Self-Regulatory Organizations; Nasdaq MRX, LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to PIM Fees and Rebates, 10357-10359 [2019-05212]
Download as PDF
Federal Register / Vol. 84, No. 54 / Wednesday, March 20, 2019 / Notices
should be submitted on or before April
10, 2019.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–05218 Filed 3–19–19; 8:45 am]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
BILLING CODE 8011–01–P
Self-Regulatory Organizations; Nasdaq
MRX, LLC; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to PIM Fees and
Rebates
The Exchange proposes to amend the
Pricing Schedule at Options 7, Section
3, entitled ‘‘Regular Order Fees and
Rebates’’ at Table 2 to (1) lower PIM
Fees for Crossing Orders 3 for both
Penny and Non-Penny Symbols
provided certain criteria is met; and (2)
increase the PIM rebate in Non-Penny
Symbols Fees for Reponses to Crossing
Orders provided certain criteria is met.
The Exchange will describe each
amendment below.
March 14, 2019.
PIM Fees for Crossing Orders
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85313; File No. SR–MRX–
2019–05]
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 March 7,
2019, Nasdaq MRX, LLC (‘‘MRX’’ or
‘‘Exchange’’) 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
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
Pricing Schedule at Options 7, Section
3, entitled ‘‘Regular Order Fees and
Rebates.’’
The text of the proposed rule change
is available on the Exchange’s website at
https://nasdaqmrx.cchwallstreet.com/, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
jbell on DSK30RV082PROD with NOTICES
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
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
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Today, MRX assesses an originating
PIM Fee for Crossing Orders in Penny
and Non-Penny Symbols of $0.20 per
contract for Market Maker,4 Non-Nasdaq
MRX Market Maker,5 Firm Proprietary,6
Broker-Dealer,7 and Professional
Customer 8 orders, and $0.00 per
contract for Priority Customer Orders.9
MRX assesses a contra-side PIM Fee for
Crossing Orders in all symbols of $0.05
per contract. MRX proposes to offer
market participants an opportunity to
lower the contra-side Fee for Crossing
Orders. Members that execute 10,000
PIM originating contracts or greater, per
day, within a month will be assessed a
contra-side Fee for Crossing Orders of
3 A ‘‘Crossing Order’’ is an order executed in the
Exchange’s Facilitation Mechanism, Solicited Order
Mechanism, Price Improvement Mechanism
(‘‘PIM’’) or submitted as a Qualified Contingent
Cross order. For purposes of this Pricing Schedule,
orders executed in the Block Order Mechanism are
also considered Crossing Orders.
4 A ‘‘Market Maker’’ is a market maker as defined
in Nasdaq MRX Rule 100(a)(30). Market Maker fees
discussed in this section also apply to Market
Maker orders sent to the Exchange by Electronic
Access Members.
5 A ‘‘Non-Nasdaq MRX Market Maker’’ is a market
maker as defined in Section 3(a)(38) of the
Securities Exchange Act of 1934, as amended,
registered in the same options class on another
options exchange.
6 A ‘‘Firm Proprietary’’ order is an order
submitted by a Member for its own proprietary
account.
7 A ‘‘Broker-Dealer’’ order is an order submitted
by a Member for a broker-dealer account that is not
its own proprietary account.
8 A ‘‘Professional Customer’’ is a person or entity
that is not a broker/dealer and is not a Priority
Customer.
9 A ‘‘Priority Customer’’ is a person or entity that
is not a broker/dealer in securities, and does not
place more than 390 orders in listed options per day
on average during a calendar month for its own
beneficial account(s), as defined in Nasdaq MRX
Rule 100(a)(37A).
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10357
$0.02 per contract instead of the $0.05
per contract fee.
The Exchange assesses Fees for
Reponses to Crossing Order of $0.50 per
contract in Penny Symbols and $1.10
per contract in Non-Penny Symbols.
These fees are not being amended with
this proposal.
PIM Rebate
Today, MRX pays a rebate to an
originating Priority Customer PIM Order
that executes with a response (an order
or quote), other than the PIM contra-side
order, of $0.40 per contract in Penny
Symbols and $1.00 per contract in NonPenny Symbols. MRX proposes to offer
market participants an opportunity to
increase the PIM rebate for an
originating Priority Customer PIM
Order. Members that execute 10,000
PIM originating contracts or greater, per
day, within a month will receive a
rebate of $1.05 per contract in NonPenny Symbols instead of $1.00 per
contract.
The Exchange believes that this
proposal will encourage Members to
send additional PIM orders to MRX and
cause the origination of PIM auctions. In
turn the increased liquidity that may be
obtained on MRX in PIM auctions will
allow MRX Members the ability to
interact with these orders by responding
to PIM auctions.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,10 in general, and
furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,11 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 Exchange believes that the
proposed changes will attract PIM order
flow to MRX, which will create trading
opportunities on MRX which benefits
all Members.
The Exchange believes that its
proposal to assess contra-side PIM
Orders a reduced Fee for Crossing
Orders in both Penny and Non-Penny
Symbols of $0.02 per contract provided
a Member executes 10,000 PIM
originating contracts or greater, per day,
within a month is reasonable because
the Exchange proposes to encourage
theses market participants to submit a
greater amount of order flow to the MRX
PIM auction. The Exchange’s proposal
10 15
11 15
E:\FR\FM\20MRN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
20MRN1
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Federal Register / Vol. 84, No. 54 / Wednesday, March 20, 2019 / Notices
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to pay a higher PIM rebate of $1.05 per
contract in Non-Penny Symbols to
Members that execute 10,000 PIM
originating contracts or greater, per day,
within a month is reasonable because it
will incentivize market participants to
send additional PIM order flow to MRX.
Greater liquidity in the PIM auction
provides additional opportunities for
price improvement.
As an example, if an MRX Member
submits a Non-Penny Symbol paired
order to the PIM auction with an
originating Priority Customer Order, the
originating Priority Customer Order
would pay no Fee for Crossing Orders.
The contra-side PIM order would pay a
Fee for Crossing Orders of $0.05 per
contract.12 With this proposal the
maximum fee for the contra-side of the
PIM order could be reduced to $0.02 per
contract provided the Member
submitting the paired PIM order
executed 10,000 PIM originating
contracts or greater, per day, within a
month. This proposal offers MRX
Members an opportunity initiate PIM
auctions at a total maximum cost of
$0.02 per contract provided they met
the requisite quantity of originating side
execution in a PIM auction for the
month.13
If an MRX Member responds to the
PIM order, breaking-up the paired order,
the responding Member would be
assessed a fee of $1.10 per contract.14
Because in this example the originating
Priority Customer PIM Order executed
with a response (order or quote), other
than the PIM contra-side order, the
Member that entered the paired order
would receive a rebate of $0.40 per
contract in Penny Symbols and $1.00
per contract in Non-Penny Symbols.
With this proposal, the Member that
submitted the paired order could
achieve the higher rebate of $1.05 per
contract, provided the Member executed
10,000 PIM originating contracts or
greater, per day in Non-Penny Symbols.
The PIM fee paid by the responder
assists the Exchange in funding the
rebate to encourage Members to submit
PIM order flow to the Exchange, which
all Members may interact with and
respond to within the PIM auction.
12 All market participants on the contra-side of a
PIM auction are assessed a Fee for Crossing Orders
of $0.05 per contract.
13 MRX assesses PIM fees on a monthly basis and
the fees would be applied per day, within a month,
subject to any business day exclusions. The
Exchange notes that this fee is calculated by
averaging volume across the month per business
day.
14 All market participants responding to a PIM
auction pay either a $0.50 per contract Penny
Symbol or $1.10 Non-Penny Symbol Fee for
Reponses to PIM auctions.
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The Exchange believes that its
proposal to assess contra-side PIM
Orders a reduced Fee for Crossing
Orders in both Penny and Non-Penny
Symbols of $0.02 per contract, provided
a Member executes 10,000 PIM
originating contracts or greater, per day,
within a month, is equitable and not
unfairly discriminatory because all
Members may achieve this reduced PIM
fee provided they execute the requisite
quantity of PIM originating contracts.
The Exchange’s proposal to pay a higher
PIM rebate of $1.05 per contract in NonPenny Symbols to Members that execute
10,000 PIM originating contracts or
greater, per day, within a month is
equitable and not unfairly
discriminatory because all Members
may achieve a higher rebate in NonPenny Symbols provided they execute
10,000 PIM originating contracts or
greater, per day, within a month.
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. The
Exchange’s proposal does not impose a
burden on inter-market competition
because the proposed fee structure for
PIM Orders remains competitive with
other options exchanges.15 MRX
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. 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.
The Exchange believes that its
proposal to assess contra-side PIM
Orders a reduced Fee for Crossing
Orders in both Penny and Non-Penny
Symbols of $0.02 per contract, provided
a Member executes 10,000 PIM
originating contracts or greater, per day,
within a month, does not impose an
undue burden on competition because
all Members may achieve this reduced
PIM fee provided they execute the
requisite quantity of PIM originating
contracts. The Exchange’s proposal to
15 See Cboe EDGX Exchange, Inc.’s Fee Schedule,
specifically the BAM Pricing.
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pay a higher PIM rebate of $1.05 per
contract in Non-Penny Symbols to
Members that execute 10,000 PIM
originating contracts or greater, per day,
within a month does not impose an
undue burden on competition because
all Members may achieve a higher
rebate in Non-Penny Symbols provided
they execute 10,000 PIM originating
contracts or greater, per day, within a
month.
The Exchange believes that the
proposed fees do not impact intramarket competition notwithstanding
that the proposed per contract fees
assessed to Members that respond to a
PIM auction pay a greater per contract
fee ($0.50 per contract for Penny and
$1.10 per contract for Non-Penny) than
Members that are contra to a PIM Order
($0.05 or $0.02, as proposed, per
contract for all options series). The
Exchange notes that Members who
commence a PIM auction guarantee the
execution of the agency order. Members
may choose to respond to a PIM auction
if they desire to participate in the
auction and potentially improve the
price and execute against the agency
order. Initiators assume a greater risk
when they guarantee the trade. Initiators
provide liquidity when they initiate a
PIM auction and provide an opportunity
for any Member to interact with the
order flow within the PIM auction. All
Members that operate an agency
business may initiate a PIM Order, and
all Members are able to participate by
responding to PIM auctions. The
Exchange believes assessing responders
a higher fee as compared to an initiator
does not impose an undue burden on
intra-market competition because
Members that initiate PIM auctions
bring order flow to ISE [sic] for all
Members to interact with by responding
to a PIM auction. The Exchange desires
to incentivize these Members for
bringing order flow and initiating PIM
auctions. Responders are assessed a
higher fee to respond to these PIM
auctions because they are not required
to participate in the PIM auction and
also because they may respond during
the final millisecond of the auction
timer and assume less risk by obtaining
more certainty with respect to price. If
no one responds to the PIM auction, the
initiator will execute the paired order.
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.
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Federal Register / Vol. 84, No. 54 / Wednesday, March 20, 2019 / Notices
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.16 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
jbell on DSK30RV082PROD with NOTICES
• 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–
MRX–2019–05 on the subject line.
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.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
comment submissions. You should
submit only information that you wish
to make available publicly. All
submissions should refer to File
Number SR–MRX–2019–05 and should
be submitted on or before April 10,
2019.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–05212 Filed 3–19–19; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85314; File No. SR–MIAX–
2019–07]
Self-Regulatory Organizations; Miami
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Its Fee Schedule
Paper Comments
March 14, 2019.
• 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–MRX–2019–05. 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 website (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 website viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE,
Pursuant to the provisions of 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 February 28, 2019, Miami
International Securities Exchange LLC
(‘‘MIAX Options’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) a
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 is filing a proposal to
amend the MIAX Options Fee Schedule
(the ‘‘Fee Schedule’’).
The text of the proposed rule change
is available on the Exchange’s website at
https://www.miaxoptions.com/rulefilings, at MIAX’s principal office, and
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
16 15
U.S.C. 78s(b)(3)(A)(ii).
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17:27 Mar 19, 2019
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10359
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 Exchange proposes to amend the
list of MIAX Select Symbols 3 contained
in the Priority Customer Rebate Program
(the ‘‘Program’’) 4 of the Exchange’s Fee
Schedule to delete the symbol ‘‘VXX’’
associated with iPath S&P 500 VIX
Short-Term Futures ETN (‘‘VXX ETN’’).
The Exchange initially created the list
of MIAX Select Symbols on March 1,
2014,5 and has added and removed
option classes from that list since that
time.6 Select Symbols are rebated
slightly higher in certain Program tiers
than non-Select Symbols. The Exchange
notes that the VXX ETN matured on
January 30, 2019.7 Options on the VXX
3 The term ‘‘MIAX Select Symbols’’ means
options overlying AAL, AAPL, AIG, AMAT, AMD,
AMZN, BA, BABA, BB, BIDU, BP, C, CAT, CBS,
CELG, CLF, CVX, DAL, EBAY, EEM, FB, FCX, GE,
GILD, GLD, GM, GOOGL, GPRO, HAL, HTZ, INTC,
IWM, JCP, JNJ, JPM, KMI, KO, MO, MRK, NFLX,
NOK, ORCL, PBR, PFE, PG, QCOM, QQQ, RIG, S,
SPY, T, TSLA, USO, VALE, VXX, WBA, WFC,
WMB, WY, X, XHB, XLE, XLF, XLP, XOM and
XOP.
4 See section (1)(a)(iii) of the Fee Schedule for a
complete description of the Program.
5 See Securities Exchange Act Release No. 71700
(March 12, 2014), 79 FR 15188 (March 18, 2014)
(SR–MIAX–2014–13).
6 See Securities Exchange Act Release Nos. 8109
(June 26, 2017), 82 FR 29962 (June 30, 2017) (SR–
MIAX–2017–29); 79301 (November 14, 2016), 81 FR
81854 (November 18, 2016) (SR–MIAX–2016–42);
74291(February 18, 2015), 80 FR 9841 (February 24,
2015) (SR–MIAX–2015–09); 74288 (February 18,
2015), 80 FR 9837 (February 24, 2015) (SR–MIAX–
2015–08); 73328 (October 9, 2014), 79 FR 62230
(October 16, 2014) (SR–MIAX–2014–50); 72567
(July 8, 2014), 79 FR 40818 (July 14, 2014) (SR–
MIAX–2014–34); 72356 (June 10, 2014), 79 FR
34384 (June 16, 2014) (SR–MIAX–2014–26); 71700
(March 12, 2014), 79 FR 15188 (March 18, 2014)
(SR–MIAX–2014–13).
7 See Prospectus and Pricing Supplement for
iPath S&P 500 VIX Short-Term Futures ETN
Continued
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Agencies
[Federal Register Volume 84, Number 54 (Wednesday, March 20, 2019)]
[Notices]
[Pages 10357-10359]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2019-05212]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-85313; File No. SR-MRX-2019-05]
Self-Regulatory Organizations; Nasdaq MRX, LLC; Notice of Filing
and Immediate Effectiveness of a Proposed Rule Change Relating to PIM
Fees and Rebates
March 14, 2019.
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 March 7, 2019, Nasdaq MRX, LLC (``MRX'' or ``Exchange'') 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 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.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the Pricing Schedule at Options 7,
Section 3, entitled ``Regular Order Fees and Rebates.''
The text of the proposed rule change is available on the Exchange's
website at https://nasdaqmrx.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 Exchange proposes to amend the Pricing Schedule at Options 7,
Section 3, entitled ``Regular Order Fees and Rebates'' at Table 2 to
(1) lower PIM Fees for Crossing Orders \3\ for both Penny and Non-Penny
Symbols provided certain criteria is met; and (2) increase the PIM
rebate in Non-Penny Symbols Fees for Reponses to Crossing Orders
provided certain criteria is met. The Exchange will describe each
amendment below.
---------------------------------------------------------------------------
\3\ A ``Crossing Order'' is an order executed in the Exchange's
Facilitation Mechanism, Solicited Order Mechanism, Price Improvement
Mechanism (``PIM'') or submitted as a Qualified Contingent Cross
order. For purposes of this Pricing Schedule, orders executed in the
Block Order Mechanism are also considered Crossing Orders.
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PIM Fees for Crossing Orders
Today, MRX assesses an originating PIM Fee for Crossing Orders in
Penny and Non-Penny Symbols of $0.20 per contract for Market Maker,\4\
Non-Nasdaq MRX Market Maker,\5\ Firm Proprietary,\6\ Broker-Dealer,\7\
and Professional Customer \8\ orders, and $0.00 per contract for
Priority Customer Orders.\9\ MRX assesses a contra-side PIM Fee for
Crossing Orders in all symbols of $0.05 per contract. MRX proposes to
offer market participants an opportunity to lower the contra-side Fee
for Crossing Orders. Members that execute 10,000 PIM originating
contracts or greater, per day, within a month will be assessed a
contra-side Fee for Crossing Orders of $0.02 per contract instead of
the $0.05 per contract fee.
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\4\ A ``Market Maker'' is a market maker as defined in Nasdaq
MRX Rule 100(a)(30). Market Maker fees discussed in this section
also apply to Market Maker orders sent to the Exchange by Electronic
Access Members.
\5\ A ``Non-Nasdaq MRX Market Maker'' is a market maker as
defined in Section 3(a)(38) of the Securities Exchange Act of 1934,
as amended, registered in the same options class on another options
exchange.
\6\ A ``Firm Proprietary'' order is an order submitted by a
Member for its own proprietary account.
\7\ A ``Broker-Dealer'' order is an order submitted by a Member
for a broker-dealer account that is not its own proprietary account.
\8\ A ``Professional Customer'' is a person or entity that is
not a broker/dealer and is not a Priority Customer.
\9\ A ``Priority Customer'' is a person or entity that is not a
broker/dealer in securities, and does not place more than 390 orders
in listed options per day on average during a calendar month for its
own beneficial account(s), as defined in Nasdaq MRX Rule
100(a)(37A).
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The Exchange assesses Fees for Reponses to Crossing Order of $0.50
per contract in Penny Symbols and $1.10 per contract in Non-Penny
Symbols. These fees are not being amended with this proposal.
PIM Rebate
Today, MRX pays a rebate to an originating Priority Customer PIM
Order that executes with a response (an order or quote), other than the
PIM contra-side order, of $0.40 per contract in Penny Symbols and $1.00
per contract in Non-Penny Symbols. MRX proposes to offer market
participants an opportunity to increase the PIM rebate for an
originating Priority Customer PIM Order. Members that execute 10,000
PIM originating contracts or greater, per day, within a month will
receive a rebate of $1.05 per contract in Non-Penny Symbols instead of
$1.00 per contract.
The Exchange believes that this proposal will encourage Members to
send additional PIM orders to MRX and cause the origination of PIM
auctions. In turn the increased liquidity that may be obtained on MRX
in PIM auctions will allow MRX Members the ability to interact with
these orders by responding to PIM auctions.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\10\ in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5) of the Act,\11\ 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
Exchange believes that the proposed changes will attract PIM order flow
to MRX, which will create trading opportunities on MRX which benefits
all Members.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that its proposal to assess contra-side PIM
Orders a reduced Fee for Crossing Orders in both Penny and Non-Penny
Symbols of $0.02 per contract provided a Member executes 10,000 PIM
originating contracts or greater, per day, within a month is reasonable
because the Exchange proposes to encourage theses market participants
to submit a greater amount of order flow to the MRX PIM auction. The
Exchange's proposal
[[Page 10358]]
to pay a higher PIM rebate of $1.05 per contract in Non-Penny Symbols
to Members that execute 10,000 PIM originating contracts or greater,
per day, within a month is reasonable because it will incentivize
market participants to send additional PIM order flow to MRX. Greater
liquidity in the PIM auction provides additional opportunities for
price improvement.
As an example, if an MRX Member submits a Non-Penny Symbol paired
order to the PIM auction with an originating Priority Customer Order,
the originating Priority Customer Order would pay no Fee for Crossing
Orders. The contra-side PIM order would pay a Fee for Crossing Orders
of $0.05 per contract.\12\ With this proposal the maximum fee for the
contra-side of the PIM order could be reduced to $0.02 per contract
provided the Member submitting the paired PIM order executed 10,000 PIM
originating contracts or greater, per day, within a month. This
proposal offers MRX Members an opportunity initiate PIM auctions at a
total maximum cost of $0.02 per contract provided they met the
requisite quantity of originating side execution in a PIM auction for
the month.\13\
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\12\ All market participants on the contra-side of a PIM auction
are assessed a Fee for Crossing Orders of $0.05 per contract.
\13\ MRX assesses PIM fees on a monthly basis and the fees would
be applied per day, within a month, subject to any business day
exclusions. The Exchange notes that this fee is calculated by
averaging volume across the month per business day.
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If an MRX Member responds to the PIM order, breaking-up the paired
order, the responding Member would be assessed a fee of $1.10 per
contract.\14\ Because in this example the originating Priority Customer
PIM Order executed with a response (order or quote), other than the PIM
contra-side order, the Member that entered the paired order would
receive a rebate of $0.40 per contract in Penny Symbols and $1.00 per
contract in Non-Penny Symbols. With this proposal, the Member that
submitted the paired order could achieve the higher rebate of $1.05 per
contract, provided the Member executed 10,000 PIM originating contracts
or greater, per day in Non-Penny Symbols. The PIM fee paid by the
responder assists the Exchange in funding the rebate to encourage
Members to submit PIM order flow to the Exchange, which all Members may
interact with and respond to within the PIM auction.
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\14\ All market participants responding to a PIM auction pay
either a $0.50 per contract Penny Symbol or $1.10 Non-Penny Symbol
Fee for Reponses to PIM auctions.
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The Exchange believes that its proposal to assess contra-side PIM
Orders a reduced Fee for Crossing Orders in both Penny and Non-Penny
Symbols of $0.02 per contract, provided a Member executes 10,000 PIM
originating contracts or greater, per day, within a month, is equitable
and not unfairly discriminatory because all Members may achieve this
reduced PIM fee provided they execute the requisite quantity of PIM
originating contracts. The Exchange's proposal to pay a higher PIM
rebate of $1.05 per contract in Non-Penny Symbols to Members that
execute 10,000 PIM originating contracts or greater, per day, within a
month is equitable and not unfairly discriminatory because all Members
may achieve a higher rebate in Non-Penny Symbols provided they execute
10,000 PIM originating contracts or greater, per day, within a month.
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. The Exchange's proposal does
not impose a burden on inter-market competition because the proposed
fee structure for PIM Orders remains competitive with other options
exchanges.\15\ MRX 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. 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.
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\15\ See Cboe EDGX Exchange, Inc.'s Fee Schedule, specifically
the BAM Pricing.
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The Exchange believes that its proposal to assess contra-side PIM
Orders a reduced Fee for Crossing Orders in both Penny and Non-Penny
Symbols of $0.02 per contract, provided a Member executes 10,000 PIM
originating contracts or greater, per day, within a month, does not
impose an undue burden on competition because all Members may achieve
this reduced PIM fee provided they execute the requisite quantity of
PIM originating contracts. The Exchange's proposal to pay a higher PIM
rebate of $1.05 per contract in Non-Penny Symbols to Members that
execute 10,000 PIM originating contracts or greater, per day, within a
month does not impose an undue burden on competition because all
Members may achieve a higher rebate in Non-Penny Symbols provided they
execute 10,000 PIM originating contracts or greater, per day, within a
month.
The Exchange believes that the proposed fees do not impact intra-
market competition notwithstanding that the proposed per contract fees
assessed to Members that respond to a PIM auction pay a greater per
contract fee ($0.50 per contract for Penny and $1.10 per contract for
Non-Penny) than Members that are contra to a PIM Order ($0.05 or $0.02,
as proposed, per contract for all options series). The Exchange notes
that Members who commence a PIM auction guarantee the execution of the
agency order. Members may choose to respond to a PIM auction if they
desire to participate in the auction and potentially improve the price
and execute against the agency order. Initiators assume a greater risk
when they guarantee the trade. Initiators provide liquidity when they
initiate a PIM auction and provide an opportunity for any Member to
interact with the order flow within the PIM auction. All Members that
operate an agency business may initiate a PIM Order, and all Members
are able to participate by responding to PIM auctions. The Exchange
believes assessing responders a higher fee as compared to an initiator
does not impose an undue burden on intra-market competition because
Members that initiate PIM auctions bring order flow to ISE [sic] for
all Members to interact with by responding to a PIM auction. The
Exchange desires to incentivize these Members for bringing order flow
and initiating PIM auctions. Responders are assessed a higher fee to
respond to these PIM auctions because they are not required to
participate in the PIM auction and also because they may respond during
the final millisecond of the auction timer and assume less risk by
obtaining more certainty with respect to price. If no one responds to
the PIM auction, the initiator will execute the paired order.
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.
[[Page 10359]]
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.\16\ 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.
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\16\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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-MRX-2019-05 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-MRX-2019-05. 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 website (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 website 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. Persons submitting comments are
cautioned that we do not redact or edit personal identifying
information from comment submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-MRX-2019-05 and should be submitted on
or before April 10, 2019.
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\17\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019-05212 Filed 3-19-19; 8:45 am]
BILLING CODE 8011-01-P