US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

Index Rebalance professional of US, EU and Global Indices. Specialized in shareholder structure and index free float calculation, SPACs, quarterly rebalance predictions of US-EU indices and cross-index implications of corporate actions such as M&A's, Spin-offs and IPOs.

All forecasts and calculations are estimates derived from a combination of public sources considered reliable. These sources include, but are not limited to, exchange and regulatory filings, company announcements, and ETFs. While best efforts are made to maximize accuracy, estimates and predictions are subject to uncertainty.

No index data are used.

US-EU Index Rebalances / Quantitative Researcher

US: 19 IPOs Forecasted for Index Addition in December 2025

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/avidia-bancorp-inc" target="_blank" data-smartkarma-citation="entities:46007:1" rel="noopener">Avidia Bancorp (AVBC US)</a> went public in August and despite its low market cap, the impact from passive funds is significant due to low liquidity, high free float, and tracking.</li>
<li>Inclusion in US indices took place in September 2025 with passive fund demand causing an observed impact of 6 ADV.</li>
<li>Inclusion in a major US index is expected in December 2025 with passive fund demand forecasted to cause an impact of more than 20 ADV. </li>
</ul>



Avidia Bancorp (AVBC US) went public in August and despite its low market cap, the impact from passive funds is significant due to low liquidity, high free float, and tracking.
Inclusion in US indices took place in September 2025 with passive fund demand causing an observed impact of 6 ADV.
Inclusion in a major US index is expected in December 2025 with passive fund demand forecasted to cause an impact of more than 20 ADV. 


Avidia Bancorp (AVBC US): Dollar-Light, Volume-Heavy with US Index Inclusion