Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations Coverage

Index Rebalance and Special Situations

Quiddity SE600 Jun26 Results: 91% Correctly Predicted; Few Surprises

Quiddity Leaderboard ES50: US$1.2bn One-Way in Jun26; 3 ADDs and 3 DELs Likely in Sep26 with a Twist

Quiddity Leaderboard ES50 Sep26: Annual Review Incoming; Two Changes So Far; US$3.8bn+ One-Way

Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

[Quiddity Index] Nikkei 225 Sep26 Rebal - 2 Auto ADDs, 1 Cap, Probably a Sector ADD

[Quiddity Index] Nikkei 225 Sep26 Rebal - 2 Auto ADDs, M-A-Y-B-E 1 Extra, 2 Caps

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ES50 Index is one of the most highly-tracked European indices. The annual index review takes place in September, with index weights rebalanced every quarter.</li>
<li>In this insight, we take a look at our flows for June 2026 and index change expectations for September 2026.</li>
<li>We see two ADDs and two DELs for September 2026, along with a few large names that could become expected ADDs if they clear the sector requirement threshold.</li>
</ul>


The ES50 Index is one of the most highly-tracked European indices. The annual index review takes place in September, with index weights rebalanced every quarter.
In this insight, we take a look at our flows for June 2026 and index change expectations for September 2026.
We see two ADDs and two DELs for September 2026, along with a few large names that could become expected ADDs if they clear the sector requirement threshold.


Quiddity Leaderboard ES50 Sep26: US$900mn One-Way in Jun26; Nokia + Engie ADD in Sep26

Nokia OYJ

Quiddity Leaderboard ES50 Sep26: US$900mn One-Way in Jun26; Nokia + Engie ADD in Sep26