Self-Regulatory Organizations; Bats EDGA Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Related to Fees, 13887-13889 [2017-05088]
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Federal Register / Vol. 82, No. 49 / Wednesday, March 15, 2017 / Notices
Exchange will lose market share as a
result. Accordingly, the Exchange does
not believe that the proposed changes
will impair the ability of members 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 either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.9
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
asabaliauskas on DSK3SPTVN1PROD with NOTICES2
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–
NASDAQ–2017–026 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–NASDAQ–2017–026. 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–
NASDAQ–2017–026, and should be
submitted on or before April 5, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–05081 Filed 3–14–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80187; File No. SRBatsEDGA–2017–04]
Self-Regulatory Organizations; Bats
EDGA Exchange, Inc.; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change Related to Fees
March 9, 2017.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
28, 2017, Bats EDGA Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGA’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the Exchange. The Exchange has
designated the proposed rule change as
one establishing or changing a member
due, fee, or other charge imposed by the
Exchange under Section 19(b)(3)(A)(ii)
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
9 15
U.S.C. 78s(b)(3)(A)(ii).
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13887
of the Act 3 and Rule 19b–4(f)(2)
thereunder,4 which renders the
proposed rule change effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend the fee schedule applicable to
Members 5 and non-members of the
Exchange pursuant to EDGA Rules
15.1(a) and (c).
The text of the proposed rule change
is available at the Exchange’s Web site
at www.bats.com, at the principal office
of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
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 modify its
fee schedule to enhance its pricing for
orders executed at the midpoint of the
National Best Bid and Offer (‘‘NBBO’’)
by: (i) Adopting new fee codes MM and
MT; (ii) modifying footnote 2 to reflect
new fee codes MM and MT; and (iii)
adding two new tiers under new
footnote 13, entitled ‘‘Midpoint Add
and Remove Tiers.’’
Fee Codes MM and MT
The Exchange proposes to amend its
fee schedule to add two new fee codes,
MM and MT. Fee code MM would be
appended to non-displayed orders that
add liquidity at the midpoint of the
NBBO. Fee code MT would be
3 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
5 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer that has been admitted
to membership in the Exchange.’’ See Exchange
Rule 1.5(n).
4 17
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Federal Register / Vol. 82, No. 49 / Wednesday, March 15, 2017 / Notices
asabaliauskas on DSK3SPTVN1PROD with NOTICES2
appended to non-displayed orders that
remove liquidity at the midpoint of the
NBBO. Orders that yield fee code MT
[sic] or MT would be charged a reduced
fee of $0.0008 per share in securities
priced at or above $1.00 and 0.08% of
the total dollar value of the order for
securities priced below $1.00 per share.
In addition, the Exchange proposes to
expand the volume requirements for fee
codes HA 6 and HR 7 under footnote 2 of
the fee schedule to include proposed fee
codes MM an MT. Footnote 2 currently
states that rates for fee codes HA and HR
are contingent upon Member adding or
removing an ADV of at least 1,000,000
shares non-displayed (hidden) (yields
fee codes HA, HR, DM, DT and RP) or
Member adding an ADV of at least
8,000,000 shares (displayed and nondisplayed). Footnote 2 further states that
for securities priced at or above $1.00,
Members not meeting either minimum
will be charged $0.0030 per share for fee
codes HA and HR. For securities priced
below $1.00, Members not meeting
either minimum will be charged 0.30%
of the dollar value of the transaction.
The Exchange proposes to amend
footnote 2 of the fee schedule to state
that the Exchange will assess a charge
of $0.0030 per share for Member’ orders
that yield fee codes MM or MT in
securities over $1.00 and a fee of 0.30%
of the dollar value of the transaction for
Members’ orders that yield Flags MM or
MT in securities priced below $1.00
where Members do not satisfy the
volume requirement of the footnote 2.
Therefore, the Exchange proposes to
revise footnote 2 to state, ‘‘[r]ates for fee
codes HA and HR, MM and MT are
contingent upon Member adding or
removing an ADV of at least 1,000,000
shares non-displayed (hidden) (yields
fee codes HA, HR, DM, DT, MM, MT
and RP) or Member adding an ADV of
at least 8,000,000 shares (displayed and
non-displayed). For securities priced at
or above $1.00, Members not meeting
either minimum will be charged
$0.0030 per share for fee codes HA, and
HR, MM and MT. For securities priced
below $1.00, Members not meeting
6 Fee code HA is appended to non-displayed
orders that add liquidity and provided a reduced
fee of $0.0010 per share for orders in securities
priced at or above $1.00 and $0.10 of the trades
dollar value in securities priced below $1.00. See
the Exchange’s fee schedule available at https://
www.bats.com/us/equities/membership/fee_
schedule/edga/.
7 Fee code HR is appended to non-displayed
orders that remove liquidity and provided a
reduced fee of $0.0010 per share for orders in
securities priced at or above $1.00 and $0.10 of the
trades dollar value in securities priced below $1.00.
See the Exchange’s fee schedule available at https://
www.bats.com/us/equities/membership/fee_
schedule/edga/.
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either minimum will be charged 0.30%
of the dollar value of the transaction.’’
New Midpoint Add and Remove Tiers
The Exchange proposes to offer two
additional tiers under a new footnote 13
of the fee schedule, entitled ‘‘Midpoint
Add and Remove Tiers.’’ Under
proposed Tier 1, orders that yield new
fee codes MM or MT would be charged
a reduced fee of $0.0006 per share
where the Member has an ADV 8 equal
to or greater than 1,200,000 shares in
orders that yield fee codes MM or MT.
Under proposed Tier 2, orders that yield
new fee codes MM or MT would be
charged a reduced fee of $0.0004 per
share where the Member has an ADV
equal to or greater than 2,500,000 shares
in orders that yield fee codes MM or
MT.
Implementation Date
The Exchange proposes to implement
these amendments to its fee schedule
March 1, 2017.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the objectives of Section 6 of the Act,9
in general, and furthers the objectives of
Section 6(b)(4),10 in particular, as it is
designed to provide for the equitable
allocation of reasonable dues, fees and
other charges among its Members and
other persons using its facilities. The
Exchange believes proposed rule change
represents an equitable allocation of
reasonable dues, fees, and other charges
because the reduced fee provided by fee
codes MM and MT as well as the
proposed tiers are intended to
encourage Members to add liquidity at
the midpoint of the NBBO. The
Exchange believes that Members that
add liquidity at the midpoint of the
NBBO may receive the benefit of price
improvement, and its associated lower
rate would be a reasonable means by
which to encourage the use of such
orders. In addition, the Exchange
believes that by encouraging the use of
orders yielding MM and MT, Members
seeking price improvement would be
more motivated to direct their orders to
the Exchange because they would have
a heightened expectation of the
availability of liquidity at the midpoint
of the NBBO. In addition, the Exchange
also believes that the proposed fee
changes are non-discriminatory because
8 ADV means average daily volume calculated as
the number of shares added to, removed from, or
routed by, the Exchange, or any combination or
subset thereof, per day. ADV is calculated on a
monthly basis. Id.
9 15 U.S.C. 78f.
10 15 U.S.C. 78f(b)(4).
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Frm 00101
Fmt 4703
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they would apply uniformly to all
Members.
Lastly, the Exchange further believes
that the proposed Midpoint Add and
Remove tiers which would provide a
reduced fee for orders that yield fee
codes MM or MT where that Member
satisfies certain ADV requirements in
orders yielding fee codes MM or MT
will further incentivize Members
entering orders seeking an execution at
the midpoint of the NBBO. In sum, the
proposed tiers are designed to promote
functionality and, in particular, to
attract liquidity, which benefits all
market participants by providing
additional trading opportunities at the
midpoint of the NBBO and increased
price improvement opportunities.
In addition, volume-based rebates
such as that proposed herein have been
widely adopted by equities and options
exchanges and are equitable because
they are open to all Members on an
equal basis and provide additional
benefits or discounts that are reasonably
related to: (i) The value to an exchange’s
market quality; (ii) associated higher
levels of market activity, such as higher
levels of liquidity provision and/or
growth patterns; and (iii) the
introduction of higher volumes of orders
into the price and volume discovery
processes. The Exchange believes that
the proposed tier is a reasonable, fair
and equitable, and not an unfairly
discriminatory allocation of fees and
rebates, because it will provide
Members with an additional incentive
to reach certain thresholds on the
Exchange.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
This proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
Rather, the Exchange believes the
proposed rule change provides pricing
incentives that will enhance
competition amongst exchange [sic] for
orders eligible to execute at the
midpoint of the NBBO. The Exchange
does not believe that the proposed
changes represent a significant
departure from previous pricing offered
by the Exchange or from pricing offered
by the Exchange’s competitors.
Additionally, Members may opt to
disfavor the Exchange’s pricing if they
believe that alternatives offer them
better value. Accordingly, the Exchange
does not believe that the proposed
changes will impair the ability of
Members or competing venues to
maintain their competitive standing in
the financial markets. The Exchange
believes that its proposal would not
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Federal Register / Vol. 82, No. 49 / Wednesday, March 15, 2017 / Notices
burden intramarket competition because
the proposed rates would apply
uniformly to all Members.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 11 and paragraph (f) of Rule
19b–4 thereunder.12 At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
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:
asabaliauskas on DSK3SPTVN1PROD with NOTICES2
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 No. SRBatsEDGA–2017–04 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 No.
SR–BatsEDGA–2017–04. 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 No. SR–BatsEDGA–
2017–04, and should be submitted on or
before April 5, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–05088 Filed 3–14–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80189; File No. SR–
NYSEArca–2017–01]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of
Amendment No. 2 and Order Granting
Accelerated Approval of a Proposed
Rule Change, as Modified by
Amendment No. 2, Amending the
NYSE Arca Equities Rule 5 and Rule 8
Series
March 9, 2017.
I. Introduction
On January 6, 2017, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘Arca’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend the NYSE Arca Equities Rule
(‘‘Rule’’) 5 and Rule 8 Series to add
specific continued listing standards for
exchange-traded products (‘‘ETPs’’) and
to specify the delisting procedures for
these products. The proposed rule
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
11 15
U.S.C. 78s(b)(3)(A).
12 17 CFR 240.19b–4(f).
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13889
change was published for comment in
the Federal Register on January 25,
2017.3 On February 10, 2017, the
Exchange filed Amendment No. 1 to the
proposed rule change, which amended
and replaced the original proposal. On
March 6, 2017, the Exchange filed
Amendment No. 2 to the proposed rule
change, which amended and replaced
the original proposal, as modified by
Amendment No. 1.4 The Commission
received nine comment letters on the
proposed rule change.5 The Commission
is publishing this notice to solicit
comments on Amendment No. 2 from
interested persons, and is approving the
proposed rule change, as modified by
Amendment No. 2, on an accelerated
basis.
3 See Securities Exchange Act Release No. 79834
(January 18, 2017), 82 FR 8444.
4 In Amendment No. 2, the Exchange: (i) Further
amended rules within the Rule 5 and Rule 8 Series
to reflect that certain listing requirements
(including certain statements or representations in
rule filings for the listing and trading of specific
products) apply on an initial and ongoing basis; (ii)
further amended rules within the Rule 5 and Rule
8 Series to consistently state that the Exchange will
maintain surveillance procedures for listed
products and will initiate delisting proceedings if
continued listing requirements are not maintained;
(iii) further amended rules within the Rule 5 and
Rule 8 Series to provide that, in a rule filing to list
and trade a product, all statements or
representations regarding the applicability of
Exchange listing rules (including, for example,
statements and representations related to the
dissemination of the intraday indicative value and
index value, as applicable) specified in such rule
filing constitute continued listing requirements; (iv)
specified an implementation date for the proposed
changes; and (v) made other technical, clarifying,
and conforming changes throughout the Rule 5 and
Rule 8 Series. Amendment No. 2 is available at
https://www.sec.gov/comments/sr-nysearca-201701/nysearca201701-1618319-137048.pdf.
5 See Letters to Brent J. Fields, Secretary,
Commission, from David W. Blass, General
Counsel, Investment Company Institute, dated
January 12, 2017 (‘‘ICI Letter’’); Anna Paglia, Head
of Legal, Invesco PowerShares Capital Management
LLC, dated February 10, 2017 (‘‘PowerShares
Letter’’); Steven Price, SVP, Director of Distribution
Services and Chief Compliance Officer, ALPS
Distributors, Inc., ALPS Portfolio Solutions
Distributor, Inc., dated February 10, 2017 (‘‘ALPS
Letter’’); James E. Ross, Executive Vice President
and Chairman, Global SPDR Business, State Street
Global Advisors, dated February 13, 2017 (‘‘SSGA
Letter’’); Samara Cohen, Managing Director, U.S.
Head of iShares Capital Markets, Joanne Medero,
Managing Director, Government Relations & Public
Policy, and Deepa Damre, Managing Director, Legal
& Compliance, BlackRock, Inc., dated February 14,
2017 (‘‘BlackRock Letter’’); Peter K. Ewing, Senior
Vice President, Northern Trust Investments, Inc.,
dated February 14, 2017 (‘‘NTI Letter’’); Ryan
Louvar, General Counsel, WisdomTree Asset
Management, Inc., dated February 15, 2017
(‘‘WisdomTree Letter’’); Kevin McCarthy, Senior
Managing Director, Nuveen Fund Advisors, LLC,
dated February 15, 2017 (‘‘Nuveen Letter’’); and
Matthew B. Farber, Assistant General Counsel, First
Trust Advisors L.P., dated February 23, 2017 (‘‘First
Trust Letter’’).
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Agencies
[Federal Register Volume 82, Number 49 (Wednesday, March 15, 2017)]
[Notices]
[Pages 13887-13889]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-05088]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80187; File No. SR-BatsEDGA-2017-04]
Self-Regulatory Organizations; Bats EDGA Exchange, Inc.; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change Related
to Fees
March 9, 2017.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on February 28, 2017, Bats EDGA Exchange, Inc. (the ``Exchange''
or ``EDGA'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II
and III below, which Items have been prepared by the Exchange. The
Exchange has designated the proposed rule change as one establishing or
changing a member due, fee, or other charge imposed by the Exchange
under Section 19(b)(3)(A)(ii) of the Act \3\ and Rule 19b-4(f)(2)
thereunder,\4\ which renders the proposed rule change effective upon
filing with the Commission. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange filed a proposal to amend the fee schedule applicable
to Members \5\ and non-members of the Exchange pursuant to EDGA Rules
15.1(a) and (c).
---------------------------------------------------------------------------
\5\ The term ``Member'' is defined as ``any registered broker or
dealer that has been admitted to membership in the Exchange.'' See
Exchange Rule 1.5(n).
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
Web site at www.bats.com, at the principal office of the Exchange, and
at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant parts of such
statements.
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 modify its fee schedule to enhance its
pricing for orders executed at the midpoint of the National Best Bid
and Offer (``NBBO'') by: (i) Adopting new fee codes MM and MT; (ii)
modifying footnote 2 to reflect new fee codes MM and MT; and (iii)
adding two new tiers under new footnote 13, entitled ``Midpoint Add and
Remove Tiers.''
Fee Codes MM and MT
The Exchange proposes to amend its fee schedule to add two new fee
codes, MM and MT. Fee code MM would be appended to non-displayed orders
that add liquidity at the midpoint of the NBBO. Fee code MT would be
[[Page 13888]]
appended to non-displayed orders that remove liquidity at the midpoint
of the NBBO. Orders that yield fee code MT [sic] or MT would be charged
a reduced fee of $0.0008 per share in securities priced at or above
$1.00 and 0.08% of the total dollar value of the order for securities
priced below $1.00 per share.
In addition, the Exchange proposes to expand the volume
requirements for fee codes HA \6\ and HR \7\ under footnote 2 of the
fee schedule to include proposed fee codes MM an MT. Footnote 2
currently states that rates for fee codes HA and HR are contingent upon
Member adding or removing an ADV of at least 1,000,000 shares non-
displayed (hidden) (yields fee codes HA, HR, DM, DT and RP) or Member
adding an ADV of at least 8,000,000 shares (displayed and non-
displayed). Footnote 2 further states that for securities priced at or
above $1.00, Members not meeting either minimum will be charged $0.0030
per share for fee codes HA and HR. For securities priced below $1.00,
Members not meeting either minimum will be charged 0.30% of the dollar
value of the transaction.
---------------------------------------------------------------------------
\6\ Fee code HA is appended to non-displayed orders that add
liquidity and provided a reduced fee of $0.0010 per share for orders
in securities priced at or above $1.00 and $0.10 of the trades
dollar value in securities priced below $1.00. See the Exchange's
fee schedule available at https://www.bats.com/us/equities/membership/fee_schedule/edga/.
\7\ Fee code HR is appended to non-displayed orders that remove
liquidity and provided a reduced fee of $0.0010 per share for orders
in securities priced at or above $1.00 and $0.10 of the trades
dollar value in securities priced below $1.00. See the Exchange's
fee schedule available at https://www.bats.com/us/equities/membership/fee_schedule/edga/.
---------------------------------------------------------------------------
The Exchange proposes to amend footnote 2 of the fee schedule to
state that the Exchange will assess a charge of $0.0030 per share for
Member' orders that yield fee codes MM or MT in securities over $1.00
and a fee of 0.30% of the dollar value of the transaction for Members'
orders that yield Flags MM or MT in securities priced below $1.00 where
Members do not satisfy the volume requirement of the footnote 2.
Therefore, the Exchange proposes to revise footnote 2 to state,
``[r]ates for fee codes HA and HR, MM and MT are contingent upon Member
adding or removing an ADV of at least 1,000,000 shares non-displayed
(hidden) (yields fee codes HA, HR, DM, DT, MM, MT and RP) or Member
adding an ADV of at least 8,000,000 shares (displayed and non-
displayed). For securities priced at or above $1.00, Members not
meeting either minimum will be charged $0.0030 per share for fee codes
HA, and HR, MM and MT. For securities priced below $1.00, Members not
meeting either minimum will be charged 0.30% of the dollar value of the
transaction.''
New Midpoint Add and Remove Tiers
The Exchange proposes to offer two additional tiers under a new
footnote 13 of the fee schedule, entitled ``Midpoint Add and Remove
Tiers.'' Under proposed Tier 1, orders that yield new fee codes MM or
MT would be charged a reduced fee of $0.0006 per share where the Member
has an ADV \8\ equal to or greater than 1,200,000 shares in orders that
yield fee codes MM or MT. Under proposed Tier 2, orders that yield new
fee codes MM or MT would be charged a reduced fee of $0.0004 per share
where the Member has an ADV equal to or greater than 2,500,000 shares
in orders that yield fee codes MM or MT.
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\8\ ADV means average daily volume calculated as the number of
shares added to, removed from, or routed by, the Exchange, or any
combination or subset thereof, per day. ADV is calculated on a
monthly basis. Id.
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Implementation Date
The Exchange proposes to implement these amendments to its fee
schedule March 1, 2017.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the objectives of Section 6 of the Act,\9\ in general, and
furthers the objectives of Section 6(b)(4),\10\ in particular, as it is
designed to provide for the equitable allocation of reasonable dues,
fees and other charges among its Members and other persons using its
facilities. The Exchange believes proposed rule change represents an
equitable allocation of reasonable dues, fees, and other charges
because the reduced fee provided by fee codes MM and MT as well as the
proposed tiers are intended to encourage Members to add liquidity at
the midpoint of the NBBO. The Exchange believes that Members that add
liquidity at the midpoint of the NBBO may receive the benefit of price
improvement, and its associated lower rate would be a reasonable means
by which to encourage the use of such orders. In addition, the Exchange
believes that by encouraging the use of orders yielding MM and MT,
Members seeking price improvement would be more motivated to direct
their orders to the Exchange because they would have a heightened
expectation of the availability of liquidity at the midpoint of the
NBBO. In addition, the Exchange also believes that the proposed fee
changes are non-discriminatory because they would apply uniformly to
all Members.
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\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78f(b)(4).
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Lastly, the Exchange further believes that the proposed Midpoint
Add and Remove tiers which would provide a reduced fee for orders that
yield fee codes MM or MT where that Member satisfies certain ADV
requirements in orders yielding fee codes MM or MT will further
incentivize Members entering orders seeking an execution at the
midpoint of the NBBO. In sum, the proposed tiers are designed to
promote functionality and, in particular, to attract liquidity, which
benefits all market participants by providing additional trading
opportunities at the midpoint of the NBBO and increased price
improvement opportunities.
In addition, volume-based rebates such as that proposed herein have
been widely adopted by equities and options exchanges and are equitable
because they are open to all Members on an equal basis and provide
additional benefits or discounts that are reasonably related to: (i)
The value to an exchange's market quality; (ii) associated higher
levels of market activity, such as higher levels of liquidity provision
and/or growth patterns; and (iii) the introduction of higher volumes of
orders into the price and volume discovery processes. The Exchange
believes that the proposed tier is a reasonable, fair and equitable,
and not an unfairly discriminatory allocation of fees and rebates,
because it will provide Members with an additional incentive to reach
certain thresholds on the Exchange.
B. Self-Regulatory Organization's Statement on Burden on Competition
This proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act. Rather, the Exchange believes the proposed rule change
provides pricing incentives that will enhance competition amongst
exchange [sic] for orders eligible to execute at the midpoint of the
NBBO. The Exchange does not believe that the proposed changes represent
a significant departure from previous pricing offered by the Exchange
or from pricing offered by the Exchange's competitors. Additionally,
Members may opt to disfavor the Exchange's pricing if they believe that
alternatives offer them better value. Accordingly, the Exchange does
not believe that the proposed changes will impair the ability of
Members or competing venues to maintain their competitive standing in
the financial markets. The Exchange believes that its proposal would
not
[[Page 13889]]
burden intramarket competition because the proposed rates would apply
uniformly to all Members.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any written comments from members or other interested parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \11\ and paragraph (f) of Rule 19b-4
thereunder.\12\ At any time within 60 days of the filing of the
proposed rule change, the Commission summarily may temporarily suspend
such rule change if it appears to the Commission that such action is
necessary or appropriate in the public interest, for the protection of
investors, or otherwise in furtherance of the purposes of the Act.
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f).
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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 No. SR-BatsEDGA-2017-04 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 No. SR-BatsEDGA-2017-04. 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 No. SR-BatsEDGA-2017-04, and should be
submitted on or before April 5, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-05088 Filed 3-14-17; 8:45 am]
BILLING CODE 8011-01-P