Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Its Price List, 14269-14272 [2017-05337]
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Federal Register / Vol. 82, No. 51 / Friday, March 17, 2017 / Notices
would not have an impact, nor impose
any burden, on competition because
each of such proposed changes would
simply provide specificity, clarity and
additional transparency within the
Rules.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
believes the proposed rule change
would ‘‘promote the prompt and
accurate clearance and settlement of
securities transactions’’ by FICC and
also ‘‘remove impediments to and
perfect the mechanism of a national
system for the prompt and accurate
clearance and settlement of securities
transactions’’ consistent with the
requirements of the Act, cited above.
(B) Clearing Agency’s Statement on
Burden on Competition
FICC believes that the proposed rule
changes associated with the expansion
of entity types eligible to be Sponsored
Members would promote competition
by increasing the types of entities that
may participate in FICC as Sponsored
Members and therefore permit more
market participants to utilize FICC’s
services.
At the same time, participation in
FICC as a Sponsored Member would
continue to be limited to legal entities
that are either ‘‘qualified institutional
buyers’’ as defined in Rule 144A under
the Securities Act of 1933, or that
otherwise satisfy the financial
requirements that an entity specifically
listed in paragraph (a)(1)(i) of Rule 144A
must satisfy in order to be a ‘‘qualified
institutional buyer’’ as specified in that
paragraph, and that have at least one
Sponsoring Member willing to sponsor
them into GSD membership. These
limitations may impact institutional
firms that are unable to satisfy such
eligibility requirements by excluding
them from being able to novate their
eligible activity to FICC (and avail
themselves of the commensurate
benefits described in Section 3(a)(i)—
Background on the Proposed Expansion
of Sponsored Member Eligibility above).
Nevertheless, FICC believes that any
resulting burden on competition would
be necessary and appropriate in
furtherance of the Act, as permitted by
Section 17A(b)(3)(I) of the Act,25 in light
of the fact that such eligibility
requirements are designed to allow FICC
to ensure the financial sophistication of
Sponsored Members and to prudently
manage the risk associated with
Sponsored Members’ participation in
FICC. Moreover, FICC would not restrict
the ability of institutional firms to enter
into eligible transactions with Netting
Members (including Sponsoring
Members) outside of GSD.
FICC believes that the proposed
changes to Rule 1 (Definitions) and Rule
3A (Sponsoring Members and
Sponsored Members) that are unrelated
to the proposed expansion of entity
types eligible to be Sponsored Members
25 15
U.S.C. 78q–1(b)(3)(I).
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(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants, or Others
Written comments relating to the
proposed rule change have not been
solicited or received. FICC will notify
the Commission of any written
comments received by FICC.
III. Date of Effectiveness of the
Proposed Rule Change, and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self- regulatory organization
consents, the Commission will:
(A) By order approve or disapprove
such proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change, as modified by Amendment No.
1, 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–
FICC–2017–003 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549.
All submissions should refer to File
Number SR–FICC–2017–003. 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
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14269
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 FICC and on DTCC’s Web site
(https://dtcc.com/legal/sec-rulefilings.aspx). 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–FICC–
2017–003 and should be submitted on
or before April 7, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.26
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2017–05403 Filed 3–16–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80222; File No. SR–NYSE–
2017–09]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending Its
Price List
March 13, 2017.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on March 1,
2017, New York Stock Exchange LLC
(‘‘NYSE’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
26 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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Federal Register / Vol. 82, No. 51 / Friday, March 17, 2017 / Notices
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 its
Price List for equity transactions in
stocks with a per share stock price more
than $1.00 to (1) revise the fee for
Midpoint Passive Liquidity (‘‘MPL’’)
orders that remove liquidity from the
Exchange and are designated with a
‘‘retail’’ modifier as defined in Rule 13,
and (2) revise the requirements and
credits for MPL orders that provide
liquidity to the Exchange, including the
related credits for Supplemental
Liquidity Providers (‘‘SLP’’). The
Exchange proposes to implement these
changes to its Price List effective March
1, 2017. 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
and discussed any comments it received
on the proposed rule change. The text
of those 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 parts of such
statements.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend its
Price List to (1) revise the fee for MPL
orders that remove liquidity from the
Exchange and are designated with a
‘‘retail’’ modifier as defined in Rule 13,
and (2) revise the requirements and
credits for MPL orders that provide
liquidity to the Exchange, including the
related credits for SLPs.
The proposed changes would only
apply to credits in transactions in
securities priced $1.00 or more.
The Exchange proposes to implement
these changes to its Price List effective
March 1, 2017.
MPL Orders
An MPL Order is defined in Rule 13
as an undisplayed limit order that
automatically executes at the mid-point
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of the best protected bid (‘‘PBB’’) or best
protected offer (‘‘PBO’’), as such terms
are defined in Regulation NMS Rule
600(b)(57) (together, ‘‘PBBO’’).4
MPL Orders That Remove Liquidity
The Exchange currently does not
charge a fee for MPL Orders that remove
liquidity from the Exchange and that are
designated with a ‘‘retail’’ modifier as
defined in Rule 13. The Exchange
proposes to charge a $0.00100 fee for
MPL Orders that remove liquidity from
the Exchange and that are designated
with a ‘‘retail’’ modifier as defined in
Rule 13.
MPL Orders That Add Liquidity
The Exchange currently provides a
credit of $0.00275 per share credit for
MPL Orders that provide liquidity from
a member organization that has Adding
ADV 5 in MPL Orders of at least 0.04%
of NYSE consolidated ADV (‘‘CADV’’),6
excluding liquidity added by a
Designated Market Maker (‘‘DMM’’).
The Exchange provides a $0.0015 per
share transaction credit for MPL Orders
that provide liquidity from a member
organization that does not meet the
Adding ADV threshold.
The Exchange proposes that member
organizations qualifying for the
$0.00275 credit have an Adding ADV in
MPL orders that is at least 0.140% of
NYSE CADV, excluding any liquidity
added by a DMM.
The Exchange also proposes a new
credit of $0.0025 for member
organizations that have Adding ADV in
MPL orders that is at least 0.030% of
NYSE CADV, excluding any liquidity
added by a DMM.
Finally, the Exchange proposes that
MPL Orders that provide liquidity from
a member organization that does not
meet the above Adding ADV thresholds
receive a per share transaction credit of
$0.0010.
The Exchange proposes the same
changes to the credits applicable to
SLPs for MPL Orders described above.
In addition, the Exchange proposes to
conform the Adding ADV requirement
in MPL Orders for SLPs to qualify for
the proposed $0.00275 credit of at least
0.140% of NYSE CADV, excluding
liquidity added by a DMM, in place of
the fixed share amount.
*
*
*
*
*
4 See
Rule 13. See also 17 CFR 242.600(b)(57).
ADV’’ is when a member organization
has ADV that adds liquidity to the Exchange during
the billing month. Adding ADV excludes any
liquidity added by a Designated Market Maker.
6 NYSE CADV is defined in the Price List as the
consolidated average daily volume of NYSE-listed
securities.
5 ‘‘Adding
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The proposed changes are not
otherwise intended to address any other
issues, and the Exchange is not aware of
any problems that member
organizations would have in complying
with the proposed change.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,7 in general, and
furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,8 in
particular, because it provides for the
equitable allocation of reasonable dues,
fees, and other charges among its
members, issuers and other persons
using its facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes that the
proposed increase to the fee for
executions of MPL Orders that remove
liquidity and that are designated with a
‘‘retail’’ modifier as defined in Rule 13,
the proposed changes to the credits for
MPL Orders that provide liquidity, the
proposed additional credit tier, and
conforming the Adding ADV
requirement and credit for SLPs in MPL
Orders are reasonable. MPL Orders
provide opportunities for market
participants to interact with orders
priced at the midpoint of the PBBO,
thus providing price improving
liquidity to market participants and
increasing the quality of order execution
on the Exchange’s market, which
benefits all market participants.
Specifically, the Exchange believes
that charging a fee for MPL Orders that
remove liquidity from the Exchange and
that are designated with a ‘‘retail’’
modifier as defined in Rule 13 is
reasonable because the charge is
substantially lower than the $0.0030 fee
for MPL orders that remove liquidity
and are not designated with a Retail
Modifier as defined in Rule 13.
The Exchange believes that the
proposed additional tier credit for MPL
Orders is reasonable because the
proposed MPL Order Tier credit of
$0.00250 per share that would apply if
the member organization has Adding
ADV in MPL Orders that is at least
0.030% of NYSE CADV excluding any
liquidity added by a DMM would relate
to volume that provides liquidity, which
would be identical to the type of volume
to which the credit would apply.
The new credit is also reasonable
because it would be similar or higher
than the rates on the NASDAQ Stock
Market, LLC (‘‘NASDAQ’’). For
example, on NASDAQ, firms that
7 15
8 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4) & (5).
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Federal Register / Vol. 82, No. 51 / Friday, March 17, 2017 / Notices
average 1 million or more shares of
midpoint liquidity receive a credit of
$0.0010 per share in Tape C securities
and $0.0018 in Tape A and B securities
to execute against resting midpoint
liquidity, which is lower than the
proposed $0.0025 per share rate for MPL
orders that is at least 0.030% of NYSE
CADV, excluding any liquidity added
by a DMM.9
The proposed change is equitable and
not unfairly discriminatory because
MPL Orders increase the quality of
order execution on the Exchange’s
market, which benefits all market
participants. The Exchange also believes
that the proposed changes are equitable
and not unfairly discriminatory because
all market participants—customers,
Floor brokers, DMMs, and SLPs—may
use MPL Orders on the Exchange and
because all market participants that use
MPL Orders may receive credits for
MPL Orders, as is currently the case.
The Exchange also believes that the
credit of $0.0010 for MPL Orders that
provide liquidity from a member
organization that does not meet the
above Adding ADV thresholds is also
reasonable as it would be similar to the
$0.0010 credit on NASDAQ for
midpoint liquidity in Tape C, or
NASDAQ Listed Securities, for firms
that adds less than 1 million shares of
midpoint liquidity.10
Finally, the Exchange believes that it
is subject to significant competitive
forces, as described below in the
Exchange’s statement regarding the
burden on competition.
For the foregoing reasons, the
Exchange believes that the proposal is
consistent with the Act.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,11 the Exchange believes that the
proposed rule change would not impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. Instead, the
Exchange believes that the proposed
changes would encourage the
submission of additional liquidity to a
public exchange, thereby promoting
price discovery and transparency and
enhancing order execution
opportunities for member organizations.
The Exchange believes that this could
promote competition between the
Exchange and other execution venues,
including those that currently offer
9 See NASDAQ Price List, available at https://
nasdaqtrader.com/
Trader.aspx?id=PriceListTrading2.
10 See id.
11 15 U.S.C. 78f(b)(8).
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similar order types and comparable
transaction pricing, by encouraging
additional orders to be sent to the
Exchange for execution.
Finally, 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 environment, the
Exchange must continually adjust its
fees and rebates 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 and credits 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. As a result of all of these
considerations, the Exchange does not
believe that the proposed changes will
impair the ability of member
organizations 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 solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 12 of the Act and
subparagraph (f)(2) of Rule 19b–4 13
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
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
under Section 19(b)(2)(B) 14 of the Act to
12 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
14 15 U.S.C. 78s(b)(2)(B).
13 17
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14271
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–
NYSE–2017–09 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–NYSE–2017–09. 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–NYSE–
2017–09, and should be submitted on or
before April 7, 2017.
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Federal Register / Vol. 82, No. 51 / Friday, March 17, 2017 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Eduardo A. Aleman,
Assistant Secretary.
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.
[FR Doc. 2017–05337 Filed 3–16–17; 8:45 am]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80229; File No. SR–
NASDAQ–2017–024]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend the
Data Collection Requirements in Rule
4470
March 13, 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 February
28, 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 4770 to modify the date of
Appendix B Web site data publication
pursuant to the Regulation NMS Plan to
Implement a Tick Size Pilot Program
(‘‘Plan’’).
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.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
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
15 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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1. Purpose
Rule 4770(b) (Compliance with Data
Collection Requirements) 3 implements
the data collection and Web site
publication requirements of the Plan.4
Commentary .08 to Rule 4770 provides,
among other things, that the
requirement that the Exchange make
certain data publicly available on the
Nasdaq Web site pursuant to Appendix
B and C to the Plan shall commence at
the beginning of the Pilot Period,5 and
that Nasdaq shall make data for the PrePilot Period publicly available on the
Nasdaq Web site pursuant to Appendix
B and C to the Plan by February 28,
2017.6
Nasdaq is proposing amendments to
Commentary .08 to Rule 4770 to delay
the date by which Pre-Pilot and Pilot
Appendix B data is to be made publicly
available on Nasdaq’s Web site from
February 28, 2017, until April 28, 2017.
Appendix C data for the Pre-Pilot Period
through the month of January 2017 will
be published on the Nasdaq Web site on
February 28, 2017, and, thereafter, on
the original 30-day schedule.7 As some
3 See Rule 4770(b). See also Securities Exchange
Act Release No. 77456 (March 28, 2016), 81 FR
18925 (April 1, 2016) (SR–NASDAQ–2016–043).
4 The Participants filed the Plan to comply with
an order issued by the Commission on June 24,
2014. See Letter from Brendon J. Weiss, Vice
President, Intercontinental Exchange, Inc., to
Secretary, Commission, dated August 25, 2014
(‘‘SRO Tick Size Plan Proposal’’). See Securities
Exchange Act Release No 72460 (June 24, 2014), 79
FR 36840 (June 30, 2014); see also Securities
Exchange Act Release No. 74892 (May 6, 2015), 80
FR 27513 (May 13, 2015).
5 Unless otherwise defined herein, capitalized
terms have the meaning ascribed to them in Rule
4770.
6 On November 30, 2016, the SEC granted
exemptive relief to the Participants to, among other
things, delay the publication of Web site data
pursuant to Appendices B and C to the Plan until
February 28, 2017, and to delay the ongoing Web
site publication by ninety days such that data
would be published within 120 calendar days
following the end of the month. See Letter from
David S. Shillman, Associate Director, Division of
Trading and Markets, Commission, to Marcia E.
Asquith, Senior Vice President and Corporate
Secretary, FINRA, dated November 30, 2016; see
also Securities Exchange Act Release No. 79546
(December 14, 2016), 81 FR 92932 (December 20,
2016) (SR–NASDAQ–2016–165).
7 Since, under Rule 4770(b)(4), Nasdaq is not
independently publishing Market Maker
profitability data collected pursuant to Item I of
Appendix C of the Plan, no corresponding change
to the language of Rule 4770(b)(4) relating to the
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of the data reporting requirements set
forth in Rule 4770 require members to
report data to their Designated
Examining Authority (‘‘DEA’’), which
may not be Nasdaq, the Exchange is also
proposing to add references in
Commentary .08 to reflect the fact that
the Exchange or the DEA may be
publishing such data.
In the SRO Tick Size Plan Proposal,
the Participants stated that the public
data will be made available for free ‘‘on
a disaggregated basis by trading center’’
on the Web sites of the Participants and
the Designated Examining Authorities.8
However, market participants have
expressed confidentiality concerns
regarding this approach for over-thecounter (‘‘OTC’’) data.9 Thus, Nasdaq is
filing the instant proposed rule change
to provide additional time to assess a
means of addressing the confidentiality
concerns raised in connection with the
publication of Appendix B data related
to OTC activity in furtherance of the
objectives of the Plan.10 Pursuant to this
amendment, Appendix B data
publication will be delayed until April
28, 2017. The Participants anticipate
filing additional proposed rule changes
to address Appendix B data publication.
Nasdaq has filed the proposed rule
change for immediate effectiveness. The
operative date of the proposed rule
change will be the date of filing.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,11 in general, and furthers the
objectives of Section 6(b)(5) of the Act,12
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, 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
timing of the publication of Appendix C data for the
Pilot Period is needed.
8 See Securities Exchange Act Release No. 73511
(November 3, 2014), 79 FR 66423 (November 7,
2014) (Notice of Filing of Proposed National Market
System Plan to Implement a Tick Size Pilot Program
on a One-Year Pilot Basis, File No. 4–657) (‘‘Tick
Size Plan Proposal’’).
9 See letters from Adam C. Cooper, Senior
Managing Director and Chief Legal Officer, Citadel
Securities, to Brent J. Fields, Secretary,
Commission, dated December 21, 2016 (‘‘Citadel
letter’’); and William Hebert, Managing Director,
Financial Information Forum, to Robert W. Errett,
Deputy Secretary, Commission, dated December 21,
2016 (‘‘FIF letter’’).
10 In connection with its filing to implement a
similar change in its rules, the Financial Industry
Regulatory Authority, Inc. is also submitting an
exemptive request to the SEC on behalf of all Plan
Participants requesting relief from the relevant
requirements of the Plan.
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(5).
E:\FR\FM\17MRN1.SGM
17MRN1
Agencies
[Federal Register Volume 82, Number 51 (Friday, March 17, 2017)]
[Notices]
[Pages 14269-14272]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-05337]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80222; File No. SR-NYSE-2017-09]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Amending Its Price List
March 13, 2017.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on March 1, 2017, New York Stock Exchange LLC (``NYSE'' or
the ``Exchange'') filed with the Securities and Exchange Commission
(the ``Commission'') the proposed rule change as described in Items I,
II, and III below, which Items have been prepared by the self-
regulatory organization. The Commission is publishing this notice to
[[Page 14270]]
solicit comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its Price List for equity
transactions in stocks with a per share stock price more than $1.00 to
(1) revise the fee for Midpoint Passive Liquidity (``MPL'') orders that
remove liquidity from the Exchange and are designated with a ``retail''
modifier as defined in Rule 13, and (2) revise the requirements and
credits for MPL orders that provide liquidity to the Exchange,
including the related credits for Supplemental Liquidity Providers
(``SLP''). The Exchange proposes to implement these changes to its
Price List effective March 1, 2017. 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 and discussed any comments it received on the
proposed rule change. The text of those 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 parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend its Price List to (1) revise the fee
for MPL orders that remove liquidity from the Exchange and are
designated with a ``retail'' modifier as defined in Rule 13, and (2)
revise the requirements and credits for MPL orders that provide
liquidity to the Exchange, including the related credits for SLPs.
The proposed changes would only apply to credits in transactions in
securities priced $1.00 or more.
The Exchange proposes to implement these changes to its Price List
effective March 1, 2017.
MPL Orders
An MPL Order is defined in Rule 13 as an undisplayed limit order
that automatically executes at the mid-point of the best protected bid
(``PBB'') or best protected offer (``PBO''), as such terms are defined
in Regulation NMS Rule 600(b)(57) (together, ``PBBO'').\4\
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\4\ See Rule 13. See also 17 CFR 242.600(b)(57).
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MPL Orders That Remove Liquidity
The Exchange currently does not charge a fee for MPL Orders that
remove liquidity from the Exchange and that are designated with a
``retail'' modifier as defined in Rule 13. The Exchange proposes to
charge a $0.00100 fee for MPL Orders that remove liquidity from the
Exchange and that are designated with a ``retail'' modifier as defined
in Rule 13.
MPL Orders That Add Liquidity
The Exchange currently provides a credit of $0.00275 per share
credit for MPL Orders that provide liquidity from a member organization
that has Adding ADV \5\ in MPL Orders of at least 0.04% of NYSE
consolidated ADV (``CADV''),\6\ excluding liquidity added by a
Designated Market Maker (``DMM''). The Exchange provides a $0.0015 per
share transaction credit for MPL Orders that provide liquidity from a
member organization that does not meet the Adding ADV threshold.
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\5\ ``Adding ADV'' is when a member organization has ADV that
adds liquidity to the Exchange during the billing month. Adding ADV
excludes any liquidity added by a Designated Market Maker.
\6\ NYSE CADV is defined in the Price List as the consolidated
average daily volume of NYSE-listed securities.
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The Exchange proposes that member organizations qualifying for the
$0.00275 credit have an Adding ADV in MPL orders that is at least
0.140% of NYSE CADV, excluding any liquidity added by a DMM.
The Exchange also proposes a new credit of $0.0025 for member
organizations that have Adding ADV in MPL orders that is at least
0.030% of NYSE CADV, excluding any liquidity added by a DMM.
Finally, the Exchange proposes that MPL Orders that provide
liquidity from a member organization that does not meet the above
Adding ADV thresholds receive a per share transaction credit of
$0.0010.
The Exchange proposes the same changes to the credits applicable to
SLPs for MPL Orders described above. In addition, the Exchange proposes
to conform the Adding ADV requirement in MPL Orders for SLPs to qualify
for the proposed $0.00275 credit of at least 0.140% of NYSE CADV,
excluding liquidity added by a DMM, in place of the fixed share amount.
* * * * *
The proposed changes are not otherwise intended to address any
other issues, and the Exchange is not aware of any problems that member
organizations would have in complying with the proposed change.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\7\ in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5) of the Act,\8\ in
particular, because it provides for the equitable allocation of
reasonable dues, fees, and other charges among its members, issuers and
other persons using its facilities and does not unfairly discriminate
between customers, issuers, brokers or dealers.
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\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(4) & (5).
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The Exchange believes that the proposed increase to the fee for
executions of MPL Orders that remove liquidity and that are designated
with a ``retail'' modifier as defined in Rule 13, the proposed changes
to the credits for MPL Orders that provide liquidity, the proposed
additional credit tier, and conforming the Adding ADV requirement and
credit for SLPs in MPL Orders are reasonable. MPL Orders provide
opportunities for market participants to interact with orders priced at
the midpoint of the PBBO, thus providing price improving liquidity to
market participants and increasing the quality of order execution on
the Exchange's market, which benefits all market participants.
Specifically, the Exchange believes that charging a fee for MPL
Orders that remove liquidity from the Exchange and that are designated
with a ``retail'' modifier as defined in Rule 13 is reasonable because
the charge is substantially lower than the $0.0030 fee for MPL orders
that remove liquidity and are not designated with a Retail Modifier as
defined in Rule 13.
The Exchange believes that the proposed additional tier credit for
MPL Orders is reasonable because the proposed MPL Order Tier credit of
$0.00250 per share that would apply if the member organization has
Adding ADV in MPL Orders that is at least 0.030% of NYSE CADV excluding
any liquidity added by a DMM would relate to volume that provides
liquidity, which would be identical to the type of volume to which the
credit would apply.
The new credit is also reasonable because it would be similar or
higher than the rates on the NASDAQ Stock Market, LLC (``NASDAQ''). For
example, on NASDAQ, firms that
[[Page 14271]]
average 1 million or more shares of midpoint liquidity receive a credit
of $0.0010 per share in Tape C securities and $0.0018 in Tape A and B
securities to execute against resting midpoint liquidity, which is
lower than the proposed $0.0025 per share rate for MPL orders that is
at least 0.030% of NYSE CADV, excluding any liquidity added by a
DMM.\9\
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\9\ See NASDAQ Price List, available at https://nasdaqtrader.com/Trader.aspx?id=PriceListTrading2.
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The proposed change is equitable and not unfairly discriminatory
because MPL Orders increase the quality of order execution on the
Exchange's market, which benefits all market participants. The Exchange
also believes that the proposed changes are equitable and not unfairly
discriminatory because all market participants--customers, Floor
brokers, DMMs, and SLPs--may use MPL Orders on the Exchange and because
all market participants that use MPL Orders may receive credits for MPL
Orders, as is currently the case.
The Exchange also believes that the credit of $0.0010 for MPL
Orders that provide liquidity from a member organization that does not
meet the above Adding ADV thresholds is also reasonable as it would be
similar to the $0.0010 credit on NASDAQ for midpoint liquidity in Tape
C, or NASDAQ Listed Securities, for firms that adds less than 1 million
shares of midpoint liquidity.\10\
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\10\ See id.
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Finally, the Exchange believes that it is subject to significant
competitive forces, as described below in the Exchange's statement
regarding the burden on competition.
For the foregoing reasons, the Exchange believes that the proposal
is consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\11\ the Exchange
believes that the proposed rule change would not impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act. Instead, the Exchange believes that the proposed
changes would encourage the submission of additional liquidity to a
public exchange, thereby promoting price discovery and transparency and
enhancing order execution opportunities for member organizations. The
Exchange believes that this could promote competition between the
Exchange and other execution venues, including those that currently
offer similar order types and comparable transaction pricing, by
encouraging additional orders to be sent to the Exchange for execution.
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\11\ 15 U.S.C. 78f(b)(8).
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Finally, 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 environment, the Exchange must continually adjust
its fees and rebates 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 and credits 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. As a result of all of these considerations, the
Exchange does not believe that the proposed changes will impair the
ability of member organizations 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 solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \12\ of the Act and subparagraph (f)(2) of Rule
19b-4 \13\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(2).
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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 under
Section 19(b)(2)(B) \14\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\14\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSE-2017-09 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-NYSE-2017-09. 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-NYSE-2017-09, and should be
submitted on or before April 7, 2017.
[[Page 14272]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-05337 Filed 3-16-17; 8:45 am]
BILLING CODE 8011-01-P