Funds With $350 Billion Are Exposed to S&P’s New Index-Cap Rules

  • Index provider adopts fresh capping method after consultation
  • Changes to fuel $31 billion of trades, Piper Sandler estimates
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Index-tracking stock funds with $350 billion in assets are due for a big revamp later this month, after S&P Dow Jones Indices retooled its rules to curb the dominance of the largest companies.

With the equity market getting increasingly top-heavy in the era of Big Tech, S&P will now reduce the weightings of the market leaders in proportion to their capitalization — in the event they get even bigger and breach size-related thresholds in key industry benchmarks, it said in a statement this week.