Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Rule 4703 and Rule 4753, 14074-14076 [2017-05223]
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14074
Federal Register / Vol. 82, No. 50 / Thursday, March 16, 2017 / Notices
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:
mstockstill on DSK3G9T082PROD 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–
ISEMercury–2017–04 on the subject
line.
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–ISEMercury–2017–04. 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
VerDate Sep<11>2014
17:12 Mar 15, 2017
Jkt 241001
available publicly. All submissions
should refer to File Number SR–
ISEMercury-2017–04, and should be
submitted on or before April 6, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–05218 Filed 3–15–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80216; File No. SR–
NASDAQ–2017–028]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend Rule
4703 and Rule 4753
March 10, 2017.
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 8,
2017, 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 amend
Rule 4703 (Order Attributes) to specify
the behavior of locked or crossed Orders
during the Nasdaq Opening or Closing
Cross. Nasdaq also proposes to make a
corresponding change to Rule 4753,
which governs the Halt Cross.
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
17 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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Sfmt 4703
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Nasdaq proposes to amend Rule 4703
(Order Attributes) to specify the
behavior of locked or crossed Orders
during the Nasdaq Opening or Closing
Cross in light of recent changes to its
Post-Only Order functionality. Nasdaq
also proposes to make a corresponding
change to Rule 4753, which governs the
Halt Cross.
Rule 4703(l) describes the application
of the Nasdaq Opening and Closing
Cross to Nasdaq Order Types. Rule
4703(l) states that all Order Types,
except Supplemental Orders, Retail
Orders, and RPI Orders participate in
the Nasdaq Opening Cross and/or the
Nasdaq Closing Cross if the Order has a
Time-in-Force that would cause the
Order to be in effect at the time of the
Nasdaq Opening Cross and/or Nasdaq
Closing Cross. Market on Open
(‘‘MOO’’) Orders, Limit On Open
(‘‘LOO’’) Orders, and IOI Orders
participate in the Nasdaq Opening Cross
in the manner specified in Rule 4752
(Opening Process). Other Order Types
eligible to participate in the Nasdaq
Opening Cross operate as ‘‘Market
Hours Orders’’ or ‘‘Open Eligible
Interest’’ as specified in Rule 4752.
MOC Orders, LOC Orders and IO Orders
participate in the Nasdaq Closing Cross
in the manner specified in Rule 4754
(Nasdaq Closing Cross). Other Order
Types eligible to participate in the
Nasdaq Closing Cross operate as ‘‘Close
Eligible Interest’’ in the manner
specified in Rule 4754.
Nasdaq proposes to add language to
Rule 4703(l) to specify the treatment of
Orders that are locked or crossed during
the Opening or Closing Cross.
Specifically, for purposes of selecting
the Nasdaq Opening Cross or Closing
Cross price, an Order to buy (sell) that
is locked or crossed at its non-displayed
price by a Post-Only Order on the
Nasdaq Book shall be deemed to have a
price at one minimum price increment
below (above) the price of the Post-Only
Order. This functionality will impact
Non-Displayed Orders, Post-Only
Orders, Price to Comply Orders and
Midpoint Peg Post-Only Orders when
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the non-displayed price of that Order is
locked or crossed by a Post-Only Order.3
Thus, a Non-Displayed Order to buy
that is locked by a Post-Only Order to
sell at $11.03 would be deemed to have
a price of $11.02 for purposes of
selecting the Cross price. Nasdaq is
proposing to re-price the non-displayed
price of an Order that is locked or
crossed, rather than the Post-Only
Order, because re-pricing a nondisplayed Order will produce less
market impact than re-pricing an order
that is already displayed.
The same functionality will apply to
Orders that are locked or crossed during
the Nasdaq Halt Cross.4 Accordingly,
Nasdaq proposes to add Rule 4753(d),
which states that, for purposes of
selecting the Nasdaq Halt Cross price,
an Order to buy (sell) that is locked or
crossed at its non-displayed price by a
Post-Only Order on the Nasdaq Book
prior to the trading halt shall be deemed
to have a price at one minimum price
increment below (above) the price of the
Post-Only Order.
The proposed change supplements
the recently-approved changes to the
Post-Only Order and the resulting
modifications to Nasdaq systems.5 The
3 In this scenario, the Post-Only Order would
have locked or crossed the Non-Displayed Order,
Post-Only Order, Price to Comply Order, or
Midpoint Peg Post-Only Order at its non-displayed
price upon entry if the value of price improvement
associated with executing against the Order is not
met.
4 The Halt Cross is defined as the process for
determining the price at which Eligible Interest
shall be executed at the open of trading for a halted
security and for executing that Eligible Interest. See
Rule 4753(a)(4).
5 See Securities Exchange Act Release No. 79290
(November 10, 2016), 81 FR 81184 (November 17,
2016) (SR–NASDAQ–2016–111). Nasdaq initially
proposed to implement the new Post-Only
functionality on November 21, 2016. See Equity
Trader Alert #2016–291. However, following
testing, Nasdaq has decided to delay the
implementation of this new functionality to provide
additional time for systems testing. The new
functionality shall be implemented no later than
March 31, 2017. See Securities Exchange Act
Release No. 80045 (February 15, 2017), 82 FR 11389
(February 22, 2017) (SR–NASDAQ–2017–013).
Under the new Post-Only functionality, the
behavior of Post-Only orders would be altered when
the adjusted price of such orders lock or cross a
non-displayed price on the Exchange’s Book.
Specifically, if the adjusted price of the Post-Only
Order would lock or cross a non-displayed price on
the Exchange’s Book, the Post-Only order would be
posted in the same manner as a Price to Comply
Order. However, the Post-Only Order would
execute if (i) it is priced below $1.00 and the value
of price improvement associated with executing
against an Order on the Nasdaq Book (as measured
against the original limit price of the Order) equals
or exceeds the sum of fees charged for such
execution and the value of any rebate that would
be provided if the Order posted to the Nasdaq Book
and subsequently provided liquidity, or (ii) it is
priced at $1.00 or more and the value of price
improvement associated with executing against an
Order on the Nasdaq Book (as measured against the
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change also reflects the intent of the
Nasdaq Opening and Closing Cross
functionality, which currently prices
buy (sell) Opening Imbalance Only
(‘‘OIO’’) Orders and Imbalance Only
(‘‘IO’’) Orders to the highest bid (lowest
offer) on the Nasdaq Book (but not
beyond the Order’s stated limit price),
and prevents buy and sell OIO and IO
Orders from being priced at the same
price and executing against each other.
The change is also similar to the
treatment of Post-Only Orders with
Midpoint Pegging during the Opening
Cross, Closing Cross and Halt Cross.6
Rule 4702(b)(5)(A) provides that, for
purposes of any cross in which a
Midpoint Peg Post-Only Order
participates, a Midpoint Peg Post-Only
Order to buy (sell) that is locking a
preexisting Order shall be deemed to
have a price equal to the price of the
highest sell Order (lowest buy Order)
that would be eligible to execute against
the Midpoint Peg Post-Only Order in
such circumstances. Thus, a Midpoint
Peg Post-Only Order to buy that locked
a preexisting Non-Displayed Order to
sell at $11.03 would be deemed to have
a price of $11.02. With this change,
Nasdaq will be adopting a similar
functionality for an Order that is locked
or crossed at its non-displayed price by
a Post-Only Order for purposes of the
Opening Cross, Closing Cross, and Halt
Cross.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,7 in general, and furthers the
objectives of Section 6(b)(5) of the Act,8
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
original limit price of the Order) equals or exceeds
$0.01 per share. Additionally, if the Post-Only
Order would not lock or cross a Protected Quotation
but would lock or cross a Non-Displayed Order on
the Exchange’s Book, the Post-Only Order would be
posted, ranked, and displayed at its limit price. The
Post-Only Order would execute if (i) it is priced
below $1.00 and the value of price improvement
associated with executing against an Order on the
Nasdaq Book equals or exceeds the sum of fees
charged for such execution and the value of any
rebate that would be provided if the Order posted
to the Nasdaq Book and subsequently provided
liquidity, or (ii) it is priced at $1.00 or more and
the value of price improvement associated with
executing against an Order on the Nasdaq Book
equals or exceeds $0.01 per share.
6 Midpoint Pegging means Pegging with reference
to the midpoint between the Inside Bid and the
Inside Offer (the ‘‘Midpoint’’). Thus, if the Inside
Bid was $11 and the Inside Offer was $11.06, an
Order with Midpoint Pegging would be priced at
$11.03. An Order with Midpoint Pegging is not
displayed. An Order with Midpoint Pegging may be
executed in sub-pennies if necessary to obtain a
midpoint price. See Rule 4703(d).
7 15 U.S.C. 78f(b).
8 15 U.S.C. 78f(b)(5).
PO 00000
Frm 00103
Fmt 4703
Sfmt 4703
14075
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest. The
proposed change is consistent with the
Act because it reflects the intent of the
Nasdaq Opening and Closing Cross
functionality, which currently prices
buy (sell) OIO Orders and IO Orders to
the highest bid (lowest offer) on the
Nasdaq Book (but not beyond the
Order’s stated limit price), and prevents
buy and sell OIO and IO Orders from
being priced at the same price and
executing against each other. The
proposed change also adopts a repricing functionality that is similar to a
re-pricing functionality that is currently
in effect for Midpoint Peg Post-Only
Orders during the Opening Cross,
Closing Cross and Halt Cross. Finally,
the proposed change supplements the
recently-approved changes to the PostOnly Order and the resulting
modifications to Nasdaq systems.
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. The
proposed change adopts a re-pricing
functionality that is similar to a repricing functionality that is currently in
effect for Midpoint Peg Post-Only
Orders during the Opening Cross,
Closing Cross and Halt Cross. Moreover,
the use of Exchange Order types and
attributes is voluntary, and no member
is required to use any specific Order
type or attribute or even to use any
Exchange Order type or attribute or any
Exchange functionality at all. If an
Exchange member believes for any
reason that the proposed rule change
will be detrimental, that perceived
detriment can be avoided by choosing
not to enter or interact with the Order
types modified by this proposed rule
change. Finally, the proposal will apply
equally to all Orders that meet its
criteria.
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
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
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mstockstill on DSK3G9T082PROD with NOTICES
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act and Rule 19b–
4(f)(6) thereunder.9
A proposed rule change filed
pursuant to Rule 19b–4(f)(6) under the
Act 10 normally does not become
operative for 30 days after the date of its
filing. However, Rule 19b–4(f)(6)(iii) 11
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. The Exchange
represents that the proposal
supplements the recently-approved
changes to the Post-Only Order type and
the resulting modifications to Nasdaq
systems, and that it will implement
those previously approved changes no
later than March 31, 2017.12 Waiver of
the 30-day operative delay would allow
the Exchange to implement the
previously approved changes to the
Post-Only Order type concurrently with
the supplemental changes in this
proposal. Accordingly, the Commission
finds that waiving the 30-day operative
delay is consistent with the protection
of investors and the public interest and
designates the proposal operative upon
filing.13
At any time within 60 days of the
filing of such 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.
9 17 CFR 240.19b–4(f)(6). As required under Rule
19b–4(f)(6)(iii), the Exchange provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and the text of 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.
10 17 CFR 240.19b–4(f)(6).
11 17 CFR 240.19b–4(f)(6)(iii).
12 See supra note 5 and accompanying text. The
Exchange also notes that the proposed functionality
reflects the intent of the Nasdaq Opening and
Closing Cross functionality and is similar to a
functionality that is currently in effect for Midpoint
Peg Post-Only Orders.
13 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
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17:12 Mar 15, 2017
Jkt 241001
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:
• 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–2017–028 on the subject line.
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–NASDAQ–2017–028. 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–2017–028 and should be
submitted on or before April 6, 2017.
Frm 00104
Fmt 4703
[FR Doc. 2017–05223 Filed 3–15–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
PO 00000
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Eduardo A. Aleman,
Assistant Secretary.
Sfmt 4703
[Release No. 34–80206; File No. SR–
BatsBZX–2016–30]
Self-Regulatory Organizations; Bats
BZX Exchange, Inc.; Order
Disapproving a Proposed Rule
Change, as Modified by Amendments
No. 1 and 2, to BZX Rule 14.11(e)(4),
Commodity-Based Trust Shares, To
List and Trade Shares Issued by the
Winklevoss Bitcoin Trust
March 10, 2017.
Bats BZX Exchange (‘‘Exchange’’ or
‘‘BZX’’) has filed a proposed rule change
to list and trade shares of the
Winklevoss Bitcoin Trust.1 When an
14 17
CFR 200.30–3(a)(12).
Exchange filed notice of the proposed rule
change on June 30, 2016, and the Commission
published the notice in the Federal Register on July
14, 2016. See Exchange Act Release No. 78262 (July
8, 2016), 81 FR 45554 (July 14, 2016) (‘‘Notice’’). On
August 23, 2016, the Commission designated a
longer period within which to act on the proposed
rule change. See Exchange Act Release No. 78653
(Aug. 23, 2016), 81 FR 59256 (Aug. 29, 2016). On
October 12, 2016, the Commission instituted
proceedings under Section 19(b)(2)(B) of the
Securities Exchange Act of 1934 (‘‘Exchange Act’’),
15 U.S.C. 78s(b)(2)(B), to determine whether to
approve or disapprove the proposed rule change.
See Exchange Act Release No. 79084 (Oct. 12,
2016), 81 FR 71778 (Oct. 18, 2016). On October 20,
2016, the Exchange filed Amendment No. 1 to the
proposed rule change, replacing the original filing
in its entirety, and Amendment No. 1 was
published for comment in the Federal Register on
November 3, 2016. See Exchange Act Release No.
79183 (Oct. 28, 2016), 81 FR 76650 (Nov. 3, 2016)
(‘‘Amendment No. 1’’). On January 4, 2017, the
Commission designated a longer period for
Commission action on the proposed rule change.
See Exchange Act Release No. 79725 (Jan. 4, 2017),
82 FR 2425 (Jan. 9, 2017) (designating March 11,
2017, as the date by which the Commission must
either approve or disapprove the proposed rule
change). On February 22, 2017, the Exchange filed
Amendment No. 2 to the proposed rule change
(‘‘Amendment No. 2’’). Amendment No. 2 further
modified the Exchange’s proposal by (a) changing
the size of a creation and redemption basket from
10,000 shares to 100,000 shares, (b) changing the
bitcoin value of a share from 0.1 bitcoin to 0.01
bitcoin, and (c) changing the Exchange’s
representation about the number of shares
outstanding at the commencement of trading from
100,000 shares to 500,000 shares. Because
Amendment No. 2 does not materially alter the
substance of the proposed rule change, Amendment
No. 2 is not subject to notice and comment.
Amendment No. 2 is available on the Commission’s
Web site at https://www.sec.gov/comments/srbatsbzx-2016-30/batsbzx201630-1594698132357.pdf.
1 The
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Agencies
[Federal Register Volume 82, Number 50 (Thursday, March 16, 2017)]
[Notices]
[Pages 14074-14076]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-05223]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80216; File No. SR-NASDAQ-2017-028]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend Rule 4703 and Rule 4753
March 10, 2017.
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 8, 2017, 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 amend Rule 4703 (Order Attributes) to
specify the behavior of locked or crossed Orders during the Nasdaq
Opening or Closing Cross. Nasdaq also proposes to make a corresponding
change to Rule 4753, which governs the Halt Cross.
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.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Nasdaq proposes to amend Rule 4703 (Order Attributes) to specify
the behavior of locked or crossed Orders during the Nasdaq Opening or
Closing Cross in light of recent changes to its Post-Only Order
functionality. Nasdaq also proposes to make a corresponding change to
Rule 4753, which governs the Halt Cross.
Rule 4703(l) describes the application of the Nasdaq Opening and
Closing Cross to Nasdaq Order Types. Rule 4703(l) states that all Order
Types, except Supplemental Orders, Retail Orders, and RPI Orders
participate in the Nasdaq Opening Cross and/or the Nasdaq Closing Cross
if the Order has a Time-in-Force that would cause the Order to be in
effect at the time of the Nasdaq Opening Cross and/or Nasdaq Closing
Cross. Market on Open (``MOO'') Orders, Limit On Open (``LOO'') Orders,
and IOI Orders participate in the Nasdaq Opening Cross in the manner
specified in Rule 4752 (Opening Process). Other Order Types eligible to
participate in the Nasdaq Opening Cross operate as ``Market Hours
Orders'' or ``Open Eligible Interest'' as specified in Rule 4752. MOC
Orders, LOC Orders and IO Orders participate in the Nasdaq Closing
Cross in the manner specified in Rule 4754 (Nasdaq Closing Cross).
Other Order Types eligible to participate in the Nasdaq Closing Cross
operate as ``Close Eligible Interest'' in the manner specified in Rule
4754.
Nasdaq proposes to add language to Rule 4703(l) to specify the
treatment of Orders that are locked or crossed during the Opening or
Closing Cross. Specifically, for purposes of selecting the Nasdaq
Opening Cross or Closing Cross price, an Order to buy (sell) that is
locked or crossed at its non-displayed price by a Post-Only Order on
the Nasdaq Book shall be deemed to have a price at one minimum price
increment below (above) the price of the Post-Only Order. This
functionality will impact Non-Displayed Orders, Post-Only Orders, Price
to Comply Orders and Midpoint Peg Post-Only Orders when
[[Page 14075]]
the non-displayed price of that Order is locked or crossed by a Post-
Only Order.\3\ Thus, a Non-Displayed Order to buy that is locked by a
Post-Only Order to sell at $11.03 would be deemed to have a price of
$11.02 for purposes of selecting the Cross price. Nasdaq is proposing
to re-price the non-displayed price of an Order that is locked or
crossed, rather than the Post-Only Order, because re-pricing a non-
displayed Order will produce less market impact than re-pricing an
order that is already displayed.
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\3\ In this scenario, the Post-Only Order would have locked or
crossed the Non-Displayed Order, Post-Only Order, Price to Comply
Order, or Midpoint Peg Post-Only Order at its non-displayed price
upon entry if the value of price improvement associated with
executing against the Order is not met.
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The same functionality will apply to Orders that are locked or
crossed during the Nasdaq Halt Cross.\4\ Accordingly, Nasdaq proposes
to add Rule 4753(d), which states that, for purposes of selecting the
Nasdaq Halt Cross price, an Order to buy (sell) that is locked or
crossed at its non-displayed price by a Post-Only Order on the Nasdaq
Book prior to the trading halt shall be deemed to have a price at one
minimum price increment below (above) the price of the Post-Only Order.
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\4\ The Halt Cross is defined as the process for determining the
price at which Eligible Interest shall be executed at the open of
trading for a halted security and for executing that Eligible
Interest. See Rule 4753(a)(4).
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The proposed change supplements the recently-approved changes to
the Post-Only Order and the resulting modifications to Nasdaq
systems.\5\ The change also reflects the intent of the Nasdaq Opening
and Closing Cross functionality, which currently prices buy (sell)
Opening Imbalance Only (``OIO'') Orders and Imbalance Only (``IO'')
Orders to the highest bid (lowest offer) on the Nasdaq Book (but not
beyond the Order's stated limit price), and prevents buy and sell OIO
and IO Orders from being priced at the same price and executing against
each other.
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\5\ See Securities Exchange Act Release No. 79290 (November 10,
2016), 81 FR 81184 (November 17, 2016) (SR-NASDAQ-2016-111). Nasdaq
initially proposed to implement the new Post-Only functionality on
November 21, 2016. See Equity Trader Alert #2016-291. However,
following testing, Nasdaq has decided to delay the implementation of
this new functionality to provide additional time for systems
testing. The new functionality shall be implemented no later than
March 31, 2017. See Securities Exchange Act Release No. 80045
(February 15, 2017), 82 FR 11389 (February 22, 2017) (SR-NASDAQ-
2017-013). Under the new Post-Only functionality, the behavior of
Post-Only orders would be altered when the adjusted price of such
orders lock or cross a non-displayed price on the Exchange's Book.
Specifically, if the adjusted price of the Post-Only Order would
lock or cross a non-displayed price on the Exchange's Book, the
Post-Only order would be posted in the same manner as a Price to
Comply Order. However, the Post-Only Order would execute if (i) it
is priced below $1.00 and the value of price improvement associated
with executing against an Order on the Nasdaq Book (as measured
against the original limit price of the Order) equals or exceeds the
sum of fees charged for such execution and the value of any rebate
that would be provided if the Order posted to the Nasdaq Book and
subsequently provided liquidity, or (ii) it is priced at $1.00 or
more and the value of price improvement associated with executing
against an Order on the Nasdaq Book (as measured against the
original limit price of the Order) equals or exceeds $0.01 per
share. Additionally, if the Post-Only Order would not lock or cross
a Protected Quotation but would lock or cross a Non-Displayed Order
on the Exchange's Book, the Post-Only Order would be posted, ranked,
and displayed at its limit price. The Post-Only Order would execute
if (i) it is priced below $1.00 and the value of price improvement
associated with executing against an Order on the Nasdaq Book equals
or exceeds the sum of fees charged for such execution and the value
of any rebate that would be provided if the Order posted to the
Nasdaq Book and subsequently provided liquidity, or (ii) it is
priced at $1.00 or more and the value of price improvement
associated with executing against an Order on the Nasdaq Book equals
or exceeds $0.01 per share.
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The change is also similar to the treatment of Post-Only Orders
with Midpoint Pegging during the Opening Cross, Closing Cross and Halt
Cross.\6\ Rule 4702(b)(5)(A) provides that, for purposes of any cross
in which a Midpoint Peg Post-Only Order participates, a Midpoint Peg
Post-Only Order to buy (sell) that is locking a preexisting Order shall
be deemed to have a price equal to the price of the highest sell Order
(lowest buy Order) that would be eligible to execute against the
Midpoint Peg Post-Only Order in such circumstances. Thus, a Midpoint
Peg Post-Only Order to buy that locked a preexisting Non-Displayed
Order to sell at $11.03 would be deemed to have a price of $11.02. With
this change, Nasdaq will be adopting a similar functionality for an
Order that is locked or crossed at its non-displayed price by a Post-
Only Order for purposes of the Opening Cross, Closing Cross, and Halt
Cross.
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\6\ Midpoint Pegging means Pegging with reference to the
midpoint between the Inside Bid and the Inside Offer (the
``Midpoint''). Thus, if the Inside Bid was $11 and the Inside Offer
was $11.06, an Order with Midpoint Pegging would be priced at
$11.03. An Order with Midpoint Pegging is not displayed. An Order
with Midpoint Pegging may be executed in sub-pennies if necessary to
obtain a midpoint price. See Rule 4703(d).
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\7\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\8\ in particular, in that it is designed to promote
just and equitable principles of trade, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general to protect investors and the public interest.
The proposed change is consistent with the Act because it reflects the
intent of the Nasdaq Opening and Closing Cross functionality, which
currently prices buy (sell) OIO Orders and IO Orders to the highest bid
(lowest offer) on the Nasdaq Book (but not beyond the Order's stated
limit price), and prevents buy and sell OIO and IO Orders from being
priced at the same price and executing against each other. The proposed
change also adopts a re-pricing functionality that is similar to a re-
pricing functionality that is currently in effect for Midpoint Peg
Post-Only Orders during the Opening Cross, Closing Cross and Halt
Cross. Finally, the proposed change supplements the recently-approved
changes to the Post-Only Order and the resulting modifications to
Nasdaq systems.
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\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. The proposed change adopts a
re-pricing functionality that is similar to a re-pricing functionality
that is currently in effect for Midpoint Peg Post-Only Orders during
the Opening Cross, Closing Cross and Halt Cross. Moreover, the use of
Exchange Order types and attributes is voluntary, and no member is
required to use any specific Order type or attribute or even to use any
Exchange Order type or attribute or any Exchange functionality at all.
If an Exchange member believes for any reason that the proposed rule
change will be detrimental, that perceived detriment can be avoided by
choosing not to enter or interact with the Order types modified by this
proposed rule change. Finally, the proposal will apply equally to all
Orders that meet its criteria.
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
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant
[[Page 14076]]
burden on competition; and (iii) become operative for 30 days from the
date on which it was filed, or such shorter time as the Commission may
designate, it has become effective pursuant to Section 19(b)(3)(A) of
the Act and Rule 19b-4(f)(6) thereunder.\9\
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\9\ 17 CFR 240.19b-4(f)(6). As required under Rule 19b-
4(f)(6)(iii), the Exchange provided the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description and the text of 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.
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A proposed rule change filed pursuant to Rule 19b-4(f)(6) under the
Act \10\ normally does not become operative for 30 days after the date
of its filing. However, Rule 19b-4(f)(6)(iii) \11\ 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. The
Exchange represents that the proposal supplements the recently-approved
changes to the Post-Only Order type and the resulting modifications to
Nasdaq systems, and that it will implement those previously approved
changes no later than March 31, 2017.\12\ Waiver of the 30-day
operative delay would allow the Exchange to implement the previously
approved changes to the Post-Only Order type concurrently with the
supplemental changes in this proposal. Accordingly, the Commission
finds that waiving the 30-day operative delay is consistent with the
protection of investors and the public interest and designates the
proposal operative upon filing.\13\
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\10\ 17 CFR 240.19b-4(f)(6).
\11\ 17 CFR 240.19b-4(f)(6)(iii).
\12\ See supra note 5 and accompanying text. The Exchange also
notes that the proposed functionality reflects the intent of the
Nasdaq Opening and Closing Cross functionality and is similar to a
functionality that is currently in effect for Midpoint Peg Post-Only
Orders.
\13\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. 15 U.S.C. 78c(f).
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At any time within 60 days of the filing of such 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:
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-2017-028 on the subject line.
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-NASDAQ-2017-028. 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-2017-028 and should
be submitted on or before April 6, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-05223 Filed 3-15-17; 8:45 am]
BILLING CODE 8011-01-P