Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Qualification Criteria Under the Qualified Market Maker Program at Rule 7014, 34721-34723 [2017-15637]
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Federal Register / Vol. 82, No. 142 / Wednesday, July 26, 2017 / Notices
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Funds to pay redemption proceeds
within fifteen calendar days following
the tender of Creation Units for
redemption. Applicants assert that the
requested relief would not be
inconsistent with the spirit and intent of
section 22(e) to prevent unreasonable,
undisclosed or unforeseen delays in the
actual payment of redemption proceeds.
7. Applicants request an exemption to
permit Funds of Funds to acquire Fund
shares beyond the limits of section
12(d)(1)(A) of the Act; and the Funds,
and any principal underwriter for the
Funds, and/or any broker or dealer
registered under the Exchange Act, to
sell shares to Funds of Funds beyond
the limits of section 12(d)(1)(B) of the
Act. The application’s terms and
conditions are designed to, among other
things, help prevent any potential (i)
undue influence over a Fund through
control or voting power, or in
connection with certain services,
transactions, and underwritings, (ii)
excessive layering of fees, and (iii)
overly complex fund structures, which
are the concerns underlying the limits
in sections 12(d)(1)(A) and (B) of the
Act.
8. Applicants request an exemption
from sections 17(a)(1) and 17(a)(2) of the
Act to permit persons that are Affiliated
Persons, or Second Tier Affiliates, of the
Funds, solely by virtue of certain
ownership interests, to effectuate
purchases and redemptions in-kind. The
deposit procedures for in-kind
purchases of Creation Units and the
redemption procedures for in-kind
redemptions of Creation Units will be
the same for all purchases and
redemptions and Deposit Instruments
and Redemption Instruments will be
valued in the same manner as those
investment positions currently held by
the Funds. Applicants also seek relief
from the prohibitions on affiliated
transactions in section 17(a) to permit a
Fund to sell its shares to and redeem its
shares from a Fund of Funds, and to
engage in the accompanying in-kind
transactions with the Fund of Funds.3
The purchase of Creation Units by a
Fund of Funds directly from a Fund will
be accomplished in accordance with the
policies of the Fund of Funds and will
be based on the NAVs of the Funds.
3 The requested relief would apply to direct sales
of shares in Creation Units by a Fund to a Fund of
Funds and redemptions of those shares. Applicants,
moreover, are not seeking relief from section 17(a)
for, and the requested relief will not apply to,
transactions where a Fund could be deemed an
Affiliated Person, or a Second-Tier Affiliate, of a
Fund of Funds because an Adviser or an entity
controlling, controlled by or under common control
with an Adviser provides investment advisory
services to that Fund of Funds.
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9. Section 6(c) of the Act permits the
Commission to exempt any persons or
transactions from any provision of the
Act if such exemption is necessary or
appropriate in the public interest and
consistent with the protection of
investors and the purposes fairly
intended by the policy and provisions of
the Act. Section 12(d)(1)(J) of the Act
provides that the Commission may
exempt any person, security, or
transaction, or any class or classes of
persons, securities, or transactions, from
any provision of section 12(d)(1) if the
exemption is consistent with the public
interest and the protection of investors.
Section 17(b) of the Act authorizes the
Commission to grant an order
permitting a transaction otherwise
prohibited by section 17(a) if it finds
that (a) the terms of the proposed
transaction are fair and reasonable and
do not involve overreaching on the part
of any person concerned; (b) the
proposed transaction is consistent with
the policies of each registered
investment company involved; and (c)
the proposed transaction is consistent
with the general purposes of the Act.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–15712 Filed 7–25–17; 8:45 am]
34721
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to amend
qualification criteria under the
Qualified Market Maker Program at Rule
7014. While these amendments are
effective upon filing, the Exchange has
designated the proposed amendments to
be operative on July 1, 2017.3
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.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81182; File No. SR–
NASDAQ–2017–070]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
Qualification Criteria Under the
Qualified Market Maker Program at
Rule 7014
July 20, 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 July 10,
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, II,
and III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
PO 00000
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00099
Fmt 4703
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to amend the Exchange’s fees
at Rule 7014 to raise the combined
Consolidated Volume (adding and
removing liquidity) criteria from the
current requirement that a QMM have at
least 3.5% to now require at least 3.7%,
which a QMM must have to be eligible
for a $0.0029 per share executed charge
for orders in securities listed on
exchanges other than Nasdaq priced at
$1 or more per share that access
liquidity on the Nasdaq Market Center.
A QMM is a member that makes a
significant contribution to market
quality by providing liquidity at the
national best bid and offer (‘‘NBBO’’) in
a large number of stocks for a significant
portion of the day.4 In addition, the
3 The Exchange initially filed the proposed
pricing changes on June 28, 2017 (SR–NASDAQ–
2017–066). On July 10, 2017, the Exchange
withdrew that filing and submitted this filing. This
filing corrects a marking error to the Exhibit 5 and
clarifies the statutory basis discussion.
4 See Rule 7014(d).
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member must avoid imposing the
burdens on Nasdaq and its market
participants that may be associated with
excessive rates of entry of orders away
from the inside and/or order
cancellation.5 The designation reflects
the QMM’s commitment to provide
meaningful and consistent support to
market quality and price discovery by
extensive quoting at the NBBO in a large
number of securities. In return for its
contributions, certain financial benefits
are provided to a QMM with respect to
its order activity, as described under
Rule 7014(e). These benefits include a
lower rate charged for executions of
orders in securities priced at $1 or more
per share that access liquidity on the
Nasdaq Market Center.6
Under Rule 7014(e), the Exchange
charges a QMM $0.0030 per share
executed for removing liquidity in
Nasdaq-listed securities priced at $1 or
more, and $0.00295 per share executed
for removing liquidity in securities
priced at $1 or more per share listed on
exchanges other than Nasdaq, if the
QMM’s volume of liquidity added
through one or more of its Nasdaq
Market Center MPIDs during the month
(as a percentage of Consolidated
Volume) is not less than 0.80%. The
Exchange assesses a charge of $0.0029
per share executed for removing
liquidity in securities priced at $1 or
more per share listed on exchanges
other than Nasdaq if the QMM has a
combined Consolidated Volume (adding
and removing liquidity) of at least 3.5%,
and the QMM also meets the QMM Tier
2 qualification criteria. The QMM Tier
2 qualification criteria requires a QMM
to 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.
The Exchange is proposing to increase
the combined Consolidated Volume
(adding and removing liquidity)
requirement to at least 3.7%. This
increase is reflective of the Exchange’s
desire to provide incentives to attract
order flow to the Exchange in securities
listed on exchanges other than Nasdaq
in return for significant marketimproving behavior. The modest
increase in the qualification criteria will
help ensure that QMMs are providing
significant market-improving behavior.
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 Sections 6(b)(4) and 6(b)(5)
of the Act,8 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, and is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Exchange believes that the
$0.0029 per share executed charge for
removing liquidity in securities priced
at $1 or more per share listed on
exchanges other than Nasdaq will
continue to be reasonable because the
fee will remain unchanged. When the
Exchange adopted the fee,9 it believed
that assessing the fee was reasonable
because it was set at a level that is lower
than the standard removal fee of
$0.0030 per share executed, thereby
providing an incentive to market
participants, and it was also based on
the Exchange’s analysis of the cost to
the Exchange of offering a lower fee,
thereby decreasing the revenue derived
from transactions by members that
qualify for the fee, and the desired
benefit to the market provided by the
members that meet the fee’s
qualification criteria. The Exchange
noted that the fee’s qualification criteria
provided an incentive to members to
increase their participation in the
market as measured by Consolidated
Volume, which benefits all market
participants. The Exchange also noted
that members may qualify for a
$0.00295 per share executed fee for
removing liquidity in Tape A or B
securities priced at $1 or more if the
member’s volume of liquidity added
through one or more of its Nasdaq
Market Center MPIDs during the month
(as a percentage of Consolidated
Volume) is not less than 0.80%. The
Exchange explained that the proposed
fee would continue to require a member
to both qualify under the Tier 2 criteria
that requires the member to 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, and also
provide an increased combined
Consolidated Volume (adding and
removing liquidity) requirement (which
the Exchange is proposing to increase
from at least 3.5% to 3.7%).
Consequently, the Exchange noted that
to qualify for a lower transaction fee for
removing liquidity in Tape A or B
securities under the QMM Program, the
8 15
U.S.C. 78f(b)(4) and (5).
Securities Exchange Act Release No. 78977
(September 29, 2016), 81 FR 69140 (October 5,
2016) (SR–NASDAQ–2016–032).
5 Id.
9 See
6 See
7 15
Rule 7014(e).
U.S.C. 78f(b).
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member must both provide greater
Consolidated Volume through adding
liquidity during the month (i.e., 0.90%
versus 0.80%) and provide a certain
level of combined Consolidated
Volume, which accounts for both
adding liquidity and removing liquidity.
As noted above, the Exchange is not
proposing to change the fee and the
analysis described above remains valid.
Accordingly, the Exchange believes that
the fee remains reasonable.
The Exchange believes that the
increase to the combined Consolidated
Volume qualification criteria is an
equitable allocation and is not unfairly
discriminatory because it is reflective of
the success that the lower charge tier
has had in promoting beneficial market
participation, as measured by combined
Consolidated Volume (adding and
removing liquidity). The Exchange
believes that the level of combined
Consolidated Volume may be increased
without resulting in a significant
reduction in the number of QMMs that
will likely qualify for the lower
transaction fee. Consequently, the
beneficial market participation should
remain the same, and possibly increase.
Moreover, the Exchange is not limiting
which QMMs may qualify for the
reduced charge. As noted, the QMM
Program is intended to encourage
members to promote price discovery
and market quality by quoting at the
NBBO for a significant portion of each
day in a large number of securities,
thereby benefitting Nasdaq and other
investors by committing capital to
support the execution of orders. To
receive the $0.0029 per share executed
charge, a member must meet the Tier 2
criteria, which requires the QMM to
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. In addition,
the QMM must provide a certain level
of combined Consolidated Volume,
which accounts for both adding
liquidity and removing liquidity. The
Exchange is proposing to increase the
required combined Consolidated
Volume requirement to make the
qualification criteria required to receive
the incentive more meaningful to QMMs
in terms of the beneficial market activity
required to receive the reduced charge,
which is reflective of the Exchange’s
belief that QMMs may continue to
qualify for the reduced charge while
also providing more beneficial market
participation. The Exchange uses
Consolidated Volume as a measure of
the QMM’s activity in comparison to
that of the market as a whole. Thus, the
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Federal Register / Vol. 82, No. 142 / Wednesday, July 26, 2017 / Notices
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modestly increased combined
Consolidated Volume criteria required
to qualify for the fee does not
discriminate unfairly and is equitably
allocated, as eligibility for the fee is tied
to the QMM’s performance in
comparison to other participants in
aggregate.
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
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, although the change
to the QMM program may limit the
benefits of the program in non-Nasdaqlisted securities to the extent QMMs that
currently qualify for the $0.0029 per
share executed charge are unable to
meet the more stringent combined
Consolidated Volume requirement, the
incentive in question will remain in
place and is itself reflective of the need
for exchanges to offer significant
financial incentives to attract order flow
in return for meaningful marketimproving behavior. The Exchange
believes that the proposed qualification
criteria will not negatively impact who
will qualify for the $0.0029 per share
executed charge but will rather have a
positive impact on overall market
quality as QMMs increase their
participation in the market to qualify for
the lower charge. If, however, the
Exchange is incorrect and the changes
proposed herein are unattractive to
QMMs, it is likely that Nasdaq will lose
market share as a result. Accordingly,
Nasdaq does not believe that the
proposed changes will impair the ability
of members or competing order
execution venues to maintain their
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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)(ii) of the Act.10
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NASDAQ–2017–070 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–2017–070. 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
PO 00000
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–2017–070, and should be
submitted on or before August 16, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–15637 Filed 7–25–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81174; File No. SR–GEMX–
2017–32]
Self-Regulatory Organizations; Nasdaq
GEMX, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Regarding Market Maker
Quotations
July 20, 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 July 6,
2017, Nasdaq GEMX, LLC (‘‘GEMX’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘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.
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
10 15
U.S.C. 78s(b)(3)(A)(ii).
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34723
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Agencies
[Federal Register Volume 82, Number 142 (Wednesday, July 26, 2017)]
[Notices]
[Pages 34721-34723]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-15637]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81182; File No. SR-NASDAQ-2017-070]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend Qualification Criteria Under the Qualified Market Maker Program
at Rule 7014
July 20, 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 July 10, 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, II, and III below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to amend qualification criteria under the
Qualified Market Maker Program at Rule 7014. While these amendments are
effective upon filing, the Exchange has designated the proposed
amendments to be operative on July 1, 2017.\3\
---------------------------------------------------------------------------
\3\ The Exchange initially filed the proposed pricing changes on
June 28, 2017 (SR-NASDAQ-2017-066). On July 10, 2017, the Exchange
withdrew that filing and submitted this filing. This filing corrects
a marking error to the Exhibit 5 and clarifies the statutory basis
discussion.
---------------------------------------------------------------------------
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
The purpose of the proposed rule change is to amend the Exchange's
fees at Rule 7014 to raise the combined Consolidated Volume (adding and
removing liquidity) criteria from the current requirement that a QMM
have at least 3.5% to now require at least 3.7%, which a QMM must have
to be eligible for a $0.0029 per share executed charge for orders in
securities listed on exchanges other than Nasdaq priced at $1 or more
per share that access liquidity on the Nasdaq Market Center.
A QMM is a member that makes a significant contribution to market
quality by providing liquidity at the national best bid and offer
(``NBBO'') in a large number of stocks for a significant portion of the
day.\4\ In addition, the
[[Page 34722]]
member must avoid imposing the burdens on Nasdaq and its market
participants that may be associated with excessive rates of entry of
orders away from the inside and/or order cancellation.\5\ The
designation reflects the QMM's commitment to provide meaningful and
consistent support to market quality and price discovery by extensive
quoting at the NBBO in a large number of securities. In return for its
contributions, certain financial benefits are provided to a QMM with
respect to its order activity, as described under Rule 7014(e). These
benefits include a lower rate charged for executions of orders in
securities priced at $1 or more per share that access liquidity on the
Nasdaq Market Center.\6\
---------------------------------------------------------------------------
\4\ See Rule 7014(d).
\5\ Id.
\6\ See Rule 7014(e).
---------------------------------------------------------------------------
Under Rule 7014(e), the Exchange charges a QMM $0.0030 per share
executed for removing liquidity in Nasdaq-listed securities priced at
$1 or more, and $0.00295 per share executed for removing liquidity in
securities priced at $1 or more per share listed on exchanges other
than Nasdaq, if the QMM's volume of liquidity added through one or more
of its Nasdaq Market Center MPIDs during the month (as a percentage of
Consolidated Volume) is not less than 0.80%. The Exchange assesses a
charge of $0.0029 per share executed for removing liquidity in
securities priced at $1 or more per share listed on exchanges other
than Nasdaq if the QMM has a combined Consolidated Volume (adding and
removing liquidity) of at least 3.5%, and the QMM also meets the QMM
Tier 2 qualification criteria. The QMM Tier 2 qualification criteria
requires a QMM to 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.
The Exchange is proposing to increase the combined Consolidated
Volume (adding and removing liquidity) requirement to at least 3.7%.
This increase is reflective of the Exchange's desire to provide
incentives to attract order flow to the Exchange in securities listed
on exchanges other than Nasdaq in return for significant market-
improving behavior. The modest increase in the qualification criteria
will help ensure that QMMs are providing significant market-improving
behavior.
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 Sections
6(b)(4) and 6(b)(5) of the Act,\8\ 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, and is
not designed to permit unfair discrimination between customers,
issuers, brokers, or dealers.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Exchange believes that the $0.0029 per share executed charge
for removing liquidity in securities priced at $1 or more per share
listed on exchanges other than Nasdaq will continue to be reasonable
because the fee will remain unchanged. When the Exchange adopted the
fee,\9\ it believed that assessing the fee was reasonable because it
was set at a level that is lower than the standard removal fee of
$0.0030 per share executed, thereby providing an incentive to market
participants, and it was also based on the Exchange's analysis of the
cost to the Exchange of offering a lower fee, thereby decreasing the
revenue derived from transactions by members that qualify for the fee,
and the desired benefit to the market provided by the members that meet
the fee's qualification criteria. The Exchange noted that the fee's
qualification criteria provided an incentive to members to increase
their participation in the market as measured by Consolidated Volume,
which benefits all market participants. The Exchange also noted that
members may qualify for a $0.00295 per share executed fee for removing
liquidity in Tape A or B securities priced at $1 or more if the
member's volume of liquidity added through one or more of its Nasdaq
Market Center MPIDs during the month (as a percentage of Consolidated
Volume) is not less than 0.80%. The Exchange explained that the
proposed fee would continue to require a member to both qualify under
the Tier 2 criteria that requires the member to 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, and also provide an increased combined Consolidated
Volume (adding and removing liquidity) requirement (which the Exchange
is proposing to increase from at least 3.5% to 3.7%). Consequently, the
Exchange noted that to qualify for a lower transaction fee for removing
liquidity in Tape A or B securities under the QMM Program, the member
must both provide greater Consolidated Volume through adding liquidity
during the month (i.e., 0.90% versus 0.80%) and provide a certain level
of combined Consolidated Volume, which accounts for both adding
liquidity and removing liquidity. As noted above, the Exchange is not
proposing to change the fee and the analysis described above remains
valid. Accordingly, the Exchange believes that the fee remains
reasonable.
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\9\ See Securities Exchange Act Release No. 78977 (September 29,
2016), 81 FR 69140 (October 5, 2016) (SR-NASDAQ-2016-032).
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The Exchange believes that the increase to the combined
Consolidated Volume qualification criteria is an equitable allocation
and is not unfairly discriminatory because it is reflective of the
success that the lower charge tier has had in promoting beneficial
market participation, as measured by combined Consolidated Volume
(adding and removing liquidity). The Exchange believes that the level
of combined Consolidated Volume may be increased without resulting in a
significant reduction in the number of QMMs that will likely qualify
for the lower transaction fee. Consequently, the beneficial market
participation should remain the same, and possibly increase. Moreover,
the Exchange is not limiting which QMMs may qualify for the reduced
charge. As noted, the QMM Program is intended to encourage members to
promote price discovery and market quality by quoting at the NBBO for a
significant portion of each day in a large number of securities,
thereby benefitting Nasdaq and other investors by committing capital to
support the execution of orders. To receive the $0.0029 per share
executed charge, a member must meet the Tier 2 criteria, which requires
the QMM to 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. In addition, the
QMM must provide a certain level of combined Consolidated Volume, which
accounts for both adding liquidity and removing liquidity. The Exchange
is proposing to increase the required combined Consolidated Volume
requirement to make the qualification criteria required to receive the
incentive more meaningful to QMMs in terms of the beneficial market
activity required to receive the reduced charge, which is reflective of
the Exchange's belief that QMMs may continue to qualify for the reduced
charge while also providing more beneficial market participation. The
Exchange uses Consolidated Volume as a measure of the QMM's activity in
comparison to that of the market as a whole. Thus, the
[[Page 34723]]
modestly increased combined Consolidated Volume criteria required to
qualify for the fee does not discriminate unfairly and is equitably
allocated, as eligibility for the fee is tied to the QMM's performance
in comparison to other participants in aggregate.
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 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, although the change to the QMM program may limit
the benefits of the program in non-Nasdaq-listed securities to the
extent QMMs that currently qualify for the $0.0029 per share executed
charge are unable to meet the more stringent combined Consolidated
Volume requirement, the incentive in question will remain in place and
is itself reflective of the need for exchanges to offer significant
financial incentives to attract order flow in return for meaningful
market-improving behavior. The Exchange believes that the proposed
qualification criteria will not negatively impact who will qualify for
the $0.0029 per share executed charge but will rather have a positive
impact on overall market quality as QMMs increase their participation
in the market to qualify for the lower charge. If, however, the
Exchange is incorrect and the changes proposed herein are unattractive
to QMMs, it is likely that Nasdaq will lose market share as a result.
Accordingly, Nasdaq does not believe that the proposed changes will
impair the ability of members or competing order execution venues to
maintain their competitive standing in the financial markets.
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)(ii) of the Act.\10\
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\10\ 15 U.S.C. 78s(b)(3)(A)(ii).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2017-070 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-2017-070. 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-2017-070, and should
be submitted on or before August 16, 2017.
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\11\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-15637 Filed 7-25-17; 8:45 am]
BILLING CODE 8011-01-P