Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the NYSE Arca Options Fee Schedule, 29126-29128 [2017-13345]
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29126
Federal Register / Vol. 82, No. 122 / Tuesday, June 27, 2017 / Notices
The public may view background
documentation for this information
collection at the following Web site:
www.reginfo.gov. Comments should be
directed to: (i) Desk Officer for the
Securities and Exchange Commission,
Office of Information and Regulatory
Affairs, Office of Management and
Budget, Room 10102, New Executive
Office Building, Washington, DC 20503,
or by sending an email to: Shagufta_
Ahmed@omb.eop.gov; and (ii) Pamela
Dyson, Director/Chief Information
Officer, Securities and Exchange
Commission, c/o Remi Pavlik-Simon,
100 F Street NE., Washington, DC
20549, or by sending an email to: PRA_
Mailbox@sec.gov. Comments must be
submitted to OMB within 30 days of
this notice.
Dated: June 21, 2017
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–13424 Filed 6–26–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80990; File No. SR–
NYSEARCA–2017–67]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend the NYSE Arca
Options Fee Schedule
June 21, 2017.
mstockstill on DSK30JT082PROD with NOTICES
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 June 9,
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.
Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
NYSE Arca Options Fee Schedule (‘‘Fee
Schedule’’). 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.
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
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18:33 Jun 26, 2017
Jkt 241001
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this filing is to amend
the Fee Schedule to modify the criteria
for achieving various credits, including
by broadening the qualifying order flow
and trading activity, to make the
different qualifications more achievable
to a variety of market participants.
Currently, the Exchange provides a
number of incentives for OTP Holders
and OTP Firms (collectively, ‘‘OTPs’’)
designed to encourage OTPs to direct
additional order flow to the Exchange to
achieve more favorable pricing and
higher credits. Among these incentives
are enhanced posted liquidity credits
based on achieving certain percentages
of NYSE Arca Equity daily activity, also
known as ‘‘cross-asset pricing.’’ In
addition, certain of the qualifications for
achieving these incentives are more
tailored to specific activity (i.e., posting
in Penny Pilot issues only, or cross-asset
pricing based only on levels of Retail
Orders on the NYSE Arca Equity
Market). Similarly, because the
Exchange allows Order Flow Providers
(‘‘OFP’’s) to aggregate their volume
executed on NYSE Arca with affiliated
or Appointed Market Makers, OFPs may
encourage an increased level of activity
from these participants to qualify for
various incentives, including higher
credits for Customers or Professional
Customer orders. As a result, NYSE
Arca becomes a more attractive venue
for Customer (and Professional
Customer) orders offering enhanced
rebates. To further incent OFPs to direct
order flow to the Exchange, the
Exchange proposes to allow participants
to combine their Customer activity with
their Market Maker activity in an effort
to achieve certain enhanced rebates.
Pursuant to the Customer and
Professional Customer Monthly Posting
Credit Tiers and Qualifications for
PO 00000
Frm 00105
Fmt 4703
Sfmt 4703
Executions in Penny Pilot Issues (the
‘‘Penny Credit Tiers’’), Customer and
Professional Customer orders that post
liquidity and are executed on the
Exchange earn a base credit of $0.25 per
contract, with the ability to earn
increased credits based on the
participant’s activity. There are
currently seven Penny Credit Tiers with
associated qualifications. The Exchange
is not proposing any change to Penny
Credit Tiers 1 through 5.
Regarding current Penny Credit Tier
6, an OTP is eligible to achieve a credit
of $0.48 per contract, provided the OTP
has (i) at least 0.35% of Total Industry
Customer equity and ETF option ADV
(‘‘TCADV’’) from Customer and
Professional Customer Posted Orders in
all Issues, and (ii) Executed ADV of
0.80% of U.S. Equity Market Share
Posted and Executed on NYSE Arca
Equity Market. The Exchange proposes
to add an alternative qualification basis
to Tier 6, which would enable an OTP
to qualify for the $0.48 per contract
credit, provided the OTP has (i) at least
0.50% of TCADV from Customer and
Professional Customer Posted orders in
all Issues, and (ii) at least 0.45% of
TCADV from Market Maker Total
Electronic Volume.
Additionally, the Exchange proposes
to rename current Penny Credit Tier 7
as Tier 8, and to add a new Tier 7 with
an associated credit of $0.49 per
contract. As proposed, OTPs may
qualify for the new Tier 7 by achieving
a level of at least 0.50% of TCADV from
Customer and Professional Customer
Posted orders in all Issues, plus at least
0.60% of TCADV from Market Maker
Total Electronic Volume.
The Exchange is also proposing a
small clarifying change to the Penny
Credit Tiers by replacing ‘‘Total
Industry Customer equity and ETF
option average daily volume’’ with
‘‘TCADV’’ and explaining the
abbreviation with a note at the bottom
of the table referenced by an asterisk in
the table header.
Next, the Exchange proposes to
modify the Customer and Professional
Customer Incentive Program (the
‘‘Incentive Program’’) by replacing two
of the possible incentives that are based
solely on Market Maker Posted Orders
with new incentives that combine a
level of Market Maker Total Electronic
Volume and Customer and Professional
Customer volume. Specifically, the
Exchange proposes to no longer provide
an additional $0.01 per contract credit
for OTPs that achieve an ADV from
Market Maker Posted Orders equal to
0.80% of TCADV. Instead, the Exchange
proposes to offer an additional $0.01 per
contract credit incentive for an OTP that
E:\FR\FM\27JNN1.SGM
27JNN1
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Federal Register / Vol. 82, No. 122 / Tuesday, June 27, 2017 / Notices
achieves at least 0.50% of TCADV from
Customer and Professional Customer
Posted Orders in all Issues, plus an ADV
from Market Maker Posted Orders in
Penny Pilot Issues equal to at least
0.30% of Total Industry Customer
equity and ETF option ADV. The
Exchange notes that an OTP that
achieves this incentive would be
qualified for Penny Credit Tier 3 (which
requires an OTP achieve at least 0.40%
of TCADV from Customer and
Professional Customer Posted Orders in
all Issues).4 The Exchange also proposes
to replace the current additional $0.02
per contract rebate available under the
Incentive Program, earned by achieving
an ADV from Market Maker Posted
Orders equal to 1.40% of TCADV, with
a new $0.03 per contract rebate that is
earned by achieving an ADV from
Market Maker Total Electronic Volume
of at least 0.60% of TCADV, plus at least
0.10% of TCADV from Customer and
Professional Customer Posted Orders in
non-Penny Pilot Issues. By encouraging
additional activity from affiliated or
Appointed Market Makers, the
Exchange hopes to encourage a broader
spectrum of business and, in turn, to
increase liquidity and opportunities to
trade on the Exchange.
The Exchange is also proposing
modifications to the Customer and
Professional Customer Posting Credit
Tiers in Non-Penny Pilot Issues (‘‘NonPenny Credit Tiers’’) that would enable
OTPs to include volume from an
affiliated or Appointed Market Maker to
achieve these Tiers. There are currently
four Non-Penny Tiers Credit Tiers. The
Exchange is not proposing any change
to Non-Penny Credit Tiers A or B. The
Exchange proposes to rename current
Tier C to Tier D and to add a new Tier
C. As proposed, new Tier C will be
achieved by meeting at least 0.50%
TCADV from Customer and Professional
Customer Posted Order executions in all
Issues, plus an ADV from Market Maker
Total Electronic Volume equal to 0.45%
of TCADV. OTPs that qualify for
proposed Tier C will receive a credit of
$0.94 per contract. Additionally, the
Exchange proposes to designate the
current Non-Penny Credit Tier D as Tier
F, and introduce a new Tier E. As
proposed, new Tier E will be achieved
by meeting at least 0.50% of TCADV
from Customer and Professional
Customer posted orders in all issues,
plus an ADV from Market Maker Total
Electronic Volume equal to 0.60% of
4 The Exchange notes that the qualifying OTP
would be eligible to receive both the $0.45 per
contract credit available for achieving Tier 3 as well
as the $0.01 per contract credit available for
achieving the proposed threshold in the Incentive
Program.
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18:33 Jun 26, 2017
Jkt 241001
TCADV. OTPs that qualify for proposed
Tier E will receive a credit of $1.00 per
contract.
The Exchange also proposes to amend
endnote 8 of the Fee Schedule to clarify
make clear [sic] that the Exchange is
adopting the term ‘‘Market Maker Total
Electronic Volume,’’ which is calculated
on the same basis as Customer volumes,
in that Electronic Complex Order
Executions, QCC Transactions, and
executions of orders routed to another
market are not included. By defining
long standing practice, the Exchange
believes this adds clarity to the
calculation of Market Maker Total
Electronic Volume, and is consistent
with the treatment of Customer
volumes. Complex strategies carry no
market making obligations beyond
making markets for simple executions in
the component legs of the strategy; for
this reason they are not included in
Total Electronic Market Maker Volume.
Similarly, QCCs are negotiated
transactions that neither post nor take
liquidity, and therefore QCCs do not
interact with Market Makers quotes.
Market Maker orders routed to another
market do not contribute to activity on
NYSE Arca, and are therefore not
included.
The Exchange is also correcting two
minor typographical errors within the
Fee Schedule, placing a hyphen
between ‘‘Non’’ and ‘‘Penny’’ in the
header of ‘‘Customer and Professional
Customer Posting Credit Tiers In Non
Penny Pilot Issues’’, and removing an
underlined space in ‘‘Credit Applied to
Posted Electronic Customer and
Professional Customer Executions in
Penny Pilot Issues’’, which should add
clarity to the Fee Schedule.
Finally, given the proposed increase
in the number of Penny Credit Tiers
from seven to eight, the Exchange
proposes to make clear that OTPs that
achieve Tier 6, 7, or 8, (rather than just
Tier 6 or 7) will be capped at $65,000
under the Firm and Broker Dealer
Monthly Fee Cap.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,5 in general, and
furthers the objectives of Sections
6(b)(4) and (5) of the Act,6 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
5 15
6 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
Frm 00106
Fmt 4703
Sfmt 4703
29127
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes that providing
alternative qualifications for the Penny
and Non-Penny Credit Tiers and the
Incentive Program is reasonable,
equitable, and not unfairly
discriminatory because, among other
things, it increases the methods of
qualifying for greater credits through the
inclusion of affiliated or appointed
Market Maker volume. The proposed
changes would also provide additional
means (via the proposed new Tiers) for
OTPs to qualify for credits for posting
volume on the Exchange. By providing
alternative methods to qualify for a Tier
or an Incentive, the Exchange believes
the opportunities to qualify for rebates
is increased, which benefits all
participants through both increased
Customer (and Professional Customer)
volume and increased Market Maker
activity. The Exchange notes that
allowing participants to aggregate
volume is not new or novel.7 To the
extent that order flow which adds
liquidity is increased by the proposal,
market participants will increasingly
compete for the opportunity to trade on
the Exchange, including sending more
orders to reach higher tiers or rebates.
The resulting increased volume and
liquidity will benefit all Exchange
participants by providing more trading
opportunities and tighter spreads.
The Exchange also believes the
proposed changes would be available to
all similarly-situated market
participants on an equal and nondiscriminatory basis. The Exchange
believes the proposed modifications are
reasonable, equitable and not unfairly
discriminatory because they encourage
more participants to qualify for the
various incentives, including
encouraging more participants to have
affiliated or appointed order flow
directed to the Exchange. Further,
encouraging Market Makers to send
higher volumes of orders to the
Exchange would also contribute to the
Exchange’s depth of book as well as to
the top of book liquidity.
The credits are also reasonable as they
are within the current range of credits
on posted Customer and Professional
Customer orders.
Finally, the Exchange believes the
proposed non-substantive changes to
7 See e.g., NASDAQ Options Market—Fees and
Rebates, Section 2, available here, https://
www.nasdaqtrader.com/
Micro.aspx?id=optionsPricing (providing for
qualification of tiers/rebates on the basis of
customer and market maker volume); Bats BZX
Options Fee Schedule, fn 1, Customer Penny Pilot
Add Tiers, available here, https://www.bats.com/
us/options/membership/fee_schedule/bzx/ (same).
E:\FR\FM\27JNN1.SGM
27JNN1
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Federal Register / Vol. 82, No. 122 / Tuesday, June 27, 2017 / Notices
the Fee Schedule are reasonable,
equitable, and not unfairly
discriminatory because it would add
clarity, transparency and internal
consistency to the Fee Schedule.
For these 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,8 the Exchange does not believe
that the proposed rule change will
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
proposed changes would encourage
competition, including by attracting
additional liquidity to the Exchange,
which would continue to make the
Exchange a more competitive venue for,
among other things, order execution and
price discovery. The Exchange does not
believe that the proposed change would
impair the ability of any market
participants or competing order
execution venues to maintain their
competitive standing in the financial
markets. Further, the incentive would
be available to all similarly-situated
participants, and, as such, the proposed
change would not impose a disparate
burden on competition either among or
between classes of market participants
and may, in fact, encourage
competition.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily favor
competing venues. In such an
environment, the Exchange must
continually review, and consider
adjusting, its fees and credits to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change reflects this competitive
environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
mstockstill on DSK30JT082PROD with NOTICES
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) 9 of the Act and
subparagraph (f)(2) of Rule 19b–4 10
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
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 11 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:
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–2017–67 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2017–67. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2017–67, and should be
submitted on or before July 18, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–13345 Filed 6–26–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80988; File No. SR–
NYSEArca–2017–68]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend Commentary
.02 To Rule 6.72 in Order To Extend the
Penny Pilot in Options Classes in
Certain Issues Through December 31,
2017
June 21, 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 June 9,
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 and II
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
Commentary .02 to Exchange Rule 6.72
in order to extend the Penny Pilot in
options classes in certain issues (‘‘Pilot
Program’’) previously approved by the
Securities and Exchange Commission
(‘‘Commission’’) through December 31,
12 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
8 15
9 15
U.S.C. 78f(b)(8).
U.S.C. 78s(b)(3)(A).
VerDate Sep<11>2014
18:33 Jun 26, 2017
10 17
11 15
Jkt 241001
PO 00000
CFR 240.19b–4(f)(2).
U.S.C. 78s(b)(2)(B).
Frm 00107
Fmt 4703
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Agencies
[Federal Register Volume 82, Number 122 (Tuesday, June 27, 2017)]
[Notices]
[Pages 29126-29128]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-13345]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80990; File No. SR-NYSEARCA-2017-67]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Amend the NYSE
Arca Options Fee Schedule
June 21, 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 June 9, 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
Self-Regulatory Organization's Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the NYSE Arca Options Fee Schedule
(``Fee Schedule''). 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 purpose of this filing is to amend the Fee Schedule to modify
the criteria for achieving various credits, including by broadening the
qualifying order flow and trading activity, to make the different
qualifications more achievable to a variety of market participants.
Currently, the Exchange provides a number of incentives for OTP
Holders and OTP Firms (collectively, ``OTPs'') designed to encourage
OTPs to direct additional order flow to the Exchange to achieve more
favorable pricing and higher credits. Among these incentives are
enhanced posted liquidity credits based on achieving certain
percentages of NYSE Arca Equity daily activity, also known as ``cross-
asset pricing.'' In addition, certain of the qualifications for
achieving these incentives are more tailored to specific activity
(i.e., posting in Penny Pilot issues only, or cross-asset pricing based
only on levels of Retail Orders on the NYSE Arca Equity Market).
Similarly, because the Exchange allows Order Flow Providers (``OFP''s)
to aggregate their volume executed on NYSE Arca with affiliated or
Appointed Market Makers, OFPs may encourage an increased level of
activity from these participants to qualify for various incentives,
including higher credits for Customers or Professional Customer orders.
As a result, NYSE Arca becomes a more attractive venue for Customer
(and Professional Customer) orders offering enhanced rebates. To
further incent OFPs to direct order flow to the Exchange, the Exchange
proposes to allow participants to combine their Customer activity with
their Market Maker activity in an effort to achieve certain enhanced
rebates.
Pursuant to the Customer and Professional Customer Monthly Posting
Credit Tiers and Qualifications for Executions in Penny Pilot Issues
(the ``Penny Credit Tiers''), Customer and Professional Customer orders
that post liquidity and are executed on the Exchange earn a base credit
of $0.25 per contract, with the ability to earn increased credits based
on the participant's activity. There are currently seven Penny Credit
Tiers with associated qualifications. The Exchange is not proposing any
change to Penny Credit Tiers 1 through 5.
Regarding current Penny Credit Tier 6, an OTP is eligible to
achieve a credit of $0.48 per contract, provided the OTP has (i) at
least 0.35% of Total Industry Customer equity and ETF option ADV
(``TCADV'') from Customer and Professional Customer Posted Orders in
all Issues, and (ii) Executed ADV of 0.80% of U.S. Equity Market Share
Posted and Executed on NYSE Arca Equity Market. The Exchange proposes
to add an alternative qualification basis to Tier 6, which would enable
an OTP to qualify for the $0.48 per contract credit, provided the OTP
has (i) at least 0.50% of TCADV from Customer and Professional Customer
Posted orders in all Issues, and (ii) at least 0.45% of TCADV from
Market Maker Total Electronic Volume.
Additionally, the Exchange proposes to rename current Penny Credit
Tier 7 as Tier 8, and to add a new Tier 7 with an associated credit of
$0.49 per contract. As proposed, OTPs may qualify for the new Tier 7 by
achieving a level of at least 0.50% of TCADV from Customer and
Professional Customer Posted orders in all Issues, plus at least 0.60%
of TCADV from Market Maker Total Electronic Volume.
The Exchange is also proposing a small clarifying change to the
Penny Credit Tiers by replacing ``Total Industry Customer equity and
ETF option average daily volume'' with ``TCADV'' and explaining the
abbreviation with a note at the bottom of the table referenced by an
asterisk in the table header.
Next, the Exchange proposes to modify the Customer and Professional
Customer Incentive Program (the ``Incentive Program'') by replacing two
of the possible incentives that are based solely on Market Maker Posted
Orders with new incentives that combine a level of Market Maker Total
Electronic Volume and Customer and Professional Customer volume.
Specifically, the Exchange proposes to no longer provide an additional
$0.01 per contract credit for OTPs that achieve an ADV from Market
Maker Posted Orders equal to 0.80% of TCADV. Instead, the Exchange
proposes to offer an additional $0.01 per contract credit incentive for
an OTP that
[[Page 29127]]
achieves at least 0.50% of TCADV from Customer and Professional
Customer Posted Orders in all Issues, plus an ADV from Market Maker
Posted Orders in Penny Pilot Issues equal to at least 0.30% of Total
Industry Customer equity and ETF option ADV. The Exchange notes that an
OTP that achieves this incentive would be qualified for Penny Credit
Tier 3 (which requires an OTP achieve at least 0.40% of TCADV from
Customer and Professional Customer Posted Orders in all Issues).\4\ The
Exchange also proposes to replace the current additional $0.02 per
contract rebate available under the Incentive Program, earned by
achieving an ADV from Market Maker Posted Orders equal to 1.40% of
TCADV, with a new $0.03 per contract rebate that is earned by achieving
an ADV from Market Maker Total Electronic Volume of at least 0.60% of
TCADV, plus at least 0.10% of TCADV from Customer and Professional
Customer Posted Orders in non-Penny Pilot Issues. By encouraging
additional activity from affiliated or Appointed Market Makers, the
Exchange hopes to encourage a broader spectrum of business and, in
turn, to increase liquidity and opportunities to trade on the Exchange.
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\4\ The Exchange notes that the qualifying OTP would be eligible
to receive both the $0.45 per contract credit available for
achieving Tier 3 as well as the $0.01 per contract credit available
for achieving the proposed threshold in the Incentive Program.
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The Exchange is also proposing modifications to the Customer and
Professional Customer Posting Credit Tiers in Non-Penny Pilot Issues
(``Non-Penny Credit Tiers'') that would enable OTPs to include volume
from an affiliated or Appointed Market Maker to achieve these Tiers.
There are currently four Non-Penny Tiers Credit Tiers. The Exchange is
not proposing any change to Non-Penny Credit Tiers A or B. The Exchange
proposes to rename current Tier C to Tier D and to add a new Tier C. As
proposed, new Tier C will be achieved by meeting at least 0.50% TCADV
from Customer and Professional Customer Posted Order executions in all
Issues, plus an ADV from Market Maker Total Electronic Volume equal to
0.45% of TCADV. OTPs that qualify for proposed Tier C will receive a
credit of $0.94 per contract. Additionally, the Exchange proposes to
designate the current Non-Penny Credit Tier D as Tier F, and introduce
a new Tier E. As proposed, new Tier E will be achieved by meeting at
least 0.50% of TCADV from Customer and Professional Customer posted
orders in all issues, plus an ADV from Market Maker Total Electronic
Volume equal to 0.60% of TCADV. OTPs that qualify for proposed Tier E
will receive a credit of $1.00 per contract.
The Exchange also proposes to amend endnote 8 of the Fee Schedule
to clarify make clear [sic] that the Exchange is adopting the term
``Market Maker Total Electronic Volume,'' which is calculated on the
same basis as Customer volumes, in that Electronic Complex Order
Executions, QCC Transactions, and executions of orders routed to
another market are not included. By defining long standing practice,
the Exchange believes this adds clarity to the calculation of Market
Maker Total Electronic Volume, and is consistent with the treatment of
Customer volumes. Complex strategies carry no market making obligations
beyond making markets for simple executions in the component legs of
the strategy; for this reason they are not included in Total Electronic
Market Maker Volume. Similarly, QCCs are negotiated transactions that
neither post nor take liquidity, and therefore QCCs do not interact
with Market Makers quotes. Market Maker orders routed to another market
do not contribute to activity on NYSE Arca, and are therefore not
included.
The Exchange is also correcting two minor typographical errors
within the Fee Schedule, placing a hyphen between ``Non'' and ``Penny''
in the header of ``Customer and Professional Customer Posting Credit
Tiers In Non Penny Pilot Issues'', and removing an underlined space in
``Credit Applied to Posted Electronic Customer and Professional
Customer Executions in Penny Pilot Issues'', which should add clarity
to the Fee Schedule.
Finally, given the proposed increase in the number of Penny Credit
Tiers from seven to eight, the Exchange proposes to make clear that
OTPs that achieve Tier 6, 7, or 8, (rather than just Tier 6 or 7) will
be capped at $65,000 under the Firm and Broker Dealer Monthly Fee Cap.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\5\ in general, and furthers the
objectives of Sections 6(b)(4) and (5) of the Act,\6\ 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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\5\ 15 U.S.C. 78f(b).
\6\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that providing alternative qualifications for
the Penny and Non-Penny Credit Tiers and the Incentive Program is
reasonable, equitable, and not unfairly discriminatory because, among
other things, it increases the methods of qualifying for greater
credits through the inclusion of affiliated or appointed Market Maker
volume. The proposed changes would also provide additional means (via
the proposed new Tiers) for OTPs to qualify for credits for posting
volume on the Exchange. By providing alternative methods to qualify for
a Tier or an Incentive, the Exchange believes the opportunities to
qualify for rebates is increased, which benefits all participants
through both increased Customer (and Professional Customer) volume and
increased Market Maker activity. The Exchange notes that allowing
participants to aggregate volume is not new or novel.\7\ To the extent
that order flow which adds liquidity is increased by the proposal,
market participants will increasingly compete for the opportunity to
trade on the Exchange, including sending more orders to reach higher
tiers or rebates. The resulting increased volume and liquidity will
benefit all Exchange participants by providing more trading
opportunities and tighter spreads.
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\7\ See e.g., NASDAQ Options Market--Fees and Rebates, Section
2, available here, https://www.nasdaqtrader.com/Micro.aspx?id=optionsPricing (providing for qualification of tiers/
rebates on the basis of customer and market maker volume); Bats BZX
Options Fee Schedule, fn 1, Customer Penny Pilot Add Tiers,
available here, https://www.bats.com/us/options/membership/fee_schedule/bzx/ (same).
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The Exchange also believes the proposed changes would be available
to all similarly-situated market participants on an equal and non-
discriminatory basis. The Exchange believes the proposed modifications
are reasonable, equitable and not unfairly discriminatory because they
encourage more participants to qualify for the various incentives,
including encouraging more participants to have affiliated or appointed
order flow directed to the Exchange. Further, encouraging Market Makers
to send higher volumes of orders to the Exchange would also contribute
to the Exchange's depth of book as well as to the top of book
liquidity.
The credits are also reasonable as they are within the current
range of credits on posted Customer and Professional Customer orders.
Finally, the Exchange believes the proposed non-substantive changes
to
[[Page 29128]]
the Fee Schedule are reasonable, equitable, and not unfairly
discriminatory because it would add clarity, transparency and internal
consistency to the Fee Schedule.
For these 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,\8\ the Exchange does
not believe that the proposed rule change will 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 proposed
changes would encourage competition, including by attracting additional
liquidity to the Exchange, which would continue to make the Exchange a
more competitive venue for, among other things, order execution and
price discovery. The Exchange does not believe that the proposed change
would impair the ability of any market participants or competing order
execution venues to maintain their competitive standing in the
financial markets. Further, the incentive would be available to all
similarly-situated participants, and, as such, the proposed change
would not impose a disparate burden on competition either among or
between classes of market participants and may, in fact, encourage
competition.
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\8\ 15 U.S.C. 78f(b)(8).
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The Exchange notes that it operates in a highly competitive market
in which market participants can readily favor competing venues. In
such an environment, the Exchange must continually review, and consider
adjusting, its fees and credits to remain competitive with other
exchanges. For the reasons described above, the Exchange believes that
the proposed rule change reflects this competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \9\ of the Act and subparagraph (f)(2) of Rule 19b-
4 \10\ thereunder, because it establishes a due, fee, or other charge
imposed by the Exchange.
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\9\ 15 U.S.C. 78s(b)(3)(A).
\10\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \11\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\11\ 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-2017-67 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2017-67. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEArca-2017-67, and should
be submitted on or before July 18, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-13345 Filed 6-26-17; 8:45 am]
BILLING CODE 8011-01-P