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, 11076-11079 [2017-03183]
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11076
Federal Register / Vol. 82, No. 32 / Friday, February 17, 2017 / Notices
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1. Docket No(s).: R2017–5; Filing
Title: Notice of United States Postal
Service of Type 2 Rate Adjustment,
Notice of Filing Functionally Equivalent
Agreement, and Notice of Application
for Non-Public Treatment; Filing
Acceptance Date: February 10, 2017;
Filing Authority: 39 CFR 3010.40 et seq.;
Public Representative: Natalie R. Ward;
Comments Due: February 24, 2017.
This notice will be published in the
Federal Register.
Stacy L. Ruble,
Secretary.
BILLING CODE 7710–FW–P
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
mstockstill on DSK3G9T082PROD with NOTICES
February 13, 2017.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on January
30, 2017, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
Tape B Tiers
Currently, a Tape B Tier 1 credit of
$0.0030 per share 4 applies to ETP
Holders and Market Makers, that, on a
daily basis, measured monthly, directly
execute providing volume in Tape B
Securities during the billing month
(‘‘Tape B Adding ADV’’) that is equal to
at least 0.40% of US Tape B CADV over
the ETP Holder’s second quarter 2015
Tape B Adding ADV taken as a
percentage of Tape B CADV (‘‘Tape B
Baseline % CADV’’).
The Exchange proposes to revise the
threshold such that, to qualify for the
Tape B Tier 1 credit, providing volume
executed by ETP Holders and Market
Makers would no longer be measured
against the ETP Holder’s Tape B
baseline % CADV and would instead be
based on such ETP holder directly
executing providing volume in Tape B
Securities that is equal to at least 1.50%
4 Under the Basic Rate, ETP Holders receive a
credit of $0.0020 per share for Tape B orders that
provide liquidity to the Book.
2 15
17:38 Feb 16, 2017
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.
The Exchange proposes to amend the
Fee Schedule, as described below, and
implement the fee changes on February
1, 2017.
[Release No. 34–80032; File No. SR–
NYSEARCA–2017–10]
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
SECURITIES AND EXCHANGE
COMMISSION
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
The Exchange proposes to amend the
NYSE Arca Equities Schedule of Fees
and Charges for Exchange Services. The
Exchange proposes to implement the fee
changes effective February 1, 2017. 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.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2017–03151 Filed 2–16–17; 8:45 am]
1 15
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
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of US Tape B CADV for the billing
month.
The Exchange is not proposing any
change to the level of Tape B Tier 1
credits.
Secondly, the Exchange proposes to
introduce an alternative method of
qualifying for Tape B Tier 2 credits.
Currently, a Tape B Tier 2 credit of
$0.0028 per share 5 applies to ETP
Holders and Market Makers, that, on a
daily basis, measured monthly, directly
execute Tape B Adding ADV that is
equal to at least 0.20% of the US Tape
B CADV over the ETP Holder’s or
Market Maker’s Tape B Baseline %
CADV. As proposed, ETP Holders and
Market Makers could alternatively
qualify for the Tape B Tier 2 credit by
directly executing Tape B Adding ADV
that is equal to at least 1.0% of the US
Tape B CADV. The Exchange believes
that, by providing for an additional
method of qualifying for Tape B Tier 2,
this proposed change will provide a
greater incentive to attract additional
liquidity in Tape B Securities so as to
qualify for the Tape B Tier 2 credit.
The Exchange is not proposing any
change to the level of Tape B Tier 2
credits.
Tape C Tier
The Exchange proposes to introduce a
new pricing tier level—Tape C Tier—for
securities with a per share price above
$1.00.
As proposed, a new Tape C Tier credit
of $0.0002 per share 6 would be
applicable to ETP Holders and Market
Makers, that, on a daily basis, measured
monthly, directly execute providing
volume in Tape C Securities during the
billing month (‘‘Tape C Adding ADV’’)
that is equal to at least 0.10% of US
Tape C CADV over the ETP Holder’s or
Market Maker’s fourth quarter 2016
Tape C Adding ADV taken as a
percentage of Tape C CADV.7 For
example, if an ETP Holder’s Tape C
Baseline % CADV during fourth quarter
2016 was 0.500%, the ETP Holder
5 Under the Basic Rate, ETP Holders receive a
credit of $0.0020 per share for Tape B orders that
provide liquidity to the Book.
6 Under the Basic Rate, ETP Holders receive a
credit of $0.0020 per share for Tape C orders that
provide liquidity to the Book.
7 The Exchange proposes to use the same
definition of US CADV for purposes of the proposed
Tape C Tier. Specifically, U.S. CADV means 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 U.S. CADV. See Fee Schedule,
Footnote 3.
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would need a Tape C Adding ADV of at
least 0.600% in order to qualify for the
proposed Tape C Tier credit of $0.0002
per share (i.e., 0.500% Tape C Baseline
% CADV plus 0.100% of the US Tape
C CADV for the billing month).8 The
credit provided under the proposed
Tape C Tier would be in addition to the
ETP Holder’s Tiered or Basic Rate
credit(s); provided, however, that such
combined credit would not be permitted
to exceed $0.0031 per share.
Finally, for ETP Holders that qualify
for the proposed new Tape C Tier,
Tiered or Basic Rates would apply to all
other fees and credits, based on a firm’s
qualifying levels, and if an ETP Holder
qualifies for more than one tier in the
Fee Schedule, the Exchange would
apply the most favorable rate available
under such tiers.
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Deletion of the ‘‘P’’ Modifier
On April 30, 2015, the Exchange filed
the first of a number of proposed rule
changes (the ‘‘first Pillar filing’’) to
adopt new equity trading rules to reflect
the implementation of Pillar, the
Exchange’s new integrated trading
technology platform designed to use a
single specification for connecting to the
equities and options markets operated
by NYSE Arca and its affiliates, New
York Stock Exchange LLC and NYSE
MKT LLC.9 The Commission approved
the first Pillar filing, including the
interim use of the ‘‘P’’ modifier.10 The
Exchange also previously filed a
proposed rule change to amend its Fee
Schedule to adopt references that would
be applicable during the migration to
Pillar,11 including the adoption of the
‘‘P’’ modifier, where applicable, to the
Fee Schedule.12
Once the migration of securities to
Pillar was completed, the Exchange
8 The Exchange recognizes that a firm that
becomes an ETP Holder or Market Maker after the
Baseline Month would have a Tape C Baseline ADV
of zero. In this regard, a new ETP Holder or Market
Maker would need to have a Tape C Adding ADV
during the billing month of no less than 0.100% of
US Tape C CADV for the $0.0002 per share credit
to apply.
9 See Securities Exchange Act Release No. 74951
(May 13, 2015), 80 FR 28721 (May 19, 2015) (SR–
NYSEArca–2015–38) (notice of filing of proposed
rule change adopting new equity trading rules
relating to trading sessions, order ranking and
display, and order execution, and the use of the ‘‘P’’
modifier).
10 See Securities Exchange Act Release No. 75494
(July 20, 2015), 80 FR 44170 (July 24, 2015) (SR–
NYSEArca–2015–38) (approval of proposed rule
change adopting new equity trading rules relating
to trading sessions, order ranking and display, and
order execution, and the use of ‘‘P’’ modifier).
11 See Securities Exchange Act Release Nos.
77124 (February 12, 2016), 81 FR 8548 (February
19, 2016) (SR–NYSEArca–2016–18); and 77588
(April 12, 2016), 81 FR 22676 (April 18, 2016) (SR–
NYSEArca–2016–54) (‘‘Pillar Fee Filings’’).
12 Id.
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17:38 Feb 16, 2017
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filed a proposed rule change to amend
the Fee Schedule to remove references
adopted in the Pillar Fee Filings,13 with
exception to references to the ‘‘P’’
modifier as the ‘‘P’’ modified rules
remained in effect at that time. The
Exchange has since amended its rules
to, among other things, delete the ‘‘P’’
modifier,14 and now proposes to delete
references to the ‘‘P’’ modifier from the
Fee Schedule.
Deletion of Obsolete Fee Language
In September 2016, the Exchange filed
a proposed rule change to adopt a new
Step Up pricing tier.15 The Step Up Tier
Filing adopted lower requirements for
ETP Holders and Market Makers to
qualify for the Step Up Tier credits for
the months of September 2016 and
October 2016. The Exchange previously
filed a proposed rule change to delete
from the Fee Schedule reference to the
Step Up Tier credits applicable to ETP
Holders and Market Makers for the
month of September 2016,16 and now
proposes to delete from the Fee
Schedule reference to the Step Up Tier
credits applicable to ETP Holders and
Market Makers for the month of October
2016 as that language is now obsolete.
The proposed changes are not
otherwise intended to address any other
issues, and the Exchange is not aware of
any significant problems that market
participants would have 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,17 in general, and
furthers the objectives of Sections
6(b)(4) and (5) of the Act,18 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.
Tape B Tiers
The Exchange believes the proposed
changes to the Tape B Tiers are
13 See
Securities Exchange Act Release No. 77925
(May 26, 2016), 81 FR 35412 (June 2, 2016) (SR–
NYSEArca–2016–78).
14 See Securities Exchange Act Release No. 79078
(October 11, 2016), 81 FR 71559 (October 17, 2016)
(SR–NYSEArca–2016–135).
15 See Securities Exchange Act Release No. 78892
(September 21, 2016), 81 FR 66315 (September 27,
2016) (SR–NYSEArca–2016–128) (the ‘‘Step Up Tier
Filing’’).
16 See Securities Exchange Act Release No. 79054
(October 5, 2016), 81 FR 70473 (October 12, 2016)
(SR–NYSEArca–2016–137).
17 15 U.S.C. 78f(b).
18 15 U.S.C. 78f(b)(4) and (5).
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11077
reasonable and equitably allocated
because they would apply to ETP
Holders and Market Makers that provide
liquidity to the Exchange and are
designed to incentivize these market
participants to increase the orders sent
directly to the Exchange and therefore
provide liquidity that supports the
quality of price discovery and promotes
market transparency. The Exchange
believes the Tape B Tiers are equitable
because they are open to all similarly
situated ETP Holders and Market
Makers on an equal basis and provide
credits that are reasonably related to the
value of an exchange’s market quality
associated with higher volumes.
The Exchange believes that the
proposed thresholds for qualifying for
Tape B Tiers are reasonable because
they are designed to encourage
increased trading activity on the NYSE
Arca equity market. The Exchange
believes it is reasonable, equitable and
not unfairly discriminatory to require
ETP Holders and Market Makers to meet
the higher threshold to qualify for the
Tape B Tier 1 credit because doing so
would result in a higher credit paid to
such participants. Further, ETP Holders
and Market Makers that do not meet the
proposed threshold for the Tape B Tier
1 can also avail themselves to the Tape
B Tier 2 credit, which while providing
for a lower credit, also has lower
requirements to qualify for such credit.
Further, pursuant to this proposed rule
change, ETP Holders and Market Makers
will now be able to alternatively qualify
for the Tape B Tier 2 credit.
The proposed new method of
qualifying for the Tape B Tier 2 credit
is also equitable and not unfairly
discriminatory because it would be
available to all ETP Holders and Market
Makers on an equal and nondiscriminatory basis. In this regard, the
Exchange notes that ETP Holders and
Market Makers that do not meet the
proposed alternative method would
continue to have the opportunity to
qualify for the Tape B Tier 2 credit by
satisfying the existing requirement,
which would not change as a result of
this proposal.
Tape C Tier
The Exchange believes the proposed
Tape C Tier is reasonable and equitably
allocated because it would apply to ETP
Holders and Market Makers that provide
liquidity in Tape C Securities to the
Exchange and is designed to incentivize
these market participants to increase the
orders sent directly to the Exchange and
therefore provide liquidity that supports
the quality of price discovery and
promotes market transparency. The
Exchange believes the new Tape C Tier
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is equitable because it would be
available to all similarly situated ETP
Holders and Market Makers on an equal
basis and provides a credit that is
reasonably related to the value of an
exchange’s market quality associated
with higher volumes. The Exchange
further believes that the proposed Tape
C Tier is reasonable, equitable and not
unfairly discriminatory because the
Exchange has previously implemented
pricing tiers that target a particular
segment of securities, such as Tape A
and Tape B Securities.
The Exchange further believes that it
is equitable and not unfairly
discriminatory that the proposed
$0.0002 credit under the Tape C Tier
would not be permitted to exceed
$0.0031 per share when combined with
other credits available to ETP Holders
under other tiers specified in the Fee
Schedule because the ETP Holders that
qualify for these specified tiers would
already receive a higher credit for such
executions.
The Exchange believes that the
proposed rule change regarding Tape B
and Tape C credits would create an
added incentive for ETP Holders and
Market Makers to execute additional
orders on the Exchange. The Exchange
believes that the proposed change is
equitable and not unfairly
discriminatory because providing
incentives for orders in exchange-listed
securities that are executed on a
registered national securities exchange
(rather than relying on certain available
off-exchange execution methods) would
contribute to investors’ confidence in
the fairness of their transactions and
would benefit all investors by
deepening the Exchange’s liquidity
pool, supporting the quality of price
discovery, promoting market
transparency and improving investor
protection.
Volume-based rebates and fees such
as the ones currently in place on the
Exchange, and as proposed herein, have
been widely adopted in the cash
equities markets and are equitable
because they are open to all ETP
Holders and Market Makers on an equal
basis and provide additional benefits or
discounts that are reasonably related to
the value to an exchange’s market
quality associated with higher levels of
market activity, such as higher levels of
liquidity provision and/or growth
patterns, and introduction of higher
volumes of orders into the price and
volume discovery processes. The
Exchange believes that the proposed
amendment to Tape B Tiers and the
introduction of Tape C Tier will provide
such enhancements in market quality on
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17:38 Feb 16, 2017
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the Exchange’s equity market by
incentivizing increased participation.
Deletion of the ‘‘P’’ Modifier
The Exchange believes that the
proposed changes to the Fee Schedule
to delete the ‘‘P’’ modifier from rules
referenced in the Fee Schedule is
reasonable, equitable and not unfairly
discriminatory because the changes are
intended to add clarity to the Fee
Schedule and avoid investor confusion,
which is in the public interest. The ‘‘P’’
modifier, which is no longer necessary,
was intended to distinguish the Pillar
trading rules from the now obsolete
rules during the transitional period to a
single trading platform and a single set
of rules governing trading, would
remove impediments to and perfect the
mechanism of a national market system
because these proposed changes would
add greater clarity to the Exchange’s
rules and promote market transparency
and efficiency.
Deletion of Obsolete Fee Language
The Exchange believes that it is
reasonable, equitable and not unfairly
discriminatory to delete reference to
obsolete fees from the Fee Schedule.
The Step Up Tier Filing adopted lower
requirements for ETP Holders and
Market Makers to qualify for the Step
Up Tier credits for the month of October
2016. Given that October 2016 has now
passed, the Exchange believes deletion
of the outdated language will bring
clarity to the Fee Schedule.
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,19 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. Instead, the
Exchange believes that the proposal to
revise the threshold to qualify for Tape
B credits and the addition of a new Tape
C credit would encourage the
submission of additional liquidity to a
public exchange, thereby promoting
price discovery and transparency and
enhancing order execution
opportunities for ETP Holders and
Market Makers. The Exchange believes
that this could promote competition
between the Exchange and other
execution venues, including those that
currently offer similar order types and
comparable transaction pricing, by
encouraging additional orders to be sent
to the Exchange for execution.
With respect to the changes related to
the renaming of order types [sic] on
Pillar, the proposed changes are not
designed to address any competitive
issue but rather provide the public and
investors with a Fee Schedule that is
transparent.
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) 20 of the Act and
subparagraph (f)(2) of Rule 19b–4 21
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
20 15
19 15
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U.S.C. 78f(b)(8).
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21 17
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U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
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Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 22 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 rule-comments@
sec.gov. Please include File Number SR–
NYSEARCA–2017–10 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEARCA–2017–10. 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–
22 15
U.S.C. 78s(b)(2)(B).
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17:38 Feb 16, 2017
NYSEARCA–2017–10 and should be
submitted on or before March 10, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–03183 Filed 2–16–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
32477; 812–14743]
General Electric Company and GE
Capital International Holdings Limited;
Notice of Application
February 13, 2017.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of an application under
section 6(c) of the Investment Company
Act of 1940 (‘‘Act’’).
AGENCY:
General
Electric Company (‘‘GE’’) and GE
Capital International Holdings Limited
(‘‘European Holdco’’) request an order
under section 6(c) of the Act exempting
European Holdco from all provisions of
the Act during the period from the date
of the requested order to the earlier of
(a) three years from such date and (b)
the completion of the sales process
described in the application
(‘‘Exemption Period’’).
APPLICANTS: GE and European Holdco.
FILING DATES: The application was filed
on February 10, 2017.
HEARING OR NOTIFICATION OF HEARING:
An order granting the application will
be issued unless the Commission orders
a hearing. Interested persons may
request a hearing by writing to the
Commission’s Secretary and serving
applicant with a copy of the request,
personally or by mail. Hearing requests
should be received by the Commission
by 5:30 p.m. on March 10, 2017, and
should be accompanied by proof of
service on applicant, in the form of an
affidavit or, for lawyers, a certificate of
service. Hearing requests should state
the nature of the writer’s interest, the
reason for the request, and the issues
contested. Persons who wish to be
notified of a hearing may request
notification by writing to the
Commission’s Secretary.
ADDRESSES: Secretary, U.S. Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090;
SUMMARY OF APPLICATION:
23 17
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CFR 200.30–3(a)(12).
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11079
Applicants: 299 Park Avenue, New
York, NY 10171.
FOR FURTHER INFORMATION CONTACT:
Steven I. Amchan, Senior Counsel, at
(202) 551–6826, or Daniele Marchesani,
Assistant Chief Counsel, at (202) 551–
6821 (Division of Investment
Management, Chief Counsel’s Office).
SUPPLEMENTARY INFORMATION: The
following is a summary of the
application. The complete application
may be obtained via the Commission’s
Web site by searching for the file
number, or the applicant using the
Company name box, at https://
www.sec.gov/search/search.htm or by
calling (202) 551–8090.
Applicants’ Representations
1. GE, a New York corporation, is one
of the largest and most diversified
infrastructure and financial services
corporations in the world. Its products
and services range from aircraft engines,
power generation, oil and gas
production equipment and household
appliances to medical imaging, business
and consumer financing, and industrial
products. Applicants state that GE is not
an investment company as defined in
section 3(a) of the Act.
2. European Holdco, a UK limited
company and a wholly-owned
subsidiary of GE, is the successor to the
former General Electric Capital
Corporation (‘‘Old GE Capital’’) with
respect to various foreign businesses
formerly held by Old GE Capital.
European Holdco, directly or through its
majority-owned subsidiaries, engages in
financing activities primarily for midsized companies within the industries
in which GE provides its services.
3. On April 10, 2015, GE announced
a plan to reduce the size of its financial
services businesses through the sale of
most of the assets of Old GE Capital over
the next 24 months and to focus on the
continued investment and growth of
GE’s industrial businesses. As part of
this plan, Old GE Capital’s businesses
were reorganized principally into
European Holdco and a separate U.S.
holding company (the
‘‘Reorganization’’), with the non-U.S.
businesses being contributed to
European Holdco.1 The non-U.S.
businesses transferred from Old GE
Capital to European Holdco include,
among others, (i) banking, (ii)
equipment financing, (iii) inventory
financing, (iv) factoring, (v) automobile
1 As part of the plan to restructure and reduce the
Old GE Capital business, Old GE Capital formed a
finance subsidiary (‘‘FinCo’’), whose primary
purpose is to finance the operations of GE’s foreign
subsidiaries.
E:\FR\FM\17FEN1.SGM
17FEN1
Agencies
[Federal Register Volume 82, Number 32 (Friday, February 17, 2017)]
[Notices]
[Pages 11076-11079]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-03183]
=======================================================================
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80032; File No. SR-NYSEARCA-2017-10]
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
February 13, 2017.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on January 30, 2017, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``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.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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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 Exchange proposes to
implement the fee changes effective February 1, 2017. 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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule, as described
below, and implement the fee changes on February 1, 2017.
Tape B Tiers
Currently, a Tape B Tier 1 credit of $0.0030 per share \4\ applies
to ETP Holders and Market Makers, that, on a daily basis, measured
monthly, directly execute providing volume in Tape B Securities during
the billing month (``Tape B Adding ADV'') that is equal to at least
0.40% of US Tape B CADV over the ETP Holder's second quarter 2015 Tape
B Adding ADV taken as a percentage of Tape B CADV (``Tape B Baseline %
CADV'').
---------------------------------------------------------------------------
\4\ Under the Basic Rate, ETP Holders receive a credit of
$0.0020 per share for Tape B orders that provide liquidity to the
Book.
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The Exchange proposes to revise the threshold such that, to qualify
for the Tape B Tier 1 credit, providing volume executed by ETP Holders
and Market Makers would no longer be measured against the ETP Holder's
Tape B baseline % CADV and would instead be based on such ETP holder
directly executing providing volume in Tape B Securities that is equal
to at least 1.50% of US Tape B CADV for the billing month.
The Exchange is not proposing any change to the level of Tape B
Tier 1 credits.
Secondly, the Exchange proposes to introduce an alternative method
of qualifying for Tape B Tier 2 credits. Currently, a Tape B Tier 2
credit of $0.0028 per share \5\ applies to ETP Holders and Market
Makers, that, on a daily basis, measured monthly, directly execute Tape
B Adding ADV that is equal to at least 0.20% of the US Tape B CADV over
the ETP Holder's or Market Maker's Tape B Baseline % CADV. As proposed,
ETP Holders and Market Makers could alternatively qualify for the Tape
B Tier 2 credit by directly executing Tape B Adding ADV that is equal
to at least 1.0% of the US Tape B CADV. The Exchange believes that, by
providing for an additional method of qualifying for Tape B Tier 2,
this proposed change will provide a greater incentive to attract
additional liquidity in Tape B Securities so as to qualify for the Tape
B Tier 2 credit.
---------------------------------------------------------------------------
\5\ Under the Basic Rate, ETP Holders receive a credit of
$0.0020 per share for Tape B orders that provide liquidity to the
Book.
---------------------------------------------------------------------------
The Exchange is not proposing any change to the level of Tape B
Tier 2 credits.
Tape C Tier
The Exchange proposes to introduce a new pricing tier level--Tape C
Tier--for securities with a per share price above $1.00.
As proposed, a new Tape C Tier credit of $0.0002 per share \6\
would be applicable to ETP Holders and Market Makers, that, on a daily
basis, measured monthly, directly execute providing volume in Tape C
Securities during the billing month (``Tape C Adding ADV'') that is
equal to at least 0.10% of US Tape C CADV over the ETP Holder's or
Market Maker's fourth quarter 2016 Tape C Adding ADV taken as a
percentage of Tape C CADV.\7\ For example, if an ETP Holder's Tape C
Baseline % CADV during fourth quarter 2016 was 0.500%, the ETP Holder
[[Page 11077]]
would need a Tape C Adding ADV of at least 0.600% in order to qualify
for the proposed Tape C Tier credit of $0.0002 per share (i.e., 0.500%
Tape C Baseline % CADV plus 0.100% of the US Tape C CADV for the
billing month).\8\ The credit provided under the proposed Tape C Tier
would be in addition to the ETP Holder's Tiered or Basic Rate
credit(s); provided, however, that such combined credit would not be
permitted to exceed $0.0031 per share.
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\6\ Under the Basic Rate, ETP Holders receive a credit of
$0.0020 per share for Tape C orders that provide liquidity to the
Book.
\7\ The Exchange proposes to use the same definition of US CADV
for purposes of the proposed Tape C Tier. Specifically, U.S. CADV
means 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 U.S. CADV. See Fee Schedule,
Footnote 3.
\8\ The Exchange recognizes that a firm that becomes an ETP
Holder or Market Maker after the Baseline Month would have a Tape C
Baseline ADV of zero. In this regard, a new ETP Holder or Market
Maker would need to have a Tape C Adding ADV during the billing
month of no less than 0.100% of US Tape C CADV for the $0.0002 per
share credit to apply.
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Finally, for ETP Holders that qualify for the proposed new Tape C
Tier, Tiered or Basic Rates would apply to all other fees and credits,
based on a firm's qualifying levels, and if an ETP Holder qualifies for
more than one tier in the Fee Schedule, the Exchange would apply the
most favorable rate available under such tiers.
Deletion of the ``P'' Modifier
On April 30, 2015, the Exchange filed the first of a number of
proposed rule changes (the ``first Pillar filing'') to adopt new equity
trading rules to reflect the implementation of Pillar, the Exchange's
new integrated trading technology platform designed to use a single
specification for connecting to the equities and options markets
operated by NYSE Arca and its affiliates, New York Stock Exchange LLC
and NYSE MKT LLC.\9\ The Commission approved the first Pillar filing,
including the interim use of the ``P'' modifier.\10\ The Exchange also
previously filed a proposed rule change to amend its Fee Schedule to
adopt references that would be applicable during the migration to
Pillar,\11\ including the adoption of the ``P'' modifier, where
applicable, to the Fee Schedule.\12\
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\9\ See Securities Exchange Act Release No. 74951 (May 13,
2015), 80 FR 28721 (May 19, 2015) (SR-NYSEArca-2015-38) (notice of
filing of proposed rule change adopting new equity trading rules
relating to trading sessions, order ranking and display, and order
execution, and the use of the ``P'' modifier).
\10\ See Securities Exchange Act Release No. 75494 (July 20,
2015), 80 FR 44170 (July 24, 2015) (SR-NYSEArca-2015-38) (approval
of proposed rule change adopting new equity trading rules relating
to trading sessions, order ranking and display, and order execution,
and the use of ``P'' modifier).
\11\ See Securities Exchange Act Release Nos. 77124 (February
12, 2016), 81 FR 8548 (February 19, 2016) (SR-NYSEArca-2016-18); and
77588 (April 12, 2016), 81 FR 22676 (April 18, 2016) (SR-NYSEArca-
2016-54) (``Pillar Fee Filings'').
\12\ Id.
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Once the migration of securities to Pillar was completed, the
Exchange filed a proposed rule change to amend the Fee Schedule to
remove references adopted in the Pillar Fee Filings,\13\ with exception
to references to the ``P'' modifier as the ``P'' modified rules
remained in effect at that time. The Exchange has since amended its
rules to, among other things, delete the ``P'' modifier,\14\ and now
proposes to delete references to the ``P'' modifier from the Fee
Schedule.
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\13\ See Securities Exchange Act Release No. 77925 (May 26,
2016), 81 FR 35412 (June 2, 2016) (SR-NYSEArca-2016-78).
\14\ See Securities Exchange Act Release No. 79078 (October 11,
2016), 81 FR 71559 (October 17, 2016) (SR-NYSEArca-2016-135).
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Deletion of Obsolete Fee Language
In September 2016, the Exchange filed a proposed rule change to
adopt a new Step Up pricing tier.\15\ The Step Up Tier Filing adopted
lower requirements for ETP Holders and Market Makers to qualify for the
Step Up Tier credits for the months of September 2016 and October 2016.
The Exchange previously filed a proposed rule change to delete from the
Fee Schedule reference to the Step Up Tier credits applicable to ETP
Holders and Market Makers for the month of September 2016,\16\ and now
proposes to delete from the Fee Schedule reference to the Step Up Tier
credits applicable to ETP Holders and Market Makers for the month of
October 2016 as that language is now obsolete.
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\15\ See Securities Exchange Act Release No. 78892 (September
21, 2016), 81 FR 66315 (September 27, 2016) (SR-NYSEArca-2016-128)
(the ``Step Up Tier Filing'').
\16\ See Securities Exchange Act Release No. 79054 (October 5,
2016), 81 FR 70473 (October 12, 2016) (SR-NYSEArca-2016-137).
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The proposed changes are not otherwise intended to address any
other issues, and the Exchange is not aware of any significant problems
that market participants would have 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,\17\ in general, and furthers the
objectives of Sections 6(b)(4) and (5) of the Act,\18\ 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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\17\ 15 U.S.C. 78f(b).
\18\ 15 U.S.C. 78f(b)(4) and (5).
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Tape B Tiers
The Exchange believes the proposed changes to the Tape B Tiers are
reasonable and equitably allocated because they would apply to ETP
Holders and Market Makers that provide liquidity to the Exchange and
are designed to incentivize these market participants to increase the
orders sent directly to the Exchange and therefore provide liquidity
that supports the quality of price discovery and promotes market
transparency. The Exchange believes the Tape B Tiers are equitable
because they are open to all similarly situated ETP Holders and Market
Makers on an equal basis and provide credits that are reasonably
related to the value of an exchange's market quality associated with
higher volumes.
The Exchange believes that the proposed thresholds for qualifying
for Tape B Tiers are reasonable because they are designed to encourage
increased trading activity on the NYSE Arca equity market. The Exchange
believes it is reasonable, equitable and not unfairly discriminatory to
require ETP Holders and Market Makers to meet the higher threshold to
qualify for the Tape B Tier 1 credit because doing so would result in a
higher credit paid to such participants. Further, ETP Holders and
Market Makers that do not meet the proposed threshold for the Tape B
Tier 1 can also avail themselves to the Tape B Tier 2 credit, which
while providing for a lower credit, also has lower requirements to
qualify for such credit. Further, pursuant to this proposed rule
change, ETP Holders and Market Makers will now be able to alternatively
qualify for the Tape B Tier 2 credit.
The proposed new method of qualifying for the Tape B Tier 2 credit
is also equitable and not unfairly discriminatory because it would be
available to all ETP Holders and Market Makers on an equal and non-
discriminatory basis. In this regard, the Exchange notes that ETP
Holders and Market Makers that do not meet the proposed alternative
method would continue to have the opportunity to qualify for the Tape B
Tier 2 credit by satisfying the existing requirement, which would not
change as a result of this proposal.
Tape C Tier
The Exchange believes the proposed Tape C Tier is reasonable and
equitably allocated because it would apply to ETP Holders and Market
Makers that provide liquidity in Tape C Securities to the Exchange and
is designed to incentivize these market participants to increase the
orders sent directly to the Exchange and therefore provide liquidity
that supports the quality of price discovery and promotes market
transparency. The Exchange believes the new Tape C Tier
[[Page 11078]]
is equitable because it would be available to all similarly situated
ETP Holders and Market Makers on an equal basis and provides a credit
that is reasonably related to the value of an exchange's market quality
associated with higher volumes. The Exchange further believes that the
proposed Tape C Tier is reasonable, equitable and not unfairly
discriminatory because the Exchange has previously implemented pricing
tiers that target a particular segment of securities, such as Tape A
and Tape B Securities.
The Exchange further believes that it is equitable and not unfairly
discriminatory that the proposed $0.0002 credit under the Tape C Tier
would not be permitted to exceed $0.0031 per share when combined with
other credits available to ETP Holders under other tiers specified in
the Fee Schedule because the ETP Holders that qualify for these
specified tiers would already receive a higher credit for such
executions.
The Exchange believes that the proposed rule change regarding Tape
B and Tape C credits would create an added incentive for ETP Holders
and Market Makers to execute additional orders on the Exchange. The
Exchange believes that the proposed change is equitable and not
unfairly discriminatory because providing incentives for orders in
exchange-listed securities that are executed on a registered national
securities exchange (rather than relying on certain available off-
exchange execution methods) would contribute to investors' confidence
in the fairness of their transactions and would benefit all investors
by deepening the Exchange's liquidity pool, supporting the quality of
price discovery, promoting market transparency and improving investor
protection.
Volume-based rebates and fees such as the ones currently in place
on the Exchange, and as proposed herein, have been widely adopted in
the cash equities markets and are equitable because they are open to
all ETP Holders and Market Makers on an equal basis and provide
additional benefits or discounts that are reasonably related to the
value to an exchange's market quality associated with higher levels of
market activity, such as higher levels of liquidity provision and/or
growth patterns, and introduction of higher volumes of orders into the
price and volume discovery processes. The Exchange believes that the
proposed amendment to Tape B Tiers and the introduction of Tape C Tier
will provide such enhancements in market quality on the Exchange's
equity market by incentivizing increased participation.
Deletion of the ``P'' Modifier
The Exchange believes that the proposed changes to the Fee Schedule
to delete the ``P'' modifier from rules referenced in the Fee Schedule
is reasonable, equitable and not unfairly discriminatory because the
changes are intended to add clarity to the Fee Schedule and avoid
investor confusion, which is in the public interest. The ``P''
modifier, which is no longer necessary, was intended to distinguish the
Pillar trading rules from the now obsolete rules during the
transitional period to a single trading platform and a single set of
rules governing trading, would remove impediments to and perfect the
mechanism of a national market system because these proposed changes
would add greater clarity to the Exchange's rules and promote market
transparency and efficiency.
Deletion of Obsolete Fee Language
The Exchange believes that it is reasonable, equitable and not
unfairly discriminatory to delete reference to obsolete fees from the
Fee Schedule. The Step Up Tier Filing adopted lower requirements for
ETP Holders and Market Makers to qualify for the Step Up Tier credits
for the month of October 2016. Given that October 2016 has now passed,
the Exchange believes deletion of the outdated language will bring
clarity to the Fee Schedule.
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,\19\ 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. Instead, the Exchange believes that the proposal
to revise the threshold to qualify for Tape B credits and the addition
of a new Tape C credit would encourage the submission of additional
liquidity to a public exchange, thereby promoting price discovery and
transparency and enhancing order execution opportunities for ETP
Holders and Market Makers. The Exchange believes that this could
promote competition between the Exchange and other execution venues,
including those that currently offer similar order types and comparable
transaction pricing, by encouraging additional orders to be sent to the
Exchange for execution.
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\19\ 15 U.S.C. 78f(b)(8).
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With respect to the changes related to the renaming of order types
[sic] on Pillar, the proposed changes are not designed to address any
competitive issue but rather provide the public and investors with a
Fee Schedule that is transparent.
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) \20\ of the Act and subparagraph (f)(2) of Rule
19b-4 \21\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\20\ 15 U.S.C. 78s(b)(3)(A).
\21\ 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
[[Page 11079]]
Commission takes such action, the Commission shall institute
proceedings under Section 19(b)(2)(B) \22\ of the Act to determine
whether the proposed rule change should be approved or disapproved.
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\22\ 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-2017-10 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEARCA-2017-10. 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-2017-10 and should
be submitted on or before March 10, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\23\
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\23\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-03183 Filed 2-16-17; 8:45 am]
BILLING CODE 8011-01-P