Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Its Schedule of Fees and Credits Applicable to Execution and Routing of Orders in Securities Priced at $1 or More per Share Under Rule 7018, 62807-62809 [2013-24570]
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Federal Register / Vol. 78, No. 204 / Tuesday, October 22, 2013 / Notices
rewarding Members that help the
Exchange to join other market centers at
the NBBO. Promotion of displayed
liquidity at the NBBO enhances market
quality for all market participants and
promotes competition amongst market
centers. The Exchange believes that the
proposed changes as a whole will
contribute to additional displayed
liquidity on the Exchange, which will,
in turn, benefit competition due to the
improvements to the overall market
quality of the Exchange.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
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)
of the Act 11 and paragraph (f) of Rule
19b–4 thereunder.12 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.
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:
sroberts on DSK5SPTVN1PROD with FRONT MATTER
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–
BATS–2013–054 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–BATS–2013–054. 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. 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–BATS–
2013–054 and should be submitted on
or before November 12, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24657 Filed 10–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70614; File No. SR–
NASDAQ–2013–129]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend Its
Schedule of Fees and Credits
Applicable to Execution and Routing of
Orders in Securities Priced at $1 or
More per Share Under Rule 7018
October 4, 2013.
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 27, 2013, The NASDAQ
Stock Market LLC (‘‘NASDAQ’’ or
‘‘Exchange’’) filed with the Securities
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
11 15
U.S.C. 78s(b)(3)(A).
12 17 CFR 240.19b–4(f).
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62807
and Exchange Commission (‘‘SEC’’ or
‘‘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 is proposing amend its
schedule of fees and credits applicable
to execution and routing of orders in
securities priced at $1 or more per share
under Rule 7018. NASDAQ will
implement the proposed rule change on
October 1, 2013.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaq.cchwallstreet.com, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change. 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 several
changes to its schedule of fees and
credits applicable to execution and
routing of orders in securities priced at
$1 or more per share under Rule 7018.
First, NASDAQ currently offers a credit
of $0.0020 per share executed for
midpoint pegged and midpoint postonly orders (‘‘midpoint orders’’) that
provide liquidity if a member provides
an average daily volume of more than 5
million shares through midpoint orders
during the month and the member’s
average daily volume of liquidity
provided through midpoint orders
during the month is at least 2 million
shares more than in April 2013.
NASDAQ is proposing to eliminate this
pricing tier for midpoint orders, because
no member has ever qualified for it.
Accordingly, NASDAQ believes that the
tier has been ineffective at encouraging
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Federal Register / Vol. 78, No. 204 / Tuesday, October 22, 2013 / Notices
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members to make greater use of
midpoint orders, and may be eliminated
without member impact. Under tiers
that will remain in place, NASDAQ
pays a credit of $0.0017 per share
executed for midpoint orders if the
member provides an average daily
volume of 5 million or more shares
through midpoint orders during the
month (without any requirement for an
increase above prior levels), and a credit
of $0.0014 per share executed for
midpoint orders if the member provides
an average daily volume of less than 5
million shares through midpoint orders
during the month.
Second, NASDAQ is modifying
certain routing fees applicable to orders
routed to NASDAQ OMX PSX (‘‘PSX’’),
so that the applicable fees for routing to
that venue will be generally consistent
with fees for routing to other venues.
Specifically, NASDAQ currently charges
$0.0028 per share executed for orders
using the SOLV or SAVE routing
strategies 3 that execute at PSX, while
charging $0.0030 per share executed
when such orders execute at most other
venues.4 NASDAQ is increasing the fee
for routing to PSX to match the $0.0030
per share executed fee for other most
venues. Similarly, NASDAQ currently
charges $0.0028 per share executed for
order using the TFTY routing strategy 5
that execute at PSX, while charging
$0.0030 per share executed when such
orders execute at the New York Stock
3 SAVE is a routing option under which orders
may either (i) route to BX and PSX, check the
NASDAQ book for available shares, and then route
to other destinations on the applicable routing
table, or (ii) may check NASDAQ first and then
route to destinations on the applicable routing
table. If shares remain un-executed after routing,
they are posted to the book. Once on the book, if
the order is subsequently locked or crossed by
another market center, NASDAQ will not route the
order to the locking or crossing market center.
SOLV is a routing option under which orders may
either (i) route to BX and PSX, check NASDAQ, and
then route to other destinations on the applicable
routing table, or (ii) may check NASDAQ first and
then route to destinations on the applicable routing
table. If shares remain un-executed after routing,
they are posted to the book. Once on the book, if
the order is subsequently locked or crossed by
another accessible market center, NASDAQ will
route the order to the locking or crossing market
center.
4 The exception is NASDAQ OMX BX (‘‘BX’’). For
SAVE and SOLV orders that execute at BX,
NASDAQ charges no fee and pays no rebate,
reflecting the fact that BX itself pays a small credit
with respect to orders that access liquidity.
5 TFTY is a routing option under which orders
check NASDAQ for available shares only if so
instructed by the entering firm and are thereafter
routed to destinations on the applicable routing
table. If shares remain un-executed after routing,
they are posted to 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.
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Exchange (‘‘NYSE’’).6 NASDAQ is
increasing the fee for routing to PSX to
match this $0.0030 per share executed
fee. The changes are designed to
increase revenue in a period of
persistent low trading volumes and to
simplify the routing fee schedule. The
changes are unlikely to have a
significant impact on members that use
NASDAQ’s routing services, since
relatively few routed orders are
executed at PSX.
Third, NASDAQ is reducing the credit
paid with respect to QCST and QDRK
orders 7 that execute at BX from $0.0014
per share executed to $0.0011 per share
executed. The change will make the
credit paid with respect to orders routed
to BX more consistent with the credits
paid by BX itself, which have been
modified in recent months.8 In addition,
the change will reduce costs in a period
of persistent low trading volumes and is
unlikely to have a significant impact on
members that use NASDAQ’s routing
services, since relatively few routed
orders are executed at BX.
6 The routing table applicable to TFTY generally
favors routing destinations that charge no or low
execution fees, and would generally route to such
destinations before routing to higher cost
destinations such as NYSE and PSX. For TFTY
orders that execute at BX (which pays a small credit
for executions), NASDAQ charges no fee and pays
no rebate. For TFTY orders that execute at
destinations other than BX, PSX, and NYSE,
NASDAQ charges $0.0005 per share executed,
consistent with the lower cost of routing to such
destinations.
7 QDRK is a routing option under which orders
check NASDAQ for available shares and
simultaneously route the remaining shares to
destinations on the applicable routing table that are
not posting Protected Quotations within the
meaning of Regulation NMS. If shares remain unexecuted after routing, they are posted on the book.
Once on the book, if the order is subsequently
locked or crossed by another market center,
NASDAQ will not route the order to the locking or
crossing market center.
QCST is a routing option under which orders
check NASDAQ for available shares and
simultaneously route the remaining shares to
destinations on the applicable routing table that are
not posting Protected Quotations within the
meaning of Regulation NMS and to certain, but not
all, exchanges. If shares remain un-executed after
routing, they are posted on the book. Once on the
book, if the order is subsequently locked or crossed
by another market center, NASDAQ will not route
the order to the locking or crossing market center.
8 SR–BX–2013–054 (September 27, 2013);
Securities Exchange Act Release No. 70339
(September 6, 2013), 78 FR 56249 (September 12,
2013) (SR–BX–2013–051). Depending on volumes
of orders routed to BX in a given month, NASDAQ
may receive a credit of either $0.0013 or $0.0007
per share executed with respect to such orders. The
reduction of the credit paid by NASDAQ thereby
reduces the extent to which NASDAQ pays an extra
credit to encourage the use of the QDRK and QCST
strategies, which were introduced earlier in the year
but which have seen a recent increase in use.
Securities Exchange Act Release No. 68839
(February 6, 2013), 78 FR 9957 (February 12, 2013)
(SR–NASDAQ–2013–014).
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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,9 in
general, and with Sections 6(b)(4) and
6(b)(5) of the Act,10 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, and is not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
The change to eliminate the rebate tier
applicable to midpoint orders is
reasonable because the tier has never
applied to any members since its
inception and therefore the change will
not result in a fee increase. Similarly,
the change is consistent with an
equitable allocation of fees and is not
unfairly discriminatory because
members that use midpoint orders will
continue to be eligible for the tiers for
which they currently qualify (either
$0.0017 or $0.0014 per share executed,
depending on their volume levels).
Accordingly, the change will not affect
the allocation of fees and rebates among
members and will not have a
discriminatory impact on any members.
The change with respect to fees for
routing to PSX is reasonable because it
will make the applicable fees for routing
to PSX consistent with the fees for
routing to other venues. Moreover, the
change will result in a modest increase
of only $0.0002 per share executed for
SAVE, SOLV, and TFTY orders when
they access liquidity on PSX. The
change is consistent with an equitable
allocation of fees and not unfairly
discriminatory because it will eliminate
an existing disparity between the fees
charged for routing to PSX and routing
to certain other destinations, thereby
making the applicable fees more
consistent. In addition, the change is
equitable and not unfairly
discriminatory because it affects only
those members that opt to use
NASDAQ’s optional routing services,
and will in any event have a minimal
impact because few orders using the
strategies execute at PSX.
The change with respect to QCST and
QDRK orders routed to BX is reasonable
because it will make the credit paid by
NASDAQ more consistent with the
credit received by NASDAQ from BX
with respect to such orders. Moreover,
the change will result in a modest
decrease of only $0.0003 per share
executed with respect to the applicable
9 15
U.S.C. 78f.
U.S.C. 78f(b)(4) and (5).
10 15
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sroberts on DSK5SPTVN1PROD with FRONT MATTER
credit. The change is consistent with an
equitable allocation of fees and not
unfairly discriminatory because it will
reduce the extent to which NASDAQ
pays an extra credit to encourage the use
of the QDRK and QCST strategies,
thereby making the credit paid to
NASDAQ members more consistent
with credits paid by BX. In addition, the
change is equitable and not unfairly
discriminatory because it affects only
those members that opt to use
NASDAQ’s optional routing services,
and will in any event have a minimal
impact because few orders using the
strategies execute at BX.
unattractive to market participants, it is
likely that NASDAQ will lose market
share as a result. As a result of these
considerations, 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.
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.11 NASDAQ 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, or rebate opportunities
available at other venues to be more
favorable. In such an environment,
NASDAQ must continually adjust its
fees to remain competitive with other
exchanges and with alternative trading
systems that have been exempted from
compliance with the statutory standards
applicable to exchanges. Because
competitors are free to modify their own
fees in response, and because market
participants may readily adjust their
order routing practices, NASDAQ
believes that the degree to which fee
changes in this market may impose any
burden on competition is extremely
limited. In this instance, although the
proposed change with respect to
midpoint orders has the effect of
eliminating a rebate tier, the tier had not
been successful at encouraging greater
use of midpoint orders, and so its
elimination is unlikely to have an
impact on the order routing decisions of
NASDAQ members. Moreover, other
incentive tiers with respect to midpoint
orders remain in place. Similarly, the
proposed changes with respect to
routing fees are expected to have a
minimal effect on members that opt to
use NASDAQ’s routing services,
because few routed orders execute at
PSX or BX; moreover, the amount of the
fee increase (for PSX) or credit
reduction (for BX) is small. In addition,
numerous alternatives exist to the
routing services offered by NASDAQ.
Thus, if any of the changes are [sic]
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)
of the Act 12 and paragraph (f) of Rule
19b–4 thereunder.13 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.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
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:
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24570 Filed 10–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70682; File No. SR–Phlx–
2013–101]
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–2013–129. 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
October 15, 2013.
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing of Proposed Rule Change
Regarding the Short Term Option
Series Program
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
3, 2013, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f).
U.S.C. 78f(b)(8).
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 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–2013–129, and should be
submitted on or before November 12,
2013.
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–2013–129 on the subject line.
12 15
11 15
62809
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E:\FR\FM\22OCN1.SGM
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Agencies
[Federal Register Volume 78, Number 204 (Tuesday, October 22, 2013)]
[Notices]
[Pages 62807-62809]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-24570]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70614; File No. SR-NASDAQ-2013-129]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend Its Schedule of Fees and Credits Applicable to Execution and
Routing of Orders in Securities Priced at $1 or More per Share Under
Rule 7018
October 4, 2013.
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 27, 2013, The NASDAQ Stock Market LLC (``NASDAQ'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``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 is proposing amend its schedule of fees and credits
applicable to execution and routing of orders in securities priced at
$1 or more per share under Rule 7018. NASDAQ will implement the
proposed rule change on October 1, 2013.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaq.cchwallstreet.com, at the principal office of
the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change. 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 several changes to its schedule of fees and
credits applicable to execution and routing of orders in securities
priced at $1 or more per share under Rule 7018. First, NASDAQ currently
offers a credit of $0.0020 per share executed for midpoint pegged and
midpoint post-only orders (``midpoint orders'') that provide liquidity
if a member provides an average daily volume of more than 5 million
shares through midpoint orders during the month and the member's
average daily volume of liquidity provided through midpoint orders
during the month is at least 2 million shares more than in April 2013.
NASDAQ is proposing to eliminate this pricing tier for midpoint orders,
because no member has ever qualified for it. Accordingly, NASDAQ
believes that the tier has been ineffective at encouraging
[[Page 62808]]
members to make greater use of midpoint orders, and may be eliminated
without member impact. Under tiers that will remain in place, NASDAQ
pays a credit of $0.0017 per share executed for midpoint orders if the
member provides an average daily volume of 5 million or more shares
through midpoint orders during the month (without any requirement for
an increase above prior levels), and a credit of $0.0014 per share
executed for midpoint orders if the member provides an average daily
volume of less than 5 million shares through midpoint orders during the
month.
Second, NASDAQ is modifying certain routing fees applicable to
orders routed to NASDAQ OMX PSX (``PSX''), so that the applicable fees
for routing to that venue will be generally consistent with fees for
routing to other venues. Specifically, NASDAQ currently charges $0.0028
per share executed for orders using the SOLV or SAVE routing strategies
\3\ that execute at PSX, while charging $0.0030 per share executed when
such orders execute at most other venues.\4\ NASDAQ is increasing the
fee for routing to PSX to match the $0.0030 per share executed fee for
other most venues. Similarly, NASDAQ currently charges $0.0028 per
share executed for order using the TFTY routing strategy \5\ that
execute at PSX, while charging $0.0030 per share executed when such
orders execute at the New York Stock Exchange (``NYSE'').\6\ NASDAQ is
increasing the fee for routing to PSX to match this $0.0030 per share
executed fee. The changes are designed to increase revenue in a period
of persistent low trading volumes and to simplify the routing fee
schedule. The changes are unlikely to have a significant impact on
members that use NASDAQ's routing services, since relatively few routed
orders are executed at PSX.
---------------------------------------------------------------------------
\3\ SAVE is a routing option under which orders may either (i)
route to BX and PSX, check the NASDAQ book for available shares, and
then route to other destinations on the applicable routing table, or
(ii) may check NASDAQ first and then route to destinations on the
applicable routing table. If shares remain un-executed after
routing, they are posted to the book. Once on the book, if the order
is subsequently locked or crossed by another market center, NASDAQ
will not route the order to the locking or crossing market center.
SOLV is a routing option under which orders may either (i) route to
BX and PSX, check NASDAQ, and then route to other destinations on
the applicable routing table, or (ii) may check NASDAQ first and
then route to destinations on the applicable routing table. If
shares remain un-executed after routing, they are posted to the
book. Once on the book, if the order is subsequently locked or
crossed by another accessible market center, NASDAQ will route the
order to the locking or crossing market center.
\4\ The exception is NASDAQ OMX BX (``BX''). For SAVE and SOLV
orders that execute at BX, NASDAQ charges no fee and pays no rebate,
reflecting the fact that BX itself pays a small credit with respect
to orders that access liquidity.
\5\ TFTY is a routing option under which orders check NASDAQ for
available shares only if so instructed by the entering firm and are
thereafter routed to destinations on the applicable routing table.
If shares remain un-executed after routing, they are posted to 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.
\6\ The routing table applicable to TFTY generally favors
routing destinations that charge no or low execution fees, and would
generally route to such destinations before routing to higher cost
destinations such as NYSE and PSX. For TFTY orders that execute at
BX (which pays a small credit for executions), NASDAQ charges no fee
and pays no rebate. For TFTY orders that execute at destinations
other than BX, PSX, and NYSE, NASDAQ charges $0.0005 per share
executed, consistent with the lower cost of routing to such
destinations.
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Third, NASDAQ is reducing the credit paid with respect to QCST and
QDRK orders \7\ that execute at BX from $0.0014 per share executed to
$0.0011 per share executed. The change will make the credit paid with
respect to orders routed to BX more consistent with the credits paid by
BX itself, which have been modified in recent months.\8\ In addition,
the change will reduce costs in a period of persistent low trading
volumes and is unlikely to have a significant impact on members that
use NASDAQ's routing services, since relatively few routed orders are
executed at BX.
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\7\ QDRK is a routing option under which orders check NASDAQ for
available shares and simultaneously route the remaining shares to
destinations on the applicable routing table that are not posting
Protected Quotations within the meaning of Regulation NMS. If shares
remain un-executed after routing, they are posted on the book. Once
on the book, if the order is subsequently locked or crossed by
another market center, NASDAQ will not route the order to the
locking or crossing market center.
QCST is a routing option under which orders check NASDAQ for
available shares and simultaneously route the remaining shares to
destinations on the applicable routing table that are not posting
Protected Quotations within the meaning of Regulation NMS and to
certain, but not all, exchanges. If shares remain un-executed after
routing, they are posted on the book. Once on the book, if the order
is subsequently locked or crossed by another market center, NASDAQ
will not route the order to the locking or crossing market center.
\8\ SR-BX-2013-054 (September 27, 2013); Securities Exchange Act
Release No. 70339 (September 6, 2013), 78 FR 56249 (September 12,
2013) (SR-BX-2013-051). Depending on volumes of orders routed to BX
in a given month, NASDAQ may receive a credit of either $0.0013 or
$0.0007 per share executed with respect to such orders. The
reduction of the credit paid by NASDAQ thereby reduces the extent to
which NASDAQ pays an extra credit to encourage the use of the QDRK
and QCST strategies, which were introduced earlier in the year but
which have seen a recent increase in use. Securities Exchange Act
Release No. 68839 (February 6, 2013), 78 FR 9957 (February 12, 2013)
(SR-NASDAQ-2013-014).
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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,\9\ in general, and with
Sections 6(b)(4) and 6(b)(5) of the Act,\10\ 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, and is not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
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\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78f(b)(4) and (5).
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The change to eliminate the rebate tier applicable to midpoint
orders is reasonable because the tier has never applied to any members
since its inception and therefore the change will not result in a fee
increase. Similarly, the change is consistent with an equitable
allocation of fees and is not unfairly discriminatory because members
that use midpoint orders will continue to be eligible for the tiers for
which they currently qualify (either $0.0017 or $0.0014 per share
executed, depending on their volume levels). Accordingly, the change
will not affect the allocation of fees and rebates among members and
will not have a discriminatory impact on any members.
The change with respect to fees for routing to PSX is reasonable
because it will make the applicable fees for routing to PSX consistent
with the fees for routing to other venues. Moreover, the change will
result in a modest increase of only $0.0002 per share executed for
SAVE, SOLV, and TFTY orders when they access liquidity on PSX. The
change is consistent with an equitable allocation of fees and not
unfairly discriminatory because it will eliminate an existing disparity
between the fees charged for routing to PSX and routing to certain
other destinations, thereby making the applicable fees more consistent.
In addition, the change is equitable and not unfairly discriminatory
because it affects only those members that opt to use NASDAQ's optional
routing services, and will in any event have a minimal impact because
few orders using the strategies execute at PSX.
The change with respect to QCST and QDRK orders routed to BX is
reasonable because it will make the credit paid by NASDAQ more
consistent with the credit received by NASDAQ from BX with respect to
such orders. Moreover, the change will result in a modest decrease of
only $0.0003 per share executed with respect to the applicable
[[Page 62809]]
credit. The change is consistent with an equitable allocation of fees
and not unfairly discriminatory because it will reduce the extent to
which NASDAQ pays an extra credit to encourage the use of the QDRK and
QCST strategies, thereby making the credit paid to NASDAQ members more
consistent with credits paid by BX. In addition, the change is
equitable and not unfairly discriminatory because it affects only those
members that opt to use NASDAQ's optional routing services, and will in
any event have a minimal impact because few orders using the strategies
execute at BX.
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.\11\ NASDAQ 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, or rebate opportunities
available at other venues to be more favorable. In such an environment,
NASDAQ must continually adjust its fees to remain competitive with
other exchanges and with alternative trading systems that have been
exempted from compliance with the statutory standards applicable to
exchanges. Because competitors are free to modify their own fees in
response, and because market participants may readily adjust their
order routing practices, NASDAQ believes that the degree to which fee
changes in this market may impose any burden on competition is
extremely limited. In this instance, although the proposed change with
respect to midpoint orders has the effect of eliminating a rebate tier,
the tier had not been successful at encouraging greater use of midpoint
orders, and so its elimination is unlikely to have an impact on the
order routing decisions of NASDAQ members. Moreover, other incentive
tiers with respect to midpoint orders remain in place. Similarly, the
proposed changes with respect to routing fees are expected to have a
minimal effect on members that opt to use NASDAQ's routing services,
because few routed orders execute at PSX or BX; moreover, the amount of
the fee increase (for PSX) or credit reduction (for BX) is small. In
addition, numerous alternatives exist to the routing services offered
by NASDAQ. Thus, if any of the changes are [sic] unattractive to market
participants, it is likely that NASDAQ will lose market share as a
result. As a result of these considerations, 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.
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\11\ 15 U.S.C. 78f(b)(8).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
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) of the Act \12\ and paragraph (f) of Rule 19b-4
thereunder.\13\ 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.
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2013-129 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-2013-129. 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 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-2013-129, and should be submitted on or before
November 12, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-24570 Filed 10-21-13; 8:45 am]
BILLING CODE 8011-01-P