Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Modify the Fees for Managed Data Solutions, 544-548 [2015-33208]
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544
Federal Register / Vol. 81, No. 3 / Wednesday, January 6, 2016 / Notices
subparagraph (f)(6) of Rule 19b–4
thereunder.19
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) 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:
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–
Phlx–2015–99 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–Phlx–2015–99. 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 the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–Phlx–
2015–99 and should be submitted on or
before January 27, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Jill M. Peterson,
Assistant Secretary.
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
18, 2015, 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.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
NASDAQ proposes to modify the
charges to be paid for Managed Data
Solutions (‘‘MDS’’). While the changes
proposed herein are effective upon
filing, the Exchange has designated that
the amendments be operative on
January 1, 2016.
The text of the proposed rule change
is below. Proposed new language is
italicized; proposed deletions are
bracketed.
NASDAQ Stock Market Rules
Equity Rules
[FR Doc. 2015–33219 Filed 1–5–16; 8:45 am]
*
BILLING CODE 8011–01–P
7026. Distribution Models
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76797; File No. SR–
NASDAQ–2015–158]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Modify the
Fees for Managed Data Solutions
*
*
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(a) No change.
(b) Managed Data Solutions
The charges to be paid by Distributors
and Subscribers of Managed Data
Solutions products containing Nasdaq
Depth data (non-display use only) shall
be:
December 30, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
Fee schedule for managed data solutions
Price
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Managed Data Solution Administration Fee (for the right to offer Managed Data Solutions to client organizations).
Nasdaq Depth Data Professional Subscriber Fee (Internal Use Only and includes TotalView, Level 2,
OpenView).
Nasdaq Depth Data Non-Professional Subscriber (Internal Use Only and includes TotalView, Level 2,
OpenView).
(c) Hardware-Based Delivery of
Nasdaq Depth data
(1) The charges to be paid by
Distributors for processing Nasdaq
Depth data sourced from a Nasdaq
19 7 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
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*
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$[1]2,500/mo Per Distributor.
3[00]75/mo Per Subscriber.
60/mo Per Subscriber.
hardware-based market data format
shall be:
20 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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Hardware-Based delivery of Nasdaq depth data
Monthly fee
Internal Only Distributor ...........................................................................................................................
External Only Distributor ..........................................................................................................................
Internal and External Distributor ..............................................................................................................
Managed Data Solution Administration Fee ............................................................................................
(2) No change.
(3) 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,
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.
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to increase the charges to be
paid by distributors and subscribers of
Managed Data Solutions products
containing Nasdaq Depth-of-Book data.
Nasdaq Depth-of-Book data is defined in
Nasdaq Rule 7023 to include TotalView,
OpenView, and NASDAQ Level 2
(collectively, ‘‘Nasdaq Depth data’’).
Specifically, the Exchange proposes to
increase the fee charged to distributors
for the right to offer Managed Data
Solutions to client organizations to
$2,500 per month per distributor (‘‘MDS
Administration Fee’’), and the fee
charged to professional subscribers to
$375 per month per subscriber (‘‘MDS
Subscriber Fee’’). This proposed rule
change will not affect the pricing for
non-professional subscribers.
The Exchange also proposes to
increase the administration fee charged
to distributors for processing Nasdaq
Depth data sourced from a Nasdaq
hardware-based delivery option. This
option uses field-programmable gate
array (‘‘FPGA’’) technology, and serves
those customers requiring a predictable
latency profile throughout the trading
day. By taking advantage of hardware
parallelism, FPGA technology is capable
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of processing more data packets during
peak market conditions without the
introduction of variable queuing
latency. Specifically, the Exchange
proposes to increase the tiered fee
charged to distributors, which is based
on the number of subscribers, to $5,000
per month for the first subscriber, and
then $750 per month for each additional
subscriber (‘‘FPGA Distributor Fee’’).
MDS is a data delivery option
available to distributors of Nasdaq
Depth data information. Under the MDS
fee structure, distributors may provide
data feeds, Application Programming
Interfaces (APIs) or similar automated
delivery solutions to client
organizations with only limited
entitlement controls. Through this
program, NASDAQ offers a much
simpler administration process for MDS
distributors and subscribers, reducing
the burden and cost of administration.
Subscribers of MDS may use the
information for internal purposes only
and may not distribute the information
outside of their organization. MDS
presents opportunities for small and
mid-size firms to achieve significant
cost savings over the cost of data feeds.
While both the MDS Administration
Fee and MDS Subscriber Fee have not
changed since their introduction in
2010, NASDAQ is changing these fees
now to remain consistent with the
revised direct access non-display fee to
maintain price uniformity between
these two methods of accessing nondisplay depth information.3 Similarly,
the Exchange has not increased the
FPGA Distributor Fee since its
introduction in 2012. Nevertheless, both
distributors and subscribers reap the
benefits of NASDAQ’s constant focus on
the performance and enhancements to
these offerings. As such, NASDAQ
recently completed a technology refresh
to ensure that its data feeds continue to
achieve a high level of performance and
resiliency. The Exchange has also
upgraded and refreshed its disaster
recovery capabilities, adding to the
$25,000 Per Distributor.
2,500 Per Distributor.
27,500 Per Distributor.
[3,000 = 1 Subscriber.
3,500 = 2 Subscribers.
4,000 = 3 Subscribers].
5,000 for the first Subscriber.
750[0] for each additional Subscriber.
increased focus on redundancy and
resiliency.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,4
in general, and with Sections 6(b)(4) and
6(b)(5) of the Act,5 in particular, in that
it provides an equitable allocation of
reasonable fees among Subscribers and
recipients of NASDAQ data and is not
designed to permit unfair
discrimination between them.
NASDAQ’s proposal to increase the
MDS Administration Fee, MDS
Subscriber Fee and FPGA Distributor
Fee is also consistent with the Act in
that it reflects an equitable allocation of
reasonable fees. The Commission has
long recognized the fair and equitable
and not unreasonably discriminatory
nature of assessing different fees for
distributors and professional and nonprofessional users of the same data.
NASDAQ also believes it is equitable to
assess a higher fee per professional user
than to an ordinary non-professional
user due to the enhanced flexibility,
lower overall costs and value that it
offers distributors.
In adopting Regulation NMS, the
Commission granted self-regulatory
organizations and broker-dealers
increased authority and flexibility to
offer new and unique market data to the
public.
The Commission concluded that
Regulation NMS—by deregulating the
market in proprietary data—would itself
further the Act’s goals of facilitating
efficiency and competition:
[E]fficiency is promoted when brokerdealers who do not need the data beyond the
prices, sizes, market center identifications of
the NBBO and consolidated last sale
information are not required to receive (and
pay for) such data. The Commission also
believes that efficiency is promoted when
broker-dealers may choose to receive (and
pay for) additional market data based on their
own internal analysis of the need for such
data.6
4 15
U.S.C. 78f.
U.S.C. 78f(b)(4) and (5).
6 See Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496 (June 29, 2005).
5 15
3 See SR–NASDAQ–2015–157 (filed December 18,
2015).
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By removing ‘‘unnecessary regulatory
restrictions’’ on the ability of exchanges
to sell their own data, Regulation NMS
advanced the goals of the Act and the
principles reflected in its legislative
history. If the free market should
determine whether proprietary data is
sold to broker-dealers at all, it follows
that the price at which such data is sold
should be set by the market as well.
Level 2, NASDAQ TotalView and
NASDAQ OpenView are precisely the
sort of market data products that the
Commission envisioned when it
adopted Regulation NMS.
The decision of the United States
Court of Appeals for the District of
Columbia Circuit in NetCoalition v.
SEC, 615 F.3d 525 (D.C. Cir. 2010)
(‘‘NetCoalition I’’), upheld the
Commission’s reliance upon
competitive markets to set reasonable
and equitably allocated fees for market
data. ‘‘In fact, the legislative history
indicates that the Congress intended
that the market system ‘evolve through
the interplay of competitive forces as
unnecessary regulatory restrictions are
removed’ and that the SEC wield its
regulatory power ‘in those situations
where competition may not be
sufficient,’ such as in the creation of a
‘consolidated transactional reporting
system.’ NetCoalition I, at 535 (quoting
H.R. Rep. No. 94–229, at 92 (1975), as
reprinted in 1975 U.S.C.C.A.N. 321,
323). The court agreed with the
Commission’s conclusion that
‘‘Congress intended that ‘competitive
forces should dictate the services and
practices that constitute the U.S.
national market system for trading
equity securities.’ ’’ 7
The Court in NetCoalition I, while
upholding the Commission’s conclusion
that competitive forces may be relied
upon to establish the fairness of prices,
nevertheless concluded that the record
in that case did not adequately support
the Commission’s conclusions as to the
competitive nature of the market for
NYSE Arca’s data product at issue in
that case. As explained below in
NASDAQ’s Statement on Burden on
Competition, however, NASDAQ
believes that there is substantial
evidence of competition in the
marketplace for data that was not in the
record in the NetCoalition I case, and
that the Commission is entitled to rely
upon such evidence in concluding fees
are the product of competition, and
therefore in accordance with the
relevant statutory standards.8
7 NetCoalition
I, at 535.
should also be noted that Section 916 of the
Dodd-Frank Wall Street Reform and Consumer
Protection Act of 2010 (‘‘Dodd-Frank Act’’) has
8 It
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Accordingly, any findings of the court
with respect to that product may not be
relevant to the product at issue in this
filing.
NASDAQ believes that the allocation
of the proposed fee is fair and equitable
in accordance with Section 6(b)(4) of the
Act, and not unreasonably
discriminatory in accordance with
Section 6(b)(5) of the Act. As described
above, the proposed fee is based on
pricing conventions and distinctions
that exist in NASDAQ’s current fee
schedule. These distinctions are each
based on principles of fairness and
equity that have helped for many years
to maintain fair, equitable, and not
unreasonably discriminatory fees, and
that apply with equal or greater force to
the current proposal.
As described in greater detail below,
if NASDAQ has calculated improperly
and the market deems the proposed fees
to be unfair, inequitable, or
unreasonably discriminatory, firms can
discontinue the use of their data
because the proposed product is entirely
optional to all parties. Firms are not
required to purchase data and NASDAQ
is not required to make data available or
to offer specific pricing alternatives for
potential purchases. NASDAQ can
discontinue offering a pricing
alternative (as it has in the past) and
firms can discontinue their use at any
time and for any reason (as they often
do), including due to their assessment of
the reasonableness of fees charged.
NASDAQ continues to establish and
revise pricing policies aimed at
increasing fairness and equitable
allocation of fees among Subscribers.
NASDAQ believes that periodically it
must adjust the Subscriber fees to reflect
market forces. NASDAQ believes it is an
appropriate time to adjust this fee to
more accurately reflect the investments
made to enhance this product through
capacity upgrades. This also reflects that
the market for this information is highly
competitive and continually evolves as
products develop and change.
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.
Notwithstanding its determination that
amended paragraph (A) of Section 19(b)(3) of the
Act, 15 U.S.C. 78s(b)(3), to make it clear that all
exchange fees, including fees for market data, may
be filed by exchanges on an immediately effective
basis. See also NetCoalition v. SEC, 715 F.3d 342
(D.C. Cir. 2013) (‘‘NetCoalition II’’) (finding no
jurisdiction to review Commission’s nonsuspension of immediately effective fee changes).
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the Commission may rely upon
competition to establish fair and
equitably allocated fees for market data,
the NetCoalition court found that the
Commission had not, in that case,
compiled a record that adequately
supported its conclusion that the market
for the data at issue in the case was
competitive. NASDAQ believes that a
record may readily be established to
demonstrate the competitive nature of
the market in question.
There is intense competition between
trading platforms that provide
transaction execution and routing
services and proprietary data products.
Transaction execution and proprietary
data products are complementary in that
market data is both an input and a
byproduct of the execution service. In
fact, market data and trade execution are
a paradigmatic example of joint
products with joint costs. Data products
are valuable to many end Subscribers
only insofar as they provide information
that end Subscribers expect will assist
them or their customers in making
trading decisions.
The costs of producing market data
include not only the costs of the data
distribution infrastructure, but also the
costs of designing, maintaining, and
operating the exchange’s transaction
execution platform and the cost of
regulating the exchange to ensure its fair
operation and maintain investor
confidence. The total return that a
trading platform earns reflects the
revenues it receives from both products
and the joint costs it incurs. Moreover,
an exchange’s customers view the costs
of transaction executions and of data as
a unified cost of doing business with the
exchange. A broker-dealer (‘‘BD’’) will
direct orders to a particular exchange
only if the expected revenues from
executing trades on the exchange exceed
net transaction execution costs and the
cost of data that the BD chooses to buy
to support its trading decisions (or those
of its customers). The choice of data
products is, in turn, a product of the
value of the products in making
profitable trading decisions. If the cost
of the product exceeds its expected
value, the BD will choose not to buy it.
Moreover, as a BD chooses to direct
fewer orders to a particular exchange,
the value of the product to that BD
decreases, for two reasons. First, the
product will contain less information,
because executions of the BD’s orders
will not be reflected in it. Second, and
perhaps more important, the product
will be less valuable to that BD because
it does not provide information about
the venue to which it is directing its
orders. Data from the competing venue
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to which the BD is directing orders will
become correspondingly more valuable.
Thus, an increase in the fees charged
for either transactions or data has the
potential to impair revenues from both
products. ‘‘No one disputes that
competition for order flow is ‘fierce’.’’
NetCoalition at 24. However, the
existence of fierce competition for order
flow implies a high degree of price
sensitivity on the part of BDs with order
flow, since they may readily reduce
costs by directing orders toward the
lowest-cost trading venues. A BD that
shifted its order flow from one platform
to another in response to order
execution price differentials would both
reduce the value of that platform’s
market data and reduce its own need to
consume data from the disfavored
platform. Similarly, if a platform
increases its market data fees, the
change will affect the overall cost of
doing business with the platform, and
affected BDs will assess whether they
can lower their trading costs by
directing orders elsewhere and thereby
lessening the need for the more
expensive data.
Analyzing the cost of market data
distribution in isolation from the cost of
all of the inputs supporting the creation
of market data will inevitably
underestimate the cost of the data. Thus,
because it is impossible to create data
without a fast, technologically robust,
and well-regulated execution system,
system costs and regulatory costs affect
the price of market data. It would be
equally misleading, however, to
attribute all of the exchange’s costs to
the market data portion of an exchange’s
joint product. Rather, all of the
exchange’s costs are incurred for the
unified purposes of attracting order
flow, executing and/or routing orders,
and generating and selling data about
market activity. The total return that an
exchange earns reflects the revenues it
receives from the joint products and the
total costs of the joint products.
Competition among trading platforms
can be expected to constrain the
aggregate return each platform earns
from the sale of its joint products, but
different platforms may choose from a
range of possible, and equally
reasonable, pricing strategies as the
means of recovering total costs.
NASDAQ pays rebates to attract orders,
charges relatively low prices for market
information and charges relatively high
prices for accessing posted liquidity.
Other platforms may choose a strategy
of paying lower liquidity rebates to
attract orders, setting relatively low
prices for accessing posted liquidity,
and setting relatively high prices for
market information. Still others may
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provide most data free of charge and
rely exclusively on transaction fees to
recover their costs. Finally, some
platforms may incentivize use by
providing opportunities for equity
ownership, which may allow them to
charge lower direct fees for executions
and data.
In this environment, there is no
economic basis for regulating maximum
prices for one of the joint products in an
industry in which suppliers face
competitive constraints with regard to
the joint offering. Such regulation is
unnecessary because an ‘‘excessive’’
price for one of the joint products will
ultimately have to be reflected in lower
prices for other products sold by the
firm, or otherwise the firm will
experience a loss in the volume of its
sales that will be adverse to its overall
profitability. In other words, an increase
in the price of data will ultimately have
to be accompanied by a decrease in the
cost of executions, or the volume of both
data and executions will fall.
The level of competition and
contestability in the market is evident in
the numerous alternative venues that
compete for order flow, including
eleven SRO markets, as well as
internalizing BDs and various forms of
alternative trading systems (‘‘ATSs’’),
including dark pools and electronic
communication networks (‘‘ECNs’’).
Each SRO market competes to produce
transaction reports via trade executions,
and two FINRA-regulated TRFs compete
to attract internalized transaction
reports. It is common for BDs to further
and exploit this competition by sending
their order flow and transaction reports
to multiple markets, rather than
providing them all to a single market.
Competitive markets for order flow,
executions, and transaction reports
provide pricing discipline for the inputs
of proprietary data products.
The large number of SROs, TRFs, BDs,
and ATSs that currently produce
proprietary data or are currently capable
of producing it provides further pricing
discipline for proprietary data products.
Each SRO, TRF, ATS, and BD is
currently permitted to produce
proprietary data products, and many
currently do or have announced plans to
do so, including NASDAQ, NYSE,
NYSE MKT, NYSE Arca, and BATS/
Direct Edge.
Any ATS or BD can combine with any
other ATS, BD, or multiple ATSs or BDs
to produce joint proprietary data
products. Additionally, order routers
and market data vendors can facilitate
single or multiple BDs’ production of
proprietary data products. The potential
sources of proprietary products are
virtually limitless. Notably, the
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547
potential sources of data include the
BDs that submit trade reports to TRFs
and that have the ability to consolidate
and distribute their data without the
involvement of FINRA or an exchangeoperated TRF.
The fact that proprietary data from
ATSs, BDs, and vendors can by-pass
SROs is significant in two respects.
First, non-SROs can compete directly
with SROs for the production and sale
of proprietary data products, as BATS
and NYSE Arca did before registering as
exchanges by publishing proprietary
book data on the internet. Second,
because a single order or transaction
report can appear in a core data product,
an SRO proprietary product, and/or a
non-SRO proprietary product, the data
available in proprietary products is
exponentially greater than the actual
number of orders and transaction
reports that exist in the marketplace.
In addition to the competition and
price discipline described above, the
market for proprietary data products is
also highly contestable because market
entry is rapid, inexpensive, and
profitable. The history of electronic
trading is replete with examples of
entrants that swiftly grew into some of
the largest electronic trading platforms
and proprietary data producers:
Archipelago, Bloomberg Tradebook,
Island, RediBook, Attain, TracECN,
BATS Trading and BATS/Direct Edge. A
proliferation of dark pools and other
ATSs operate profitably with
fragmentary shares of consolidated
market volume.
Regulation NMS, by deregulating the
market for proprietary data, has
increased the contestability of that
market. While BDs have previously
published their proprietary data
individually, Regulation NMS
encourages market data vendors and
BDs to produce proprietary products
cooperatively in a manner never before
possible. Multiple market data vendors
already have the capability to aggregate
data and disseminate it on a profitable
scale, including Bloomberg and
Thomson Reuters. In Europe, Cinnober
aggregates and disseminates data from
over 40 brokers and multilateral trading
facilities.9
In this environment, a supercompetitive increase in the fees charged
for either transactions or data has the
potential to impair revenues from both
products. ‘‘No one disputes that
competition for order flow is ‘fierce’.’’
NetCoalition I at 539. The existence of
fierce competition for order flow
implies a high degree of price sensitivity
9 See https://www.cinnober.com/boat-tradereporting.
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on the part of BDs with order flow, since
they may readily reduce costs by
directing orders toward the lowest-cost
trading venues. A BD that shifted its
order flow from one platform to another
in response to order execution price
differentials would both reduce the
value of that platform’s market data and
reduce its own need to consume data
from the disfavored platform. If a
platform increases its market data fees,
the change will affect the overall cost of
doing business with the platform, and
affected BDs will assess whether they
can lower their trading costs by
directing orders elsewhere and thereby
lessening the need for the more
expensive data.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.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.
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2015–158. 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–2015–158, and should be
submitted onor before January 27, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015–33208 Filed 1–5–16; 8:45 am]
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[SEC File No. 270–149, OMB Control No.
3235–0130]
mstockstill on DSK4VPTVN1PROD with NOTICES
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–2015–158 on the subject line.
Submission for OMB Review;
Comment Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
Extension: Rule 17Ad–2(c), (d), and (h).
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
10 15
U.S.C. 78s(b)(3)(a)(ii).
VerDate Sep<11>2014
17:32 Jan 05, 2016
Notice is hereby given that pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.) (‘‘PRA’’), the
11 17
Jkt 238001
PO 00000
CFR 200.30–3(a)(12).
Frm 00090
Fmt 4703
Sfmt 4703
Securities and Exchange Commission
(‘‘Commission’’) has submitted to the
Office of Management and Budget
(‘‘OMB’’) a request for approval of
extension of the previously approved
collection of information provided for in
Rule 17Ad–2(c), (d), and (h), (17 CFR
240.17Ad–2(c), (d), and (h)), under the
Securities Exchange Act of 1934 (15
U.S.C. 78a et seq.).
Rule 17Ad–2(c),(d) and (h)
enumerates the requirements with
which registered transfer agents must
comply to inform the Commission or the
appropriate regulator of a transfer
agent’s failure to meet the minimum
performance standards set by the
Commission rule by filing a notice.
The Commission receives
approximately 3 notices a year pursuant
to Rule 17Ad–2(c), (d), and (h). The
estimated annual time burden of these
filings on respondents is minimal in
view of: (a) The readily available nature
of most of the information required to be
included in the notice (since that
information must be compiled and
retained pursuant to other Commission
rules); and (b) the summary fashion in
which such information must be
presented in the notice (most notices are
one page or less in length). In light of
the above, and based on the experience
of the staff regarding the notices, the
Commission staff estimates that, on
average, most notices require
approximately one-half hour to prepare.
Thus, the Commission staff estimates
that the industry-wide total time burden
is approximately 1.5 hours.
The retention period for the
recordkeeping requirement under Rule
17Ad–2(c), (d), and (h) is not less than
two years following the date the notice
is submitted. The recordkeeping
requirement under this rule is
mandatory to assist the Commission in
monitoring transfer agents who fail to
meet the minimum performance
standards set by the Commission rule.
This rule does not involve the collection
of confidential information. A transfer
agent is not required to file under the
rule unless it does not meet the
minimum performance standards for
turnaround, processing or forwarding
items received for transfer during a
month.
An agency may not conduct or
sponsor, and a person is not required to
respond to, a collection of information
under the PRA unless it displays a
currently valid OMB control number.
The public may view background
documentation for this information
collection at the following Web site:
www.reginfo.gov. Comments should be
directed to: (i) Desk Officer for the
Securities and Exchange Commission,
E:\FR\FM\06JAN1.SGM
06JAN1
Agencies
[Federal Register Volume 81, Number 3 (Wednesday, January 6, 2016)]
[Notices]
[Pages 544-548]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-33208]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76797; File No. SR-NASDAQ-2015-158]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Modify the Fees for Managed Data Solutions
December 30, 2015.
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 December 18, 2015, The NASDAQ Stock Market LLC (``NASDAQ'') filed
with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I, II, and III below, which
Items have been prepared by NASDAQ. The Commission is publishing this
notice to solicit comments on the proposed rule change from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
NASDAQ proposes to modify the charges to be paid for Managed Data
Solutions (``MDS''). While the changes proposed herein are effective
upon filing, the Exchange has designated that the amendments be
operative on January 1, 2016.
The text of the proposed rule change is below. Proposed new
language is italicized; proposed deletions are bracketed.
NASDAQ Stock Market Rules
Equity Rules
* * * * *
7026. Distribution Models
(a) No change.
(b) Managed Data Solutions
The charges to be paid by Distributors and Subscribers of Managed
Data Solutions products containing Nasdaq Depth data (non-display use
only) shall be:
----------------------------------------------------------------------------------------------------------------
Fee schedule for managed data solutions Price
----------------------------------------------------------------------------------------------------------------
Managed Data Solution Administration Fee (for $[1]2,500/mo Per Distributor.
the right to offer Managed Data Solutions to
client organizations).
Nasdaq Depth Data Professional Subscriber Fee 3[00]75/mo Per Subscriber.
(Internal Use Only and includes TotalView,
Level 2, OpenView).
Nasdaq Depth Data Non-Professional Subscriber 60/mo Per Subscriber.
(Internal Use Only and includes TotalView,
Level 2, OpenView).
----------------------------------------------------------------------------------------------------------------
(c) Hardware-Based Delivery of Nasdaq Depth data
(1) The charges to be paid by Distributors for processing Nasdaq
Depth data sourced from a Nasdaq hardware-based market data format
shall be:
[[Page 545]]
----------------------------------------------------------------------------------------------------------------
Hardware-Based delivery of Nasdaq depth data Monthly fee
----------------------------------------------------------------------------------------------------------------
Internal Only Distributor................... $25,000 Per Distributor.
External Only Distributor................... 2,500 Per Distributor.
Internal and External Distributor........... 27,500 Per Distributor.
Managed Data Solution Administration Fee.... [3,000 = 1 Subscriber.
3,500 = 2 Subscribers.
4,000 = 3 Subscribers].
5,000 for the first Subscriber.
750[0] for each additional Subscriber.
----------------------------------------------------------------------------------------------------------------
(2) No change.
(3) 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, 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
The purpose of the proposed rule change is to increase the charges
to be paid by distributors and subscribers of Managed Data Solutions
products containing Nasdaq Depth-of-Book data. Nasdaq Depth-of-Book
data is defined in Nasdaq Rule 7023 to include TotalView, OpenView, and
NASDAQ Level 2 (collectively, ``Nasdaq Depth data''). Specifically, the
Exchange proposes to increase the fee charged to distributors for the
right to offer Managed Data Solutions to client organizations to $2,500
per month per distributor (``MDS Administration Fee''), and the fee
charged to professional subscribers to $375 per month per subscriber
(``MDS Subscriber Fee''). This proposed rule change will not affect the
pricing for non-professional subscribers.
The Exchange also proposes to increase the administration fee
charged to distributors for processing Nasdaq Depth data sourced from a
Nasdaq hardware-based delivery option. This option uses field-
programmable gate array (``FPGA'') technology, and serves those
customers requiring a predictable latency profile throughout the
trading day. By taking advantage of hardware parallelism, FPGA
technology is capable of processing more data packets during peak
market conditions without the introduction of variable queuing latency.
Specifically, the Exchange proposes to increase the tiered fee charged
to distributors, which is based on the number of subscribers, to $5,000
per month for the first subscriber, and then $750 per month for each
additional subscriber (``FPGA Distributor Fee'').
MDS is a data delivery option available to distributors of Nasdaq
Depth data information. Under the MDS fee structure, distributors may
provide data feeds, Application Programming Interfaces (APIs) or
similar automated delivery solutions to client organizations with only
limited entitlement controls. Through this program, NASDAQ offers a
much simpler administration process for MDS distributors and
subscribers, reducing the burden and cost of administration.
Subscribers of MDS may use the information for internal purposes
only and may not distribute the information outside of their
organization. MDS presents opportunities for small and mid-size firms
to achieve significant cost savings over the cost of data feeds.
While both the MDS Administration Fee and MDS Subscriber Fee have
not changed since their introduction in 2010, NASDAQ is changing these
fees now to remain consistent with the revised direct access non-
display fee to maintain price uniformity between these two methods of
accessing non-display depth information.\3\ Similarly, the Exchange has
not increased the FPGA Distributor Fee since its introduction in 2012.
Nevertheless, both distributors and subscribers reap the benefits of
NASDAQ's constant focus on the performance and enhancements to these
offerings. As such, NASDAQ recently completed a technology refresh to
ensure that its data feeds continue to achieve a high level of
performance and resiliency. The Exchange has also upgraded and
refreshed its disaster recovery capabilities, adding to the increased
focus on redundancy and resiliency.
---------------------------------------------------------------------------
\3\ See SR-NASDAQ-2015-157 (filed December 18, 2015).
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\4\ in general, and with
Sections 6(b)(4) and 6(b)(5) of the Act,\5\ in particular, in that it
provides an equitable allocation of reasonable fees among Subscribers
and recipients of NASDAQ data and is not designed to permit unfair
discrimination between them. NASDAQ's proposal to increase the MDS
Administration Fee, MDS Subscriber Fee and FPGA Distributor Fee is also
consistent with the Act in that it reflects an equitable allocation of
reasonable fees. The Commission has long recognized the fair and
equitable and not unreasonably discriminatory nature of assessing
different fees for distributors and professional and non-professional
users of the same data. NASDAQ also believes it is equitable to assess
a higher fee per professional user than to an ordinary non-professional
user due to the enhanced flexibility, lower overall costs and value
that it offers distributors.
---------------------------------------------------------------------------
\4\ 15 U.S.C. 78f.
\5\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
In adopting Regulation NMS, the Commission granted self-regulatory
organizations and broker-dealers increased authority and flexibility to
offer new and unique market data to the public.
The Commission concluded that Regulation NMS--by deregulating the
market in proprietary data--would itself further the Act's goals of
facilitating efficiency and competition:
[E]fficiency is promoted when broker-dealers who do not need the
data beyond the prices, sizes, market center identifications of the
NBBO and consolidated last sale information are not required to
receive (and pay for) such data. The Commission also believes that
efficiency is promoted when broker-dealers may choose to receive
(and pay for) additional market data based on their own internal
analysis of the need for such data.\6\
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 51808 (June 9,
2005), 70 FR 37496 (June 29, 2005).
[[Page 546]]
---------------------------------------------------------------------------
By removing ``unnecessary regulatory restrictions'' on the ability of
exchanges to sell their own data, Regulation NMS advanced the goals of
the Act and the principles reflected in its legislative history. If the
free market should determine whether proprietary data is sold to
broker-dealers at all, it follows that the price at which such data is
sold should be set by the market as well. Level 2, NASDAQ TotalView and
NASDAQ OpenView are precisely the sort of market data products that the
Commission envisioned when it adopted Regulation NMS.
The decision of the United States Court of Appeals for the District
of Columbia Circuit in NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir.
2010) (``NetCoalition I''), upheld the Commission's reliance upon
competitive markets to set reasonable and equitably allocated fees for
market data. ``In fact, the legislative history indicates that the
Congress intended that the market system `evolve through the interplay
of competitive forces as unnecessary regulatory restrictions are
removed' and that the SEC wield its regulatory power `in those
situations where competition may not be sufficient,' such as in the
creation of a `consolidated transactional reporting system.'
NetCoalition I, at 535 (quoting H.R. Rep. No. 94-229, at 92 (1975), as
reprinted in 1975 U.S.C.C.A.N. 321, 323). The court agreed with the
Commission's conclusion that ``Congress intended that `competitive
forces should dictate the services and practices that constitute the
U.S. national market system for trading equity securities.' '' \7\
---------------------------------------------------------------------------
\7\ NetCoalition I, at 535.
---------------------------------------------------------------------------
The Court in NetCoalition I, while upholding the Commission's
conclusion that competitive forces may be relied upon to establish the
fairness of prices, nevertheless concluded that the record in that case
did not adequately support the Commission's conclusions as to the
competitive nature of the market for NYSE Arca's data product at issue
in that case. As explained below in NASDAQ's Statement on Burden on
Competition, however, NASDAQ believes that there is substantial
evidence of competition in the marketplace for data that was not in the
record in the NetCoalition I case, and that the Commission is entitled
to rely upon such evidence in concluding fees are the product of
competition, and therefore in accordance with the relevant statutory
standards.\8\ Accordingly, any findings of the court with respect to
that product may not be relevant to the product at issue in this
filing.
---------------------------------------------------------------------------
\8\ It should also be noted that Section 916 of the Dodd-Frank
Wall Street Reform and Consumer Protection Act of 2010 (``Dodd-Frank
Act'') has amended paragraph (A) of Section 19(b)(3) of the Act, 15
U.S.C. 78s(b)(3), to make it clear that all exchange fees, including
fees for market data, may be filed by exchanges on an immediately
effective basis. See also NetCoalition v. SEC, 715 F.3d 342 (D.C.
Cir. 2013) (``NetCoalition II'') (finding no jurisdiction to review
Commission's non-suspension of immediately effective fee changes).
---------------------------------------------------------------------------
NASDAQ believes that the allocation of the proposed fee is fair and
equitable in accordance with Section 6(b)(4) of the Act, and not
unreasonably discriminatory in accordance with Section 6(b)(5) of the
Act. As described above, the proposed fee is based on pricing
conventions and distinctions that exist in NASDAQ's current fee
schedule. These distinctions are each based on principles of fairness
and equity that have helped for many years to maintain fair, equitable,
and not unreasonably discriminatory fees, and that apply with equal or
greater force to the current proposal.
As described in greater detail below, if NASDAQ has calculated
improperly and the market deems the proposed fees to be unfair,
inequitable, or unreasonably discriminatory, firms can discontinue the
use of their data because the proposed product is entirely optional to
all parties. Firms are not required to purchase data and NASDAQ is not
required to make data available or to offer specific pricing
alternatives for potential purchases. NASDAQ can discontinue offering a
pricing alternative (as it has in the past) and firms can discontinue
their use at any time and for any reason (as they often do), including
due to their assessment of the reasonableness of fees charged. NASDAQ
continues to establish and revise pricing policies aimed at increasing
fairness and equitable allocation of fees among Subscribers.
NASDAQ believes that periodically it must adjust the Subscriber
fees to reflect market forces. NASDAQ believes it is an appropriate
time to adjust this fee to more accurately reflect the investments made
to enhance this product through capacity upgrades. This also reflects
that the market for this information is highly competitive and
continually evolves as products develop and change.
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.
Notwithstanding its determination that the Commission may rely upon
competition to establish fair and equitably allocated fees for market
data, the NetCoalition court found that the Commission had not, in that
case, compiled a record that adequately supported its conclusion that
the market for the data at issue in the case was competitive. NASDAQ
believes that a record may readily be established to demonstrate the
competitive nature of the market in question.
There is intense competition between trading platforms that provide
transaction execution and routing services and proprietary data
products. Transaction execution and proprietary data products are
complementary in that market data is both an input and a byproduct of
the execution service. In fact, market data and trade execution are a
paradigmatic example of joint products with joint costs. Data products
are valuable to many end Subscribers only insofar as they provide
information that end Subscribers expect will assist them or their
customers in making trading decisions.
The costs of producing market data include not only the costs of
the data distribution infrastructure, but also the costs of designing,
maintaining, and operating the exchange's transaction execution
platform and the cost of regulating the exchange to ensure its fair
operation and maintain investor confidence. The total return that a
trading platform earns reflects the revenues it receives from both
products and the joint costs it incurs. Moreover, an exchange's
customers view the costs of transaction executions and of data as a
unified cost of doing business with the exchange. A broker-dealer
(``BD'') will direct orders to a particular exchange only if the
expected revenues from executing trades on the exchange exceed net
transaction execution costs and the cost of data that the BD chooses to
buy to support its trading decisions (or those of its customers). The
choice of data products is, in turn, a product of the value of the
products in making profitable trading decisions. If the cost of the
product exceeds its expected value, the BD will choose not to buy it.
Moreover, as a BD chooses to direct fewer orders to a particular
exchange, the value of the product to that BD decreases, for two
reasons. First, the product will contain less information, because
executions of the BD's orders will not be reflected in it. Second, and
perhaps more important, the product will be less valuable to that BD
because it does not provide information about the venue to which it is
directing its orders. Data from the competing venue
[[Page 547]]
to which the BD is directing orders will become correspondingly more
valuable.
Thus, an increase in the fees charged for either transactions or
data has the potential to impair revenues from both products. ``No one
disputes that competition for order flow is `fierce'.'' NetCoalition at
24. However, the existence of fierce competition for order flow implies
a high degree of price sensitivity on the part of BDs with order flow,
since they may readily reduce costs by directing orders toward the
lowest-cost trading venues. A BD that shifted its order flow from one
platform to another in response to order execution price differentials
would both reduce the value of that platform's market data and reduce
its own need to consume data from the disfavored platform. Similarly,
if a platform increases its market data fees, the change will affect
the overall cost of doing business with the platform, and affected BDs
will assess whether they can lower their trading costs by directing
orders elsewhere and thereby lessening the need for the more expensive
data.
Analyzing the cost of market data distribution in isolation from
the cost of all of the inputs supporting the creation of market data
will inevitably underestimate the cost of the data. Thus, because it is
impossible to create data without a fast, technologically robust, and
well-regulated execution system, system costs and regulatory costs
affect the price of market data. It would be equally misleading,
however, to attribute all of the exchange's costs to the market data
portion of an exchange's joint product. Rather, all of the exchange's
costs are incurred for the unified purposes of attracting order flow,
executing and/or routing orders, and generating and selling data about
market activity. The total return that an exchange earns reflects the
revenues it receives from the joint products and the total costs of the
joint products.
Competition among trading platforms can be expected to constrain
the aggregate return each platform earns from the sale of its joint
products, but different platforms may choose from a range of possible,
and equally reasonable, pricing strategies as the means of recovering
total costs. NASDAQ pays rebates to attract orders, charges relatively
low prices for market information and charges relatively high prices
for accessing posted liquidity. Other platforms may choose a strategy
of paying lower liquidity rebates to attract orders, setting relatively
low prices for accessing posted liquidity, and setting relatively high
prices for market information. Still others may provide most data free
of charge and rely exclusively on transaction fees to recover their
costs. Finally, some platforms may incentivize use by providing
opportunities for equity ownership, which may allow them to charge
lower direct fees for executions and data.
In this environment, there is no economic basis for regulating
maximum prices for one of the joint products in an industry in which
suppliers face competitive constraints with regard to the joint
offering. Such regulation is unnecessary because an ``excessive'' price
for one of the joint products will ultimately have to be reflected in
lower prices for other products sold by the firm, or otherwise the firm
will experience a loss in the volume of its sales that will be adverse
to its overall profitability. In other words, an increase in the price
of data will ultimately have to be accompanied by a decrease in the
cost of executions, or the volume of both data and executions will
fall.
The level of competition and contestability in the market is
evident in the numerous alternative venues that compete for order flow,
including eleven SRO markets, as well as internalizing BDs and various
forms of alternative trading systems (``ATSs''), including dark pools
and electronic communication networks (``ECNs''). Each SRO market
competes to produce transaction reports via trade executions, and two
FINRA-regulated TRFs compete to attract internalized transaction
reports. It is common for BDs to further and exploit this competition
by sending their order flow and transaction reports to multiple
markets, rather than providing them all to a single market. Competitive
markets for order flow, executions, and transaction reports provide
pricing discipline for the inputs of proprietary data products.
The large number of SROs, TRFs, BDs, and ATSs that currently
produce proprietary data or are currently capable of producing it
provides further pricing discipline for proprietary data products. Each
SRO, TRF, ATS, and BD is currently permitted to produce proprietary
data products, and many currently do or have announced plans to do so,
including NASDAQ, NYSE, NYSE MKT, NYSE Arca, and BATS/Direct Edge.
Any ATS or BD can combine with any other ATS, BD, or multiple ATSs
or BDs to produce joint proprietary data products. Additionally, order
routers and market data vendors can facilitate single or multiple BDs'
production of proprietary data products. The potential sources of
proprietary products are virtually limitless. Notably, the potential
sources of data include the BDs that submit trade reports to TRFs and
that have the ability to consolidate and distribute their data without
the involvement of FINRA or an exchange-operated TRF.
The fact that proprietary data from ATSs, BDs, and vendors can by-
pass SROs is significant in two respects. First, non-SROs can compete
directly with SROs for the production and sale of proprietary data
products, as BATS and NYSE Arca did before registering as exchanges by
publishing proprietary book data on the internet. Second, because a
single order or transaction report can appear in a core data product,
an SRO proprietary product, and/or a non-SRO proprietary product, the
data available in proprietary products is exponentially greater than
the actual number of orders and transaction reports that exist in the
marketplace.
In addition to the competition and price discipline described
above, the market for proprietary data products is also highly
contestable because market entry is rapid, inexpensive, and profitable.
The history of electronic trading is replete with examples of entrants
that swiftly grew into some of the largest electronic trading platforms
and proprietary data producers: Archipelago, Bloomberg Tradebook,
Island, RediBook, Attain, TracECN, BATS Trading and BATS/Direct Edge. A
proliferation of dark pools and other ATSs operate profitably with
fragmentary shares of consolidated market volume.
Regulation NMS, by deregulating the market for proprietary data,
has increased the contestability of that market. While BDs have
previously published their proprietary data individually, Regulation
NMS encourages market data vendors and BDs to produce proprietary
products cooperatively in a manner never before possible. Multiple
market data vendors already have the capability to aggregate data and
disseminate it on a profitable scale, including Bloomberg and Thomson
Reuters. In Europe, Cinnober aggregates and disseminates data from over
40 brokers and multilateral trading facilities.\9\
---------------------------------------------------------------------------
\9\ See https://www.cinnober.com/boat-trade-reporting.
---------------------------------------------------------------------------
In this environment, a super-competitive increase in the fees
charged for either transactions or data has the potential to impair
revenues from both products. ``No one disputes that competition for
order flow is `fierce'.'' NetCoalition I at 539. The existence of
fierce competition for order flow implies a high degree of price
sensitivity
[[Page 548]]
on the part of BDs with order flow, since they may readily reduce costs
by directing orders toward the lowest-cost trading venues. A BD that
shifted its order flow from one platform to another in response to
order execution price differentials would both reduce the value of that
platform's market data and reduce its own need to consume data from the
disfavored platform. If a platform increases its market data fees, the
change will affect the overall cost of doing business with the
platform, and affected BDs will assess whether they can lower their
trading costs by directing orders elsewhere and thereby lessening the
need for the more expensive data.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\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.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78s(b)(3)(a)(ii).
---------------------------------------------------------------------------
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change, as amended, 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-2015-158 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASDAQ-2015-158. 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-2015-158, and should be submitted on or before
January 27, 2016.
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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\
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015-33208 Filed 1-5-16; 8:45 am]
BILLING CODE 8011-01-P