Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing of Proposed Rule Change To Amend Rule 4758(a)(1)(A) To Reflect a Change in NASDAQ's Routing Functionality, 38875-38877 [2012-15955]
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Federal Register / Vol. 77, No. 126 / Friday, June 29, 2012 / Notices
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–15956 Filed 6–28–12; 8:45 am]
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:
BILLING CODE 8011–01–P
Electronic Comments
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing of Proposed Rule Change To
Amend Rule 4758(a)(1)(A) To Reflect a
Change in NASDAQ’s Routing
Functionality
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2012–069 on the
subject line.
mstockstill on DSK4VPTVN1PROD 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–2012–069. This
file number should be included on the
subject line if email is used.
To help the Commission process and
review your comments more efficiently,
please use only one method. The
Commission will post all comments on
the Commission’s Internet Web site
(https://www.sec.gov/rules/sro.shtml).
Copies of the submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room on official business
days between the hours of 10:00 a.m.
and 3:00 p.m. Copies of such filing also
will be available for inspection and
copying at the principal offices of
NASDAQ. 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–2012–069, and should be
submitted on or before July 20, 2012.
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67246; File No. SR–
NASDAQ–2012–071]
June 25, 2012.
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 14,
2012, The NASDAQ Stock Market LLC
(‘‘NASDAQ’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. 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
Rule 4758(a)(1)(A) to reflect a change in
NASDAQ’s routing functionality.
The text of the proposed rule change
is below. Proposed new language is in
italics; proposed deletions are in
brackets.
*
*
*
*
*
4758. Order Routing
(a) Order Routing Process
(1) The Order Routing Process shall be
available to Participants from 7:00 a.m. until
8:00 p.m. Eastern Time, and shall route
orders as described below. All routing of
orders shall comply with Rule 611 of
Regulation NMS under the Exchange Act.
(A) The System provides a variety of
routing options. Routing options may be
combined with all available order types and
times-in-force, with the exception of order
types and times-in-force whose terms are
inconsistent with the terms of a particular
routing option. The System will consider the
quotations only of accessible markets. The
8 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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38875
term ‘‘System routing table’’ refers to the
proprietary process for determining the
specific trading venues to which the System
routes orders and the order in which it routes
them. Nasdaq reserves the right to maintain
a different System routing table for different
routing options and to modify the System
routing table at any time without notice. The
System routing options are:
(i) DOT is a routing option for orders that
the entering firm wishes to designate for
participation in the NYSE or NYSE Amex
opening or closing processes. DOT orders are
routed directly to NYSE or NYSE Amex, as
appropriate. After attempting to execute in
the opening or closing process, DOT orders
thereafter check the System for available
shares and are converted into SCAN or STGY
orders, depending on the designation of the
entering firm. DOT orders that are designated
to participate in the NYSE or NYSE Amex
opening process but that are entered after
9:30 a.m. will also be converted into SCAN
or STGY orders, depending on the
designation of the entering firm.
(ii) a. DOTI is a routing option for orders
that the entering firm wishes to direct to the
NYSE or NYSE Amex without returning to
the Nasdaq Market Center. DOTI orders
check the System for available shares and
then are sent to destinations on the System
routing table before being sent to NYSE or
NYSE Amex, as appropriate. DOTI orders do
not return to the Nasdaq Market Center book
after routing.
b. The entering firm may alternatively elect
to have DOTI orders check the System for
available shares and thereafter be directly
sent to NYSE or NYSE Amex as appropriate.
(iii) STGY is a routing option under which
orders check the System for available shares
and simultaneously route the remaining
shares[then are sent] to destinations on the
System routing table. If shares remain unexecuted after routing, they are posted on the
book. Once on the book, should the order
subsequently be locked or crossed by another
accessible market center, the System shall
route the order to the locking or crossing
market center. SKNY is a form of STGY in
which the entering firm instructs the System
to bypass any market centers included in the
STGY System routing table that are not
posting Protected Quotations within the
meaning of Regulation NMS.
(iv) SCAN is a routing option under which
orders check the System for available shares
and simultaneously route the remaining
shares[then are sent] to destinations on the
System routing table. If shares remain unexecuted after routing, they are posted on the
book. Once on the book, should the order
subsequently be locked or crossed by another
market center, the System will not route the
order to the locking or crossing market
center. SKIP is a form of SCAN in which the
entering firm instructs the System to bypass
any market centers included in the SCAN
System routing table that are not posting
Protected Quotations within the meaning of
Regulation NMS.
(v) TFTY is a routing option under which
orders check the System for available shares
only if so instructed by the entering firm and
are thereafter routed to destinations on the
System routing table. If shares remain un-
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Federal Register / Vol. 77, No. 126 / Friday, June 29, 2012 / Notices
executed after routing, they are posted to the
book. Once on the book, should the order
subsequently be locked or crossed by another
market center, the System will not route the
order to the locking or crossing market
center.
(vi) MOPP is a routing option under which
orders route only to Protected Quotations and
only for displayed size. If shares remain
unexecuted after routing, they are posted to
the book. Once on the book, should the order
subsequently be locked or crossed by another
market center, the System will not route the
order to the locking or crossing market
center.
(vii) SAVE is a routing option under which
orders may either (i) route to the NASDAQ
OMX BX Equities Market and NASDAQ
OMX PSX, check the System, and then route
to other destinations on the System routing
table, or (ii) may check the System first and
then route to destinations on the System
routing table. If shares remain un-executed
after routing, they are posted to the book.
Once on the book, should the order
subsequently be locked or crossed by another
market center, the System will not route the
order to the locking or crossing market
center.
(viii) SOLV is a routing option under
which orders may either (i) route to the
NASDAQ OMX BX Equities Market and
NASDAQ OMX PSX, check the System, and
then route to other destinations on the
System routing table, or (ii) may check the
System first and then route to destinations on
the System routing table. If shares remain unexecuted after routing, they are posted to the
book. Once on the book, should the order
subsequently be locked or crossed by another
accessible market center, the System shall
route the order to the locking or crossing
market center.
(ix) ‘‘Directed Orders’’ are routed orders
described in Rule 4751.
(x) LIST is a routing option under which
an order, if received before the security has
opened on its primary listing market, will be
routed to the primary listing market for
participation in that market’s opening
process. After the security has opened on its
primary listing market, unexecuted shares
will be returned to the NASDAQ system.
Thereafter, the order will check the System
for available shares and simultaneously route
the remaining shares[before being sent] to
destinations on the System routing table. Any
remaining shares will be posted on the book.
In addition, LIST orders entered after the
security has opened on the primary listing
market (but before 3:58 p.m.) will check the
System for available shares and
simultaneously route the remaining
shares[before being sent] to destinations on
the System routing table, with remaining
shares posted on the book. Once on the book,
if the order is subsequently locked or crossed
by another market center, the System will not
route the order to the locking or crossing
market center. At 3:58pm, all LIST orders
will be cancelled on the System and any
remaining shares will route to the security’s
primary listing market for participation in its
closing process. LIST orders received at or
after 3:58 p.m. but before 4:00 p.m. will
check the System for available shares and
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16:52 Jun 28, 2012
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simultaneously route the remaining
shares[before being sent] to destinations on
the System routing table, and remaining
shares will be routed to the security’s
primary listing market to participate in its
closing process. Shares unexecuted in the
closing process will be posted to the
NASDAQ book. LIST orders received after
4:00 p.m. will be posted to the NASDAQ
book. If trading in the security is stopped
across all markets, LIST orders will be sent
to the primary listing market to participate in
the re-opening process. When normal trading
resumes, unexecuted shares will be cancelled
off of the primary and posted on the
NASDAQ book. LIST orders may not be
designated as MGTC or SGTC.
(xi) CART is a routing option under which
orders route to the NASDAQ OMX BX
Equities Market and NASDAQ OMX PSX and
then check the System. If shares remain unexecuted, they are posted to the book or
cancelled. Once on the book, should the
order subsequently be locked or crossed by
another market center, the System will not
route the order to the locking or crossing
market center.
Orders that do not check the System for
available shares prior to routing may not be
sent to a facility of an exchange that is an
affiliate of Nasdaq, except for orders that are
sent to the NASDAQ OMX BX Equities
Market or to the NASDAQ OMX PSX facility
of NASDAQ OMX PHLX.
1. Purpose
NASDAQ is proposing to amend Rule
4758(a)(1)(A) to reflect a change in
NASDAQ’s order routing functionality,
which will allow routable orders 3 to
simultaneously execute against
NASDAQ available shares and route to
other markets for execution of the
remainder of the order. Currently, when
a routable order is entered into the
NASDAQ system, the NASDAQ book is
first checked for available shares. If such
an order is not filled or filled only
partially, then the order is routed to
away markets with the best bid or best
offer pursuant to NASDAQ’s System
routing table.4 For example, if a
NASDAQ member submitted an order to
buy 5,000 shares of a security, and
NASDAQ had 500 shares displayed
with another 500 shares undisplayed,
under the current routing process 1,000
shares would be executed on NASDAQ.
Thereafter, NASDAQ would route the
remaining 4,000 shares of the order to
other markets for execution.
NASDAQ has observed that upon
partial execution of a routable order at
NASDAQ, as in the example above,
market participants often react to the
order by cancelling their orders on other
markets and entering new orders at
inferior prices. This occurs because the
current process directs the order to
NASDAQ before attempting to access
available liquidity at other markets and
thereby allows market participants to
react to the execution (an effect known
as ‘‘market impact’’ or ‘‘information
leakage’’). As a consequence, the
available shares at the away market are
no longer available, resulting in a lower
likelihood of successfully accessing
liquidity on away markets (i.e., the ‘‘fill
rate’’) and an increased likelihood of
ultimately receiving an execution at an
inferior price. As such, NASDAQ is
addressing this problem by changing
how the routing process will operate.
NASDAQ is proposing to execute
routable orders against the NASDAQ
book for available shares and to
simultaneously route any remaining
shares to additional markets.
Specifically, under the proposed change
a routable order would attempt to
execute against the available shares at
NASDAQ and, to the extent the order
would not be filled by such available
shares, NASDAQ would simultaneously
route the remainder of the order to other
venues, according to NASDAQ’s System
routing table, in a manner consistent
with Regulation NMS (i.e., satisfying all
displayed protected quotes). For
example, using the scenario above, if a
member enters a routable order to buy
5,000 shares of a security and NASDAQ
is displaying 500 shares of that security,
with 500 undisplayed, NASDAQ would
execute against the 500 displayed shares
and 500 undisplayed shares, while
3 For purposes of this filing, a ‘‘routable order’’ is
an order entered into the NASDAQ System, which
is not of an Order Type precluded from routing to
other markets.
4 The ‘‘System routing table’’ is the proprietary
process for determining the specific trading venues
to which the System routes orders and the order in
which it routes them. See Rule 4758(a)(1)(A).
(B) No change.
(b)–(c) No change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
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Federal Register / Vol. 77, No. 126 / Friday, June 29, 2012 / Notices
simultaneously routing the remaining
4,000 shares to other venues for
execution. In the event that the amount
of shares on other markets is insufficient
to completely fill the order, or the order
fails to completely execute, NASDAQ
would then post the remaining shares
on the NASDAQ book or cancel the
remaining shares per the routed order’s
instructions. NASDAQ believes that this
simultaneous execution against
NASDAQ available shares and routing
to other venues’ shares will avoid the
deleterious effect of market impact
discussed above and result in overall
faster and better executions of its
members’ routable orders.
NASDAQ notes that it is not changing
the execution and routing sequence of
all routable orders. The TFTY, SAVE,
SOLV, and CART orders are designed to
execute serially as part of their
strategies, which is generally to reduce
the blended fees associated with
transacting on multiple markets. As
such, simultaneous routing of such
orders would not result in a better
execution in terms of the goals of these
routable order types.
2. Statutory Basis
mstockstill on DSK4VPTVN1PROD with NOTICES
The statutory basis for the proposed
rule change is Section 6(b)(5) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),5 which requires the rules of an
exchange to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system and, in
general, to protect investors and the
public interest. The Exchange believes
that the proposed rule meets these
requirements in that it promotes
efficiency in the market, and increases
the speed of execution and likelihood
that a routable order will be filled at the
best price possible. In this regard,
NASDAQ notes that simultaneous
execution minimizes the market impact
a routable order has on the markets
under the current multi-step execution
and routing process, thus improving fill
rates. Accordingly, the proposed rule
change will serve to improve execution
quality for investors sending their
routable orders to NASDAQ.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange 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.
5 15
U.S.C. 78f(b)(5).
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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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the Exchange consents,
the Commission shall: (a) By order
approve or disapprove such proposed
rule change, or (b) institute proceedings
to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2012–071 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–2012–071. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
38877
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. The text of the
proposed rule change is available on the
Commission’s Web site at https://
www.sec.gov. Copies of such 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–
NASDAQ–2012–071, and should be
submitted on or before July 20, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–15955 Filed 6–28–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67248; File No. SR–
NYSEArca–2012–19]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Approval of
Proposed Rule Change, as Modified by
Amendment No. 1 Thereto, To Amend
Commentary .01 to NYSE Arca Rule
6.35
June 25, 2012.
I. Introduction
On March 9, 2012, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to allow certain cross trades
effected on the trading floor to count
toward a market maker’s inappointment trading requirement and to
make certain non-substantive changes to
its rules. The proposed rule change was
published for comment in the Federal
Register on March 28, 2012.3 The
Commission received no comment
letters on the proposed rule change. On
6 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 66642
(March 22, 2012), 77 FR 18875 (‘‘Notice’’).
1 15
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Agencies
[Federal Register Volume 77, Number 126 (Friday, June 29, 2012)]
[Notices]
[Pages 38875-38877]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-15955]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67246; File No. SR-NASDAQ-2012-071]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing of Proposed Rule Change To Amend Rule 4758(a)(1)(A) To
Reflect a Change in NASDAQ's Routing Functionality
June 25, 2012.
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 14, 2012, The NASDAQ Stock Market LLC (``NASDAQ'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 4758(a)(1)(A) to reflect a
change in NASDAQ's routing functionality.
The text of the proposed rule change is below. Proposed new
language is in italics; proposed deletions are in brackets.
* * * * *
4758. Order Routing
(a) Order Routing Process
(1) The Order Routing Process shall be available to Participants
from 7:00 a.m. until 8:00 p.m. Eastern Time, and shall route orders
as described below. All routing of orders shall comply with Rule 611
of Regulation NMS under the Exchange Act.
(A) The System provides a variety of routing options. Routing
options may be combined with all available order types and times-in-
force, with the exception of order types and times-in-force whose
terms are inconsistent with the terms of a particular routing
option. The System will consider the quotations only of accessible
markets. The term ``System routing table'' refers to the proprietary
process for determining the specific trading venues to which the
System routes orders and the order in which it routes them. Nasdaq
reserves the right to maintain a different System routing table for
different routing options and to modify the System routing table at
any time without notice. The System routing options are:
(i) DOT is a routing option for orders that the entering firm
wishes to designate for participation in the NYSE or NYSE Amex
opening or closing processes. DOT orders are routed directly to NYSE
or NYSE Amex, as appropriate. After attempting to execute in the
opening or closing process, DOT orders thereafter check the System
for available shares and are converted into SCAN or STGY orders,
depending on the designation of the entering firm. DOT orders that
are designated to participate in the NYSE or NYSE Amex opening
process but that are entered after 9:30 a.m. will also be converted
into SCAN or STGY orders, depending on the designation of the
entering firm.
(ii) a. DOTI is a routing option for orders that the entering
firm wishes to direct to the NYSE or NYSE Amex without returning to
the Nasdaq Market Center. DOTI orders check the System for available
shares and then are sent to destinations on the System routing table
before being sent to NYSE or NYSE Amex, as appropriate. DOTI orders
do not return to the Nasdaq Market Center book after routing.
b. The entering firm may alternatively elect to have DOTI orders
check the System for available shares and thereafter be directly
sent to NYSE or NYSE Amex as appropriate.
(iii) STGY is a routing option under which orders check the
System for available shares and simultaneously route the remaining
shares[then are sent] to destinations on the System routing table.
If shares remain un-executed after routing, they are posted on the
book. Once on the book, should the order subsequently be locked or
crossed by another accessible market center, the System shall route
the order to the locking or crossing market center. SKNY is a form
of STGY in which the entering firm instructs the System to bypass
any market centers included in the STGY System routing table that
are not posting Protected Quotations within the meaning of
Regulation NMS.
(iv) SCAN is a routing option under which orders check the
System for available shares and simultaneously route the remaining
shares[then are sent] to destinations on the System routing table.
If shares remain un-executed after routing, they are posted on the
book. Once on the book, should the order subsequently be locked or
crossed by another market center, the System will not route the
order to the locking or crossing market center. SKIP is a form of
SCAN in which the entering firm instructs the System to bypass any
market centers included in the SCAN System routing table that are
not posting Protected Quotations within the meaning of Regulation
NMS.
(v) TFTY is a routing option under which orders check the System
for available shares only if so instructed by the entering firm and
are thereafter routed to destinations on the System routing table.
If shares remain un-
[[Page 38876]]
executed after routing, they are posted to the book. Once on the
book, should the order subsequently be locked or crossed by another
market center, the System will not route the order to the locking or
crossing market center.
(vi) MOPP is a routing option under which orders route only to
Protected Quotations and only for displayed size. If shares remain
unexecuted after routing, they are posted to the book. Once on the
book, should the order subsequently be locked or crossed by another
market center, the System will not route the order to the locking or
crossing market center.
(vii) SAVE is a routing option under which orders may either (i)
route to the NASDAQ OMX BX Equities Market and NASDAQ OMX PSX, check
the System, and then route to other destinations on the System
routing table, or (ii) may check the System first and then route to
destinations on the System routing table. If shares remain un-
executed after routing, they are posted to the book. Once on the
book, should the order subsequently be locked or crossed by another
market center, the System will not route the order to the locking or
crossing market center.
(viii) SOLV is a routing option under which orders may either
(i) route to the NASDAQ OMX BX Equities Market and NASDAQ OMX PSX,
check the System, and then route to other destinations on the System
routing table, or (ii) may check the System first and then route to
destinations on the System routing table. If shares remain un-
executed after routing, they are posted to the book. Once on the
book, should the order subsequently be locked or crossed by another
accessible market center, the System shall route the order to the
locking or crossing market center.
(ix) ``Directed Orders'' are routed orders described in Rule
4751.
(x) LIST is a routing option under which an order, if received
before the security has opened on its primary listing market, will
be routed to the primary listing market for participation in that
market's opening process. After the security has opened on its
primary listing market, unexecuted shares will be returned to the
NASDAQ system. Thereafter, the order will check the System for
available shares and simultaneously route the remaining
shares[before being sent] to destinations on the System routing
table. Any remaining shares will be posted on the book. In addition,
LIST orders entered after the security has opened on the primary
listing market (but before 3:58 p.m.) will check the System for
available shares and simultaneously route the remaining
shares[before being sent] to destinations on the System routing
table, with remaining shares posted on the book. Once on the book,
if the order is subsequently locked or crossed by another market
center, the System will not route the order to the locking or
crossing market center. At 3:58pm, all LIST orders will be cancelled
on the System and any remaining shares will route to the security's
primary listing market for participation in its closing process.
LIST orders received at or after 3:58 p.m. but before 4:00 p.m. will
check the System for available shares and simultaneously route the
remaining shares[before being sent] to destinations on the System
routing table, and remaining shares will be routed to the security's
primary listing market to participate in its closing process. Shares
unexecuted in the closing process will be posted to the NASDAQ book.
LIST orders received after 4:00 p.m. will be posted to the NASDAQ
book. If trading in the security is stopped across all markets, LIST
orders will be sent to the primary listing market to participate in
the re-opening process. When normal trading resumes, unexecuted
shares will be cancelled off of the primary and posted on the NASDAQ
book. LIST orders may not be designated as MGTC or SGTC.
(xi) CART is a routing option under which orders route to the
NASDAQ OMX BX Equities Market and NASDAQ OMX PSX and then check the
System. If shares remain un-executed, they are posted to the book or
cancelled. Once on the book, should the order subsequently be locked
or crossed by another market center, the System will not route the
order to the locking or crossing market center.
Orders that do not check the System for available shares prior
to routing may not be sent to a facility of an exchange that is an
affiliate of Nasdaq, except for orders that are sent to the NASDAQ
OMX BX Equities Market or to the NASDAQ OMX PSX facility of NASDAQ
OMX PHLX.
(B) No change.
(b)-(c) No change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
NASDAQ is proposing to amend Rule 4758(a)(1)(A) to reflect a change
in NASDAQ's order routing functionality, which will allow routable
orders \3\ to simultaneously execute against NASDAQ available shares
and route to other markets for execution of the remainder of the order.
Currently, when a routable order is entered into the NASDAQ system, the
NASDAQ book is first checked for available shares. If such an order is
not filled or filled only partially, then the order is routed to away
markets with the best bid or best offer pursuant to NASDAQ's System
routing table.\4\ For example, if a NASDAQ member submitted an order to
buy 5,000 shares of a security, and NASDAQ had 500 shares displayed
with another 500 shares undisplayed, under the current routing process
1,000 shares would be executed on NASDAQ. Thereafter, NASDAQ would
route the remaining 4,000 shares of the order to other markets for
execution.
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\3\ For purposes of this filing, a ``routable order'' is an
order entered into the NASDAQ System, which is not of an Order Type
precluded from routing to other markets.
\4\ The ``System routing table'' is the proprietary process for
determining the specific trading venues to which the System routes
orders and the order in which it routes them. See Rule
4758(a)(1)(A).
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NASDAQ has observed that upon partial execution of a routable order
at NASDAQ, as in the example above, market participants often react to
the order by cancelling their orders on other markets and entering new
orders at inferior prices. This occurs because the current process
directs the order to NASDAQ before attempting to access available
liquidity at other markets and thereby allows market participants to
react to the execution (an effect known as ``market impact'' or
``information leakage''). As a consequence, the available shares at the
away market are no longer available, resulting in a lower likelihood of
successfully accessing liquidity on away markets (i.e., the ``fill
rate'') and an increased likelihood of ultimately receiving an
execution at an inferior price. As such, NASDAQ is addressing this
problem by changing how the routing process will operate.
NASDAQ is proposing to execute routable orders against the NASDAQ
book for available shares and to simultaneously route any remaining
shares to additional markets. Specifically, under the proposed change a
routable order would attempt to execute against the available shares at
NASDAQ and, to the extent the order would not be filled by such
available shares, NASDAQ would simultaneously route the remainder of
the order to other venues, according to NASDAQ's System routing table,
in a manner consistent with Regulation NMS (i.e., satisfying all
displayed protected quotes). For example, using the scenario above, if
a member enters a routable order to buy 5,000 shares of a security and
NASDAQ is displaying 500 shares of that security, with 500 undisplayed,
NASDAQ would execute against the 500 displayed shares and 500
undisplayed shares, while
[[Page 38877]]
simultaneously routing the remaining 4,000 shares to other venues for
execution. In the event that the amount of shares on other markets is
insufficient to completely fill the order, or the order fails to
completely execute, NASDAQ would then post the remaining shares on the
NASDAQ book or cancel the remaining shares per the routed order's
instructions. NASDAQ believes that this simultaneous execution against
NASDAQ available shares and routing to other venues' shares will avoid
the deleterious effect of market impact discussed above and result in
overall faster and better executions of its members' routable orders.
NASDAQ notes that it is not changing the execution and routing
sequence of all routable orders. The TFTY, SAVE, SOLV, and CART orders
are designed to execute serially as part of their strategies, which is
generally to reduce the blended fees associated with transacting on
multiple markets. As such, simultaneous routing of such orders would
not result in a better execution in terms of the goals of these
routable order types.
2. Statutory Basis
The statutory basis for the proposed rule change is Section 6(b)(5)
of the Securities Exchange Act of 1934 (the ``Act''),\5\ which requires
the rules of an exchange to promote just and equitable principles of
trade, to remove impediments to and perfect the mechanism of a free and
open market and a national market system and, in general, to protect
investors and the public interest. The Exchange believes that the
proposed rule meets these requirements in that it promotes efficiency
in the market, and increases the speed of execution and likelihood that
a routable order will be filled at the best price possible. In this
regard, NASDAQ notes that simultaneous execution minimizes the market
impact a routable order has on the markets under the current multi-step
execution and routing process, thus improving fill rates. Accordingly,
the proposed rule change will serve to improve execution quality for
investors sending their routable orders to NASDAQ.
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\5\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange 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
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the Exchange consents, the Commission shall: (a) By order approve
or disapprove such proposed rule change, or (b) institute proceedings
to determine whether the proposed rule change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2012-071 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-2012-071. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. The text of the proposed rule change is
available on the Commission's Web site at https://www.sec.gov. Copies of
such 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-NASDAQ-2012-071, and should be submitted on or before
July 20, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\6\
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\6\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-15955 Filed 6-28-12; 8:45 am]
BILLING CODE 8011-01-P