Self-Regulatory Organizations; The Nasdaq Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Equity 7, Section 118(a) of the Rules, 2606-2608 [2019-01393]
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2606
Federal Register / Vol. 84, No. 26 / Thursday, February 7, 2019 / Notices
experience, an NRSRO is estimated to
spend an average of approximately 10
hours per year reviewing its policies
and procedures regarding material
nonpublic information and updating
them (if necessary), resulting in an
average industry-wide annual hour
burden of approximately 100 hours.3
The Commission may not conduct or
sponsor a collection of information
unless it displays a currently valid OMB
control number. No person shall be
subject to any penalty for failing to
comply with a collection of information
subject to the PRA that does not display
a valid OMB control number.
Background documentation for this
information collection may be viewed at
the following website: www.reginfo.gov.
Comments should be directed to: (i)
Desk Officer for the Securities and
Exchange Commission, Office of
Information and Regulatory Affairs,
Office of Management and Budget,
Room 10102, New Executive Office
Building, Washington, DC 20503, or by
sending an email to: Lindsay.M.Abate@
omb.eop.gov; and (ii) Charles Riddle,
Acting Chief Information Officer,
Securities and Exchange Commission, c/
o Candace Kenner, 100 F St NE,
Washington, DC 20549 or send an email
to: PRA_Mailbox@sec.gov. Comments
must be submitted to OMB within 30
days of this notice.
February 1, 2019.
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–01374 Filed 2–6–19; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85039; File No. SR–
NASDAQ–2018–111]
Self-Regulatory Organizations; The
Nasdaq Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
Equity 7, Section 118(a) of the Rules
February 1, 2019.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
26, 2018, 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
currently registered NRSROs × 10 hours =
100 hours.
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 10
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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 the
Exchange’s transaction fees at Equity 7,
Section 118(a) to: (i) Assess fees for the
Midpoint Extended Life Order; and (ii)
offer new supplemental credits in all
three tapes for non-displayed orders that
add liquidity, as described further
below.
While these amendments are effective
upon filing, the Exchange has
designated the proposed amendments to
be operative on January 2, 2019.
The text of the proposed rule change
is available on the Exchange’s website 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
transaction fees at Equity 7, Section
118(a) to: (i) Assess fees for the
Midpoint Extended Life Order; and (ii)
establish two new supplemental credits
in all three tapes for non-displayed
midpoint orders that provide liquidity,
as described further below.3
First Change
The Exchange is proposing to assess
a $0.0004 per share executed fee for
executions of Midpoint Extended Life
3 The Exchange initially filed the proposed
pricing changes on December 21, 2018 (SR–
NASDAQ–2018–110). On December 26, 2018, the
Exchange withdrew that filing and submitted this
filing.
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Orders in securities priced at $1 or
more. Currently, the Exchange does not
assess a fee for executions of Midpoint
Extended Life Orders. The proposed fee
covers Orders in securities of any of the
three tapes. The Exchange believes that
the market in Midpoint Extended Life
Orders has matured to the point that it
can support the proposed $0.0004 per
share executed fee.
Second Change
The Exchange is proposing to offer
two new supplemental credits in all
three tapes for non-displayed midpoint
orders that provide liquidity if a
member executes a requisite average
daily volume of shares through
Midpoint Extended Life Orders. These
are supplemental credits because they
will apply in addition to the credits
otherwise available to members that add
non-displayed liquidity to the
Exchange. Specifically, the Exchange
proposes to offer a member a $0.0001
supplemental credit per share executed
for midpoint orders if the member
executes an average daily volume of at
least 2.5 million up to, but not
including, 4 million shares through
Midpoint Extended Life Orders.
Alternatively, the Exchange proposes to
offer a member a $0.0002 supplemental
credit per share executed for midpoint
orders if the member executes an
average daily volume of 4 million or
more shares through Midpoint Extended
Life Orders. The purposes of the new
credits are to provide members with a
greater incentive to utilize Midpoint
Extended Life Orders as well as to
increase their provision of nondisplayed midpoint liquidity on the
Exchange.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,4 in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5)
of the Act,5 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 Commission and the courts have
repeatedly expressed their preference
for competition over regulatory
intervention in determining prices,
products, and services in the securities
markets. In Regulation NMS, while
adopting a series of steps to improve the
current market model, the Commission
4 15
5 15
E:\FR\FM\07FEN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
07FEN1
Federal Register / Vol. 84, No. 26 / Thursday, February 7, 2019 / Notices
highlighted the importance of market
forces in determining prices and SRO
revenues and, also, recognized that
current regulation of the market system
‘‘has been remarkably successful in
promoting market competition in its
broader forms that are most important to
investors and listed companies.’’ 6
Likewise, in NetCoalition v. Securities
and Exchange Commission 7
(‘‘NetCoalition’’) the D.C. Circuit upheld
the Commission’s use of a market-based
approach in evaluating the fairness of
market data fees against a challenge
claiming that Congress mandated a costbased approach.8 As the court
emphasized, the Commission ‘‘intended
in Regulation NMS that ‘market forces,
rather than regulatory requirements’
play a role in determining the market
data . . . to be made available to
investors and at what cost.’’ 9
Further, ‘‘[n]o one disputes that
competition for order flow is ‘fierce.’
. . . As the SEC explained, ‘[i]n the U.S.
national market system, buyers and
sellers of securities, and the brokerdealers that act as their order-routing
agents, have a wide range of choices of
where to route orders for execution’;
[and] ‘no exchange can afford to take its
market share percentages for granted’
because ‘no exchange possesses a
monopoly, regulatory or otherwise, in
the execution of order flow from broker
dealers’ . . . .’’ 10
First Change
The proposed $0.0004 per share
executed fee is reasonable because the
Exchange has considered the nature of
the market in Midpoint Extended Life
Orders, the need to assess a fee to help
cover the costs of supporting trading on
Nasdaq, and the Exchange’s desire to
continue to promote use of Midpoint
Extended Life Orders on the Exchange.
Taking these factors into consideration,
the Exchange has determined that
$0.0004 per share executed is
appropriate. The Exchange currently
assess a fee of $0.0007 per share
executed for certain TFTY Orders.11 The
Exchange also assesses $0.0007 per
share executed for QCST and QDRK
orders, except for QCST orders that
execute on Nasdaq BX for which there
6 Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496, 37499 (June 29, 2005)
(‘‘Regulation NMS Adopting Release’’).
7 NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir.
2010).
8 See NetCoalition, at 534–535.
9 Id. at 537.
10 Id. at 539 (quoting Securities Exchange Act
Release No. 59039 (December 2, 2008), 73 FR
74770, 74782–83 (December 9, 2008) (SR–
NYSEArca–2006–21)).
11 See Rule 7018(a)(1)–(3) [sic].
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is no charge or credit.12 Thus, the lower
fee is similar to existing fees for Orders
that utilize the Exchange and may
promote use of Midpoint Extended Life
Orders and consequently the quality of
the market in Midpoint Extended Life
Orders. The Exchange also notes that a
competitor exchange assesses a fee of
$0.0009 per share executed for both
adding and removing all non-displayed
liquidity in securities priced $1 or
more.13
As discussed extensively in its
proposal,14 the Exchange believes that
the Midpoint Extended Life Order is
consistent with the Act because it is
emblematic of a core function of a
national securities exchange, namely
matching buyers and sellers of securities
on a transparent and well-regulated
market, and helping these buyers and
sellers come together to receive the best
execution possible. The Exchange
achieves this by permitting Midpoint
Extended Life Orders to execute solely
against other Midpoint Extended Life
Orders at the midpoint of the NBBO in
return for providing market-improving
behavior in the form of a longer-lived
midpoint order. Thus, the Exchange
believes that it is important for
participants using Midpoint Extended
Life Orders to have a deep and liquid
market. Applying a lower fee than the
$0.0030 per share executed that the
Exchange assesses for removing resting
midpoint liquidity should provide
incentive to market participants to use
Midpoint Extended Life Orders while
also allowing the Exchange to recoup
some of the costs it incurs in offering
the Order.
The Exchange believes that the
proposed fees are an equitable
allocation and are not unfairly
discriminatory because the Exchange
will apply the same fee to all similarly
situated members. Moreover, members
not interested in using Midpoint
Extended Life Orders will continue to
have the ability to enter midpoint
Orders in the Nasdaq System, which
have both fees and credits associated
with their execution.15 The proposed
$0.0004 per share executed fee is lower
than most other fees assessed for
executions, which is reflective of the
beneficial nature of the type of Order.
Any member may take advantage of the
lower fee by using the Order Type.
12 Id.
13 See Investors Exchange Fee Schedule, available
at: https://iextrading.com/trading/fees/.
14 See Securities Exchange Act Release No. 81311
(August 3, 2017), 82 FR 37248 (August 9, 2017)
(SR–NASDAQ–2017–074).
15 Based on whether the member is removing or
adding liquidity. See Equity 7, Section 118(a).
PO 00000
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2607
Last, the Exchange is not assessing a
charge for executions in Midpoint
Extended Life Orders in securities
priced below $1 because there are very
few executions in such Orders relative
to transactions in Midpoint Extended
Life Orders in securities priced at $1 or
greater. Allowing such transactions at
no cost will help promote a deeper
market in Midpoint Extended Life
Orders in securities priced below $1.
Thus, the Exchange believes that the no
cost tier in Midpoint Extended Life
Orders in securities priced below $1
remains an equitable allocation and is
not unfairly discriminatory.
Second Change
The Exchange believes that it is
reasonable to offer new supplemental
credits to a member for non-displayed
midpoint orders that add liquidity to the
Exchange if the member executes a
requisite average daily volume of shares
through Midpoint Extended Life Orders.
If effective, the Exchange believes that
the new supplemental credits will
improve market quality on the
Exchange, including for Midpoint
Extended Life Orders. The Exchange
believes that the new credit is an
equitable allocation and is not unfairly
discriminatory because the Exchange
will apply the same fee to all similarly
situated members.
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, the proposal to assess
a modest fee of $0.0004 per share
executed will not place any burden on
E:\FR\FM\07FEN1.SGM
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Federal Register / Vol. 84, No. 26 / Thursday, February 7, 2019 / Notices
competition, but rather will help ensure
continued growth in the use of
Midpoint Extended Life Orders by
making such Orders attractive to
members that seek to execute at the
midpoint with like-minded members,
while also allowing the Exchange to
recoup some of the costs associated with
offering the Order Type. To the extent
the proposal is not successful in
promoting liquidity in Midpoint
Extended Life Orders, it would have no
meaningful impact on competition as
few transactions in Midpoint Extended
Life Orders would occur.
Likewise, the Exchange believes that
the new proposed supplemental credits
will not place any burden on
competition because the Exchange’s
execution services are completely
voluntary and subject to extensive
competition both from other exchanges
and from off-exchange venues.
Moreover, the addition of the proposed
credits may encourage other market
venues to provide similar credits to
improve their market quality. In that
sense, the Exchange believes that the
new credits may promote competition.
In sum, if the proposal to assess the
new fee tiers for executions of Midpoint
Extended Life Orders and to provide
new supplemental credits for members
that execute Midpoint Extended Life
Orders are unattractive to market
participants, it is likely that the
Exchange will not gain any market share
and may lose market share.
Accordingly, the Exchange does not
believe that the proposed changes will
impair the ability of members or
competing order execution venues to
maintain their competitive standing in
the financial markets.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.16
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.
16 15
U.S.C. 78s(b)(3)(A)(ii).
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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
[FR Doc. 2019–01393 Filed 2–6–19; 8:45 am]
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–2018–111 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–2018–111. 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 website (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 website 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.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
comment submissions. You should
submit only information that you wish
to make available publicly. All
submissions should refer to File
Number SR–NASDAQ–2018–111 and
should be submitted on or before
February 22, 2019.
PO 00000
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Eduardo A. Aleman,
Deputy Secretary.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85029; File No. SR–
NYSEARCA–2018–99]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend the NYSE Arca
Options Fee Schedule
February 1, 2019.
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 December
26, 2018, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) 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
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 the
NYSE Arca Options Fee Schedule (‘‘Fee
Schedule’’). The Exchange proposes to
implement the fee change effective
January 1, 2019. The proposed rule
change is available on the Exchange’s
website 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,
17 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
E:\FR\FM\07FEN1.SGM
07FEN1
Agencies
[Federal Register Volume 84, Number 26 (Thursday, February 7, 2019)]
[Notices]
[Pages 2606-2608]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2019-01393]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-85039; File No. SR-NASDAQ-2018-111]
Self-Regulatory Organizations; The Nasdaq Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend Equity 7, Section 118(a) of the Rules
February 1, 2019.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on December 26, 2018, 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 Substance
of the Proposed Rule Change
The Exchange proposes to amend the Exchange's transaction fees at
Equity 7, Section 118(a) to: (i) Assess fees for the Midpoint Extended
Life Order; and (ii) offer new supplemental credits in all three tapes
for non-displayed orders that add liquidity, as described further
below.
While these amendments are effective upon filing, the Exchange has
designated the proposed amendments to be operative on January 2, 2019.
The text of the proposed rule change is available on the Exchange's
website 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
transaction fees at Equity 7, Section 118(a) to: (i) Assess fees for
the Midpoint Extended Life Order; and (ii) establish two new
supplemental credits in all three tapes for non-displayed midpoint
orders that provide liquidity, as described further below.\3\
---------------------------------------------------------------------------
\3\ The Exchange initially filed the proposed pricing changes on
December 21, 2018 (SR-NASDAQ-2018-110). On December 26, 2018, the
Exchange withdrew that filing and submitted this filing.
---------------------------------------------------------------------------
First Change
The Exchange is proposing to assess a $0.0004 per share executed
fee for executions of Midpoint Extended Life Orders in securities
priced at $1 or more. Currently, the Exchange does not assess a fee for
executions of Midpoint Extended Life Orders. The proposed fee covers
Orders in securities of any of the three tapes. The Exchange believes
that the market in Midpoint Extended Life Orders has matured to the
point that it can support the proposed $0.0004 per share executed fee.
Second Change
The Exchange is proposing to offer two new supplemental credits in
all three tapes for non-displayed midpoint orders that provide
liquidity if a member executes a requisite average daily volume of
shares through Midpoint Extended Life Orders. These are supplemental
credits because they will apply in addition to the credits otherwise
available to members that add non-displayed liquidity to the Exchange.
Specifically, the Exchange proposes to offer a member a $0.0001
supplemental credit per share executed for midpoint orders if the
member executes an average daily volume of at least 2.5 million up to,
but not including, 4 million shares through Midpoint Extended Life
Orders. Alternatively, the Exchange proposes to offer a member a
$0.0002 supplemental credit per share executed for midpoint orders if
the member executes an average daily volume of 4 million or more shares
through Midpoint Extended Life Orders. The purposes of the new credits
are to provide members with a greater incentive to utilize Midpoint
Extended Life Orders as well as to increase their provision of non-
displayed midpoint liquidity on the Exchange.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\4\ in general, and furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,\5\ 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.
---------------------------------------------------------------------------
\4\ 15 U.S.C. 78f(b).
\5\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Commission and the courts have repeatedly expressed their
preference for competition over regulatory intervention in determining
prices, products, and services in the securities markets. In Regulation
NMS, while adopting a series of steps to improve the current market
model, the Commission
[[Page 2607]]
highlighted the importance of market forces in determining prices and
SRO revenues and, also, recognized that current regulation of the
market system ``has been remarkably successful in promoting market
competition in its broader forms that are most important to investors
and listed companies.'' \6\
---------------------------------------------------------------------------
\6\ Securities Exchange Act Release No. 51808 (June 9, 2005), 70
FR 37496, 37499 (June 29, 2005) (``Regulation NMS Adopting
Release'').
---------------------------------------------------------------------------
Likewise, in NetCoalition v. Securities and Exchange Commission \7\
(``NetCoalition'') the D.C. Circuit upheld the Commission's use of a
market-based approach in evaluating the fairness of market data fees
against a challenge claiming that Congress mandated a cost-based
approach.\8\ As the court emphasized, the Commission ``intended in
Regulation NMS that `market forces, rather than regulatory
requirements' play a role in determining the market data . . . to be
made available to investors and at what cost.'' \9\
---------------------------------------------------------------------------
\7\ NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir. 2010).
\8\ See NetCoalition, at 534-535.
\9\ Id. at 537.
---------------------------------------------------------------------------
Further, ``[n]o one disputes that competition for order flow is
`fierce.' . . . As the SEC explained, `[i]n the U.S. national market
system, buyers and sellers of securities, and the broker-dealers that
act as their order-routing agents, have a wide range of choices of
where to route orders for execution'; [and] `no exchange can afford to
take its market share percentages for granted' because `no exchange
possesses a monopoly, regulatory or otherwise, in the execution of
order flow from broker dealers' . . . .'' \10\
---------------------------------------------------------------------------
\10\ Id. at 539 (quoting Securities Exchange Act Release No.
59039 (December 2, 2008), 73 FR 74770, 74782-83 (December 9, 2008)
(SR-NYSEArca-2006-21)).
---------------------------------------------------------------------------
First Change
The proposed $0.0004 per share executed fee is reasonable because
the Exchange has considered the nature of the market in Midpoint
Extended Life Orders, the need to assess a fee to help cover the costs
of supporting trading on Nasdaq, and the Exchange's desire to continue
to promote use of Midpoint Extended Life Orders on the Exchange. Taking
these factors into consideration, the Exchange has determined that
$0.0004 per share executed is appropriate. The Exchange currently
assess a fee of $0.0007 per share executed for certain TFTY Orders.\11\
The Exchange also assesses $0.0007 per share executed for QCST and QDRK
orders, except for QCST orders that execute on Nasdaq BX for which
there is no charge or credit.\12\ Thus, the lower fee is similar to
existing fees for Orders that utilize the Exchange and may promote use
of Midpoint Extended Life Orders and consequently the quality of the
market in Midpoint Extended Life Orders. The Exchange also notes that a
competitor exchange assesses a fee of $0.0009 per share executed for
both adding and removing all non-displayed liquidity in securities
priced $1 or more.\13\
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\11\ See Rule 7018(a)(1)-(3) [sic].
\12\ Id.
\13\ See Investors Exchange Fee Schedule, available at: https://iextrading.com/trading/fees/.
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As discussed extensively in its proposal,\14\ the Exchange believes
that the Midpoint Extended Life Order is consistent with the Act
because it is emblematic of a core function of a national securities
exchange, namely matching buyers and sellers of securities on a
transparent and well-regulated market, and helping these buyers and
sellers come together to receive the best execution possible. The
Exchange achieves this by permitting Midpoint Extended Life Orders to
execute solely against other Midpoint Extended Life Orders at the
midpoint of the NBBO in return for providing market-improving behavior
in the form of a longer-lived midpoint order. Thus, the Exchange
believes that it is important for participants using Midpoint Extended
Life Orders to have a deep and liquid market. Applying a lower fee than
the $0.0030 per share executed that the Exchange assesses for removing
resting midpoint liquidity should provide incentive to market
participants to use Midpoint Extended Life Orders while also allowing
the Exchange to recoup some of the costs it incurs in offering the
Order.
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\14\ See Securities Exchange Act Release No. 81311 (August 3,
2017), 82 FR 37248 (August 9, 2017) (SR-NASDAQ-2017-074).
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The Exchange believes that the proposed fees are an equitable
allocation and are not unfairly discriminatory because the Exchange
will apply the same fee to all similarly situated members. Moreover,
members not interested in using Midpoint Extended Life Orders will
continue to have the ability to enter midpoint Orders in the Nasdaq
System, which have both fees and credits associated with their
execution.\15\ The proposed $0.0004 per share executed fee is lower
than most other fees assessed for executions, which is reflective of
the beneficial nature of the type of Order. Any member may take
advantage of the lower fee by using the Order Type.
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\15\ Based on whether the member is removing or adding
liquidity. See Equity 7, Section 118(a).
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Last, the Exchange is not assessing a charge for executions in
Midpoint Extended Life Orders in securities priced below $1 because
there are very few executions in such Orders relative to transactions
in Midpoint Extended Life Orders in securities priced at $1 or greater.
Allowing such transactions at no cost will help promote a deeper market
in Midpoint Extended Life Orders in securities priced below $1. Thus,
the Exchange believes that the no cost tier in Midpoint Extended Life
Orders in securities priced below $1 remains an equitable allocation
and is not unfairly discriminatory.
Second Change
The Exchange believes that it is reasonable to offer new
supplemental credits to a member for non-displayed midpoint orders that
add liquidity to the Exchange if the member executes a requisite
average daily volume of shares through Midpoint Extended Life Orders.
If effective, the Exchange believes that the new supplemental credits
will improve market quality on the Exchange, including for Midpoint
Extended Life Orders. The Exchange believes that the new credit is an
equitable allocation and is not unfairly discriminatory because the
Exchange will apply the same fee to all similarly situated members.
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, the proposal to assess a modest fee of $0.0004
per share executed will not place any burden on
[[Page 2608]]
competition, but rather will help ensure continued growth in the use of
Midpoint Extended Life Orders by making such Orders attractive to
members that seek to execute at the midpoint with like-minded members,
while also allowing the Exchange to recoup some of the costs associated
with offering the Order Type. To the extent the proposal is not
successful in promoting liquidity in Midpoint Extended Life Orders, it
would have no meaningful impact on competition as few transactions in
Midpoint Extended Life Orders would occur.
Likewise, the Exchange believes that the new proposed supplemental
credits will not place any burden on competition because the Exchange's
execution services are completely voluntary and subject to extensive
competition both from other exchanges and from off-exchange venues.
Moreover, the addition of the proposed credits may encourage other
market venues to provide similar credits to improve their market
quality. In that sense, the Exchange believes that the new credits may
promote competition.
In sum, if the proposal to assess the new fee tiers for executions
of Midpoint Extended Life Orders and to provide new supplemental
credits for members that execute Midpoint Extended Life Orders are
unattractive to market participants, it is likely that the Exchange
will not gain any market share and may lose market share. Accordingly,
the Exchange does not believe that the proposed changes will impair the
ability of members or competing order execution venues to maintain
their competitive standing in the financial markets.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\16\
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\16\ 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-2018-111 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-2018-111. 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 website (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 website 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. Persons submitting comments are
cautioned that we do not redact or edit personal identifying
information from comment submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-NASDAQ-2018-111 and should be submitted
on or before February 22, 2019.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
Eduardo A. Aleman,
Deputy Secretary.
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\17\ 17 CFR 200.30-3(a)(12).
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[FR Doc. 2019-01393 Filed 2-6-19; 8:45 am]
BILLING CODE 8011-01-P