Self-Regulatory Organizations; NASDAQ BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Rule 7018, 33187-33189 [2017-15099]
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Federal Register / Vol. 82, No. 137 / Wednesday, July 19, 2017 / Notices
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the Exchange consents,
the Commission will: (a) By order
approve or disapprove such proposed
rule change, or (b) institute proceedings
to determine whether the proposed rule
change should be 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 DSKBBXCHB2PROD 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–
BatsEDGX–2017–29 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–BatsEDGX–2017–29. 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
VerDate Sep<11>2014
18:49 Jul 18, 2017
Jkt 241001
should refer to File Number SR–
BatsEDGX–2017–29 and should be
submitted on or before August 9, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.83
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2017–15098 Filed 7–18–17; 8:45 am]
BILLING CODE 8011–01–P
33187
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 aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81138; File No. SR–BX–
2017–031]
Self-Regulatory Organizations;
NASDAQ BX, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend Rule 7018
July 13, 2017.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 30,
2017, NASDAQ BX, Inc. (‘‘BX’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Exchange’s transaction fees at Rule 7018
to assess a new charge for adding
displayed liquidity for members that
equal or exceed a specified monthly
volume threshold, as described further
below.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqbx.cchwallstreet.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
PO 00000
83 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
Frm 00148
Fmt 4703
Sfmt 4703
The purpose of the proposed rule
change is to amend the Exchange’s
transaction fees at Rule 7018 to assess
a new charge for adding displayed
liquidity for members that equal or
exceed a specified monthly volume
threshold.
The Exchange operates on the ‘‘takermaker’’ model, whereby it pays credits
to members that take liquidity and
charges fees to members that provide
liquidity. Currently, the Exchange
assesses three fees to members that
provide liquidity on BX through
displayed orders if the member meets
certain volume requirements. First, the
Exchange assesses a charge of $0.0014
per share executed for a displayed order
entered by a member that adds liquidity
equal to or exceeding 0.25% of total
Consolidated Volume during a month.
Second, the Exchange assesses a charge
of $0.0017 per share executed for a
displayed order entered by a member
that adds liquidity equal to or exceeding
0.15% of total Consolidated Volume
during a month. Third, the Exchange
assesses a charge of $0.0018 per share
executed for a displayed order entered
by a member that adds liquidity equal
to or exceeding the member’s Growth
Target.3 A member that does not meet
any of these categories will be assessed
a charge of $0.0020 per share executed
for adding displayed liquidity.4
The Exchange now proposes to assess
a charge of $0.0013 per share executed
for a displayed order entered by a
member that adds liquidity equal to or
exceeding 0.55% of total Consolidated
Volume during a month. As with the
other charges and credits in Rule 7018,
Consolidated Volume shall be defined
as the total consolidated volume
reported to all consolidated transaction
reporting plans by all exchanges and
trade reporting facilities during a month
in equity securities, excluding executed
3 The Growth Target is the liquidity the member
added in January 2017 as a percent of total
Consolidated Volume plus 0.04% of total
Consolidated Volume. See Rule 7018.
4 As set forth in Rule 7018, the Exchange also
assesses other charges for adding other kinds of
liquidity, such as non-displayed orders and specific
order types.
E:\FR\FM\19JYN1.SGM
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33188
Federal Register / Vol. 82, No. 137 / Wednesday, July 19, 2017 / Notices
orders with a size of less than one round
lot.5
By assessing a lower charge on
displayed orders for members that add
increased liquidity, the Exchange is
incentivizing members to add greater
liquidity on BX, to the benefit of all BX
market participants.
asabaliauskas on DSKBBXCHB2PROD with NOTICES
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,6 in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5)
of the Act,7 in particular, in that it
provides for the equitable allocation of
reasonable dues, fees and other charges
among members and issuers and other
persons using any facility, and is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Commission and the courts have
repeatedly expressed their preference
for competition over regulatory
intervention in determining prices,
products, and services in the securities
markets. In Regulation NMS, while
adopting a series of steps to improve the
current market model, the Commission
highlighted the importance of market
forces in determining prices and SRO
revenues and, also, recognized that
current regulation of the market system
‘‘has been remarkably successful in
promoting market competition in its
broader forms that are most important to
investors and listed companies.’’ 8
Likewise, in NetCoalition v. Securities
and Exchange Commission 9
(‘‘NetCoalition’’) the D.C. Circuit upheld
the Commission’s use of a market-based
approach in evaluating the fairness of
market data fees against a challenge
claiming that Congress mandated a costbased approach.10 As the court
emphasized, the Commission ‘‘intended
in Regulation NMS that ‘market forces,
rather than regulatory requirements’
play a role in determining the market
data . . . to be made available to
investors and at what cost.’’ 11
Further, ‘‘[n]o one disputes that
competition for order flow is ‘fierce.’
. . . As the SEC explained, ‘[i]n the U.S.
5 As set forth in Rule 7018(a), for purposes of
calculating Consolidated Volume and the extent of
a member’s trading activity, the date of the annual
reconstitution of the Russell Investments Indexes
shall be excluded from both total Consolidated
Volume and the member’s trading activity.
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(4) and (5).
8 Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496, 37499 (June 29, 2005)
(‘‘Regulation NMS Adopting Release’’).
9 NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir.
2010).
10 See NetCoalition, at 534–535.
11 Id. at 537.
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18:49 Jul 18, 2017
Jkt 241001
national market system, buyers and
sellers of securities, and the brokerdealers that act as their order-routing
agents, have a wide range of choices of
where to route orders for execution’;
[and] ‘no exchange can afford to take its
market share percentages for granted’
because ‘no exchange possesses a
monopoly, regulatory or otherwise, in
the execution of order flow from broker
dealers’. . . .’’ 12
The Exchange believes that the
proposed charge and its attendant
volume requirement is reasonable. In
reducing the charge to add displayed
liquidity if the volume threshold is met,
the proposed charge and its volume
requirement is designed to incentivize
members to add greater liquidity to the
Exchange. Accordingly, the amount of
the charge is less than other charges for
adding displayed liquidity, and the
volume requirement is correspondingly
more stringent than volume
requirements for higher charges, e.g.,
$0.0013 per share executed for adding
liquidity equal to or exceeding 0.55% of
total Consolidated Volume versus
$0.0014 per share executed for adding
liquidity equal to or exceeding 0.25% of
total Consolidated Volume. The
Exchange also notes that Bats BYX
Exchange, Inc. assesses a fee of $0.0013
for displayed orders that add liquidity
where the member has an average daily
add volume that equals or exceeds
0.40% of the Total Consolidated
Volume.13 The Exchange also believes
that the amount of the new charge is
closely aligned to the requirement for
qualifying for that charge, especially in
comparison to the other charges for
adding liquidity offered by the
Exchange and their attendant
requirements.
The Exchange believes that the
proposed change is equitably allocated
among members, and is not designed to
permit unfair discrimination. BX notes
that participation on the Exchange, and
eligibility for this charge, is voluntary,
and that the Exchange continues to offer
other charge [sic] for which members
may attempt to qualify instead of the
proposed charge. The proposed charge
applies to all members that otherwise
qualify for the charge by meeting its
volume requirement. The Exchange
believes that it is equitable and not
unfairly discriminatory to adopt this
charge and its volume requirement
because the Exchange is attempting,
through this charge and its volume
12 Id. at 539 (quoting Securities Exchange Act
Release No. 59039 (December 2, 2008), 73 FR
74770, 74782–83 (December 9, 2008) (SR–
NYSEArca–2006–21)).
13 See Bats BYX Exchange, Inc. fee schedule.
PO 00000
Frm 00149
Fmt 4703
Sfmt 4703
requirement, to incentivize members to
add greater liquidity to the Exchange,
which may benefit all BX market
participants.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. In terms of
inter-market competition, 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 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 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.
In this instance, the proposed charge
for adding displayed liquidity does not
impose a burden on competition
because the Exchange’s execution
services are completely voluntary and
subject to extensive competition both
from other exchanges and from offexchange venues. The new charge
applies equally to all members that
otherwise meet the requirement, i.e.,
adding liquidity equal to or exceeding
0.55% of total Consolidated Volume
during a month, and all similarly
situated members are equally capable of
qualifying for the charge if they choose
to meet the requirement. The Exchange
believes that the proposed charge will
incentivize members to add greater
liquidity to the Exchange, which may
benefit all BX market participants. The
Exchange also notes that Bats BYX
Exchange, Inc. assesses the same fee for
adding displayed liquidity with a
comparable volume requirement.
In sum, if the changes proposed
herein are unattractive to market
participants, it is likely that the
Exchange will lose market share as a
result. Accordingly, the Exchange does
not believe that the proposed change
will impair the ability of members or
competing order execution venues to
maintain their competitive standing in
the financial markets.
E:\FR\FM\19JYN1.SGM
19JYN1
Federal Register / Vol. 82, No. 137 / Wednesday, July 19, 2017 / Notices
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.14
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 DSKBBXCHB2PROD 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–
BX–2017–031 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–BX–2017–031. 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
14 15
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–BX–
2017–031 and should be submitted on
or before August 9, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2017–15099 Filed 7–18–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81139; File No. SR–FINRA–
2017–024]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Update Rule CrossReferences and Make Non-Substantive
Technical Changes to FINRA Rules
July 13, 2017.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’ ) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 30,
2017, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I and
II below, which Items have been
prepared by FINRA. FINRA has
designated the proposed rule change as
constituting a ‘‘non-controversial’’ rule
change under paragraph (f)(6) of Rule
19b–4 under the Act,3 which renders
the proposal effective upon receipt of
this filing by the Commission. The
Commission is publishing this notice to
U.S.C. 78s(b)(3)(A)(ii).
VerDate Sep<11>2014
18:49 Jul 18, 2017
Jkt 241001
PO 00000
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
1 15
Frm 00150
Fmt 4703
Sfmt 4703
33189
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
FINRA is proposing to update crossreferences and make other nonsubstantive changes within FINRA
rules.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA 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,
FINRA 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. FINRA has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On October 18, 2016, the SEC
approved changes to FINRA Rule 6730
(Transaction Reporting) to expand the
Trade Reporting and Compliance Engine
(‘‘TRACE’’) reporting rules to include
most secondary market transactions in
marketable U.S. Treasury securities.4
The rule change requires all FINRA
members involved in transactions in
U.S. Treasury Securities, as defined in
the TRACE rules, to report most
transactions in those securities to
TRACE. The rule change further
requires Reportable TRACE
Transactions in U.S. Treasury Securities
generally to be reported on the same day
as the transaction on an end-of-day
basis. Because FINRA is not currently
proposing to disseminate any trade-level
information to the public regarding
transactions in U.S. Treasury Securities,
the rule change generally imposed a
same-day reporting requirement as
opposed to a more immediate
requirement, such as 15 minutes. The
4 See Securities Exchange Act Release No. 79116
(October 18, 2016), 81 FR 73167 (October 24, 2016)
(Notice of Filing and Order Granting Accelerated
Approval of File No. SR–FINRA–2016–027).
E:\FR\FM\19JYN1.SGM
19JYN1
Agencies
[Federal Register Volume 82, Number 137 (Wednesday, July 19, 2017)]
[Notices]
[Pages 33187-33189]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-15099]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81138; File No. SR-BX-2017-031]
Self-Regulatory Organizations; NASDAQ BX, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Amend Rule 7018
July 13, 2017.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on June 30, 2017, NASDAQ BX, Inc. (``BX'' or ``Exchange'') filed with
the Securities and Exchange Commission (``SEC'' or ``Commission'') the
proposed rule change as described in Items I, II, and III, below, which
Items have been prepared by the Exchange. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the Exchange's transaction fees at
Rule 7018 to assess a new charge for adding displayed liquidity for
members that equal or exceed a specified monthly volume threshold, as
described further below.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqbx.cchwallstreet.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 aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to amend the Exchange's
transaction fees at Rule 7018 to assess a new charge for adding
displayed liquidity for members that equal or exceed a specified
monthly volume threshold.
The Exchange operates on the ``taker-maker'' model, whereby it pays
credits to members that take liquidity and charges fees to members that
provide liquidity. Currently, the Exchange assesses three fees to
members that provide liquidity on BX through displayed orders if the
member meets certain volume requirements. First, the Exchange assesses
a charge of $0.0014 per share executed for a displayed order entered by
a member that adds liquidity equal to or exceeding 0.25% of total
Consolidated Volume during a month. Second, the Exchange assesses a
charge of $0.0017 per share executed for a displayed order entered by a
member that adds liquidity equal to or exceeding 0.15% of total
Consolidated Volume during a month. Third, the Exchange assesses a
charge of $0.0018 per share executed for a displayed order entered by a
member that adds liquidity equal to or exceeding the member's Growth
Target.\3\ A member that does not meet any of these categories will be
assessed a charge of $0.0020 per share executed for adding displayed
liquidity.\4\
---------------------------------------------------------------------------
\3\ The Growth Target is the liquidity the member added in
January 2017 as a percent of total Consolidated Volume plus 0.04% of
total Consolidated Volume. See Rule 7018.
\4\ As set forth in Rule 7018, the Exchange also assesses other
charges for adding other kinds of liquidity, such as non-displayed
orders and specific order types.
---------------------------------------------------------------------------
The Exchange now proposes to assess a charge of $0.0013 per share
executed for a displayed order entered by a member that adds liquidity
equal to or exceeding 0.55% of total Consolidated Volume during a
month. As with the other charges and credits in Rule 7018, Consolidated
Volume shall be defined as the total consolidated volume reported to
all consolidated transaction reporting plans by all exchanges and trade
reporting facilities during a month in equity securities, excluding
executed
[[Page 33188]]
orders with a size of less than one round lot.\5\
---------------------------------------------------------------------------
\5\ As set forth in Rule 7018(a), for purposes of calculating
Consolidated Volume and the extent of a member's trading activity,
the date of the annual reconstitution of the Russell Investments
Indexes shall be excluded from both total Consolidated Volume and
the member's trading activity.
---------------------------------------------------------------------------
By assessing a lower charge on displayed orders for members that
add increased liquidity, the Exchange is incentivizing members to add
greater liquidity on BX, to the benefit of all BX market participants.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\6\ in general, and furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,\7\ in particular, in that it provides
for the equitable allocation of reasonable dues, fees and other charges
among members and issuers and other persons using any facility, and is
not designed to permit unfair discrimination between customers,
issuers, brokers, or dealers.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Commission and the courts have repeatedly expressed their
preference for competition over regulatory intervention in determining
prices, products, and services in the securities markets. In Regulation
NMS, while adopting a series of steps to improve the current market
model, the Commission highlighted the importance of market forces in
determining prices and SRO revenues and, also, recognized that current
regulation of the market system ``has been remarkably successful in
promoting market competition in its broader forms that are most
important to investors and listed companies.'' \8\
---------------------------------------------------------------------------
\8\ Securities Exchange Act Release No. 51808 (June 9, 2005), 70
FR 37496, 37499 (June 29, 2005) (``Regulation NMS Adopting
Release'').
---------------------------------------------------------------------------
Likewise, in NetCoalition v. Securities and Exchange Commission \9\
(``NetCoalition'') the D.C. Circuit upheld the Commission's use of a
market-based approach in evaluating the fairness of market data fees
against a challenge claiming that Congress mandated a cost-based
approach.\10\ As the court emphasized, the Commission ``intended in
Regulation NMS that `market forces, rather than regulatory
requirements' play a role in determining the market data . . . to be
made available to investors and at what cost.'' \11\
---------------------------------------------------------------------------
\9\ NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir. 2010).
\10\ See NetCoalition, at 534-535.
\11\ Id. at 537.
---------------------------------------------------------------------------
Further, ``[n]o one disputes that competition for order flow is
`fierce.' . . . As the SEC explained, `[i]n the U.S. national market
system, buyers and sellers of securities, and the broker-dealers that
act as their order-routing agents, have a wide range of choices of
where to route orders for execution'; [and] `no exchange can afford to
take its market share percentages for granted' because `no exchange
possesses a monopoly, regulatory or otherwise, in the execution of
order flow from broker dealers'. . . .'' \12\
---------------------------------------------------------------------------
\12\ Id. at 539 (quoting Securities Exchange Act Release No.
59039 (December 2, 2008), 73 FR 74770, 74782-83 (December 9, 2008)
(SR-NYSEArca-2006-21)).
---------------------------------------------------------------------------
The Exchange believes that the proposed charge and its attendant
volume requirement is reasonable. In reducing the charge to add
displayed liquidity if the volume threshold is met, the proposed charge
and its volume requirement is designed to incentivize members to add
greater liquidity to the Exchange. Accordingly, the amount of the
charge is less than other charges for adding displayed liquidity, and
the volume requirement is correspondingly more stringent than volume
requirements for higher charges, e.g., $0.0013 per share executed for
adding liquidity equal to or exceeding 0.55% of total Consolidated
Volume versus $0.0014 per share executed for adding liquidity equal to
or exceeding 0.25% of total Consolidated Volume. The Exchange also
notes that Bats BYX Exchange, Inc. assesses a fee of $0.0013 for
displayed orders that add liquidity where the member has an average
daily add volume that equals or exceeds 0.40% of the Total Consolidated
Volume.\13\ The Exchange also believes that the amount of the new
charge is closely aligned to the requirement for qualifying for that
charge, especially in comparison to the other charges for adding
liquidity offered by the Exchange and their attendant requirements.
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\13\ See Bats BYX Exchange, Inc. fee schedule.
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The Exchange believes that the proposed change is equitably
allocated among members, and is not designed to permit unfair
discrimination. BX notes that participation on the Exchange, and
eligibility for this charge, is voluntary, and that the Exchange
continues to offer other charge [sic] for which members may attempt to
qualify instead of the proposed charge. The proposed charge applies to
all members that otherwise qualify for the charge by meeting its volume
requirement. The Exchange believes that it is equitable and not
unfairly discriminatory to adopt this charge and its volume requirement
because the Exchange is attempting, through this charge and its volume
requirement, to incentivize members to add greater liquidity to the
Exchange, which may benefit all BX market participants.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. In terms of inter-market
competition, 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 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 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.
In this instance, the proposed charge for adding displayed
liquidity does not impose a burden on competition because the
Exchange's execution services are completely voluntary and subject to
extensive competition both from other exchanges and from off-exchange
venues. The new charge applies equally to all members that otherwise
meet the requirement, i.e., adding liquidity equal to or exceeding
0.55% of total Consolidated Volume during a month, and all similarly
situated members are equally capable of qualifying for the charge if
they choose to meet the requirement. The Exchange believes that the
proposed charge will incentivize members to add greater liquidity to
the Exchange, which may benefit all BX market participants. The
Exchange also notes that Bats BYX Exchange, Inc. assesses the same fee
for adding displayed liquidity with a comparable volume requirement.
In sum, if the changes proposed herein are unattractive to market
participants, it is likely that the Exchange will lose market share as
a result. Accordingly, the Exchange does not believe that the proposed
change will impair the ability of members or competing order execution
venues to maintain their competitive standing in the financial markets.
[[Page 33189]]
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.\14\
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\14\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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:
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-BX-2017-031 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-BX-2017-031. 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-BX-2017-031 and should be
submitted on or before August 9, 2017.
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\15\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2017-15099 Filed 7-18-17; 8:45 am]
BILLING CODE 8011-01-P