Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with 10+ years experience in fundamental and event-driven research.

On Smartkarma, I mainly publish insights on index flow events. This includes predicting regular and intra-review index changes and formulating market-neutral trading strategies based on flow catalysts. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Index Rebal/Special Situations

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

Quiddity Leaderboard F100/F250 Sep26: Volex F250 ADD; One-Intra Review F250 DEL Soon

[Quiddity Index] The SpaceX Index Inclusion Schedule

TOPIX Inclusions: Who Is Ready (Jul 2026) - End of Series; New Methodology Next

Quiddity Leaderboard ASX Sep26: Qube Deal Consequences + Many Other High-Impact Index Changes

Quiddity Leaderboard Hang Seng Index Sep26: Industrials, Materials, and Healthcare Names in Focus

Quiddity Leaderboard HSTECH Sep26: Final Ranks; US$1.9bn One-Way Capping

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the September 2026 index rebal event.</li>
<li>There are several ADDs/DELs expected across these indices with some names still close to the border.</li>
<li>The <a href="https://www.smartkarma.com/entities/vault-minerals-ltd" target="_blank" data-smartkarma-citation="entities:46317:1" rel="noopener">Vault Minerals Ltd (VAU AU)</a> - <a href="https://www.smartkarma.com/entities/genesis-minerals-ltd" target="_blank" data-smartkarma-citation="entities:4650:1" rel="noopener">Genesis Minerals (GMD AU)</a> deal is likely to trigger a wide range of passive flows across multiple index families.</li>
</ul>


In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the September 2026 index rebal event.
There are several ADDs/DELs expected across these indices with some names still close to the border.
The Vault Minerals Ltd (VAU AU) - Genesis Minerals (GMD AU) deal is likely to trigger a wide range of passive flows across multiple index families.


Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes