Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Modify the Requirements To Qualify for Credits as a Designated Liquidity Provider Under Rule 7018(i), 63238-63240 [2010-25741]
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63238
Federal Register / Vol. 75, No. 198 / Thursday, October 14, 2010 / Notices
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,8 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
a.m. and 3 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–EDGA–
2010–14 and should be submitted on or
before November 4, 2010.
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
1, 2010, The NASDAQ Stock Market
LLC (‘‘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. The Commission
is publishing this notice to solicit
comments on the proposed rule change
from interested persons.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
Charge to Designated
Liquidity Provider
entering Order that
executes in the
Nasdaq Market
Center or attempts
to execute in the
Nasdaq Market
Center prior to routing:
Credit to Designated
Liquidity Provider
providing displayed
liquidity through the
Nasdaq Market
Center:
[FR Doc. 2010–25743 Filed 10–13–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63040; File No. SR–
NASDAQ–2010–128]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Modify the
Requirements To Qualify for Credits as
a Designated Liquidity Provider Under
Rule 7018(i)
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
NASDAQ proposes to modify the
requirements to qualify for credits as a
designated liquidity provider under
Rule 7018(i) and to make a minor
technical change. NASDAQ will
implement the proposed change on
October 1, 2010. The text of the
proposed rule change is below.
Proposed new language is italicized.
Deleted language is [bracketed].
*
*
*
*
*
7018. Nasdaq Market Center Order
Execution and Routing
(a)–(h) No change.
(i) Notwithstanding the foregoing, the
following charges shall apply to
transactions in a Qualified Security by
one of its Designated Liquidity
Providers:
jlentini on DSKJ8SOYB1PROD with NOTICES
October 5, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
8 The text of the proposed rule change is available
on Exchange’s Web site at https://
www.directedge.com, on the Commission’s Web site
at https://www.sec.gov, at EDGA, and at the
Commission’s Public Reference Room.
9 17 CFR 200.30–3(a)(12).
VerDate Mar<15>2010
18:15 Oct 13, 2010
Jkt 223001
$0.003 per share executed for securities priced at $1 or
more per share
(For securities
priced at less than
$1 per share, the
normal execution
fee under 7018(a)
will apply).
$0.004 per share executed (or $0, in
the case of executions against
Quotes/Orders in
the Nasdaq Market
Center at less than
$1.00 per share),
up to 10 million
shares average
daily volume.
Normal credits under
7018(a) apply to
shares greater than
10 million average
daily volume and
non-displayed liquidity.
For purposes of this paragraph:
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00098
Fmt 4703
Sfmt 4703
(1) A security may be designated as a
‘‘Qualified Security’’ if:
(A) it is an exchange-traded fund or
index-linked security listed on Nasdaq
pursuant to Nasdaq Rules 5705, 5710, or
5720;
(B) [there has been no time at which
its average daily volume on Nasdaq has
exceeded 10,000,000 shares during two
calendar months of any three calendarmonth period; and
(C)] it has at least one Designated
Liquidity Provider.
[The security will cease to be a
Qualified Security at the end of the
second calendar month that causes the
condition described in paragraph (B) not
to be satisfied.]
(2) A ‘‘Designated Liquidity Provider’’
or ‘‘DLP’’ is a registered Nasdaq market
maker for a Qualified Security that has
committed to maintain minimum
performance standards. [Designated
Liquidity Providers]A DLP shall be
selected by Nasdaq based on factors
including, but not limited to, experience
with making markets in exchangetraded funds and index-linked
securities, adequacy of capital,
willingness to promote Nasdaq as a
marketplace, issuer preference,
operational capacity, support personnel,
and history of adherence to Nasdaq
rules and securities laws. Nasdaq may
limit the number of Designated
Liquidity Providers in a security, or
modify a previously established limit,
upon prior written notice to members.
The minimum performance standards
applicable to a DLP[Designated
Liquidity Provider] may be determined
from time to time by Nasdaq and may
vary depending on the price, liquidity,
and volatility of the Qualified Security
in which the DLP[Designated Liquidity
Provider] is registered. The performance
measurements will include (A) percent
of time at the national best bid (best
offer) (‘‘NBBO’’); (B) percent of
executions better than the NBBO; (C)
average displayed size; and (D) average
quoted spread.
(3) If a DLP does not meet the
performance measurements for a given
month, fees and credits will revert to the
normal schedule under 7018(a). If a DLP
does not meet the stated performance
measurements for 3 out of the past 4
months, the DLP is subject to forfeit of
DLP status for that instrument, at
NASDAQ’s discretion. A DLP must
provide 30 days written notice if it
wishes to withdraw its registration in a
Qualified Security.
(j) No change.
*
*
*
*
*
E:\FR\FM\14OCN1.SGM
14OCN1
Federal Register / Vol. 75, No. 198 / Thursday, October 14, 2010 / Notices
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.
jlentini on DSKJ8SOYB1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NASDAQ is proposing to modify the
criteria required of Designated Liquidity
Providers to qualify for credits in
transactions involving a Qualified
Security.3 Currently, a Designated
Liquidity Provider (‘‘DLP’’) may receive
a credit of $0.004 per share executed (or
$0, in the case of executions against
Quotes/Orders in the Nasdaq Market
Center at less than $1.00 per share) if it
provides liquidity in a Qualified
Security to the Nasdaq Market Center. A
Qualified Security is defined by three
criteria in Rule 7018(i)(1): (A) It must be
an exchange-traded fund or indexlinked security listed on Nasdaq
pursuant to Nasdaq Rules 5705, 5710, or
5720; (B) there has been no time at
which its average daily volume on
Nasdaq has exceeded 10 million shares
during two calendar months of any
three calendar-month period; and (C) it
has at least one Designated Liquidity
Provider. A security will cease to be
classified as a Qualified Security at the
end of the second calendar month that
causes the condition described in
paragraph (B) not to be satisfied.
NASDAQ is eliminating requirement
‘‘(B)’’ of the definition of Qualified
Security together with related language
under the rule, and will now permit
DLPs to qualify for the credit in a
Qualified Security with an average daily
volume during the month of up to 10
million. Any average daily volume for
the month in the Qualified Security in
excess of 10 million would be assessed
the standard rates found under Rule
7018(a). As such, a DLP will be able to
receive the higher $0.004 credit on up
3 The Designated Liquidity Provider pricing
incentive program was implemented in August
2007. See Securities Exchange Act Release No.
56130 (July 25, 2007), 72 FR 42163 (August 1, 2007)
(SR–NASDAQ–2007–061).
VerDate Mar<15>2010
16:30 Oct 13, 2010
Jkt 223001
to 10 million shares of average daily
volume per month in a Qualified
Security, even if the DLP exceeds 10
million in average daily volume in a
given month.
NASDAQ is also limiting the
availability of the credit to only DLPs
providing displayed liquidity through
the Nasdaq Market Center. A primary
purpose of the credit program in
Qualified Securities is to promote an
active and liquid trading market in ETFs
and ILSs. As currently written, however,
Rule 7018(i) provides a credit for any
type of liquidity provided by a DLP,
even if the liquidity is not-displayed
and thus not promoting price discovery
through active public display. NASDAQ
believes that the program should only
award DLPs that make markets in a
Qualified Security by providing
displayed liquidity.
NASDAQ is adding new rule text
describing the consequences of failing to
meet the DLP minimum performance
criteria described in Rule 7018(i)(2). The
minimum performance standards
applicable to a DLP are determined by
NASDAQ and may vary depending on
the price, liquidity, and volatility of a
particular Qualified Security. These
performance measurements include: (A)
Percent of time at the NBBO; (B) percent
of executions better than the NBBO; (C)
average displayed size; and (D) average
quoted spread. NASDAQ may remove
DLPs that do not meet performance
standards, or that decide to change their
status, at any time. NASDAQ is
providing clarifying information
regarding the consequences of failing to
meet the minimum performance
standards. Specifically, if a DLP fails to
meet minimum performance standards
in a given month, fees will revert to the
standard schedule of fees and credits
under Rule 7018(a). If a DLP fails to
meet minimum performance standards
for three out of the past four months, it
will lose DLP status for that instrument.
NASDAQ is imposing a thirty-day prior
notice obligation on DLPs seeking to
withdraw registration in a Qualified
Security. This thirty-day notice
requirement will ensure that NASDAQ
has adequate time to assign a new DLP,
thus avoiding any disruption in market
quality that may be caused by the
absence of an assigned DLP.
Last, NASDAQ is making a nonsubstantive technical change to the rule
by providing the acronym ‘‘DLP’’ as an
alternative to ‘‘Designated Liquidity
Provider’’ for use in the rule text.
provisions of Section 6 of the Act,4 in
general, and Section 6(b)(4) of the Act,5
in particular, because it provides for the
equitable allocation of reasonable dues,
fees and other charges among members
and issuers and other persons using any
facility or system that NASDAQ
operates or controls, and it does not
unfairly discriminate between
customers, issuers, brokers or dealers.
NASDAQ believes that by allocating
pricing benefits to market makers that
make tangible commitments to
enhancing market quality for ETFs and
ILSs listed on NASDAQ, the proposal
will encourage the development of new
financial products, provide a better
trading environment for investors in
ETFs and ILSs, and encourage greater
competition between listing venues for
ETFs and ILSs. The changes proposed
herein are designed to further promote
liquid markets in ETFs and ILSs, and to
ensure that DLPs are provided adequate
incentives to continue to meet
minimum standards to participate in the
credit program.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ believes that the proposed
rule change will encourage greater
competition among venues that list
ETFs and ILSs, and will further
strengthen the quality of the NASDAQ
market as a venue for transactions in
ETFs and ILSs. Accordingly, 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
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.6 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
2. Statutory Basis
NASDAQ believes that the proposed
rule change is consistent with the
PO 00000
Frm 00099
Fmt 4703
Sfmt 4703
63239
4 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
6 15 U.S.C. 78s(b)(3)(a)(ii).
5 15
E:\FR\FM\14OCN1.SGM
14OCN1
63240
Federal Register / Vol. 75, No. 198 / Thursday, October 14, 2010 / Notices
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 e-mail to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2010–128 on the
subject line.
Paper Comments
jlentini on DSKJ8SOYB1PROD with NOTICES
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2010–128. 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 website viewing and
printing in the Commission’s Public
Reference Room on official business
days between the hours of 10 a.m. and
3 p.m. Copies of such filing also will be
available for inspection and copying at
the principal offices of the Exchange.
All comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NASDAQ–2010–128, and
should be submitted on or before
November 4, 2010.
VerDate Mar<15>2010
16:30 Oct 13, 2010
Jkt 223001
For the Commission, by the Division
of Trading and Markets, pursuant to
delegated authority.7
the places specified in Item IV below,
and is set forth in Sections A, B, and C
below.
Florence E. Harmon,
Deputy Secretary.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2010–25741 Filed 10–13–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63051; File No. SR–Phlx–
2010–135]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Regarding
Collars for Unpriced Orders
October 6, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder,
notice is hereby given that on
September 29, 2010, NASDAQ OMX
PHLX LLC (‘‘Phlx’’ or the ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II 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
Phlx Rule 4751 to include system
functionality that will cancel any
portion of an unpriced order submitted
to NASDAQ OMX PSX (‘‘PSX’’) that
would execute at a price that is more
than $0.25 or 5 percent worse than the
national best bid and offer at the time
the order initially reaches the Exchange,
whichever is greater. The text of the
proposed rule change is available from
the Exchange’s Web site at https://
nasdaqomxphlx.cchwallstreet.com, at
the Exchange’s principal office, 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. The text of
these statements may be examined at
7 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00100
Fmt 4703
Sfmt 4703
1. Purpose
The purpose of the proposed rule
change is to protect market participants
by reducing the risk that unpriced
orders, also known as market orders,
will execute at prices that are
significantly worse than the national
best bid and offer (‘‘NBBO’’) at the time
the Exchange receives the order.3 The
Exchange believes that most market
participants expect that their order will
be executed at its full size at a price
reasonably related to the prevailing
market. However, participants may not
be aware that there is insufficient
liquidity at or near the NBBO to fill the
entire order, particularly for more
thinly-traded securities.
Prior to the launch of trading on PSX,
the Exchange is proposing to implement
functionality in its trading systems that
would cancel any portion of unpriced
orders that would execute on PSX at a
price that is the greater of $0.25 or 5
percent worse than the NBBO at the
time the Exchange receives the order.
Unpriced orders that would be subject
to this calculation and potential
cancellation are defined in Phlx Rule
3301(f)(9) as ‘‘Unpriced Orders.’’
The following example illustrates
how the Unpriced Order process would
work. A market participant submits a
Market Peg order to buy 500 shares. The
NBBO is $6.00 bid by $6.05 offer, with
100 shares available on each side. PSX
has 100 shares available at the $6.05 to
sell at the offer price and also has
reserve orders to sell 100 shares at $6.32
and 400 shares at $6.40. No other
market center is publishing offers to sell
the security at prices in the range of
$6.05 to $6.40.
In this example, the Unpriced Order
would be executed in the following
manner:
• 100 shares would be executed by
PSX at the $6.05;
• 100 shares would be executed by
PSX at $6.32 (more than $0.25 but less
than 5 percent worse than the NBBO);
and
• 200 shares, representing the
remainder of the Unpriced Order, would
be cancelled because the remaining
3 It should be noted that the circumstances under
which it is possible to enter a market order in PSX
are limited to market peg orders that are entered
when PSX has some liquidity at the NBBO on the
side of the market to which the order pegs.
E:\FR\FM\14OCN1.SGM
14OCN1
Agencies
[Federal Register Volume 75, Number 198 (Thursday, October 14, 2010)]
[Notices]
[Pages 63238-63240]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-25741]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63040; File No. SR-NASDAQ-2010-128]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Modify the Requirements To Qualify for Credits as a Designated
Liquidity Provider Under Rule 7018(i)
October 5, 2010.
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 October 1, 2010, The NASDAQ Stock Market LLC (``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. 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 the
Substance of the Proposed Rule Change
NASDAQ proposes to modify the requirements to qualify for credits
as a designated liquidity provider under Rule 7018(i) and to make a
minor technical change. NASDAQ will implement the proposed change on
October 1, 2010. The text of the proposed rule change is below.
Proposed new language is italicized. Deleted language is [bracketed].
* * * * *
7018. Nasdaq Market Center Order Execution and Routing
(a)-(h) No change.
(i) Notwithstanding the foregoing, the following charges shall
apply to transactions in a Qualified Security by one of its Designated
Liquidity Providers:
------------------------------------------------------------------------
------------------------------------------------------------------------
Charge to Designated Liquidity Provider $0.003 per share executed
entering Order that executes in the for securities priced at $1
Nasdaq Market Center or attempts to or more per share (For
execute in the Nasdaq Market Center prior securities priced at less
to routing: than $1 per share, the
normal execution fee under
7018(a) will apply).
Credit to Designated Liquidity Provider $0.004 per share executed
providing displayed liquidity through the (or $0, in the case of
Nasdaq Market Center: executions against Quotes/
Orders in the Nasdaq Market
Center at less than $1.00
per share), up to 10
million shares average
daily volume.
Normal credits under 7018(a)
apply to shares greater
than 10 million average
daily volume and non-
displayed liquidity.
------------------------------------------------------------------------
For purposes of this paragraph:
(1) A security may be designated as a ``Qualified Security'' if:
(A) it is an exchange-traded fund or index-linked security listed
on Nasdaq pursuant to Nasdaq Rules 5705, 5710, or 5720;
(B) [there has been no time at which its average daily volume on
Nasdaq has exceeded 10,000,000 shares during two calendar months of any
three calendar-month period; and
(C)] it has at least one Designated Liquidity Provider.
[The security will cease to be a Qualified Security at the end of
the second calendar month that causes the condition described in
paragraph (B) not to be satisfied.]
(2) A ``Designated Liquidity Provider'' or ``DLP'' is a registered
Nasdaq market maker for a Qualified Security that has committed to
maintain minimum performance standards. [Designated Liquidity
Providers]A DLP shall be selected by Nasdaq based on factors including,
but not limited to, experience with making markets in exchange-traded
funds and index-linked securities, adequacy of capital, willingness to
promote Nasdaq as a marketplace, issuer preference, operational
capacity, support personnel, and history of adherence to Nasdaq rules
and securities laws. Nasdaq may limit the number of Designated
Liquidity Providers in a security, or modify a previously established
limit, upon prior written notice to members.
The minimum performance standards applicable to a DLP[Designated
Liquidity Provider] may be determined from time to time by Nasdaq and
may vary depending on the price, liquidity, and volatility of the
Qualified Security in which the DLP[Designated Liquidity Provider] is
registered. The performance measurements will include (A) percent of
time at the national best bid (best offer) (``NBBO''); (B) percent of
executions better than the NBBO; (C) average displayed size; and (D)
average quoted spread.
(3) If a DLP does not meet the performance measurements for a given
month, fees and credits will revert to the normal schedule under
7018(a). If a DLP does not meet the stated performance measurements for
3 out of the past 4 months, the DLP is subject to forfeit of DLP status
for that instrument, at NASDAQ's discretion. A DLP must provide 30 days
written notice if it wishes to withdraw its registration in a Qualified
Security.
(j) No change.
* * * * *
[[Page 63239]]
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 is proposing to modify the criteria required of Designated
Liquidity Providers to qualify for credits in transactions involving a
Qualified Security.\3\ Currently, a Designated Liquidity Provider
(``DLP'') may receive a credit of $0.004 per share executed (or $0, in
the case of executions against Quotes/Orders in the Nasdaq Market
Center at less than $1.00 per share) if it provides liquidity in a
Qualified Security to the Nasdaq Market Center. A Qualified Security is
defined by three criteria in Rule 7018(i)(1): (A) It must be an
exchange-traded fund or index-linked security listed on Nasdaq pursuant
to Nasdaq Rules 5705, 5710, or 5720; (B) there has been no time at
which its average daily volume on Nasdaq has exceeded 10 million shares
during two calendar months of any three calendar-month period; and (C)
it has at least one Designated Liquidity Provider. A security will
cease to be classified as a Qualified Security at the end of the second
calendar month that causes the condition described in paragraph (B) not
to be satisfied. NASDAQ is eliminating requirement ``(B)'' of the
definition of Qualified Security together with related language under
the rule, and will now permit DLPs to qualify for the credit in a
Qualified Security with an average daily volume during the month of up
to 10 million. Any average daily volume for the month in the Qualified
Security in excess of 10 million would be assessed the standard rates
found under Rule 7018(a). As such, a DLP will be able to receive the
higher $0.004 credit on up to 10 million shares of average daily volume
per month in a Qualified Security, even if the DLP exceeds 10 million
in average daily volume in a given month.
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\3\ The Designated Liquidity Provider pricing incentive program
was implemented in August 2007. See Securities Exchange Act Release
No. 56130 (July 25, 2007), 72 FR 42163 (August 1, 2007) (SR-NASDAQ-
2007-061).
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NASDAQ is also limiting the availability of the credit to only DLPs
providing displayed liquidity through the Nasdaq Market Center. A
primary purpose of the credit program in Qualified Securities is to
promote an active and liquid trading market in ETFs and ILSs. As
currently written, however, Rule 7018(i) provides a credit for any type
of liquidity provided by a DLP, even if the liquidity is not-displayed
and thus not promoting price discovery through active public display.
NASDAQ believes that the program should only award DLPs that make
markets in a Qualified Security by providing displayed liquidity.
NASDAQ is adding new rule text describing the consequences of
failing to meet the DLP minimum performance criteria described in Rule
7018(i)(2). The minimum performance standards applicable to a DLP are
determined by NASDAQ and may vary depending on the price, liquidity,
and volatility of a particular Qualified Security. These performance
measurements include: (A) Percent of time at the NBBO; (B) percent of
executions better than the NBBO; (C) average displayed size; and (D)
average quoted spread. NASDAQ may remove DLPs that do not meet
performance standards, or that decide to change their status, at any
time. NASDAQ is providing clarifying information regarding the
consequences of failing to meet the minimum performance standards.
Specifically, if a DLP fails to meet minimum performance standards in a
given month, fees will revert to the standard schedule of fees and
credits under Rule 7018(a). If a DLP fails to meet minimum performance
standards for three out of the past four months, it will lose DLP
status for that instrument. NASDAQ is imposing a thirty-day prior
notice obligation on DLPs seeking to withdraw registration in a
Qualified Security. This thirty-day notice requirement will ensure that
NASDAQ has adequate time to assign a new DLP, thus avoiding any
disruption in market quality that may be caused by the absence of an
assigned DLP.
Last, NASDAQ is making a non-substantive technical change to the
rule by providing the acronym ``DLP'' as an alternative to ``Designated
Liquidity Provider'' for use in the rule text.
2. Statutory Basis
NASDAQ believes that the proposed rule change is consistent with
the provisions of Section 6 of the Act,\4\ in general, and Section
6(b)(4) of the Act,\5\ in particular, because it provides for the
equitable allocation of reasonable dues, fees and other charges among
members and issuers and other persons using any facility or system that
NASDAQ operates or controls, and it does not unfairly discriminate
between customers, issuers, brokers or dealers. NASDAQ believes that by
allocating pricing benefits to market makers that make tangible
commitments to enhancing market quality for ETFs and ILSs listed on
NASDAQ, the proposal will encourage the development of new financial
products, provide a better trading environment for investors in ETFs
and ILSs, and encourage greater competition between listing venues for
ETFs and ILSs. The changes proposed herein are designed to further
promote liquid markets in ETFs and ILSs, and to ensure that DLPs are
provided adequate incentives to continue to meet minimum standards to
participate in the credit program.
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\4\ 15 U.S.C. 78f.
\5\ 15 U.S.C. 78f(b)(4).
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B. Self-Regulatory Organization's Statement on Burden on Competition
NASDAQ believes that the proposed rule change will encourage
greater competition among venues that list ETFs and ILSs, and will
further strengthen the quality of the NASDAQ market as a venue for
transactions in ETFs and ILSs. Accordingly, 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
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\6\ At any time within 60 days of the filing
of the proposed rule change, the Commission summarily may temporarily
suspend such rule change if it appears to the Commission that such
action is necessary or appropriate in the public interest, for the
protection of investors, or otherwise in furtherance of the purposes of
the Act. If the Commission
[[Page 63240]]
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
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\6\ 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 e-mail to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2010-128 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASDAQ-2010-128. 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 website
viewing and printing in the Commission's Public Reference Room on
official business days between the hours of 10 a.m. and 3 p.m. Copies
of such filing also will be available for inspection and copying at the
principal offices of the Exchange. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-NASDAQ-2010-128, and should be submitted on or before
November 4, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\7\
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\7\ 17 CFR 200.30-3(a)(12).
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-25741 Filed 10-13-10; 8:45 am]
BILLING CODE 8011-01-P