Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world. </li>
<li>This index regularly sees double-digit changes at its semi-annual reviews, and September 2026 is shaping up that way; we expect 20+ index changes (ADDs/DELs).</li>
<li>The top 5 fixed-weight capping in this index creates interesting UP/DOWN weights, and the race for the top 5 is tight. BIG Day Counts to trade here.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world. 
This index regularly sees double-digit changes at its semi-annual reviews, and September 2026 is shaping up that way; we expect 20+ index changes (ADDs/DELs).
The top 5 fixed-weight capping in this index creates interesting UP/DOWN weights, and the race for the top 5 is tight. BIG Day Counts to trade here.


[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: Changes Galore; US1.7bn+ One-Way

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

<ul>
<li>There are 44 adds, 1 delete and 2 listing changes for the <a href="https://www.smartkarma.com/entities/vaneck-vectors-junior-gold-miners-etf" target="_blank" data-smartkarma-citation="entities:32845:1" rel="noopener">VanEck Vectors Junior Gold Miners ETF (GDXJ US)</a> in September. There are capping and float changes too.</li>
<li>Estimated one-way turnover is 15% resulting in a round-trip trade of US$3.2bn. There is a lot of stock to buy in the inclusions.</li>
<li>There are a number of adds in Asia that will have same-way flow from passive trackers of other local and global indices on the same day.</li>
</ul>


There are 44 adds, 1 delete and 2 listing changes for the VanEck Vectors Junior Gold Miners ETF (GDXJ US) in September. There are capping and float changes too.
Estimated one-way turnover is 15% resulting in a round-trip trade of US$3.2bn. There is a lot of stock to buy in the inclusions.
There are a number of adds in Asia that will have same-way flow from passive trackers of other local and global indices on the same day.


MV Global Junior Gold Miners (GDXJ) Index Rebalance: 44 Adds; 1 Delete; US$3.2bn Trade

<ul>
<li>The MV Global Junior Gold Miners index represents the performance of small/medium-cap gold and silver mining companies listed around the world.</li>
<li>There will be 44 ADDs and 2 DELs for the September 2026 rebal.  The ADDs are small yet high-impact and there will be one big DEL.</li>
<li>We expect a one-way flow of US$1.35bn for September 2026 to trade on the close of 18th September 2026.</li>
</ul>


The MV Global Junior Gold Miners index represents the performance of small/medium-cap gold and silver mining companies listed around the world.
There will be 44 ADDs and 2 DELs for the September 2026 rebal.  The ADDs are small yet high-impact and there will be one big DEL.
We expect a one-way flow of US$1.35bn for September 2026 to trade on the close of 18th September 2026.


[Quiddity Index] MV Junior Gold Miners Sep26 Results: 44 ADDs and 2 DELs; ~1.35bn One-Way Flows

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap and mid-cap (and the bottom end of large cap) gold and silver mining companies listed around the world.</li>
<li>We expect 30+ index changes (ADDs and DELs) in the September 2026 rebal, with BIG names on both sides. The one-way flow is around US$2.1bn, nearly 21% turnover.</li>
<li>The top-five fixed weights cap mainly drives the one-way flows. We expect two LOW-conviction ADDs to shake up this list, but volatile gold stocks could shift rankings. </li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap and mid-cap (and the bottom end of large cap) gold and silver mining companies listed around the world.
We expect 30+ index changes (ADDs and DELs) in the September 2026 rebal, with BIG names on both sides. The one-way flow is around US$2.1bn, nearly 21% turnover.
The top-five fixed weights cap mainly drives the one-way flows. We expect two LOW-conviction ADDs to shake up this list, but volatile gold stocks could shift rankings. 


[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: BIG Changes Likely; Top Five Names Drive Flows

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.</li>
<li>We see roughly US$236mm on one-way capping flow in June 2026.</li>
<li>We also present our ADDs/DELs for the next semiannual index review in September 2026.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.
We see roughly US$236mm on one-way capping flow in June 2026.
We also present our ADDs/DELs for the next semiannual index review in September 2026.


[Quiddity Index] MV Junior Gold Miners Jun26/Sep26: Capping in Jun26 and 20+ ADDs Likely in Sep26

Canada

Omai Gold Mines Corp. operates as an exploration and development company. The Company focuses on gold properties. Omai Gold Mines serves customers worldwide.

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Omai Gold Mines (OMG CN)

[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: Changes Galore; US1.7bn+ One-Way

The MV Junior Gold Miners Index rebal is a fave. Turnover is high on index construction; there are multiple ways to win. There are some BIG...

Travis Lundy

MV Global Junior Gold Miners (GDXJ) Index Rebalance: 44 Adds; 1 Delete; US$3.2bn Trade

There are 44 adds and 1 delete in Sep. Estimated one-way turnover is 15% resulting in a round-trip trade of US$3.2bn. Lots to sell in Evolution...

Brian Freitas

[Quiddity Index] MV Junior Gold Miners Sep26 Results: 44 ADDs and 2 DELs; ~1.35bn One-Way Flows

We had foreseen big changes for the MV Gloabl Junior Gold Miners Index in Sep26 but the rebal is HUGE. VERY BROAD. 44 ADDs and only one real...

Travis Lundy

[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: BIG Changes Likely; Top Five Names Drive Flows

As of the MV Global Junior Gold Miners data cutoff, we saw one High/Med Conviction name leave (Intl Tower Hill Mines) and two more High/Med names...

Travis Lundy

[Quiddity Index] MV Junior Gold Miners Jun26/Sep26: Capping in Jun26 and 20+ ADDs Likely in Sep26

The MV Junior Gold Miners Index reviews its constituents twice a year in March and September but runs a capping exercise every quarter. The June26...

Travis Lundy

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