adjust their
order routing practices, the Exchange
believes that the degree to which fee
changes in this market may impose any
burden on competition is extremely
limited. As a result of all of these
considerations, the Exchange does not
believe that the proposed changes will
impair the ability of ETP Holders or
competing order execution venues to
maintain their competitive standing in
the financial markets.
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) 14 of the Act and
subparagraph (f)(2) of Rule 19b–4 15
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
13 See
supra, notes 8–11.
U.S.C. 78s(b)(3)(A).
15 17 CFR 240.19b–4(f)(2).
14 15
E:\FR\FM\17AUN1.SGM
17AUN1
Federal Register / Vol. 81, No. 159 / Wednesday, August 17, 2016 / Notices
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) 16 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
mstockstill on DSK3G9T082PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2016–111 on
the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2016–111. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2016–111 and should be
submitted on or before September 7,
2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–19576 Filed 8–16–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78544; File No. SR–
NYSEMKT–2016–73]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing of Proposed
Rule Change Amending Rule 980NY(d)
To Provide for the Rejection of Certain
Electronic Complex Orders
August 11, 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 August 3,
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 amend
Rule 980NY(d) to provide for the
rejection of certain Electronic Complex
Orders. The proposed rule change is
available on the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
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
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
16 15
U.S.C. 78s(b)(2)(B).
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16:39 Aug 16, 2016
Jkt 238001
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
54893
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 Exchange is proposing to amend
Rule 980NY(d) to provide for the
rejection of certain Electronic Complex
Orders (‘‘ECOs’’).3 Specifically, the
Exchange proposes to reject certain
ECOs that may undermine the
effectiveness of risk limitation
mechanisms designed to protect Market
Makers.
The Exchange requires a Market
Maker to utilize its risk limitation
mechanisms, which automatically
remove a Market Maker’s quotes in all
series of an options class when certain
parameter settings are triggered.4 This
functionality is designed to mitigate the
risk of multiple executions on a Market
Maker’s quotes occurring
simultaneously across multiple series
and multiple option classes. Pursuant to
Rule 928NY, the Exchange establishes a
time period during which the System
calculates: (1) The number of trades
executed by the Market Maker in a
specified options class; (2) the volume
of contracts traded by the Market Maker
in a specified options class; or (3) the
percentage of the Market Maker’s quoted
size in the specified class that has been
executed (the ‘‘risk settings’’).5 When a
Market Maker has breached its risk
settings (i.e., has traded more than the
contract or volume limit or cumulative
percentage limit of a class during the
specified measurement interval), the
System will cancel all of the Market
Maker’s quotes in that class until the
Market Maker notifies the Exchange it
3 Rule 900.3NY(e) defines a Complex Order as
any order involving the simultaneous purchase
and/or sale of two or more different option series
in the same underlying security, for the same
account, in a ratio that is equal to or greater than
one-to-three (.333) and less than or equal to threeto-one (3.00) and for the purpose of executing [sic]
particular investment strategy. Per Rule 980NY, an
ECO is a Complex Order that has been entered into
the NYSE Amex Options System (‘‘System’’) for
execution. See Rule 980NY(preamble).
4 See Rule 928NY(b)(3), (c)(3) and (d)(3). Market
Makers are required to utilize one of the three risk
settings for their quotes. See Commentary .04 to
Rule 928NY. Market Makers and ATP Holders may
utilize the risk limitation mechanisms for certain
orders, but they are not required to do so. See, e.g.,
Rule 928NY(b)(1), (2); (c)(1), (c)(2).
5 See Rule 928NY(b)(3), (c)(3) and (d)(3). Market
Makers are required to utilize one of the three risk
settings for its quotes. See Commentary .04 to Rule
928NY.
E:\FR\FM\17AUN1.SGM
17AUN1
Agencies
[Federal Register Volume 81, Number 159 (Wednesday, August 17, 2016)]
[Notices]
[Pages 54891-54893]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-19576]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-78545; File No. SR-NYSEArca-2016-111]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Amend the NYSE
Arca Equities Schedule of Fees and Charges for Exchange Services
Related to Tier 1 and Cross Asset Tier 2 Fees and Credits for Orders
Executed on the Exchange, and Eliminate the Routable Retail Order Tier
August 11, 2016.
Pursuant to section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby given
that, on July 29, 2016, NYSE Arca, Inc. (the ``Exchange'' or ``NYSE
Arca'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the NYSE Arca Equities Schedule of
Fees and Charges for Exchange Services (the ``Fee Schedule'') related
to Tier 1 and Cross Asset Tier 2 fees and credits for orders executed
on the Exchange, and eliminate the Routable Retail Order Tier. The
proposed rule change is available on the Exchange's Web site at
www.nyse.com, at the principal office of the Exchange, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule related to Tier 1
and Cross Asset Tier 2 fees and credits for orders executed on the
Exchange.\4\ The Exchange also proposes to eliminate the Routable
Retail Order Tier. The Exchange proposes to implement the fee change
effective August 1, 2016.
---------------------------------------------------------------------------
\4\ The Tier 2 [sic] fees and credits are available for round
lots and odd lots with a per share price $1.00 or above.
---------------------------------------------------------------------------
Tier 1
Currently, ETP Holders and Market Makers qualify for Tier 1 fees
and credits by providing liquidity an average daily share volume per
month of 0.70% or more of the United States consolidated average daily
volume (``US CADV'').\5\ In Tape C Securities, ETP Holders and Market
Makers currently receive a credit of $0.0033 per share for orders that
provide liquidity to the Book and pay a fee of $0.0029 per share for
orders that take liquidity from the Book. The Exchange proposes to
amend the fees and credits applicable to ETP Holders and Market Makers
for orders executed in Tape C Securities. As proposed, ETP Holders and
Market Makers would receive a credit of $0.0032 per share for orders
that provide liquidity to the Book in Tape C Securities and would pay a
fee of $0.0030 per share for orders that take liquidity from the Book
in Tape C Securities. The Exchange is not proposing any other pricing
change in Tier 1.
---------------------------------------------------------------------------
\5\ US CADV would mean the United States Consolidated Average
Daily Volume for transactions reported to the Consolidated Tape,
excluding odd lots through January 31, 2014 (except for purposes of
Lead Market Maker pricing), and excludes volume on days when the
market closes early and on the date of the annual reconstitution of
the Russell Investments Indexes. Transactions that are not reported
to the Consolidated Tape are not included in US CADV. See Fee
Schedule, footnote 3.
---------------------------------------------------------------------------
Cross Asset Tier 2
Additionally, Cross Asset Tier 2 fees and credits currently apply
to ETP Holders and Market Makers that either (1) provide liquidity an
average daily volume share per month of 0.30% or more of the US CADV
and are affiliated with an OTP Holder or OTP Firm that provides an ADV
of electronic posted executions for the account of a market maker in
Penny Pilot issues on NYSE Arca Options (excluding mini options) of at
least 0.75% of total Customer equity and ETF option ADV as reported by
The Options Clearing Corporation (``OCC''), or (2) provide liquidity an
average daily volume share per month of 0.40% or more of the US CADV
and are affiliated with an OTP Holder or OTP Firm that provides an ADV
of electronic posted executions for the account of a market maker in
Penny Pilot issues on NYSE Arca Options (excluding mini options) of at
least 0.65% of total Customer equity and ETF option ADV as reported by
OCC. Such ETP Holders and Market Makers receive a credit of $0.0033 per
share for orders that provide liquidity to the Book in Tape C
Securities and pay a fee of $0.0029 per share for orders that take
liquidity from the Book in Tape C Securities. The Exchange proposes to
amend the fees and credits applicable to ETP Holders and Market Makers
for orders executed in Tape C Securities. As proposed, ETP Holders and
Market Makers would receive a credit of $0.0032 per share for orders
that provide liquidity to the Book in Tape C Securities and pay a fee
of $0.0030 per share for orders that take liquidity from the Book in
Tape C Securities.
Elimination of Obsolete Pricing
The Fee Schedule currently includes a pricing tier, Routable Retail
Order Tier, that has not encouraged ETP Holders and Market Makers to
increase their activity to qualify for this pricing tier as
significantly as the Exchange had anticipated it would. As a result,
the Exchange proposes to remove this pricing tier from the Fee
Schedule.
The proposed changes are not otherwise intended to address any
other problem, and the Exchange is not aware of any significant problem
that the affected market participants would have
[[Page 54892]]
in complying with the proposed changes.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with section 6(b) of the Act,\6\ in general, and furthers the
objectives of sections 6(b)(4) and 6(b)(5) of the Act,\7\ 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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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(4) and (5).
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Tier 1
The Exchange believes that the proposed change to increase the fee
from $0.0029 per share to $0.0030 per share and to lower the credit
from $0.0033 per share to $0.0032 per share for Tier 1 customers in
Tape C Securities is reasonable as it is comparable to fees charged and
credits paid by at least one other exchange, specifically, Bats BZX
Exchange, which charges a fee of $0.0030 per share for orders that
remove liquidity in Tape C Securities on that market,\8\ and provides a
credit that ranges between $0.0020 per share and $0.0032 per share,
depending on the amount of volume transacted.\9\ The Exchange believes
that the proposed fee change is equitable and not unfairly
discriminatory because the proposed fees and credits would apply
uniformly to all similarly situated ETP Holders and Market Makers and
would apply to all Tier 1 orders that add or take liquidity from the
Book in Tape C Securities. The Exchange believes that recalibrating the
fees and credits will continue to attract order flow to the Exchange,
thereby contributing to price discovery on the Exchange and benefiting
investors generally.
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\8\ See Fee Codes and Associated Fees, Bats BZX Exchange Fee
Schedule, at https://batstrading.com/support/fee_schedule/bzx/.
\9\ See Add Volume Tiers, Bats BZX Exchange Fee Schedule, at
https://batstrading.com/support/fee_schedule/bzx/.
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Cross Asset Tier 2
The Exchange believes that the proposed change to increase the fee
from $0.0029 per share to $0.0030 per share and to lower the credit
from $0.0033 per share to $0.0032 per share for Cross Asset Tier 2
customers in Tape C Securities is reasonable as it is comparable to
fees charged and credits paid by at least one other exchange,
specifically, Bats BZX Exchange, which charges a fee of $0.0030 per
share for orders that remove liquidity from that exchange in Tape C
Securities,\10\ and provides a lower cross-asset tier rebate of $0.0029
[sic] per share in Tape C Securities.\11\ The Exchange believes that
the proposed fee change is equitable and not unfairly discriminatory
because the proposed fees and credits would apply uniformly to all
similarly situated ETP Holders and Market Makers and would apply to all
Cross Asset Tier 2 orders that add or take liquidity from the Book in
Tape C Securities. The Exchange believes that recalibrating the fees
and credits will continue to attract order flow to the Exchange,
thereby contributing to price discovery on the Exchange and benefiting
investors generally.
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\10\ See Fee Codes and Associated Fees, Bats BZX Exchange Fee
Schedule, at https://batstrading.com/support/fee_schedule/bzx/.
\11\ See Add Volume Tiers, Bats BZX Exchange Fee Schedule, at
https://batstrading.com/support/fee_schedule/bzx/.
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Elimination of Obsolete Pricing
The Exchange believes that it is reasonable to eliminate the
obsolete pricing tier from the Fee Schedule because ETP Holders and
Market Makers have not increased their activity to qualify for the
Routable Retail Order Tier as significantly as the Exchange anticipated
they would. The Exchange believes that it is equitable and not unfairly
discriminatory to eliminate the Routable Retail Order Tier because, as
proposed, the pricing tier would be eliminated entirely--ETP Holders
and Market Makers would no longer be able to qualify for this pricing
tier. This aspect of the proposed change would therefore result in a
more streamlined Fee Schedule.
The Exchange believes that it is subject to significant competitive
forces, as described below in the Exchange's statement regarding the
burden on competition.
For the foregoing reasons, the Exchange believes that the proposal
is consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with section 6(b)(8) of the Act,\12\ the Exchange
believes that the proposed rule change would not impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act. The proposal to amend the level of fees and
credits applicable to Tier 1 customers in Tape C Securities and to
Cross Asset Tier 2 customers in Tape C Securities would not place a
burden on competition as the proposed changes are comparable to fees
and credits for Tape C Securities provided by at least one other
exchange.\13\ The Exchange believes that the proposed fee changes could
promote competition between the Exchange and other execution venues,
including those that currently offer comparable transaction pricing, by
encouraging additional orders to be sent to the Exchange for execution.
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\12\ 15 U.S.C. 78f(b)(8).
\13\ See supra, notes 8-11.
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Finally, 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 and rebates 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 and credits in
response, and because market participants may readily adjust their
order routing practices, the Exchange believes that the degree to which
fee changes in this market may impose any burden on competition is
extremely limited. As a result of all of these considerations, the
Exchange does not believe that the proposed changes will impair the
ability of ETP Holders or competing order execution venues to maintain
their competitive standing in the financial markets.
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) \14\ of the Act and subparagraph (f)(2) of Rule
19b-4 \15\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 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
[[Page 54893]]
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) \16\ of the Act to determine
whether the proposed rule change should be approved or disapproved.
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\16\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2016-111 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2016-111. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEArca-2016-111 and should
be submitted on or before September 7, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-19576 Filed 8-16-16; 8:45 am]
BILLING CODE 8011-01-P