Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the Market Quality Incentive Programs Under Rule 7014, 14502-14506 [2016-05978]
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14502
Federal Register / Vol. 81, No. 52 / Thursday, March 17, 2016 / Notices
A proposed rule change filed
pursuant to Rule 19b–4(f)(6) under the
Act 12 normally does not become
operative for 30 days after the date of its
filing. However, Rule 19b–4(f)(6)(iii) 13
permits the Commission to designate a
shorter time if such action is consistent
with the protection of investors and the
public interest. The Exchange has asked
the Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange stated that it
intends to begin migrating symbols to
the Pillar platform within thirty days
from the date of this filing. According to
the Exchange, waiver of the operative
delay will allow Market Makers
registered on the Exchange to enter Q
Orders designated for the Early and Late
Trading Sessions on the Pillar platform,
which the Exchange believes will
facilitate the price discovery process on
the Exchange. The Commission believes
the waiver of the operative delay is
consistent with the protection of
investors and the public interest.
Therefore, the Commission hereby
waives the operative delay and
designates the proposal operative upon
filing.14
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
change 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:
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Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
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Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2016–43. 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–
NYSEArca–2016–43, and should be
submitted on or before April 7, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Lynn M. Powalski,
Deputy Secretary.
[FR Doc. 2016–05973 Filed 3–16–16; 8:45 am]
BILLING CODE 8011–01–P
of filing of the proposed rule change, or such
shorter time as designated by the Commission.
12 17 CFR 240.19b–4(f)(6).
13 17 CFR 240.19b–4(f)(6)(iii).
14 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEArca–2016–43 on the subject line.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77354; File No. SR–
NASDAQ–2016–032]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend the
Market Quality Incentive Programs
Under Rule 7014
March 11, 2016.
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 March 1,
2016, 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 and
II, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to: (i) Change
the qualification requirements of, and
add an additional rebate to, the
Qualified Market Maker Program; (ii)
modify the maximum fee assessed for
participation in the Exchange Opening
and Closing Crosses, and extend the
program to include participation in the
Exchange Halt Cross, under the Lead
Market Maker Program; and (iii) modify
the requirements and rebates provided
under the NBBO Program.
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 and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
1 15
15 17
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2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
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1. Purpose
The purpose of the proposed rule
change is to amend the Market Quality
Incentive Programs under Rule 7014 to:
(i) Change the qualification
requirements of, and add an additional
rebate to, the Qualified Market Maker
Program; (ii) modify the maximum fee
assessed for participation in the
Exchange Opening and Closing Crosses,
and extend the program to include
participation in the Exchange Halt
Cross, under the Lead Market Maker
Program; and (iii) modify the
requirements and rebates provided
under the NBBO Program.
Qualified Market Maker Program
Changes
The Exchange is proposing three
changes to the Qualified Market Maker
(‘‘QMM’’) Program: (1) Eliminate the
requirement that only a Primary Nasdaq
Market Center MPID (a ‘‘QMM MPID’’
for purposes of the QMM Program) 3
may be used to qualify as a QMM under
Rule 7014(d); (2) eliminate the
restriction that the per share executed
rebates and fees provided by the
program are limited to a QMM MPID
under Rule 7014(e); and (3) offer new
rebates under Rule 7014(e) of the
program, which will be offered in Tape
C securities.4
The QMM Program provides
incentives to Exchange market makers
to make a significant contribution to
market quality by providing liquidity at
the NBBO in a large number of stocks
for a significant portion of the day.
Under Rule 7014(d), members must
meet certain criteria to qualify as a
QMM, such as not imposing burdens on
the Exchange and its market
participants that may be associated with
excessive rates of entry of orders away
from the inside and/or order
cancellation.5
Under Rule 7014(e), the Exchange
provides a rebate per share executed
with respect to all other displayed
Orders (other than Designated Retail
Orders as defined in Rule 7018) in
securities priced at $1 or more per share
that provide liquidity and that are
entered through a QMM MPID and were
for securities listed on NYSE (‘‘Tape A
3 See
Rule 7014(d).
C securities are those that are listed on the
Exchange, Tape A securities are those that are listed
on NYSE, and Tape B securities are those that are
listed on exchanges other than Nasdaq or NYSE.
5 See Rule 7014(d)(1)–(3) for the QMM
qualification requirements.
4 Tape
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QMM Incentive’’) or securities listed on
exchanges other than the Exchange and
NYSE (‘‘Tape B QMM Incentive’’) (both
incentives are collectively described as
the ‘‘QMM Incentives’’).
The QMM Incentives have two tiers,
Tier 1 and Tier 2, with Tier 2 having
higher requirements and rebates than
Tier 1. The requirements and rebates of
the Tiers under both QMM Incentives
are identical. To qualify under Tier 1, a
QMM must execute shares of liquidity
provided in all securities through one or
more of its Nasdaq Market Center MPIDs
that represent above 0.70% up to, and
including, 0.90% of Consolidated
Volume 6 during the month. If a QMM
qualifies under Tier 1, it will receive a
$0.0001 per share executed rebate in
Tape A and Tape B securities, as
described above. To qualify under Tier
2, a QMM must execute shares of
liquidity provided in all securities
through one or more of its Nasdaq
Market Center MPIDs that represent
above 0.90% of Consolidated Volume
during the month. If a QMM qualifies
under Tier 2, it will receive a $0.0002
per share executed rebate in Tape A and
Tape B securities, as described above.
Under Rule 7014(d) [sic], the
Exchange also charges a fee of $0.0030
per share executed for orders in
Exchange-listed securities, and a fee of
$0.00295 per share executed for orders
in securities listed on exchanges other
than the Exchange, priced at $1 or more
per share that access liquidity on the
Exchange and that are entered through
a QMM MPID. To qualify for these fees,
the QMM’s volume of liquidity added
through one or more of its MPIDs during
the month (as a percentage Consolidated
Volume) must not be less than 0.80%.
First, the Exchange is proposing to
eliminate the requirement that only a
Primary Nasdaq Market Center MPID
may be used to qualify as a QMM under
Rule 7014(d). By eliminating the
requirement that a member may qualify
only with its Primary Nasdaq Market
Center MPID and allowing any MPID
that the member may possesses to
qualify under the QMM Program, the
Exchange is significantly broadening
potential eligibility for the program
among members.
6 Consolidated Volume is the total consolidated
volume reported to all consolidated transaction
reporting plans by all exchanges and trade reporting
facilities during a month in equity securities,
excluding executed orders with a size of less than
one round lot. For purposes of calculating
Consolidated Volume and the extent of a member’s
trading activity, expressed as a percentage of or
ratio to Consolidated Volume, the date of the
annual reconstitution of the Russell Investments
Indexes shall be excluded from both total
Consolidated Volume and the member’s trading
activity. See Rule 7018.
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Second, the Exchange is proposing to
eliminate the requirement that the
rebates and fees applied to a member
under the program apply only to orders
sent through a QMM MPID. Currently,
the Exchange limits the rebates and fees
provided by the program to orders
entered through a QMM MPID. As noted
above, a QMM MPID is defined as a
qualifying QMM’s Primary Nasdaq
Market Center MPID. By allowing all
MPIDs to receive the rebates and fees of
the QMM Program that a QMM qualifies
for, the Exchange is increasing the
incentive to members to provide
Consolidated Volume sufficient to
qualify under the tiers of the program.
Third, the Exchange is proposing to
make Tape C securities eligible for
rebates under the QMM Program. The
Exchange is creating a new ‘‘Tape C
QMM Incentive,’’ which will have a
Tier 1 and Tier 2 that are identical to
those of the Tape A and Tape B QMM
Incentives, as described above. The
Tape C QMM Incentive, like the other
incentives under the QMM Program, is
designed to reward QMMs, in the form
of a rebate, for providing significant
levels of Consolidated Volume.
Extending such rewards, to a qualifying
QMM’s Tape C displayed orders (other
than a Designated Retail Order, as
defined in Rule 7018) in securities
priced at $1 or more per share that
provide liquidity may lead to greater
participation in the program and, in
turn, improve market quality for all
market participants.
Lead Market Maker Program Changes
The Exchange is proposing to amend
Rule 7014(f)(4): (1) To expand
applicability under the Lead Market
Maker Program (‘‘LMM Program’’) of a
maximum fee on participation in the
Exchange Opening Cross 7 and Closing
Cross 8 to include participation in a Halt
Cross,9 and (2) to lower the maximum
fee assessed for participation those [sic]
Crosses.
The LMM Program is designed to
provide incentive to market makers to
make markets in certain exchangetraded products (‘‘ETPs’’). To achieve
this, the Exchange provides credits and
reduced fees to a designated LMM for
execution of a Qualified Security. Under
Rule 7014(f)(1), a security may be
designated as a ‘‘Qualified Security’’ if:
(A) it is an ETP listed on the Exchange
pursuant to Exchange Rules 5705, 5710,
5720, 5735, or 5745; and (B) it has at
least one LMM.
7 See
Rule 4752.
Rule 4753.
9 See Rule 4754.
8 See
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Federal Register / Vol. 81, No. 52 / Thursday, March 17, 2016 / Notices
An LMM is a registered Exchange
market maker for a Qualified Security
that has committed to maintain
minimum performance standards,
which are based on certain percentages
of time that the LMM is quoting at the
national best bid and offer (‘‘NBBO’’).
Currently, the Exchange has three
performance criteria tiers based on the
time that an LMM is quoting at the
NBBO: (1) Above 15% to 20%; (2) above
20% to 50%; and (3) above 50%. For
each tier, the Exchange provides rebates
for displayed liquidity and a maximum
fee for participation in the Opening and
Closing Crosses.
First, the Exchange is proposing to
include activity in the Exchange Halt
Cross in the maximum fee provided by
the program. Currently, the Exchange
provides a maximum fee for
participation in the Exchange’s Opening
and Closing Crosses. Under Rule 7018,
a Participant,10 including an LMM, is
assessed a per share executed charge of
$0.0015 to $0.0008 for participation in
the Opening and Closing Crosses.11
Under the LMM Program, the Exchange
provides a maximum fee an LMM will
pay for participation in the Opening and
Closing Crosses of $0.0010 per executed
share if the LMM is at the NBBO above
15% to 20% of the time.12 If a LMM is
at the NBBO in excess of 20% of the
time, it is not assessed any per executed
share fee for participation in the
Opening and Closing Crosses.
The Exchange is proposing to extend
the fee limits under the this [sic] tier to
include participation in the Halt Cross,
which currently has a fee of $0.0010 per
executed share.13
Second, the Exchange is proposing to
reduce the maximum fee provided for
participation in the Crosses under Rule
7014(f)(4) if the LMM is at the NBBO
above 15% to 20% of the time from
$0.0010 per executed share to $0.0005
per executed share.
NBBO Program Changes
The Exchange is proposing to make
three changes to the NBBO Program: (1)
Eliminate the $0.0002 per share
executed rebate tier provided under the
program; (2) decrease the $0.0004 per
share executed rebate tier and modify
10 As
defined by Rule 4701(c).
Rule 7018(d) and (e).
12 An LMM will be assessed the charge under
Rules 7018(d) or (e) if it is lower than the maximum
charge it qualifies for under Rule 7014(f)(4). For
example, if an LMM was eligible to receive a
maximum charge of $0.0010 per share executed
under the first tier of Rule 7014(f)(4), but also
qualified for a charge of $0.0008 per share executed
in the closing cross under Tier A of Rule 7018(d)(2),
the LMM would receive the lower charge under
Rule 7018(d)(2).
13 See Rule 7018(f).
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11 See
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the criteria required to receive it; (3)
modify the criteria of the $0.0001 per
share executed rebate tier and increase
the rebate to $0.0002 per share
executed.
The NBBO program provides
incentive to members to improve the
quality of the market by rewarding
members that provide significant
market-improving order flow with a
rebate.
The Exchange provides a $0.0004 per
share executed rebate in securities listed
on NYSE and a $0.0002 per share
executed rebate in securities listed on
exchanges other than the Exchange or
NYSE, which are available to any
member that provides shares of liquidity
in all securities through one or more of
its Nasdaq Market Center MPIDs that
represent 0.50% or more of
Consolidated Volume during the month;
or (2) add NOM Market Maker liquidity,
as defined in Chapter XV, Section 2 of
the Nasdaq Options Market rules, in
Penny Pilot Options and/or Non-Penny
Pilot Options above 0.90% of total
industry customer equity and ETF
option ADV contracts per day in a
month.
The Exchange also provides members
that qualify for the NBBO Program a
$0.0001 per share executed rebate 14
with respect to all other displayed
orders (other than Designated Retail
Orders, as defined in Rule 7018) in
securities priced at $1 or more per share
that provide liquidity if the member
qualifies for the $0.0004 or $0.0002 per
share executed rebate tiers, and has a
ratio of at least 25% NBBO liquidity
provided 15 to liquidity provided during
the month.
First, the Exchange is proposing to no
longer offer the $0.0002 per share
executed rebate provided under the rule
in Tape C securities. Second, the
Exchange is proposing to reduce the
remaining $0.0004 per share executed
credit provided in Tape A and B
securities to $0.0002 per share executed,
delete the NOM Market Maker liquiditybased eligibility criteria requirement
under the rebate tier, and modify the
remaining Consolidated Volume-based
criteria by increasing the level of
Consolidated Volume provided during
the month from 0.5% to 1.0%.
Third, the Exchange is proposing to
modify the level of rebate provided and
14 The rebate is provided in addition to any rebate
or credit payable under Rule 7018(a) and the
Investor Support, QMM, and NBBO Programs under
Rule 7014.
15 NBBO liquidity provided means liquidity
provided from orders (other than Designated Retail
Orders, as defined in Rule 7018) that establish the
NBBO, and displayed a quantity of at least one
round lot at the time of execution.
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the qualification criteria of the $0.0001
per share executed rebate the Exchange
provides to members that qualify for the
NBBO Program, and have a ratio of at
least 25% NBBO liquidity provided to
liquidity provided during the month.
The Exchange is also proposing to
require that a member execute shares of
liquidity provided in all securities
through one or more of its Nasdaq
Market Center MPIDs that represents
0.5% or more of Consolidated Volume
during the month.
The Exchange notes that it has
incorporated one of the qualifying
criteria required to receive the $0.0004
and $0.0002 per share executed rebates,
into this rebate tier. The Exchange is
also proposing to increase the rebate
from $0.0001 per share executed to
$0.0002 per share executed
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,16 in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5)
of the Act,17 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 the Exchange operates or
controls, and is not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
Qualified Market Maker Program
Changes
The Exchange believes that the
proposed changes to the QMM Program
are reasonable because they increase the
incentives provided by the program.
Eliminating the restriction that only
Primary MPIDs be used to qualify for
the program will provide greater
opportunity to members to qualify and
participate in the program.
Likewise, eliminating the restriction
that the per share executed rebates
provided by the program are limited to
liquidity provided through a QMM
MPID is reasonable because it will
expand the number of MPIDs that
receive the rebate. In turn, it will
provide greater opportunity for
improvements to market quality.
Making Tape C securities eligible for
rebates under the QMM Program is
reasonable because it is reflective of the
Exchange’s desire to improve market
quality on the Exchange generally
through use of rebates. In this case, the
Exchange is proposing to extend the
rebates it provides under the program to
include the securities of all three Tapes.
16 15
17 15
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U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
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As noted above, the QMM Program
provides incentives to a member to
make a significant contribution to
market quality by providing liquidity at
the NBBO in a large number of stocks
for a significant portion of the day. The
Exchange believes that expanding the
program to include Tape C securities
will make the program more attractive
to members and promote its goal of
improving market quality.
The Exchange also believes that
eliminating the restriction that only
Primary MPIDs be used to qualify for
the program is an equitable allocation
and is not unfairly discriminatory
because it will allow more members the
opportunity to qualify for the program.
Furthermore, eliminating the restriction
that the rebates provided by the QMM
Program only apply to qualifying orders
entered through a QMM MPID is an
equitable allocation and is not unfairly
discriminatory because it will apply to
all members that qualify as QMMs
under the program.
In addition, including Tape C
securities as eligible for rebates under
the QMM Program is an equitable
allocation and is not unfairly
discriminatory because the Exchange
will apply the same fee to all similarly
situated members. In this regard, the
proposed change to the rule is an
equitable allocation and is not unfairly
discriminatory because the rebates are
provided uniformly to all QMMs that
qualify for the rebates and all QMMs
have an equal opportunity to earn the
discounted fee for accessing liquidity.
Moreover, the Exchange believes that
providing qualifying QMMs rebates in
Tape C securities is equitable and not
unfairly discriminatory because, in
return for the rebates, QMMs are
providing a significant contribution to
market quality by providing displayed
liquidity, to the benefit of all market
participants.
Lead Market Maker Program Changes
The Exchange believes that the
proposed changes to the LMM Program
are reasonable because it is reflective of
the Exchange’s desire to improve market
quality through the use of reduced fees.
As noted above, the LMM Program is
designed to provide incentive to LMMs
to make markets in certain ETPs.
The Exchange is proposing to provide
further incentive to LMMs to quote at
the NBBO a significant percentage of the
time by extending the maximum fee for
participation in the Opening and
Closing Crosses to now include the Halt
Cross.
Similarly, the Exchange is providing
further incentive to LMMs to provide
liquidity at the NBBO by decreasing the
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maximum fee the LMM will be assessed
for participation in the Crosses under
the lowest tier. Thus, the proposed
changes are reflective of the Exchange’s
efforts to incentivize market participants
to improve market quality.
The Exchange believes that the
proposed changes to the LMM Program
are an equitable allocation and are not
unfairly discriminatory because the
Exchange will apply the same fee to all
similarly situated members.
Specifically, the Exchange will provide
the same maximum fee for participation
in all of the Crosses, to the extent the
LMM qualifies under one of the tiers.
Last, the Exchange believes that
providing LMMs a maximum fee in the
Opening, Closing, and Halt Crosses is
equitable and not unfairly
discriminatory because, in return for the
reduced fees, LMMs are providing
beneficial displayed liquidity to the
benefit of all market participants.
NBBO Program Changes
The Exchange believes that proposed
changes to the NBBO Program are
reasonable because they more narrowly
focus the program, which the Exchange
believes may increase participation in
the program. As noted above, the NBBO
program provides incentives to
members to improve the quality of the
market by rewarding members that
provide significant market-improving
order flow with a rebate.
Currently, to qualify for $0.0004 and
$0.0002 per share executed NBBO
rebates, members must execute shares in
of [sic] liquidity through one or more of
its MPIDs that represents 0.5% or more
of Consolidated Volume during the
month, or add NOM Market Maker
liquidity in Penny Pilot Options and/or
Non-Penny Pilot Options above 0.90%
of total industry customer equity and
ETF option ADV contracts per day in a
month.
The Exchange believes it is reasonable
to eliminate the Tape C rebate, decrease
the $0.0004 per share executed rebate
provided in Tape A and B securities to
$0.0002 per share executed, and modify
the qualification criteria because doing
so will allow the Exchange to increase
the other rebates under the program,
which will better align the program with
improving the NBBO.
The Exchange also believes that
eliminating the NOM Market Maker
liquidity-based eligibility criteria under
the rule and modifying the remaining
Consolidated Volume-based criteria by
increasing the level of Consolidated
Volume required to receive the rebate
from 0.5% to 1.0% is reasonable
because the Exchange is more narrowly
focusing the requirement on overall
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14505
participation in the markets in contrast
to liquidity provided only on NOM. The
NOM Market Maker liquidity-based
eligibility criteria have not been
effective at providing an incentive to
members to participate in the program.
The Exchange believes that it is
reasonable to include a requirement that
a member must execute shares in of [sic]
liquidity through one or more of its
MPIDs that represents 0.5% or more of
Consolidated Volume during the month
in order to receive the $0.0002 per share
executed rebate under the amended
NBBO Program for all other displayed
orders is reasonable because it is an
existing requirement to receive the
existing $0.0001 per share executed fee
under the program.
Thus, members qualifying under the
program must not only improve the
NBBO significantly, but also provide
improvement to the market overall by
contributing a significant level of
Consolidated Volume, which is
consistent with the current
requirements to receive the rebate under
the NBBO Program. The Exchange
believes that increasing the rebate from
$0.0001 to $0.0002 per share executed
will provide a greater incentive to
members to participate in the program.
The Exchange believes the proposed
changes to the NBBO Program are
equitable and not unfairly
discriminatory because the NBBO
Program rebates and their qualification
criteria will apply uniformly to all
similarly situated members. Members
that elect to provide the levels of
Consolidated Volume required by the
amended rule, and in the case of the
proposed $0.0002 per share executed
rebate establish the NBBO with a ratio
of at least 25%, will receive the
amended rebates.
Last, although elimination of the
NOM Market Maker based criteria may
impact members that are also market
makers on NOM, the revised
Consolidated Volume based criteria will
apply to all members, not only those
participating on NOM as market makers.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. In terms of
inter-market competition, the Exchange
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
E:\FR\FM\17MRN1.SGM
17MRN1
14506
Federal Register / Vol. 81, No. 52 / Thursday, March 17, 2016 / Notices
environment, the Exchange 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, the Exchange
believes that the degree to which fee
changes in this market may impose any
burden on competition is extremely
limited.
In this instance, the proposed changes
to the fees and rebates provided to
member firms under the market quality
incentive programs of Rule 7014 do not
impose a burden on competition
because the Exchange’s execution
services are completely voluntary and
subject to extensive competition both
from other exchanges and from offexchange venues.
Rather than placing a burden on
competition, the proposed fees and
rebates are reflective of the fierce
competition among market venues to
attract order flow, including displayed
liquidity, to the benefit of all market
participants. All of the proposed
changes to the incentive programs under
Rule 7014 are designed to improve their
effectiveness in achieving their stated
purposes. If any of the changes
proposed herein are unattractive to
market participants, it is likely that the
Exchange will lose market share as a
result.
Accordingly, the Exchange 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.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
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 and paragraph (f) of Rule
19b–4 thereunder. 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.
VerDate Sep<11>2014
17:03 Mar 16, 2016
Jkt 238001
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:
[FR Doc. 2016–05978 Filed 3–16–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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–2016–032 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–2016–032. 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–
NASDAQ–2016–032 and should be
submitted on or before April 7, 2016.
PO 00000
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Lynn M. Powalski,
Deputy Secretary.
[Release No. 34–77348; File No. SR–
NYSEMKT–2016–29]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending Sections 401
and 402 of the NYSE MKT Company
Guide To Harmonize the Exchange’s
Immediate Release and Trading Halt
Policies
March 11, 2016.
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 February
29, 2016, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) filed with
the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
in Items I and II below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Sections 401 and 402 of the NYSE MKT
Company Guide (the ‘‘Company Guide’’)
to harmonize the Exchange’s immediate
release and trading halt policies with
recent changes made to the comparable
policies of the New York Stock
Exchange (‘‘NYSE’’). The proposed rule
change is available on the Exchange’s
Web site at www.nyse.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
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
Frm 00097
Fmt 4703
Sfmt 4703
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17MRN1
Agencies
[Federal Register Volume 81, Number 52 (Thursday, March 17, 2016)]
[Notices]
[Pages 14502-14506]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-05978]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77354; File No. SR-NASDAQ-2016-032]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend the Market Quality Incentive Programs Under Rule 7014
March 11, 2016.
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 March 1, 2016, 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 and II, below, which Items have been prepared by the Exchange.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to: (i) Change the qualification requirements
of, and add an additional rebate to, the Qualified Market Maker
Program; (ii) modify the maximum fee assessed for participation in the
Exchange Opening and Closing Crosses, and extend the program to include
participation in the Exchange Halt Cross, under the Lead Market Maker
Program; and (iii) modify the requirements and rebates provided under
the NBBO Program.
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 and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
[[Page 14503]]
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 amend the Market
Quality Incentive Programs under Rule 7014 to: (i) Change the
qualification requirements of, and add an additional rebate to, the
Qualified Market Maker Program; (ii) modify the maximum fee assessed
for participation in the Exchange Opening and Closing Crosses, and
extend the program to include participation in the Exchange Halt Cross,
under the Lead Market Maker Program; and (iii) modify the requirements
and rebates provided under the NBBO Program.
Qualified Market Maker Program Changes
The Exchange is proposing three changes to the Qualified Market
Maker (``QMM'') Program: (1) Eliminate the requirement that only a
Primary Nasdaq Market Center MPID (a ``QMM MPID'' for purposes of the
QMM Program) \3\ may be used to qualify as a QMM under Rule 7014(d);
(2) eliminate the restriction that the per share executed rebates and
fees provided by the program are limited to a QMM MPID under Rule
7014(e); and (3) offer new rebates under Rule 7014(e) of the program,
which will be offered in Tape C securities.\4\
---------------------------------------------------------------------------
\3\ See Rule 7014(d).
\4\ Tape C securities are those that are listed on the Exchange,
Tape A securities are those that are listed on NYSE, and Tape B
securities are those that are listed on exchanges other than Nasdaq
or NYSE.
---------------------------------------------------------------------------
The QMM Program provides incentives to Exchange market makers to
make a significant contribution to market quality by providing
liquidity at the NBBO in a large number of stocks for a significant
portion of the day. Under Rule 7014(d), members must meet certain
criteria to qualify as a QMM, such as not imposing burdens on the
Exchange and its market participants that may be associated with
excessive rates of entry of orders away from the inside and/or order
cancellation.\5\
---------------------------------------------------------------------------
\5\ See Rule 7014(d)(1)-(3) for the QMM qualification
requirements.
---------------------------------------------------------------------------
Under Rule 7014(e), the Exchange provides a rebate per share
executed with respect to all other displayed Orders (other than
Designated Retail Orders as defined in Rule 7018) in securities priced
at $1 or more per share that provide liquidity and that are entered
through a QMM MPID and were for securities listed on NYSE (``Tape A QMM
Incentive'') or securities listed on exchanges other than the Exchange
and NYSE (``Tape B QMM Incentive'') (both incentives are collectively
described as the ``QMM Incentives'').
The QMM Incentives have two tiers, Tier 1 and Tier 2, with Tier 2
having higher requirements and rebates than Tier 1. The requirements
and rebates of the Tiers under both QMM Incentives are identical. To
qualify under Tier 1, a QMM must execute shares of liquidity provided
in all securities through one or more of its Nasdaq Market Center MPIDs
that represent above 0.70% up to, and including, 0.90% of Consolidated
Volume \6\ during the month. If a QMM qualifies under Tier 1, it will
receive a $0.0001 per share executed rebate in Tape A and Tape B
securities, as described above. To qualify under Tier 2, a QMM must
execute shares of liquidity provided in all securities through one or
more of its Nasdaq Market Center MPIDs that represent above 0.90% of
Consolidated Volume during the month. If a QMM qualifies under Tier 2,
it will receive a $0.0002 per share executed rebate in Tape A and Tape
B securities, as described above.
---------------------------------------------------------------------------
\6\ Consolidated Volume is the total consolidated volume
reported to all consolidated transaction reporting plans by all
exchanges and trade reporting facilities during a month in equity
securities, excluding executed orders with a size of less than one
round lot. For purposes of calculating Consolidated Volume and the
extent of a member's trading activity, expressed as a percentage of
or ratio to Consolidated Volume, the date of the annual
reconstitution of the Russell Investments Indexes shall be excluded
from both total Consolidated Volume and the member's trading
activity. See Rule 7018.
---------------------------------------------------------------------------
Under Rule 7014(d) [sic], the Exchange also charges a fee of
$0.0030 per share executed for orders in Exchange-listed securities,
and a fee of $0.00295 per share executed for orders in securities
listed on exchanges other than the Exchange, priced at $1 or more per
share that access liquidity on the Exchange and that are entered
through a QMM MPID. To qualify for these fees, the QMM's volume of
liquidity added through one or more of its MPIDs during the month (as a
percentage Consolidated Volume) must not be less than 0.80%.
First, the Exchange is proposing to eliminate the requirement that
only a Primary Nasdaq Market Center MPID may be used to qualify as a
QMM under Rule 7014(d). By eliminating the requirement that a member
may qualify only with its Primary Nasdaq Market Center MPID and
allowing any MPID that the member may possesses to qualify under the
QMM Program, the Exchange is significantly broadening potential
eligibility for the program among members.
Second, the Exchange is proposing to eliminate the requirement that
the rebates and fees applied to a member under the program apply only
to orders sent through a QMM MPID. Currently, the Exchange limits the
rebates and fees provided by the program to orders entered through a
QMM MPID. As noted above, a QMM MPID is defined as a qualifying QMM's
Primary Nasdaq Market Center MPID. By allowing all MPIDs to receive the
rebates and fees of the QMM Program that a QMM qualifies for, the
Exchange is increasing the incentive to members to provide Consolidated
Volume sufficient to qualify under the tiers of the program.
Third, the Exchange is proposing to make Tape C securities eligible
for rebates under the QMM Program. The Exchange is creating a new
``Tape C QMM Incentive,'' which will have a Tier 1 and Tier 2 that are
identical to those of the Tape A and Tape B QMM Incentives, as
described above. The Tape C QMM Incentive, like the other incentives
under the QMM Program, is designed to reward QMMs, in the form of a
rebate, for providing significant levels of Consolidated Volume.
Extending such rewards, to a qualifying QMM's Tape C displayed orders
(other than a Designated Retail Order, as defined in Rule 7018) in
securities priced at $1 or more per share that provide liquidity may
lead to greater participation in the program and, in turn, improve
market quality for all market participants.
Lead Market Maker Program Changes
The Exchange is proposing to amend Rule 7014(f)(4): (1) To expand
applicability under the Lead Market Maker Program (``LMM Program'') of
a maximum fee on participation in the Exchange Opening Cross \7\ and
Closing Cross \8\ to include participation in a Halt Cross,\9\ and (2)
to lower the maximum fee assessed for participation those [sic]
Crosses.
---------------------------------------------------------------------------
\7\ See Rule 4752.
\8\ See Rule 4753.
\9\ See Rule 4754.
---------------------------------------------------------------------------
The LMM Program is designed to provide incentive to market makers
to make markets in certain exchange-traded products (``ETPs''). To
achieve this, the Exchange provides credits and reduced fees to a
designated LMM for execution of a Qualified Security. Under Rule
7014(f)(1), a security may be designated as a ``Qualified Security''
if: (A) it is an ETP listed on the Exchange pursuant to Exchange Rules
5705, 5710, 5720, 5735, or 5745; and (B) it has at least one LMM.
[[Page 14504]]
An LMM is a registered Exchange market maker for a Qualified
Security that has committed to maintain minimum performance standards,
which are based on certain percentages of time that the LMM is quoting
at the national best bid and offer (``NBBO''). Currently, the Exchange
has three performance criteria tiers based on the time that an LMM is
quoting at the NBBO: (1) Above 15% to 20%; (2) above 20% to 50%; and
(3) above 50%. For each tier, the Exchange provides rebates for
displayed liquidity and a maximum fee for participation in the Opening
and Closing Crosses.
First, the Exchange is proposing to include activity in the
Exchange Halt Cross in the maximum fee provided by the program.
Currently, the Exchange provides a maximum fee for participation in the
Exchange's Opening and Closing Crosses. Under Rule 7018, a
Participant,\10\ including an LMM, is assessed a per share executed
charge of $0.0015 to $0.0008 for participation in the Opening and
Closing Crosses.\11\ Under the LMM Program, the Exchange provides a
maximum fee an LMM will pay for participation in the Opening and
Closing Crosses of $0.0010 per executed share if the LMM is at the NBBO
above 15% to 20% of the time.\12\ If a LMM is at the NBBO in excess of
20% of the time, it is not assessed any per executed share fee for
participation in the Opening and Closing Crosses.
---------------------------------------------------------------------------
\10\ As defined by Rule 4701(c).
\11\ See Rule 7018(d) and (e).
\12\ An LMM will be assessed the charge under Rules 7018(d) or
(e) if it is lower than the maximum charge it qualifies for under
Rule 7014(f)(4). For example, if an LMM was eligible to receive a
maximum charge of $0.0010 per share executed under the first tier of
Rule 7014(f)(4), but also qualified for a charge of $0.0008 per
share executed in the closing cross under Tier A of Rule 7018(d)(2),
the LMM would receive the lower charge under Rule 7018(d)(2).
---------------------------------------------------------------------------
The Exchange is proposing to extend the fee limits under the this
[sic] tier to include participation in the Halt Cross, which currently
has a fee of $0.0010 per executed share.\13\
---------------------------------------------------------------------------
\13\ See Rule 7018(f).
---------------------------------------------------------------------------
Second, the Exchange is proposing to reduce the maximum fee
provided for participation in the Crosses under Rule 7014(f)(4) if the
LMM is at the NBBO above 15% to 20% of the time from $0.0010 per
executed share to $0.0005 per executed share.
NBBO Program Changes
The Exchange is proposing to make three changes to the NBBO
Program: (1) Eliminate the $0.0002 per share executed rebate tier
provided under the program; (2) decrease the $0.0004 per share executed
rebate tier and modify the criteria required to receive it; (3) modify
the criteria of the $0.0001 per share executed rebate tier and increase
the rebate to $0.0002 per share executed.
The NBBO program provides incentive to members to improve the
quality of the market by rewarding members that provide significant
market-improving order flow with a rebate.
The Exchange provides a $0.0004 per share executed rebate in
securities listed on NYSE and a $0.0002 per share executed rebate in
securities listed on exchanges other than the Exchange or NYSE, which
are available to any member that provides shares of liquidity in all
securities through one or more of its Nasdaq Market Center MPIDs that
represent 0.50% or more of Consolidated Volume during the month; or (2)
add NOM Market Maker liquidity, as defined in Chapter XV, Section 2 of
the Nasdaq Options Market rules, in Penny Pilot Options and/or Non-
Penny Pilot Options above 0.90% of total industry customer equity and
ETF option ADV contracts per day in a month.
The Exchange also provides members that qualify for the NBBO
Program a $0.0001 per share executed rebate \14\ with respect to all
other displayed orders (other than Designated Retail Orders, as defined
in Rule 7018) in securities priced at $1 or more per share that provide
liquidity if the member qualifies for the $0.0004 or $0.0002 per share
executed rebate tiers, and has a ratio of at least 25% NBBO liquidity
provided \15\ to liquidity provided during the month.
---------------------------------------------------------------------------
\14\ The rebate is provided in addition to any rebate or credit
payable under Rule 7018(a) and the Investor Support, QMM, and NBBO
Programs under Rule 7014.
\15\ NBBO liquidity provided means liquidity provided from
orders (other than Designated Retail Orders, as defined in Rule
7018) that establish the NBBO, and displayed a quantity of at least
one round lot at the time of execution.
---------------------------------------------------------------------------
First, the Exchange is proposing to no longer offer the $0.0002 per
share executed rebate provided under the rule in Tape C securities.
Second, the Exchange is proposing to reduce the remaining $0.0004 per
share executed credit provided in Tape A and B securities to $0.0002
per share executed, delete the NOM Market Maker liquidity-based
eligibility criteria requirement under the rebate tier, and modify the
remaining Consolidated Volume-based criteria by increasing the level of
Consolidated Volume provided during the month from 0.5% to 1.0%.
Third, the Exchange is proposing to modify the level of rebate
provided and the qualification criteria of the $0.0001 per share
executed rebate the Exchange provides to members that qualify for the
NBBO Program, and have a ratio of at least 25% NBBO liquidity provided
to liquidity provided during the month. The Exchange is also proposing
to require that a member execute shares of liquidity provided in all
securities through one or more of its Nasdaq Market Center MPIDs that
represents 0.5% or more of Consolidated Volume during the month.
The Exchange notes that it has incorporated one of the qualifying
criteria required to receive the $0.0004 and $0.0002 per share executed
rebates, into this rebate tier. The Exchange is also proposing to
increase the rebate from $0.0001 per share executed to $0.0002 per
share executed
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\16\ in general, and furthers the objectives of
Sections 6(b)(4) and 6(b)(5) of the Act,\17\ 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 the Exchange operates or controls, and is not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
Qualified Market Maker Program Changes
The Exchange believes that the proposed changes to the QMM Program
are reasonable because they increase the incentives provided by the
program. Eliminating the restriction that only Primary MPIDs be used to
qualify for the program will provide greater opportunity to members to
qualify and participate in the program.
Likewise, eliminating the restriction that the per share executed
rebates provided by the program are limited to liquidity provided
through a QMM MPID is reasonable because it will expand the number of
MPIDs that receive the rebate. In turn, it will provide greater
opportunity for improvements to market quality. Making Tape C
securities eligible for rebates under the QMM Program is reasonable
because it is reflective of the Exchange's desire to improve market
quality on the Exchange generally through use of rebates. In this case,
the Exchange is proposing to extend the rebates it provides under the
program to include the securities of all three Tapes.
[[Page 14505]]
As noted above, the QMM Program provides incentives to a member to
make a significant contribution to market quality by providing
liquidity at the NBBO in a large number of stocks for a significant
portion of the day. The Exchange believes that expanding the program to
include Tape C securities will make the program more attractive to
members and promote its goal of improving market quality.
The Exchange also believes that eliminating the restriction that
only Primary MPIDs be used to qualify for the program is an equitable
allocation and is not unfairly discriminatory because it will allow
more members the opportunity to qualify for the program. Furthermore,
eliminating the restriction that the rebates provided by the QMM
Program only apply to qualifying orders entered through a QMM MPID is
an equitable allocation and is not unfairly discriminatory because it
will apply to all members that qualify as QMMs under the program.
In addition, including Tape C securities as eligible for rebates
under the QMM Program is an equitable allocation and is not unfairly
discriminatory because the Exchange will apply the same fee to all
similarly situated members. In this regard, the proposed change to the
rule is an equitable allocation and is not unfairly discriminatory
because the rebates are provided uniformly to all QMMs that qualify for
the rebates and all QMMs have an equal opportunity to earn the
discounted fee for accessing liquidity.
Moreover, the Exchange believes that providing qualifying QMMs
rebates in Tape C securities is equitable and not unfairly
discriminatory because, in return for the rebates, QMMs are providing a
significant contribution to market quality by providing displayed
liquidity, to the benefit of all market participants.
Lead Market Maker Program Changes
The Exchange believes that the proposed changes to the LMM Program
are reasonable because it is reflective of the Exchange's desire to
improve market quality through the use of reduced fees. As noted above,
the LMM Program is designed to provide incentive to LMMs to make
markets in certain ETPs.
The Exchange is proposing to provide further incentive to LMMs to
quote at the NBBO a significant percentage of the time by extending the
maximum fee for participation in the Opening and Closing Crosses to now
include the Halt Cross.
Similarly, the Exchange is providing further incentive to LMMs to
provide liquidity at the NBBO by decreasing the maximum fee the LMM
will be assessed for participation in the Crosses under the lowest
tier. Thus, the proposed changes are reflective of the Exchange's
efforts to incentivize market participants to improve market quality.
The Exchange believes that the proposed changes to the LMM Program
are an equitable allocation and are not unfairly discriminatory because
the Exchange will apply the same fee to all similarly situated members.
Specifically, the Exchange will provide the same maximum fee for
participation in all of the Crosses, to the extent the LMM qualifies
under one of the tiers. Last, the Exchange believes that providing LMMs
a maximum fee in the Opening, Closing, and Halt Crosses is equitable
and not unfairly discriminatory because, in return for the reduced
fees, LMMs are providing beneficial displayed liquidity to the benefit
of all market participants.
NBBO Program Changes
The Exchange believes that proposed changes to the NBBO Program are
reasonable because they more narrowly focus the program, which the
Exchange believes may increase participation in the program. As noted
above, the NBBO program provides incentives to members to improve the
quality of the market by rewarding members that provide significant
market-improving order flow with a rebate.
Currently, to qualify for $0.0004 and $0.0002 per share executed
NBBO rebates, members must execute shares in of [sic] liquidity through
one or more of its MPIDs that represents 0.5% or more of Consolidated
Volume during the month, or add NOM Market Maker liquidity in Penny
Pilot Options and/or Non-Penny Pilot Options above 0.90% of total
industry customer equity and ETF option ADV contracts per day in a
month.
The Exchange believes it is reasonable to eliminate the Tape C
rebate, decrease the $0.0004 per share executed rebate provided in Tape
A and B securities to $0.0002 per share executed, and modify the
qualification criteria because doing so will allow the Exchange to
increase the other rebates under the program, which will better align
the program with improving the NBBO.
The Exchange also believes that eliminating the NOM Market Maker
liquidity-based eligibility criteria under the rule and modifying the
remaining Consolidated Volume-based criteria by increasing the level of
Consolidated Volume required to receive the rebate from 0.5% to 1.0% is
reasonable because the Exchange is more narrowly focusing the
requirement on overall participation in the markets in contrast to
liquidity provided only on NOM. The NOM Market Maker liquidity-based
eligibility criteria have not been effective at providing an incentive
to members to participate in the program.
The Exchange believes that it is reasonable to include a
requirement that a member must execute shares in of [sic] liquidity
through one or more of its MPIDs that represents 0.5% or more of
Consolidated Volume during the month in order to receive the $0.0002
per share executed rebate under the amended NBBO Program for all other
displayed orders is reasonable because it is an existing requirement to
receive the existing $0.0001 per share executed fee under the program.
Thus, members qualifying under the program must not only improve
the NBBO significantly, but also provide improvement to the market
overall by contributing a significant level of Consolidated Volume,
which is consistent with the current requirements to receive the rebate
under the NBBO Program. The Exchange believes that increasing the
rebate from $0.0001 to $0.0002 per share executed will provide a
greater incentive to members to participate in the program.
The Exchange believes the proposed changes to the NBBO Program are
equitable and not unfairly discriminatory because the NBBO Program
rebates and their qualification criteria will apply uniformly to all
similarly situated members. Members that elect to provide the levels of
Consolidated Volume required by the amended rule, and in the case of
the proposed $0.0002 per share executed rebate establish the NBBO with
a ratio of at least 25%, will receive the amended rebates.
Last, although elimination of the NOM Market Maker based criteria
may impact members that are also market makers on NOM, the revised
Consolidated Volume based criteria will apply to all members, not only
those participating on NOM as market makers.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. In terms of inter-market
competition, the Exchange 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
[[Page 14506]]
environment, the Exchange 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, the Exchange believes that the
degree to which fee changes in this market may impose any burden on
competition is extremely limited.
In this instance, the proposed changes to the fees and rebates
provided to member firms under the market quality incentive programs of
Rule 7014 do not impose a burden on competition because the Exchange's
execution services are completely voluntary and subject to extensive
competition both from other exchanges and from off-exchange venues.
Rather than placing a burden on competition, the proposed fees and
rebates are reflective of the fierce competition among market venues to
attract order flow, including displayed liquidity, to the benefit of
all market participants. All of the proposed changes to the incentive
programs under Rule 7014 are designed to improve their effectiveness in
achieving their stated purposes. If any of the changes proposed herein
are unattractive to market participants, it is likely that the Exchange
will lose market share as a result.
Accordingly, the Exchange does not believe that the proposed
changes will impair the ability of members or competing order execution
venues to maintain their competitive standing in the financial markets.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
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 and paragraph (f) of Rule 19b-4 thereunder. 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:
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-2016-032 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-2016-032. 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-NASDAQ-2016-032 and should
be submitted on or before April 7, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Lynn M. Powalski,
Deputy Secretary.
[FR Doc. 2016-05978 Filed 3-16-16; 8:45 am]
BILLING CODE 8011-01-P