Index Rebal Trades & 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 Trades & Special Situations

Quiddity Leaderboard F100/F250 Sep25: 14/15 Expected ADDs/DELs Correct; Intra-Review ADDs Next!

Quiddity Leaderboard F100/F250 Dec25: Intra-Review Changes Galore; High-Impact Replacement Names

Quiddity Leaderboard F100/F250 Dec25: Solid Lineup of High-Impact Intra-Review Changes

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: ~US$900mn Combined Flows One-Way; New Pair Trades

Quiddity Leaderboard TDIV Sep25: US$591mn One-Way Flows; High-Impact for Some Names

Quiddity Leaderboard F100/F250 Sep25: High-Impact ADD Due to Rule Change + More Intra-Review Changes

Quiddity Leaderboard ASX Sep25: Methodology Change Confirmed; Good Performance; Final Expectations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2025 index rebal event.</li>
<li>Our latest estimates suggest there could be two regular changes for F100 and six regular changes for F250 during the September 2025 rebalance.</li>
<li>After that, we expect multiple M&amp;A-related intra-review changes over the next few weeks.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2025 index rebal event.
Our latest estimates suggest there could be two regular changes for F100 and six regular changes for F250 during the September 2025 rebalance.
After that, we expect multiple M&amp;A-related intra-review changes over the next few weeks.


Quiddity Leaderboard F100/F250 Sep25: ~10 Regular & Intra-Review Changes Likely in September

Metlen Energy & Metals

Quiddity Leaderboard F100/F250 Sep25: ~10 Regular & Intra-Review Changes Likely in September