Self-Regulatory Organizations; National Association of Securities Dealers, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendment No. 1 To Establish a Package of Real-Time and Near-Real-Time Data Products Called the Market Analytics Data Package, 36141-36143 [E6-9929]
Download as PDF
Federal Register / Vol. 71, No. 121 / Friday, June 23, 2006 / Notices
Citadel noted that, as a result, there is
a risk that orders executed on one
exchange as part of the opening rotation
could receive a different price if
executed as part of the opening rotation
on another exchange. Citadel asserted
that no ‘‘obvious error’’ is involved and
that the proposal is an inappropriate
punitive measure because the market
maker has not done anything wrong.
Citadel also stated that the proposal
creates an irrational distinction between
those customer orders that get the
benefit of the adjustment and those that
do not.
The Exchange countered that its
obvious error rule currently applies to
transactions occurring as part of the
opening rotation and provides for the
adjustment of market maker to market
maker transactions to prices that the
market maker may not have been
quoting at the opening.12 The Exchange
also noted that its obvious error rule
currently provides for differing
treatment with respect to obvious errors
depending on the nature of the order
and the parties involved. According to
the Exchange, the proposed rule change
is consonant with its obvious error rule,
which currently addresses an error at
the opening, adjustment of an opening
transaction, and differing treatment of
customers and market makers.
The Commission believes that the
Citadel Letter does not raise any issues
that would preclude approval of the
proposed rule change. In the
Commission’s view, the proposed rule
change strikes a reasonable balance by
affording non-broker-dealer customers
the opportunity to seek review of an
opening rotation transaction until 3:30
CT on the day of the transaction, if the
transaction occurred at a price that
satisfies the threshold set forth in the
Exchange’s obvious error rule, while at
the same time limiting the size and
amount of any such adjustment.
IV. Conclusion
It is therefore ordered, pursuant to
section 19(b)(2) of the Act,13 that the
proposed rule change (SR–CBOE–2005–
63), as amended, is approved.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.14
Nancy M. Morris,
Secretary.
[FR Doc. E6–9935 Filed 6–22–06; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–54003; File No. SR–NASD–
2006–056]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change and Amendment No. 1 To
Establish a Package of Real-Time and
Near-Real-Time Data Products Called
the Market Analytics Data Package
June 16, 2006.
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 April 24,
2006, the National Association of
Securities Dealers, Inc. (‘‘NASD’’),
through its subsidiary, The Nasdaq
Stock Market, Inc. (‘‘Nasdaq’’), 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 Nasdaq. On June
8, 2006, Nasdaq filed Amendment No. 1.
Nasdaq has designated the proposed
rule change as constituting a ‘‘noncontroversial’’ rule change pursuant to
section 19(b)(3)(A)(iii) of the Act 3 and
Rule 19b–4(f)(6) thereunder,4 which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Nasdaq proposes to establish a
package of real-time and near-real-time
data products that provide a new level
of transparency to trading activity on
Nasdaq trading systems to interested
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19–b4(f)(6). Nasdaq gave the
Commission written notice of its intent to file the
proposed rule change on March 24, 2006. For
purposes of calculating the 60-day abrogation
period, the Commission considers the period to
have commenced on June 8, 2006, the day Nasdaq
filed Amendment No. 1.
jlentini on PROD1PC65 with NOTICES
1 15
12 Telephone conference among Andrew Spiwak,
Director, Legal Division, and Chief Enforcement
Attorney, Jennifer Lamie, Managing Senior
Attorney, and Nancy Sanow, Assistant Director,
Division of Market Regulation, Commission on June
13, 2006.
13 15 U.S.C. 78f(b)(2).
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17:22 Jun 22, 2006
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36141
subscribers on a purely voluntary basis.
The text of the proposed rule change is
available at NASD, at the Commission,
and at https://www.nasdaq.com/about/
RuleFilings/Filings2006.stm.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
Nasdaq 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. Nasdaq 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
Nasdaq proposes to establish a
package of real-time and near-real-time
data products that provide a new level
of transparency to trading activity on
Nasdaq trading systems to interested
subscribers on a purely voluntary basis.
The Market Analytics Data Package will
consist of one or more of the following
products:
Market Velocity—Market Velocity is
akin to the audible noise and visible
activity that traders use on a physical
trading floor to detect changes in market
direction, momentum, or liquidity.
Nasdaq measures the frequency and size
of orders submitted to the trading
system, including under certain
conditions shares not visible in the
quote montage. Market Velocity can be
expressed as a number of shares, for
example, the current number of shares
in market and aggressive limit orders
that have arrived in the Nasdaq Market
Center execution system. Market
Velocity can also be expressed as a ratio
of the current number of shares relative
to what is expected in each stock for
that time of day. Market Velocity may
also be expressed as an alert when the
underlying data exceeds a threshold.
Market Forces—Market Forces uses
the same order and share volume
information used in Market Velocity,
but categorizes the orders by whether
they are buys or sells. Market Forces
provides an indication of market
direction and is expressed as a number
of shares or a percentage of shares in
buy versus sell orders. Market Forces
may also be expressed as an alert when
the underlying data exceeds a threshold.
E:\FR\FM\23JNN1.SGM
23JNN1
jlentini on PROD1PC65 with NOTICES
36142
Federal Register / Vol. 71, No. 121 / Friday, June 23, 2006 / Notices
Market Velocity and Market Forces
use pre-trade order information to signal
changes in market liquidity. For
example, Market Velocity will signal
when there is unusually high or low
share volume in limit orders in the
Nasdaq Market Center execution system.
Unusually high limit order share
volume can signal an opportunity to
make larger trades. Unusually low share
volume can alert traders that large
market orders are likely to have a larger
than usual price impact. Market Forces
complements the Market Velocity alerts
by indicating which side of the market
has the propensity of the limit order
share volume.
Market Velocity and Market Forces
may include shares not visible in
existing quote and order data feeds. For
example, Market Velocity and Market
Forces can signal changes in the share
volume in orders routed through Nasdaq
to other trading centers. Without Market
Velocity and Market Forces, immediate
or cancel orders that do not find the best
price on the Nasdaq book will be routed
to other trading centers without any
information showing up in existing
Nasdaq data feeds. Market Velocity and
Market Forces will not include reserve
or hidden orders.
Market Velocity and Market Forces
are real-time data products that will be
distributed over a new real-time data
feed.
Competitive VWAP Benchmark—
Competitive VWAP (CVWAP)
Benchmark is a complement to the
Volume Weighted Average Price
(VWAP), a benchmark often used by
institutional investors to determine
whether they received a good price for
a large trade. CVWAP Benchmark
provides the best and worst average
price performance by actual market
makers trading on the Nasdaq Market
Center execution system. Institutional
investors can compare the price they
received to the CVWAP Benchmark to
determine how their trade compares
with a range of actual trader
performance. CVWAP Benchmark can
also help investors identify stocks
where broker selection is very important
(those with a wide range between best
and worst CVWAP performance).
A CVWAP Benchmark is calculated as
follows: (1) A buy-side market
participant would like to benchmark the
price received for a large purchase of
issue ABCD that they sent to their sellside broker at 10 a.m. and was
completed at 2 p.m.; (2) the buy-side
participant enters the issue, start time,
end time, and minimum dollar volume
into a Web site or other query facility;
(3) Nasdaq receives the query
information and calculates individual
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17:22 Jun 22, 2006
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volume weighted average prices for each
market maker that bought ABCD
between 10 a.m. and 2 p.m. using
Nasdaq trading systems; (4) Nasdaq
filters out market makers that purchased
amounts below the minimum dollar
volume chosen (for example, a market
maker that bought 100 shares during the
time period does not provide a valid
benchmark for a large order); (5) Nasdaq
ranks the individual buy VWAPs
achieved by the market makers that
remain and reports the best and worst
VWAP prices (but not the identities of
the market participants that achieved
those prices); (6) the buy-side market
participant can then compare the best
and worst performance to the price they
received from their broker.
CVWAP Benchmark is an intra-day,
query-response product that will require
vendors to send Nasdaq query
parameters and Nasdaq to make
calculations and reply with results.
Nasdaq will not identify the market
participants that achieved the best or
worst CVWAP Benchmark for any trade
or period of time. The only exception
would be if Nasdaq built an opt-in
facility for market participants to choose
to advertise situations when they
achieved the best performance.
CVWAP Leaders—CVWAP Leaders is
a periodic market maker leader board
that enables institutional investors to
identify the firms with the most
experience trading a particular stock or
type of stock. Unlike ordinary leader
boards that rank market makers by
traded volume alone, CVWAP Leaders
ranks them by share volume weighted
by execution quality (the difference
between the market participant VWAP
and the overall VWAP).
The CVWAP Leader board is
calculated as follows: (1) Collect all
Nasdaq Market Center execution system
trades reported over a period of time,
such as five days; (2) divide all trades
into buckets of records by issue, side
(buying or selling), and half hour; (3) for
each bucket, calculate the overall
volume weighted average price for all
trades and an individual volume
weighted average price for each market
participant; (4) compare each market
participant’s individual VWAP to the
overall VWAP and allocate each market
participant points equal to the
difference in pennies between their
individual VWAP and the overall
VWAP multiplied by the number of
shares they transacted during that
period; (5) add up all the points earned
by each market participant in each issue
(across all buckets for that issue); (6)
rank market participants within that
issue by the number of points earned.
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Sfmt 4703
CVWAP Leaders is a delayed list of
issues and participants that is calculated
from all trades over an extended period
of time, such as a week. Detailed trade
by trade information is masked by the
price weighting that prevents anyone
from being able to derive the number of
shares traded or prices received by any
particular participant. CVWAP Leaders
is distributed periodically as a flat file
using a standard file transfer protocol.
Proposed Pricing Structure
Nasdaq will offer a limited
introductory period of one month
during which new Market Analytics
subscribers will receive the data for free.
After the introductory period,
organizations that receive Market
Analytics directly or indirectly (through
a retransmission vender) will have three
options:
(i) Monthly distributor fee with
subscriber fees: Organizations will, at
least, pay a distributor fee of $2,000/
month. They will receive 10 free
subscriber licenses. Subsequent
subscriber licenses will cost $1/month
for non-professionals and $10/month for
professionals.
(ii) Monthly Enterprise License:
Organizations may choose to pay an
enterprise license of $4,000/month. The
enterprise license will include the
distributor fee and unlimited subscriber
fees.
(iii) Annual Enterprise License:
Organizations that choose to sign on to
receive the service for at least 12 months
will pay an enterprise license of
$36,000/year. The annual enterprise
license will include the distributor fee
and unlimited subscriber fees.
For the new data products, Nasdaq
will not distinguish between direct and
indirect distributors or internal and
external distributors as it does with its
established data products. The decision
not to distinguish firm types was made
to encourage firms to maximize
adoption of the new, unproven data
products without consideration for how
it is received and to whom it is
provided.
2. Statutory Basis
Nasdaq believes that the proposed
rule change is consistent with section
15A of the Act,5 in general, and furthers
the objectives of section 15A(b)(6) of the
Act,6 in particular, in that it is designed
to prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, remove
impediments to a free and open market
and a national market system, and, in
5 15
6 15
E:\FR\FM\23JNN1.SGM
U.S.C. 78o–3.
U.S.C. 78o–3(b)(6).
23JNN1
Federal Register / Vol. 71, No. 121 / Friday, June 23, 2006 / Notices
general, to protect investors and the
public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Nasdaq does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to section
19(b)(3)(A) of the Act 7 and Rule
19b 4(f)(6) thereunder.8
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NASD–2006–056 on the
subject line.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.9
Nancy M. Morris,
Secretary.
[FR Doc. E6–9929 Filed 6–22–06; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–54002; File No. SR–NASD–
2006–072]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by National
Association of Securities Dealers, Inc.
To Modify the Fees for Trading and
Compliance Data and the Data
Package Available to NASD Member
Firms via NasdaqTrader.com
June 16, 2006.
Paper Comments
jlentini on PROD1PC65 with NOTICES
All submissions should refer to File
Number SR–NASD–2006–056. This file
number should be included on the
subject line if e-mail 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 inspection and copying in
the Commission’s Public Reference
Room. Copies of the filing also will be
available for inspection and copying at
the principal office of NASD.
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 the File
Number SR–NASD–2006–056 and
should be submitted on or before July
14, 2006.
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
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 5,
2006, the National Association of
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
7 15
U.S.C. 78s(b)(3)(A).
8 17 CFR 240.19b–4(f)(6).
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17:22 Jun 22, 2006
1 15
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36143
Securities Dealers, Inc. (‘‘NASD’’),
through its subsidiary, The Nasdaq
Stock Market, Inc. (‘‘Nasdaq’’), 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 Nasdaq.
Pursuant to section 19(b)(3)(A)(ii) of the
Act,3 and Rule 19b–4(f)(2) thereunder,4
Nasdaq has designated this proposal as
establishing or changing a due, fee, or
other charge, which renders the
proposed rule change effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
Nasdaq proposes to modify the fees
for trading and compliance data
available to NASD member firms via
NasdaqTrader.com, as well as to update
the information that the Nasdaq Trading
and Compliance Data Package (‘‘Data
Package’’) includes.5 Nasdaq will
implement the new fees on July 1, 2006.
The text of the proposed rule change
is below. Proposed new language is in
italics; proposed deletions are in
brackets.6
Rule 7010. System Services
(a)–(m) No Change
(n) NasdaqTrader.com Trading and
Compliance Data Package Fee
The charge to be paid by an NASD
Member Firm for each entitled user
receiving Nasdaq Trading and
Compliance Data Package via
NasdaqTrader.com is $130 [$100] per
month (monthly maximum of 25
3 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
5 March 31, 2005 was the last day that customers
had access to the Daily Share Volume Report.
Nasdaq notified customers via email on March 14,
2005, and posted a notice simultaneously on the
NasdaqTrader.com Web site, regarding the removal
of the Daily Share Volume Report from the Data
Package. In addition to having no customer demand
for the Daily Share Volume Report, Nasdaq received
no complaints nor any customer inquiries before or
after its removal from the Data Package. E-mail from
Jonathan F. Cayne, Associate General Counsel,
Nasdaq, to Joseph Morra, Special Counsel,
Commission, dated June 14, 2006. The Commission
notes that Nasdaq should have filed a proposed rule
change at the time it decided to remove the Daily
Share Volume Report from the Data Package.
6 Changes are marked to the rule text that appears
in the electronic NASD Manual found at https://
www.nasd.com. Prior to the date when The
NASDAQ Stock Market LLC (‘‘NASDAQ LLC’’)
commences operations, NASDAQ LLC will file a
conforming change to the rules of NASDAQ LLC
approved in Securities Exchange Act Release No.
53128 (January 13, 2006), 71 FR 3550 (January 23,
2006) (File No. 10–131).
4 17
E:\FR\FM\23JNN1.SGM
23JNN1
Agencies
[Federal Register Volume 71, Number 121 (Friday, June 23, 2006)]
[Notices]
[Pages 36141-36143]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-9929]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-54003; File No. SR-NASD-2006-056]
Self-Regulatory Organizations; National Association of Securities
Dealers, Inc.; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change and Amendment No. 1 To Establish a Package of Real-Time and
Near-Real-Time Data Products Called the Market Analytics Data Package
June 16, 2006.
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 April 24, 2006, the National Association of Securities Dealers, Inc.
(``NASD''), through its subsidiary, The Nasdaq Stock Market, Inc.
(``Nasdaq''), 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 Nasdaq. On June 8,
2006, Nasdaq filed Amendment No. 1. Nasdaq has designated the proposed
rule change as constituting a ``non-controversial'' rule change
pursuant to section 19(b)(3)(A)(iii) of the Act \3\ and Rule 19b-
4(f)(6) thereunder,\4\ which renders the proposal effective upon filing
with the Commission. The Commission is publishing this notice to
solicit comments on the proposed rule change, as amended, from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(iii).
\4\ 17 CFR 240.19-b4(f)(6). Nasdaq gave the Commission written
notice of its intent to file the proposed rule change on March 24,
2006. For purposes of calculating the 60-day abrogation period, the
Commission considers the period to have commenced on June 8, 2006,
the day Nasdaq filed Amendment No. 1.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
Nasdaq proposes to establish a package of real-time and near-real-
time data products that provide a new level of transparency to trading
activity on Nasdaq trading systems to interested subscribers on a
purely voluntary basis. The text of the proposed rule change is
available at NASD, at the Commission, and at https://www.nasdaq.com/
about/RuleFilings/Filings2006.stm.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, Nasdaq 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. Nasdaq 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
Nasdaq proposes to establish a package of real-time and near-real-
time data products that provide a new level of transparency to trading
activity on Nasdaq trading systems to interested subscribers on a
purely voluntary basis. The Market Analytics Data Package will consist
of one or more of the following products:
Market Velocity--Market Velocity is akin to the audible noise and
visible activity that traders use on a physical trading floor to detect
changes in market direction, momentum, or liquidity. Nasdaq measures
the frequency and size of orders submitted to the trading system,
including under certain conditions shares not visible in the quote
montage. Market Velocity can be expressed as a number of shares, for
example, the current number of shares in market and aggressive limit
orders that have arrived in the Nasdaq Market Center execution system.
Market Velocity can also be expressed as a ratio of the current number
of shares relative to what is expected in each stock for that time of
day. Market Velocity may also be expressed as an alert when the
underlying data exceeds a threshold.
Market Forces--Market Forces uses the same order and share volume
information used in Market Velocity, but categorizes the orders by
whether they are buys or sells. Market Forces provides an indication of
market direction and is expressed as a number of shares or a percentage
of shares in buy versus sell orders. Market Forces may also be
expressed as an alert when the underlying data exceeds a threshold.
[[Page 36142]]
Market Velocity and Market Forces use pre-trade order information
to signal changes in market liquidity. For example, Market Velocity
will signal when there is unusually high or low share volume in limit
orders in the Nasdaq Market Center execution system. Unusually high
limit order share volume can signal an opportunity to make larger
trades. Unusually low share volume can alert traders that large market
orders are likely to have a larger than usual price impact. Market
Forces complements the Market Velocity alerts by indicating which side
of the market has the propensity of the limit order share volume.
Market Velocity and Market Forces may include shares not visible in
existing quote and order data feeds. For example, Market Velocity and
Market Forces can signal changes in the share volume in orders routed
through Nasdaq to other trading centers. Without Market Velocity and
Market Forces, immediate or cancel orders that do not find the best
price on the Nasdaq book will be routed to other trading centers
without any information showing up in existing Nasdaq data feeds.
Market Velocity and Market Forces will not include reserve or hidden
orders.
Market Velocity and Market Forces are real-time data products that
will be distributed over a new real-time data feed.
Competitive VWAP Benchmark--Competitive VWAP (CVWAP) Benchmark is a
complement to the Volume Weighted Average Price (VWAP), a benchmark
often used by institutional investors to determine whether they
received a good price for a large trade. CVWAP Benchmark provides the
best and worst average price performance by actual market makers
trading on the Nasdaq Market Center execution system. Institutional
investors can compare the price they received to the CVWAP Benchmark to
determine how their trade compares with a range of actual trader
performance. CVWAP Benchmark can also help investors identify stocks
where broker selection is very important (those with a wide range
between best and worst CVWAP performance).
A CVWAP Benchmark is calculated as follows: (1) A buy-side market
participant would like to benchmark the price received for a large
purchase of issue ABCD that they sent to their sell-side broker at 10
a.m. and was completed at 2 p.m.; (2) the buy-side participant enters
the issue, start time, end time, and minimum dollar volume into a Web
site or other query facility; (3) Nasdaq receives the query information
and calculates individual volume weighted average prices for each
market maker that bought ABCD between 10 a.m. and 2 p.m. using Nasdaq
trading systems; (4) Nasdaq filters out market makers that purchased
amounts below the minimum dollar volume chosen (for example, a market
maker that bought 100 shares during the time period does not provide a
valid benchmark for a large order); (5) Nasdaq ranks the individual buy
VWAPs achieved by the market makers that remain and reports the best
and worst VWAP prices (but not the identities of the market
participants that achieved those prices); (6) the buy-side market
participant can then compare the best and worst performance to the
price they received from their broker.
CVWAP Benchmark is an intra-day, query-response product that will
require vendors to send Nasdaq query parameters and Nasdaq to make
calculations and reply with results. Nasdaq will not identify the
market participants that achieved the best or worst CVWAP Benchmark for
any trade or period of time. The only exception would be if Nasdaq
built an opt-in facility for market participants to choose to advertise
situations when they achieved the best performance.
CVWAP Leaders--CVWAP Leaders is a periodic market maker leader
board that enables institutional investors to identify the firms with
the most experience trading a particular stock or type of stock. Unlike
ordinary leader boards that rank market makers by traded volume alone,
CVWAP Leaders ranks them by share volume weighted by execution quality
(the difference between the market participant VWAP and the overall
VWAP).
The CVWAP Leader board is calculated as follows: (1) Collect all
Nasdaq Market Center execution system trades reported over a period of
time, such as five days; (2) divide all trades into buckets of records
by issue, side (buying or selling), and half hour; (3) for each bucket,
calculate the overall volume weighted average price for all trades and
an individual volume weighted average price for each market
participant; (4) compare each market participant's individual VWAP to
the overall VWAP and allocate each market participant points equal to
the difference in pennies between their individual VWAP and the overall
VWAP multiplied by the number of shares they transacted during that
period; (5) add up all the points earned by each market participant in
each issue (across all buckets for that issue); (6) rank market
participants within that issue by the number of points earned.
CVWAP Leaders is a delayed list of issues and participants that is
calculated from all trades over an extended period of time, such as a
week. Detailed trade by trade information is masked by the price
weighting that prevents anyone from being able to derive the number of
shares traded or prices received by any particular participant. CVWAP
Leaders is distributed periodically as a flat file using a standard
file transfer protocol.
Proposed Pricing Structure
Nasdaq will offer a limited introductory period of one month during
which new Market Analytics subscribers will receive the data for free.
After the introductory period, organizations that receive Market
Analytics directly or indirectly (through a retransmission vender) will
have three options:
(i) Monthly distributor fee with subscriber fees: Organizations
will, at least, pay a distributor fee of $2,000/month. They will
receive 10 free subscriber licenses. Subsequent subscriber licenses
will cost $1/month for non-professionals and $10/month for
professionals.
(ii) Monthly Enterprise License: Organizations may choose to pay an
enterprise license of $4,000/month. The enterprise license will include
the distributor fee and unlimited subscriber fees.
(iii) Annual Enterprise License: Organizations that choose to sign
on to receive the service for at least 12 months will pay an enterprise
license of $36,000/year. The annual enterprise license will include the
distributor fee and unlimited subscriber fees.
For the new data products, Nasdaq will not distinguish between
direct and indirect distributors or internal and external distributors
as it does with its established data products. The decision not to
distinguish firm types was made to encourage firms to maximize adoption
of the new, unproven data products without consideration for how it is
received and to whom it is provided.
2. Statutory Basis
Nasdaq believes that the proposed rule change is consistent with
section 15A of the Act,\5\ in general, and furthers the objectives of
section 15A(b)(6) of the Act,\6\ in particular, in that it is designed
to prevent fraudulent and manipulative acts and practices, to promote
just and equitable principles of trade, remove impediments to a free
and open market and a national market system, and, in
[[Page 36143]]
general, to protect investors and the public interest.
B. Self-Regulatory Organization's Statement on Burden on Competition
Nasdaq does not believe that the proposed rule change will result
in any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act, as amended.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to section 19(b)(3)(A) of the Act \7\ and Rule 19b
4(f)(6) thereunder.\8\
At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
IV. Solicitation of Comments
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\5\ 15 U.S.C. 78o-3.
\6\ 15 U.S.C. 78o-3(b)(6).
\7\ 15 U.S.C. 78s(b)(3)(A).
\8\ 17 CFR 240.19b-4(f)(6).
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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 e-mail to rule-comments@sec.gov. Please include
File Number SR-NASD-2006-056 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASD-2006-056. This file
number should be included on the subject line if e-mail 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 inspection and
copying in the Commission's Public Reference Room. Copies of the filing
also will be available for inspection and copying at the principal
office of NASD.
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 the File Number SR-NASD-2006-
056 and should be submitted on or before July 14, 2006.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\9\
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\9\ 17 CFR 200.30-3(a)(12).
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Nancy M. Morris,
Secretary.
[FR Doc. E6-9929 Filed 6-22-06; 8:45 am]
BILLING CODE 8010-01-P