Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Modify Fees for Members Using the NASDAQ Market Center, 20761-20763 [2011-8871]
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Federal Register / Vol. 76, No. 71 / Wednesday, April 13, 2011 / Notices
the order approving or disapproving the
proposed rule change by not more than
60 days if the Commission determines
that a longer period is appropriate and
publishes the reasons for such
determination, or the self-regulatory
organization that filed the proposed rule
change consents to the longer period.
The Commission is extending the 180day time period for the issuance of an
order approving or disapproving the
proposed rule change for an additional
60 days.9 The Commission finds that it
is appropriate to designate a longer
period within which to issue an order
approving or disapproving the proposed
rule change so that the Commission has
sufficient time to consider the
Exchange’s proposal and whether it is
consistent with the Act. The proposal
would establish, for the first time,
standards for listing securities of
companies whose business plan is to
buy and hold commodities.
Accordingly, pursuant to Section
19(b)(2) of the Act,10 the Commission
designates July 1, 2011 as the date by
which the Commission shall issue an
order either approving or disapproving
the proposed rule change (File Number
SR–NASDAQ–2010–134).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–8872 Filed 4–12–11; 8:45 am]
BILLING CODE 8011–01–P
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.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
NASDAQ proposes to modify pricing
for NASDAQ members using the
NASDAQ Market Center. NASDAQ will
implement the proposed change on
April 1, 2011. The text of the proposed
rule change is available at https://
nasdaq.cchwallstreet.com/, at
NASDAQ’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,
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.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64246; File No. SR–
NASDAQ–2011–048]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Modify Fees
for Members Using the NASDAQ
Market Center
April 7, 2011.
mstockstill on DSKH9S0YB1PROD with NOTICES
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 1,
2011, The NASDAQ Stock Market LLC
(‘‘NASDAQ’’) filed with the Securities
9 The
proposed rule change was published for
notice and comment in the Federal Register on
November 3, 2010. See supra note 2. The 180th date
from publication in the Federal Register is May 2,
2011 and an additional 60-days from that date
would extend the time period to July 1, 2011.
10 15 U.S.C. 78s(b)(2).
11 17 CFR 200.30–3(a)(31).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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NASDAQ is amending Rule 7018 to
make modifications to its pricing
schedule for execution of quotes/orders
through the NASDAQ Market Center of
securities priced at $1 or more. Under
the pricing schedule, NASDAQ offers a
credit to liquidity providers, with the
size of the credit varying based on a
range of parameters specified in the fee
schedule. The lowest liquidity provider
rebate is $0.0020 per share executed for
displayed quotes/orders and $0.0010
per share executed for non-displayed
quotes/orders. One means by which
members may currently receive a higher
liquidity rebate is focused on the use of
non-displayed quotes/orders: members
providing 3 million shares or more of
liquidity through one or more MPID
using non-displayed quotes/orders
receive a rebate of $0.0015 per share
executed, rather than the basic rebate of
$0.0010 per share executed, with
PO 00000
Frm 00139
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Sfmt 4703
20761
respect to those quotes/orders.3
Effective April 1, 2011, NASDAQ will
eliminate this rebate provision. As
NASDAQ noted when it introduced this
rebate provision in January 2011,4
NASDAQ believes that transparent
markets should be encouraged wherever
possible, but NASDAQ does offer
members the option of providing
liquidity through non-displayed quotes/
orders in order to allow it to compete
better with alternative trading systems
that operate as dark pools. Accordingly,
it was NASDAQ’s expectation that the
rebate tier might encourage some
members that use dark pools extensively
to make greater use of non-displayed
liquidity on NASDAQ. Because such a
response did not occur, NASDAQ has
decided to eliminate the tier. NASDAQ
notes that the tier’s elimination will not
impact any members, because there are
no members that currently qualify for
the tier that do not also qualify for the
same rebate for non-displayed quotes/
orders (and a higher rebate for displayed
quotes/orders) under another volumebased pricing tier.
Second, NASDAQ is introducing a
new rebate tier for members that are
active in both the NASDAQ Market
Center and the NASDAQ Options
Market. Currently, a member is eligible
to receive an enhanced rebate of $0.0029
per share executed for displayed quotes/
orders and of $0.0015 per share
executed for non-displayed quotes/
orders if it achieves certain specified
levels of activity in both markets. The
required levels of monthly activity are
an average daily volume of more than 10
million shares of liquidity provided
through the NASDAQ Market Center
and an average daily volume of more
than 130,000 options contracts accessed
or provided through the NASDAQ
Options Market. In each case, the
member may achieve the required
volume levels through one or more of its
market participant identifiers (‘‘MPIDs’’).
While retaining this tier,5 NASDAQ is
proposing to add an additional tier for
a market participant with (i) shares of
liquidity provided through the
NASDAQ Market Center in all securities
during the month equal to 1% or more
of the average total consolidated volume
reported to all consolidated transaction
3 The rebate for displayed quotes/orders for such
members is the basic rate of $0.0020 per share
executed, unless the member otherwise qualifies for
a more favorable rebate with respect to its displayed
quotes/orders.
4 Securities Exchange Act Release No. 63648
(January 5, 2011), 76 FR 2178 (January 12, 2011)
(SR–NASDAQ–2011–003).
5 NASDAQ is, however, modifying the wording of
the existing tier in Rule 7018 to improve its clarity.
The changes do not result in any substantive
changes to the applicability of the tier.
E:\FR\FM\13APN1.SGM
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Federal Register / Vol. 76, No. 71 / Wednesday, April 13, 2011 / Notices
reporting plans by all exchanges and
trade reporting facilities during the
month, and (ii) an average daily volume
during the month of more than 300,000
contracts of liquidity accessed or
provided through the Nasdaq Options
Market. In each case, the member may
achieve the required volume levels
through one or more of its MPIDs. A
member reaching these volume levels
would receive a liquidity provider
rebate of $0.00295 per share executed
for displayed liquidity, and $0.0015 per
share executed for non-displayed
liquidity. These rebate levels are equal
to the rebate levels currently available to
members that provide high levels of
liquidity through the NASDAQ Market
Center but that do not trade options
contracts in volume through the
NASDAQ Options Market.6
mstockstill on DSKH9S0YB1PROD with NOTICES
2. Statutory Basis
NASDAQ believes that the proposed
rule change is consistent with the
provisions of Section 6 of the Act,7 in
general, and with Section 6(b)(4) of the
Act,8 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 or system which
NASDAQ operates or controls. All
similarly situated members are subject
to the same fee structure, and access to
NASDAQ is offered on fair and nondiscriminatory terms. With respect to
the elimination of the favorable rebate
tier for non-displayed quotes/orders,
NASDAQ believes that the change is
equitable in that there are no members
that currently qualify for the tier that do
not also qualify for the same rebate for
non-displayed quotes/orders (and a
higher rebate for displayed quotes/
orders) under another volume-based
pricing tier; accordingly, its elimination
will not impact the fees paid by any
members. Moreover, NASDAQ believes
that its liquidity provider rebates
6 Specifically, a member qualifies for the same
rebate if it has an average daily volume through the
NASDAQ Market Center in all securities during the
month of: (i) More than 95 million shares of
liquidity provided, if average total consolidated
volume reported to all consolidated transaction
reporting plans by all exchanges and trade reporting
facilities is more than 10 billion shares per day
during the month; (ii) more than 85 million shares
of liquidity provided, if average total consolidated
volume is between 9,000,000,001 and 10 billion
shares per day during the month; (iii) more than 75
million shares of liquidity provided, if average total
consolidated volume is between 8,000,000,001 and
9 billion shares per day during the month; and (iv)
more than 65 million shares of liquidity provided,
if average total consolidated volume is 8 billion or
fewer shares per day during the month. In each
case, however, the member is required to achieve
the required level through a single MPID.
7 15 U.S.C. 78f.
8 15 U.S.C. 78f(b)(4).
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Jkt 223001
continue to be set at reasonable levels.
Depending on their levels of liquidity
provision using displayed and/or nondisplayed quotes/orders, members are
eligible to receive a rebate of $0.0015
per share executed for non-displayed
quotes/orders, as well as rebates for
displayed quotes/orders that are higher
than the base rate of $0.0020 per share
executed.
With respect to its pricing change for
members active on both the NASDAQ
Market Center and the NASDAQ
Options Market, NASDAQ has noted in
its prior filings with regard to the
existing rebate tier focused on such
members that the tier is responsive to
the convergence of trading in which
members simultaneously trade different
asset classes within a single strategy.9
NASDAQ also notes that cash equities
and options markets are linked, with
liquidity and trading patterns on one
market affecting those on the other.
Accordingly, pricing incentives that
encourage market participant activity in
both markets recognize that activity in
the options markets also supports price
discovery and liquidity provision in the
NASDAQ Market Center.
Because the rebates available through
the new tier are equal to the highest
rebates otherwise available to market
participants, members seeking to qualify
for the new tier are required to maintain
fairly high levels of activity on the
NASDAQ Market Center and the
NASDAQ Options Market. NASDAQ
notes, however, that the new tier is not
the only means of qualifying for the
rebate levels associated with the new
tier, and that the other means do not
require any activity on the NASDAQ
Options Market. Specifically, any
member that provides the levels of
liquidity on the NASDAQ Market Center
required under the new tier would
already qualify for the same rebate
($0.00295 per share for displayed
liquidity and $0.0015 per share for nondisplayed liquidity) under existing tiers
focused solely on volume of liquidity
provision, as long as the liquidity was
provided through a single MPID. Under
the new tier, however, a member that
could not reach the NASDAQ Stock
Market volume levels required to earn
the highest rebate through a single MPID
could be eligible for the same rebate
level if it was able to attain high volume
levels on the NASDAQ Stock Market
through multiple MPIDs and also
achieved required levels of activity
through the NASDAQ Options Market.
9 Securities Exchange Act Release No. 64003
(March 2, 2011), 76 FR 12784 (March 8, 2011) (SR–
NASDAQ–2011–028); Securities Exchange Act
Release No. 59879 (May 6, 2009), 74 FR 22619 (May
13, 2009) (SR–NASDAQ–2009–041).
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Accordingly, NASDAQ believes that the
new tier is not unreasonably
discriminatory, because NASDAQ
already provides alternative means to
achieve the same rebate level without
use of the NASDAQ Options Market.
NASDAQ also believes that the new tier
is reasonable and equitable because it
will provide members with an
alternative method to earn the highest
rebate, thereby potentially resulting in
reduced fees for a wider range of market
participants.
NASDAQ further notes that it
operates in a highly competitive market
in which market participants can
readily favor competing venues if they
deem fee levels at a particular venue to
be excessive. In such an environment,
NASDAQ must continually adjust its
fees to remain competitive with other
exchanges and with alternative trading
systems that are exempted from
compliance with the statutory standards
applicable to exchanges. In the case of
the fee changes effected by this filing, (i)
the elimination of the enhanced rebate
for non-displayed liquidity will impact
no members, since those members that
qualify for the tier also currently qualify
to receive the same rebate for nondisplayed quotes/orders (and a higher
rebate for displayed quotes/orders)
through other pricing tiers, and (ii) the
new options tier will widen
opportunities for market participants to
earn the highest rebate and thereby
reduce their fees.
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.
Because the market for order execution
and routing is extremely competitive,
members may readily opt to disfavor
NASDAQ’s execution services if they
believe that alternatives offer them
better value. For this reason and the
reasons discussed in connection with
the statutory basis for the proposed rule
change, NASDAQ does not believe that
the proposed changes will impair the
ability of members or competing order
execution venues to maintain their
competitive standing in the financial
markets.
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.
E:\FR\FM\13APN1.SGM
13APN1
Federal Register / Vol. 76, No. 71 / Wednesday, April 13, 2011 / 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.10 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
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:
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–2011–048, and
should be submitted on or before May
4, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–8871 Filed 4–12–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–64242; File No. SR–NSX–
2011–05]
• 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–2011–048 on the
subject line.
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Amend
Its Rules To Extend Pilot Program
Regarding Clearly Erroneous
Executions
mstockstill on DSKH9S0YB1PROD with NOTICES
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–2011–048. 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 Web site viewing and
April 7, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 6,
2011, National Stock Exchange, Inc.
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 comment on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
National Stock Exchange, Inc.
(‘‘NSX®’’ or ‘‘Exchange’’) is proposing to
amend its rules to extend a certain pilot
program regarding clearly erroneous
executions.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nsx.com, at the principal
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4 .
1 15
10 15
U.S.C. 78s(b)(3)(a)(ii).
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18:37 Apr 12, 2011
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20763
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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
With this rule change, the Exchange is
proposing to extend the pilot program
currently in effect regarding clearly
erroneous executions under NSX Rule
11.19. Currently, unless otherwise
extended or approved permanently, this
pilot program will expire on April 11,
2011. The instant rule filing proposes to
extend the pilot program until the
earlier of August 11, 2011 or the date on
which the limit up/limit down
mechanism to address extraordinary
market volatility, if adopted, applies to
the Circuit Breaker Securities as defined
in Commentary .05 of Rule 11.20.
NSX Rule 11.19 (Clearly Erroneous
Executions) was approved by the
Securities and Exchange Commission
(the ‘‘Commission’’) on September 10,
2010 on a pilot basis to end on
December 10, 2010.3 The pilot program
end date was subsequently extended
until April 11, 2011.4 Similar rule
changes were adopted by other markets
in the national market system in a
coordinated manner. During the pilot
period, the Exchange, in conjunction
with the Commission and other markets,
has continued to assess the effectiveness
of the pilot program. The Exchange, in
consultation with other markets and the
Commission, has determined that the
duration of this pilot program should be
extended until August 11, 2011 or to
coincide, if applicable, with the earlier
implementation date of the limit up/
limit down mechanism. Accordingly,
3 See Securities Exchange Act Release No. 62886
(September 10, 2010), 75 FR 56613 (September 16,
2010) (SR–NSX–2010–07).
4 See Securities Exchange Act Release No. 63484
(December 9, 2010), 75 FR 78330 (December 15,
2010) (SR–NSX–2010–16).
E:\FR\FM\13APN1.SGM
13APN1
Agencies
[Federal Register Volume 76, Number 71 (Wednesday, April 13, 2011)]
[Notices]
[Pages 20761-20763]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-8871]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64246; File No. SR-NASDAQ-2011-048]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Modify Fees for Members Using the NASDAQ Market Center
April 7, 2011.
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 1, 2011, 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 pricing for NASDAQ members using the
NASDAQ Market Center. NASDAQ will implement the proposed change on
April 1, 2011. The text of the proposed rule change is available at
https://nasdaq.cchwallstreet.com/, at NASDAQ'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, 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 amending Rule 7018 to make modifications to its pricing
schedule for execution of quotes/orders through the NASDAQ Market
Center of securities priced at $1 or more. Under the pricing schedule,
NASDAQ offers a credit to liquidity providers, with the size of the
credit varying based on a range of parameters specified in the fee
schedule. The lowest liquidity provider rebate is $0.0020 per share
executed for displayed quotes/orders and $0.0010 per share executed for
non-displayed quotes/orders. One means by which members may currently
receive a higher liquidity rebate is focused on the use of non-
displayed quotes/orders: members providing 3 million shares or more of
liquidity through one or more MPID using non-displayed quotes/orders
receive a rebate of $0.0015 per share executed, rather than the basic
rebate of $0.0010 per share executed, with respect to those quotes/
orders.\3\ Effective April 1, 2011, NASDAQ will eliminate this rebate
provision. As NASDAQ noted when it introduced this rebate provision in
January 2011,\4\ NASDAQ believes that transparent markets should be
encouraged wherever possible, but NASDAQ does offer members the option
of providing liquidity through non-displayed quotes/orders in order to
allow it to compete better with alternative trading systems that
operate as dark pools. Accordingly, it was NASDAQ's expectation that
the rebate tier might encourage some members that use dark pools
extensively to make greater use of non-displayed liquidity on NASDAQ.
Because such a response did not occur, NASDAQ has decided to eliminate
the tier. NASDAQ notes that the tier's elimination will not impact any
members, because there are no members that currently qualify for the
tier that do not also qualify for the same rebate for non-displayed
quotes/orders (and a higher rebate for displayed quotes/orders) under
another volume-based pricing tier.
---------------------------------------------------------------------------
\3\ The rebate for displayed quotes/orders for such members is
the basic rate of $0.0020 per share executed, unless the member
otherwise qualifies for a more favorable rebate with respect to its
displayed quotes/orders.
\4\ Securities Exchange Act Release No. 63648 (January 5, 2011),
76 FR 2178 (January 12, 2011) (SR-NASDAQ-2011-003).
---------------------------------------------------------------------------
Second, NASDAQ is introducing a new rebate tier for members that
are active in both the NASDAQ Market Center and the NASDAQ Options
Market. Currently, a member is eligible to receive an enhanced rebate
of $0.0029 per share executed for displayed quotes/orders and of
$0.0015 per share executed for non-displayed quotes/orders if it
achieves certain specified levels of activity in both markets. The
required levels of monthly activity are an average daily volume of more
than 10 million shares of liquidity provided through the NASDAQ Market
Center and an average daily volume of more than 130,000 options
contracts accessed or provided through the NASDAQ Options Market. In
each case, the member may achieve the required volume levels through
one or more of its market participant identifiers (``MPIDs''). While
retaining this tier,\5\ NASDAQ is proposing to add an additional tier
for a market participant with (i) shares of liquidity provided through
the NASDAQ Market Center in all securities during the month equal to 1%
or more of the average total consolidated volume reported to all
consolidated transaction
[[Page 20762]]
reporting plans by all exchanges and trade reporting facilities during
the month, and (ii) an average daily volume during the month of more
than 300,000 contracts of liquidity accessed or provided through the
Nasdaq Options Market. In each case, the member may achieve the
required volume levels through one or more of its MPIDs. A member
reaching these volume levels would receive a liquidity provider rebate
of $0.00295 per share executed for displayed liquidity, and $0.0015 per
share executed for non-displayed liquidity. These rebate levels are
equal to the rebate levels currently available to members that provide
high levels of liquidity through the NASDAQ Market Center but that do
not trade options contracts in volume through the NASDAQ Options
Market.\6\
---------------------------------------------------------------------------
\5\ NASDAQ is, however, modifying the wording of the existing
tier in Rule 7018 to improve its clarity. The changes do not result
in any substantive changes to the applicability of the tier.
\6\ Specifically, a member qualifies for the same rebate if it
has an average daily volume through the NASDAQ Market Center in all
securities during the month of: (i) More than 95 million shares of
liquidity provided, if average total consolidated volume reported to
all consolidated transaction reporting plans by all exchanges and
trade reporting facilities is more than 10 billion shares per day
during the month; (ii) more than 85 million shares of liquidity
provided, if average total consolidated volume is between
9,000,000,001 and 10 billion shares per day during the month; (iii)
more than 75 million shares of liquidity provided, if average total
consolidated volume is between 8,000,000,001 and 9 billion shares
per day during the month; and (iv) more than 65 million shares of
liquidity provided, if average total consolidated volume is 8
billion or fewer shares per day during the month. In each case,
however, the member is required to achieve the required level
through a single MPID.
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2. Statutory Basis
NASDAQ believes that the proposed rule change is consistent with
the provisions of Section 6 of the Act,\7\ in general, and with Section
6(b)(4) of the Act,\8\ 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 or system
which NASDAQ operates or controls. All similarly situated members are
subject to the same fee structure, and access to NASDAQ is offered on
fair and non-discriminatory terms. With respect to the elimination of
the favorable rebate tier for non-displayed quotes/orders, NASDAQ
believes that the change is equitable in that there are no members that
currently qualify for the tier that do not also qualify for the same
rebate for non-displayed quotes/orders (and a higher rebate for
displayed quotes/orders) under another volume-based pricing tier;
accordingly, its elimination will not impact the fees paid by any
members. Moreover, NASDAQ believes that its liquidity provider rebates
continue to be set at reasonable levels. Depending on their levels of
liquidity provision using displayed and/or non-displayed quotes/orders,
members are eligible to receive a rebate of $0.0015 per share executed
for non-displayed quotes/orders, as well as rebates for displayed
quotes/orders that are higher than the base rate of $0.0020 per share
executed.
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\7\ 15 U.S.C. 78f.
\8\ 15 U.S.C. 78f(b)(4).
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With respect to its pricing change for members active on both the
NASDAQ Market Center and the NASDAQ Options Market, NASDAQ has noted in
its prior filings with regard to the existing rebate tier focused on
such members that the tier is responsive to the convergence of trading
in which members simultaneously trade different asset classes within a
single strategy.\9\ NASDAQ also notes that cash equities and options
markets are linked, with liquidity and trading patterns on one market
affecting those on the other. Accordingly, pricing incentives that
encourage market participant activity in both markets recognize that
activity in the options markets also supports price discovery and
liquidity provision in the NASDAQ Market Center.
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\9\ Securities Exchange Act Release No. 64003 (March 2, 2011),
76 FR 12784 (March 8, 2011) (SR-NASDAQ-2011-028); Securities
Exchange Act Release No. 59879 (May 6, 2009), 74 FR 22619 (May 13,
2009) (SR-NASDAQ-2009-041).
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Because the rebates available through the new tier are equal to the
highest rebates otherwise available to market participants, members
seeking to qualify for the new tier are required to maintain fairly
high levels of activity on the NASDAQ Market Center and the NASDAQ
Options Market. NASDAQ notes, however, that the new tier is not the
only means of qualifying for the rebate levels associated with the new
tier, and that the other means do not require any activity on the
NASDAQ Options Market. Specifically, any member that provides the
levels of liquidity on the NASDAQ Market Center required under the new
tier would already qualify for the same rebate ($0.00295 per share for
displayed liquidity and $0.0015 per share for non-displayed liquidity)
under existing tiers focused solely on volume of liquidity provision,
as long as the liquidity was provided through a single MPID. Under the
new tier, however, a member that could not reach the NASDAQ Stock
Market volume levels required to earn the highest rebate through a
single MPID could be eligible for the same rebate level if it was able
to attain high volume levels on the NASDAQ Stock Market through
multiple MPIDs and also achieved required levels of activity through
the NASDAQ Options Market. Accordingly, NASDAQ believes that the new
tier is not unreasonably discriminatory, because NASDAQ already
provides alternative means to achieve the same rebate level without use
of the NASDAQ Options Market. NASDAQ also believes that the new tier is
reasonable and equitable because it will provide members with an
alternative method to earn the highest rebate, thereby potentially
resulting in reduced fees for a wider range of market participants.
NASDAQ further notes that it operates in a highly competitive
market in which market participants can readily favor competing venues
if they deem fee levels at a particular venue to be excessive. In such
an environment, NASDAQ must continually adjust its fees to remain
competitive with other exchanges and with alternative trading systems
that are exempted from compliance with the statutory standards
applicable to exchanges. In the case of the fee changes effected by
this filing, (i) the elimination of the enhanced rebate for non-
displayed liquidity will impact no members, since those members that
qualify for the tier also currently qualify to receive the same rebate
for non-displayed quotes/orders (and a higher rebate for displayed
quotes/orders) through other pricing tiers, and (ii) the new options
tier will widen opportunities for market participants to earn the
highest rebate and thereby reduce their fees.
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. Because the market
for order execution and routing is extremely competitive, members may
readily opt to disfavor NASDAQ's execution services if they believe
that alternatives offer them better value. For this reason and the
reasons discussed in connection with the statutory basis for the
proposed rule change, NASDAQ does not believe that the proposed changes
will impair the ability of members or competing order execution venues
to maintain their competitive standing in the financial markets.
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.
[[Page 20763]]
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.\10\ 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 takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\10\ 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-2011-048 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-2011-048. 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 Web site
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-2011-048, and should be submitted on or before
May 4, 2011.
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\11\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-8871 Filed 4-12-11; 8:45 am]
BILLING CODE 8011-01-P